Find an old Valley Medical Facilities 401(k)
Heritage Valley Health System 403(b) Plan
Valley Medical Facilities, Inc. · Plan 005 · EIN 25-1801532 · Moon Township, PA
| Plan administrator | Valley Medical Facilities, Inc. 420 Rouser Road, Suite 102, Moon Township, PA 15108 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Ascensus LLC | Schedule C ↗ |
| Former employees with balances | 1,263 separated participants still had money in the plan | Form 5500 ↗ |
Retirement Plan for Employees of Ohio Valley General Hospital
Valley Medical Facilities, Inc. · Plan 001 · EIN 25-1801532 · Beaver, PA
| Plan administrator | Valley Medical Facilities, Inc. 1000 Dutch Ridge Road, Beaver, PA 15009 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Termination | The plan year 2024 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went. | Form 5500 ↗ |
Valley Medical Facilities Retirement Income Plan
Valley Medical Facilities, Inc. · Plan 004 · EIN 25-1801532 · Beaver, PA
| Plan administrator | Valley Medical Facilities, Inc. 1000 Dutch Ridge Road, Beaver, PA 15009-7000 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Termination | The plan year 2021 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went. | Form 5500 ↗ |
Valley Medical Facilities 401(k) match, vesting and fees →
Found it? Your options
| Leave it | Often allowed if your balance is over $7,000. You keep the plan's investments and fees. |
| Move it to your new job's plan | If the new plan accepts roll-ins. Ask the new plan's recordkeeper. |
| Roll it into an IRA | More investment choices, and you control it. A direct rollover avoids withholding and penalties. |
| Cash out | Usually taxed, plus a 10% penalty if you are under 59½. |
General information, not financial or tax advice. Rules depend on your plan and situation.
How to track down the account
- Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
- If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
- Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.
Common questions
How do I find my old Valley Medical Facilities 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Valley Medical Facilities, Inc., (412) 749-7789. The accounts are held by the recordkeeper, Ascensus LLC. Have your Social Security number and dates of employment ready.
What is the Valley Medical Facilities 401(k) phone number?
The plan administrator phone number on the plan year 2024 filing is (412) 749-7789.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Valley Medical Facilities and does not hold accounts. Not financial advice. Report a correction