Valley Health System 403(b) match, vesting and fees
What Valley Health System'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.
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 219 defined-contribution plans in health care and social assistance with 5,000 to 9,999 participants.
| Valley Health System: employer contribution per participant | $1,627 | |
| Peer median | $1,897 |
| Valley Health System: average balance | $56,871 | |
| Peer median | $70,943 |
| Valley Health System: admin expenses ÷ assets | 0.10% | |
| 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 $489M at the end of plan year 2023 to $542M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 9,898 | $542M | $15.5M | $1,627 | 0.10% | Not published | Form 5500 ↗ |
| 2023 | 6,976 | $489M | $15.3M | $2,318 | 0.08% | Not published | Form 5500 ↗ |
Other Valley Health System plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Valley Health System Merged 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.
| Recordkeeper | Principal Trust Company | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Valley Health System match 401(k) contributions?
The match terms for the Valley Health System Employee Contributory 403(b) Plan have not been published from its filing yet. The plan year 2024 filing reports $15.5M in employer contributions, about $1,627 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Valley Health System 401(k) match vested?
The vesting schedule for the Valley Health System Employee Contributory 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Valley Health System 401(k)?
The filing names Valley Health System as plan administrator; it does not list a recordkeeper.
I left Valley Health System. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Valley Health System, (540) 536-3451). The Valley Health System old 401(k) page lists the contacts from every plan filing. Find an old Valley Health System 401(k)
Data from the public Form 5500 annual reports Valley 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 Valley Health System. Not financial advice. Report a correction · Methodology