Ohio Wesleyan University 403(b) match, vesting and fees
What Ohio Wesleyan University'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 | Maloney & Novotny LLC (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 441 defined-contribution plans in educational services with 1,000 to 4,999 participants.
| Ohio Wesleyan University: employer contribution per participant | $1,660 | |
| Peer median | $2,130 |
| Ohio Wesleyan University: average balance | $167,683 | |
| Peer median | $126,258 |
| Ohio Wesleyan University: admin expenses ÷ assets | 0.03% | |
| Peer median | 0.07% |
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 $161M at the end of plan year 2021 to $194M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,222 | $194M | $1.9M | $1,660 | 0.03% | Not published | Form 5500 ↗ |
| 2023 | 1,210 | $183M | $1.7M | $1,449 | 0.02% | Not published | Form 5500 ↗ |
| 2022 | 1,218 | $168M | $1.6M | $1,401 | 0.03% | Not published | Form 5500 ↗ |
| 2021 | 1,225 | $161M | $1.6M | $1,378 | 0.03% | Not published | Form 5500 ↗ |
Other Ohio Wesleyan University plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Ohio Wesleyan University Retirement 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) · Frozen | Form 5500 ↗ |
Common questions
Does Ohio Wesleyan University match 401(k) contributions?
The match terms for the Ohio Wesleyan University Defined Contribution Retirement Plan and Tax-Deferred Annuity Plan have not been published from its filing yet. The plan year 2024 filing reports $1.9M in employer contributions, about $1,660 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Ohio Wesleyan University 401(k) match vested?
The vesting schedule for the Ohio Wesleyan University Defined Contribution Retirement Plan and Tax-Deferred Annuity Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Ohio Wesleyan University 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is TIAA. The plan administrator is Ohio Wesleyan University.
I left Ohio Wesleyan University. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Ohio Wesleyan University, (740) 368-3394) or the recordkeeper, TIAA. The Ohio Wesleyan University old 401(k) page lists the contacts from every plan filing. Find an old Ohio Wesleyan University 401(k)
Data from the public Form 5500 annual reports Ohio Wesleyan University 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 Ohio Wesleyan University. Not financial advice. Report a correction · Methodology