401k Record

Employers › Trinity Health

Trinity Health 401(k)

Recordkeeping fees per participant · largest plan, Trinity Health 401(k) Retirement Savings Plan · plan year 2024

$18.66

Higher than 16% of the 1,697 plans $250M to 1B that report it.

Source

= $164,310 / 8,807
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251010085551NAL0007400801001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010085551NAL0007400801001, received 2025-10-10

10th: $11.56median $49.9890th: $89.63

Percentiles compare this plan with the Schedule H plans $250M to 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 2025-10-10.

Largest plan, all six figures: Trinity Health 401(k) Retirement Savings Plan

Recordkeeping fees per participantheadline

$18.66

10th: $11.56median $49.9890th: $89.63

Higher than 16% of the 1,697 plans $250M to 1B that report it.

Source

= $164,310 / 8,807
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251010085551NAL0007400801001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010085551NAL0007400801001, received 2025-10-10

Administrative expenses excluding investment management, per participant

$37.93

10th: $18.52median $67.2190th: $147.71

Higher than 21% of the 2,324 plans $250M to 1B that report it.

Source

= $334,050 / 8,807
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251010085551NAL0007400801001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010085551NAL0007400801001, received 2025-10-10

Administrative expenses per participant

$46.32

10th: $27.95median $88.2590th: $203.68

Higher than 18% of the 2,405 plans $250M to 1B that report it.

Source

= $407,921 / 8,807
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251010085551NAL0007400801001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010085551NAL0007400801001, received 2025-10-10

Administrative expenses as a share of assets

0.052%

10th: 0.018%median 0.073%90th: 0.183%

Higher than 34% of the 2,407 plans $250M to 1B that report it.

Source

= $407,921 / $779,480,470
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251010085551NAL0007400801001, received 2025-10-10
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251010085551NAL0007400801001, received 2025-10-10

Employer contributions per participant

$1,212

10th: $1,169median $3,07390th: $8,346

Higher than 11% of the 2,457 plans $250M to 1B that report it.

Source

= $10,672,891 / 8,807
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251010085551NAL0007400801001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010085551NAL0007400801001, received 2025-10-10

Employer share of total contributions

43.3%

10th: 17.5%median 31.1%90th: 48.7%

Higher than 82% of the 2,459 plans $250M to 1B that report it.

Source

= $10,672,891 / $24,651,036
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251010085551NAL0007400801001, received 2025-10-10
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251010085551NAL0007400801001, received 2025-10-10

Plan terms, as stated in Trinity Health Corp's SEC filings

Plan terms are not published in public filings.

Plans sponsored

PlanAssetsParticipants with a balanceHeadlineYear
Trinity Health 401(k) Retirement Savings Plan$779,480,4708,807 $18.66 recordkeeping fees per participant2024
Genesis Employer Contribution Plan$144,605,0995,539 $7.07 recordkeeping fees per participant2024

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Sponsor name as filed: TRINITY HEALTH CORPORATION; SEC registrant: Trinity Health Corp (CIK 1769794, matched by EIN).