Zoological Society of Philadelphia 401(k) match, vesting and fees
What Zoological Society of Philadelphia's 401(k) 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 | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Grant Thornton LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 908 defined-contribution plans in arts, entertainment, and recreation with 100 to 499 participants.
| Zoological Society of Philadelphia: employer contribution per participant | $2,019 | |
| Peer median | $1,540 |
| Zoological Society of Philadelphia: average balance | $103,806 | |
| Peer median | $48,682 |
| Zoological Society of Philadelphia: admin expenses ÷ assets | 0.01% | |
| Peer median | 0.36% |
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 $25.7M at the end of plan year 2021 to $29.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 290 | $29.9M | $581K | $2,019 | 0.01% | Not published | Form 5500 ↗ |
| 2023 | 290 | $25.2M | $551K | $1,934 | <0.01% | Not published | Form 5500 ↗ |
| 2022 | 276 | $21M | $464K | $1,711 | <0.01% | Not published | Form 5500 ↗ |
| 2021 | 251 | $25.7M | $461K | $1,850 | <0.01% | Not published | Form 5500 ↗ |
Other Zoological Society of Philadelphia plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Zoological Society of Philadelphia Retirement 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 | Vanguard Advisor Inc. | Schedule C ↗ |
| Independent auditor | Grant Thornton LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Zoological Society of Philadelphia match 401(k) contributions?
The match terms for the The Philadelphia Zoo 401k Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $581K in employer contributions, about $2,019 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Zoological Society of Philadelphia 401(k) match vested?
The vesting schedule for the The Philadelphia Zoo 401k Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Zoological Society of Philadelphia 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The Vanguard Group, Inc.. The plan administrator is Zoological Society of Philadelphia.
I left Zoological Society of Philadelphia. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Zoological Society of Philadelphia, (215) 243-5277) or the recordkeeper, The Vanguard Group, Inc.. The Zoological Society of Philadelphia old 401(k) page lists the contacts from every plan filing. Find an old Zoological Society of Philadelphia 401(k)
Data from the public Form 5500 annual reports Zoological Society of Philadelphia 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 Zoological Society of Philadelphia. Not financial advice. Report a correction · Methodology