President & Fellows of Middlebury College 403(b) match, vesting and fees
What President & Fellows of Middlebury College'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 | TIAA | Schedule C ↗ |
| Independent auditor | Mcsoley Mccoy & Co. (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.
| President & Fellows of Middlebury College: employer contribution per participant | $4,948 | |
| Peer median | $2,130 |
| President & Fellows of Middlebury College: average balance | $185,427 | |
| Peer median | $126,258 |
| President & Fellows of Middlebury College: admin expenses ÷ assets | 0.05% | |
| 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 $516M at the end of plan year 2023 to $574M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 3,098 | $574M | $15.3M | $4,948 | 0.05% | Not published | Form 5500 ↗ |
| 2023 | 3,054 | $516M | $14.6M | $4,800 | 0.04% | Not published | Form 5500 ↗ |
Other President & Fellows of Middlebury College plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Middlebury College Voluntary 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 | TIAA | Schedule C ↗ |
| Independent auditor | Mcsoley Mccoy & Co. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
Middlebury College Puerto Rico 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 | Profit-sharing · Active | Form 5500 ↗ |
Common questions
Does President & Fellows of Middlebury College match 401(k) contributions?
The match terms for the Middlebury College Core Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $15.3M in employer contributions, about $4,948 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the President & Fellows of Middlebury College 401(k) match vested?
The vesting schedule for the Middlebury College Core Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the President & Fellows of Middlebury College 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is TIAA. The plan administrator is President & Fellows of Middlebury College.
I left President & Fellows of Middlebury College. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (President & Fellows of Middlebury College, (802) 443-5751) or the recordkeeper, TIAA. The President & Fellows of Middlebury College old 401(k) page lists the contacts from every plan filing. Find an old President & Fellows of Middlebury College 401(k)
Data from the public Form 5500 annual reports President & Fellows of Middlebury College filed with the U.S. Department of Labor (plan years 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 President & Fellows of Middlebury College. Not financial advice. Report a correction · Methodology