Pew Charitable Trusts 401(k) match, vesting and fees
What Pew Charitable Trusts' 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 | KPMG LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · 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.
| Pew Charitable Trusts: employer contribution per participant | $8,901 | |
| Peer median | $1,431 |
| Pew Charitable Trusts: average balance | $248,650 | |
| Peer median | $42,646 |
| Pew Charitable Trusts: 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 $370M at the end of plan year 2021 to $428M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,740 | $428M | $15.3M | $8,901 | 0.03% | Not published | Form 5500 ↗ |
| 2023 | 1,735 | $372M | $14.4M | $8,337 | 0.04% | Not published | Form 5500 ↗ |
| 2022 | 1,769 | $316M | $13.8M | $7,835 | 0.04% | Not published | Form 5500 ↗ |
| 2021 | 1,789 | $370M | $13.9M | $7,794 | 0.04% | Not published | Form 5500 ↗ |
Common questions
Does Pew Charitable Trusts match 401(k) contributions?
The match terms for the The Pew Charitable Trusts Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $15.3M in employer contributions, about $8,901 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Pew Charitable Trusts 401(k) match vested?
The vesting schedule for the The Pew Charitable Trusts Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Pew Charitable Trusts 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is The Pew Charitable Trusts.
I left Pew Charitable Trusts. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Pew Charitable Trusts, (215) 575-9050) or the recordkeeper, Fidelity Investments Institutional. The Pew Charitable Trusts old 401(k) page lists the contacts from every plan filing. Find an old Pew Charitable Trusts 401(k)
Data from the public Form 5500 annual reports Pew Charitable Trusts 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 Pew Charitable Trusts. Not financial advice. Report a correction · Methodology