UNIVERSITY ENTERPRISE SERVICES, INC.
Plan context: UESI 403(B) PLAN
EIN 81-2287799 • Amherst, MA • 9 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
12
2025 Assets
$529,993
2025 Contributions
$64,418
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 12 | $529,993 | $64,418 | $5,368iApproximate average salary by contribution assumption: employee only about $134,204 at 4% or $89,469 at 6%; with 50% employer match about $89,469 at 4% or $59,646 at 6%; with 100% employer match about $67,102 at 4% or $44,735 at 6%. |
| UESI 403(B) PLAN | - | 12 | $529,993 | $64,418 | $5,368iApproximate average salary by contribution assumption: employee only about $134,204 at 4% or $89,469 at 6%; with 50% employer match about $89,469 at 4% or $59,646 at 6%; with 100% employer match about $67,102 at 4% or $44,735 at 6%. |
| 2024 | 1 | 11 | $405,699 | $57,163 | $5,197iApproximate average salary by contribution assumption: employee only about $129,916 at 4% or $86,611 at 6%; with 50% employer match about $86,611 at 4% or $57,740 at 6%; with 100% employer match about $64,958 at 4% or $43,305 at 6%. |
| UESI 403(B) PLAN | - | 11 | $405,699 | $57,163 | $5,197iApproximate average salary by contribution assumption: employee only about $129,916 at 4% or $86,611 at 6%; with 50% employer match about $86,611 at 4% or $57,740 at 6%; with 100% employer match about $64,958 at 4% or $43,305 at 6%. |
| 2023 | 1 | 11 | $312,037 | $49,577 | $4,507iApproximate average salary by contribution assumption: employee only about $112,675 at 4% or $75,117 at 6%; with 50% employer match about $75,117 at 4% or $50,078 at 6%; with 100% employer match about $56,338 at 4% or $37,558 at 6%. |
| UESI 403(B) PLAN | - | 11 | $312,037 | $49,577 | $4,507iApproximate average salary by contribution assumption: employee only about $112,675 at 4% or $75,117 at 6%; with 50% employer match about $75,117 at 4% or $50,078 at 6%; with 100% employer match about $56,338 at 4% or $37,558 at 6%. |
| 2022 | 1 | 10 | $219,280 | $51,105 | $5,111iApproximate average salary by contribution assumption: employee only about $127,763 at 4% or $85,175 at 6%; with 50% employer match about $85,175 at 4% or $56,783 at 6%; with 100% employer match about $63,881 at 4% or $42,588 at 6%. |
| UESI 403(B) PLAN | - | 10 | $219,280 | $51,105 | $5,111iApproximate average salary by contribution assumption: employee only about $127,763 at 4% or $85,175 at 6%; with 50% employer match about $85,175 at 4% or $56,783 at 6%; with 100% employer match about $63,881 at 4% or $42,588 at 6%. |
| 2021 | 1 | 10 | $207,448 | $44,582 | $4,458iApproximate average salary by contribution assumption: employee only about $111,455 at 4% or $74,303 at 6%; with 50% employer match about $74,303 at 4% or $49,536 at 6%; with 100% employer match about $55,728 at 4% or $37,152 at 6%. |
| UESI 403(B) PLAN | - | 10 | $207,448 | $44,582 | $4,458iApproximate average salary by contribution assumption: employee only about $111,455 at 4% or $74,303 at 6%; with 50% employer match about $74,303 at 4% or $49,536 at 6%; with 100% employer match about $55,728 at 4% or $37,152 at 6%. |
| 2020 | 1 | 8 | $220,724 | $53,152 | $6,644iApproximate average salary by contribution assumption: employee only about $166,100 at 4% or $110,733 at 6%; with 50% employer match about $110,733 at 4% or $73,822 at 6%; with 100% employer match about $83,050 at 4% or $55,367 at 6%. |
| UESI 403(B) PLAN | - | 8 | $220,724 | $53,152 | $6,644iApproximate average salary by contribution assumption: employee only about $166,100 at 4% or $110,733 at 6%; with 50% employer match about $110,733 at 4% or $73,822 at 6%; with 100% employer match about $83,050 at 4% or $55,367 at 6%. |
| 2019 | 1 | 10 | $149,097 | $55,611 | $5,561iApproximate average salary by contribution assumption: employee only about $139,028 at 4% or $92,685 at 6%; with 50% employer match about $92,685 at 4% or $61,790 at 6%; with 100% employer match about $69,514 at 4% or $46,343 at 6%. |
| UESI 403(B) PLAN | - | 10 | $149,097 | $55,611 | $5,561iApproximate average salary by contribution assumption: employee only about $139,028 at 4% or $92,685 at 6%; with 50% employer match about $92,685 at 4% or $61,790 at 6%; with 100% employer match about $69,514 at 4% or $46,343 at 6%. |
| 2018 | 1 | 7 | $73,980 | $47,960 | $6,851iApproximate average salary by contribution assumption: employee only about $171,286 at 4% or $114,190 at 6%; with 50% employer match about $114,190 at 4% or $76,127 at 6%; with 100% employer match about $85,643 at 4% or $57,095 at 6%. |
| UESI 403(B) PLAN | - | 7 | $73,980 | $47,960 | $6,851iApproximate average salary by contribution assumption: employee only about $171,286 at 4% or $114,190 at 6%; with 50% employer match about $114,190 at 4% or $76,127 at 6%; with 100% employer match about $85,643 at 4% or $57,095 at 6%. |
| 2017 | 1 | 7 | $31,331 | $29,642 | $4,235iApproximate average salary by contribution assumption: employee only about $105,864 at 4% or $70,576 at 6%; with 50% employer match about $70,576 at 4% or $47,051 at 6%; with 100% employer match about $52,932 at 4% or $35,288 at 6%. |
| UESI 403(B) PLAN | - | 7 | $31,331 | $29,642 | $4,235iApproximate average salary by contribution assumption: employee only about $105,864 at 4% or $70,576 at 6%; with 50% employer match about $70,576 at 4% or $47,051 at 6%; with 100% employer match about $52,932 at 4% or $35,288 at 6%. |