Oregon State University Foundation 403(b) match, vesting and fees
What Oregon 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.
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Form 5500-SF ↗ |
How the plan compares
Plan year 2024 medians for 2,134 defined-contribution plans in educational services with 100 to 499 participants.
| Oregon State University Foundation: employer contribution per participant | — | |
| Peer median | $1,684 |
| Oregon State University Foundation: average balance | $108,949 | |
| Peer median | $62,952 |
| Oregon State University Foundation: admin expenses ÷ assets | 0.02% | |
| 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 $9.4M at the end of plan year 2021 to $11.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 225 | $11.2M | — | — | 0.02% | Not published | 5500-SF ↗ |
| 2023 | 229 | $9.7M | — | — | 0.02% | Not published | 5500-SF ↗ |
| 2022 | 214 | $7.7M | — | — | 0.02% | Not published | Form 5500 ↗ |
| 2021 | 197 | $9.4M | — | — | 0.01% | Not published | Form 5500 ↗ |
Other Oregon State University Foundation plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Osu Foundation 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.
| Recordkeeper | Stancorp Financial Group | Schedule C ↗ |
| Independent auditor | Jones & Roth, P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Oregon State University Foundation match 401(k) contributions?
The match terms for the Osu Foundation 403(b) Plan have not been published from its filing yet.
When is the Oregon State University Foundation 401(k) match vested?
The vesting schedule for the Osu Foundation 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Oregon State University Foundation 401(k)?
The filing names Oregon State University Foundation as plan administrator; it does not list a recordkeeper.
I left Oregon 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 (Oregon State University Foundation, (800) 354-7281). The Oregon State University Foundation old 401(k) page lists the contacts from every plan filing. Find an old Oregon State University Foundation 401(k)
Data from the public Form 5500 annual reports Oregon 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 Oregon State University Foundation. Not financial advice. Report a correction · Methodology