Rfe/RL 403(b) match, vesting and fees
What Rfe/RL'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 | Empower Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | Rosenberg & Freedman (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 612 defined-contribution plans in information with 100 to 499 participants.
| Rfe/RL: employer contribution per participant | $3,433 | |
| Peer median | $2,211 |
| Rfe/RL: average balance | $222,213 | |
| Peer median | $71,359 |
| Rfe/RL: admin expenses ÷ assets | 0.37% | |
| Peer median | 0.25% |
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 $57M at the end of plan year 2021 to $57.1M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 284 | $57.1M | $882K | $3,433 | 0.37% | Not published | Form 5500 ↗ |
| 2024 | 305 | $58.5M | $1.4M | $5,098 | 0.36% | Not published | Form 5500 ↗ |
| 2023 | 321 | $54.7M | $1.5M | $5,065 | 0.28% | Not published | Form 5500 ↗ |
| 2022 | 320 | $47.4M | $1.4M | $4,520 | 0.20% | Not published | Form 5500 ↗ |
| 2021 | 339 | $57M | $1.3M | $3,915 | 0.34% | Not published | Form 5500 ↗ |
Other Rfe/RL plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Rfe/Rl, Inc. Retirement Savings Plan for Non-U.S. Citizens in Overseas Locations (Excluding Czech Nationals)
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 | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Gelman, Rosenburg & Freedman (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Rfe/RL match 401(k) contributions?
The match terms for the Rfe/Rl, Inc. US Retirement Savings Plan have not been published from its filing yet. The plan year 2025 filing reports $882K in employer contributions, about $3,433 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Rfe/RL 401(k) match vested?
The vesting schedule for the Rfe/Rl, Inc. US Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Rfe/RL 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Empower Annuity Insurance Company. The plan administrator is Rfe/Rl, Inc..
I left Rfe/RL. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Rfe/Rl, Inc., (202) 457-6941) or the recordkeeper, Empower Annuity Insurance Company. The Rfe/RL old 401(k) page lists the contacts from every plan filing. Find an old Rfe/RL 401(k)
Data from the public Form 5500 annual reports Rfe/RL 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 Rfe/RL. Not financial advice. Report a correction · Methodology