The Ross School
Plan context: The Ross School Defined Contribution Retirement Plan
EIN 01-0880911 • East Hampton, NY • 51 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
111
2024 Assets
$25,720,193
2024 Contributions
$569,476
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 111 | $25,720,193 | $569,476 | $5,130iApproximate average salary by contribution assumption: employee only about $128,260 at 4% or $85,507 at 6%; with 50% employer match about $85,507 at 4% or $57,005 at 6%; with 100% employer match about $64,130 at 4% or $42,753 at 6%. |
| The Ross School Defined Contribution Retirement Plan | - | 111 | $18,462,181 | $300,746 | $2,709iApproximate average salary by contribution assumption: employee only about $67,736 at 4% or $45,157 at 6%; with 50% employer match about $45,157 at 4% or $30,105 at 6%; with 100% employer match about $33,868 at 4% or $22,579 at 6%. |
| The Ross School Tax Deferred Annuity Plan | - | 92 | $7,258,012 | $268,730 | $2,921iApproximate average salary by contribution assumption: employee only about $73,024 at 4% or $48,683 at 6%; with 50% employer match about $48,683 at 4% or $32,455 at 6%; with 100% employer match about $36,512 at 4% or $24,341 at 6%. |
| 2023 | 2 | 115 | $23,363,377 | $432,829 | $3,764iApproximate average salary by contribution assumption: employee only about $94,093 at 4% or $62,729 at 6%; with 50% employer match about $62,729 at 4% or $41,819 at 6%; with 100% employer match about $47,047 at 4% or $31,364 at 6%. |
| The Ross School Defined Contribution Retirement Plan | - | 115 | $16,851,357 | $197,528 | $1,718iApproximate average salary by contribution assumption: employee only about $42,941 at 4% or $28,627 at 6%; with 50% employer match about $28,627 at 4% or $19,085 at 6%; with 100% employer match about $21,470 at 4% or $14,314 at 6%. |
| The Ross School Tax Deferred Annuity Plan | - | 101 | $6,512,020 | $235,301 | $2,330iApproximate average salary by contribution assumption: employee only about $58,243 at 4% or $38,829 at 6%; with 50% employer match about $38,829 at 4% or $25,886 at 6%; with 100% employer match about $29,121 at 4% or $19,414 at 6%. |
| 2022 | 2 | 66 | $21,244,735 | $359,456 | $5,446iApproximate average salary by contribution assumption: employee only about $136,158 at 4% or $90,772 at 6%; with 50% employer match about $90,772 at 4% or $60,514 at 6%; with 100% employer match about $68,079 at 4% or $45,386 at 6%. |
| The Ross School Defined Contribution Retirement Plan | - | 66 | $15,333,885 | $164,938 | $2,499iApproximate average salary by contribution assumption: employee only about $62,477 at 4% or $41,651 at 6%; with 50% employer match about $41,651 at 4% or $27,767 at 6%; with 100% employer match about $31,238 at 4% or $20,826 at 6%. |
| The Ross School Tax Deferred Annuity Plan | - | 45 | $5,910,850 | $194,518 | $4,323iApproximate average salary by contribution assumption: employee only about $108,066 at 4% or $72,044 at 6%; with 50% employer match about $72,044 at 4% or $48,029 at 6%; with 100% employer match about $54,033 at 4% or $36,022 at 6%. |
| 2021 | 3 | 73 | $24,747,733 | $567,573 | $7,775iApproximate average salary by contribution assumption: employee only about $194,374 at 4% or $129,583 at 6%; with 50% employer match about $129,583 at 4% or $86,389 at 6%; with 100% employer match about $97,187 at 4% or $64,791 at 6%. |
| The Ross School Defined Contribution Retirement Plan | - | 73 | $17,961,746 | $183,903 | $2,519iApproximate average salary by contribution assumption: employee only about $62,980 at 4% or $41,987 at 6%; with 50% employer match about $41,987 at 4% or $27,991 at 6%; with 100% employer match about $31,490 at 4% or $20,993 at 6%. |
| The Ross School Tax Deferred Annuity Plan | - | 44 | $6,785,987 | $383,670 | $8,720iApproximate average salary by contribution assumption: employee only about $217,994 at 4% or $145,330 at 6%; with 50% employer match about $145,330 at 4% or $96,886 at 6%; with 100% employer match about $108,997 at 4% or $72,665 at 6%. |
| Ross School Benefits Plan | - | 0 | - | - | - |
