Oklahoma State University Foundation 403(b) match, vesting and fees
What Oklahoma State University Foundation'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 | Eide Bailly LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 2,134 defined-contribution plans in educational services with 100 to 499 participants.
| Oklahoma State University Foundation: employer contribution per participant | $4,521 | |
| Peer median | $1,684 |
| Oklahoma State University Foundation: average balance | $128,372 | |
| Peer median | $62,952 |
| Oklahoma State University Foundation: admin expenses ÷ assets | 0.12% | |
| Peer median | 0.17% |
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 $30.4M at the end of plan year 2021 to $44.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 354 | $44.4M | $1.6M | $4,521 | 0.12% | Not published | Form 5500 ↗ |
| 2023 | 345 | $40.5M | $1.5M | $4,591 | 0.11% | Not published | Form 5500 ↗ |
| 2022 | 333 | $35.5M | $1.4M | $4,314 | <0.01% | Not published | Form 5500 ↗ |
| 2021 | 325 | $30.4M | $1.3M | $4,209 | <0.01% | Not published | Form 5500 ↗ |
Other Oklahoma State University Foundation plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Osu Foundation 403(b) Tax Sheltered Annuity 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 | 403(b) · Active | Form 5500 ↗ |
Common questions
Does Oklahoma State University Foundation match 401(k) contributions?
The match terms for the Oklahoma State University Foundation 403(b) Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $1.6M in employer contributions, about $4,521 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Oklahoma State University Foundation 401(k) match vested?
The vesting schedule for the Oklahoma State University Foundation 403(b) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Oklahoma State University Foundation 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is TIAA. The plan administrator is Oklahoma State University Foundation.
I left Oklahoma State University Foundation. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Oklahoma State University Foundation, (405) 385-5100) or the recordkeeper, TIAA. The Oklahoma State University Foundation old 401(k) page lists the contacts from every plan filing. Find an old Oklahoma State University Foundation 401(k)
Data from the public Form 5500 annual reports Oklahoma State University Foundation 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 Oklahoma State University Foundation. Not financial advice. Report a correction · Methodology