Presbyterian Medical Services 401(k) match, vesting and fees
What Presbyterian Medical Services' 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 | Newport Group, Inc. | 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 2025 medians for 294 defined-contribution plans in health care and social assistance with 500 to 999 participants.
| Presbyterian Medical Services: employer contribution per participant | $1,696 | |
| Peer median | $1,438 |
| Presbyterian Medical Services: average balance | $40,336 | |
| Peer median | $41,205 |
| Presbyterian Medical Services: admin expenses ÷ assets | 0.45% | |
| Peer median | 0.33% |
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 $36M at the end of plan year 2021 to $39.8M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 1,520 | $39.8M | $1.7M | $1,696 | 0.45% | Not published | Form 5500 ↗ |
| 2024 | 1,232 | $38M | $2.5M | $2,300 | 0.42% | Not published | Form 5500 ↗ |
| 2023 | 1,247 | $34.6M | $2.6M | $2,411 | 0.46% | Not published | Form 5500 ↗ |
| 2022 | 1,281 | $30.4M | $2.2M | $1,952 | 0.54% | Not published | Form 5500 ↗ |
| 2021 | 1,563 | $36M | $2.3M | $1,639 | 0.51% | Not published | Form 5500 ↗ |
Common questions
Does Presbyterian Medical Services match 401(k) contributions?
The match terms for the Presbyterian Medical Services Discretionary Contribution Plan have not been published from its filing yet. The plan year 2025 filing reports $1.7M in employer contributions, about $1,696 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Presbyterian Medical Services 401(k) match vested?
The vesting schedule for the Presbyterian Medical Services Discretionary Contribution Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Presbyterian Medical Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Newport Group, Inc.. The plan administrator is Presbyterian Medical Services.
I left Presbyterian Medical Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Presbyterian Medical Services, (505) 670-2784) or the recordkeeper, Newport Group, Inc.. The Presbyterian Medical Services old 401(k) page lists the contacts from every plan filing. Find an old Presbyterian Medical Services 401(k)
Data from the public Form 5500 annual reports Presbyterian Medical Services 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 Presbyterian Medical Services. Not financial advice. Report a correction · Methodology