Urban Land Institute 403(b) match, vesting and fees
What Urban Land Institute'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 | Empower Annuity Insurance Company O | Schedule C ↗ |
| Independent auditor | Rsm US LLP (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,379 defined-contribution plans in real estate and rental and leasing with 100 to 499 participants.
| Urban Land Institute: employer contribution per participant | $3,926 | |
| Peer median | $1,680 |
| Urban Land Institute: average balance | $96,893 | |
| Peer median | $52,722 |
| Urban Land Institute: admin expenses ÷ assets | 0.23% | |
| Peer median | 0.39% |
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 $23M at the end of plan year 2021 to $36.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 380 | $36.5M | $1.5M | $3,926 | 0.23% | Not published | Form 5500 ↗ |
| 2023 | 375 | $29.3M | $1.3M | $3,610 | 0.19% | Not published | Form 5500 ↗ |
| 2022 | 346 | $27M | $1.1M | $3,301 | 0.16% | Not published | Form 5500 ↗ |
| 2021 | 352 | $23M | $545K | $1,702 | 0.27% | Not published | Form 5500 ↗ |
Other Urban Land Institute plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Urban Land Institute 401(k) Defined Contribution 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 | Great West Life & Annuity Insurance | 2021 Schedule C ↗ |
| Independent auditor | Rsm US LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Terminated (final filing) | Form 5500 ↗ |
The recordkeeper is from the plan year 2021 filing, the latest that names one. The other rows are from the plan year 2022 filing.
Common questions
Does Urban Land Institute match 401(k) contributions?
The match terms for the Urban Land Institute 403(b) Plan have not been published from its filing yet. The plan year 2024 filing reports $1.5M in employer contributions, about $3,926 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Urban Land Institute 401(k) match vested?
The vesting schedule for the Urban Land Institute 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Urban Land Institute 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company O. The plan administrator is Urban Land Institute.
I left Urban Land Institute. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Urban Land Institute, (202) 624-7000) or the recordkeeper, Empower Annuity Insurance Company O. The Urban Land Institute old 401(k) page lists the contacts from every plan filing. Find an old Urban Land Institute 401(k)
Data from the public Form 5500 annual reports Urban Land Institute 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 Urban Land Institute. Not financial advice. Report a correction · Methodology