Trustees of Columbia University 403(b) match, vesting and fees
What Trustees of Columbia 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 | The Vanguard Group, Inc | Schedule C ↗ |
| Independent auditor | Pricewaterhousecoopers LLP (disclaimer 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.
| Trustees of Columbia University: employer contribution per participant | — | |
| Peer median | $3,952 |
| Trustees of Columbia University: average balance | $150,333 | |
| Peer median | $137,350 |
| Trustees of Columbia University: admin expenses ÷ assets | 0.03% | |
| 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 $4.1B at the end of plan year 2023 to $4.7B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 40,437 | $4.7B | — | — | 0.03% | Not published | Form 5500 ↗ |
| 2023 | 40,558 | $4.1B | — | — | 0.03% | Not published | Form 5500 ↗ |
Other Trustees of Columbia University plans (5)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Retirement Plan for Officers of Columbia University
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 | The Vanguard Group, Inc | Schedule C ↗ |
| Independent auditor | Pricewaterhousecoopers (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
Columbia University Defined Contribution Plan for Supporting Staff
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 | The Vanguard Group, Inc | Schedule C ↗ |
| Independent auditor | Pricewaterhousecoopers (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
Columbia University Defined Contribution Plan - Supporting Staff Association at the College of Physicians and Surgeons
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 | The Vanguard Group, Inc | Schedule C ↗ |
| Independent auditor | Pricewaterhousecoopers (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
Columbia University Retirement Plan - Local 241, Transport Workers Union of America
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 | Cbiz Inc. | Schedule C ↗ |
| Independent auditor | Pricewaterhousecoopers (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Retirement Plan for Building and Maintenance Employees of Columbia University Properties
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 | Cbiz Inc. | Schedule C ↗ |
| Independent auditor | Pricewaterhousecoopers (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Trustees of Columbia University match 401(k) contributions?
The match terms for the Columbia University Voluntary Retirement Savings Plan have not been published from its filing yet.
When is the Trustees of Columbia University 401(k) match vested?
The vesting schedule for the Columbia University Voluntary Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Trustees of Columbia University 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The Vanguard Group, Inc. The plan administrator is Columbia University Vice President of Human Resources.
I left Trustees of Columbia University. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Columbia University Vice President of Human Resources, (212) 851-7000) or the recordkeeper, The Vanguard Group, Inc. The Trustees of Columbia University old 401(k) page lists the contacts from every plan filing. Find an old Trustees of Columbia University 401(k)
Data from the public Form 5500 annual reports Trustees of Columbia University 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 Trustees of Columbia University. Not financial advice. Report a correction · Methodology