Civic Intelligence

Trustees of Phillips Academy

Plan context: 1974 Retirement Plan for Faculty Members and Administrative Officers

EIN 04-2103579 • Andover, MA • 142 filings • 36 plans

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180 Main StAndover, MA 01810-4166
Current Snapshot

Latest Year

2024

2024 Participants

763

2024 Assets

$349,009,889

2024 Contributions

$12,496,692

Historical Graphs

Total Assets Over Time

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

$349,009,889$174,504,945$0200920172024YearValue
$349,009,889Latest year 2024

Participants Over Time

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

1,5507750199920122024YearValue
763Latest 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
20242763$349,009,889$12,496,692$16,378iApproximate average salary by contribution assumption: employee only about $409,459 at 4% or $272,973 at 6%; with 50% employer match about $272,973 at 4% or $181,982 at 6%; with 100% employer match about $204,730 at 4% or $136,486 at 6%.
1974 Retirement Plan for Faculty Members and Administrative Officers-763$349,009,889$12,496,692$16,378iApproximate average salary by contribution assumption: employee only about $409,459 at 4% or $272,973 at 6%; with 50% employer match about $272,973 at 4% or $181,982 at 6%; with 100% employer match about $204,730 at 4% or $136,486 at 6%.
Phillips Academy Medical Insurance-595---
20232756$322,517,219$11,830,221$15,648iApproximate average salary by contribution assumption: employee only about $391,211 at 4% or $260,807 at 6%; with 50% employer match about $260,807 at 4% or $173,872 at 6%; with 100% employer match about $195,606 at 4% or $130,404 at 6%.
1974 Retirement Plan for Faculty Members and Administrative Officers-756$322,517,219$11,830,221$15,648iApproximate average salary by contribution assumption: employee only about $391,211 at 4% or $260,807 at 6%; with 50% employer match about $260,807 at 4% or $173,872 at 6%; with 100% employer match about $195,606 at 4% or $130,404 at 6%.
Phillips Academy Medical Insurance-594---
20222723$280,823,130$9,896,228$13,688iApproximate average salary by contribution assumption: employee only about $342,193 at 4% or $228,129 at 6%; with 50% employer match about $228,129 at 4% or $152,086 at 6%; with 100% employer match about $171,097 at 4% or $114,064 at 6%.
1974 Retirement Plan for Faculty Members and Administrative Officers-723$280,823,130$9,896,228$13,688iApproximate average salary by contribution assumption: employee only about $342,193 at 4% or $228,129 at 6%; with 50% employer match about $228,129 at 4% or $152,086 at 6%; with 100% employer match about $171,097 at 4% or $114,064 at 6%.
Phillips Academy Medical Insurance-595---
20212684$321,130,468$10,261,832$15,003iApproximate average salary by contribution assumption: employee only about $375,067 at 4% or $250,045 at 6%; with 50% employer match about $250,045 at 4% or $166,696 at 6%; with 100% employer match about $187,533 at 4% or $125,022 at 6%.
1974 Retirement Plan for Faculty Members and Administrative Officers-684$321,130,468$10,261,832$15,003iApproximate average salary by contribution assumption: employee only about $375,067 at 4% or $250,045 at 6%; with 50% employer match about $250,045 at 4% or $166,696 at 6%; with 100% employer match about $187,533 at 4% or $125,022 at 6%.
Phillips Academy Medical Insurance-584---
20202664$290,042,807$9,586,829$14,438iApproximate average salary by contribution assumption: employee only about $360,950 at 4% or $240,633 at 6%; with 50% employer match about $240,633 at 4% or $160,422 at 6%; with 100% employer match about $180,475 at 4% or $120,317 at 6%.
1974 Retirement Plan for Faculty Members and Administrative Officers-664$290,042,807$9,586,829$14,438iApproximate average salary by contribution assumption: employee only about $360,950 at 4% or $240,633 at 6%; with 50% employer match about $240,633 at 4% or $160,422 at 6%; with 100% employer match about $180,475 at 4% or $120,317 at 6%.
