Vna Health Group 403(b) match, vesting and fees
What Vna Health Group'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 | Empower Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | Holman Frenia Allison, PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
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.
| Vna Health Group: employer contribution per participant | — | |
| Peer median | $1,337 |
| Vna Health Group: average balance | $75,192 | |
| Peer median | $35,764 |
| Vna Health Group: admin expenses ÷ assets | 0.19% | |
| 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 $58.9M at the end of plan year 2021 to $72.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,476 | $72.2M | — | — | 0.19% | Not published | Form 5500 ↗ |
| 2023 | 2,424 | $64.4M | $35K | $35 | 0.15% | Not published | Form 5500 ↗ |
| 2022 | 955 | $52.2M | $7,154 | $7 | 0.15% | Not published | Form 5500 ↗ |
| 2021 | 931 | $58.9M | — | — | 0.14% | Not published | Form 5500 ↗ |
Other Vna Health Group plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Defined Contribution Pension Plan for the Visiting Nurse Association Health Group, Inc.
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 | Empower Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | Holman Frenia Allison, PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Visiting Nurse Association in Middlesex County Pension 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.
| Independent auditor | Holman Frenia Allison, P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Vna Health Group match 401(k) contributions?
The match terms for the Tax Deferred Annuity Plan of Visiting Nurse have not been published from its filing yet.
When is the Vna Health Group 401(k) match vested?
The vesting schedule for the Tax Deferred Annuity Plan of Visiting Nurse is not in the data published so far. Your Summary Plan Description states it.
Who manages the Vna Health Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company. The plan administrator is Vna Health Group, Inc..
I left Vna Health Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Vna Health Group, Inc., (800) 862-3330) or the recordkeeper, Empower Annuity Insurance Company. The Vna Health Group old 401(k) page lists the contacts from every plan filing. Find an old Vna Health Group 401(k)
Data from the public Form 5500 annual reports Vna Health Group 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 Vna Health Group. Not financial advice. Report a correction · Methodology