Society of Photo Optical Instrumentation Engineers 403(b) match, vesting and fees
What Society of Photo Optical Instrumentation Engineers' 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 | Schedule C ↗ |
| Independent auditor | Clark Nuber P.S. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 942 defined-contribution plans in other services with 100 to 499 participants.
| Society of Photo Optical Instrumentation Engineers: employer contribution per participant | $5,419 | |
| Peer median | $1,890 |
| Society of Photo Optical Instrumentation Engineers: average balance | $225,826 | |
| Peer median | $56,033 |
| Society of Photo Optical Instrumentation Engineers: admin expenses ÷ assets | <0.01% | |
| 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 $57.2M at the end of plan year 2021 to $73.8M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 330 | $73.8M | $1.8M | $5,419 | <0.01% | Not published | Form 5500 ↗ |
| 2024 | 338 | $64M | $1.7M | $5,081 | <0.01% | Not published | Form 5500 ↗ |
| 2023 | 336 | $58.3M | $1.7M | $4,961 | <0.01% | Not published | Form 5500 ↗ |
| 2022 | 340 | $49.6M | $1.6M | $4,616 | <0.01% | Not published | Form 5500 ↗ |
| 2021 | 316 | $57.2M | $1.4M | $4,575 | <0.01% | Not published | Form 5500 ↗ |
Common questions
Does Society of Photo Optical Instrumentation Engineers match 401(k) contributions?
The match terms for the Spie Retirement Plan have not been published from its filing yet. The plan year 2025 filing reports $1.8M in employer contributions, about $5,419 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Society of Photo Optical Instrumentation Engineers 401(k) match vested?
The vesting schedule for the Spie Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Society of Photo Optical Instrumentation Engineers 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is TIAA. The plan administrator is Society of Photo Optical Instrumentation Engineers.
I left Society of Photo Optical Instrumentation Engineers. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Society of Photo Optical Instrumentation Engineers, (360) 676-3290) or the recordkeeper, TIAA. The Society of Photo Optical Instrumentation Engineers old 401(k) page lists the contacts from every plan filing. Find an old Society of Photo Optical Instrumentation Engineers 401(k)
Data from the public Form 5500 annual reports Society of Photo Optical Instrumentation Engineers 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 Society of Photo Optical Instrumentation Engineers. Not financial advice. Report a correction · Methodology