Chickasaw Nation 401(k) match, vesting and fees
What Chickasaw Nation's 401(k) 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 | Milliman, Inc. | Schedule C ↗ |
| Independent auditor | Forvis Mazars, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 84 defined-contribution plans in construction with 5,000 to 9,999 participants.
| Chickasaw Nation: employer contribution per participant | $1,857 | |
| Peer median | $2,724 |
| Chickasaw Nation: average balance | $43,075 | |
| Peer median | $57,731 |
| Chickasaw Nation: admin expenses ÷ assets | 0.08% | |
| Peer median | 0.23% |
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 $327M at the end of plan year 2023 to $383M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 9,528 | $383M | $16.5M | $1,857 | 0.08% | Not published | Form 5500 ↗ |
| 2023 | 9,093 | $327M | $15M | $1,784 | 0.07% | Not published | Form 5500 ↗ |
Common questions
Does Chickasaw Nation match 401(k) contributions?
The match terms for the Chickasaw Nation Governmental Enterprises 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $16.5M in employer contributions, about $1,857 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Chickasaw Nation 401(k) match vested?
The vesting schedule for the Chickasaw Nation Governmental Enterprises 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Chickasaw Nation 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Milliman, Inc.. The plan administrator is Chickasaw Nation.
I left Chickasaw Nation. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Chickasaw Nation, (580) 436-2603) or the recordkeeper, Milliman, Inc.. The Chickasaw Nation old 401(k) page lists the contacts from every plan filing. Find an old Chickasaw Nation 401(k)
Data from the public Form 5500 annual reports Chickasaw Nation 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 Chickasaw Nation. Not financial advice. Report a correction · Methodology