Marymount University 403(b) match, vesting and fees
What Marymount University'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 | Voya Retirement Insurance & Annuity | 2023 Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
The recordkeeper is from the plan year 2023 filing, the latest that names one. The other rows are from the plan year 2024 filing.
How the plan compares
Plan year 2024 medians for 441 defined-contribution plans in educational services with 1,000 to 4,999 participants.
| Marymount University: employer contribution per participant | $1,360 | |
| Peer median | $2,130 |
| Marymount University: average balance | $75,526 | |
| Peer median | $126,258 |
| Marymount University: admin expenses ÷ assets | 0.10% | |
| 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 $141M at the end of plan year 2021 to $134M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,016 | $134M | $2.4M | $1,360 | 0.10% | Not published | Form 5500 ↗ |
| 2023 | 1,801 | $127M | $2.1M | $1,192 | 0.07% | Not published | Form 5500 ↗ |
| 2022 | 1,195 | $119M | $1.9M | $2,653 | 0.12% | Not published | Form 5500 ↗ |
| 2021 | 1,324 | $141M | $2.3M | $1,791 | 0.07% | Not published | Form 5500 ↗ |
Common questions
Does Marymount University match 401(k) contributions?
The match terms for the Marymount University Defined Contribution Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $2.4M in employer contributions, about $1,360 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Marymount University 401(k) match vested?
The vesting schedule for the Marymount University Defined Contribution Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Marymount University 401(k)?
The recordkeeper listed on Schedule C of the plan year 2023 filing is Voya Retirement Insurance & Annuity. The plan administrator is Marymount University.
I left Marymount University. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Marymount University, (703) 522-5600) or the recordkeeper, Voya Retirement Insurance & Annuity. The Marymount University old 401(k) page lists the contacts from every plan filing. Find an old Marymount University 401(k)
Data from the public Form 5500 annual reports Marymount University 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 Marymount University. Not financial advice. Report a correction · Methodology