YWCA Retirement Fund retirement plan: assets, participants and fees
What YWCA Retirement Fund's retirement plan 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 | Computer Design & Integration LLC | Schedule C ↗ |
| Independent auditor | Withumsmith+brown, PC (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 62 pension plans in finance and insurance with 10,000 to 49,999 participants.
| YWCA Retirement Fund: employer contribution per participant | $1,291 | |
| Peer median | $1,825 |
| YWCA Retirement Fund: average balance | $35,367 | |
| Peer median | $85,703 |
| YWCA Retirement Fund: admin expenses ÷ assets | 2.16% | |
| Peer median | 0.37% |
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 $402M at the end of plan year 2021 to $400M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 11,316 | $400M | $14.6M | $1,291 | 2.16% | Not published | Form 5500 ↗ |
| 2023 | 10,994 | $379M | $13.3M | $1,205 | 2.24% | Not published | Form 5500 ↗ |
| 2022 | 11,153 | $362M | $12.7M | $1,142 | 2.09% | Not published | Form 5500 ↗ |
| 2021 | 11,358 | $402M | $11.5M | $1,011 | 1.94% | Not published | Form 5500 ↗ |
Common questions
Does YWCA Retirement Fund match 401(k) contributions?
The match terms for the Ywca Retirement Fund, Inc. have not been published from its filing yet. The plan year 2024 filing reports $14.6M in employer contributions, about $1,291 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the YWCA Retirement Fund 401(k) match vested?
The vesting schedule for the Ywca Retirement Fund, Inc. is not in the data published so far. Your Summary Plan Description states it.
Who manages the YWCA Retirement Fund 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Computer Design & Integration LLC. The plan administrator is Board of Trustees Ywca Retirement Fund, Inc..
I left YWCA Retirement Fund. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Board of Trustees Ywca Retirement Fund, Inc., (212) 922-9500) or the recordkeeper, Computer Design & Integration LLC. The YWCA Retirement Fund old 401(k) page lists the contacts from every plan filing. Find an old YWCA Retirement Fund 401(k)
Data from the public Form 5500 annual reports YWCA Retirement Fund 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 YWCA Retirement Fund. Not financial advice. Report a correction · Methodology