Glenwood Academy retirement plan: assets, participants and fees
What Glenwood Academy's retirement plan 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.
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 12,366 defined-contribution plans in educational services with fewer than 100 participants.
| Glenwood Academy: employer contribution per participant | $2,704 | |
| Peer median | $1,180 |
| Glenwood Academy: average balance | $37,744 | |
| Peer median | $26,614 |
| Glenwood Academy: admin expenses ÷ assets | 0.77% | |
| Peer median | 0.38% |
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 $1.9M at the end of plan year 2021 to $2.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 83 | $2.7M | $192K | $2,704 | 0.77% | Not published | 5500-SF ↗ |
| 2023 | 86 | $2.5M | $192K | $3,200 | 0.78% | Not published | 5500-SF ↗ |
| 2022 | 78 | $2.2M | $241K | $3,894 | 0.74% | Not published | 5500-SF ↗ |
| 2021 | 76 | $1.9M | $139K | $2,039 | 0.77% | Not published | 5500-SF ↗ |
Other Glenwood Academy plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Glenwood Academy Employees Defined Benefit 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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Glenwood Academy match 401(k) contributions?
The match terms for the Glenwood Academy Employee Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $192K in employer contributions, about $2,704 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Glenwood Academy 401(k) match vested?
The vesting schedule for the Glenwood Academy Employee Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Glenwood Academy 401(k)?
The filing names Glenwood Academy as plan administrator; it does not list a recordkeeper.
I left Glenwood Academy. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Glenwood Academy, (708) 754-0187). The Glenwood Academy old 401(k) page lists the contacts from every plan filing. Find an old Glenwood Academy 401(k)
Data from the public Form 5500 annual reports Glenwood Academy 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 Glenwood Academy. Not financial advice. Report a correction · Methodology