Queen's Health Systems 401(k) match, vesting and fees
What Queen's Health Systems' 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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Kkdly 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 244 defined-contribution plans in health care and social assistance with 10,000 to 49,999 participants.
| Queen's Health Systems: employer contribution per participant | $4,292 | |
| Peer median | $2,155 |
| Queen's Health Systems: average balance | $166,568 | |
| Peer median | $66,935 |
| Queen's Health Systems: admin expenses ÷ assets | 0.08% | |
| 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 $1.5B at the end of plan year 2021 to $2B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 11,901 | $2B | $50.3M | $4,292 | 0.08% | Not published | Form 5500 ↗ |
| 2023 | 11,619 | $1.6B | $46M | $4,031 | 0.10% | Not published | Form 5500 ↗ |
| 2022 | 10,962 | $1.3B | $42.1M | $3,945 | 0.11% | Not published | Form 5500 ↗ |
| 2021 | 10,186 | $1.5B | $38.3M | $3,865 | 0.11% | Not published | Form 5500 ↗ |
Other Queen's Health Systems plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
The Queen'S Health Systems Retirement Plus 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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Kkdly LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
The Queen'S Health Systems Pension 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.
| Independent auditor | Kkdly (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Queen's Health Systems match 401(k) contributions?
The match terms for the The Queen'S Health Systems Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $50.3M in employer contributions, about $4,292 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Queen's Health Systems 401(k) match vested?
The vesting schedule for the The Queen'S Health Systems Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Queen's Health Systems 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is The Queen'S Health Systems.
I left Queen's Health Systems. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Queen'S Health Systems, (808) 691-7523) or the recordkeeper, Fidelity Investments Institutional. The Queen's Health Systems old 401(k) page lists the contacts from every plan filing. Find an old Queen's Health Systems 401(k)
Data from the public Form 5500 annual reports Queen's Health Systems 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 Queen's Health Systems. Not financial advice. Report a correction · Methodology