Civic Intelligence

Phillips Exeter Academy

Plan context: Phillips Exeter Academy Retirement Plan

EIN 02-0222174 • Exeter, NH • 167 filings • 24 plans

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20 Main StreetExeter, NH 03833-2438
Current Snapshot

Latest Year

2025

2025 Participants

980

2025 Assets

$1,379,390

2025 Contributions

$12,118,798

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$251,443,121$125,721,561$0199920132025YearValue
$1,379,390Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1,0585290199920122024YearValue
980Latest year 2024

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202510$1,379,390$0-
Phillips Exeter Academy Retirement Plan-0$1,379,390--
20244980$243,543,389$12,118,798$12,366iApproximate average salary by contribution assumption: employee only about $309,153 at 4% or $206,102 at 6%; with 50% employer match about $206,102 at 4% or $137,401 at 6%; with 100% employer match about $154,577 at 4% or $103,051 at 6%.
Phillips Exeter Academy Tiaa-Cref Deferred Annuity Retirement Plan for Faculty & Staff-980$242,218,438$12,118,798$12,366iApproximate average salary by contribution assumption: employee only about $309,153 at 4% or $206,102 at 6%; with 50% employer match about $206,102 at 4% or $137,401 at 6%; with 100% employer match about $154,577 at 4% or $103,051 at 6%.
Phillips Exeter Academy Retirement Plan-0$1,324,951--
Phillips Exeter Academy Retiree Health Care Plan-0---
Phillips Exeter Academy Group Dental Plan-583---
20234891$221,858,816$11,182,699$12,551iApproximate average salary by contribution assumption: employee only about $313,768 at 4% or $209,179 at 6%; with 50% employer match about $209,179 at 4% or $139,453 at 6%; with 100% employer match about $156,884 at 4% or $104,589 at 6%.
Phillips Exeter Academy Tiaa-Cref Deferred Annuity Retirement Plan for Faculty & Staff-891$220,590,595$11,182,699$12,551iApproximate average salary by contribution assumption: employee only about $313,768 at 4% or $209,179 at 6%; with 50% employer match about $209,179 at 4% or $139,453 at 6%; with 100% employer match about $156,884 at 4% or $104,589 at 6%.
Phillips Exeter Academy Retirement Plan-0$1,268,221--
Phillips Exeter Academy Retiree Health Care Plan-119---
Phillips Exeter Academy Group Dental Plan-573---
20224868$201,140,443$9,850,556$11,349iApproximate average salary by contribution assumption: employee only about $283,714 at 4% or $189,143 at 6%; with 50% employer match about $189,143 at 4% or $126,095 at 6%; with 100% employer match about $141,857 at 4% or $94,571 at 6%.
Phillips Exeter Academy Tiaa-Cref Deferred Annuity Retirement Plan for Faculty & Staff-868$199,872,858$9,850,556$11,349iApproximate average salary by contribution assumption: employee only about $283,714 at 4% or $189,143 at 6%; with 50% employer match about $189,143 at 4% or $126,095 at 6%; with 100% employer match about $141,857 at 4% or $94,571 at 6%.
Phillips Exeter Academy Retirement Plan-0$1,267,585--
Phillips Exeter Academy Retiree Health Care Plan-123---
Phillips Exeter Academy Group Dental Plan-568---
20214870$251,443,121$10,124,996$11,638iApproximate average salary by contribution assumption: employee only about $290,948 at 4% or $193,965 at 6%; with 50% employer match about $193,965 at 4% or $129,310 at 6%; with 100% employer match about $145,474 at 4% or $96,983 at 6%.
