Charles Wright Academy 403(b) match, vesting and fees
What Charles Wright Academy'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 | Clark Nuber P.S. (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.
| Charles Wright Academy: employer contribution per participant | $1,121 | |
| Peer median | $1,800 |
| Charles Wright Academy: average balance | $108,268 | |
| Peer median | $72,234 |
| Charles Wright Academy: 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 $42M at the end of plan year 2021 to $42.3M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 393 | $42.3M | $438K | $1,121 | <0.01% | Not published | Form 5500 ↗ |
| 2024 | 391 | $38.5M | $403K | $1,036 | <0.01% | Not published | Form 5500 ↗ |
| 2023 | 366 | $37.8M | $414K | $1,137 | 0.07% | Not published | Form 5500 ↗ |
| 2022 | 377 | $34.7M | $453K | $1,215 | 0.14% | Not published | Form 5500 ↗ |
| 2021 | 378 | $42M | $499K | $1,339 | 0.00% | Not published | Form 5500 ↗ |
Common questions
Does Charles Wright Academy match 401(k) contributions?
The match terms for the Charles Wright Academy 403(b) Retirement Plan have not been published from its filing yet. The plan year 2025 filing reports $438K in employer contributions, about $1,121 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Charles Wright Academy 401(k) match vested?
The vesting schedule for the Charles Wright Academy 403(b) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Charles Wright Academy 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is TIAA. The plan administrator is Charles Wright Academy.
I left Charles Wright Academy. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Charles Wright Academy, (253) 620-8350) or the recordkeeper, TIAA. The Charles Wright Academy old 401(k) page lists the contacts from every plan filing. Find an old Charles Wright Academy 401(k)
Data from the public Form 5500 annual reports Charles Wright Academy 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 Charles Wright Academy. Not financial advice. Report a correction · Methodology