Knights of Columbus 401(k) match, vesting and fees

Plan year 2025 filingThe Management Tax Savings Investment Plan for Knights of Columbus · Plan 004 · EIN 06-0416470Updated Oct 2026

What Knights of Columbus' 401(k) plan says about matching contributions

The match terms have not been published from this plan's filing yet.
The plan year 2025 filing reports $2.7M in employer contributions, about $2,833 per participant. That total includes any match and profit-sharing; it is not a match formula. Plan year 2025 Form 5500 ↗
$191,802
Average account balance
949
Participants (end of year)
$180M
Plan assets (end of year)
0.07%
Admin expenses ÷ assets

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.

RecordkeeperPrincipal Life Insurance CompanySchedule C ↗
Independent auditorSeward and Monde, Cpas (unmodified opinion, limited scope)Schedule H ↗
Plan type and status401(k) · ActiveForm 5500 ↗

How the plan compares

Plan year 2025 medians for 208 defined-contribution plans in finance and insurance with 500 to 999 participants.

Knights of Columbus: employer contribution per participant$2,833
Peer median$3,090
Knights of Columbus: average balance$191,802
Peer median$119,169
Knights of Columbus: admin expenses ÷ assets0.07%
Peer median0.10%

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 $138M at the end of plan year 2021 to $180M at the end of plan year 2025.

$138M2021$120M2022$139M2023$156M2024$180M2025
End-of-year figures from each plan year's Form 5500 filing for the Knights of Columbus plan.
Plan yearParticipantsAssetsEmployer contributionsPer participantAdmin expense ratioMatch formulaFiling
2025949$180M$2.7M$2,8330.07%Not publishedForm 5500 ↗
2024928$156M$2.2M$2,4160.07%Not publishedForm 5500 ↗
2023875$139M$2.1M$2,4710.07%Not publishedForm 5500 ↗
2022840$120M$2M$2,4760.06%Not publishedForm 5500 ↗
2021817$138M$1.9M$2,4130.06%Not publishedForm 5500 ↗

Other Knights of Columbus plans (4)

Each plan files its own Form 5500. Figures are from each plan's latest filing.

The Knights of Columbus Tax Savings Investment Plan for U.S. Agents

Plan 005 · EIN 06-0416470 · plan year 2025 filing
$111,127
Average account balance
933
Participants (end of year)
$47.8M
Plan assets (end of year)
0.08%
Admin expenses ÷ assets

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.

RecordkeeperPrincipal Life Insurance CompanySchedule C ↗
Independent auditorSeward and Monde, Cpas (unmodified opinion, limited scope)Schedule H ↗
Plan type and status401(k) · ActiveForm 5500 ↗

Knights of Columbus Agents Pension Plan

Plan 003 · EIN 06-0416470 · plan year 2024 filing
$85,907
Average account balance
3,071
Participants (end of year)
$264M
Plan assets (end of year)
<0.01%
Admin expenses ÷ assets

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 auditorSeward and Monde Cpas (unmodified opinion)Schedule H ↗
Plan type and statusPension (defined benefit) · ActiveForm 5500 ↗

Knights of Columbus Retirement Plan for Non-Bargaining Unit Employees

Plan 002 · EIN 06-0416470 · plan year 2024 filing
$258,490
Average account balance
1,120
Participants (end of year)
$290M
Plan assets (end of year)
$10,714
Employer contribution per participant

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 auditorSeward and Monde Cpas (unmodified opinion)Schedule H ↗
Plan type and statusPension (defined benefit) · ActiveForm 5500 ↗

Knights of Columbus Retirement Plan for Bargaining Unit Employees

Plan 001 · EIN 06-0416470 · plan year 2024 filing
$137,163
Average account balance
809
Participants (end of year)
$111M
Plan assets (end of year)
—
Employer contribution per participant

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 auditorSeward and Monde Cpas (unmodified opinion)Schedule H ↗
Plan type and statusPension (defined benefit) · ActiveForm 5500 ↗

Common questions

Does Knights of Columbus match 401(k) contributions?

The match terms for the The Management Tax Savings Investment Plan for Knights of Columbus have not been published from its filing yet. The plan year 2025 filing reports $2.7M in employer contributions, about $2,833 per participant. That total includes any match and profit-sharing; it is not a match formula.

When is the Knights of Columbus 401(k) match vested?

The vesting schedule for the The Management Tax Savings Investment Plan for Knights of Columbus is not in the data published so far. Your Summary Plan Description states it.

Who manages the Knights of Columbus 401(k)?

The recordkeeper listed on Schedule C of the plan year 2025 filing is Principal Life Insurance Company. The plan administrator is Knights of Columbus.

I left Knights of Columbus. How do I find my old 401(k)?

Your account stays in the plan until you move it. Contact the plan administrator (Knights of Columbus, (203) 752-4000) or the recordkeeper, Principal Life Insurance Company. The Knights of Columbus old 401(k) page lists the contacts from every plan filing. Find an old Knights of Columbus 401(k)

Data from the public Form 5500 annual reports Knights of Columbus 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 Knights of Columbus. Not financial advice. Report a correction · Methodology