Phillips Exeter Academy Tiaa-Cref Deferred Annuity Retirement Plan for Faculty & Staff-870$243,742,160$10,124,996$11,638iApproximate average salary by contribution assumption: employee only about $290,948 at 4% or $193,965 at 6%; with 50% employer match about $193,965 at 4% or $129,310 at 6%; with 100% employer match about $145,474 at 4% or $96,983 at 6%.
Phillips Exeter Academy Retirement Plan-0$7,700,961--
Phillips Exeter Academy Retiree Health Care Plan-131---
Phillips Exeter Academy Group Dental Plan-559---
20205862$226,504,499$9,612,211$11,151iApproximate average salary by contribution assumption: employee only about $278,776 at 4% or $185,851 at 6%; with 50% employer match about $185,851 at 4% or $123,901 at 6%; with 100% employer match about $139,388 at 4% or $92,925 at 6%.
Phillips Exeter Academy Tiaa-Cref Deferred Annuity Retirement Plan for Faculty & Staff-862$218,025,313$9,612,211$11,151iApproximate average salary by contribution assumption: employee only about $278,776 at 4% or $185,851 at 6%; with 50% employer match about $185,851 at 4% or $123,901 at 6%; with 100% employer match about $139,388 at 4% or $92,925 at 6%.
Phillips Exeter Academy Retirement Plan-0$8,479,186--
Phillips Exeter Academy Group Health Insurance Plan-0---
Phillips Exeter Academy Retiree Health Care Plan-135---
Phillips Exeter Academy Group Dental Plan-549---
20196888$206,788,046$9,836,992$11,078iApproximate average salary by contribution assumption: employee only about $276,942 at 4% or $184,628 at 6%; with 50% employer match about $184,628 at 4% or $123,085 at 6%; with 100% employer match about $138,471 at 4% or $92,314 at 6%.
Phillips Exeter Academy Tiaa-Cref Deferred Annuity Retirement Plan for Faculty & Staff-888$198,444,756$9,836,992$11,078iApproximate average salary by contribution assumption: employee only about $276,942 at 4% or $184,628 at 6%; with 50% employer match about $184,628 at 4% or $123,085 at 6%; with 100% employer match about $138,471 at 4% or $92,314 at 6%.
Phillips Exeter Academy Retirement Plan-0$8,343,290--
Phillips Exeter Academy Group Insurance Plan-0---
Phillips Exeter Academy Group Health Insurance Plan-509---
Phillips Exeter Academy Group Life and Ad&D Plan-0---
Phillips Exeter Academy Retiree Health Care Plan-141---
20186867$178,727,066$9,305,515$10,733iApproximate average salary by contribution assumption: employee only about $268,325 at 4% or $178,883 at 6%; with 50% employer match about $178,883 at 4% or $119,256 at 6%; with 100% employer match about $134,163 at 4% or $89,442 at 6%.
Phillips Exeter Academy Tiaa-Cref Deferred Annuity Retirement Plan for Faculty & Staff-867$170,835,757$9,305,515$10,733iApproximate average salary by contribution assumption: employee only about $268,325 at 4% or $178,883 at 6%; with 50% employer match about $178,883 at 4% or $119,256 at 6%; with 100% employer match about $134,163 at 4% or $89,442 at 6%.
Phillips Exeter Academy Retirement Plan-0$7,891,309--
Phillips Exeter Academy Group Health Insurance Plan-514---
Phillips Exeter Academy Group Life and Ad&D Plan-562---
Phillips Exeter Academy Group Insurance Plan-562---
Phillips Exeter Academy Retiree Health Care Plan-----
20176835$187,960,536$10,812,948$12,950iApproximate average salary by contribution assumption: employee only about $323,741 at 4% or $215,827 at 6%; with 50% employer match about $215,827 at 4% or $143,885 at 6%; with 100% employer match about $161,870 at 4% or $107,914 at 6%.
Phillips Exeter Academy Tiaa-Cref Deferred Annuity Retirement Plan for Faculty & Staff-835$178,922,339$10,812,948$12,950iApproximate average salary by contribution assumption: employee only about $323,741 at 4% or $215,827 at 6%; with 50% employer match about $215,827 at 4% or $143,885 at 6%; with 100% employer match about $161,870 at 4% or $107,914 at 6%.
