Yeshiva University 403(b) match, vesting and fees
What Yeshiva University'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 Investments Institutional | Schedule C ↗ |
| Independent auditor | Crowe Horwath 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 441 defined-contribution plans in educational services with 1,000 to 4,999 participants.
| Yeshiva University: employer contribution per participant | $1,548 | |
| Peer median | $2,130 |
| Yeshiva University: average balance | $247,918 | |
| Peer median | $126,258 |
| Yeshiva University: 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 $754M at the end of plan year 2021 to $734M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 4,001 | $734M | $4.6M | $1,548 | 0.05% | Not published | Form 5500 ↗ |
| 2023 | 4,035 | $684M | $4.4M | $1,596 | 0.04% | Not published | Form 5500 ↗ |
| 2022 | 3,941 | $624M | $3.4M | $1,220 | 0.03% | Not published | Form 5500 ↗ |
| 2021 | 3,928 | $754M | $3.4M | $1,151 | 0.03% | Not published | Form 5500 ↗ |
Other Yeshiva University plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Yeshiva University After-Tax Annuity 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.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Crowe Horwath LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
Common questions
Does Yeshiva University match 401(k) contributions?
The match terms for the Yeshiva University Retirement Income Plan (Basic Plan) have not been published from its filing yet. The plan year 2024 filing reports $4.6M in employer contributions, about $1,548 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Yeshiva University 401(k) match vested?
The vesting schedule for the Yeshiva University Retirement Income Plan (Basic Plan) is not in the data published so far. Your Summary Plan Description states it.
Who manages the Yeshiva University 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Yeshiva University Retirement Plan Committee.
I left Yeshiva University. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Yeshiva University Retirement Plan Committee, (646) 592-4337) or the recordkeeper, Fidelity Investments Institutional. The Yeshiva University old 401(k) page lists the contacts from every plan filing. Find an old Yeshiva University 401(k)
Data from the public Form 5500 annual reports Yeshiva University 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 Yeshiva University. Not financial advice. Report a correction · Methodology