Trustees of Mount Holyoke College 403(b) match, vesting and fees
What Trustees of Mount Holyoke College'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.
| Independent auditor | Mp P.C. (disclaimer 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.
| Trustees of Mount Holyoke College: employer contribution per participant | $2,728 | |
| Peer median | $2,130 |
| Trustees of Mount Holyoke College: average balance | $150,268 | |
| Peer median | $126,258 |
| Trustees of Mount Holyoke College: admin expenses ÷ assets | 0.06% | |
| 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 $429M at the end of plan year 2021 to $423M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,945 | $423M | $7.7M | $2,728 | 0.06% | Not published | Form 5500 ↗ |
| 2023 | 2,939 | $393M | $6.5M | $2,331 | 0.06% | Not published | Form 5500 ↗ |
| 2022 | 2,987 | $364M | $6.2M | $2,185 | 0.06% | Not published | Form 5500 ↗ |
| 2021 | 2,949 | $429M | $4.6M | $1,636 | 0.06% | Not published | Form 5500 ↗ |
Other Trustees of Mount Holyoke College plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Cash Balance Pension Plan for Staff Employees of Mount Holyoke College
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 | Usi Consulting Group | Schedule C ↗ |
| Independent auditor | Mp P.C (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Trustees of Mount Holyoke College match 401(k) contributions?
The match terms for the Mount Holyoke College Defined Contribution Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $7.7M in employer contributions, about $2,728 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Trustees of Mount Holyoke College 401(k) match vested?
The vesting schedule for the Mount Holyoke College Defined Contribution Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Trustees of Mount Holyoke College 401(k)?
The filing names Trustees of Mount Holyoke College as plan administrator; it does not list a recordkeeper.
I left Trustees of Mount Holyoke College. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Trustees of Mount Holyoke College, (413) 538-2713). The Trustees of Mount Holyoke College old 401(k) page lists the contacts from every plan filing. Find an old Trustees of Mount Holyoke College 401(k)
Data from the public Form 5500 annual reports Trustees of Mount Holyoke College 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 Mount Holyoke College. Not financial advice. Report a correction · Methodology