Tufts Medical Center 403(b) match, vesting and fees
What Tufts Medical Center'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 | Fidelity Invsts Instl Oper Co, Llc. | Schedule C ↗ |
| Independent auditor | Cbiz Cpas P.C. (unmodified 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.
| Tufts Medical Center: employer contribution per participant | $2,004 | |
| Peer median | $1,358 |
| Tufts Medical Center: average balance | $135,802 | |
| Peer median | $44,442 |
| Tufts Medical Center: admin expenses ÷ assets | 0.07% | |
| 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 $770M at the end of plan year 2021 to $373M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,941 | $373M | $5.5M | $2,004 | 0.07% | Not published | Form 5500 ↗ |
| 2023 | 3,440 | $335M | $8.7M | $3,093 | 0.08% | Not published | Form 5500 ↗ |
| 2022 | 8,051 | $630M | $9.7M | $1,241 | 0.06% | Not published | Form 5500 ↗ |
| 2021 | 7,812 | $770M | $9.4M | $1,225 | 0.08% | Not published | Form 5500 ↗ |
Other Tufts Medical Center plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Tufts Medical Center, Inc. Retirement Program - Participant Contribution 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 | Cbiz Cpas P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Tufts Medical Center, Inc. Retirement Program - Defined Benefit 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 | Cbiz Cpas P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Tufts Medical Center match 401(k) contributions?
The match terms for the Tufts Medical Center, Inc. Retirement Savings Plan - 403(b) have not been published from its filing yet. The plan year 2024 filing reports $5.5M in employer contributions, about $2,004 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Tufts Medical Center 401(k) match vested?
The vesting schedule for the Tufts Medical Center, Inc. Retirement Savings Plan - 403(b) is not in the data published so far. Your Summary Plan Description states it.
Who manages the Tufts Medical Center 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Invsts Instl Oper Co, Llc.. The plan administrator is Tufts Medical Center, Inc..
I left Tufts Medical Center. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Tufts Medical Center, Inc., (617) 636-5000) or the recordkeeper, Fidelity Invsts Instl Oper Co, Llc.. The Tufts Medical Center old 401(k) page lists the contacts from every plan filing. Find an old Tufts Medical Center 401(k)
Data from the public Form 5500 annual reports Tufts Medical Center 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 Tufts Medical Center. Not financial advice. Report a correction · Methodology