Wesley Housing Development 403(b) match, vesting and fees
What Wesley Housing Development'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 | Nationwide | Schedule C ↗ |
| Independent auditor | Uhy 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 1,379 defined-contribution plans in real estate and rental and leasing with 100 to 499 participants.
| Wesley Housing Development: employer contribution per participant | $1,740 | |
| Peer median | $1,680 |
| Wesley Housing Development: average balance | $41,388 | |
| Peer median | $52,722 |
| Wesley Housing Development: admin expenses ÷ assets | 0.15% | |
| 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 $4.9M at the end of plan year 2021 to $5.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 149 | $5.6M | $235K | $1,740 | 0.15% | Not published | Form 5500 ↗ |
| 2023 | 145 | $5M | $249K | $1,959 | 0.16% | Not published | 5500-SF ↗ |
| 2022 | 145 | $4.4M | $201K | $1,720 | 0.12% | Not published | 5500-SF ↗ |
| 2021 | 106 | $4.9M | $170K | $2,149 | 0.12% | Not published | 5500-SF ↗ |
Common questions
Does Wesley Housing Development match 401(k) contributions?
The match terms for the Wesley Housing Development Corporation 403(b) Plan have not been published from its filing yet. The plan year 2024 filing reports $235K in employer contributions, about $1,740 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Wesley Housing Development 401(k) match vested?
The vesting schedule for the Wesley Housing Development Corporation 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Wesley Housing Development 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Nationwide. The plan administrator is Wesley Housing Development Corporation.
I left Wesley Housing Development. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Wesley Housing Development Corporation, (703) 642-3830) or the recordkeeper, Nationwide. The Wesley Housing Development old 401(k) page lists the contacts from every plan filing. Find an old Wesley Housing Development 401(k)
Data from the public Form 5500 annual reports Wesley Housing Development 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 Housing Development. Not financial advice. Report a correction · Methodology