National Bureau of Economic Research 403(b) match, vesting and fees
What National Bureau of Economic Research'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.
| Independent auditor | Aafcpas, Inc. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| National Bureau of Economic Research: employer contribution per participant | — | |
| Peer median | $2,521 |
| National Bureau of Economic Research: average balance | $130,190 | |
| Peer median | $75,833 |
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 $37.3M at the end of plan year 2021 to $37.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 294 | $37.9M | — | — | — | Not published | Form 5500 ↗ |
| 2023 | 295 | $35.1M | — | — | — | Not published | Form 5500 ↗ |
| 2022 | 311 | $31.6M | — | — | — | Not published | Form 5500 ↗ |
| 2021 | 311 | $37.3M | — | — | — | Not published | Form 5500 ↗ |
Other National Bureau of Economic Research plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
National Bureau of Economic Research Money Purchase Pension 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. | Schedule C ↗ |
| Independent auditor | Aafcpas, Inc. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does National Bureau of Economic Research match 401(k) contributions?
The match terms for the National Bureau of Economic Research, Inc. Tax-Def have not been published from its filing yet.
When is the National Bureau of Economic Research 401(k) match vested?
The vesting schedule for the National Bureau of Economic Research, Inc. Tax-Def is not in the data published so far. Your Summary Plan Description states it.
Who manages the National Bureau of Economic Research 401(k)?
The filing names National Bureau of Economic Research, Inc. as plan administrator; it does not list a recordkeeper.
I left National Bureau of Economic Research. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (National Bureau of Economic Research, Inc., (617) 868-3900). The National Bureau of Economic Research old 401(k) page lists the contacts from every plan filing. Find an old National Bureau of Economic Research 401(k)
Data from the public Form 5500 annual reports National Bureau of Economic Research 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 National Bureau of Economic Research. Not financial advice. Report a correction · Methodology