Phillips Exeter Academy Retirement Plan-0$9,038,197--
Phillips Exeter Academy Group Health Insurance Plan-502---
Phillips Exeter Academy Group Insurance Plan-547---
Phillips Exeter Academy Group Life and Ad&D Plan-547---
Phillips Exeter Academy Retiree Health Care Plan-0---
20166853$165,129,229$8,302,606$9,733iApproximate average salary by contribution assumption: employee only about $243,335 at 4% or $162,224 at 6%; with 50% employer match about $162,224 at 4% or $108,149 at 6%; with 100% employer match about $121,668 at 4% or $81,112 at 6%.
Phillips Exeter Academy Tiaa-Cref Deferred Annuity Retirement Plan for Faculty & Staff-853$155,865,041$8,302,606$9,733iApproximate average salary by contribution assumption: employee only about $243,335 at 4% or $162,224 at 6%; with 50% employer match about $162,224 at 4% or $108,149 at 6%; with 100% employer match about $121,668 at 4% or $81,112 at 6%.
Phillips Exeter Academy Retirement Plan-0$9,264,188--
Phillips Exeter Academy Group Health Insurance Plan-512---
Phillips Exeter Academy Group Insurance Plan-548---
Phillips Exeter Academy Group Life and Ad&D Plan-548---
Phillips Exeter Academy Retiree Health Care Plan-0---
20156707$156,115,728$7,622,721$10,782iApproximate average salary by contribution assumption: employee only about $269,545 at 4% or $179,696 at 6%; with 50% employer match about $179,696 at 4% or $119,798 at 6%; with 100% employer match about $134,772 at 4% or $89,848 at 6%.
Phillips Exeter Academy Tiaa-Cref Deferred Annuity Retirement Plan for Faculty & Staff-707$146,823,031$7,426,394$10,504iApproximate average salary by contribution assumption: employee only about $262,602 at 4% or $175,068 at 6%; with 50% employer match about $175,068 at 4% or $116,712 at 6%; with 100% employer match about $131,301 at 4% or $87,534 at 6%.
Phillips Exeter Academy Retirement Plan-0$9,292,697$196,327-
Phillips Exeter Academy Group Health Insurance Plan-499---
Phillips Exeter Academy Group Life and Ad&D Plan-542---
Phillips Exeter Academy Group Insurance Plan-542---
Phillips Exeter Academy Retiree Health Care Plan-0---
20146594$154,898,310$8,412,508$14,162iApproximate average salary by contribution assumption: employee only about $354,062 at 4% or $236,041 at 6%; with 50% employer match about $236,041 at 4% or $157,361 at 6%; with 100% employer match about $177,031 at 4% or $118,021 at 6%.
Phillips Exeter Academy Tiaa-Cref Deferred Annuity Retirement Plan for Faculty & Staff-594$145,028,904$7,815,322$13,157iApproximate average salary by contribution assumption: employee only about $328,928 at 4% or $219,285 at 6%; with 50% employer match about $219,285 at 4% or $146,190 at 6%; with 100% employer match about $164,464 at 4% or $109,643 at 6%.
Phillips Exeter Academy Retirement Plan-0$9,869,406$597,186-
Phillips Exeter Academy Group Health Insurance Plan-493---
Phillips Exeter Academy Group Insurance Plan-534---
Phillips Exeter Academy Group Life and Ad&D Plan-534---
Phillips Exeter Academy Retiree Health Care Plan-----
20136620$146,001,530$6,958,554$11,223iApproximate average salary by contribution assumption: employee only about $280,587 at 4% or $187,058 at 6%; with 50% employer match about $187,058 at 4% or $124,705 at 6%; with 100% employer match about $140,293 at 4% or $93,529 at 6%.
