Institute for the Future 403(b) match, vesting and fees
What Institute for the Future'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.
| Recordkeeper | TIAA | Schedule C ↗ |
| Independent auditor | Hood & Strong LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Institute for the Future: employer contribution per participant | $2,702 | |
| Peer median | $2,521 |
| Institute for the Future: average balance | $265,030 | |
| Peer median | $75,833 |
| Institute for the Future: admin expenses ÷ assets | <0.01% | |
| Peer median | 0.27% |
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 $25M at the end of plan year 2021 to $27.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 108 | $27.8M | $284K | $2,702 | <0.01% | Not published | Form 5500 ↗ |
| 2023 | 114 | $25.1M | $567K | $5,065 | <0.01% | Not published | Form 5500 ↗ |
| 2022 | 121 | $22.2M | $578K | $4,938 | <0.01% | Not published | Form 5500 ↗ |
| 2021 | 113 | $25M | $488K | $4,439 | <0.01% | Not published | Form 5500 ↗ |
Common questions
Does Institute for the Future match 401(k) contributions?
The match terms for the Institute for the Future Dc Plan have not been published from its filing yet. The plan year 2024 filing reports $284K in employer contributions, about $2,702 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Institute for the Future 401(k) match vested?
The vesting schedule for the Institute for the Future Dc Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Institute for the Future 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is TIAA. The plan administrator is Institute for the Future.
I left Institute for the Future. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Institute for the Future, (650) 854-6322) or the recordkeeper, TIAA. The Institute for the Future old 401(k) page lists the contacts from every plan filing. Find an old Institute for the Future 401(k)
Data from the public Form 5500 annual reports Institute for the Future 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 the Future. Not financial advice. Report a correction · Methodology