American Lung Association 401(k) match, vesting and fees
What American Lung Association's 401(k) 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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Rubinbrown LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 352 defined-contribution plans in other services with 500 to 999 participants.
| American Lung Association: employer contribution per participant | $5,217 | |
| Peer median | $1,775 |
| American Lung Association: average balance | $82,482 | |
| Peer median | $48,211 |
| American Lung Association: admin expenses ÷ assets | 0.19% | |
| Peer median | 0.25% |
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 $24.3M at the end of plan year 2021 to $49.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 614 | $49.8M | $3.2M | $5,217 | 0.19% | Not published | Form 5500 ↗ |
| 2023 | 606 | $42.7M | $3.1M | $5,144 | 0.12% | Not published | Form 5500 ↗ |
| 2022 | 591 | $32.4M | $2.7M | $4,544 | 0.16% | Not published | Form 5500 ↗ |
| 2021 | 536 | $24.3M | $2.5M | $4,736 | 0.28% | Not published | Form 5500 ↗ |
Other American Lung Association plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
American Lung Association Retirement Plan D
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.
| Independent auditor | Rubinbrown LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
American Lung Association 403(b) Tax Deferred Annuity 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.
| Plan type and status | 403(b) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does American Lung Association match 401(k) contributions?
The match terms for the American Lung Association 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $3.2M in employer contributions, about $5,217 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the American Lung Association 401(k) match vested?
The vesting schedule for the American Lung Association 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the American Lung Association 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is American Lung Association.
I left American Lung Association. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (American Lung Association, (312) 801-7630) or the recordkeeper, Fidelity Investments Institutional. The American Lung Association old 401(k) page lists the contacts from every plan filing. Find an old American Lung Association 401(k)
Data from the public Form 5500 annual reports American Lung 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 American Lung Association. Not financial advice. Report a correction · Methodology