Toledo Clinic 401(k) match, vesting and fees
What Toledo Clinic'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 | Oneamerica Retirement Services LLC | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen 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 1,281 defined-contribution plans in health care and social assistance with 1,000 to 4,999 participants.
| Toledo Clinic: employer contribution per participant | $4,424 | |
| Peer median | $1,358 |
| Toledo Clinic: average balance | $155,941 | |
| Peer median | $44,442 |
| Toledo Clinic: 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 $234M at the end of plan year 2021 to $261M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,921 | $261M | $7.4M | $4,424 | 0.17% | Not published | Form 5500 ↗ |
| 2023 | 1,833 | $224M | $7.1M | $4,165 | 0.16% | Not published | Form 5500 ↗ |
| 2022 | 1,785 | $188M | $6.9M | $4,186 | 0.17% | Not published | Form 5500 ↗ |
| 2021 | 1,845 | $234M | $6.8M | $4,349 | 0.14% | Not published | Form 5500 ↗ |
Common questions
Does Toledo Clinic match 401(k) contributions?
The match terms for the Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan and Trust have not been published from its filing yet. The plan year 2024 filing reports $7.4M in employer contributions, about $4,424 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Toledo Clinic 401(k) match vested?
The vesting schedule for the Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan and Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Toledo Clinic 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Oneamerica Retirement Services LLC. The plan administrator is Toledo Clinic, Inc..
I left Toledo Clinic. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Toledo Clinic, Inc., (419) 473-3561) or the recordkeeper, Oneamerica Retirement Services LLC. The Toledo Clinic old 401(k) page lists the contacts from every plan filing. Find an old Toledo Clinic 401(k)
Data from the public Form 5500 annual reports Toledo Clinic 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 Toledo Clinic. Not financial advice. Report a correction · Methodology