Jennison Associates 401(k) match, vesting and fees
What Jennison Associates' 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 | Empower Life & Annuity Insurance Co | Schedule C ↗ |
| Independent auditor | Mitchell Titus (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 208 defined-contribution plans in finance and insurance with 500 to 999 participants.
| Jennison Associates: employer contribution per participant | $19,416 | |
| Peer median | $3,090 |
| Jennison Associates: average balance | $874,462 | |
| Peer median | $119,169 |
| Jennison Associates: admin expenses ÷ assets | 0.03% | |
| Peer median | 0.10% |
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 $450M at the end of plan year 2021 to $540M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 636 | $540M | $12M | $19,416 | 0.03% | Not published | Form 5500 ↗ |
| 2024 | 629 | $486M | $11.4M | $18,773 | 0.04% | Not published | Form 5500 ↗ |
| 2023 | 614 | $437M | $8.1M | $13,132 | 0.04% | Not published | Form 5500 ↗ |
| 2022 | 609 | $359M | $8.9M | $14,544 | 0.04% | Not published | Form 5500 ↗ |
| 2021 | 577 | $450M | $15M | $26,058 | 0.04% | Not published | Form 5500 ↗ |
Common questions
Does Jennison Associates match 401(k) contributions?
The match terms for the Jennison Associates Savings Plan have not been published from its filing yet. The plan year 2025 filing reports $12M in employer contributions, about $19,416 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Jennison Associates 401(k) match vested?
The vesting schedule for the Jennison Associates Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Jennison Associates 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Empower Life & Annuity Insurance Co. The plan administrator is Jennison Associates LLC.
I left Jennison Associates. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Jennison Associates LLC, (212) 833-0640) or the recordkeeper, Empower Life & Annuity Insurance Co. The Jennison Associates old 401(k) page lists the contacts from every plan filing. Find an old Jennison Associates 401(k)
Data from the public Form 5500 annual reports Jennison Associates 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 Jennison Associates. Not financial advice. Report a correction · Methodology