University Settlement Society of New York 403(b) match, vesting and fees
What University Settlement Society of New York'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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Pkf O'Connor Davies, 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 352 defined-contribution plans in other services with 500 to 999 participants.
| University Settlement Society of New York: employer contribution per participant | $1,687 | |
| Peer median | $1,775 |
| University Settlement Society of New York: average balance | $39,887 | |
| Peer median | $48,211 |
| University Settlement Society of New York: admin expenses ÷ assets | 0.16% | |
| Peer median | 0.25% |
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 $19.6M at the end of plan year 2021 to $26.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 843 | $26.4M | $1.1M | $1,687 | 0.16% | Not published | Form 5500 ↗ |
| 2023 | 960 | $27.1M | $1M | $1,670 | 0.02% | Not published | Form 5500 ↗ |
| 2022 | 919 | $22.9M | $823K | $1,623 | <0.01% | Not published | Form 5500 ↗ |
| 2021 | 473 | $19.6M | $782K | $1,827 | 0.01% | Not published | Form 5500 ↗ |
Common questions
Does University Settlement Society of New York match 401(k) contributions?
The match terms for the 403(b) Thrift Plan for University Settlement Society of New York have not been published from its filing yet. The plan year 2024 filing reports $1.1M in employer contributions, about $1,687 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the University Settlement Society of New York 401(k) match vested?
The vesting schedule for the 403(b) Thrift Plan for University Settlement Society of New York is not in the data published so far. Your Summary Plan Description states it.
Who manages the University Settlement Society of New York 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is University Settlement Society of New York.
I left University Settlement Society of New York. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (University Settlement Society of New York, (646) 465-5345) or the recordkeeper, Principal Life Insurance Company. The University Settlement Society of New York old 401(k) page lists the contacts from every plan filing. Find an old University Settlement Society of New York 401(k)
Data from the public Form 5500 annual reports University Settlement Society of New York 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 Settlement Society of New York. Not financial advice. Report a correction · Methodology