Find an old Georgetown University 401(k)

Who to contact about an account in each of the 3 Georgetown University plans, from the filings. Free, no sign-up, no Social Security number.

Georgetown University Voluntary Contribution Retirement Plan

Georgetown University · Plan 002 · EIN 53-0196603 · Washington, DC

Active · plan year 2024 filing403(b)
Plan administratorGeorgetown University
2115 Wisconsin Avenue, Suite 6110, Washington, DC 20007
Form 5500 ↗
Recordkeeper (who holds the accounts)TIAASchedule C ↗
Former employees with balances4,712 separated participants still had money in the planForm 5500 ↗

Georgetown University Defined Contribution Retirement Plan

Georgetown University · Plan 211 · EIN 53-0196603 · Washington, DC

Active · plan year 2024 filing403(b)
Plan administratorGeorgetown University
2115 Wisconsin Avenue, Suite 6110, Washington, DC 20007
Form 5500 ↗
Recordkeeper (who holds the accounts)TIAASchedule C ↗
Former employees with balances7,979 separated participants still had money in the planForm 5500 ↗

Georgetown University Retirement Plan

Georgetown University · Plan 210 · EIN 53-0196603 · Washington, DC

Frozen · plan year 2024 filingPension (defined benefit)
Plan administratorGeorgetown University
Healy Hall, Ground Floor, 37th and O Streets, NW, Washington, DC 20057-0001
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances0 separated participants still had money in the planForm 5500 ↗

Georgetown University 401(k) match, vesting and fees →

Found it? Your options

Leave itOften allowed if your balance is over $7,000. You keep the plan's investments and fees.
Move it to your new job's planIf the new plan accepts roll-ins. Ask the new plan's recordkeeper.
Roll it into an IRAMore investment choices, and you control it. A direct rollover avoids withholding and penalties.
Cash outUsually taxed, plus a 10% penalty if you are under 59½.

General information, not financial or tax advice. Rules depend on your plan and situation.

How to track down the account

  1. Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
  2. If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
  3. Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.

Common questions

How do I find my old Georgetown University 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Georgetown University, (202) 687-2500. The accounts are held by the recordkeeper, TIAA. Have your Social Security number and dates of employment ready.

What is the Georgetown University 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (202) 687-2500.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Georgetown University and does not hold accounts. Not financial advice. Report a correction