Fresh Air Fund 403(b) match, vesting and fees

Plan year 2024 filingThe Fresh Air Fund Tax Sheltered Annuity Plan · Plan 003 · EIN 13-1656653Updated Oct 2026

What Fresh Air Fund's 403(b) plan says about matching contributions

The match terms have not been published from this plan's filing yet.
The plan year 2024 filing reports $0 in employer contributions, about $0 per participant. That total includes any match and profit-sharing; it is not a match formula. Plan year 2024 Form 5500 ↗
$90,424
Average account balance
74
Participants (end of year)
$6.6M
Plan assets (end of year)
0.11%
Admin expenses ÷ assets

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.

Plan type and status403(b) · ActiveForm 5500 ↗

Plan history

Plan assets went from $4.7M at the end of plan year 2021 to $6.6M at the end of plan year 2024.

$4.7M2021$4.4M2022$5.2M2023$6.6M2024
End-of-year figures from each plan year's Form 5500 filing for the Fresh Air Fund plan.
Plan yearParticipantsAssetsEmployer contributionsPer participantAdmin expense ratioMatch formulaFiling
202474$6.6M$0$00.11%Not publishedForm 5500 ↗
202370$5.2M$0$0<0.01%Not publishedForm 5500 ↗
202269$4.4M$0$0<0.01%Not publishedForm 5500 ↗
202173$4.7M$0$0<0.01%Not publishedForm 5500 ↗

Other Fresh Air Fund plans (3)

Each plan files its own Form 5500. Figures are from each plan's latest filing.

The Fresh Air Fund Fixed Annuity Retirement Plan

Plan 002 · EIN 13-1656653 · plan year 2025 filing
$16,807
Average account balance
1
Participants (end of year)
$17K
Plan assets (end of year)
0.15%
Admin expenses ÷ assets

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.

Plan type and status403(b) · ActiveForm 5500 ↗

The Fresh Air Fund Pension Plan

Plan 004 · EIN 13-1656653 · plan year 2024 filing
$31,190
Average account balance
136
Participants (end of year)
$4.2M
Plan assets (end of year)
0.16%
Admin expenses ÷ assets

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.

RecordkeeperFidelity Investments InstitutionalSchedule C ↗
Independent auditorPkf O'Connor Davies LLP (unmodified opinion, limited scope)Schedule H ↗
Plan type and statusRetirement · ActiveForm 5500 ↗

Retirement Plan of the Fresh Air Fund

Plan 001 · EIN 13-1656653 · plan year 2022 filing
$212,583
Average account balance
36
Participants (end of year)
$7.7M
Plan assets (end of year)
0.14%
Admin expenses ÷ assets

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.

Plan type and statusPension (defined benefit) · ActiveForm 5500 ↗

Common questions

Does Fresh Air Fund match 401(k) contributions?

The match terms for the The Fresh Air Fund Tax Sheltered Annuity Plan have not been published from its filing yet. The plan year 2024 filing reports $0 in employer contributions, about $0 per participant. That total includes any match and profit-sharing; it is not a match formula.

When is the Fresh Air Fund 401(k) match vested?

The vesting schedule for the The Fresh Air Fund Tax Sheltered Annuity Plan is not in the data published so far. Your Summary Plan Description states it.

Who manages the Fresh Air Fund 401(k)?

The filing names The Fresh Air Fund as plan administrator; it does not list a recordkeeper.

I left Fresh Air Fund. How do I find my old 401(k)?

Your account stays in the plan until you move it. Contact the plan administrator (The Fresh Air Fund, (212) 897-8963). The Fresh Air Fund old 401(k) page lists the contacts from every plan filing. Find an old Fresh Air Fund 401(k)

Data from the public Form 5500 annual reports Fresh Air Fund 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 Fresh Air Fund. Not financial advice. Report a correction · Methodology