Tribal Health 401(k) match, vesting and fees
What Tribal Health'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 | ADP, Inc. | Schedule C ↗ |
| Independent auditor | Baker Tilly 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 1,446 defined-contribution plans in administrative, support and waste management services with 100 to 499 participants.
| Tribal Health: employer contribution per participant | $1,460 | |
| Peer median | $1,495 |
| Tribal Health: average balance | $18,436 | |
| Peer median | $34,563 |
| Tribal Health: admin expenses ÷ assets | 0.96% | |
| Peer median | 0.51% |
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 $963K at the end of plan year 2021 to $4.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 273 | $4.8M | $380K | $1,460 | 0.96% | Not published | Form 5500 ↗ |
| 2023 | 292 | $3.4M | $331K | $1,243 | 1.19% | Not published | Form 5500 ↗ |
| 2022 | 266 | $1.7M | $254K | $1,063 | 1.07% | Not published | Form 5500 ↗ |
| 2021 | 175 | $963K | $148K | $926 | 1.11% | Not published | Form 5500 ↗ |
Other Tribal Health plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
The Contractors 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 | Erickson Demel & Associates, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Common questions
Does Tribal Health match 401(k) contributions?
The match terms for the Tribal Health 401(k) have not been published from its filing yet. The plan year 2024 filing reports $380K in employer contributions, about $1,460 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Tribal Health 401(k) match vested?
The vesting schedule for the Tribal Health 401(k) is not in the data published so far. Your Summary Plan Description states it.
Who manages the Tribal Health 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is ADP, Inc.. The plan administrator is Tribal Health, LLC.
I left Tribal Health. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Tribal Health, LLC, (480) 320-3871) or the recordkeeper, ADP, Inc.. The Tribal Health old 401(k) page lists the contacts from every plan filing. Find an old Tribal Health 401(k)
Data from the public Form 5500 annual reports Tribal Health filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Tribal Health. Not financial advice. Report a correction · Methodology