Independent Order of Foresters 401(k) match, vesting and fees
What Independent Order of Foresters' 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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Tait Weller (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,409 defined-contribution plans in finance and insurance with 100 to 499 participants.
| Independent Order of Foresters: employer contribution per participant | $3,582 | |
| Peer median | $2,868 |
| Independent Order of Foresters: average balance | $150,875 | |
| Peer median | $95,281 |
| Independent Order of Foresters: admin expenses ÷ assets | 0.33% | |
| Peer median | 0.22% |
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 $14.1M at the end of plan year 2021 to $17.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 116 | $17.5M | $416K | $3,582 | 0.33% | Not published | Form 5500 ↗ |
| 2023 | 119 | $15.1M | $387K | $3,249 | 0.24% | Not published | Form 5500 ↗ |
| 2022 | 109 | $12.3M | $401K | $3,683 | 0.30% | Not published | Form 5500 ↗ |
| 2021 | 102 | $14.1M | $287K | $2,818 | 0.21% | Not published | Form 5500 ↗ |
Other Independent Order of Foresters plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Foresters Financial 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.
| Plan type and status | Profit-sharing · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Independent Order of Foresters match 401(k) contributions?
The match terms for the The Independent Order of Foresters 401(k) Savings & Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $416K in employer contributions, about $3,582 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Independent Order of Foresters 401(k) match vested?
The vesting schedule for the The Independent Order of Foresters 401(k) Savings & Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Independent Order of Foresters 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is The Independent Order of Foresters.
I left Independent Order of Foresters. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Independent Order of Foresters, (416) 429-3000) or the recordkeeper, Principal Life Insurance Company. The Independent Order of Foresters old 401(k) page lists the contacts from every plan filing. Find an old Independent Order of Foresters 401(k)
Data from the public Form 5500 annual reports Independent Order of Foresters 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 Independent Order of Foresters. Not financial advice. Report a correction · Methodology