Holderness School
Plan context: Holderness School DC Retirement Plan
EIN 02-0147630 • 72 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
152
2024 Assets
$42,517,258
2024 Contributions
$1,797,300
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 | 4 | 152 | $42,517,258 | $1,797,300 | $11,824iApproximate average salary by contribution assumption: employee only about $295,609 at 4% or $197,072 at 6%; with 50% employer match about $197,072 at 4% or $131,382 at 6%; with 100% employer match about $147,804 at 4% or $98,536 at 6%. |
| Holderness School DC Retirement Plan | - | 152 | $42,517,258 | $1,797,300 | $11,824iApproximate average salary by contribution assumption: employee only about $295,609 at 4% or $197,072 at 6%; with 50% employer match about $197,072 at 4% or $131,382 at 6%; with 100% employer match about $147,804 at 4% or $98,536 at 6%. |
| Holderness School Health Plan | - | 106 | - | - | - |
| Holderness School Life Insurance Plan | - | 133 | - | - | - |
| Holderness School Long Term Disability Plan | - | 133 | - | - | - |
| 2023 | 3 | 138 | $38,783,007 | $1,503,566 | $10,895iApproximate average salary by contribution assumption: employee only about $272,385 at 4% or $181,590 at 6%; with 50% employer match about $181,590 at 4% or $121,060 at 6%; with 100% employer match about $136,193 at 4% or $90,795 at 6%. |
| Holderness School DC Retirement Plan | - | 138 | $38,783,007 | $1,503,566 | $10,895iApproximate average salary by contribution assumption: employee only about $272,385 at 4% or $181,590 at 6%; with 50% employer match about $181,590 at 4% or $121,060 at 6%; with 100% employer match about $136,193 at 4% or $90,795 at 6%. |
| Holderness School Life Insurance Plan | - | 129 | - | - | - |
| Holderness School Long Term Disability Plan | - | 129 | - | - | - |
| 2022 | 4 | 171 | $33,490,817 | $1,486,045 | $8,690iApproximate average salary by contribution assumption: employee only about $217,258 at 4% or $144,839 at 6%; with 50% employer match about $144,839 at 4% or $96,559 at 6%; with 100% employer match about $108,629 at 4% or $72,419 at 6%. |
| Holderness School DC Retirement Plan | - | 171 | $33,490,817 | $1,486,045 | $8,690iApproximate average salary by contribution assumption: employee only about $217,258 at 4% or $144,839 at 6%; with 50% employer match about $144,839 at 4% or $96,559 at 6%; with 100% employer match about $108,629 at 4% or $72,419 at 6%. |
| Holderness School Health Plan | - | 96 | - | - | - |
| Holderness School Life Insurance Plan | - | 125 | - | - | - |
| Holderness School Long Term Disability Plan | - | 125 | - | - | - |
| 2021 | 3 | 159 | $39,367,156 | $1,393,384 | $8,763iApproximate average salary by contribution assumption: employee only about $219,086 at 4% or $146,057 at 6%; with 50% employer match about $146,057 at 4% or $97,371 at 6%; with 100% employer match about $109,543 at 4% or $73,029 at 6%. |
| Holderness School DC Retirement Plan | - | 159 | $39,367,156 | $1,393,384 | $8,763iApproximate average salary by contribution assumption: employee only about $219,086 at 4% or $146,057 at 6%; with 50% employer match about $146,057 at 4% or $97,371 at 6%; with 100% employer match about $109,543 at 4% or $73,029 at 6%. |
| Holderness School Life Insurance Plan | - | 125 | - | - | - |
| Holderness School Long Term Disability Plan | - | 125 | - | - | - |
