Mcleod Health 401(k) and retirement plans

Mcleod Health, Florence, SC. EIN 51-0473500. Annual reports 2009–2024.

Mcleod Health has one active retirement plan on file, the Mcleod Health 401(k) Plan, with 13,002 participants and $809 million in assets in 2024. Fidelity has been its recordkeeper since 2020. No traditional pension plan appears in Mcleod Health's filings since 2009.

Active plans: 1
Participants: 13,002
Plan assets: $809 million
401(k) recordkeeper: Fidelity
Plans on file: 3
Industry: Health care

All 3 plans

Active plans first

Mcleod Health 401(k) Plan

401(k)Active

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

Plan number: 002Employer EIN 51-0473500
Participants (2024): 13,002
Net assets (2024): $809 million
Recordkeeper: Fidelity2020–2024
Plan administrator: Mcleod Health
555 East Cheves Street
Florence, SC 29506
(843) 777-2595As filed for 2024
In effect since: January 1, 1997

Plans merged into this one: Retirement Plan for Mcleod Regional Medical Center (2013).

Earlier plan names: Mcleod Regional Medical Center 401K Plan; Mcleod Health 401K Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	13,002	$809 million	Fidelity
2023	12,101	$710 million	Fidelity
2022	13,722	$589 million	Fidelity
2021	11,239	$708 million	Fidelity
2020	10,314	$628 million	Fidelity
2019	10,594	$563 million	not listed
2018	10,190	$461 million	not listed
2017	9,896	$476 million	not listed
2016	9,417	$394 million	not listed
2015	8,338	$347 million	not listed
2014	7,559	$338 million	not listed
2013	6,743	$305 million	not listed
2012	6,317	$163 million	not listed
2011	6,540	$126 million	not listed
2010	5,480	$119 million	not listed
2009	5,919	$97.7 million	not listed

Mcleod Health 403(b) Plan

403(b)Closed

Closed. The plan filed its final annual report for 2014, which means its assets were paid out or moved and it no longer exists.

Plan number: 003Employer EIN 51-0473500
Participants (2013): 6,367
Net assets (2013): $13.0 million
Plan administrator: Mcleod Health
555 East Cheves Street
Florence, SC 29506
(843) 777-2000As filed for 2014
In effect since: April 1, 2001

Year by year, 2009 to 2014

Plan year	Participants	Net assets	Recordkeeper
2014	0	$0	not listed
2013	6,367	$13.0 million	not listed
2012	6,449	$9.6 million	not listed
2011	6,128	$7.1 million	not listed
2010	5,100	$6.3 million	not listed
2009	4,319	$4.6 million	not listed

Retirement Plan for Mcleod Regional Medical Center

Money purchase pensionMerged

Merged. In 2013 its assets moved to the Mcleod Regional Medical Center 401(k) Plan, sponsored by Mcleod Health (EIN 51-0473500, plan 002). Accounts moved with them, so that plan is the one to contact.

Plan number: 001Employer EIN 51-0473500
Participants (2012): 2,302
Net assets (2012): $80.5 million
Plan administrator: Mcleod Health
555 East Cheves Street
Florence, SC 29506
(843) 777-2000As filed for 2013
In effect since: January 1, 1973

Year by year, 2010 to 2013

Plan year	Participants	Net assets	Recordkeeper
2013	0	$0	not listed
2012	2,302	$80.5 million	not listed
2011	1,690	$74.8 million	not listed
2010	1,760	$76.5 million	not listed

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Mcleod 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 ((843) 777-2595). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
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.