Tufts Medicine 401(k) match, vesting and fees
What Tufts Medicine'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 | Fid Inv Inst Ops | Schedule C ↗ |
| Independent auditor | Cbiz Cpa'S P.C (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 244 defined-contribution plans in health care and social assistance with 10,000 to 49,999 participants.
| Tufts Medicine: employer contribution per participant | $1,452 | |
| Peer median | $2,155 |
| Tufts Medicine: average balance | $88,542 | |
| Peer median | $66,935 |
| Tufts Medicine: admin expenses ÷ assets | 0.07% | |
| Peer median | 0.08% |
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 $4.3M at the end of plan year 2021 to $992M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 15,751 | $992M | $16.3M | $1,452 | 0.07% | Not published | Form 5500 ↗ |
| 2023 | 17,488 | $862M | $5.6M | $451 | 0.04% | Not published | Form 5500 ↗ |
| 2022 | 1,196 | $58.8M | $1.3M | $1,138 | 0.02% | Not published | Form 5500 ↗ |
| 2021 | 326 | $4.3M | $372K | $1,756 | 0.06% | Not published | Form 5500 ↗ |
Other Tufts Medicine plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Consolidated Pension Plan of Tufts Medicine, Inc.
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) · Frozen | Form 5500 ↗ |
Common questions
Does Tufts Medicine match 401(k) contributions?
The match terms for the Tufts Medicine, Inc. 403(b) Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $16.3M in employer contributions, about $1,452 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Tufts Medicine 401(k) match vested?
The vesting schedule for the Tufts Medicine, Inc. 403(b) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Tufts Medicine 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fid Inv Inst Ops. The plan administrator is Tufts Medicine, Inc..
I left Tufts Medicine. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Tufts Medicine, Inc., (978) 942-2220) or the recordkeeper, Fid Inv Inst Ops. The Tufts Medicine old 401(k) page lists the contacts from every plan filing. Find an old Tufts Medicine 401(k)
Data from the public Form 5500 annual reports Tufts Medicine 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 Medicine. Not financial advice. Report a correction · Methodology