Utmb Healthcare Systems, Inc. 401(k) Plan: Login, Facts & Contact Information

Utmb Healthcare Systems, Inc. 401(k) Plan Facts

Plan name
UTMB HEALTHCARE SYSTEMS RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
UTMB HEALTHCARE SYSTEMS, INC.
Participants
673 (445 active employees)
Former employees with a balance
171
Plan assets
$8,154,486 at Dec 31, 2024
Average account balance
$13,613 across 599 accounts
Employer contributions
$883,832 in plan year 2024 (41% of all contributions)
Recordkeeper
Empower Annuity Insurance Company
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Sep 1, 1997
✓ 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 14, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $2.18 million went into the plan in contributions, $883,832 of it from the employer (41%).
  • $1.06 million was paid out to participants.
  • Investment and other income added $880,549.
  • Administrative expenses were $94,652, about $158 per account.

How the Utmb Healthcare Systems, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019392$2.62 million$65,276$157,875
2020283$3.53 million$301,008$285,101
2021348$3.73 million$353,003$988,592
2022364$4.01 million$519,843$385,582
2023478$6.34 million$1.10 million$781,400
2024673$8.15 million$883,832$1.06 million

Utmb Healthcare Systems, Inc. 401(k) Contact Information

Phone
409-266-9919
Mailing address
301 UNIVERSITY BLVD RT. #0895, GALVASTON TX 77555
Plan sponsor
UTMB HEALTHCARE SYSTEMS, INC.
Employer identification number (EIN)
76-0682238
Plan number
001

Questions about the Utmb Healthcare Systems, Inc. 401(k)

Does Utmb Healthcare Systems, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $883,832, 41% of all contributions.

Does the Utmb Healthcare Systems, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Utmb Healthcare Systems, Inc 401(k) plan?

673 participants at the start of plan year 2024, 445 of them active employees, and 171 former employees who still had money in the plan.

What is the average 401(k) balance at Utmb Healthcare Systems, Inc?

About $13,613 per account: $8.15 million in plan assets across 599 accounts with a balance at the end of plan year 2024.

Who manages the Utmb Healthcare Systems, Inc 401(k) accounts?

Empower (listed on the filing as EMPOWER ANNUITY INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Utmb Healthcare Systems, Inc. How do I access my 401(k)?

Your account stays with Empower 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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