American Optometric Association 401(k) match, vesting and fees
What American Optometric 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 | T. Rowe Price Rps, Inc. | Schedule C ↗ |
| Independent auditor | Forvis Mazars,llp (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 2,291 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| American Optometric Association: employer contribution per participant | $4,497 | |
| Peer median | $1,440 |
| American Optometric Association: average balance | $164,568 | |
| Peer median | $38,351 |
| American Optometric Association: admin expenses ÷ assets | 0.59% | |
| Peer median | 0.47% |
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 $15M at the end of plan year 2021 to $18.4M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 112 | $18.4M | $504K | $4,497 | 0.59% | Not published | Form 5500 ↗ |
| 2024 | 114 | $16.6M | $503K | $4,415 | 0.47% | Not published | Form 5500 ↗ |
| 2023 | 121 | $14.4M | $482K | $3,983 | 0.52% | Not published | Form 5500 ↗ |
| 2022 | 119 | $12.3M | $442K | $3,712 | 0.49% | Not published | Form 5500 ↗ |
| 2021 | 117 | $15M | $424K | $3,625 | 0.52% | Not published | Form 5500 ↗ |
Common questions
Does American Optometric Association match 401(k) contributions?
The match terms for the Aoa 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $504K in employer contributions, about $4,497 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the American Optometric Association 401(k) match vested?
The vesting schedule for the Aoa 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the American Optometric Association 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is T. Rowe Price Rps, Inc.. The plan administrator is American Optometric Association.
I left American Optometric Association. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (American Optometric Association, (314) 991-4100) or the recordkeeper, T. Rowe Price Rps, Inc.. The American Optometric Association old 401(k) page lists the contacts from every plan filing. Find an old American Optometric Association 401(k)
Data from the public Form 5500 annual reports American Optometric Association 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 American Optometric Association. Not financial advice. Report a correction · Methodology