Regenstrief Institute 403(b) match, vesting and fees
What Regenstrief Institute'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 - Teachers Ins & Annuity Assoc | Schedule C ↗ |
| Independent auditor | Forvis Mazars, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2025 medians for 942 defined-contribution plans in other services with 100 to 499 participants.
| Regenstrief Institute: employer contribution per participant | $3,144 | |
| Peer median | $1,890 |
| Regenstrief Institute: average balance | $110,409 | |
| Peer median | $56,033 |
| Regenstrief Institute: admin expenses ÷ assets | 0.07% | |
| Peer median | 0.37% |
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 $27.1M at the end of plan year 2021 to $33.6M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 306 | $33.6M | $956K | $3,144 | 0.07% | Not published | Form 5500 ↗ |
| 2024 | 322 | $31.4M | $824K | $2,642 | 0.07% | Not published | Form 5500 ↗ |
| 2023 | 319 | $27.2M | $705K | $2,276 | 0.08% | Not published | Form 5500 ↗ |
| 2022 | 315 | $24M | $701K | $2,282 | 0.10% | Not published | Form 5500 ↗ |
| 2021 | 308 | $27.1M | $649K | $2,163 | 0.10% | Not published | Form 5500 ↗ |
Common questions
Does Regenstrief Institute match 401(k) contributions?
The match terms for the Regenstrief Institute, Inc. Defined Contribution Retirement Plan have not been published from its filing yet. The plan year 2025 filing reports $956K in employer contributions, about $3,144 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Regenstrief Institute 401(k) match vested?
The vesting schedule for the Regenstrief Institute, Inc. Defined Contribution Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Regenstrief Institute 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is TIAA - Teachers Ins & Annuity Assoc. The plan administrator is Regenstrief Institute, Inc..
I left Regenstrief Institute. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Regenstrief Institute, Inc., (317) 274-9185) or the recordkeeper, TIAA - Teachers Ins & Annuity Assoc. The Regenstrief Institute old 401(k) page lists the contacts from every plan filing. Find an old Regenstrief Institute 401(k)
Data from the public Form 5500 annual reports Regenstrief Institute 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 Regenstrief Institute. Not financial advice. Report a correction · Methodology