Roper St. Francis Healthcare retirement plan: assets, participants and fees
What Roper St. Francis Healthcare's retirement plan 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 | Forvis Mazars, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 219 defined-contribution plans in health care and social assistance with 5,000 to 9,999 participants.
| Roper St. Francis Healthcare: employer contribution per participant | $2,223 | |
| Peer median | $1,897 |
| Roper St. Francis Healthcare: average balance | $74,768 | |
| Peer median | $70,943 |
| Roper St. Francis Healthcare: admin expenses ÷ assets | 0.11% | |
| 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 $583M at the end of plan year 2023 to $664M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 9,085 | $664M | $19.8M | $2,223 | 0.11% | Not published | Form 5500 ↗ |
| 2023 | 8,680 | $583M | $17.1M | $2,023 | 0.11% | Not published | Form 5500 ↗ |
Common questions
Does Roper St. Francis Healthcare match 401(k) contributions?
The match terms for the Roper St. Francis Healthcare 403(b) Plan have not been published from its filing yet. The plan year 2024 filing reports $19.8M in employer contributions, about $2,223 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Roper St. Francis Healthcare 401(k) match vested?
The vesting schedule for the Roper St. Francis Healthcare 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Roper St. Francis Healthcare 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Roper St. Francis Healthcare.
I left Roper St. Francis Healthcare. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Roper St. Francis Healthcare, (843) 720-8327) or the recordkeeper, Fidelity Investments Institutional. The Roper St. Francis Healthcare old 401(k) page lists the contacts from every plan filing. Find an old Roper St. Francis Healthcare 401(k)
Data from the public Form 5500 annual reports Roper St. Francis Healthcare 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 Roper St. Francis Healthcare. Not financial advice. Report a correction · Methodology