Serbian Orthodox Church in the U.S.A. & Canada retirement plan: assets, participants and fees
What Serbian Orthodox Church in the U.S.A. & Canada's retirement plan 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 | Mutual of America Insurance Company | Schedule C ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 2,561 defined-contribution plans in other services with 100 to 499 participants.
| Serbian Orthodox Church in the U.S.A. & Canada: employer contribution per participant | $3,326 | |
| Peer median | $1,803 |
| Serbian Orthodox Church in the U.S.A. & Canada: average balance | $118,911 | |
| Peer median | $48,934 |
| Serbian Orthodox Church in the U.S.A. & Canada: admin expenses ÷ assets | 0.01% | |
| Peer median | 0.31% |
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 $9.8M at the end of plan year 2021 to $13.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 110 | $13.1M | $366K | $3,326 | 0.01% | Not published | Form 5500 ↗ |
| 2023 | 109 | $12.1M | $343K | $3,147 | 0.01% | Not published | Form 5500 ↗ |
| 2022 | 113 | $10.7M | $337K | $2,985 | 0.01% | Not published | Form 5500 ↗ |
| 2021 | 117 | $9.8M | $357K | $3,187 | — | Not published | Form 5500 ↗ |
Common questions
Does Serbian Orthodox Church in the U.S.A. & Canada match 401(k) contributions?
The match terms for the Pension Plan for the Clergymen of the Serbian Othodox Church in the United States & Canada have not been published from its filing yet. The plan year 2024 filing reports $366K in employer contributions, about $3,326 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Serbian Orthodox Church in the U.S.A. & Canada 401(k) match vested?
The vesting schedule for the Pension Plan for the Clergymen of the Serbian Othodox Church in the United States & Canada is not in the data published so far. Your Summary Plan Description states it.
Who manages the Serbian Orthodox Church in the U.S.A. & Canada 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Mutual of America Insurance Company. The plan administrator is Pension Committee, Serbian Orthodox Church in the USA & Canada.
I left Serbian Orthodox Church in the U.S.A. & Canada. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Pension Committee, Serbian Orthodox Church in the USA & Canada, (574) 855-6114) or the recordkeeper, Mutual of America Insurance Company. The Serbian Orthodox Church in the U.S.A. & Canada old 401(k) page lists the contacts from every plan filing. Find an old Serbian Orthodox Church in the U.S.A. & Canada 401(k)
Data from the public Form 5500 annual reports Serbian Orthodox Church in the U.S.A. & Canada 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 Serbian Orthodox Church in the U.S.A. & Canada. Not financial advice. Report a correction · Methodology