| 2020 | 3 | 190 | $21,921,440 | $418,654 | $2,203iApproximate average salary by contribution assumption: employee only about $55,086 at 4% or $36,724 at 6%; with 50% employer match about $36,724 at 4% or $24,483 at 6%; with 100% employer match about $27,543 at 4% or $18,362 at 6%. |
| The Ross School Defined Contribution Retirement Plan | - | 73 | $16,160,978 | $223,601 | $3,063iApproximate average salary by contribution assumption: employee only about $76,576 at 4% or $51,050 at 6%; with 50% employer match about $51,050 at 4% or $34,034 at 6%; with 100% employer match about $38,288 at 4% or $25,525 at 6%. |
| The Ross School Tax Deferred Annuity Plan | - | 37 | $5,760,462 | $195,053 | $5,272iApproximate average salary by contribution assumption: employee only about $131,793 at 4% or $87,862 at 6%; with 50% employer match about $87,862 at 4% or $58,574 at 6%; with 100% employer match about $65,896 at 4% or $43,931 at 6%. |
| Ross School Benefits Plan | - | 190 | - | - | - |
| 2019 | 3 | 200 | $19,458,108 | $452,378 | $2,262iApproximate average salary by contribution assumption: employee only about $56,547 at 4% or $37,698 at 6%; with 50% employer match about $37,698 at 4% or $25,132 at 6%; with 100% employer match about $28,274 at 4% or $18,849 at 6%. |
| The Ross School Defined Contribution Retirement Plan | - | 111 | $14,453,943 | $208,284 | $1,876iApproximate average salary by contribution assumption: employee only about $46,911 at 4% or $31,274 at 6%; with 50% employer match about $31,274 at 4% or $20,849 at 6%; with 100% employer match about $23,455 at 4% or $15,637 at 6%. |
| The Ross School Tax Deferred Annuity Plan | - | 64 | $5,004,165 | $244,094 | $3,814iApproximate average salary by contribution assumption: employee only about $95,349 at 4% or $63,566 at 6%; with 50% employer match about $63,566 at 4% or $42,377 at 6%; with 100% employer match about $47,675 at 4% or $31,783 at 6%. |
| Ross School Benefits Plan | - | 200 | - | - | - |
| 2018 | 3 | 369 | $16,927,443 | $389,504 | $1,056iApproximate average salary by contribution assumption: employee only about $26,389 at 4% or $17,593 at 6%; with 50% employer match about $17,593 at 4% or $11,729 at 6%; with 100% employer match about $13,195 at 4% or $8,796 at 6%. |
| The Ross School Defined Contribution Retirement Plan | - | 112 | $12,779,152 | $227,984 | $2,036iApproximate average salary by contribution assumption: employee only about $50,889 at 4% or $33,926 at 6%; with 50% employer match about $33,926 at 4% or $22,617 at 6%; with 100% employer match about $25,445 at 4% or $16,963 at 6%. |
| The Ross School Tax Deferred Annuity Plan | - | 60 | $4,148,291 | $161,520 | $2,692iApproximate average salary by contribution assumption: employee only about $67,300 at 4% or $44,867 at 6%; with 50% employer match about $44,867 at 4% or $29,911 at 6%; with 100% employer match about $33,650 at 4% or $22,433 at 6%. |
| Ross School Benefits Plan | - | 369 | - | - | - |
| 2017 | 3 | 412 | $18,711,464 | $423,612 | $1,028iApproximate average salary by contribution assumption: employee only about $25,705 at 4% or $17,136 at 6%; with 50% employer match about $17,136 at 4% or $11,424 at 6%; with 100% employer match about $12,852 at 4% or $8,568 at 6%. |
| The Ross School Defined Contribution Retirement Plan | - | 119 | $14,086,471 | $248,513 | $2,088iApproximate average salary by contribution assumption: employee only about $52,209 at 4% or $34,806 at 6%; with 50% employer match about $34,806 at 4% or $23,204 at 6%; with 100% employer match about $26,104 at 4% or $17,403 at 6%. |
| The Ross School Tax Deferred Annuity Plan | - | 70 | $4,624,993 | $175,099 | $2,501iApproximate average salary by contribution assumption: employee only about $62,535 at 4% or $41,690 at 6%; with 50% employer match about $41,690 at 4% or $27,793 at 6%; with 100% employer match about $31,268 at 4% or $20,845 at 6%. |
| Ross School Benefits Plan | - | 412 | - | - | - |
| 2016 | 3 | 471 | $16,777,450 | $960,753 | $2,040iApproximate average salary by contribution assumption: employee only about $50,995 at 4% or $33,997 at 6%; with 50% employer match about $33,997 at 4% or $22,665 at 6%; with 100% employer match about $25,498 at 4% or $16,998 at 6%. |
