Dorsey & Whitney 401(k) match, vesting and fees
What Dorsey & Whitney'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 | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Boulay Pllp (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,087 defined-contribution plans in professional, scientific, and technical services with 1,000 to 4,999 participants.
| Dorsey & Whitney: employer contribution per participant | $8,324 | |
| Peer median | $2,556 |
| Dorsey & Whitney: average balance | $357,743 | |
| Peer median | $100,166 |
| Dorsey & Whitney: admin expenses ÷ assets | 0.01% | |
| Peer median | 0.11% |
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 $658M at the end of plan year 2021 to $679M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,906 | $679M | $15.8M | $8,324 | 0.01% | Not published | Form 5500 ↗ |
| 2023 | 1,878 | $622M | $14.3M | $7,687 | 0.01% | Not published | Form 5500 ↗ |
| 2022 | 1,856 | $546M | $13.8M | $7,470 | 0.01% | Not published | Form 5500 ↗ |
| 2021 | 1,751 | $658M | $13.1M | $7,519 | 0.01% | Not published | Form 5500 ↗ |
Other Dorsey & Whitney plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Dorsey & Whitney LLP Cash Balance 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.
| Independent auditor | Boulay Pllp (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Dorsey & Whitney LLP Supplemental Pension 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.
| Independent auditor | Boulay Pllp (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Dorsey & Whitney match 401(k) contributions?
The match terms for the Dorsey & Whitney 401(k) Retirement and Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $15.8M in employer contributions, about $8,324 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Dorsey & Whitney 401(k) match vested?
The vesting schedule for the Dorsey & Whitney 401(k) Retirement and Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Dorsey & Whitney 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The Vanguard Group, Inc.. The plan administrator is Dorsey & Whitney LLP.
I left Dorsey & Whitney. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Dorsey & Whitney LLP, (612) 492-5195) or the recordkeeper, The Vanguard Group, Inc.. The Dorsey & Whitney old 401(k) page lists the contacts from every plan filing. Find an old Dorsey & Whitney 401(k)
Data from the public Form 5500 annual reports Dorsey & Whitney 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 Dorsey & Whitney. Not financial advice. Report a correction · Methodology