New York State Public Employees Federation,AFL-CIO 401(k) match, vesting and fees
What New York State Public Employees Federation,AFL-CIO'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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Bonadio & Co., LLP (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.
| New York State Public Employees Federation,AFL-CIO: employer contribution per participant | $1,911 | |
| Peer median | $1,890 |
| New York State Public Employees Federation,AFL-CIO: average balance | $94,038 | |
| Peer median | $56,033 |
| New York State Public Employees Federation,AFL-CIO: 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 $13.6M at the end of plan year 2021 to $13.4M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 169 | $13.4M | $273K | $1,911 | <0.01% | Not published | Form 5500 ↗ |
| 2024 | 156 | $11.7M | $260K | $2,012 | <0.01% | Not published | Form 5500 ↗ |
| 2023 | 132 | $11.1M | $227K | $1,790 | 0.02% | Not published | Form 5500 ↗ |
| 2022 | 138 | $9.9M | $242K | $1,796 | 0.02% | Not published | Form 5500 ↗ |
| 2021 | 136 | $13.6M | $234K | $1,785 | <0.01% | Not published | Form 5500 ↗ |
Other New York State Public Employees Federation,AFL-CIO plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
New York State Public Employees Federation, Afl-Cio-M/C 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 | 401(k) · Active | Form 5500 ↗ |
Common questions
Does New York State Public Employees Federation,AFL-CIO match 401(k) contributions?
The match terms for the New York State Public Employees Federation, Afl-Cio-Union Plan have not been published from its filing yet. The plan year 2025 filing reports $273K in employer contributions, about $1,911 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the New York State Public Employees Federation,AFL-CIO 401(k) match vested?
The vesting schedule for the New York State Public Employees Federation, Afl-Cio-Union Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the New York State Public Employees Federation,AFL-CIO 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Fidelity Investments Institutional. The plan administrator is New York State Public Employees Federation,afl-Cio.
I left New York State Public Employees Federation,AFL-CIO. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (New York State Public Employees Federation,afl-Cio, (800) 342-4306) or the recordkeeper, Fidelity Investments Institutional. The New York State Public Employees Federation,AFL-CIO old 401(k) page lists the contacts from every plan filing. Find an old New York State Public Employees Federation,AFL-CIO 401(k)
Data from the public Form 5500 annual reports New York State Public Employees Federation,AFL-CIO 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 New York State Public Employees Federation,AFL-CIO. Not financial advice. Report a correction · Methodology