TJ Regional Health 403(b) match, vesting and fees
What TJ Regional Health'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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Taylor Polson & Co Cpa Psc (disclaimer opinion) | Schedule H ↗ |
| Plan type and status | 403(b) · 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.
| TJ Regional Health: employer contribution per participant | $2,145 | |
| Peer median | $1,358 |
| TJ Regional Health: average balance | $51,388 | |
| Peer median | $44,442 |
| TJ Regional Health: admin expenses ÷ assets | 0.38% | |
| 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 $58.5M at the end of plan year 2021 to $83.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,666 | $83.2M | $3.5M | $2,145 | 0.38% | Not published | Form 5500 ↗ |
| 2023 | 1,592 | $67.2M | $3M | $1,955 | 0.38% | Not published | Form 5500 ↗ |
| 2022 | 1,547 | $53M | $2.8M | $1,860 | 0.30% | Not published | Form 5500 ↗ |
| 2021 | 1,488 | $58.5M | $2.5M | $1,756 | 0.05% | Not published | Form 5500 ↗ |
Other TJ Regional Health plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
T J Samson Community Hospital 403b 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.
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
T. J. Samson Community Hospital, 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.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Taylor Polson & Co Cpa Psc (disclaimer opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does TJ Regional Health match 401(k) contributions?
The match terms for the Tj Regional Health Inc. 403(b) Plan have not been published from its filing yet. The plan year 2024 filing reports $3.5M in employer contributions, about $2,145 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the TJ Regional Health 401(k) match vested?
The vesting schedule for the Tj Regional Health Inc. 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the TJ Regional Health 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Tj Regional Health Inc..
I left TJ Regional Health. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Tj Regional Health Inc., (240) 651-4114) or the recordkeeper, Principal Life Insurance Company. The TJ Regional Health old 401(k) page lists the contacts from every plan filing. Find an old TJ Regional Health 401(k)
Data from the public Form 5500 annual reports TJ Regional Health 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 TJ Regional Health. Not financial advice. Report a correction · Methodology