Naval Academy Athletic Association 403(b) match, vesting and fees
What Naval Academy Athletic Association'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 | TIAA | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen LLP (disclaimer 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.
| Naval Academy Athletic Association: employer contribution per participant | $1,526 | |
| Peer median | $1,803 |
| Naval Academy Athletic Association: average balance | $136,337 | |
| Peer median | $48,934 |
| Naval Academy Athletic Association: admin expenses ÷ assets | 0.05% | |
| 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 $56.4M at the end of plan year 2021 to $63.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 467 | $63.3M | $708K | $1,526 | 0.05% | Not published | Form 5500 ↗ |
| 2023 | 463 | $57.6M | $586K | $1,280 | 0.07% | Not published | Form 5500 ↗ |
| 2022 | 438 | $49.7M | $523K | $1,211 | <0.01% | Not published | Form 5500 ↗ |
| 2021 | 489 | $56.4M | $630K | $1,507 | <0.01% | Not published | Form 5500 ↗ |
Other Naval Academy Athletic Association plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Retirement Plan for Employees of the Naaa
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) · Active | Form 5500 ↗ |
Common questions
Does Naval Academy Athletic Association match 401(k) contributions?
The match terms for the Naval Academy Athletic Association Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $708K in employer contributions, about $1,526 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Naval Academy Athletic Association 401(k) match vested?
The vesting schedule for the Naval Academy Athletic Association Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Naval Academy Athletic Association 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is TIAA. The plan administrator is Naval Academy Athletic Association.
I left Naval Academy Athletic Association. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Naval Academy Athletic Association, (410) 293-8732) or the recordkeeper, TIAA. The Naval Academy Athletic Association old 401(k) page lists the contacts from every plan filing. Find an old Naval Academy Athletic Association 401(k)
Data from the public Form 5500 annual reports Naval Academy Athletic 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 Naval Academy Athletic Association. Not financial advice. Report a correction · Methodology