University of Wisconsin Medical Foundation 401(k) match, vesting and fees
What University of Wisconsin Medical Foundation'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 | Rsm US LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 218 defined-contribution plans in health care and social assistance with 5,000 to 9,999 participants.
| University of Wisconsin Medical Foundation: employer contribution per participant | $4,449 | |
| Peer median | $1,895 |
| University of Wisconsin Medical Foundation: average balance | $153,079 | |
| Peer median | $71,034 |
| University of Wisconsin Medical Foundation: admin expenses ÷ assets | 0.04% | |
| Peer median | 0.10% |
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 $676M at the end of plan year 2021 to $768M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 5,133 | $768M | $22.3M | $4,449 | 0.04% | Not published | Form 5500 ↗ |
| 2023 | 5,073 | $669M | $20M | $4,028 | 0.04% | Not published | Form 5500 ↗ |
| 2022 | 4,866 | $567M | $18.3M | $3,843 | 0.04% | Not published | Form 5500 ↗ |
| 2021 | 4,585 | $676M | $16.7M | $3,670 | 0.05% | Not published | Form 5500 ↗ |
Other University of Wisconsin Medical Foundation plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
University of Wisconsin Medical Foundation Physicians 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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Rsm US LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does University of Wisconsin Medical Foundation match 401(k) contributions?
The match terms for the University of Wisconsin Medical Foundation, Inc Employees 401(K)/Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $22.3M in employer contributions, about $4,449 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the University of Wisconsin Medical Foundation 401(k) match vested?
The vesting schedule for the University of Wisconsin Medical Foundation, Inc Employees 401(K)/Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the University of Wisconsin Medical Foundation 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is University of Wisconsin Medical Foundation, Inc.
I left University of Wisconsin Medical Foundation. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (University of Wisconsin Medical Foundation, Inc, (608) 821-4153) or the recordkeeper, Fidelity Investments Institutional. The University of Wisconsin Medical Foundation old 401(k) page lists the contacts from every plan filing. Find an old University of Wisconsin Medical Foundation 401(k)
Data from the public Form 5500 annual reports University of Wisconsin Medical Foundation 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 University of Wisconsin Medical Foundation. Not financial advice. Report a correction · Methodology