Wheaton College 403(b) match, vesting and fees
What Wheaton 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 | TIAA - Teachers Insurance & Annuity | Schedule C ↗ |
| Independent auditor | Sikich Cpa LLC (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 93 defined-contribution plans in educational services with 1,000 to 4,999 participants.
| Wheaton College: employer contribution per participant | $1,973 | |
| Peer median | $2,292 |
| Wheaton College: average balance | $180,034 | |
| Peer median | $144,662 |
| Wheaton College: admin expenses ÷ assets | 0.03% | |
| Peer median | 0.08% |
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 $241M at the end of plan year 2021 to $260M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 1,992 | $260M | $2.9M | $1,973 | 0.03% | Not published | Form 5500 ↗ |
| 2024 | 2,131 | $239M | $2.7M | $1,913 | 0.02% | Not published | Form 5500 ↗ |
| 2023 | 1,816 | $228M | $2.7M | $1,884 | 0.08% | Not published | Form 5500 ↗ |
| 2022 | 1,487 | $205M | $2.7M | $1,828 | 0.08% | Not published | Form 5500 ↗ |
| 2021 | 1,486 | $241M | $2.7M | $1,871 | 0.11% | Not published | Form 5500 ↗ |
Common questions
Does Wheaton College match 401(k) contributions?
The match terms for the Wheaton College Retirement Plan have not been published from its filing yet. The plan year 2025 filing reports $2.9M in employer contributions, about $1,973 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Wheaton College 401(k) match vested?
The vesting schedule for the Wheaton College Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Wheaton College 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is TIAA - Teachers Insurance & Annuity. The plan administrator is Wheaton College.
I left Wheaton College. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Wheaton College, (630) 752-5375) or the recordkeeper, TIAA - Teachers Insurance & Annuity. The Wheaton College old 401(k) page lists the contacts from every plan filing. Find an old Wheaton College 401(k)
Data from the public Form 5500 annual reports Wheaton College filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Wheaton College. Not financial advice. Report a correction · Methodology