Phillips Academy Medical Insurance-573---
20192628$263,512,295$9,697,472$15,442iApproximate average salary by contribution assumption: employee only about $386,046 at 4% or $257,364 at 6%; with 50% employer match about $257,364 at 4% or $171,576 at 6%; with 100% employer match about $193,023 at 4% or $128,682 at 6%.
1974 Retirement Plan for Faculty Members and Administrative Officers-628$263,512,295$9,697,472$15,442iApproximate average salary by contribution assumption: employee only about $386,046 at 4% or $257,364 at 6%; with 50% employer match about $257,364 at 4% or $171,576 at 6%; with 100% employer match about $193,023 at 4% or $128,682 at 6%.
Phillips Academy Medical Insurance-588---
20182617$228,178,891$9,636,210$15,618iApproximate average salary by contribution assumption: employee only about $390,446 at 4% or $260,297 at 6%; with 50% employer match about $260,297 at 4% or $173,532 at 6%; with 100% employer match about $195,223 at 4% or $130,149 at 6%.
1974 Retirement Plan for Faculty Members and Administrative Officers-617$228,178,891$9,636,210$15,618iApproximate average salary by contribution assumption: employee only about $390,446 at 4% or $260,297 at 6%; with 50% employer match about $260,297 at 4% or $173,532 at 6%; with 100% employer match about $195,223 at 4% or $130,149 at 6%.
Phillips Academy Medical Insurance-450---
20172683$239,565,796$9,376,757$13,729iApproximate average salary by contribution assumption: employee only about $343,220 at 4% or $228,813 at 6%; with 50% employer match about $228,813 at 4% or $152,542 at 6%; with 100% employer match about $171,610 at 4% or $114,407 at 6%.
1974 Retirement Plan for Faculty Members and Administrative Officers-683$239,565,796$9,376,757$13,729iApproximate average salary by contribution assumption: employee only about $343,220 at 4% or $228,813 at 6%; with 50% employer match about $228,813 at 4% or $152,542 at 6%; with 100% employer match about $171,610 at 4% or $114,407 at 6%.
Phillips Academy Medical Insurance-595---
20162651$209,159,648$9,177,816$14,098iApproximate average salary by contribution assumption: employee only about $352,451 at 4% or $234,967 at 6%; with 50% employer match about $234,967 at 4% or $156,645 at 6%; with 100% employer match about $176,225 at 4% or $117,484 at 6%.
Tiaa-Cref Plan for Paculty Members-651$209,159,648$9,177,816$14,098iApproximate average salary by contribution assumption: employee only about $352,451 at 4% or $234,967 at 6%; with 50% employer match about $234,967 at 4% or $156,645 at 6%; with 100% employer match about $176,225 at 4% or $117,484 at 6%.
Phillips Academy Medical Insurance-559---
20153613$199,862,515$9,208,951$15,023iApproximate average salary by contribution assumption: employee only about $375,569 at 4% or $250,379 at 6%; with 50% employer match about $250,379 at 4% or $166,920 at 6%; with 100% employer match about $187,784 at 4% or $125,190 at 6%.
Tiaa-Cref Plan for Paculty Members-613$199,862,515$9,208,951$15,023iApproximate average salary by contribution assumption: employee only about $375,569 at 4% or $250,379 at 6%; with 50% employer match about $250,379 at 4% or $166,920 at 6%; with 100% employer match about $187,784 at 4% or $125,190 at 6%.
Phillips Academy Medical Insurance-547---
1974 Retirement Plan for Faculty Members and Administrative Officers-1---
201481,253$199,283,046$8,339,914$6,656iApproximate average salary by contribution assumption: employee only about $166,399 at 4% or $110,933 at 6%; with 50% employer match about $110,933 at 4% or $73,955 at 6%; with 100% employer match about $83,199 at 4% or $55,466 at 6%.
Tiaa-Cref Plan for Paculty Members-1,253$199,283,046$8,339,914$6,656iApproximate average salary by contribution assumption: employee only about $166,399 at 4% or $110,933 at 6%; with 50% employer match about $110,933 at 4% or $73,955 at 6%; with 100% employer match about $83,199 at 4% or $55,466 at 6%.
