Encyclopaedia Britannica 401(k) match, vesting and fees
What Encyclopaedia Britannica'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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Weaver and Tidwell, L.L.P. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,508 defined-contribution plans in information with 100 to 499 participants.
| Encyclopaedia Britannica: employer contribution per participant | $1,103 | |
| Peer median | $2,188 |
| Encyclopaedia Britannica: average balance | $133,472 | |
| Peer median | $63,883 |
| Encyclopaedia Britannica: admin expenses ÷ assets | 0.02% | |
| Peer median | 0.27% |
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 $51.6M at the end of plan year 2021 to $59M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 449 | $59M | $487K | $1,103 | 0.02% | Not published | Form 5500 ↗ |
| 2023 | 431 | $53.2M | $412K | $975 | 0.02% | Not published | Form 5500 ↗ |
| 2022 | 401 | $44.7M | $352K | $920 | 0.02% | Not published | Form 5500 ↗ |
| 2021 | 378 | $51.6M | $331K | $900 | <0.01% | Not published | Form 5500 ↗ |
Other Encyclopaedia Britannica plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Encyclopaedia Britannica 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 | Weaver and Tidwell, L.L.P. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Encyclopaedia Britannica match 401(k) contributions?
The match terms for the Encyclopaedia Britannica Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $487K in employer contributions, about $1,103 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Encyclopaedia Britannica 401(k) match vested?
The vesting schedule for the Encyclopaedia Britannica Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Encyclopaedia Britannica 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Encyclopaedia Britannica, Inc..
I left Encyclopaedia Britannica. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Encyclopaedia Britannica, Inc., (312) 347-7000) or the recordkeeper, Fidelity Investments Institutional. The Encyclopaedia Britannica old 401(k) page lists the contacts from every plan filing. Find an old Encyclopaedia Britannica 401(k)
Data from the public Form 5500 annual reports Encyclopaedia Britannica 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 Encyclopaedia Britannica. Not financial advice. Report a correction · Methodology