Pennsylvania Compensation Rating Bureau 401(k) match, vesting and fees
What Pennsylvania Compensation Rating Bureau'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.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Pkf O'Connor Davies, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 1,478 defined-contribution plans in finance and insurance with 100 to 499 participants.
| Pennsylvania Compensation Rating Bureau: employer contribution per participant | $3,401 | |
| Peer median | $3,122 |
| Pennsylvania Compensation Rating Bureau: average balance | $218,220 | |
| Peer median | $111,687 |
| Pennsylvania Compensation Rating Bureau: admin expenses ÷ assets | 0.08% | |
| Peer median | 0.20% |
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 $24.7M at the end of plan year 2021 to $27.1M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 139 | $27.1M | $422K | $3,401 | 0.08% | Not published | Form 5500 ↗ |
| 2024 | 137 | $26M | $316K | $2,411 | <0.01% | Not published | Form 5500 ↗ |
| 2023 | 125 | $23.7M | $297K | $2,397 | <0.01% | Not published | Form 5500 ↗ |
| 2022 | 123 | $18.8M | $260K | $2,115 | <0.01% | Not published | Form 5500 ↗ |
| 2021 | 129 | $24.7M | $279K | $2,287 | <0.01% | Not published | Form 5500 ↗ |
Other Pennsylvania Compensation Rating Bureau plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Pennsylvania Compensation Rating Bureau Employee 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 | Empower Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | Pkf O'Connor Davies LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Pennsylvania Compensation Rating Bureau match 401(k) contributions?
The match terms for the Bureau Employees System for Thrift (Best) Plan have not been published from its filing yet. The plan year 2025 filing reports $422K in employer contributions, about $3,401 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Pennsylvania Compensation Rating Bureau 401(k) match vested?
The vesting schedule for the Bureau Employees System for Thrift (Best) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Pennsylvania Compensation Rating Bureau 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Fidelity Investments Institutional. The plan administrator is Pennsylvania Compensation Rating Bureau.
I left Pennsylvania Compensation Rating Bureau. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Pennsylvania Compensation Rating Bureau, (215) 568-2371) or the recordkeeper, Fidelity Investments Institutional. The Pennsylvania Compensation Rating Bureau old 401(k) page lists the contacts from every plan filing. Find an old Pennsylvania Compensation Rating Bureau 401(k)
Data from the public Form 5500 annual reports Pennsylvania Compensation Rating Bureau 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 Pennsylvania Compensation Rating Bureau. Not financial advice. Report a correction · Methodology