| The Ross School Defined Contribution Retirement Plan | - | 132 | $12,567,108 | $681,805 | $5,165iApproximate average salary by contribution assumption: employee only about $129,130 at 4% or $86,086 at 6%; with 50% employer match about $86,086 at 4% or $57,391 at 6%; with 100% employer match about $64,565 at 4% or $43,043 at 6%. |
| The Ross School Tax Deferred Annuity Plan | - | 76 | $4,210,342 | $278,948 | $3,670iApproximate average salary by contribution assumption: employee only about $91,759 at 4% or $61,173 at 6%; with 50% employer match about $61,173 at 4% or $40,782 at 6%; with 100% employer match about $45,880 at 4% or $30,586 at 6%. |
| Ross School Benefits Plan | - | 471 | - | - | - |
| 2015 | 3 | 528 | $15,452,897 | $906,076 | $1,716iApproximate average salary by contribution assumption: employee only about $42,901 at 4% or $28,601 at 6%; with 50% employer match about $28,601 at 4% or $19,067 at 6%; with 100% employer match about $21,451 at 4% or $14,300 at 6%. |
| The Ross School Defined Contribution Retirement Plan | - | 144 | $11,550,922 | $673,756 | $4,679iApproximate average salary by contribution assumption: employee only about $116,972 at 4% or $77,981 at 6%; with 50% employer match about $77,981 at 4% or $51,987 at 6%; with 100% employer match about $58,486 at 4% or $38,991 at 6%. |
| The Ross School Tax Deferred Annuity Plan | - | 81 | $3,901,975 | $232,320 | $2,868iApproximate average salary by contribution assumption: employee only about $71,704 at 4% or $47,802 at 6%; with 50% employer match about $47,802 at 4% or $31,868 at 6%; with 100% employer match about $35,852 at 4% or $23,901 at 6%. |
| Ross School Benefits Plan | - | 528 | - | - | - |
| 2014 | 3 | 489 | $14,962,163 | $784,628 | $1,605iApproximate average salary by contribution assumption: employee only about $40,114 at 4% or $26,743 at 6%; with 50% employer match about $26,743 at 4% or $17,828 at 6%; with 100% employer match about $20,057 at 4% or $13,371 at 6%. |
| The Ross School Defined Contribution Retirement Plan | - | 165 | $11,079,754 | $622,276 | $3,771iApproximate average salary by contribution assumption: employee only about $94,284 at 4% or $62,856 at 6%; with 50% employer match about $62,856 at 4% or $41,904 at 6%; with 100% employer match about $47,142 at 4% or $31,428 at 6%. |
| The Ross School Tax Deferred Annuity Plan | - | 95 | $3,882,409 | $162,352 | $1,709iApproximate average salary by contribution assumption: employee only about $42,724 at 4% or $28,483 at 6%; with 50% employer match about $28,483 at 4% or $18,989 at 6%; with 100% employer match about $21,362 at 4% or $14,241 at 6%. |
| Ross School Benefits Plan | - | 489 | - | - | - |
| 2013 | 3 | 470 | $13,839,653 | $691,345 | $1,471iApproximate average salary by contribution assumption: employee only about $36,774 at 4% or $24,516 at 6%; with 50% employer match about $24,516 at 4% or $16,344 at 6%; with 100% employer match about $18,387 at 4% or $12,258 at 6%. |
| The Ross School Defined Contribution Retirement Plan | - | 182 | $10,079,942 | $580,444 | $3,189iApproximate average salary by contribution assumption: employee only about $79,731 at 4% or $53,154 at 6%; with 50% employer match about $53,154 at 4% or $35,436 at 6%; with 100% employer match about $39,866 at 4% or $26,577 at 6%. |
| The Ross School Tax Deferred Annuity Plan | - | 130 | $3,759,711 | $110,901 | $853iApproximate average salary by contribution assumption: employee only about $21,327 at 4% or $14,218 at 6%; with 50% employer match about $14,218 at 4% or $9,479 at 6%; with 100% employer match about $10,664 at 4% or $7,109 at 6%. |
| Ross School Benefits Plan | - | 470 | - | - | - |
| 2012 | 3 | 384 | $11,812,839 | $760,545 | $1,981iApproximate average salary by contribution assumption: employee only about $49,515 at 4% or $33,010 at 6%; with 50% employer match about $33,010 at 4% or $22,007 at 6%; with 100% employer match about $24,757 at 4% or $16,505 at 6%. |
