Wellesley College 403(b) match, vesting and fees
What Wellesley College'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 | Fidelity Inv Inst Oper Company Inc | Schedule C ↗ |
| Independent auditor | Mp P.C. (disclaimer 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.
| Wellesley College: employer contribution per participant | $2,695 | |
| Peer median | $2,130 |
| Wellesley College: average balance | $221,464 | |
| Peer median | $126,258 |
| Wellesley College: admin expenses ÷ assets | 0.05% | |
| 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 $738M at the end of plan year 2021 to $787M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 3,804 | $787M | $9.6M | $2,695 | 0.05% | Not published | Form 5500 ↗ |
| 2023 | 3,764 | $722M | $9M | $2,562 | 0.05% | Not published | Form 5500 ↗ |
| 2022 | 3,735 | $640M | $9.2M | $2,642 | 0.04% | Not published | Form 5500 ↗ |
| 2021 | 3,646 | $738M | $13.3M | $3,884 | 0.05% | Not published | Form 5500 ↗ |
Other Wellesley College plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Wellesley Coll Pension Pln for Classified Ofc and Svc Ees
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 | Bdo USA, LLP (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Wellesley College match 401(k) contributions?
The match terms for the Wellesley College 403(b) Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $9.6M in employer contributions, about $2,695 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Wellesley College 401(k) match vested?
The vesting schedule for the Wellesley College 403(b) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Wellesley College 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Inv Inst Oper Company Inc. The plan administrator is Wellesley College.
I left Wellesley College. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Wellesley College, (781) 283-3202) or the recordkeeper, Fidelity Inv Inst Oper Company Inc. The Wellesley College old 401(k) page lists the contacts from every plan filing. Find an old Wellesley College 401(k)
Data from the public Form 5500 annual reports Wellesley College 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 Wellesley College. Not financial advice. Report a correction · Methodology