Phillips Exeter Academy Tiaa-Cref Deferred Annuity Retirement Plan for Faculty & Staff-620$136,899,147$6,374,766$10,282iApproximate average salary by contribution assumption: employee only about $257,047 at 4% or $171,365 at 6%; with 50% employer match about $171,365 at 4% or $114,243 at 6%; with 100% employer match about $128,524 at 4% or $85,682 at 6%.
Phillips Exeter Academy Retirement Plan-0$9,102,383$583,788-
Phillips Exeter Academy Group Health Insurance Plan-480---
Phillips Exeter Academy Group Insurance Plan-528---
Phillips Exeter Academy Group Life and Ad&D Plan-528---
Phillips Exeter Academy Retiree Health Care Plan-----
20126565$127,735,774$6,856,435$12,135iApproximate average salary by contribution assumption: employee only about $303,382 at 4% or $202,255 at 6%; with 50% employer match about $202,255 at 4% or $134,836 at 6%; with 100% employer match about $151,691 at 4% or $101,127 at 6%.
Phillips Exeter Academy Tiaa-Cref Deferred Annuity Retirement Plan for Faculty & Staff-565$119,391,040$6,276,637$11,109iApproximate average salary by contribution assumption: employee only about $277,727 at 4% or $185,152 at 6%; with 50% employer match about $185,152 at 4% or $123,434 at 6%; with 100% employer match about $138,864 at 4% or $92,576 at 6%.
Phillips Exeter Academy Retirement Plan-1$8,344,734$579,798$579,798iApproximate average salary by contribution assumption: employee only about $14,494,950 at 4% or $9,663,300 at 6%; with 50% employer match about $9,663,300 at 4% or $6,442,200 at 6%; with 100% employer match about $7,247,475 at 4% or $4,831,650 at 6%.
Phillips Exeter Academy Retiree Health Care Plan-----
Phillips Exeter Academy Group Health Insurance Plan-492---
Phillips Exeter Academy Group Life and Ad&D Plan-----
Phillips Exeter Academy Group Insurance Plan-525---
20116569$117,758,465$8,359,700$14,692iApproximate average salary by contribution assumption: employee only about $367,298 at 4% or $244,865 at 6%; with 50% employer match about $244,865 at 4% or $163,244 at 6%; with 100% employer match about $183,649 at 4% or $122,433 at 6%.
Phillips Exeter Academy Tiaa-Cref Deferred Annuity Retirement Plan for Faculty & Staff-569$110,024,819$7,232,053$12,710iApproximate average salary by contribution assumption: employee only about $317,753 at 4% or $211,835 at 6%; with 50% employer match about $211,835 at 4% or $141,223 at 6%; with 100% employer match about $158,876 at 4% or $105,918 at 6%.
Phillips Exeter Academy Retirement Plan-2$7,733,646$700,498$350,249iApproximate average salary by contribution assumption: employee only about $8,756,225 at 4% or $5,837,483 at 6%; with 50% employer match about $5,837,483 at 4% or $3,891,656 at 6%; with 100% employer match about $4,378,113 at 4% or $2,918,742 at 6%.
Phillips Exeter Academy Group Health Insurance Plan-493---
Phillips Exeter Academy Group Insurance Plan-516---
Phillips Exeter Academy Group Life and Ad&D Plan-516---
Phillips Exeter Academy Retiree Health Care Plan-0-$427,149-
20106716$119,761,909$8,142,300$11,372iApproximate average salary by contribution assumption: employee only about $284,298 at 4% or $189,532 at 6%; with 50% employer match about $189,532 at 4% or $126,355 at 6%; with 100% employer match about $142,149 at 4% or $94,766 at 6%.
Phillips Exeter Academy Tiaa-Cref Deferred Annuity Retirement Plan for Faculty & Staff-716$111,798,823$7,279,160$10,166iApproximate average salary by contribution assumption: employee only about $254,161 at 4% or $169,440 at 6%; with 50% employer match about $169,440 at 4% or $112,960 at 6%; with 100% employer match about $127,080 at 4% or $84,720 at 6%.
