Phillips Exeter Academy 403(b) match, vesting and fees
What Phillips Exeter Academy'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.
| Recordkeeper | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Caron & Bletzer PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 441 defined-contribution plans in educational services with 1,000 to 4,999 participants.
| Phillips Exeter Academy: employer contribution per participant | $4,068 | |
| Peer median | $2,130 |
| Phillips Exeter Academy: average balance | $180,222 | |
| Peer median | $126,258 |
| Phillips Exeter Academy: admin expenses ÷ assets | 0.03% | |
| Peer median | 0.07% |
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 $244M at the end of plan year 2021 to $242M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,557 | $242M | $5.5M | $4,068 | 0.03% | Not published | Form 5500 ↗ |
| 2023 | 1,638 | $221M | $5.2M | $3,902 | 0.04% | Not published | Form 5500 ↗ |
| 2022 | 1,664 | $200M | $4.9M | $3,611 | 0.03% | Not published | Form 5500 ↗ |
| 2021 | 1,634 | $244M | $4.9M | $3,640 | <0.01% | Not published | Form 5500 ↗ |
Other Phillips Exeter Academy plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Phillips Exeter Academy 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.
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Phillips Exeter Academy match 401(k) contributions?
The match terms for the Phillips Exeter Academy Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $5.5M in employer contributions, about $4,068 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Phillips Exeter Academy 401(k) match vested?
The vesting schedule for the Phillips Exeter Academy Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Phillips Exeter Academy 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The Vanguard Group, Inc.. The plan administrator is Phillips Exeter Academy.
I left Phillips Exeter Academy. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Phillips Exeter Academy, (603) 777-3408) or the recordkeeper, The Vanguard Group, Inc.. The Phillips Exeter Academy old 401(k) page lists the contacts from every plan filing. Find an old Phillips Exeter Academy 401(k)
Data from the public Form 5500 annual reports Phillips Exeter Academy 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 Phillips Exeter Academy. Not financial advice. Report a correction · Methodology