Holy Family Institute 401(k) Plan: Login, Facts & Contact Information
Holy Family Institute 401(k) Login
260 former Holy Family Institute employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Holy Family Institute 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jul 1, 2024 – Jun 30, 2025), filed Mar 27, 2026. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $1.28 million went into the plan in contributions, $270,378 of it from the employer (21%).
- $1.24 million was paid out to participants.
- Investment and other income added $1.18 million.
- Administrative expenses were $37,668, about $70 per account.
How the Holy Family Institute 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 510 | $7.12 million | $147,353 | $1.12 million |
| 2020 | 443 | $9.22 million | $179,216 | $938,045 |
| 2021 | 441 | $7.20 million | $202,333 | $2.05 million |
| 2022 | 500 | $8.33 million | $312,895 | $964,417 |
| 2023 | 537 | $9.43 million | $300,395 | $1.13 million |
| 2024 | 573 | $10.6 million | $270,378 | $1.24 million |
Holy Family Institute 401(k) Contact Information
Questions about the Holy Family Institute 401(k)
Does Holy Family Institute contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $270,378, 21% of all contributions.
Does the Holy Family Institute 401(k) have automatic enrollment?
Yes. The plan reports automatic enrollment of eligible employees.
How many people are in the Holy Family Institute 401(k) plan?
573 participants at the start of plan year 2024, 301 of them active employees, and 260 former employees who still had money in the plan.
What is the average 401(k) balance at Holy Family Institute?
About $19,671 per account: $10.6 million in plan assets across 541 accounts with a balance at the end of plan year 2024.
Who manages the Holy Family Institute 401(k) accounts?
Transamerica (listed on the filing as TRANSAMERICA RETIREMENT SOLUTIONS) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Holy Family Institute. How do I access my 401(k)?
Your account stays with Transamerica after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.