Bentley University 403(b) match, vesting and fees
What Bentley University'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 | Fid Inv Inst Ops Co | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 441 defined-contribution plans in educational services with 1,000 to 4,999 participants.
| Bentley University: employer contribution per participant | $3,388 | |
| Peer median | $2,130 |
| Bentley University: average balance | $182,922 | |
| Peer median | $126,258 |
| Bentley University: admin expenses ÷ assets | 0.06% | |
| Peer median | 0.07% |
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 $483M at the end of plan year 2021 to $500M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,814 | $500M | $9.3M | $3,388 | 0.06% | Not published | Form 5500 ↗ |
| 2023 | 2,763 | $454M | $8.6M | $3,236 | 0.06% | Not published | Form 5500 ↗ |
| 2022 | 2,346 | $407M | $8.3M | $3,879 | 0.06% | Not published | Form 5500 ↗ |
| 2021 | 2,201 | $483M | $5.9M | $2,993 | 0.06% | Not published | Form 5500 ↗ |
Common questions
Does Bentley University match 401(k) contributions?
The match terms for the Bentley University Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $9.3M in employer contributions, about $3,388 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Bentley University 401(k) match vested?
The vesting schedule for the Bentley University Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Bentley University 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fid Inv Inst Ops Co. The plan administrator is Bentley University.
I left Bentley University. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Bentley University, (781) 891-2955) or the recordkeeper, Fid Inv Inst Ops Co. The Bentley University old 401(k) page lists the contacts from every plan filing. Find an old Bentley University 401(k)
Data from the public Form 5500 annual reports Bentley University 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 Bentley University. Not financial advice. Report a correction · Methodology