W.E. Upjohn Institute for Employment Research 403(b) match, vesting and fees
What W.E. Upjohn Institute for Employment Research'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 | Plante & Moran, PLLC (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 590 defined-contribution plans in educational services with 100 to 499 participants.
| W.E. Upjohn Institute for Employment Research: employer contribution per participant | $5,016 | |
| Peer median | $1,800 |
| W.E. Upjohn Institute for Employment Research: average balance | $256,582 | |
| Peer median | $72,234 |
| W.E. Upjohn Institute for Employment Research: admin expenses ÷ assets | 0.12% | |
| Peer median | 0.18% |
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 $45.4M at the end of plan year 2021 to $53.9M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 213 | $53.9M | $1.1M | $5,016 | 0.12% | Not published | Form 5500 ↗ |
| 2024 | 204 | $50.3M | $986K | $4,979 | 0.13% | Not published | Form 5500 ↗ |
| 2023 | 198 | $46.3M | $980K | $5,076 | 0.14% | Not published | Form 5500 ↗ |
| 2022 | 191 | $40.4M | $898K | $4,854 | 0.17% | Not published | Form 5500 ↗ |
| 2021 | 185 | $45.4M | $807K | $4,486 | 0.16% | Not published | Form 5500 ↗ |
Common questions
Does W.E. Upjohn Institute for Employment Research match 401(k) contributions?
The match terms for the W.E. Upjohn Institute for Employment Research 403(b) Dc Plan have not been published from its filing yet. The plan year 2025 filing reports $1.1M in employer contributions, about $5,016 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the W.E. Upjohn Institute for Employment Research 401(k) match vested?
The vesting schedule for the W.E. Upjohn Institute for Employment Research 403(b) Dc Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the W.E. Upjohn Institute for Employment Research 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is TIAA. The plan administrator is W.E. Upjohn Institute for Employment Research.
I left W.E. Upjohn Institute for Employment Research. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (W.E. Upjohn Institute for Employment Research, (269) 343-5541) or the recordkeeper, TIAA. The W.E. Upjohn Institute for Employment Research old 401(k) page lists the contacts from every plan filing. Find an old W.E. Upjohn Institute for Employment Research 401(k)
Data from the public Form 5500 annual reports W.E. Upjohn Institute for Employment Research 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 W.E. Upjohn Institute for Employment Research. Not financial advice. Report a correction · Methodology