National Council on Aging 403(b) match, vesting and fees
What National Council on Aging'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 | Empower Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | Pbmares, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 2,561 defined-contribution plans in other services with 100 to 499 participants.
| National Council on Aging: employer contribution per participant | $4,990 | |
| Peer median | $1,803 |
| National Council on Aging: average balance | $112,277 | |
| Peer median | $48,934 |
| National Council on Aging: admin expenses ÷ assets | 0.29% | |
| Peer median | 0.31% |
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 $13M at the end of plan year 2021 to $14.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 133 | $14.7M | $654K | $4,990 | 0.29% | Not published | Form 5500 ↗ |
| 2023 | 129 | $14.5M | $596K | $4,769 | 0.29% | Not published | Form 5500 ↗ |
| 2022 | 111 | $12M | $489K | $4,407 | 0.28% | Not published | Form 5500 ↗ |
| 2021 | 94 | $13M | $419K | $4,460 | 0.23% | Not published | Form 5500 ↗ |
Other National Council on Aging plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
National Council on Aging 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.
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does National Council on Aging match 401(k) contributions?
The match terms for the National Council on Aging, Inc. 403(b) Plan have not been published from its filing yet. The plan year 2024 filing reports $654K in employer contributions, about $4,990 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the National Council on Aging 401(k) match vested?
The vesting schedule for the National Council on Aging, Inc. 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the National Council on Aging 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company. The plan administrator is National Council on Aging, Inc..
I left National Council on Aging. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (National Council on Aging, Inc., (202) 479-1200) or the recordkeeper, Empower Annuity Insurance Company. The National Council on Aging old 401(k) page lists the contacts from every plan filing. Find an old National Council on Aging 401(k)
Data from the public Form 5500 annual reports National Council on Aging 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 National Council on Aging. Not financial advice. Report a correction · Methodology