Samaritan Ministries International 401(k) match, vesting and fees

Plan year 2025 filingSamaritan Ministries Planning for Future Success 401(k) · Plan 001 · EIN 37-1295601Updated Oct 2026

What Samaritan Ministries International's 401(k) plan says about matching contributions

The match terms have not been published from this plan's filing yet.
The plan year 2025 filing reports $898K in employer contributions, about $1,822 per participant. That total includes any match and profit-sharing; it is not a match formula. Plan year 2025 Form 5500 ↗
$29,345
Average account balance
493
Participants (end of year)
$14.5M
Plan assets (end of year)
0.46%
Admin expenses ÷ assets

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.

RecordkeeperAlliance Pension Consultants, LLCSchedule C ↗
Independent auditorCliftonlarsonallen LLP (unmodified opinion, limited scope)Schedule H ↗
Plan type and status401(k) · ActiveForm 5500 ↗

How the plan compares

Plan year 2025 medians for 942 defined-contribution plans in other services with 100 to 499 participants.

Samaritan Ministries International: employer contribution per participant$1,822
Peer median$1,890
Samaritan Ministries International: average balance$29,345
Peer median$56,033
Samaritan Ministries International: admin expenses ÷ assets0.46%
Peer median0.37%

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 $6M at the end of plan year 2021 to $14.5M at the end of plan year 2025.

$6M2021$6.5M2022$9.2M2023$11.9M2024$14.5M2025
End-of-year figures from each plan year's Form 5500 filing for the Samaritan Ministries International plan.
Plan yearParticipantsAssetsEmployer contributionsPer participantAdmin expense ratioMatch formulaFiling
2025493$14.5M$898K$1,8220.46%Not publishedForm 5500 ↗
2024504$11.9M$844K$1,6740.47%Not publishedForm 5500 ↗
2023516$9.2M$803K$1,5560.51%Not publishedForm 5500 ↗
2022475$6.5M$716K$1,5070.58%Not publishedForm 5500 ↗
2021467$6M$697K$1,4930.50%Not publishedForm 5500 ↗

Common questions

Does Samaritan Ministries International match 401(k) contributions?

The match terms for the Samaritan Ministries Planning for Future Success 401(k) have not been published from its filing yet. The plan year 2025 filing reports $898K in employer contributions, about $1,822 per participant. That total includes any match and profit-sharing; it is not a match formula.

When is the Samaritan Ministries International 401(k) match vested?

The vesting schedule for the Samaritan Ministries Planning for Future Success 401(k) is not in the data published so far. Your Summary Plan Description states it.

Who manages the Samaritan Ministries International 401(k)?

The recordkeeper listed on Schedule C of the plan year 2025 filing is Alliance Pension Consultants, LLC. The plan administrator is Samaritan Ministries International.

I left Samaritan Ministries International. How do I find my old 401(k)?

Your account stays in the plan until you move it. Contact the plan administrator (Samaritan Ministries International, (877) 764-2426) or the recordkeeper, Alliance Pension Consultants, LLC. The Samaritan Ministries International old 401(k) page lists the contacts from every plan filing. Find an old Samaritan Ministries International 401(k)

Data from the public Form 5500 annual reports Samaritan Ministries International 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 Samaritan Ministries International. Not financial advice. Report a correction · Methodology