National Education Association 401(k) match, vesting and fees
What National Education Association'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 | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Calibre Cpa Group PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 352 defined-contribution plans in other services with 500 to 999 participants.
| National Education Association: employer contribution per participant | $556 | |
| Peer median | $1,775 |
| National Education Association: average balance | $350,178 | |
| Peer median | $48,211 |
| National Education Association: admin expenses ÷ assets | 0.12% | |
| Peer median | 0.25% |
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 $256M at the end of plan year 2021 to $245M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 719 | $245M | $389K | $556 | 0.12% | Not published | Form 5500 ↗ |
| 2023 | 714 | $233M | $284K | $405 | 0.08% | Not published | Form 5500 ↗ |
| 2022 | 720 | $208M | $12K | $18 | 0.08% | Not published | Form 5500 ↗ |
| 2021 | 727 | $256M | $633K | $887 | 0.08% | Not published | Form 5500 ↗ |
Other National Education Association plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Employees' Retirement Plan of the National Education Association
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 | Nea | Schedule C ↗ |
| Independent auditor | Calibre Cpa Group, PLLC (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
Common questions
Does National Education Association match 401(k) contributions?
The match terms for the National Education Association 401(k) Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $389K in employer contributions, about $556 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the National Education Association 401(k) match vested?
The vesting schedule for the National Education Association 401(k) Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the National Education Association 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The Vanguard Group, Inc.. The plan administrator is Nea 401(k) Administrative Committee.
I left National Education Association. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Nea 401(k) Administrative Committee, (202) 822-7406) or the recordkeeper, The Vanguard Group, Inc.. The National Education Association old 401(k) page lists the contacts from every plan filing. Find an old National Education Association 401(k)
Data from the public Form 5500 annual reports National Education Association 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 Education Association. Not financial advice. Report a correction · Methodology