Open Society Institute 403(b) match, vesting and fees
What Open Society Institute'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 | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Withum Smith & Brown, PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 263 defined-contribution plans in other services with 1,000 to 4,999 participants.
| Open Society Institute: employer contribution per participant | $6,039 | |
| Peer median | $1,431 |
| Open Society Institute: average balance | $226,803 | |
| Peer median | $42,646 |
| Open Society Institute: admin expenses ÷ assets | 0.03% | |
| Peer median | 0.23% |
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 $244M at the end of plan year 2021 to $230M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,182 | $230M | $6.1M | $6,039 | 0.03% | Not published | Form 5500 ↗ |
| 2023 | 1,059 | $214M | $6.9M | $6,532 | 0.03% | Not published | Form 5500 ↗ |
| 2022 | 1,158 | $188M | $6.9M | $6,243 | 0.04% | Not published | Form 5500 ↗ |
| 2021 | 1,137 | $244M | $9.2M | $8,135 | 0.05% | Not published | Form 5500 ↗ |
Common questions
Does Open Society Institute match 401(k) contributions?
The match terms for the Open Society Institute Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $6.1M in employer contributions, about $6,039 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Open Society Institute 401(k) match vested?
The vesting schedule for the Open Society Institute Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Open Society Institute 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Retirement Solutions. The plan administrator is Open Society Institute.
I left Open Society Institute. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Open Society Institute, (212) 548-0600) or the recordkeeper, Transamerica Retirement Solutions. The Open Society Institute old 401(k) page lists the contacts from every plan filing. Find an old Open Society Institute 401(k)
Data from the public Form 5500 annual reports Open Society Institute 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 Open Society Institute. Not financial advice. Report a correction · Methodology