Dana-Farber Cancer Institute 403(b) match, vesting and fees
What Dana-Farber Cancer Institute'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 2024 medians for 244 defined-contribution plans in health care and social assistance with 10,000 to 49,999 participants.
| Dana-Farber Cancer Institute: employer contribution per participant | — | |
| Peer median | $2,155 |
| Dana-Farber Cancer Institute: average balance | $79,950 | |
| Peer median | $66,935 |
| Dana-Farber Cancer Institute: 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 $678M at the end of plan year 2021 to $870M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 13,499 | $870M | — | — | 0.04% | Not published | Form 5500 ↗ |
| 2023 | 13,209 | $735M | — | — | 0.03% | Not published | Form 5500 ↗ |
| 2022 | 12,056 | $595M | — | — | 0.03% | Not published | Form 5500 ↗ |
| 2021 | 11,280 | $678M | $9,024 | $1 | 0.03% | Not published | Form 5500 ↗ |
Other Dana-Farber Cancer Institute plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Dana-Farber Cancer Institute Retirement Plan
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 | Profit-sharing · Active | Form 5500 ↗ |
Retirement Plan for Employees of Dana-Farber Cancer Institute, Inc
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 | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Caron & Bletzer, PLLC (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Dana-Farber Cancer Institute match 401(k) contributions?
The match terms for the Dana-Farber Cancer Institute Tax Deferred Annuity Plan have not been published from its filing yet.
When is the Dana-Farber Cancer Institute 401(k) match vested?
The vesting schedule for the Dana-Farber Cancer Institute Tax Deferred Annuity Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Dana-Farber Cancer Institute 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Dana-Farber Cancer Institute, Inc..
I left Dana-Farber Cancer Institute. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Dana-Farber Cancer Institute, Inc., (617) 632-3052) or the recordkeeper, Fidelity Investments Institutional. The Dana-Farber Cancer Institute old 401(k) page lists the contacts from every plan filing. Find an old Dana-Farber Cancer Institute 401(k)
Data from the public Form 5500 annual reports Dana-Farber Cancer Institute 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 Dana-Farber Cancer Institute. Not financial advice. Report a correction · Methodology