Methodist Hospitals 401(k) match, vesting and fees
What Methodist Hospitals' 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 | Voya Retirement Insurance & Annuity | Schedule C ↗ |
| Independent auditor | Plante & Moran, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,281 defined-contribution plans in health care and social assistance with 1,000 to 4,999 participants.
| Methodist Hospitals: employer contribution per participant | $1,212 | |
| Peer median | $1,358 |
| Methodist Hospitals: average balance | $75,080 | |
| Peer median | $44,442 |
| Methodist Hospitals: admin expenses ÷ assets | 0.17% | |
| Peer median | 0.21% |
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 $167M at the end of plan year 2023 to $191M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 3,588 | $191M | $3.1M | $1,212 | 0.17% | Not published | Form 5500 ↗ |
| 2023 | 3,508 | $167M | $2.9M | $1,205 | 0.14% | Not published | Form 5500 ↗ |
Other Methodist Hospitals plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
The Methodist Hospitals, Inc. 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 | Plante & Moran, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Methodist Hospitals match 401(k) contributions?
The match terms for the The Methodist Hospitals, Inc. 401(k) Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $3.1M in employer contributions, about $1,212 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Methodist Hospitals 401(k) match vested?
The vesting schedule for the The Methodist Hospitals, Inc. 401(k) Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Methodist Hospitals 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Voya Retirement Insurance & Annuity. The plan administrator is The Methodist Hospitals, Inc..
I left Methodist Hospitals. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Methodist Hospitals, Inc., (219) 886-4000) or the recordkeeper, Voya Retirement Insurance & Annuity. The Methodist Hospitals old 401(k) page lists the contacts from every plan filing. Find an old Methodist Hospitals 401(k)
Data from the public Form 5500 annual reports Methodist Hospitals 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 Methodist Hospitals. Not financial advice. Report a correction · Methodology