Meals on Wheels and More retirement plan: assets, participants and fees
What Meals on Wheels and More's retirement plan 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 | Mutual of America Investment Corp | Schedule C ↗ |
| Independent auditor | Weaver and Tidwell, L.L.P. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Meals on Wheels and More: employer contribution per participant | $747 | |
| Peer median | $1,468 |
| Meals on Wheels and More: average balance | $15,385 | |
| Peer median | $37,786 |
| Meals on Wheels and More: admin expenses ÷ assets | 0.08% | |
| Peer median | 0.39% |
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 $4.9M at the end of plan year 2021 to $5.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 409 | $5.9M | $286K | $747 | 0.08% | Not published | Form 5500 ↗ |
| 2023 | 410 | $5.7M | $276K | $740 | 0.05% | Not published | Form 5500 ↗ |
| 2022 | 332 | $4.6M | $245K | $745 | 0.05% | Not published | Form 5500 ↗ |
| 2021 | 310 | $4.9M | $230K | $743 | 0.40% | Not published | Form 5500 ↗ |
Common questions
Does Meals on Wheels and More match 401(k) contributions?
The match terms for the Employee Benefit Plan of Meals on Wheels and More, Inc. have not been published from its filing yet. The plan year 2024 filing reports $286K in employer contributions, about $747 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Meals on Wheels and More 401(k) match vested?
The vesting schedule for the Employee Benefit Plan of Meals on Wheels and More, Inc. is not in the data published so far. Your Summary Plan Description states it.
Who manages the Meals on Wheels and More 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Mutual of America Investment Corp. The plan administrator is Meals on Wheels and More, Inc..
I left Meals on Wheels and More. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Meals on Wheels and More, Inc., (512) 476-6325) or the recordkeeper, Mutual of America Investment Corp. The Meals on Wheels and More old 401(k) page lists the contacts from every plan filing. Find an old Meals on Wheels and More 401(k)
Data from the public Form 5500 annual reports Meals on Wheels and More 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 Meals on Wheels and More. Not financial advice. Report a correction · Methodology