Samaritan Health Services 403(b) match, vesting and fees
What Samaritan Health 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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Kbf Cpas - Audit, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · 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.
| Samaritan Health Services: employer contribution per participant | $1,370 | |
| Peer median | $1,897 |
| Samaritan Health Services: average balance | $94,820 | |
| Peer median | $70,943 |
| Samaritan Health Services: admin expenses ÷ assets | 0.07% | |
| 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 $615M at the end of plan year 2023 to $703M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 7,801 | $703M | $10.2M | $1,370 | 0.07% | Not published | Form 5500 ↗ |
| 2023 | 7,865 | $615M | $9.5M | $1,279 | 0.09% | Not published | Form 5500 ↗ |
Other Samaritan Health Services plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Samaritan Health Services Retirement 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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Kbf Cpas - Audit, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Samaritan Health Services match 401(k) contributions?
The match terms for the Samaritan Health Services Tax Sheltered Annuity Pl have not been published from its filing yet. The plan year 2024 filing reports $10.2M in employer contributions, about $1,370 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Samaritan Health Services 401(k) match vested?
The vesting schedule for the Samaritan Health Services Tax Sheltered Annuity Pl is not in the data published so far. Your Summary Plan Description states it.
Who manages the Samaritan Health Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Samaritan Health Services.
I left Samaritan Health Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Samaritan Health Services, (541) 768-6064) or the recordkeeper, Principal Life Insurance Company. The Samaritan Health Services old 401(k) page lists the contacts from every plan filing. Find an old Samaritan Health Services 401(k)
Data from the public Form 5500 annual reports Samaritan Health 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 Samaritan Health Services. Not financial advice. Report a correction · Methodology