Presbyterian Homes of Tennessee 403(b) match, vesting and fees
What Presbyterian Homes of Tennessee'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 | Empower Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Presbyterian Homes of Tennessee: employer contribution per participant | $289 | |
| Peer median | $1,468 |
| Presbyterian Homes of Tennessee: average balance | $12,583 | |
| Peer median | $37,786 |
| Presbyterian Homes of Tennessee: admin expenses ÷ assets | 0.16% | |
| Peer median | 0.39% |
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 $12.4M at the end of plan year 2021 to $5.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 630 | $5.6M | $130K | $289 | 0.16% | Not published | Form 5500 ↗ |
| 2023 | 605 | $11.9M | $238K | $393 | 0.05% | Not published | Form 5500 ↗ |
| 2022 | 705 | $12M | $496K | $956 | <0.01% | Not published | Form 5500 ↗ |
| 2021 | 619 | $12.4M | $405K | $740 | 0.06% | Not published | Form 5500 ↗ |
Other Presbyterian Homes of Tennessee plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Retirement Plan for Ees of Pres Homes of Tn
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 | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Presbyterian Homes of Tennessee match 401(k) contributions?
The match terms for the Presbyterian Homes of Tennessee Inc Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $130K in employer contributions, about $289 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Presbyterian Homes of Tennessee 401(k) match vested?
The vesting schedule for the Presbyterian Homes of Tennessee Inc Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Presbyterian Homes of Tennessee 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company. The plan administrator is Presbyterian Homes of Tennessee Inc.
I left Presbyterian Homes of Tennessee. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Presbyterian Homes of Tennessee Inc, (865) 690-3411) or the recordkeeper, Empower Annuity Insurance Company. The Presbyterian Homes of Tennessee old 401(k) page lists the contacts from every plan filing. Find an old Presbyterian Homes of Tennessee 401(k)
Data from the public Form 5500 annual reports Presbyterian Homes of Tennessee 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 Homes of Tennessee. Not financial advice. Report a correction · Methodology