Myers-Briggs 401(k) match, vesting and fees
What Myers-Briggs' 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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Sensiba LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,508 defined-contribution plans in information with 100 to 499 participants.
| Myers-Briggs: employer contribution per participant | $3,331 | |
| Peer median | $2,188 |
| Myers-Briggs: average balance | $212,975 | |
| Peer median | $63,883 |
| Myers-Briggs: admin expenses ÷ assets | 0.14% | |
| Peer median | 0.27% |
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 $31M at the end of plan year 2021 to $30M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 145 | $30M | $470K | $3,331 | 0.14% | Not published | Form 5500 ↗ |
| 2023 | 160 | $28.8M | $612K | $3,897 | 0.21% | Not published | Form 5500 ↗ |
| 2022 | 171 | $26.6M | $581K | $3,543 | 0.20% | Not published | Form 5500 ↗ |
| 2021 | 162 | $31M | $510K | $3,248 | 0.22% | Not published | Form 5500 ↗ |
Other Myers-Briggs plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
The Myers-Briggs Company Employee Stock Ownership Plan and Trust
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 auditor | Sensiba LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Myers-Briggs match 401(k) contributions?
The match terms for the The Myers-Briggs Company 401(k) Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $470K in employer contributions, about $3,331 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Myers-Briggs 401(k) match vested?
The vesting schedule for the The Myers-Briggs Company 401(k) Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Myers-Briggs 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is The Myers-Briggs Company.
I left Myers-Briggs. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Myers-Briggs Company, (650) 691-9139) or the recordkeeper, Fidelity Investments Institutional. The Myers-Briggs old 401(k) page lists the contacts from every plan filing. Find an old Myers-Briggs 401(k)
Data from the public Form 5500 annual reports Myers-Briggs 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 Myers-Briggs. Not financial advice. Report a correction · Methodology