Trustees of Phillips Academy Life Insurance Plan-0---
Phillips Academy Medical Insurance-401---
Group Long Term Disability Plan-0---
TRUSTEES OF PHILLIPS ACADEMY FLEXIBLE COMPENSATION PLAN-0---
Phillips Academy Dental Insurance Plan-0---
PHILLIPS ACADEMY HRA-0---
1974 Retirement Plan for Faculty Members and Administrative Officers-1---
20138942$190,528,304$8,122,842$8,623iApproximate average salary by contribution assumption: employee only about $215,574 at 4% or $143,716 at 6%; with 50% employer match about $143,716 at 4% or $95,811 at 6%; with 100% employer match about $107,787 at 4% or $71,858 at 6%.
Tiaa-Cref Plan for Paculty Members-616$190,528,304$8,122,842$13,186iApproximate average salary by contribution assumption: employee only about $329,661 at 4% or $219,774 at 6%; with 50% employer match about $219,774 at 4% or $146,516 at 6%; with 100% employer match about $164,830 at 4% or $109,887 at 6%.
Trustees of Phillips Academy Life Insurance Plan-536---
Group Long Term Disability Plan-448---
Phillips Academy Medical Insurance-846---
TRUSTEES OF PHILLIPS ACADEMY FLEXIBLE COMPENSATION PLAN-55---
PHILLIPS ACADEMY HRA-58---
Phillips Academy Dental Insurance Plan-942---
1974 Retirement Plan for Faculty Members and Administrative Officers-0---
20128965$167,646,410$8,214,499$8,512iApproximate average salary by contribution assumption: employee only about $212,811 at 4% or $141,874 at 6%; with 50% employer match about $141,874 at 4% or $94,583 at 6%; with 100% employer match about $106,405 at 4% or $70,937 at 6%.
Tiaa-Cref Plan for Paculty Members-739$167,646,410$8,214,499$11,116iApproximate average salary by contribution assumption: employee only about $277,892 at 4% or $185,262 at 6%; with 50% employer match about $185,262 at 4% or $123,508 at 6%; with 100% employer match about $138,946 at 4% or $92,631 at 6%.
Trustees of Phillips Academy Life Insurance Plan-541---
Group Long Term Disability Plan-471---
Phillips Academy Dental Insurance Plan-965---
Phillips Academy Medical Insurance-856---
PHILLIPS ACADEMY FLEXIBLE COMPENSATION PLAN-72---
PHILLIPS ACADEMY HRA-75---
1974 Retirement Plan for Faculty Members and Administrative Officers-0---
201171,133$148,692,850$7,184,324$6,341iApproximate average salary by contribution assumption: employee only about $158,524 at 4% or $105,683 at 6%; with 50% employer match about $105,683 at 4% or $70,455 at 6%; with 100% employer match about $79,262 at 4% or $52,841 at 6%.
Tiaa-Cref Plan for Paculty Members-1,133$148,692,850$7,184,324$6,341iApproximate average salary by contribution assumption: employee only about $158,524 at 4% or $105,683 at 6%; with 50% employer match about $105,683 at 4% or $70,455 at 6%; with 100% employer match about $79,262 at 4% or $52,841 at 6%.
PHILLIPS ACADEMY FLEXIBLE COMPENSATION PLAN-94---
Trustees of Phillips Academy Life Insurance Plan-538---
Group Long Term Disability Plan-461---
1974 Retirement Plan for Faculty Members and Administrative Officers-0---
Phillips Academy Medical Insurance-827---
Phillips Academy Dental Insurance Plan-937---
201071,118$148,976,471$7,335,044$6,561iApproximate average salary by contribution assumption: employee only about $164,022 at 4% or $109,348 at 6%; with 50% employer match about $109,348 at 4% or $72,898 at 6%; with 100% employer match about $82,011 at 4% or $54,674 at 6%.
Tiaa-Cref Plan for Paculty Members-1,118$148,976,471$7,335,044$6,561iApproximate average salary by contribution assumption: employee only about $164,022 at 4% or $109,348 at 6%; with 50% employer match about $109,348 at 4% or $72,898 at 6%; with 100% employer match about $82,011 at 4% or $54,674 at 6%.
Trustees of Phillips Academy Life Insurance Plan-514---
Group Long Term Disability Plan-463---
