Joslin Diabetes Center 403(b) match, vesting and fees
What Joslin Diabetes Center'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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Caron & Bletzer, PLLC (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 1,281 defined-contribution plans in health care and social assistance with 1,000 to 4,999 participants.
| Joslin Diabetes Center: employer contribution per participant | $694 | |
| Peer median | $1,358 |
| Joslin Diabetes Center: average balance | $149,362 | |
| Peer median | $44,442 |
| Joslin Diabetes Center: admin expenses ÷ assets | 0.04% | |
| Peer median | 0.21% |
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 $213M at the end of plan year 2021 to $193M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,387 | $193M | $897K | $694 | 0.04% | Not published | Form 5500 ↗ |
| 2023 | 1,386 | $181M | $965K | $742 | 0.03% | Not published | Form 5500 ↗ |
| 2022 | 1,348 | $160M | $1M | $779 | 0.03% | Not published | Form 5500 ↗ |
| 2021 | 1,315 | $213M | $593K | $471 | 0.02% | Not published | Form 5500 ↗ |
Common questions
Does Joslin Diabetes Center match 401(k) contributions?
The match terms for the The Joslin Diabetes Center, Inc. Defined Contribution Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $897K in employer contributions, about $694 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Joslin Diabetes Center 401(k) match vested?
The vesting schedule for the The Joslin Diabetes Center, Inc. Defined Contribution Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Joslin Diabetes Center 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Joslin Diabetes Center, Inc..
I left Joslin Diabetes Center. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Joslin Diabetes Center, Inc., (617) 309-2595) or the recordkeeper, Fidelity Investments Institutional. The Joslin Diabetes Center old 401(k) page lists the contacts from every plan filing. Find an old Joslin Diabetes Center 401(k)
Data from the public Form 5500 annual reports Joslin Diabetes Center 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 Joslin Diabetes Center. Not financial advice. Report a correction · Methodology