Employers › Encompass Health
Recordkeeping fees per participant · Encompass Health Corporation 401(k) Retirement Plan · plan year 2024
$27.23
Higher than 36% of the 790 plans over $1B that report it.
= $735,166 / 26,994
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250905130127NAL0010601475001, received 2025-09-05
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250905130127NAL0010601475001, received 2025-09-05
Percentiles compare this plan with the Schedule H plans over $1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-09-05.
Administrative expenses excluding investment management, per participant
$28.20
Higher than 25% of the 1,045 plans over $1B that report it.
= $761,166 / 26,994
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250905130127NAL0010601475001, received 2025-09-05
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250905130127NAL0010601475001, received 2025-09-05
Administrative expenses per participant
$44.28
Higher than 24% of the 1,076 plans over $1B that report it.
= $1,195,238 / 26,994
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250905130127NAL0010601475001, received 2025-09-05
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250905130127NAL0010601475001, received 2025-09-05
Administrative expenses as a share of assets
0.069%
Higher than 72% of the 1,076 plans over $1B that report it.
= $1,195,238 / $1,722,944,967
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250905130127NAL0010601475001, received 2025-09-05
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250905130127NAL0010601475001, received 2025-09-05
Employer contributions per participant
$1,194
Higher than 8% of the 1,135 plans over $1B that report it.
= $32,226,021 / 26,994
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250905130127NAL0010601475001, received 2025-09-05
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250905130127NAL0010601475001, received 2025-09-05
Employer share of total contributions
20.0%
Higher than 10% of the 1,135 plans over $1B that report it.
= $32,226,021 / $161,171,676
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250905130127NAL0010601475001, received 2025-09-05
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250905130127NAL0010601475001, received 2025-09-05
Employer match
“Encompass Health’s employer matching contribution under the 401(k) Plan is 50% of the first 6% of each participant’s elective deferrals, which vest 100% after three years of service.”
Form 10-K filed 2026-02-26, for the year ended 2025-12-31 · benefits note, 10-K benefits note · source document
Vesting
“Encompass Health’s employer matching contribution under the 401(k) Plan is 50% of the first 6% of each participant’s elective deferrals, which vest 100% after three years of service.”
Form 10-K filed 2026-02-26, for the year ended 2025-12-31 · benefits note, 10-K benefits note · source document
Terms quoted from the filing for the year ended 2025-12-31. Figures cover plan year 2024. The plan document governs.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250905130127NAL0010601475001, received 2025-09-05
| Field | Value | Source |
|---|---|---|
| Plan sponsor | ENCOMPASS HEALTH CORPORATION | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250905130127NAL0010601475001, received 2025-09-05 |
| Plan name | ENCOMPASS HEALTH CORPORATION 401(K) RETIREMENT PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250905130127NAL0010601475001, received 2025-09-05 |
| Sponsor EIN / plan number | 63-0860407 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250905130127NAL0010601475001, received 2025-09-05 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250905130127NAL0010601475001, received 2025-09-05 |
| Sponsor location | BIRMINGHAM, AL | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250905130127NAL0010601475001, received 2025-09-05 |
| Industry (business code) | 622000, Health care and social assistance | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250905130127NAL0010601475001, received 2025-09-05 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250905130127NAL0010601475001, received 2025-09-05 |
| Filing received | 2025-09-05 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250905130127NAL0010601475001, received 2025-09-05 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250905130127NAL0010601475001, received 2025-09-05 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250905130127NAL0010601475001, received 2025-09-05 |
| Participants, beginning of year | 38,745 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250905130127NAL0010601475001, received 2025-09-05 |
| Active participants | 26,914 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250905130127NAL0010601475001, received 2025-09-05 |
| Participants, end of year | 39,155 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250905130127NAL0010601475001, received 2025-09-05 |
| Participants with an account balance | 26,994 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250905130127NAL0010601475001, received 2025-09-05 |
| Total assets, beginning of year | $1,493,272,010 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250905130127NAL0010601475001, received 2025-09-05 |
| Total assets, end of year | $1,722,944,967 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250905130127NAL0010601475001, received 2025-09-05 |
| Net assets, end of year | $1,722,944,967 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250905130127NAL0010601475001, received 2025-09-05 |
| Total income | $381,486,247 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250905130127NAL0010601475001, received 2025-09-05 |
| Net income | $229,672,957 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250905130127NAL0010601475001, received 2025-09-05 |
| Employer contributions | $32,226,021 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250905130127NAL0010601475001, received 2025-09-05 |
| Participant contributions | $108,639,298 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250905130127NAL0010601475001, received 2025-09-05 |
| Other contributions (incl. rollovers) | $20,306,357 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250905130127NAL0010601475001, received 2025-09-05 |
| Total contributions | $161,171,676 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250905130127NAL0010601475001, received 2025-09-05 |
| Benefit payments | $149,654,018 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250905130127NAL0010601475001, received 2025-09-05 |
| Total expenses (incl. benefit payments) | $151,813,290 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250905130127NAL0010601475001, received 2025-09-05 |
| Total administrative expenses | $1,195,238 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250905130127NAL0010601475001, received 2025-09-05 |
| Recordkeeping fees | $735,166 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250905130127NAL0010601475001, received 2025-09-05 |
| IQPA audit fees | $26,000 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250905130127NAL0010601475001, received 2025-09-05 |
| Investment advisory and management fees | $434,072 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250905130127NAL0010601475001, received 2025-09-05 |
| Administrative expenses excluding investment management | $761,166 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250905130127NAL0010601475001, received 2025-09-05 |
| Held in common/collective trusts | $774,702,547 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250905130127NAL0010601475001, received 2025-09-05 |
| Held in mutual funds | $929,817,123 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250905130127NAL0010601475001, received 2025-09-05 |
| Independent auditor | WARREN, AVERETT, LLC | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250905130127NAL0010601475001, received 2025-09-05 |
Position = column in the DOL layout for form year 2024. Filing 20250905130127NAL0010601475001, received 2025-09-05.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INCrecordkeeper | NONE | 15 Recordkeeping and information management; 26 Investment advisory (participants); 50 Direct payment from the plan; 64 Recordkeeping fees | $1,108,655 | no |
| MORGAN STANLEY DOMESTIC HOLDIN | NONE | 28 Investment management; 50 Direct payment from the plan | $60,000 | no |
| WARREN AVERETT, LLC | NONE | 10 Accounting (including auditing); 50 Direct payment from the plan | $26,000 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250905130127NAL0010601475001, received 2025-09-05.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $1,493,272,010 | $1,722,944,967 | 15.4% |
| Participants with a balance | 26,541 | 26,994 | 1.7% |
| Administrative expenses | $1,011,819 | $1,195,238 | 18.1% |
| Recordkeeping fees per participant | $25.73 | $27.23 | 5.9% |
| Employer contributions | $29,278,171 | $32,226,021 | 10.1% |
Prior filing 20240809142838NAL0011217632001, received 2024-08-09; the plan years are contiguous.
Sponsor name as filed: ENCOMPASS HEALTH CORPORATION; SEC registrant: Encompass Health Corp (CIK 785161, matched by EIN; display name from the Form 10-K cover).