Stevens Institute of Technology 403(b) match, vesting and fees
What Stevens Institute of Technology'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 | Teachers Insur. & Annuity Assoc. | Schedule C ↗ |
| Independent auditor | Baker Tilly US, 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 2024 medians for 441 defined-contribution plans in educational services with 1,000 to 4,999 participants.
| Stevens Institute of Technology: employer contribution per participant | $3,984 | |
| Peer median | $2,130 |
| Stevens Institute of Technology: average balance | $194,847 | |
| Peer median | $126,258 |
| Stevens Institute of Technology: admin expenses ÷ assets | 0.08% | |
| Peer median | 0.07% |
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 $416M at the end of plan year 2021 to $466M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,554 | $466M | $9.5M | $3,984 | 0.08% | Not published | Form 5500 ↗ |
| 2023 | 2,368 | $420M | $8.6M | $3,691 | 0.11% | Not published | Form 5500 ↗ |
| 2022 | 2,304 | $369M | $7.8M | $3,487 | 0.07% | Not published | Form 5500 ↗ |
| 2021 | 2,176 | $416M | $7.1M | $3,355 | 0.10% | Not published | Form 5500 ↗ |
Other Stevens Institute of Technology plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Stevens Institute of Technology Non-Academic Staff Employees' Pension Plan
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.
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Stevens Institute of Technology No. 660 Pension Plan
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.
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Stevens Institute of Technology match 401(k) contributions?
The match terms for the Stevens Institute of Technology Defined Contributi have not been published from its filing yet. The plan year 2024 filing reports $9.5M in employer contributions, about $3,984 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Stevens Institute of Technology 401(k) match vested?
The vesting schedule for the Stevens Institute of Technology Defined Contributi is not in the data published so far. Your Summary Plan Description states it.
Who manages the Stevens Institute of Technology 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Teachers Insur. & Annuity Assoc.. The plan administrator is Stevens Institute of Technology.
I left Stevens Institute of Technology. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Stevens Institute of Technology, (201) 216-5122) or the recordkeeper, Teachers Insur. & Annuity Assoc.. The Stevens Institute of Technology old 401(k) page lists the contacts from every plan filing. Find an old Stevens Institute of Technology 401(k)
Data from the public Form 5500 annual reports Stevens Institute of Technology 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 Stevens Institute of Technology. Not financial advice. Report a correction · Methodology