Battelle Memorial Institute 401(k) match, vesting and fees
What Battelle Memorial Institute'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 | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Meaden & Moore, Ltd. (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 93 defined-contribution plans in professional, scientific, and technical services with 10,000 to 49,999 participants.
| Battelle Memorial Institute: employer contribution per participant | $3,744 | |
| Peer median | $2,636 |
| Battelle Memorial Institute: average balance | $253,713 | |
| Peer median | $138,945 |
| Battelle Memorial Institute: admin expenses ÷ assets | 0.06% | |
| Peer median | 0.05% |
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 $2.4B at the end of plan year 2021 to $3.4B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 13,617 | $3.4B | $50.1M | $3,744 | 0.06% | Not published | Form 5500 ↗ |
| 2023 | 13,456 | $3.1B | $48.9M | $3,695 | 0.06% | Not published | Form 5500 ↗ |
| 2022 | 13,282 | $2.7B | $46.1M | $3,530 | 0.06% | Not published | Form 5500 ↗ |
| 2021 | 12,819 | $2.4B | $40.7M | $3,239 | 0.05% | Not published | Form 5500 ↗ |
Other Battelle Memorial Institute plans (3)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute
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 | Telus Health (Us) Ltd. | Schedule C ↗ |
| Independent auditor | Meaden and Moore, Ltd (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
The 2017 Employees' Pension Plan of Battelle Memorial Institute
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 | Telus Health (Us) Ltd. | Schedule C ↗ |
| Independent auditor | Meaden and Moore, Ltd (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Employees Pension Plan of Battelle Memorial Institute
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 | Lifeworks (Us) Ltd. | Schedule C ↗ |
| Independent auditor | Meaden & Moore, Ltd. (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Battelle Memorial Institute match 401(k) contributions?
The match terms for the Battelle Employees' Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $50.1M in employer contributions, about $3,744 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Battelle Memorial Institute 401(k) match vested?
The vesting schedule for the Battelle Employees' Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Battelle Memorial Institute 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The Vanguard Group, Inc.. The plan administrator is Battelle Memorial Institute.
I left Battelle Memorial Institute. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Battelle Memorial Institute, (614) 424-6350) or the recordkeeper, The Vanguard Group, Inc.. The Battelle Memorial Institute old 401(k) page lists the contacts from every plan filing. Find an old Battelle Memorial Institute 401(k)
Data from the public Form 5500 annual reports Battelle Memorial Institute 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 Battelle Memorial Institute. Not financial advice. Report a correction · Methodology