Pomona Valley Hospital Medical Center 403(b) match, vesting and fees
What Pomona Valley Hospital Medical 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 | Fidelity Investments | 2023 Schedule C ↗ |
| Independent auditor | Farber Hass Hurley LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
The recordkeeper is from the plan year 2023 filing, the latest that names one. The other rows are from the plan year 2024 filing.
How the plan compares
Plan year 2024 medians for 1,281 defined-contribution plans in health care and social assistance with 1,000 to 4,999 participants.
| Pomona Valley Hospital Medical Center: employer contribution per participant | $3,613 | |
| Peer median | $1,358 |
| Pomona Valley Hospital Medical Center: average balance | $137,609 | |
| Peer median | $44,442 |
| Pomona Valley Hospital Medical Center: admin expenses ÷ assets | 0.01% | |
| Peer median | 0.21% |
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 $507M at the end of plan year 2021 to $594M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 4,869 | $594M | $15.6M | $3,613 | 0.01% | Not published | Form 5500 ↗ |
| 2023 | 5,053 | $525M | $14.2M | $3,357 | 0.01% | Not published | Form 5500 ↗ |
| 2022 | 4,849 | $454M | $13.2M | $3,240 | <0.01% | Not published | Form 5500 ↗ |
| 2021 | 4,909 | $507M | $12.6M | $2,998 | <0.01% | Not published | Form 5500 ↗ |
Common questions
Does Pomona Valley Hospital Medical Center match 401(k) contributions?
The match terms for the Pomona Valley Hospital Medical Center Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $15.6M in employer contributions, about $3,613 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Pomona Valley Hospital Medical Center 401(k) match vested?
The vesting schedule for the Pomona Valley Hospital Medical Center Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Pomona Valley Hospital Medical Center 401(k)?
The recordkeeper listed on Schedule C of the plan year 2023 filing is Fidelity Investments. The plan administrator is Pomona Valley Hospital Medical Center.
I left Pomona Valley Hospital Medical Center. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Pomona Valley Hospital Medical Center, (909) 469-9397) or the recordkeeper, Fidelity Investments. The Pomona Valley Hospital Medical Center old 401(k) page lists the contacts from every plan filing. Find an old Pomona Valley Hospital Medical Center 401(k)
Data from the public Form 5500 annual reports Pomona Valley Hospital Medical Center filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) 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 Pomona Valley Hospital Medical Center. Not financial advice. Report a correction · Methodology