Conference Board 403(b) match, vesting and fees
What Conference Board'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 | Crowe LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,287 defined-contribution plans in professional, scientific, and technical services with 500 to 999 participants.
| Conference Board: employer contribution per participant | $3,698 | |
| Peer median | $2,600 |
| Conference Board: average balance | $44,418 | |
| Peer median | $84,124 |
| Conference Board: admin expenses ÷ assets | 0.13% | |
| Peer median | 0.17% |
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 $17M at the end of plan year 2021 to $28M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 632 | $28M | $2.3M | $3,698 | 0.13% | Not published | Form 5500 ↗ |
| 2023 | 616 | $25M | $2.2M | $3,613 | 0.13% | Not published | Form 5500 ↗ |
| 2022 | 597 | $20.4M | $2.4M | $4,060 | 0.13% | Not published | Form 5500 ↗ |
| 2021 | 564 | $17M | $2.1M | $3,881 | 0.10% | Not published | Form 5500 ↗ |
Other Conference Board plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Tax-Deferred Annuity Program for Employees of the Conference Board, Inc. (U.S. Staff Members)
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 | Crowe LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
Retirement Income Plan of the Conference Board, Inc. United States Staff Members
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.
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Conference Board match 401(k) contributions?
The match terms for the The Conference Board, Inc. (U.S. Staff Members) Supplemental Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $2.3M in employer contributions, about $3,698 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Conference Board 401(k) match vested?
The vesting schedule for the The Conference Board, Inc. (U.S. Staff Members) Supplemental Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Conference Board 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is TIAA. The plan administrator is The Benefits Administration Committee.
I left Conference Board. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Benefits Administration Committee, (212) 759-0900) or the recordkeeper, TIAA. The Conference Board old 401(k) page lists the contacts from every plan filing. Find an old Conference Board 401(k)
Data from the public Form 5500 annual reports Conference Board 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 Conference Board. Not financial advice. Report a correction · Methodology