Pomeroy Recreation & Rehabilitation Center 403(b) match, vesting and fees
What Pomeroy Recreation & Rehabilitation Center's 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | American Trust Company | Schedule C ↗ |
| Independent auditor | Harrington Group, Cpa'S LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 2,291 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Pomeroy Recreation & Rehabilitation Center: employer contribution per participant | $1,417 | |
| Peer median | $1,440 |
| Pomeroy Recreation & Rehabilitation Center: average balance | $33,644 | |
| Peer median | $38,351 |
| Pomeroy Recreation & Rehabilitation Center: admin expenses ÷ assets | 0.23% | |
| Peer median | 0.47% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $1.7M at the end of plan year 2021 to $4.2M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 137 | $4.2M | $177K | $1,417 | 0.23% | Not published | Form 5500 ↗ |
| 2024 | 145 | $3.1M | $154K | $1,231 | 0.31% | Not published | Form 5500 ↗ |
| 2023 | 146 | $2.4M | $138K | $1,016 | 0.27% | Not published | Form 5500 ↗ |
| 2022 | 136 | $1.8M | $133K | $1,081 | 0.11% | Not published | Form 5500 ↗ |
| 2021 | 131 | $1.7M | — | — | 0.11% | Not published | Form 5500 ↗ |
Other Pomeroy Recreation & Rehabilitation Center plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
The Janet Pomeroy Center 401(k) Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 401(k) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Pomeroy Recreation & Rehabilitation Center match 401(k) contributions?
The match terms for the Pomeroy Recreation & Rehabilitation Center 403(b) Plan have not been published from its filing yet. The plan year 2025 filing reports $177K in employer contributions, about $1,417 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Pomeroy Recreation & Rehabilitation Center 401(k) match vested?
The vesting schedule for the Pomeroy Recreation & Rehabilitation Center 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Pomeroy Recreation & Rehabilitation Center 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is American Trust Company. The plan administrator is Pomeroy Recreation & Rehabilitation Center.
I left Pomeroy Recreation & Rehabilitation Center. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Pomeroy Recreation & Rehabilitation Center, (415) 665-4100) or the recordkeeper, American Trust Company. The Pomeroy Recreation & Rehabilitation Center old 401(k) page lists the contacts from every plan filing. Find an old Pomeroy Recreation & Rehabilitation Center 401(k)
Data from the public Form 5500 annual reports Pomeroy Recreation & Rehabilitation Center filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Pomeroy Recreation & Rehabilitation Center. Not financial advice. Report a correction · Methodology