Samaritan Healthcare & Hospice 403(b) match, vesting and fees
What Samaritan Healthcare & Hospice'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 | Benefit Plans Administrative Svcs | Schedule C ↗ |
| Independent auditor | Morison Cogen 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 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Samaritan Healthcare & Hospice: employer contribution per participant | $2,155 | |
| Peer median | $1,468 |
| Samaritan Healthcare & Hospice: average balance | $71,834 | |
| Peer median | $37,786 |
| Samaritan Healthcare & Hospice: admin expenses ÷ assets | 0.29% | |
| 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 $25.3M at the end of plan year 2021 to $30.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 499 | $30.5M | $914K | $2,155 | 0.29% | Not published | Form 5500 ↗ |
| 2023 | 481 | $25.7M | $828K | $1,934 | 0.31% | Not published | Form 5500 ↗ |
| 2022 | 458 | $21.2M | $742K | $1,933 | 0.35% | Not published | Form 5500 ↗ |
| 2021 | 449 | $25.3M | $691K | $1,934 | 0.36% | Not published | Form 5500 ↗ |
Common questions
Does Samaritan Healthcare & Hospice match 401(k) contributions?
The match terms for the Samaritan Healthcare & Hospice, Inc. 403(b) Plan have not been published from its filing yet. The plan year 2024 filing reports $914K in employer contributions, about $2,155 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Samaritan Healthcare & Hospice 401(k) match vested?
The vesting schedule for the Samaritan Healthcare & Hospice, Inc. 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Samaritan Healthcare & Hospice 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Benefit Plans Administrative Svcs. The plan administrator is Samaritan Healthcare & Hospice, Inc..
I left Samaritan Healthcare & Hospice. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Samaritan Healthcare & Hospice, Inc., (568) 552-3207) or the recordkeeper, Benefit Plans Administrative Svcs. The Samaritan Healthcare & Hospice old 401(k) page lists the contacts from every plan filing. Find an old Samaritan Healthcare & Hospice 401(k)
Data from the public Form 5500 annual reports Samaritan Healthcare & Hospice 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 Samaritan Healthcare & Hospice. Not financial advice. Report a correction · Methodology