Phillips Exeter Academy Retirement Plan-3$7,300,723$544,161$181,387iApproximate average salary by contribution assumption: employee only about $4,534,675 at 4% or $3,023,117 at 6%; with 50% employer match about $3,023,117 at 4% or $2,015,411 at 6%; with 100% employer match about $2,267,338 at 4% or $1,511,558 at 6%.
Phillips Exeter Academy Retiree Health Care Plan--$662,363$318,979-
Phillips Exeter Academy Group Health Insurance Plan-493---
Phillips Exeter Academy Group Insurance Plan-512---
Phillips Exeter Academy Group Life and Ad&D Plan-512---
200971,058$109,042,095$8,292,217$7,838iApproximate average salary by contribution assumption: employee only about $195,941 at 4% or $130,627 at 6%; with 50% employer match about $130,627 at 4% or $87,085 at 6%; with 100% employer match about $97,970 at 4% or $65,314 at 6%.
Phillips Exeter Academy Tiaa-Cref Deferred Annuity Retirement Plan for Faculty & Staff-1,058$101,189,680$7,481,762$7,072iApproximate average salary by contribution assumption: employee only about $176,790 at 4% or $117,860 at 6%; with 50% employer match about $117,860 at 4% or $78,573 at 6%; with 100% employer match about $88,395 at 4% or $58,930 at 6%.
Phillips Exeter Academy Retirement Plan-4$6,708,346$524,434$131,109iApproximate average salary by contribution assumption: employee only about $3,277,713 at 4% or $2,185,142 at 6%; with 50% employer match about $2,185,142 at 4% or $1,456,761 at 6%; with 100% employer match about $1,638,856 at 4% or $1,092,571 at 6%.
Phillips Exeter Academy Retiree Health Care Plan--$1,144,069$286,021-
Phillips Exeter Academy Group Insurance Plan-529---
Phillips Exeter Academy Tiaa-Cref Supplemental Tax Deferred Annuity for Faculty & Staff-----
Phillips Exeter Academy Group Health Insurance Plan-514---
Phillips Exeter Academy Group Life and Ad&D Plan-524---
20087541$7,684,485$761,870$1,408iApproximate average salary by contribution assumption: employee only about $35,207 at 4% or $23,471 at 6%; with 50% employer match about $23,471 at 4% or $15,647 at 6%; with 100% employer match about $17,603 at 4% or $11,736 at 6%.
Phillips Exeter Academy Retirement Plan-7$6,148,498$503,179$71,883iApproximate average salary by contribution assumption: employee only about $1,797,068 at 4% or $1,198,045 at 6%; with 50% employer match about $1,198,045 at 4% or $798,697 at 6%; with 100% employer match about $898,534 at 4% or $599,023 at 6%.
Phillips Exeter Academy Retiree Health Care Plan-0$1,535,987$258,691-
Phillips Exeter Academy Group Health Insurance Plan-523---
Phillips Exeter Academy Group Life and Ad&D Plan-534---
Phillips Exeter Academy Tiaa-Cref Deferred Annuity Retirement Plan for Faculty & Staff-0---
Phillips Exeter Academy Group Insurance Plan-541---
Phillips Exeter Academy Tiaa-Cref Supplemental Tax Deferred Annuity for Faculty & Staff-0---
20077527$8,079,277$495,987$941iApproximate average salary by contribution assumption: employee only about $23,529 at 4% or $15,686 at 6%; with 50% employer match about $15,686 at 4% or $10,457 at 6%; with 100% employer match about $11,764 at 4% or $7,843 at 6%.
Phillips Exeter Academy Retirement Plan-8$8,079,277$495,987$61,998iApproximate average salary by contribution assumption: employee only about $1,549,959 at 4% or $1,033,306 at 6%; with 50% employer match about $1,033,306 at 4% or $688,871 at 6%; with 100% employer match about $774,980 at 4% or $516,653 at 6%.
Phillips Exeter Academy Group Life and Ad&D Plan-527---
