Pennsylvania State Education Assoc 401(k) match, vesting and fees
What Pennsylvania State Education Assoc'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 | T Rowe Price Rps Inc | Schedule C ↗ |
| Independent auditor | Mckonly & Asbury LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 2,561 defined-contribution plans in other services with 100 to 499 participants.
| Pennsylvania State Education Assoc: employer contribution per participant | $3,003 | |
| Peer median | $1,803 |
| Pennsylvania State Education Assoc: average balance | $215,696 | |
| Peer median | $48,934 |
| Pennsylvania State Education Assoc: admin expenses ÷ assets | 0.07% | |
| Peer median | 0.31% |
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 $52.7M at the end of plan year 2021 to $75.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 351 | $75.7M | $1.1M | $3,003 | 0.07% | Not published | Form 5500 ↗ |
| 2023 | 353 | $72.2M | $1M | $2,869 | <0.01% | Not published | Form 5500 ↗ |
| 2022 | 335 | $60.8M | $963K | $2,874 | 0.09% | Not published | Form 5500 ↗ |
| 2021 | 333 | $52.7M | $938K | $2,816 | 0.03% | Not published | Form 5500 ↗ |
Other Pennsylvania State Education Assoc plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Pennsylvania State Education Association Pension 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.
| Independent auditor | KPMG LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Pennsylvania State Education Assoc match 401(k) contributions?
The match terms for the Pennsylvania State Education Association 401(k) Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $1.1M in employer contributions, about $3,003 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Pennsylvania State Education Assoc 401(k) match vested?
The vesting schedule for the Pennsylvania State Education Association 401(k) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Pennsylvania State Education Assoc 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is T Rowe Price Rps Inc. The plan administrator is Pennsylvania State Education Association.
I left Pennsylvania State Education Assoc. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Pennsylvania State Education Association, (717) 255-7000) or the recordkeeper, T Rowe Price Rps Inc. The Pennsylvania State Education Assoc old 401(k) page lists the contacts from every plan filing. Find an old Pennsylvania State Education Assoc 401(k)
Data from the public Form 5500 annual reports Pennsylvania State Education Assoc 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 Pennsylvania State Education Assoc. Not financial advice. Report a correction · Methodology