University of New England 403(b) match, vesting and fees
What University of New England'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 | Fid Inv Inst Ops Co | Schedule C ↗ |
| Independent auditor | Bdmp Assurance, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 93 defined-contribution plans in educational services with 1,000 to 4,999 participants.
| University of New England: employer contribution per participant | $3,150 | |
| Peer median | $2,292 |
| University of New England: average balance | $149,665 | |
| Peer median | $144,662 |
| University of New England: admin expenses ÷ assets | 0.06% | |
| Peer median | 0.08% |
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 $239M at the end of plan year 2021 to $288M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 2,946 | $288M | $6.1M | $3,150 | 0.06% | Not published | Form 5500 ↗ |
| 2024 | 2,176 | $249M | $5.6M | $2,924 | 0.04% | Not published | Form 5500 ↗ |
| 2023 | 2,208 | $227M | $4.9M | $2,521 | 0.03% | Not published | Form 5500 ↗ |
| 2022 | 2,155 | $197M | $4.6M | $2,434 | 0.00% | Not published | Form 5500 ↗ |
| 2021 | 2,135 | $239M | $4.8M | $2,495 | 0.00% | Not published | Form 5500 ↗ |
Common questions
Does University of New England match 401(k) contributions?
The match terms for the University of New England Defined Contribution Plan have not been published from its filing yet. The plan year 2025 filing reports $6.1M in employer contributions, about $3,150 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the University of New England 401(k) match vested?
The vesting schedule for the University of New England Defined Contribution Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the University of New England 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Fid Inv Inst Ops Co. The plan administrator is University of New England.
I left University of New England. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (University of New England, (207) 602-2339) or the recordkeeper, Fid Inv Inst Ops Co. The University of New England old 401(k) page lists the contacts from every plan filing. Find an old University of New England 401(k)
Data from the public Form 5500 annual reports University of New England 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 New England. Not financial advice. Report a correction · Methodology