Loyola University New Orleans 403(b) match, vesting and fees
What Loyola University New Orleans' 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 | Wegmann Dazet, Apc (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 441 defined-contribution plans in educational services with 1,000 to 4,999 participants.
| Loyola University New Orleans: employer contribution per participant | $362 | |
| Peer median | $2,130 |
| Loyola University New Orleans: average balance | $115,158 | |
| Peer median | $126,258 |
| Loyola University New Orleans: admin expenses ÷ assets | 0.08% | |
| Peer median | 0.07% |
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 $219M at the end of plan year 2021 to $282M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,569 | $282M | $888K | $362 | 0.08% | Not published | Form 5500 ↗ |
| 2023 | 2,410 | $270M | $868K | $381 | 0.08% | Not published | Form 5500 ↗ |
| 2022 | 1,941 | $189M | $873K | $460 | 0.05% | Not published | Form 5500 ↗ |
| 2021 | 1,922 | $219M | $353K | $188 | 0.06% | Not published | Form 5500 ↗ |
Other Loyola University New Orleans plans (4)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Loyola University Supplemental Retirement Account Valic
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 | 403(b) · Active | Form 5500 ↗ |
Loyola University Supplemental Retirement Account Fidelity 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 | 403(b) · Active | Form 5500 ↗ |
Loyola University Supplemental Retirement Account Twentieth Century
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 | 403(b) · Active | Form 5500 ↗ |
Loyola University Supplemental Retirement 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.
| Recordkeeper | TIAA | Schedule C ↗ |
| Independent auditor | Wegmann Dazet, Apc (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Loyola University New Orleans match 401(k) contributions?
The match terms for the Loyola University Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $888K in employer contributions, about $362 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Loyola University New Orleans 401(k) match vested?
The vesting schedule for the Loyola University Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Loyola University New Orleans 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is TIAA. The plan administrator is Loyola University New Orleans.
I left Loyola University New Orleans. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Loyola University New Orleans, (504) 864-7757) or the recordkeeper, TIAA. The Loyola University New Orleans old 401(k) page lists the contacts from every plan filing. Find an old Loyola University New Orleans 401(k)
Data from the public Form 5500 annual reports Loyola University New Orleans 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 Loyola University New Orleans. Not financial advice. Report a correction · Methodology