Presbyterian Healthcare Services 403(b) match, vesting and fees
What Presbyterian Healthcare Services' 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 | Fid Inv Inst Ops Co | Schedule C ↗ |
| Independent auditor | Redw LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 244 defined-contribution plans in health care and social assistance with 10,000 to 49,999 participants.
| Presbyterian Healthcare Services: employer contribution per participant | $0 | |
| Peer median | $2,155 |
| Presbyterian Healthcare Services: average balance | $52,228 | |
| Peer median | $66,935 |
| Presbyterian Healthcare Services: admin expenses ÷ assets | 0.02% | |
| Peer median | 0.08% |
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 $865M at the end of plan year 2023 to $968M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 19,459 | $968M | $0 | $0 | 0.02% | Not published | Form 5500 ↗ |
| 2023 | 18,902 | $865M | — | — | 0.02% | Not published | Form 5500 ↗ |
Other Presbyterian Healthcare Services plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Presbyterian Healthcare Services 401(a) 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.
| Recordkeeper | Fid Inv Inst Ops Co | Schedule C ↗ |
| Independent auditor | Redw LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Presbyterian Healthcare Services Employees' Pension Plan II
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 | Telus Health (Us) Ltd | Schedule C ↗ |
| Independent auditor | Redw LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Presbyterian Healthcare Services match 401(k) contributions?
The match terms for the Presbyterian Healthcare Services 403(b) Plan have not been published from its filing yet. The plan year 2024 filing reports $0 in employer contributions, about $0 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Presbyterian Healthcare Services 401(k) match vested?
The vesting schedule for the Presbyterian Healthcare Services 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Presbyterian Healthcare Services 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 Healthcare Services.
I left Presbyterian Healthcare Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Presbyterian Healthcare Services, (505) 923-8639) or the recordkeeper, Fid Inv Inst Ops Co. The Presbyterian Healthcare Services old 401(k) page lists the contacts from every plan filing. Find an old Presbyterian Healthcare Services 401(k)
Data from the public Form 5500 annual reports Presbyterian Healthcare Services filed with the U.S. Department of Labor (plan years 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 Healthcare Services. Not financial advice. Report a correction · Methodology