United States Naval Academy Alumni Association 403(b) match, vesting and fees
What United States Naval Academy Alumni Association'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 | Rsm US 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 2,561 defined-contribution plans in other services with 100 to 499 participants.
| United States Naval Academy Alumni Association: employer contribution per participant | $2,225 | |
| Peer median | $1,803 |
| United States Naval Academy Alumni Association: average balance | $77,079 | |
| Peer median | $48,934 |
| United States Naval Academy Alumni Association: admin expenses ÷ assets | <0.01% | |
| Peer median | 0.31% |
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 $14.5M at the end of plan year 2021 to $15.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 204 | $15.7M | $454K | $2,225 | <0.01% | Not published | Form 5500 ↗ |
| 2023 | 191 | $14.3M | $403K | $2,110 | <0.01% | Not published | Form 5500 ↗ |
| 2022 | 175 | $12.3M | $332K | $1,950 | 0.02% | Not published | Form 5500 ↗ |
| 2021 | 126 | $14.5M | $320K | $2,693 | <0.01% | Not published | 5500-SF ↗ |
Other United States Naval Academy Alumni Association plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
U.S. Naval Academy Alumni Association Tax Deferred Annuity 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.
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
Common questions
Does United States Naval Academy Alumni Association match 401(k) contributions?
The match terms for the United States Naval Academy Alumni Association 403(b) have not been published from its filing yet. The plan year 2024 filing reports $454K in employer contributions, about $2,225 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the United States Naval Academy Alumni Association 401(k) match vested?
The vesting schedule for the United States Naval Academy Alumni Association 403(b) is not in the data published so far. Your Summary Plan Description states it.
Who manages the United States Naval Academy Alumni Association 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is TIAA. The plan administrator is United States Naval Academy Alumni Association, Inc..
I left United States Naval Academy Alumni Association. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (United States Naval Academy Alumni Association, Inc., (410) 295-4050) or the recordkeeper, TIAA. The United States Naval Academy Alumni Association old 401(k) page lists the contacts from every plan filing. Find an old United States Naval Academy Alumni Association 401(k)
Data from the public Form 5500 annual reports United States Naval Academy Alumni Association 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 United States Naval Academy Alumni Association. Not financial advice. Report a correction · Methodology