Washington Education Association 401(k) match, vesting and fees
What Washington Education Association's 401(k) 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 | Stancorp Financial Group | Schedule C ↗ |
| Independent auditor | Tremper & Co. LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 2,134 defined-contribution plans in educational services with 100 to 499 participants.
| Washington Education Association: employer contribution per participant | $11,047 | |
| Peer median | $1,684 |
| Washington Education Association: average balance | $328,813 | |
| Peer median | $62,952 |
| Washington Education Association: admin expenses ÷ assets | <0.01% | |
| 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 $72M at the end of plan year 2021 to $80.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 247 | $80.6M | $2.7M | $11,047 | <0.01% | Not published | Form 5500 ↗ |
| 2023 | 247 | $71.7M | $2.6M | $10,649 | <0.01% | Not published | Form 5500 ↗ |
| 2022 | 248 | $59.9M | $2.4M | $9,962 | <0.01% | Not published | Form 5500 ↗ |
| 2021 | 237 | $72M | $2.1M | $9,167 | <0.01% | Not published | Form 5500 ↗ |
Other Washington Education Association plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Staff Retirement Plan of the Washington Education Association
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.
| Independent auditor | Tremper & Co., LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Washington Education Association match 401(k) contributions?
The match terms for the Washington Education Association Staff 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $2.7M in employer contributions, about $11,047 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Washington Education Association 401(k) match vested?
The vesting schedule for the Washington Education Association Staff 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Washington Education Association 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Stancorp Financial Group. The plan administrator is Washington Education Association.
I left Washington Education Association. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Washington Education Association, (253) 941-6700) or the recordkeeper, Stancorp Financial Group. The Washington Education Association old 401(k) page lists the contacts from every plan filing. Find an old Washington Education Association 401(k)
Data from the public Form 5500 annual reports Washington Education Association 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 Education Association. Not financial advice. Report a correction · Methodology