| The Ross School Defined Contribution Retirement Plan | - | 209 | $8,530,733 | $609,558 | $2,917iApproximate average salary by contribution assumption: employee only about $72,914 at 4% or $48,609 at 6%; with 50% employer match about $48,609 at 4% or $32,406 at 6%; with 100% employer match about $36,457 at 4% or $24,305 at 6%. |
| The Ross School Tax Deferred Annuity Plan | - | 148 | $3,282,106 | $150,987 | $1,020iApproximate average salary by contribution assumption: employee only about $25,505 at 4% or $17,003 at 6%; with 50% employer match about $17,003 at 4% or $11,335 at 6%; with 100% employer match about $12,752 at 4% or $8,502 at 6%. |
| Ross School Benefits Plan | - | 384 | - | - | - |
| 2011 | 3 | 270 | $10,523,749 | $760,482 | $2,817iApproximate average salary by contribution assumption: employee only about $70,415 at 4% or $46,943 at 6%; with 50% employer match about $46,943 at 4% or $31,296 at 6%; with 100% employer match about $35,208 at 4% or $23,472 at 6%. |
| The Ross School Defined Contribution Retirement Plan | - | 248 | $7,350,541 | $604,853 | $2,439iApproximate average salary by contribution assumption: employee only about $60,973 at 4% or $40,649 at 6%; with 50% employer match about $40,649 at 4% or $27,099 at 6%; with 100% employer match about $30,487 at 4% or $20,324 at 6%. |
| The Ross School Tax Deferred Annuity Plan | - | 270 | $3,173,208 | $155,629 | $576iApproximate average salary by contribution assumption: employee only about $14,410 at 4% or $9,607 at 6%; with 50% employer match about $9,607 at 4% or $6,404 at 6%; with 100% employer match about $7,205 at 4% or $4,803 at 6%. |
| Ross School Benefits Plan | - | 232 | - | - | - |
| 2010 | 3 | 211 | $10,163,491 | $581,394 | $2,755iApproximate average salary by contribution assumption: employee only about $68,886 at 4% or $45,924 at 6%; with 50% employer match about $45,924 at 4% or $30,616 at 6%; with 100% employer match about $34,443 at 4% or $22,962 at 6%. |
| The Ross School Defined Contribution Retirement Plan | - | 199 | $6,964,668 | $362,303 | $1,821iApproximate average salary by contribution assumption: employee only about $45,515 at 4% or $30,344 at 6%; with 50% employer match about $30,344 at 4% or $20,229 at 6%; with 100% employer match about $22,758 at 4% or $15,172 at 6%. |
| The Ross School Tax Deferred Annuity Plan | - | 156 | $3,198,823 | $219,091 | $1,404iApproximate average salary by contribution assumption: employee only about $35,111 at 4% or $23,407 at 6%; with 50% employer match about $23,407 at 4% or $15,605 at 6%; with 100% employer match about $17,555 at 4% or $11,704 at 6%. |
| Ross School Benefits Plan | - | 211 | - | - | - |
| 2009 | 3 | 211 | $8,965,896 | $569,689 | $2,700iApproximate average salary by contribution assumption: employee only about $67,499 at 4% or $44,999 at 6%; with 50% employer match about $44,999 at 4% or $29,999 at 6%; with 100% employer match about $33,749 at 4% or $22,500 at 6%. |
| The Ross School Defined Contribution Retirement Plan | - | 202 | $6,230,625 | $361,424 | $1,789iApproximate average salary by contribution assumption: employee only about $44,731 at 4% or $29,820 at 6%; with 50% employer match about $29,820 at 4% or $19,880 at 6%; with 100% employer match about $22,365 at 4% or $14,910 at 6%. |
| The Ross School Tax Deferred Annuity Plan | - | 161 | $2,735,271 | $208,265 | $1,294iApproximate average salary by contribution assumption: employee only about $32,339 at 4% or $21,560 at 6%; with 50% employer match about $21,560 at 4% or $14,373 at 6%; with 100% employer match about $16,170 at 4% or $10,780 at 6%. |
| Ross School Benefits Plan | - | 211 | - | - | - |
| 2008 | 3 | 211 | $0 | $0 | - |
| Ross School Benefits Plan | - | 211 | - | - | - |
| The Ross School Defined Contribution Retirement Plan | - | 0 | - | - | - |
| The Ross School Tax Deferred Annuity Plan | - | 0 | - | - | - |
| 2007 | 3 | 193 | $0 | $0 | - |
| Ross School Benefits Plan | - | 193 | - | - | - |
| The Ross School Defined Contribution Retirement Plan | - | 0 | - | - | - |
| The Ross School Tax Deferred Annuity Plan | - | 0 | - | - | - |