Adler Planetarium 403(b) match, vesting and fees
What Adler Planetarium's 403(b) 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 | Empower Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | Smith & Howard (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 320 defined-contribution plans in arts, entertainment, and recreation with 100 to 499 participants.
| Adler Planetarium: employer contribution per participant | $2,221 | |
| Peer median | $1,598 |
| Adler Planetarium: average balance | $60,446 | |
| Peer median | $50,224 |
| Adler Planetarium: admin expenses ÷ assets | 0.62% | |
| Peer median | 0.40% |
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 $5.7M at the end of plan year 2021 to $7.1M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 174 | $7.1M | $262K | $2,221 | 0.62% | Not published | Form 5500 ↗ |
| 2024 | 178 | $7.6M | $236K | $1,938 | 0.57% | Not published | Form 5500 ↗ |
| 2023 | 188 | $6.3M | $222K | $1,852 | 0.57% | Not published | Form 5500 ↗ |
| 2022 | 169 | $5M | $210K | $1,861 | 0.55% | Not published | Form 5500 ↗ |
| 2021 | 129 | $5.7M | $199K | $1,991 | 0.53% | Not published | Form 5500 ↗ |
Other Adler Planetarium plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Adler Planetarium Retirement Income Plan
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 | Gallagher Benefit Services, Inc. | 2023 Schedule C ↗ |
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
The recordkeeper is from the plan year 2023 filing, the latest that names one. The other rows are from the plan year 2024 filing.
Common questions
Does Adler Planetarium match 401(k) contributions?
The match terms for the The Adler Planetarium Defined Contribution Retirement Income Plan have not been published from its filing yet. The plan year 2025 filing reports $262K in employer contributions, about $2,221 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Adler Planetarium 401(k) match vested?
The vesting schedule for the The Adler Planetarium Defined Contribution Retirement Income Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Adler Planetarium 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Empower Annuity Insurance Company. The plan administrator is The Adler Planetarium.
I left Adler Planetarium. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Adler Planetarium, (312) 322-0523) or the recordkeeper, Empower Annuity Insurance Company. The Adler Planetarium old 401(k) page lists the contacts from every plan filing. Find an old Adler Planetarium 401(k)
Data from the public Form 5500 annual reports Adler Planetarium filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Adler Planetarium. Not financial advice. Report a correction · Methodology