University of Western States 403(b) match, vesting and fees
What University of Western States' 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 | Crowe LLP (unmodified 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 2,134 defined-contribution plans in educational services with 100 to 499 participants.
| University of Western States: employer contribution per participant | $2,867 | |
| Peer median | $1,684 |
| University of Western States: average balance | $158,024 | |
| Peer median | $62,952 |
| University of Western States: admin expenses ÷ assets | 0.10% | |
| 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 $38.4M at the end of plan year 2021 to $39M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 252 | $39M | $708K | $2,867 | 0.10% | Not published | Form 5500 ↗ |
| 2023 | 267 | $38.4M | $754K | $2,867 | 0.09% | Not published | Form 5500 ↗ |
| 2022 | 279 | $34.2M | $777K | $2,815 | 0.09% | Not published | Form 5500 ↗ |
| 2021 | 268 | $38.4M | $768K | $2,911 | 0.09% | Not published | Form 5500 ↗ |
Common questions
Does University of Western States match 401(k) contributions?
The match terms for the University of Western States 403(b) Plan have not been published from its filing yet. The plan year 2024 filing reports $708K in employer contributions, about $2,867 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the University of Western States 401(k) match vested?
The vesting schedule for the University of Western States 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the University of Western States 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is TIAA. The plan administrator is University of Western States.
I left University of Western States. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (University of Western States, (503) 251-2819) or the recordkeeper, TIAA. The University of Western States old 401(k) page lists the contacts from every plan filing. Find an old University of Western States 401(k)
Data from the public Form 5500 annual reports University of Western States 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 University of Western States. Not financial advice. Report a correction · Methodology