| 2020 | 4 | 146 | $35,215,668 | $1,280,731 | $8,772iApproximate average salary by contribution assumption: employee only about $219,303 at 4% or $146,202 at 6%; with 50% employer match about $146,202 at 4% or $97,468 at 6%; with 100% employer match about $109,652 at 4% or $73,101 at 6%. |
| Holderness School DC Retirement Plan | - | 146 | $35,215,668 | $1,280,731 | $8,772iApproximate average salary by contribution assumption: employee only about $219,303 at 4% or $146,202 at 6%; with 50% employer match about $146,202 at 4% or $97,468 at 6%; with 100% employer match about $109,652 at 4% or $73,101 at 6%. |
| Holderness School Health Plan | - | 97 | - | - | - |
| Holderness School Life Insurance Plan | - | 120 | - | - | - |
| Holderness School Long Term Disability Plan | - | 120 | - | - | - |
| 2019 | 3 | 139 | $31,559,969 | $1,399,114 | $10,066iApproximate average salary by contribution assumption: employee only about $251,639 at 4% or $167,759 at 6%; with 50% employer match about $167,759 at 4% or $111,840 at 6%; with 100% employer match about $125,820 at 4% or $83,880 at 6%. |
| Holderness School DC Retirement Plan | - | 139 | $31,559,969 | $1,399,114 | $10,066iApproximate average salary by contribution assumption: employee only about $251,639 at 4% or $167,759 at 6%; with 50% employer match about $167,759 at 4% or $111,840 at 6%; with 100% employer match about $125,820 at 4% or $83,880 at 6%. |
| Holderness School Life Insurance Plan | - | 123 | - | - | - |
| Holderness School Long Term Disability Plan | - | 123 | - | - | - |
| 2018 | 3 | 126 | $27,470,889 | $1,373,295 | $10,899iApproximate average salary by contribution assumption: employee only about $272,479 at 4% or $181,653 at 6%; with 50% employer match about $181,653 at 4% or $121,102 at 6%; with 100% employer match about $136,240 at 4% or $90,826 at 6%. |
| Holderness School DC Retirement Plan | - | 126 | $27,470,889 | $1,373,295 | $10,899iApproximate average salary by contribution assumption: employee only about $272,479 at 4% or $181,653 at 6%; with 50% employer match about $181,653 at 4% or $121,102 at 6%; with 100% employer match about $136,240 at 4% or $90,826 at 6%. |
| Holderness School Long Term Disability Plan | - | 119 | - | - | - |
| Holderness School Life Insurance Plan | - | 119 | - | - | - |
| 2017 | 3 | 127 | $29,527,035 | $1,294,406 | $10,192iApproximate average salary by contribution assumption: employee only about $254,804 at 4% or $169,870 at 6%; with 50% employer match about $169,870 at 4% or $113,246 at 6%; with 100% employer match about $127,402 at 4% or $84,935 at 6%. |
| Holderness School DC Retirement Plan | - | 127 | $29,527,035 | $1,294,406 | $10,192iApproximate average salary by contribution assumption: employee only about $254,804 at 4% or $169,870 at 6%; with 50% employer match about $169,870 at 4% or $113,246 at 6%; with 100% employer match about $127,402 at 4% or $84,935 at 6%. |
| Holderness School Life Insurance Plan | - | 126 | - | - | - |
| Holderness School Long Term Disability Plan | - | 126 | - | - | - |
| 2016 | 3 | 125 | $20,312,463 | $976,204 | $7,810iApproximate average salary by contribution assumption: employee only about $195,241 at 4% or $130,161 at 6%; with 50% employer match about $130,161 at 4% or $86,774 at 6%; with 100% employer match about $97,620 at 4% or $65,080 at 6%. |
| Holderness School DC Retirement Plan | - | 125 | $20,312,463 | $976,204 | $7,810iApproximate average salary by contribution assumption: employee only about $195,241 at 4% or $130,161 at 6%; with 50% employer match about $130,161 at 4% or $86,774 at 6%; with 100% employer match about $97,620 at 4% or $65,080 at 6%. |
