San Diego Museum of Art 403(b) match, vesting and fees
What San Diego Museum of Art'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 | Unum Life Ins. Co. of America | Schedule C ↗ |
| Independent auditor | Aldrich Cpas and Advisors, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 908 defined-contribution plans in arts, entertainment, and recreation with 100 to 499 participants.
| San Diego Museum of Art: employer contribution per participant | $1,126 | |
| Peer median | $1,540 |
| San Diego Museum of Art: average balance | $65,352 | |
| Peer median | $48,682 |
| San Diego Museum of Art: admin expenses ÷ assets | 0.36% | |
| Peer median | 0.36% |
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 $9.2M at the end of plan year 2021 to $11M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 206 | $11M | $189K | $1,126 | 0.36% | Not published | Form 5500 ↗ |
| 2023 | 184 | $9.3M | $171K | $1,096 | 0.35% | Not published | Form 5500 ↗ |
| 2022 | 163 | $7.8M | $128K | $892 | 0.31% | Not published | Form 5500 ↗ |
| 2021 | 158 | $9.2M | $133K | $924 | 0.33% | Not published | Form 5500 ↗ |
Common questions
Does San Diego Museum of Art match 401(k) contributions?
The match terms for the San Diego Museum of Art 403(b) Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $189K in employer contributions, about $1,126 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the San Diego Museum of Art 401(k) match vested?
The vesting schedule for the San Diego Museum of Art 403(b) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the San Diego Museum of Art 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Unum Life Ins. Co. of America. The plan administrator is San Diego Museum of Art.
I left San Diego Museum of Art. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (San Diego Museum of Art, (619) 696-1917) or the recordkeeper, Unum Life Ins. Co. of America. The San Diego Museum of Art old 401(k) page lists the contacts from every plan filing. Find an old San Diego Museum of Art 401(k)
Data from the public Form 5500 annual reports San Diego Museum of Art filed with the U.S. Department of Labor (plan years 2021 and 2022 and 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 San Diego Museum of Art. Not financial advice. Report a correction · Methodology