Educational Testing Service 403(b) match, vesting and fees
What Educational Testing Service'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 | Fid Inv Instl Ops | Schedule C ↗ |
| Independent auditor | Grant Thornton LLP (disclaimer 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 2024 medians for 55 defined-contribution plans in educational services with 5,000 to 9,999 participants.
| Educational Testing Service: employer contribution per participant | $1,225 | |
| Peer median | $2,692 |
| Educational Testing Service: average balance | $157,543 | |
| Peer median | $100,331 |
| Educational Testing Service: admin expenses ÷ assets | 0.02% | |
| Peer median | 0.06% |
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 $929M at the end of plan year 2023 to $982M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 7,041 | $982M | $7.6M | $1,225 | 0.02% | Not published | Form 5500 ↗ |
| 2023 | 6,267 | $929M | $7.9M | $1,333 | 0.02% | Not published | Form 5500 ↗ |
Other Educational Testing Service plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Educational Testing Service 401(a) 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 Inv Instl Ops | Schedule C ↗ |
| Independent auditor | Grant Thornton LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Educational Testing Service match 401(k) contributions?
The match terms for the Educational Testing Service 403(b) Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $7.6M in employer contributions, about $1,225 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Educational Testing Service 401(k) match vested?
The vesting schedule for the Educational Testing Service 403(b) Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Educational Testing Service 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fid Inv Instl Ops. The plan administrator is Educational Testing Service.
I left Educational Testing Service. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Educational Testing Service, (609) 524-8245) or the recordkeeper, Fid Inv Instl Ops. The Educational Testing Service old 401(k) page lists the contacts from every plan filing. Find an old Educational Testing Service 401(k)
Data from the public Form 5500 annual reports Educational Testing Service 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 Educational Testing Service. Not financial advice. Report a correction · Methodology