Benaroya Research Institute at Virginia Mason 403(b) match, vesting and fees
What Benaroya Research Institute at Virginia Mason'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 | Ernst & Young, 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 2024 medians for 1,287 defined-contribution plans in professional, scientific, and technical services with 500 to 999 participants.
| Benaroya Research Institute at Virginia Mason: employer contribution per participant | $3,362 | |
| Peer median | $2,600 |
| Benaroya Research Institute at Virginia Mason: average balance | $141,710 | |
| Peer median | $84,124 |
| Benaroya Research Institute at Virginia Mason: admin expenses ÷ assets | 0.04% | |
| Peer median | 0.17% |
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 $86.4M at the end of plan year 2021 to $102M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 735 | $102M | $2.4M | $3,362 | 0.04% | Not published | Form 5500 ↗ |
| 2023 | 726 | $88M | $2.3M | $3,160 | 0.06% | Not published | Form 5500 ↗ |
| 2022 | 729 | $73.6M | $2.1M | $2,930 | 0.07% | Not published | Form 5500 ↗ |
| 2021 | 720 | $86.4M | $2M | $2,835 | 0.07% | Not published | Form 5500 ↗ |
Common questions
Does Benaroya Research Institute at Virginia Mason match 401(k) contributions?
The match terms for the Benaroya Research Institute at Virginia Mason 403(b) Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $2.4M in employer contributions, about $3,362 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Benaroya Research Institute at Virginia Mason 401(k) match vested?
The vesting schedule for the Benaroya Research Institute at Virginia Mason 403(b) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Benaroya Research Institute at Virginia Mason 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is TIAA. The plan administrator is Benaroya Research Institute at Virginia Mason.
I left Benaroya Research Institute at Virginia Mason. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Benaroya Research Institute at Virginia Mason, (206) 342-6500) or the recordkeeper, TIAA. The Benaroya Research Institute at Virginia Mason old 401(k) page lists the contacts from every plan filing. Find an old Benaroya Research Institute at Virginia Mason 401(k)
Data from the public Form 5500 annual reports Benaroya Research Institute at Virginia Mason 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 Benaroya Research Institute at Virginia Mason. Not financial advice. Report a correction · Methodology