Project Management Institute 401(k) match, vesting and fees
What Project Management Institute'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 | Rsm US LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 354 defined-contribution plans in other services with 500 to 999 participants.
| Project Management Institute: employer contribution per participant | $6,712 | |
| Peer median | $1,777 |
| Project Management Institute: average balance | $139,257 | |
| Peer median | $48,552 |
| Project Management Institute: admin expenses ÷ assets | <0.01% | |
| Peer median | 0.26% |
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 $85.6M at the end of plan year 2023 to $101M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 735 | $101M | $4.9M | $6,712 | <0.01% | Not published | Form 5500 ↗ |
| 2023 | 765 | $85.6M | $4.2M | $5,781 | 0.01% | Not published | Form 5500 ↗ |
Common questions
Does Project Management Institute match 401(k) contributions?
The match terms for the Project Management Institute Employee Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $4.9M in employer contributions, about $6,712 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Project Management Institute 401(k) match vested?
The vesting schedule for the Project Management Institute Employee Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Project Management Institute 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Project Management Institute, Inc..
I left Project Management Institute. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Project Management Institute, Inc., (610) 356-4600) or the recordkeeper, Fidelity Investments Institutional. The Project Management Institute old 401(k) page lists the contacts from every plan filing. Find an old Project Management Institute 401(k)
Data from the public Form 5500 annual reports Project Management Institute 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 Project Management Institute. Not financial advice. Report a correction · Methodology