Samaritan Medical Center 401(k) Plan: Login, Facts & Contact Information

Samaritan Medical Center 401(k) Plan Facts

Plan name
SAMARITAN MEDICAL CENTER/SAMARITAN KEEP NURSING HOME RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
SAMARITAN MEDICAL CENTER
Participants
2,866 (2,317 active employees)
Former employees with a balance
588
Plan assets
$209,586,873 at Dec 31, 2024
Average account balance
$91,244 across 2,297 accounts
Employer contributions
$5,280,449 in plan year 2024 (39% of all contributions)
Recordkeeper
Transamerica Retirement Solutions
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Mar 16, 1986
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 13, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $13.5 million went into the plan in contributions, $5.28 million of it from the employer (39%).
  • $21.7 million was paid out to participants.
  • Investment and other income added $23.9 million.
  • Administrative expenses were $94,395, about $41 per account.

How the Samaritan Medical Center 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20192,823$185.7 million$4.55 million$10.9 million
20202,900$206.0 million$4.15 million$18.1 million
20213,024$218.3 million$4.25 million$27.4 million
20222,930$171.0 million$4.45 million$23.2 million
20232,056$194.0 million$4.95 million$17.0 million
20242,866$209.6 million$5.28 million$21.7 million

Samaritan Medical Center 401(k) Contact Information

Phone
315-785-5757
Mailing address
830 WASHINGTON STREET, WATERTOWN NY 13601
Plan sponsor
SAMARITAN MEDICAL CENTER
Employer identification number (EIN)
15-0533577
Plan number
004

Questions about the Samaritan Medical Center 401(k)

Does Samaritan Medical Center contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $5.28 million, 39% of all contributions.

Does the Samaritan Medical Center 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Samaritan Medical Center 401(k) plan?

2,866 participants at the start of plan year 2024, 2,317 of them active employees, and 588 former employees who still had money in the plan.

What is the average 401(k) balance at Samaritan Medical Center?

About $91,244 per account: $209.6 million in plan assets across 2,297 accounts with a balance at the end of plan year 2024.

Who manages the Samaritan Medical Center 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 Samaritan Medical Center. 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.

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