Wake Forest University Baptist Medical Center 403(b) match, vesting and fees
What Wake Forest University Baptist Medical Center'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 | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen, 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 244 defined-contribution plans in health care and social assistance with 10,000 to 49,999 participants.
| Wake Forest University Baptist Medical Center: employer contribution per participant | $3,582 | |
| Peer median | $2,155 |
| Wake Forest University Baptist Medical Center: average balance | $103,378 | |
| Peer median | $66,935 |
| Wake Forest University Baptist Medical Center: admin expenses ÷ assets | 0.05% | |
| Peer median | 0.08% |
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 $3B at the end of plan year 2021 to $3.6B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 35,237 | $3.6B | $126M | $3,582 | 0.05% | Not published | Form 5500 ↗ |
| 2023 | 34,873 | $3.2B | $132M | $3,773 | 0.06% | Not published | Form 5500 ↗ |
| 2022 | 32,933 | $2.7B | $101M | $3,068 | 0.07% | Not published | Form 5500 ↗ |
| 2021 | 31,553 | $3B | $102M | $3,283 | 0.08% | Not published | Form 5500 ↗ |
Common questions
Does Wake Forest University Baptist Medical Center match 401(k) contributions?
The match terms for the Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $126M in employer contributions, about $3,582 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Wake Forest University Baptist Medical Center 401(k) match vested?
The vesting schedule for the Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Wake Forest University Baptist Medical Center 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Retirement Solutions. The plan administrator is Wake Forest University Baptist Medical Center.
I left Wake Forest University Baptist Medical Center. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Wake Forest University Baptist Medical Center, (336) 716-2387) or the recordkeeper, Transamerica Retirement Solutions. The Wake Forest University Baptist Medical Center old 401(k) page lists the contacts from every plan filing. Find an old Wake Forest University Baptist Medical Center 401(k)
Data from the public Form 5500 annual reports Wake Forest University Baptist Medical Center 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 Wake Forest University Baptist Medical Center. Not financial advice. Report a correction · Methodology