Adventist Health System/West 401(k) and retirement plans

Adventist Health System/West, Inc., Roseville, CA. EIN 95-3484589. Annual reports 2019–2024.

Adventist Health System/West, Inc. has 2 active retirement plans on file. The largest is the Adventist Health 401(k) Plan, with 5,777 participants and $287 million in assets in 2024. Fidelity has been its recordkeeper since 2022. No traditional pension plan appears in Adventist Health System/West's filings since 2019.

Active plans: 2
Participants: 8,071
Plan assets: $513 million
401(k) recordkeeper: Fidelity
Plans on file: 2
Industry: Health care

All 2 plans

Active plans first

Adventist Health 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 007Employer EIN 95-3484589
Participants (2024): 5,777
Net assets (2024): $287 million
Recordkeeper: FidelityEarlier: Alight (2021)
Plan administrator: Adventist Health Retirement Committee (Non-Church)
One Adventist Health Way
Roseville, CA 95661
(321) 439-6527As filed for 2024
In effect since: January 1, 2019

Plans merged into this one: Mid-Columbia Medical Center Deferred Compensation Plan (2024).

Year by year, 2019 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	5,777	$287 million	Fidelity
2023	3,114	$116 million	Fidelity
2022	2,915	$73.5 million	Fidelity
2021	3,003	$60.9 million	Alight
2020	2,610	$40.7 million	not listed
2019	2,462	$20.0 million	not listed

Adventist Health 403(b) Erisa Plan

403(b)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 006Employer EIN 95-3484589
Participants (2024): 2,294
Net assets (2024): $226 million
Recordkeeper: Fidelity2021–2024
Plan administrator: Adventist Health Retirement Committee (Non-Church)
One Adventist Health Way
Roseville, CA 95661
(321) 439-6524As filed for 2024
In effect since: September 1, 2019

Plans merged into this one: Fremont-Rideout Health Group 403(b) Match Plan (2019); Lodi Memorial Hospital Tax Deferred Retirement Plan (2019).

Earlier plan names: Adventist Health System/West 403(b) Erisa Plan.

Year by year, 2019 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	2,294	$226 million	Fidelity
2023	2,472	$219 million	Fidelity
2022	3,216	$215 million	Fidelity
2021	2,950	$270 million	Fidelity
2020	3,762	$259 million	not listed
2019	3,532	$249 million	not listed

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Adventist Health 401(k) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((321) 439-6527). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

Adventist Health 401(k) Plan

Adventist Health 403(b) Erisa Plan

If you had money in one of these plans

What these numbers are

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