Variety Care 403(b) match, vesting and fees
What Variety Care'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.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Hspg and Associates, PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 1,380 defined-contribution plans in health care and social assistance with 500 to 999 participants.
| Variety Care: employer contribution per participant | $2,078 | |
| Peer median | $1,337 |
| Variety Care: average balance | $39,703 | |
| Peer median | $35,764 |
| Variety Care: admin expenses ÷ assets | 0.44% | |
| Peer median | 0.32% |
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 $19.5M at the end of plan year 2021 to $28.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 842 | $28.5M | $1.5M | $2,078 | 0.44% | Not published | Form 5500 ↗ |
| 2023 | 834 | $23.8M | $1.2M | $1,606 | 0.21% | Not published | Form 5500 ↗ |
| 2022 | 858 | $18.3M | $1.3M | $1,665 | 0.16% | Not published | Form 5500 ↗ |
| 2021 | 851 | $19.5M | $960K | $1,389 | 0.16% | Not published | Form 5500 ↗ |
Other Variety Care plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
403(b) Thrift Plan of Southeast Area Health Center
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 | 403(b) · Active | Form 5500 ↗ |
Employee Benefits Plan of Variety Care
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) · Frozen | Form 5500 ↗ |
Common questions
Does Variety Care match 401(k) contributions?
The match terms for the Variety Care, Inc. 403(b) Plan have not been published from its filing yet. The plan year 2024 filing reports $1.5M in employer contributions, about $2,078 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Variety Care 401(k) match vested?
The vesting schedule for the Variety Care, Inc. 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Variety Care 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Variety Care, Inc..
I left Variety Care. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Variety Care, Inc., (405) 632-6688) or the recordkeeper, Principal Life Insurance Company. The Variety Care old 401(k) page lists the contacts from every plan filing. Find an old Variety Care 401(k)
Data from the public Form 5500 annual reports Variety Care 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 Variety Care. Not financial advice. Report a correction · Methodology