Plan Ledger DOL Form 5500 · updated monthly

Encompass Health Corporation401(k)

ENCOMPASS HEALTH CORPORATION RETIREMENT INVESTMENT PLAN · BIRMINGHAM, AL · plan year 2024

Reported admin expense ratio · 2024
0.07%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Encompass Health Corporation reported $1,195,238 in plan administrative expenses for 2024: 0.07% of average plan assets, above the peer median. Employer contributions averaged $1,197 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.08% to 0.07%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 2nd-largest of 902 plans among Alabama employers on file, and the 105th of 11,911 in health care & social assistance. In 2024, employees put in $3.37 for every $1.00 the employer contributed; active participation has grown from 24,083 to 26,914 since 2022.

Plan summary
Net assets, end of year$1,722,944,967
Participants with balances26,994
Active participants26,914
Employer contributions$32,226,021
Employee contributions$108,639,298
Employer contribution per active participant$1,197
Average account balance$63,827
Benefits paid to participants$149,654,018
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$1.7B · 26,994 accts · $32.2M emplr
2023$1.5B · 26,541 accts · $29.3M emplr
2022$1.2B · 25,186 accts · $27.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$735,166
Investment management$434,072
Audit (IQPA)$26,000
Total administrative$1,195,238
The Encompass Health Corporation 401(k) match · 2024
Employer contribution per active participant$1,197
Median for plans this size$5,259
2024$1,197 per active participant
2023$1,101 per active participant
2022$1,124 per active participant

Encompass Health Corporation's 2024 employer contribution ran below the $5,259 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
SCHWAB RETIREMENT PLAN SERVICES INC · Recordkeeping · Investment advisory (participants)$1,108,655
MORGAN STANLEY DOMESTIC HOLDIN · Investment management$60,000
WARREN AVERETT, LLC · Accounting / audit$26,000

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$1,195,238 · 0.07%
2023$1,011,819 · 0.07%
2022$1,139,574 · 0.08%
All plans at this employer2
ENCOMPASS HEALTH CORPORATION RETIREMENT INVESTMENT PLAN401(k)
ENCOMPASS HEALTH RETIREMENT INVESTMENT PLAN OF PRProfit-sharing plan
Same employer
Similar plansHealth Care & Social Assistance · Alabama
Northside Hospital, Inc. GA$1.8B · 0.10%
Wvu Health System WV$1.8B · 0.13%
Boston Medical Center MA$1.7B · 0.07%
Main Line Health, Inc. PA$1.7B · 0.05%
Dartmouth Health NH$1.7B · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 630860407 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.