Phillips Exeter Academy Group Health Insurance Plan-516---
Phillips Exeter Academy Retiree Health Care Plan-0---
Phillips Exeter Academy Group Insurance Plan-526---
Phillips Exeter Academy Tiaa-Cref Supplemental Tax Deferred Annuity for Faculty & Staff-0---
Phillips Exeter Academy Tiaa-Cref Deferred Annuity Retirement Plan for Faculty & Staff-0---
20067546$7,571,950$465,076$852iApproximate average salary by contribution assumption: employee only about $21,295 at 4% or $14,196 at 6%; with 50% employer match about $14,196 at 4% or $9,464 at 6%; with 100% employer match about $10,647 at 4% or $7,098 at 6%.
Phillips Exeter Academy Retirement Plan-12$7,571,950$465,076$38,756iApproximate average salary by contribution assumption: employee only about $968,908 at 4% or $645,939 at 6%; with 50% employer match about $645,939 at 4% or $430,626 at 6%; with 100% employer match about $484,454 at 4% or $322,969 at 6%.
Phillips Exeter Academy Group Health Insurance Plan-512---
Phillips Exeter Academy Group Life and Ad&D Plan-546---
Phillips Exeter Academy Tiaa-Cref Deferred Annuity Retirement Plan for Faculty & Staff-0---
Phillips Exeter Academy Tiaa-Cref Supplemental Tax Deferred Annuity for Faculty & Staff-0---
Phillips Exeter Academy Group Insurance Plan-530---
Phillips Exeter Academy Retiree Health Care Plan-0---
20057519$6,719,060$461,527$889iApproximate average salary by contribution assumption: employee only about $22,232 at 4% or $14,821 at 6%; with 50% employer match about $14,821 at 4% or $9,881 at 6%; with 100% employer match about $11,116 at 4% or $7,411 at 6%.
Phillips Exeter Academy Retirement Plan-16$6,719,060$461,527$28,845iApproximate average salary by contribution assumption: employee only about $721,136 at 4% or $480,757 at 6%; with 50% employer match about $480,757 at 4% or $320,505 at 6%; with 100% employer match about $360,568 at 4% or $240,379 at 6%.
Phillips Exeter Academy Group Health Insurance Plan-502---
Phillips Exeter Academy Group Life and Ad&D Plan-519---
Phillips Exeter Academy Tiaa-Cref Supplemental Tax Deferred Annuity for Faculty & Staff-0---
Phillips Exeter Academy Tiaa-Cref Deferred Annuity Retirement Plan for Faculty & Staff-0---
Phillips Exeter Academy Group Insurance Plan-519---
Phillips Exeter Academy Retiree Health Care Plan-0---
20047517$10,521,318$529,005$1,023iApproximate average salary by contribution assumption: employee only about $25,581 at 4% or $17,054 at 6%; with 50% employer match about $17,054 at 4% or $11,369 at 6%; with 100% employer match about $12,790 at 4% or $8,527 at 6%.
Phillips Exeter Academy Group Health Insurance Plan-488---
Phillips Exeter Academy Group Life and Ad&D Plan-517---
Phillips Exeter Academy Group Insurance Plan-516---
20037517$10,604,095$453,329$877iApproximate average salary by contribution assumption: employee only about $21,921 at 4% or $14,614 at 6%; with 50% employer match about $14,614 at 4% or $9,743 at 6%; with 100% employer match about $10,961 at 4% or $7,307 at 6%.
200210525$0$0-
20018515$5,924,423$0-
20009495$6,057,093$78,287$158iApproximate average salary by contribution assumption: employee only about $3,954 at 4% or $2,636 at 6%; with 50% employer match about $2,636 at 4% or $1,757 at 6%; with 100% employer match about $1,977 at 4% or $1,318 at 6%.
19999503$14,029,024$58,073$115iApproximate average salary by contribution assumption: employee only about $2,886 at 4% or $1,924 at 6%; with 50% employer match about $1,924 at 4% or $1,283 at 6%; with 100% employer match about $1,443 at 4% or $962 at 6%.