Fordham University retirement plans

Fordham University, Bronx, NY. EIN 13-1740451. Annual reports 2009–2024.

Fordham University has one active retirement plan on file, the Fordham University Retirement Plan, with 6,569 participants and $1.7 billion in assets in 2024. Fidelity has been its recordkeeper since 2009. No traditional pension plan appears in Fordham University's filings since 2009.

Active plans: 1
Participants: 6,569
Plan assets: $1.7 billion
401(k) recordkeeper: Fidelity
Plans on file: 5
Industry: Education

All 5 plans

Active plans first

Fordham University Retirement Plan

403(b)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 13-1740451
Participants (2024): 6,569
Net assets (2024): $1.7 billion
Recordkeeper: Fidelity2009–2024
Plan administrator: Fordham University
441 East Fordham Road - FMH 512
Bronx, NY 10458
(718) 817-4950As filed for 2024
In effect since: March 31, 1965

Plans merged into this one: Fordham University Maintenance Retirement Plan (2011); Fordham University Plan 003 Annuity (Tda) Plan (2017); Fordham University Clerical Retirement Plan (2011).

Earlier plan names: Fordham University Faculty and Administrative Retirement Plan; Fordham University Plan Faculty and Administrative Retirement Plan; Fordham University Retirement Plan F/K/A Fordham University Faculty and Administrative Retirement Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	6,569	$1.7 billion	Fidelity
2022	5,869	$1.3 billion	Fidelity
2020	5,648	$1.4 billion	Fidelity
2019	5,674	$1.3 billion	Fidelity
2018	6,673	$1.1 billion	Fidelity
2017	6,643	$1.1 billion	Fidelity
2016	4,468	$721 million	Fidelity
2015	4,495	$675 million	Fidelity
2014	4,373	$668 million	Fidelity
2013	4,532	$628 million	Fidelity
2012	6,572	$541 million	Fidelity
2011	3,314	$488 million	Fidelity
2010	2,606	$464 million	Fidelity
2009	4,172	$419 million	Fidelity

Fordham University Plan 003 Annuity (Tda) Plan

403(b)Merged

Merged. In 2017 its assets moved to the Fordham University Retirement Plan, sponsored by Fordham University (EIN 13-1740451, plan 001). Accounts moved with them, so that plan is the one to contact.

Plan number: 003Employer EIN 13-1740451
Participants (2016): 3,634
Net assets (2016): $258 million
Recordkeeper: Fidelity2009–2017
Plan administrator: Fordham University
441 East Fordham Road - FMH 512
Bronx, NY 10458
(718) 817-4975As filed for 2017
In effect since: January 1, 1978

Plans merged into this one: Fordham University Clerical and Maintenance Tax-Deferred Annuity Plan (2011).

Earlier plan names: Fordham University Faculty and Administrative(tda) Tax Deferred Annuity Plan; Fordham University Faculty and Administrative Tax Deferred Annuity Plan; Fordham University Tax Deferred Annuity (Tda) Plan F/K/A Fordham University Faculty & Administrative Tax Deferred Annuity Plan; Fordham University Tax Deferred Annuity (Tda) Plan.

Year by year, 2009 to 2017

Plan year	Participants	Net assets	Recordkeeper
2017	0	$0	Fidelity
2016	3,634	$258 million	Fidelity
2015	3,565	$234 million	Fidelity
2014	3,471	$230 million	Fidelity
2013	5,639	$215 million	Fidelity
2012	4,276	$184 million	Fidelity
2011	3,519	$165 million	Fidelity
2010	3,152	$145 million	Fidelity
2009	4,293	$128 million	Fidelity

Fordham University Maintenance Retirement Plan

403(b)Merged

Merged. In 2011 its assets moved to the Fordham Univ. Faculty & Admin. Retirement Plan, sponsored by Fordham University (EIN 13-1740451, plan 001). Accounts moved with them, so that plan is the one to contact.

Plan number: 009Employer EIN 13-1740451
Participants (2010): 274
Net assets (2010): $7.6 million
Recordkeeper: Fidelity2009–2011
Plan administrator: Fordham University
441 East Fordham Road - FMH 506
Bronx, NY 10458
(718) 817-4970As filed for 2011
In effect since: July 1, 1979

Year by year, 2009 to 2011

Plan year	Participants	Net assets	Recordkeeper
2011	0	n/a	Fidelity
2010	274	$7.6 million	Fidelity
2009	259	$6.7 million	Fidelity

Fordham University Clerical and Maintenance Tax-Deferred Annuity Plan

403(b)Merged

Merged. In 2011 its assets moved to the Fordham Univ. Faculty & Administrative Tax Def. Annuity, sponsored by Fordham University (EIN 13-1740451, plan 003). Accounts moved with them, so that plan is the one to contact.

Plan number: 007Employer EIN 13-1740451
Participants (2010): 653
Net assets (2010): $16.9 million
Recordkeeper: Fidelity2010–2011
Plan administrator: Fordham University
441 East Fordham Road - FMH 506
Bronx, NY 10458
(718) 817-4970As filed for 2011
In effect since: July 1, 1979

Year by year, 2009 to 2011

Plan year	Participants	Net assets	Recordkeeper
2011	0	n/a	Fidelity
2010	653	$16.9 million	Fidelity
2009	808	$15.6 million	not listed

Fordham University Clerical Retirement Plan

403(b)Merged

Merged. In 2011 its assets moved to the Fordham Univ. Faculty & Admin. & Retirement Plan, sponsored by Fordham University (EIN 13-1740451, plan 001). Accounts moved with them, so that plan is the one to contact.

Plan number: 010Employer EIN 13-1740451
Participants (2010): 518
Net assets (2010): $10.9 million
Recordkeeper: Fidelity2009–2011
Plan administrator: Fordham University
441 East Fordham Road - FMH 506
Bronx, NY 10458
(718) 817-4970As filed for 2011
In effect since: July 1, 2006

Year by year, 2009 to 2011

Plan year	Participants	Net assets	Recordkeeper
2011	0	n/a	Fidelity
2010	518	$10.9 million	Fidelity
2009	773	$10.2 million	Fidelity

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Fordham University Retirement Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((718) 817-4950). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 5 plans

Fordham University Retirement Plan

Fordham University Plan 003 Annuity (Tda) Plan

Fordham University Maintenance Retirement Plan

Fordham University Clerical and Maintenance Tax-Deferred Annuity Plan

Fordham University Clerical Retirement Plan

If you had money in one of these plans

What these numbers are

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