Ohio Education Association 401(k) match, vesting and fees
What Ohio 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 | John Hancock Retirement Plan Svcs | Schedule C ↗ |
| Independent auditor | Clark, Schaefer, Hackett & Co. (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.
| Ohio Education Association: employer contribution per participant | $19,211 | |
| Peer median | $1,890 |
| Ohio Education Association: average balance | $519,541 | |
| Peer median | $56,033 |
| Ohio Education Association: admin expenses ÷ assets | 0.16% | |
| 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 $81.6M at the end of plan year 2021 to $115M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 221 | $115M | $4.2M | $19,211 | 0.16% | Not published | Form 5500 ↗ |
| 2024 | 221 | $99.5M | $3.9M | $17,844 | 0.17% | Not published | Form 5500 ↗ |
| 2023 | 221 | $88.3M | $3.8M | $17,240 | 0.19% | Not published | Form 5500 ↗ |
| 2022 | 219 | $73.4M | $3.6M | $16,605 | 0.17% | Not published | Form 5500 ↗ |
| 2021 | 207 | $81.6M | $3.4M | $16,291 | 0.16% | Not published | Form 5500 ↗ |
Other Ohio Education Association plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Ohio Education Association Union Pension 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.
| Independent auditor | Clark, Schaefer, Hackett & Co. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Ohio Education Association Management Employees Pension 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 | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Ohio Education Association match 401(k) contributions?
The match terms for the Ohio Education Association Employees 401(k) Savings Plan have not been published from its filing yet. The plan year 2025 filing reports $4.2M in employer contributions, about $19,211 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Ohio Education Association 401(k) match vested?
The vesting schedule for the Ohio Education Association Employees 401(k) Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Ohio Education Association 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is John Hancock Retirement Plan Svcs. The plan administrator is Ohio Education Association.
I left Ohio Education Association. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Ohio Education Association, (614) 228-4526) or the recordkeeper, John Hancock Retirement Plan Svcs. The Ohio Education Association old 401(k) page lists the contacts from every plan filing. Find an old Ohio Education Association 401(k)
Data from the public Form 5500 annual reports Ohio Education Association 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 Ohio Education Association. Not financial advice. Report a correction · Methodology