Wellstar Health System 403(b) match, vesting and fees
What Wellstar Health System'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 | KPMG (unmodified opinion) | 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 244 defined-contribution plans in health care and social assistance with 10,000 to 49,999 participants.
| Wellstar Health System: employer contribution per participant | $3,105 | |
| Peer median | $2,155 |
| Wellstar Health System: average balance | $60,251 | |
| Peer median | $66,935 |
| Wellstar Health System: admin expenses ÷ assets | 0.09% | |
| 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 2023 to $2.8B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 48,753 | $2.8B | $146M | $3,105 | 0.09% | Not published | Form 5500 ↗ |
| 2023 | 34,869 | $2.1B | $116M | $3,446 | 0.10% | Not published | Form 5500 ↗ |
Other Wellstar Health System plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Wellstar Health System, Inc. 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.
| Recordkeeper | Aon | Schedule C ↗ |
| Independent auditor | KPMG LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Wellstar Health System, Inc. Active Employees Retirement Plan B
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 | Aon | Schedule C ↗ |
| Independent auditor | KPMG LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Wellstar Health System match 401(k) contributions?
The match terms for the Wellstar Health System, Inc. Supplemental Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $146M in employer contributions, about $3,105 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Wellstar Health System 401(k) match vested?
The vesting schedule for the Wellstar Health System, Inc. Supplemental Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Wellstar Health System 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Retirement Solutions. The plan administrator is Wellstar Health System, Inc..
I left Wellstar Health System. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Wellstar Health System, Inc., (470) 644-0100) or the recordkeeper, Transamerica Retirement Solutions. The Wellstar Health System old 401(k) page lists the contacts from every plan filing. Find an old Wellstar Health System 401(k)
Data from the public Form 5500 annual reports Wellstar Health System filed with the U.S. Department of Labor (plan years 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 Wellstar Health System. Not financial advice. Report a correction · Methodology