Case Western Reserve University 403(b) match, vesting and fees
What Case Western Reserve 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 | Vanguard Group Inc. | Schedule C ↗ |
| Independent auditor | Maloney & Novotny, LLC (disclaimer 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 55 defined-contribution plans in educational services with 5,000 to 9,999 participants.
| Case Western Reserve University: employer contribution per participant | $4,542 | |
| Peer median | $2,692 |
| Case Western Reserve University: average balance | $366,069 | |
| Peer median | $100,331 |
| Case Western Reserve University: admin expenses ÷ assets | 0.02% | |
| Peer median | 0.06% |
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 $2B at the end of plan year 2023 to $2.1B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 5,869 | $2.1B | $25.7M | $4,542 | 0.02% | Not published | Form 5500 ↗ |
| 2023 | 5,922 | $2B | $23.9M | $4,198 | 0.02% | Not published | Form 5500 ↗ |
Other Case Western Reserve University plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Employees Supplemental Retirement Plan C
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 | Vanguard Group Inc. | Schedule C ↗ |
| Independent auditor | Maloney & Novotny (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
Case Western Reserve University Employees Retirement Plan B
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.
| Independent auditor | Maloney & Novotny, LLC (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Case Western Reserve University match 401(k) contributions?
The match terms for the Faculty and Key Administrative Employee'S Retirement Plan a have not been published from its filing yet. The plan year 2024 filing reports $25.7M in employer contributions, about $4,542 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Case Western Reserve University 401(k) match vested?
The vesting schedule for the Faculty and Key Administrative Employee'S Retirement Plan a is not in the data published so far. Your Summary Plan Description states it.
Who manages the Case Western Reserve University 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Vanguard Group Inc.. The plan administrator is Case Western Reserve University.
I left Case Western Reserve University. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Case Western Reserve University, (216) 368-2000) or the recordkeeper, Vanguard Group Inc.. The Case Western Reserve University old 401(k) page lists the contacts from every plan filing. Find an old Case Western Reserve University 401(k)
Data from the public Form 5500 annual reports Case Western Reserve University filed with the U.S. Department of Labor (plan years 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 Case Western Reserve University. Not financial advice. Report a correction · Methodology