Universities Space Research Association 401(k) match, vesting and fees
What Universities Space Research Association's 401(k) 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 | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Forvis, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,287 defined-contribution plans in professional, scientific, and technical services with 500 to 999 participants.
| Universities Space Research Association: employer contribution per participant | $2,508 | |
| Peer median | $2,600 |
| Universities Space Research Association: average balance | $157,004 | |
| Peer median | $84,124 |
| Universities Space Research Association: admin expenses ÷ assets | 0.18% | |
| Peer median | 0.17% |
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 $97.5M at the end of plan year 2021 to $92.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 588 | $92.3M | $1.5M | $2,508 | 0.18% | Not published | Form 5500 ↗ |
| 2023 | 631 | $85.7M | $1.5M | $2,468 | 0.18% | Not published | Form 5500 ↗ |
| 2022 | 663 | $75.6M | $3.7M | $5,650 | 0.21% | Not published | Form 5500 ↗ |
| 2021 | 693 | $97.5M | $4.8M | $6,892 | 0.16% | Not published | Form 5500 ↗ |
Other Universities Space Research Association plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Universities Space Research Association 403(b) 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 | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Forvis, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
Common questions
Does Universities Space Research Association match 401(k) contributions?
The match terms for the Universities Space Research Association 401(k) Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $1.5M in employer contributions, about $2,508 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Universities Space Research Association 401(k) match vested?
The vesting schedule for the Universities Space Research Association 401(k) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Universities Space Research Association 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Retirement Solutions. The plan administrator is Universities Space Research Association.
I left Universities Space Research Association. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Universities Space Research Association, (410) 730-2656) or the recordkeeper, Transamerica Retirement Solutions. The Universities Space Research Association old 401(k) page lists the contacts from every plan filing. Find an old Universities Space Research Association 401(k)
Data from the public Form 5500 annual reports Universities Space Research 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 Universities Space Research Association. Not financial advice. Report a correction · Methodology