University of Massachusetts Global 403(b) match, vesting and fees
What University of Massachusetts Global'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 | Almich & Associates (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 117 defined-contribution plans in educational services with 500 to 999 participants.
| University of Massachusetts Global: employer contribution per participant | $2,750 | |
| Peer median | $1,858 |
| University of Massachusetts Global: average balance | $60,465 | |
| Peer median | $109,004 |
| University of Massachusetts Global: admin expenses ÷ assets | 0.11% | |
| 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 $32.7M at the end of plan year 2021 to $54.4M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 1,841 | $54.4M | $2.5M | $2,750 | 0.11% | Not published | Form 5500 ↗ |
| 2024 | 1,843 | $44.9M | $2.4M | $2,743 | 0.12% | Not published | Form 5500 ↗ |
| 2023 | 2,080 | $38.6M | $2.7M | $3,183 | 0.11% | Not published | Form 5500 ↗ |
| 2022 | 1,197 | $32.6M | $3.3M | $3,499 | 0.11% | Not published | Form 5500 ↗ |
| 2021 | 1,122 | $32.7M | $3.4M | $4,009 | 0.11% | Not published | Form 5500 ↗ |
Other University of Massachusetts Global plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
University of Massachusetts Global Defined Contribution 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 | TIAA | Schedule C ↗ |
| Independent auditor | Almich & Associates (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does University of Massachusetts Global match 401(k) contributions?
The match terms for the University of Massachusetts Global 403(b) Defined Contribution Retirement Plan have not been published from its filing yet. The plan year 2025 filing reports $2.5M in employer contributions, about $2,750 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the University of Massachusetts Global 401(k) match vested?
The vesting schedule for the University of Massachusetts Global 403(b) Defined Contribution Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the University of Massachusetts Global 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is TIAA. The plan administrator is University of Massachusetts Global.
I left University of Massachusetts Global. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (University of Massachusetts Global, (949) 383-3614) or the recordkeeper, TIAA. The University of Massachusetts Global old 401(k) page lists the contacts from every plan filing. Find an old University of Massachusetts Global 401(k)
Data from the public Form 5500 annual reports University of Massachusetts Global filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 University of Massachusetts Global. Not financial advice. Report a correction · Methodology