Wellspan Health 401(k) match, vesting and fees
What Wellspan Health's 401(k) 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 | Stambaugh Ness, Inc. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · 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.
| Wellspan Health: employer contribution per participant | $3,587 | |
| Peer median | $2,155 |
| Wellspan Health: average balance | $100,178 | |
| Peer median | $66,935 |
| Wellspan Health: admin expenses ÷ assets | 0.08% | |
| 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 $2.1B at the end of plan year 2021 to $2.6B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 27,878 | $2.6B | $94.6M | $3,587 | 0.08% | Not published | Form 5500 ↗ |
| 2023 | 28,242 | $2.3B | $89.4M | $3,340 | 0.08% | Not published | Form 5500 ↗ |
| 2022 | 27,477 | $1.8B | $84.7M | $3,209 | 0.05% | Not published | Form 5500 ↗ |
| 2021 | 24,927 | $2.1B | $81.9M | $3,326 | 0.07% | Not published | Form 5500 ↗ |
Other Wellspan Health plans (3)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Chambersburg Hospital Bargaining 403(b) 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.
| Recordkeeper | Empower Annuity Company of America | Schedule C ↗ |
| Independent auditor | Stambaugh Ness, Inc. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
Chambersburg Hospital 401(a) Plan and Trust
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 | Stambaugh Ness PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Wellspan Health System 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 | Stambaugh Ness, Inc. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Wellspan Health match 401(k) contributions?
The match terms for the Wellspan 403(b) Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $94.6M in employer contributions, about $3,587 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Wellspan Health 401(k) match vested?
The vesting schedule for the Wellspan 403(b) Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Wellspan Health 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company. The plan administrator is Wellspan Health.
I left Wellspan Health. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Wellspan Health, (717) 261-7175) or the recordkeeper, Empower Annuity Insurance Company. The Wellspan Health old 401(k) page lists the contacts from every plan filing. Find an old Wellspan Health 401(k)
Data from the public Form 5500 annual reports Wellspan Health 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 Wellspan Health. Not financial advice. Report a correction · Methodology