Houghton Mifflin Harcourt Publishing 401(k) match, vesting and fees
What Houghton Mifflin Harcourt Publishing's 401(k) 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 | Fidelity Investments Inst. Ops. Co | Schedule C ↗ |
| Independent auditor | Caron & Bletzer PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 234 defined-contribution plans in information with 1,000 to 4,999 participants.
| Houghton Mifflin Harcourt Publishing: employer contribution per participant | $1,699 | |
| Peer median | $2,213 |
| Houghton Mifflin Harcourt Publishing: average balance | $136,280 | |
| Peer median | $99,234 |
| Houghton Mifflin Harcourt Publishing: admin expenses ÷ assets | 0.08% | |
| Peer median | 0.09% |
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 $583M at the end of plan year 2023 to $644M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 4,879 | $644M | $8M | $1,699 | 0.08% | Not published | Form 5500 ↗ |
| 2023 | 5,290 | $583M | $7.1M | $1,374 | 0.08% | Not published | Form 5500 ↗ |
Other Houghton Mifflin Harcourt Publishing plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Houghton Mifflin 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.
| Independent auditor | Caron & Bletzer, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Houghton Mifflin Harcourt Publishing match 401(k) contributions?
The match terms for the Houghton Mifflin 401(k) Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $8M in employer contributions, about $1,699 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Houghton Mifflin Harcourt Publishing 401(k) match vested?
The vesting schedule for the Houghton Mifflin 401(k) Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Houghton Mifflin Harcourt Publishing 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Inst. Ops. Co. The plan administrator is Houghton Mifflin Investment Committee.
I left Houghton Mifflin Harcourt Publishing. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Houghton Mifflin Investment Committee, (617) 351-5131) or the recordkeeper, Fidelity Investments Inst. Ops. Co. The Houghton Mifflin Harcourt Publishing old 401(k) page lists the contacts from every plan filing. Find an old Houghton Mifflin Harcourt Publishing 401(k)
Data from the public Form 5500 annual reports Houghton Mifflin Harcourt Publishing filed with the U.S. Department of Labor (plan years 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 Houghton Mifflin Harcourt Publishing. Not financial advice. Report a correction · Methodology