Tuality Healthcare 403(b) match, vesting and fees
What Tuality Healthcare'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 | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Fordham Goodfellow, LLP (disclaimer opinion, limited scope) | 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.
| Tuality Healthcare: employer contribution per participant | $2,002 | |
| Peer median | $1,358 |
| Tuality Healthcare: average balance | $63,251 | |
| Peer median | $44,442 |
| Tuality Healthcare: admin expenses ÷ assets | 0.32% | |
| 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 $97.9M at the end of plan year 2021 to $120M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,998 | $120M | $3.8M | $2,002 | 0.32% | Not published | Form 5500 ↗ |
| 2023 | 1,976 | $105M | $4.3M | $2,280 | 0.31% | Not published | Form 5500 ↗ |
| 2022 | 1,898 | $86.6M | $2.3M | $1,295 | 0.27% | Not published | Form 5500 ↗ |
| 2021 | 1,814 | $97.9M | $2.6M | $1,582 | 0.29% | Not published | Form 5500 ↗ |
Other Tuality Healthcare plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Tuality Healthcare 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 | Pbi | Schedule C ↗ |
| Independent auditor | Fordham & Co LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Tuality Healthcare Cash Balance Pension 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 | Fordham & Co LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Tuality Healthcare match 401(k) contributions?
The match terms for the Tuality Healthcare Performance Retirement Plan - 403(b) have not been published from its filing yet. The plan year 2024 filing reports $3.8M in employer contributions, about $2,002 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Tuality Healthcare 401(k) match vested?
The vesting schedule for the Tuality Healthcare Performance Retirement Plan - 403(b) is not in the data published so far. Your Summary Plan Description states it.
Who manages the Tuality Healthcare 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Retirement Solutions. The plan administrator is Tuality Healthcare.
I left Tuality Healthcare. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Tuality Healthcare, (503) 681-1824) or the recordkeeper, Transamerica Retirement Solutions. The Tuality Healthcare old 401(k) page lists the contacts from every plan filing. Find an old Tuality Healthcare 401(k)
Data from the public Form 5500 annual reports Tuality Healthcare 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 Tuality Healthcare. Not financial advice. Report a correction · Methodology