National Treasury Employees Union 401(k) match, vesting and fees
What National Treasury Employees Union'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 2025 medians for 942 defined-contribution plans in other services with 100 to 499 participants.
| National Treasury Employees Union: employer contribution per participant | $5,403 | |
| Peer median | $1,890 |
| National Treasury Employees Union: average balance | $360,332 | |
| Peer median | $56,033 |
| National Treasury Employees Union: admin expenses ÷ assets | 0.01% | |
| Peer median | 0.37% |
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 $65M at the end of plan year 2021 to $70.3M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 198 | $70.3M | $1.1M | $5,403 | 0.01% | Not published | Form 5500 ↗ |
| 2024 | 202 | $67.2M | $995K | $5,002 | 0.01% | Not published | Form 5500 ↗ |
| 2023 | 201 | $56.8M | $959K | $4,843 | 0.02% | Not published | Form 5500 ↗ |
| 2022 | 202 | $50.7M | $871K | $4,379 | 0.01% | Not published | Form 5500 ↗ |
| 2021 | 198 | $65M | $860K | $4,455 | 0.01% | Not published | Form 5500 ↗ |
Other National Treasury Employees Union plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
N.T.E.U. Money Purchase 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 | Calibre Cpa Group ,pllc (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does National Treasury Employees Union match 401(k) contributions?
The match terms for the N.T.E.U. 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $1.1M in employer contributions, about $5,403 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the National Treasury Employees Union 401(k) match vested?
The vesting schedule for the N.T.E.U. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the National Treasury Employees Union 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is The Vanguard Group, Inc.. The plan administrator is National Treasury Employees Union.
I left National Treasury Employees Union. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (National Treasury Employees Union, (202) 572-5500) or the recordkeeper, The Vanguard Group, Inc.. The National Treasury Employees Union old 401(k) page lists the contacts from every plan filing. Find an old National Treasury Employees Union 401(k)
Data from the public Form 5500 annual reports National Treasury Employees Union 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 Treasury Employees Union. Not financial advice. Report a correction · Methodology