National Urban League 403(b) match, vesting and fees
What National Urban League'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.
| 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 Urban League: employer contribution per participant | — | |
| Peer median | $1,803 |
| National Urban League: average balance | $51,317 | |
| Peer median | $48,934 |
| National Urban League: admin expenses ÷ assets | 0.40% | |
| 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 $3.4M at the end of plan year 2021 to $5.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 133 | $5.7M | — | — | 0.40% | Not published | 5500-SF ↗ |
| 2023 | 126 | $5.7M | $836K | $7,205 | 0.38% | Not published | 5500-SF ↗ |
| 2022 | 112 | $3.4M | $11K | $98 | 0.37% | Not published | 5500-SF ↗ |
| 2021 | 97 | $3.4M | $477K | $4,923 | 0.37% | Not published | 5500-SF ↗ |
Other National Urban League plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Retirement Accumulation Plan for Employees of National Urban League
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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Mitchell & Titus, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Retirement Income Plan for the Employees of the National Urban League
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 | Principal Life Insurance Company | 2023 Schedule C ↗ |
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
The recordkeeper is from the plan year 2023 filing, the latest that names one. The other rows are from the plan year 2024 filing.
Common questions
Does National Urban League match 401(k) contributions?
The match terms for the Retirement Accumulation Supplement Plan for Employees of the National Urban have not been published from its filing yet.
When is the National Urban League 401(k) match vested?
The vesting schedule for the Retirement Accumulation Supplement Plan for Employees of the National Urban is not in the data published so far. Your Summary Plan Description states it.
Who manages the National Urban League 401(k)?
The filing names National Urban League as plan administrator; it does not list a recordkeeper.
I left National Urban League. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (National Urban League, (212) 558-5300). The National Urban League old 401(k) page lists the contacts from every plan filing. Find an old National Urban League 401(k)
Data from the public Form 5500 annual reports National Urban League 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 Urban League. Not financial advice. Report a correction · Methodology