University Hospitals Health System 401(k) match, vesting and fees
What University Hospitals Health System'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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | KPMG (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
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.
| University Hospitals Health System: employer contribution per participant | $463 | |
| Peer median | $2,155 |
| University Hospitals Health System: average balance | $70,395 | |
| Peer median | $66,935 |
| University Hospitals Health System: admin expenses ÷ assets | 0.09% | |
| 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 $703M at the end of plan year 2023 to $767M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 11,846 | $767M | $5M | $463 | 0.09% | Not published | Form 5500 ↗ |
| 2023 | 8,286 | $703M | $4.6M | $567 | 0.11% | Not published | Form 5500 ↗ |
Other University Hospitals Health System plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
University Hospitals Health System 403(b) Matched Retirement Savings 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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | KPMG (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
University Hospitals Health System, Inc. 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 | Aon Consulting Inc | Schedule C ↗ |
| Independent auditor | KPMG, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does University Hospitals Health System match 401(k) contributions?
The match terms for the Uhhs 401(k) Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $5M in employer contributions, about $463 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the University Hospitals Health System 401(k) match vested?
The vesting schedule for the Uhhs 401(k) Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the University Hospitals Health System 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Uhhs.
I left University Hospitals Health System. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Uhhs, (216) 844-1000) or the recordkeeper, Fidelity Investments Institutional. The University Hospitals Health System old 401(k) page lists the contacts from every plan filing. Find an old University Hospitals Health System 401(k)
Data from the public Form 5500 annual reports University Hospitals Health System filed with the U.S. Department of Labor (plan years 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 University Hospitals Health System. Not financial advice. Report a correction · Methodology