Headstart of Rockland 403(b) match, vesting and fees
What Headstart of Rockland'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.
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 2,134 defined-contribution plans in educational services with 100 to 499 participants.
| Headstart of Rockland: employer contribution per participant | $1,021 | |
| Peer median | $1,684 |
| Headstart of Rockland: average balance | $31,689 | |
| Peer median | $62,952 |
| Headstart of Rockland: admin expenses ÷ assets | 0.03% | |
| Peer median | 0.17% |
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 $4.6M at the end of plan year 2021 to $3.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 177 | $3.8M | $124K | $1,021 | 0.03% | Not published | 5500-SF ↗ |
| 2023 | 166 | $4.9M | $227K | $2,465 | <0.01% | Not published | 5500-SF ↗ |
| 2022 | 154 | $4.1M | $236K | $2,714 | 0.45% | Not published | Form 5500 ↗ |
| 2021 | 155 | $4.6M | $190K | $1,809 | 0.57% | Not published | Form 5500 ↗ |
Other Headstart of Rockland plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Head Start of Rockland, Inc. 401(a) Profit Sharing 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 | John Hancock New York | Schedule C ↗ |
| Independent auditor | Cerini & Associates (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Headstart of Rockland 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.
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Common questions
Does Headstart of Rockland match 401(k) contributions?
The match terms for the Head Start of Rockland, Inc. 403(b) Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $124K in employer contributions, about $1,021 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Headstart of Rockland 401(k) match vested?
The vesting schedule for the Head Start of Rockland, Inc. 403(b) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Headstart of Rockland 401(k)?
The filing names Head Start of Rockland, Inc. as plan administrator; it does not list a recordkeeper.
I left Headstart of Rockland. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Head Start of Rockland, Inc., (845) 429-4122). The Headstart of Rockland old 401(k) page lists the contacts from every plan filing. Find an old Headstart of Rockland 401(k)
Data from the public Form 5500 annual reports Headstart of Rockland 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 Headstart of Rockland. Not financial advice. Report a correction · Methodology