Sharp Healthcare 403(b) match, vesting and fees
What Sharp Healthcare'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 | Lincoln National Corporation | Schedule C ↗ |
| Independent auditor | Bdo USA, P.C. (disclaimer opinion) | 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.
| Sharp Healthcare: employer contribution per participant | — | |
| Peer median | $1,897 |
| Sharp Healthcare: average balance | $88,971 | |
| Peer median | $70,943 |
| Sharp Healthcare: admin expenses ÷ assets | 0.09% | |
| 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 $657M at the end of plan year 2023 to $744M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 21,854 | $744M | — | — | 0.09% | Not published | Form 5500 ↗ |
| 2023 | 21,526 | $657M | — | — | 0.10% | Not published | Form 5500 ↗ |
Other Sharp Healthcare plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Sharpsaver Defined Contribution 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 | Alight Solutions, LLC | Schedule C ↗ |
| Independent auditor | Bdo Usa,pc (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Sharpsaver 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.
| Independent auditor | Bdo Usa,pc (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Sharp Healthcare match 401(k) contributions?
The match terms for the Sharp Healthcare 403(b) Tax Deferred Retirement Plan have not been published from its filing yet.
When is the Sharp Healthcare 401(k) match vested?
The vesting schedule for the Sharp Healthcare 403(b) Tax Deferred Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Sharp Healthcare 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Lincoln National Corporation. The plan administrator is Sharp Healthcare.
I left Sharp Healthcare. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Sharp Healthcare, (858) 499-4541) or the recordkeeper, Lincoln National Corporation. The Sharp Healthcare old 401(k) page lists the contacts from every plan filing. Find an old Sharp Healthcare 401(k)
Data from the public Form 5500 annual reports Sharp 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 Sharp Healthcare. Not financial advice. Report a correction · Methodology