University of Chicago 403(b) match, vesting and fees
What University of Chicago'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 | TIAA | Schedule C ↗ |
| Independent auditor | Mitchell & Titus, 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 54 defined-contribution plans in educational services with 10,000 to 49,999 participants.
| University of Chicago: employer contribution per participant | — | |
| Peer median | $3,952 |
| University of Chicago: average balance | $148,839 | |
| Peer median | $137,350 |
| University of Chicago: admin expenses ÷ assets | 0.02% | |
| Peer median | 0.02% |
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 $1.7B at the end of plan year 2023 to $1.9B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 13,359 | $1.9B | — | — | 0.02% | Not published | Form 5500 ↗ |
| 2023 | 12,893 | $1.7B | — | — | 0.02% | Not published | Form 5500 ↗ |
Other University of Chicago plans (3)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
The University of Chicago Contributory Retirement 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.
| Recordkeeper | TIAA | Schedule C ↗ |
| Independent auditor | Mitchell & Titus, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
The University of Chicago Retirement Income 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.
| Recordkeeper | TIAA | Schedule C ↗ |
| Independent auditor | Mitchell & Titus, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Frozen | Form 5500 ↗ |
The University of Chicago Pension Plan for Staff Employees
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.
| Independent auditor | Mitchell & Titus LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does University of Chicago match 401(k) contributions?
The match terms for the The University of Chicago Supplemental Retirement Plan have not been published from its filing yet.
When is the University of Chicago 401(k) match vested?
The vesting schedule for the The University of Chicago Supplemental Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the University of Chicago 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is TIAA. The plan administrator is The University of Chicago.
I left University of Chicago. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The University of Chicago, (773) 702-9357) or the recordkeeper, TIAA. The University of Chicago old 401(k) page lists the contacts from every plan filing. Find an old University of Chicago 401(k)
Data from the public Form 5500 annual reports University of Chicago filed with the U.S. Department of Labor (plan years 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 University of Chicago. Not financial advice. Report a correction · Methodology