Suffolk University 403(b) match, vesting and fees
What Suffolk University'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 | Fidelity Inv Inst Oper Comp, Inc. | Schedule C ↗ |
| Independent auditor | Caron & Bletzer PLLC (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 2025 medians for 93 defined-contribution plans in educational services with 1,000 to 4,999 participants.
| Suffolk University: employer contribution per participant | $2,273 | |
| Peer median | $2,292 |
| Suffolk University: average balance | $217,619 | |
| Peer median | $144,662 |
| Suffolk University: admin expenses ÷ assets | 0.07% | |
| Peer median | 0.08% |
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 $490M at the end of plan year 2021 to $582M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 2,770 | $582M | $6.1M | $2,273 | 0.07% | Not published | Form 5500 ↗ |
| 2024 | 2,798 | $531M | $7.5M | $2,761 | 0.07% | Not published | Form 5500 ↗ |
| 2023 | 2,640 | $479M | $7.4M | $2,900 | 0.08% | Not published | Form 5500 ↗ |
| 2022 | 2,557 | $417M | $5M | $2,053 | 0.07% | Not published | Form 5500 ↗ |
| 2021 | 2,412 | $490M | $1.6M | $691 | 0.05% | Not published | Form 5500 ↗ |
Common questions
Does Suffolk University match 401(k) contributions?
The match terms for the Suffolk University Employee Retirement Plan have not been published from its filing yet. The plan year 2025 filing reports $6.1M in employer contributions, about $2,273 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Suffolk University 401(k) match vested?
The vesting schedule for the Suffolk University Employee Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Suffolk University 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Fidelity Inv Inst Oper Comp, Inc.. The plan administrator is Suffolk University.
I left Suffolk University. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Suffolk University, (617) 573-8415) or the recordkeeper, Fidelity Inv Inst Oper Comp, Inc.. The Suffolk University old 401(k) page lists the contacts from every plan filing. Find an old Suffolk University 401(k)
Data from the public Form 5500 annual reports Suffolk University 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 Suffolk University. Not financial advice. Report a correction · Methodology