Trustees of Deerfield Academy 403(b) match, vesting and fees
What Trustees of Deerfield Academy'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- Teachers Insurance and Annuit | Schedule C ↗ |
| Independent auditor | Caron & Bletzer PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 456 defined-contribution plans in educational services with 500 to 999 participants.
| Trustees of Deerfield Academy: employer contribution per participant | $2,965 | |
| Peer median | $1,855 |
| Trustees of Deerfield Academy: average balance | $157,286 | |
| Peer median | $100,069 |
| Trustees of Deerfield Academy: admin expenses ÷ assets | 0.05% | |
| Peer median | 0.11% |
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 $117M at the end of plan year 2021 to $156M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 998 | $156M | $2.9M | $2,965 | 0.05% | Not published | Form 5500 ↗ |
| 2023 | 984 | $143M | $3.2M | $3,231 | 0.05% | Not published | Form 5500 ↗ |
| 2022 | 953 | $127M | $3.2M | $3,352 | 0.05% | Not published | Form 5500 ↗ |
| 2021 | 930 | $117M | $2.6M | $2,852 | 0.06% | Not published | Form 5500 ↗ |
Common questions
Does Trustees of Deerfield Academy match 401(k) contributions?
The match terms for the Trustees of Deerfield Academy Defined Contribution Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $2.9M in employer contributions, about $2,965 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Trustees of Deerfield Academy 401(k) match vested?
The vesting schedule for the Trustees of Deerfield Academy Defined Contribution Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Trustees of Deerfield Academy 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Tiaa- Teachers Insurance and Annuit. The plan administrator is Deerfield Academy Sara Cahillane.
I left Trustees of Deerfield Academy. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Deerfield Academy Sara Cahillane, (413) 772-0241) or the recordkeeper, Tiaa- Teachers Insurance and Annuit. The Trustees of Deerfield Academy old 401(k) page lists the contacts from every plan filing. Find an old Trustees of Deerfield Academy 401(k)
Data from the public Form 5500 annual reports Trustees of Deerfield Academy 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 Trustees of Deerfield Academy. Not financial advice. Report a correction · Methodology