Financial Accounting Foundation 403(b) match, vesting and fees
What Financial Accounting Foundation'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 | Bdo USA, P.C. (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 2025 medians for 942 defined-contribution plans in other services with 100 to 499 participants.
| Financial Accounting Foundation: employer contribution per participant | $7,721 | |
| Peer median | $1,890 |
| Financial Accounting Foundation: average balance | $395,509 | |
| Peer median | $56,033 |
| Financial Accounting Foundation: admin expenses ÷ assets | <0.01% | |
| Peer median | 0.37% |
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 $119M at the end of plan year 2021 to $148M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 373 | $148M | $2.9M | $7,721 | <0.01% | Not published | Form 5500 ↗ |
| 2024 | 383 | $138M | $2.8M | $7,286 | <0.01% | Not published | Form 5500 ↗ |
| 2023 | 369 | $118M | $2.7M | $7,201 | <0.01% | Not published | Form 5500 ↗ |
| 2022 | 363 | $99.7M | $2.2M | $6,206 | <0.01% | Not published | Form 5500 ↗ |
| 2021 | 358 | $119M | $2.2M | $6,118 | <0.01% | Not published | Form 5500 ↗ |
Other Financial Accounting Foundation plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Financial Accounting Foundation Employees' 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 | Bdo USA, P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Financial Accounting Foundation match 401(k) contributions?
The match terms for the Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan have not been published from its filing yet. The plan year 2025 filing reports $2.9M in employer contributions, about $7,721 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Financial Accounting Foundation 401(k) match vested?
The vesting schedule for the Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Financial Accounting Foundation 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is TIAA. The plan administrator is Financial Accounting Foundation.
I left Financial Accounting Foundation. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Financial Accounting Foundation, (203) 847-0700) or the recordkeeper, TIAA. The Financial Accounting Foundation old 401(k) page lists the contacts from every plan filing. Find an old Financial Accounting Foundation 401(k)
Data from the public Form 5500 annual reports Financial Accounting Foundation filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Financial Accounting Foundation. Not financial advice. Report a correction · Methodology