Brandeis University 403(b) match, vesting and fees
What Brandeis 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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Caron & Bletzer PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 93 defined-contribution plans in educational services with 1,000 to 4,999 participants.
| Brandeis University: employer contribution per participant | $3,230 | |
| Peer median | $2,292 |
| Brandeis University: average balance | $247,932 | |
| Peer median | $144,662 |
| Brandeis University: admin expenses ÷ assets | 0.04% | |
| Peer median | 0.08% |
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 $850M at the end of plan year 2021 to $923M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 4,235 | $923M | $12M | $3,230 | 0.04% | Not published | Form 5500 ↗ |
| 2024 | 4,137 | $855M | $12.1M | $3,470 | 0.04% | Not published | Form 5500 ↗ |
| 2023 | 4,389 | $799M | $11.4M | $3,184 | 0.03% | Not published | Form 5500 ↗ |
| 2022 | 4,011 | $720M | $10.9M | $3,171 | 0.05% | Not published | Form 5500 ↗ |
| 2021 | 4,092 | $850M | $5.5M | $1,686 | 0.04% | Not published | Form 5500 ↗ |
Other Brandeis University plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Brandeis University Defined Contribution Retirement Plan for Nonexempt Employees
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 | Fidelity Investments | Schedule C ↗ |
| Independent auditor | Caron & Bletzer PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
Common questions
Does Brandeis University match 401(k) contributions?
The match terms for the Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees have not been published from its filing yet. The plan year 2025 filing reports $12M in employer contributions, about $3,230 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Brandeis University 401(k) match vested?
The vesting schedule for the Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees is not in the data published so far. Your Summary Plan Description states it.
Who manages the Brandeis University 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Fidelity Investments Institutional. The plan administrator is Brandeis University.
I left Brandeis University. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Brandeis University, (781) 736-4474) or the recordkeeper, Fidelity Investments Institutional. The Brandeis University old 401(k) page lists the contacts from every plan filing. Find an old Brandeis University 401(k)
Data from the public Form 5500 annual reports Brandeis University 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 Brandeis University. Not financial advice. Report a correction · Methodology