| Holderness School Life Insurance Plan | - | 120 | - | - | - |
| Holderness School Long Term Disability Plan | - | 120 | - | - | - |
| 2015 | 3 | 120 | $19,555,847 | $994,837 | $8,290iApproximate average salary by contribution assumption: employee only about $207,258 at 4% or $138,172 at 6%; with 50% employer match about $138,172 at 4% or $92,115 at 6%; with 100% employer match about $103,629 at 4% or $69,086 at 6%. |
| Holderness School DC Retirement Plan | - | 118 | $19,555,847 | $994,837 | $8,431iApproximate average salary by contribution assumption: employee only about $210,771 at 4% or $140,514 at 6%; with 50% employer match about $140,514 at 4% or $93,676 at 6%; with 100% employer match about $105,385 at 4% or $70,257 at 6%. |
| Holderness School Life Insurance Plan | - | 120 | - | - | - |
| Holderness School Long Term Disability Plan | - | 120 | - | - | - |
| 2014 | 5 | 118 | $19,111,610 | $1,168,782 | $9,905iApproximate average salary by contribution assumption: employee only about $247,623 at 4% or $165,082 at 6%; with 50% employer match about $165,082 at 4% or $110,055 at 6%; with 100% employer match about $123,812 at 4% or $82,541 at 6%. |
| Holderness School DC Retirement Plan | - | 118 | $19,111,610 | $1,168,782 | $9,905iApproximate average salary by contribution assumption: employee only about $247,623 at 4% or $165,082 at 6%; with 50% employer match about $165,082 at 4% or $110,055 at 6%; with 100% employer match about $123,812 at 4% or $82,541 at 6%. |
| Holderness School Long Term Disability Plan | - | 112 | - | - | - |
| Holderness School Life Insurance Plan | - | 111 | - | - | - |
| HOLDERNESS SCHOOL DENTAL PLAN | - | 38 | - | - | - |
| Holderness School Health Plan | - | 86 | - | - | - |
| 2013 | 5 | 187 | $18,382,907 | $919,373 | $4,916iApproximate average salary by contribution assumption: employee only about $122,911 at 4% or $81,941 at 6%; with 50% employer match about $81,941 at 4% or $54,627 at 6%; with 100% employer match about $61,455 at 4% or $40,970 at 6%. |
| Holderness School DC Retirement Plan | - | 187 | $18,382,907 | $919,373 | $4,916iApproximate average salary by contribution assumption: employee only about $122,911 at 4% or $81,941 at 6%; with 50% employer match about $81,941 at 4% or $54,627 at 6%; with 100% employer match about $61,455 at 4% or $40,970 at 6%. |
| HOLDERNESS SCHOOL DENTAL PLAN | - | 72 | - | - | - |
| Holderness School Long Term Disability Plan | - | 105 | - | - | - |
| Holderness School Health Plan | - | 103 | - | - | - |
| Holderness School Life Insurance Plan | - | 105 | - | - | - |
| 2012 | 5 | 201 | $15,569,559 | $877,916 | $4,368iApproximate average salary by contribution assumption: employee only about $109,194 at 4% or $72,796 at 6%; with 50% employer match about $72,796 at 4% or $48,530 at 6%; with 100% employer match about $54,597 at 4% or $36,398 at 6%. |
| Holderness School DC Retirement Plan | - | 201 | $15,569,559 | $877,916 | $4,368iApproximate average salary by contribution assumption: employee only about $109,194 at 4% or $72,796 at 6%; with 50% employer match about $72,796 at 4% or $48,530 at 6%; with 100% employer match about $54,597 at 4% or $36,398 at 6%. |
| Holderness School Health Plan | - | 107 | - | - | - |
| HOLDERNESS SCHOOL DENTAL PLAN | - | 107 | - | - | - |
| Holderness School Life Insurance Plan | - | 107 | - | - | - |