PHILLIPS ACADEMY FLEXIBLE COMPENSATION PLAN-374---
Phillips Academy Dental Insurance Plan-954---
Phillips Academy Medical Insurance-856---
1974 Retirement Plan for Faculty Members and Administrative Officers-0---
200971,550$133,752,655$7,516,190$4,849iApproximate average salary by contribution assumption: employee only about $121,229 at 4% or $80,819 at 6%; with 50% employer match about $80,819 at 4% or $53,879 at 6%; with 100% employer match about $60,614 at 4% or $40,410 at 6%.
Tiaa-Cref Plan for Paculty Members-1,550$133,752,655$7,516,190$4,849iApproximate average salary by contribution assumption: employee only about $121,229 at 4% or $80,819 at 6%; with 50% employer match about $80,819 at 4% or $53,879 at 6%; with 100% employer match about $60,614 at 4% or $40,410 at 6%.
PHILLIPS ACADEMY FLEXIBLE COMPENSATION PLAN-210---
Group Long Term Disability Plan-450---
Trustees of Phillips Academy Life Insurance Plan-517---
Phillips Academy Medical Insurance-844---
Phillips Academy Dental Insurance Plan-987---
1974 Retirement Plan for Faculty Members and Administrative Officers-0---
200861,020$0$0-
Phillips Academy Medical Insurance-1,020---
Phillips Academy Dental Insurance Plan-450---
1974 Retirement Plan for Faculty Members and Administrative Officers-0---
Phillips Academy Tax Deferred Annuity Plan-0---
PHILLIPS ACADEMY FLEXIBLE COMPENSATION PLAN-422---
Tiaa-Cref Plan for Paculty Members-0---
20077542$0$0-
1974 Retirement Plan for Faculty Members and Administrative Officers-0---
Trustees of Phillips Academy Life Insurance Plan-542---
Phillips Academy Dental Insurance Plan-436---
PHILLIPS ACADEMY FLEXIBLE COMPENSATION PLAN-422---
Group Long Term Disability Plan-452---
Phillips Academy Medical Insurance-434---
Tiaa-Cref Plan for Paculty Members-0---
20068531$0$0-
Trustees of Phillips Academy Life Insurance Plan-531---
Group Long Term Disability Plan-437---
Phillips Academy Medical Insurance-423---
Phillips Academy Dental Insurance Plan-416---
PHILLIPS ACADEMY FLEXIBLE COMPENSATION PLAN-467---
1974 Retirement Plan for Faculty Members and Administrative Officers-0---
Tiaa-Cref Plan for Paculty Members-0---
Phillips Academy Tax Deferred Annuity Plan-0---
20058520$0$0-
Group Long Term Disability Plan-437---
Phillips Academy Dental Insurance Plan-422---
Trustees of Phillips Academy Life Insurance Plan-520---
Phillips Academy Medical Insurance-427---
PHILLIPS ACADEMY FLEXIBLE COMPENSATION PLAN-457---
1974 Retirement Plan for Faculty Members and Administrative Officers-0---
Phillips Academy Tax Deferred Annuity Plan-0---
Tiaa-Cref Plan for Paculty Members-0---
20048512$0$0-
Phillips Academy Medical Insurance-437---
PHILLIPS ACADEMY FLEXIBLE COMPENSATION PLAN-452---
Phillips Academy Dental Insurance Plan-426---
Group Long Term Disability Plan-431---
Trustees of Phillips Academy Life Insurance Plan-512---
1974 Retirement Plan for Faculty Members and Administrative Officers-0---
Phillips Academy Tax Deferred Annuity Plan-0---
Tiaa-Cref Plan for Paculty Members-0---
20038501$0$0-
Phillips Academy Dental Insurance Plan-417---
Phillips Academy Medical Insurance-419---
PHILLIPS ACADEMY FLEXIBLE COMPENSATION PLAN-200---
1974 Retirement Plan for Faculty Members and Administrative Officers-0---
Group Long Term Disability Plan-420---
Trustees of Phillips Academy Life Insurance Plan-501---
Tiaa-Cref Plan for Paculty Members-0---
Phillips Academy Tax Deferred Annuity Plan-0---
20028508$0$0-
Phillips Academy Medical Insurance-425---
Phillips Academy Dental Insurance Plan-414---
Trustees of Phillips Academy Life Insurance Plan-508---
1974 Retirement Plan for Faculty Members and Administrative Officers-0---
Tiaa-Cref Plan for Paculty Members-0---
Phillips Academy Tax Deferred Annuity Plan-0---
Group Long Term Disability Plan-449---
PHILLIPS ACADEMY FLEXIBLE COMPENSATION PLAN-202---
20017510$0$0-
Phillips Academy Tax Deferred Annuity Plan-0---
20008504$0$0-
19998498$0$0-