Swedishamerican Health System 401(k) match, vesting and fees
What Swedishamerican Health System's 401(k) 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 | T Rowe Price Rps Inc | Schedule C ↗ |
| Independent auditor | Rsm US LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 7,671 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Swedishamerican Health System: employer contribution per participant | $664 | |
| Peer median | $1,470 |
| Swedishamerican Health System: average balance | $93,270 | |
| Peer median | $37,795 |
| Swedishamerican Health System: admin expenses ÷ assets | 0.07% | |
| 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 $11.7M at the end of plan year 2023 to $11.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 163 | $11.6M | $82K | $664 | 0.07% | Not published | Form 5500 ↗ |
| 2023 | 170 | $11.7M | $63K | $522 | 0.09% | Not published | Form 5500 ↗ |
Other Swedishamerican Health System plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Swedishamerican 403(b) Incentivesaver 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 | T Rowe Price Rps Inc | Schedule C ↗ |
| Independent auditor | Rsm US LLP (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
Common questions
Does Swedishamerican Health System match 401(k) contributions?
The match terms for the Swedishamerican 401(k) Incentivesaver Plan have not been published from its filing yet. The plan year 2024 filing reports $82K in employer contributions, about $664 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Swedishamerican Health System 401(k) match vested?
The vesting schedule for the Swedishamerican 401(k) Incentivesaver Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Swedishamerican Health System 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is T Rowe Price Rps Inc. The plan administrator is Swedishamerican Health System.
I left Swedishamerican Health System. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Swedishamerican Health System, (779) 696-7314) or the recordkeeper, T Rowe Price Rps Inc. The Swedishamerican Health System old 401(k) page lists the contacts from every plan filing. Find an old Swedishamerican Health System 401(k)
Data from the public Form 5500 annual reports Swedishamerican Health System 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 Swedishamerican Health System. Not financial advice. Report a correction · Methodology