Plan Ledger DOL Form 5500 · updated monthly

Trinity Health Corporation401(k)

TRINITY HEALTH 401(K) RETIREMENT SAVINGS PLAN · LIVONIA, MI · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Trinity Health Corporation reported $407,921 in plan administrative expenses for 2024: 0.05% of average plan assets, below the peer median. Employer contributions averaged $1,053 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 0.07% to 0.05%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 47th-largest of 2,619 plans among Michigan employers on file, and the 235th of 11,911 in health care & social assistance. In 2024, employees put in $1.08 for every $1.00 the employer contributed; active participation has grown from 5,942 to 10,131 since 2022.

Plan summary
Net assets, end of year$779,480,470
Participants with balances8,807
Active participants10,131
Employer contributions$10,672,891
Employee contributions$11,552,312
Employer contribution per active participant$1,053
Average account balance$88,507
Benefits paid to participants$86,596,311
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$779.5M · 8,807 accts · $10.7M emplr
2023$721.9M · 9,110 accts · $6.6M emplr
2022$654.7M · 9,660 accts · $8.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$169,368
Investment management$73,871
Audit (IQPA)$30,200
Total administrative$407,921
The Trinity Health Corporation 401(k) match · 2024
Employer contribution per active participant$1,053
Median for plans this size$4,294
2024$1,053 per active participant
2023$1,149 per active participant
2022$1,465 per active participant

Trinity Health Corporation's 2024 employer contribution ran below the $4,294 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 · 20244
FID INV INST OPS CO · Claims processing · Recordkeeping$165,031
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$73,871
PLANTE & MORAN, PLLC · Accounting / audit$30,200
MERCER · Consulting$8,305

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

Recordkeeper by year2
2024Fidelity, Transamerica
2023Fidelity

This plan has changed recordkeepers within these filings. If you left Trinity Health Corporation before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$407,921 · 0.05%
2023$464,346 · 0.07%
2022$489,524 · 0.07%
All plans at this employer4
GENESIS HEALTH SYSTEM RETIREMENT SAVINGS PLAN403(b)
GENESIS EMPLOYER CONTRIBUTION PLAN401(k)
TRINITY HEALTH 401(K) RETIREMENT SAVINGS PLAN401(k)
TRINITY HEALTH CORPORATION ERISA 403(B) RETIREMENT PLAN (FROZEN)403(b)
Same employer
Similar plansHealth Care & Social Assistance · Michigan
Henry Ford Health System MI$1.8B · 0.04%
Mymichigan Health MI$818.1M · 0.03%
Sparrow Health System MI$806.5M · 0.12%
Munson Healthcare MI$485.7M · 0.14%
Holland Hospital MI$241.0M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 351443425 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.