Loyola University of Chicago Attn Benefits Department 403(b) match, vesting and fees

Plan year 2024 filingLoyola University Chicago Defined Contribution Retirement Plan · Plan 002 · EIN 36-1408475Updated Oct 2026

What Loyola University of Chicago Attn Benefits Department's 403(b) plan says about matching contributions

The match terms have not been published from this plan's filing yet.
The plan year 2024 filing reports $26M in employer contributions, about $2,998 per participant. That total includes any match and profit-sharing; it is not a match formula. Plan year 2024 Form 5500 ↗
$142,089
Average account balance
8,672
Participants (end of year)
$1.2B
Plan assets (end of year)
0.03%
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.

RecordkeeperTransamerica Retirement SolutionsSchedule C ↗
Independent auditorLegacy Professionals LLP (unmodified opinion, limited scope)Schedule H ↗
Plan type and status403(b) · ActiveForm 5500 ↗

How the plan compares

Plan year 2024 medians for 55 defined-contribution plans in educational services with 5,000 to 9,999 participants.

Loyola University of Chicago Attn Benefits Department: employer contribution per participant$2,998
Peer median$2,692
Loyola University of Chicago Attn Benefits Department: average balance$142,089
Peer median$100,331
Loyola University of Chicago Attn Benefits Department: admin expenses ÷ assets0.03%
Peer median0.06%

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 $1.1B at the end of plan year 2023 to $1.2B at the end of plan year 2024.

$1.1B2023$1.2B2024
End-of-year figures from each plan year's Form 5500 filing for the Loyola University of Chicago Attn Benefits Department plan.
Plan yearParticipantsAssetsEmployer contributionsPer participantAdmin expense ratioMatch formulaFiling
20248,672$1.2B$26M$2,9980.03%Not publishedForm 5500 ↗
20238,646$1.1B$24.1M$2,7860.04%Not publishedForm 5500 ↗

Other Loyola University of Chicago Attn Benefits Department plans (1)

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

Loyola University Employees' Retirement Plan

Plan 333 · EIN 36-1408475 · plan year 2024 filing
$49,794
Average account balance
3,084
Participants (end of year)
$154M
Plan assets (end of year)
1.21%
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 auditorLegacy Professionals LLP (unmodified opinion)Schedule H ↗
Plan type and statusPension (defined benefit) · ActiveForm 5500 ↗

Common questions

Does Loyola University of Chicago Attn Benefits Department match 401(k) contributions?

The match terms for the Loyola University Chicago Defined Contribution Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $26M in employer contributions, about $2,998 per participant. That total includes any match and profit-sharing; it is not a match formula.

When is the Loyola University of Chicago Attn Benefits Department 401(k) match vested?

The vesting schedule for the Loyola University Chicago Defined Contribution Retirement Plan is not in the data published so far. Your Summary Plan Description states it.

Who manages the Loyola University of Chicago Attn Benefits Department 401(k)?

The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Retirement Solutions. The plan administrator is Loyola University of Chicago Attn Benefits Department.

I left Loyola University of Chicago Attn Benefits Department. How do I find my old 401(k)?

Your account stays in the plan until you move it. Contact the plan administrator (Loyola University of Chicago Attn Benefits Department, (312) 915-6175) or the recordkeeper, Transamerica Retirement Solutions. The Loyola University of Chicago Attn Benefits Department old 401(k) page lists the contacts from every plan filing. Find an old Loyola University of Chicago Attn Benefits Department 401(k)

Data from the public Form 5500 annual reports Loyola University of Chicago Attn Benefits Department 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 Loyola University of Chicago Attn Benefits Department. Not financial advice. Report a correction · Methodology