Portage Path Behavioral Health 403(b) match, vesting and fees
What Portage Path Behavioral Health'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 | Tiaa-Teachers Insurance and Annuity | Schedule C ↗ |
| Independent auditor | Sikich Cpa LLC (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.
| Portage Path Behavioral Health: employer contribution per participant | $1,386 | |
| Peer median | $1,440 |
| Portage Path Behavioral Health: average balance | $56,707 | |
| Peer median | $38,351 |
| Portage Path Behavioral Health: admin expenses ÷ assets | 0.53% | |
| 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 $13.6M at the end of plan year 2021 to $13.7M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 241 | $13.7M | $334K | $1,386 | 0.53% | Not published | Form 5500 ↗ |
| 2024 | 213 | $12.4M | $310K | $1,463 | 0.60% | Not published | Form 5500 ↗ |
| 2023 | 205 | $12.3M | $283K | $1,409 | 0.62% | Not published | Form 5500 ↗ |
| 2022 | 202 | $11.2M | $326K | $1,639 | 0.59% | Not published | Form 5500 ↗ |
| 2021 | 197 | $13.6M | $312K | $1,609 | 0.62% | Not published | Form 5500 ↗ |
Common questions
Does Portage Path Behavioral Health match 401(k) contributions?
The match terms for the Portage Path Behavioral Health / Northeast Ohio Psychiatric Institute Retirement Plan have not been published from its filing yet. The plan year 2025 filing reports $334K in employer contributions, about $1,386 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Portage Path Behavioral Health 401(k) match vested?
The vesting schedule for the Portage Path Behavioral Health / Northeast Ohio Psychiatric Institute Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Portage Path Behavioral Health 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Tiaa-Teachers Insurance and Annuity. The plan administrator is Portage Path Behavioral Health.
I left Portage Path Behavioral Health. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Portage Path Behavioral Health, (330) 253-3100) or the recordkeeper, Tiaa-Teachers Insurance and Annuity. The Portage Path Behavioral Health old 401(k) page lists the contacts from every plan filing. Find an old Portage Path Behavioral Health 401(k)
Data from the public Form 5500 annual reports Portage Path Behavioral Health 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 Portage Path Behavioral Health. Not financial advice. Report a correction · Methodology