Massachusetts Audubon Society 403(b) match, vesting and fees
What Massachusetts Audubon Society'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 | Metlife Life Insurance Company | Schedule C ↗ |
| Independent auditor | Cbiz Cpas P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 152 defined-contribution plans in arts, entertainment, and recreation with 500 to 999 participants.
| Massachusetts Audubon Society: employer contribution per participant | $2,551 | |
| Peer median | $1,733 |
| Massachusetts Audubon Society: average balance | $99,251 | |
| Peer median | $56,463 |
| Massachusetts Audubon Society: admin expenses ÷ assets | 0.10% | |
| Peer median | 0.26% |
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 $54.7M at the end of plan year 2021 to $55.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 833 | $55.1M | $1.4M | $2,551 | 0.10% | Not published | Form 5500 ↗ |
| 2023 | 933 | $51.7M | $1.3M | $1,940 | 0.13% | Not published | Form 5500 ↗ |
| 2022 | 879 | $43M | $1M | $1,723 | 0.24% | Not published | Form 5500 ↗ |
| 2021 | 651 | $54.7M | $919K | $1,774 | 0.23% | Not published | Form 5500 ↗ |
Common questions
Does Massachusetts Audubon Society match 401(k) contributions?
The match terms for the Massachusetts Audubon Society 403(b) Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $1.4M in employer contributions, about $2,551 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Massachusetts Audubon Society 401(k) match vested?
The vesting schedule for the Massachusetts Audubon Society 403(b) Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Massachusetts Audubon Society 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Metlife Life Insurance Company. The plan administrator is Massachusetts Audubon Society, Inc..
I left Massachusetts Audubon Society. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Massachusetts Audubon Society, Inc., (781) 259-2103) or the recordkeeper, Metlife Life Insurance Company. The Massachusetts Audubon Society old 401(k) page lists the contacts from every plan filing. Find an old Massachusetts Audubon Society 401(k)
Data from the public Form 5500 annual reports Massachusetts Audubon Society 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 Massachusetts Audubon Society. Not financial advice. Report a correction · Methodology