Ort America 401(k) match, vesting and fees
What Ort America'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.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Plan history
Plan assets were $3.8M at the end of plan year 2023.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2023 | 40 | $3.8M | $117K | $2,922 | <0.01% | Not published | 5500-SF ↗ |
Other Ort America plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
403(b) Thrift Plan for Employees of Ort America, Inc.
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 | Principal Life Insurance Company | 2024 Schedule C ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
The recordkeeper is from the plan year 2024 filing, the latest that names one. The other rows are from the plan year 2025 filing.
Employees' Pension Plan of Women'S American Ort, Inc.
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) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Ort America match 401(k) contributions?
The match terms for the 403(b) Thrift Plan for Employees of Ort America, Inc. have not been published from its filing yet. The plan year 2023 filing reports $117K in employer contributions, about $2,922 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Ort America 401(k) match vested?
The vesting schedule for the 403(b) Thrift Plan for Employees of Ort America, Inc. is not in the data published so far. Your Summary Plan Description states it.
Who manages the Ort America 401(k)?
The filing names Ort America, Inc. as plan administrator; it does not list a recordkeeper.
I left Ort America. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Ort America, Inc., (212) 505-7700). The Ort America old 401(k) page lists the contacts from every plan filing. Find an old Ort America 401(k)
Data from the public Form 5500 annual reports Ort America 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 Ort America. Not financial advice. Report a correction · Methodology