John Wiley & Sons 401(k) match, vesting and fees
What John Wiley & Sons' 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 | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Withumsmith+brown, PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 234 defined-contribution plans in information with 1,000 to 4,999 participants.
| John Wiley & Sons: employer contribution per participant | $2,227 | |
| Peer median | $2,213 |
| John Wiley & Sons: average balance | $148,635 | |
| Peer median | $99,234 |
| John Wiley & Sons: admin expenses ÷ assets | 0.02% | |
| 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 $651M at the end of plan year 2023 to $670M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 4,568 | $670M | $10M | $2,227 | 0.02% | Not published | Form 5500 ↗ |
| 2023 | 5,659 | $651M | $13.4M | $2,393 | 0.04% | Not published | Form 5500 ↗ |
Other John Wiley & Sons plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Mthree Corporate Consulting 401(k) 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 | 401(k) · Active | Form 5500 ↗ |
Employees' Retirement Plan of John Wiley & Sons,inc.
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 | Withumsmith+brown, PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does John Wiley & Sons match 401(k) contributions?
The match terms for the John Wiley & Sons, Inc. Employees' Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $10M in employer contributions, about $2,227 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the John Wiley & Sons 401(k) match vested?
The vesting schedule for the John Wiley & Sons, Inc. Employees' Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the John Wiley & Sons 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The Vanguard Group, Inc.. The plan administrator is Benefits Administration Board.
I left John Wiley & Sons. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Benefits Administration Board, (201) 748-6000) or the recordkeeper, The Vanguard Group, Inc.. The John Wiley & Sons old 401(k) page lists the contacts from every plan filing. Find an old John Wiley & Sons 401(k)
Data from the public Form 5500 annual reports John Wiley & Sons 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 John Wiley & Sons. Not financial advice. Report a correction · Methodology