Valley Medical Facilities 403(b) match, vesting and fees
What Valley Medical Facilities' 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 | Ascensus LLC | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
Plan history
Plan assets went from $389M at the end of plan year 2021 to $372M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 3,938 | $372M | $8.7M | $2,323 | 0.13% | Not published | Form 5500 ↗ |
| 2023 | 4,333 | $357M | $8.9M | $2,118 | 0.13% | Not published | Form 5500 ↗ |
| 2022 | 4,203 | $327M | $8.9M | $2,200 | 0.12% | Not published | Form 5500 ↗ |
| 2021 | 3,981 | $389M | $8.5M | $2,224 | 0.11% | Not published | Form 5500 ↗ |
Other Valley Medical Facilities plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Retirement Plan for Employees of Ohio Valley General Hospital
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.
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Valley Medical Facilities Retirement Income 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.
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Valley Medical Facilities match 401(k) contributions?
The match terms for the Heritage Valley Health System 403(b) Plan have not been published from its filing yet. The plan year 2024 filing reports $8.7M in employer contributions, about $2,323 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Valley Medical Facilities 401(k) match vested?
The vesting schedule for the Heritage Valley Health System 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Valley Medical Facilities 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Ascensus LLC. The plan administrator is Valley Medical Facilities, Inc..
I left Valley Medical Facilities. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Valley Medical Facilities, Inc., (412) 749-7789) or the recordkeeper, Ascensus LLC. The Valley Medical Facilities old 401(k) page lists the contacts from every plan filing. Find an old Valley Medical Facilities 401(k)
Data from the public Form 5500 annual reports Valley Medical Facilities 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 Valley Medical Facilities. Not financial advice. Report a correction · Methodology