Woodward Academy 403(b) match, vesting and fees
What Woodward Academy'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 | Schedule C ↗ |
| Independent auditor | Smith & Howard (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 456 defined-contribution plans in educational services with 500 to 999 participants.
| Woodward Academy: employer contribution per participant | $2,518 | |
| Peer median | $1,855 |
| Woodward Academy: average balance | $149,454 | |
| Peer median | $100,069 |
| Woodward Academy: admin expenses ÷ assets | 0.14% | |
| Peer median | 0.11% |
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 $126M at the end of plan year 2021 to $134M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,050 | $134M | $2.3M | $2,518 | 0.14% | Not published | Form 5500 ↗ |
| 2023 | 1,032 | $121M | $2.1M | $2,047 | 0.24% | Not published | Form 5500 ↗ |
| 2022 | 1,021 | $106M | $2M | $2,011 | 0.14% | Not published | Form 5500 ↗ |
| 2021 | 1,040 | $126M | $2.3M | $2,271 | 0.14% | Not published | Form 5500 ↗ |
Common questions
Does Woodward Academy match 401(k) contributions?
The match terms for the Woodward Academy Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $2.3M in employer contributions, about $2,518 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Woodward Academy 401(k) match vested?
The vesting schedule for the Woodward Academy Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Woodward Academy 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is TIAA. The plan administrator is Woodward Academy, Inc..
I left Woodward Academy. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Woodward Academy, Inc., (404) 765-4000) or the recordkeeper, TIAA. The Woodward Academy old 401(k) page lists the contacts from every plan filing. Find an old Woodward Academy 401(k)
Data from the public Form 5500 annual reports Woodward Academy 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 Woodward Academy. Not financial advice. Report a correction · Methodology