Belmont Day School 403(b) match, vesting and fees
What Belmont Day School'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 | TIAA | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2025 medians for 590 defined-contribution plans in educational services with 100 to 499 participants.
| Belmont Day School: employer contribution per participant | $1,802 | |
| Peer median | $1,800 |
| Belmont Day School: average balance | $113,091 | |
| Peer median | $72,234 |
| Belmont Day School: admin expenses ÷ assets | <0.01% | |
| Peer median | 0.18% |
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 $23.3M at the end of plan year 2021 to $29M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 257 | $29M | $461K | $1,802 | <0.01% | Not published | Form 5500 ↗ |
| 2024 | 254 | $25.7M | $433K | $1,704 | 0.00% | Not published | Form 5500 ↗ |
| 2023 | 252 | $22.6M | $418K | $1,658 | <0.01% | Not published | Form 5500 ↗ |
| 2022 | 243 | $19.3M | $381K | $1,572 | <0.01% | Not published | Form 5500 ↗ |
| 2021 | 231 | $23.3M | $376K | $1,629 | 0.00% | Not published | Form 5500 ↗ |
Common questions
Does Belmont Day School match 401(k) contributions?
The match terms for the Belmont Day School Dc Retirement Plan have not been published from its filing yet. The plan year 2025 filing reports $461K in employer contributions, about $1,802 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Belmont Day School 401(k) match vested?
The vesting schedule for the Belmont Day School Dc Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Belmont Day School 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is TIAA. The plan administrator is The Belmont Day School, Inc..
I left Belmont Day School. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Belmont Day School, Inc., (617) 484-3078) or the recordkeeper, TIAA. The Belmont Day School old 401(k) page lists the contacts from every plan filing. Find an old Belmont Day School 401(k)
Data from the public Form 5500 annual reports Belmont Day School 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 Belmont Day School. Not financial advice. Report a correction · Methodology