Academy of Natural Sciences of Philadelphia retirement plan: assets, participants and fees
What Academy of Natural Sciences of Philadelphia's retirement plan plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Usi Consulting Group | Schedule C ↗ |
| Independent auditor | Pricewaterhousecoopers LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 53 pension plans in arts, entertainment, and recreation with 100 to 499 participants.
| Academy of Natural Sciences of Philadelphia: employer contribution per participant | $2,577 | |
| Peer median | $2,807 |
| Academy of Natural Sciences of Philadelphia: average balance | $67,335 | |
| Peer median | $109,539 |
| Academy of Natural Sciences of Philadelphia: admin expenses ÷ assets | 0.88% | |
| Peer median | 0.88% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $15.8M at the end of plan year 2021 to $16.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 246 | $16.6M | $634K | $2,577 | 0.88% | Not published | Form 5500 ↗ |
| 2023 | 249 | $16.1M | $826K | $3,317 | 1.81% | Not published | Form 5500 ↗ |
| 2022 | 250 | $15.1M | $2.7M | $10,724 | 2.26% | Not published | Form 5500 ↗ |
| 2021 | 254 | $15.8M | $1.5M | $5,946 | 2.23% | Not published | Form 5500 ↗ |
Common questions
Does Academy of Natural Sciences of Philadelphia match 401(k) contributions?
The match terms for the The Academy of Natural Sciences Pension Plan have not been published from its filing yet. The plan year 2024 filing reports $634K in employer contributions, about $2,577 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Academy of Natural Sciences of Philadelphia 401(k) match vested?
The vesting schedule for the The Academy of Natural Sciences Pension Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Academy of Natural Sciences of Philadelphia 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Usi Consulting Group. The plan administrator is Academy of Natural Sciences of Philadelphia.
I left Academy of Natural Sciences of Philadelphia. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Academy of Natural Sciences of Philadelphia, (215) 299-1000) or the recordkeeper, Usi Consulting Group. The Academy of Natural Sciences of Philadelphia old 401(k) page lists the contacts from every plan filing. Find an old Academy of Natural Sciences of Philadelphia 401(k)
Data from the public Form 5500 annual reports Academy of Natural Sciences of Philadelphia filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Academy of Natural Sciences of Philadelphia. Not financial advice. Report a correction · Methodology