Msci 401(k) match, vesting and fees
What Msci's 401(k) 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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Bdo USA, P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 214 defined-contribution plans in finance and insurance with 1,000 to 4,999 participants.
| Msci: employer contribution per participant | $10,437 | |
| Peer median | $3,266 |
| Msci: average balance | $319,242 | |
| Peer median | $137,177 |
| Msci: admin expenses ÷ assets | <0.01% | |
| Peer median | 0.08% |
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 $349M at the end of plan year 2021 to $506M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 1,599 | $506M | $16.5M | $10,437 | <0.01% | Not published | Form 5500 ↗ |
| 2024 | 1,812 | $430M | $17M | $10,243 | <0.01% | Not published | Form 5500 ↗ |
| 2023 | 1,704 | $364M | $12.6M | $7,514 | <0.01% | Not published | Form 5500 ↗ |
| 2022 | 1,543 | $302M | $12.4M | $8,116 | <0.01% | Not published | Form 5500 ↗ |
| 2021 | 1,546 | $349M | $10.5M | $6,865 | <0.01% | Not published | Form 5500 ↗ |
Other Msci plans (4)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Burgiss 401(k) 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 | The Vanguard Group, Inc. | 2024 Schedule C ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
The recordkeeper is from the plan year 2024 filing, the latest that names one. The other rows are from the plan year 2025 filing.
Investor Force, Inc. 401(k) 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 | 401(k) · Active | Form 5500 ↗ |
Gmi 401(k) 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 | 401(k) · Active | Form 5500 ↗ |
Ipd US 401(k) 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 | 401(k) · Active | Form 5500 ↗ |
Common questions
Does Msci match 401(k) contributions?
The match terms for the Msci Inc. 401(k) Retirement Savings Plan have not been published from its filing yet. The plan year 2025 filing reports $16.5M in employer contributions, about $10,437 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Msci 401(k) match vested?
The vesting schedule for the Msci Inc. 401(k) Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Msci 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Principal Life Insurance Company. The plan administrator is Msci Inc 401k Retirement Savings Plan Investment Committee.
I left Msci. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Msci Inc 401k Retirement Savings Plan Investment Committee, (212) 804-5330) or the recordkeeper, Principal Life Insurance Company. The Msci old 401(k) page lists the contacts from every plan filing. Find an old Msci 401(k)
Data from the public Form 5500 annual reports Msci filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Msci. Not financial advice. Report a correction · Methodology