Wesley Community Services Organization 403(b) match, vesting and fees
What Wesley Community Services Organization'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 ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Wesley Community Services Organization: employer contribution per participant | $939 | |
| Peer median | $1,468 |
| Wesley Community Services Organization: average balance | $14,335 | |
| Peer median | $37,786 |
| Wesley Community Services Organization: admin expenses ÷ assets | 1.50% | |
| 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 $654K at the end of plan year 2021 to $2.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 187 | $2.5M | $163K | $939 | 1.50% | Not published | Form 5500 ↗ |
| 2023 | 150 | $1.2M | $155K | $1,126 | 0.09% | Not published | Form 5500 ↗ |
| 2022 | 156 | $1M | $139K | $1,001 | 0.06% | Not published | Form 5500 ↗ |
| 2021 | 158 | $654K | $60K | $984 | 0.04% | Not published | 5500-SF ↗ |
Other Wesley Community Services Organization plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
403(b) Thrift Plan of Wesley Community Services Organization
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.
| Plan type and status | Retirement · Terminated (final filing) | Form 5500 ↗ |
Wesley Hall Retirement 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.
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Wesley Community Services Organization match 401(k) contributions?
The match terms for the 403(b) Thrift Plan of Wesley Community Services Organization have not been published from its filing yet. The plan year 2024 filing reports $163K in employer contributions, about $939 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Wesley Community Services Organization 401(k) match vested?
The vesting schedule for the 403(b) Thrift Plan of Wesley Community Services Organization is not in the data published so far. Your Summary Plan Description states it.
Who manages the Wesley Community Services Organization 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company O. The plan administrator is Wesley Community Services Organization.
I left Wesley Community Services Organization. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Wesley Community Services Organization, (513) 661-2777) or the recordkeeper, Empower Annuity Insurance Company O. The Wesley Community Services Organization old 401(k) page lists the contacts from every plan filing. Find an old Wesley Community Services Organization 401(k)
Data from the public Form 5500 annual reports Wesley Community Services Organization 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 Wesley Community Services Organization. Not financial advice. Report a correction · Methodology