Washington and Lee University 403(b) match, vesting and fees
What Washington and Lee University'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 | Insero and Co. Cpas, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 441 defined-contribution plans in educational services with 1,000 to 4,999 participants.
| Washington and Lee University: employer contribution per participant | $3,713 | |
| Peer median | $2,130 |
| Washington and Lee University: average balance | $211,975 | |
| Peer median | $126,258 |
| Washington and Lee University: admin expenses ÷ assets | 0.10% | |
| Peer median | 0.07% |
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 $421M at the end of plan year 2021 to $437M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,101 | $437M | $7.7M | $3,713 | 0.10% | Not published | Form 5500 ↗ |
| 2023 | 2,149 | $408M | $7.3M | $3,463 | 0.09% | Not published | Form 5500 ↗ |
| 2022 | 2,299 | $365M | $7M | $3,523 | 0.09% | Not published | Form 5500 ↗ |
| 2021 | 2,218 | $421M | $6M | $5,430 | 0.06% | Not published | Form 5500 ↗ |
Common questions
Does Washington and Lee University match 401(k) contributions?
The match terms for the Washington and Lee University Defined Contribution Plan have not been published from its filing yet. The plan year 2024 filing reports $7.7M in employer contributions, about $3,713 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Washington and Lee University 401(k) match vested?
The vesting schedule for the Washington and Lee University Defined Contribution Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Washington and Lee University 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is TIAA. The plan administrator is Washington and Lee University.
I left Washington and Lee University. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Washington and Lee University, (540) 458-8920) or the recordkeeper, TIAA. The Washington and Lee University old 401(k) page lists the contacts from every plan filing. Find an old Washington and Lee University 401(k)
Data from the public Form 5500 annual reports Washington and Lee University 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 Washington and Lee University. Not financial advice. Report a correction · Methodology