Presbyterian Health Plan 401(k) match, vesting and fees
What Presbyterian Health Plan's 401(k) 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 | Fid Inv Inst Ops Co | Schedule C ↗ |
| Independent auditor | Redw LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 673 defined-contribution plans in finance and insurance with 1,000 to 4,999 participants.
| Presbyterian Health Plan: employer contribution per participant | $2,411 | |
| Peer median | $2,966 |
| Presbyterian Health Plan: average balance | $63,154 | |
| Peer median | $104,792 |
| Presbyterian Health Plan: admin expenses ÷ assets | 0.08% | |
| Peer median | 0.10% |
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 $146M at the end of plan year 2021 to $178M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,882 | $178M | $6.8M | $2,411 | 0.08% | Not published | Form 5500 ↗ |
| 2023 | 2,885 | $156M | $6.4M | $2,267 | 0.10% | Not published | Form 5500 ↗ |
| 2022 | 2,872 | $126M | $6M | $2,129 | 0.11% | Not published | Form 5500 ↗ |
| 2021 | 2,847 | $146M | $5.9M | $2,161 | 0.12% | Not published | Form 5500 ↗ |
Common questions
Does Presbyterian Health Plan match 401(k) contributions?
The match terms for the Presbyterian Health Plan 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $6.8M in employer contributions, about $2,411 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Presbyterian Health Plan 401(k) match vested?
The vesting schedule for the Presbyterian Health Plan 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Presbyterian Health Plan 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fid Inv Inst Ops Co. The plan administrator is Presbyterian Health Plan, Inc..
I left Presbyterian Health Plan. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Presbyterian Health Plan, Inc., (505) 923-8750) or the recordkeeper, Fid Inv Inst Ops Co. The Presbyterian Health Plan old 401(k) page lists the contacts from every plan filing. Find an old Presbyterian Health Plan 401(k)
Data from the public Form 5500 annual reports Presbyterian Health Plan 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 Presbyterian Health Plan. Not financial advice. Report a correction · Methodology