| Holderness School Long Term Disability Plan | - | 107 | - | - | - |
| 2011 | 5 | 228 | $14,425,254 | $853,790 | $3,745iApproximate average salary by contribution assumption: employee only about $93,617 at 4% or $62,412 at 6%; with 50% employer match about $62,412 at 4% or $41,608 at 6%; with 100% employer match about $46,809 at 4% or $31,206 at 6%. |
| Holderness School DC Retirement Plan | - | 228 | $14,425,254 | $853,790 | $3,745iApproximate average salary by contribution assumption: employee only about $93,617 at 4% or $62,412 at 6%; with 50% employer match about $62,412 at 4% or $41,608 at 6%; with 100% employer match about $46,809 at 4% or $31,206 at 6%. |
| Holderness School Health Plan | - | 110 | - | - | - |
| HOLDERNESS SCHOOL DENTAL PLAN | - | 110 | - | - | - |
| Holderness School Life Insurance Plan | - | 110 | - | - | - |
| Holderness School Long Term Disability Plan | - | 110 | - | - | - |
| 2010 | 5 | 235 | $14,383,031 | $762,587 | $3,245iApproximate average salary by contribution assumption: employee only about $81,126 at 4% or $54,084 at 6%; with 50% employer match about $54,084 at 4% or $36,056 at 6%; with 100% employer match about $40,563 at 4% or $27,042 at 6%. |
| Holderness School DC Retirement Plan | - | 235 | $14,383,031 | $762,587 | $3,245iApproximate average salary by contribution assumption: employee only about $81,126 at 4% or $54,084 at 6%; with 50% employer match about $54,084 at 4% or $36,056 at 6%; with 100% employer match about $40,563 at 4% or $27,042 at 6%. |
| Holderness School Health Plan | - | 109 | - | - | - |
| HOLDERNESS SCHOOL DENTAL PLAN | - | 109 | - | - | - |
| Holderness School Life Insurance Plan | - | 109 | - | - | - |
| Holderness School Long Term Disability Plan | - | 109 | - | - | - |
| 2009 | 5 | 239 | $12,871,497 | $775,661 | $3,245iApproximate average salary by contribution assumption: employee only about $81,136 at 4% or $54,091 at 6%; with 50% employer match about $54,091 at 4% or $36,060 at 6%; with 100% employer match about $40,568 at 4% or $27,045 at 6%. |
| Holderness School DC Retirement Plan | - | 239 | $12,871,497 | $775,661 | $3,245iApproximate average salary by contribution assumption: employee only about $81,136 at 4% or $54,091 at 6%; with 50% employer match about $54,091 at 4% or $36,060 at 6%; with 100% employer match about $40,568 at 4% or $27,045 at 6%. |
| Holderness School Health Plan | - | 110 | - | - | - |
| HOLDERNESS SCHOOL DENTAL PLAN | - | 110 | - | - | - |
| Holderness School Life Insurance Plan | - | 110 | - | - | - |
| Holderness School Long Term Disability Plan | - | 110 | - | - | - |
| 2008 | 1 | 0 | $0 | $0 | - |
| Holderness School DC Retirement Plan | - | 0 | - | - | - |
| 2007 | 1 | 0 | $0 | $0 | - |
| Holderness School DC Retirement Plan | - | 0 | - | - | - |
| 2006 | 1 | 0 | $0 | $0 | - |
| Holderness School DC Retirement Plan | - | 0 | - | - | - |
| 2005 | 1 | 0 | $0 | $0 | - |
| Holderness School DC Retirement Plan | - | 0 | - | - | - |
| 2004 | 1 | 0 | $0 | $0 | - |
| Holderness School DC Retirement Plan | - | 0 | - | - | - |
| 2003 | 1 | 0 | $0 | $0 | - |
| Holderness School DC Retirement Plan | - | 0 | - | - | - |
| 2002 | 1 | 0 | $0 | $0 | - |
| Holderness School DC Retirement Plan | - | 0 | - | - | - |
| 2001 | 1 | 0 | $0 | $0 | - |
| Holderness School DC Retirement Plan | - | 0 | - | - | - |
| 2000 | 1 | 0 | $0 | $0 | - |
| Holderness School DC Retirement Plan | - | 0 | - | - | - |