Find an old West Texas Health 401(k)

Who to contact about an account in each of the 2 West Texas Health plans, from the filings. Free, no sign-up, no Social Security number.

West Texas Health, Pllc. Retirement and Savings Plan

West Texas Health, PLLC · Plan 002 · EIN 87-2044230 · Abilene, TX

Active · plan year 2024 filing401(k)
Plan administratorWest Texas Health, PLLC
PO Box 5409, Abilene, TX 79608
Form 5500 ↗
Recordkeeper (who holds the accounts)Fid Invest Inst Ops CoSchedule C ↗
Former employees with balances95 separated participants still had money in the planForm 5500 ↗

Abilene Diagnostic Clinic, PLLC Dbpp & T #1

West Texas Health, PLLC · Plan 001 · EIN 87-2044230 · Abilene, TX

Frozen · plan year 2024 filingPension (defined benefit)
Plan administratorWest Texas Health, PLLC
PO Box 5409, Abilene, TX 79608
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances5 separated participants still had money in the planForm 5500 ↗

West Texas Health 401(k) match, vesting and fees →

Found it? Your options

Leave itOften allowed if your balance is over $7,000. You keep the plan's investments and fees.
Move it to your new job's planIf the new plan accepts roll-ins. Ask the new plan's recordkeeper.
Roll it into an IRAMore investment choices, and you control it. A direct rollover avoids withholding and penalties.
Cash outUsually taxed, plus a 10% penalty if you are under 59½.

General information, not financial or tax advice. Rules depend on your plan and situation.

How to track down the account

  1. Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
  2. If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
  3. Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.

Common questions

How do I find my old West Texas Health 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: West Texas Health, PLLC, (325) 793-5367. The accounts are held by the recordkeeper, Fid Invest Inst Ops Co. Have your Social Security number and dates of employment ready.

What is the West Texas Health 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (325) 793-5367.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with West Texas Health and does not hold accounts. Not financial advice. Report a correction