Actors' Equity Association retirement plan: assets, participants and fees
What Actors' Equity Association'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 | Income Research & Management | Schedule C ↗ |
| Independent auditor | Weaver and Tidwell, LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 140 pension plans in other services with 100 to 499 participants.
| Actors' Equity Association: employer contribution per participant | $6,417 | |
| Peer median | $3,304 |
| Actors' Equity Association: average balance | $134,174 | |
| Peer median | $112,285 |
| Actors' Equity Association: admin expenses ÷ assets | 0.66% | |
| Peer median | 0.54% |
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 $47.4M at the end of plan year 2021 to $48.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 363 | $48.7M | $2.3M | $6,417 | 0.66% | Not published | Form 5500 ↗ |
| 2023 | 354 | $47M | $2.5M | $7,133 | 0.57% | Not published | Form 5500 ↗ |
| 2022 | 324 | $43.4M | $2.3M | $7,099 | 1.12% | Not published | Form 5500 ↗ |
| 2021 | 345 | $47.4M | $1.1M | $3,188 | 1.07% | Not published | Form 5500 ↗ |
Common questions
Does Actors' Equity Association match 401(k) contributions?
The match terms for the Actors' Equity Association Staff Pension Plan have not been published from its filing yet. The plan year 2024 filing reports $2.3M in employer contributions, about $6,417 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Actors' Equity Association 401(k) match vested?
The vesting schedule for the Actors' Equity Association Staff Pension Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Actors' Equity Association 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Income Research & Management. The plan administrator is Actors' Equity Association.
I left Actors' Equity Association. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Actors' Equity Association, (212) 869-8530) or the recordkeeper, Income Research & Management. The Actors' Equity Association old 401(k) page lists the contacts from every plan filing. Find an old Actors' Equity Association 401(k)
Data from the public Form 5500 annual reports Actors' Equity Association 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 Actors' Equity Association. Not financial advice. Report a correction · Methodology