Institute for Defense Analyses 403(b) match, vesting and fees
What Institute for Defense Analyses' 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.
| Recordkeeper | Tiaa-Teachers Insurance and Annuity | Schedule C ↗ |
| Independent auditor | Sc&H Attest Services, P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,087 defined-contribution plans in professional, scientific, and technical services with 1,000 to 4,999 participants.
| Institute for Defense Analyses: employer contribution per participant | — | |
| Peer median | $2,556 |
| Institute for Defense Analyses: average balance | $328,509 | |
| Peer median | $100,166 |
| Institute for Defense Analyses: admin expenses ÷ assets | 0.03% | |
| Peer median | 0.11% |
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 $851M at the end of plan year 2021 to $875M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,843 | $875M | — | — | 0.03% | Not published | Form 5500 ↗ |
| 2023 | 2,869 | $801M | — | — | 0.04% | Not published | Form 5500 ↗ |
| 2022 | 2,861 | $719M | — | — | 0.03% | Not published | Form 5500 ↗ |
| 2021 | 2,716 | $851M | — | — | 0.03% | Not published | Form 5500 ↗ |
Other Institute for Defense Analyses plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Institute for Defense Analyses Qualified 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 | Tiaa-Teachers Insurance and Annuity | Schedule C ↗ |
| Independent auditor | Sc&H Attest Services, P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
Common questions
Does Institute for Defense Analyses match 401(k) contributions?
The match terms for the Institute for Defense Analyses Tax Deferred Annuity Plan have not been published from its filing yet.
When is the Institute for Defense Analyses 401(k) match vested?
The vesting schedule for the Institute for Defense Analyses Tax Deferred Annuity Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Institute for Defense Analyses 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Tiaa-Teachers Insurance and Annuity. The plan administrator is Institute for Defense Analyses.
I left Institute for Defense Analyses. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Institute for Defense Analyses, (703) 845-2090) or the recordkeeper, Tiaa-Teachers Insurance and Annuity. The Institute for Defense Analyses old 401(k) page lists the contacts from every plan filing. Find an old Institute for Defense Analyses 401(k)
Data from the public Form 5500 annual reports Institute for Defense Analyses 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 Institute for Defense Analyses. Not financial advice. Report a correction · Methodology