Milton Academy
Plan context: Milton Academy Retirement Plan
EIN 04-2103603 • Milton, MA • 107 filings • 27 plans
Current Snapshot
Latest Year
2024
2024 Participants
402
2024 Assets
$155,821,046
2024 Contributions
$5,611,795
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 | 402 | $155,821,046 | $5,611,795 | $13,960iApproximate average salary by contribution assumption: employee only about $348,992 at 4% or $232,661 at 6%; with 50% employer match about $232,661 at 4% or $155,108 at 6%; with 100% employer match about $174,496 at 4% or $116,331 at 6%. |
| Milton Academy Retirement Plan | - | 402 | $155,821,046 | $5,611,795 | $13,960iApproximate average salary by contribution assumption: employee only about $348,992 at 4% or $232,661 at 6%; with 50% employer match about $232,661 at 4% or $155,108 at 6%; with 100% employer match about $174,496 at 4% or $116,331 at 6%. |
| Milton Academy Benefit Plan | - | 372 | - | - | - |
| 2023 | 2 | 398 | $144,685,830 | $5,450,091 | $13,694iApproximate average salary by contribution assumption: employee only about $342,342 at 4% or $228,228 at 6%; with 50% employer match about $228,228 at 4% or $152,152 at 6%; with 100% employer match about $171,171 at 4% or $114,114 at 6%. |
| Milton Academy Retirement Plan | - | 398 | $144,685,830 | $5,450,091 | $13,694iApproximate average salary by contribution assumption: employee only about $342,342 at 4% or $228,228 at 6%; with 50% employer match about $228,228 at 4% or $152,152 at 6%; with 100% employer match about $171,171 at 4% or $114,114 at 6%. |
| Milton Academy Benefit Plan | - | 370 | - | - | - |
| 2022 | 2 | 401 | $129,058,392 | $4,945,991 | $12,334iApproximate average salary by contribution assumption: employee only about $308,354 at 4% or $205,569 at 6%; with 50% employer match about $205,569 at 4% or $137,046 at 6%; with 100% employer match about $154,177 at 4% or $102,785 at 6%. |
| Milton Academy Retirement Plan | - | 401 | $129,058,392 | $4,945,991 | $12,334iApproximate average salary by contribution assumption: employee only about $308,354 at 4% or $205,569 at 6%; with 50% employer match about $205,569 at 4% or $137,046 at 6%; with 100% employer match about $154,177 at 4% or $102,785 at 6%. |
| Milton Academy Benefit Plan | - | 372 | - | - | - |
| 2021 | 2 | 457 | $153,697,922 | $4,510,924 | $9,871iApproximate average salary by contribution assumption: employee only about $246,768 at 4% or $164,512 at 6%; with 50% employer match about $164,512 at 4% or $109,675 at 6%; with 100% employer match about $123,384 at 4% or $82,256 at 6%. |
| Milton Academy Retirement Plan | - | 457 | $153,697,922 | $4,510,924 | $9,871iApproximate average salary by contribution assumption: employee only about $246,768 at 4% or $164,512 at 6%; with 50% employer match about $164,512 at 4% or $109,675 at 6%; with 100% employer match about $123,384 at 4% or $82,256 at 6%. |
| Milton Academy Benefit Plan | - | 375 | - | - | - |
| 2020 | 2 | 435 | $140,174,822 | $4,441,817 | $10,211iApproximate average salary by contribution assumption: employee only about $255,277 at 4% or $170,185 at 6%; with 50% employer match about $170,185 at 4% or $113,456 at 6%; with 100% employer match about $127,638 at 4% or $85,092 at 6%. |
| Milton Academy Retirement Plan | - | 435 | $140,174,822 | $4,441,817 | $10,211iApproximate average salary by contribution assumption: employee only about $255,277 at 4% or $170,185 at 6%; with 50% employer match about $170,185 at 4% or $113,456 at 6%; with 100% employer match about $127,638 at 4% or $85,092 at 6%. |
| Milton Academy Benefit Plan | - | 385 | - | - | - |
| 2019 | 2 | 416 | $124,691,607 | $5,198,087 | $12,495iApproximate average salary by contribution assumption: employee only about $312,385 at 4% or $208,257 at 6%; with 50% employer match about $208,257 at 4% or $138,838 at 6%; with 100% employer match about $156,193 at 4% or $104,128 at 6%. |
| Milton Academy Retirement Plan | - | 416 | $124,691,607 | $5,198,087 | $12,495iApproximate average salary by contribution assumption: employee only about $312,385 at 4% or $208,257 at 6%; with 50% employer match about $208,257 at 4% or $138,838 at 6%; with 100% employer match about $156,193 at 4% or $104,128 at 6%. |
| Milton Academy Benefit Plan | - | 359 | - | - | - |
| 2018 | 2 | 391 | $105,949,627 | $4,597,335 | $11,758iApproximate average salary by contribution assumption: employee only about $293,947 at 4% or $195,965 at 6%; with 50% employer match about $195,965 at 4% or $130,643 at 6%; with 100% employer match about $146,974 at 4% or $97,982 at 6%. |
| Milton Academy Retirement Plan | - | 391 | $105,949,627 | $4,597,335 | $11,758iApproximate average salary by contribution assumption: employee only about $293,947 at 4% or $195,965 at 6%; with 50% employer match about $195,965 at 4% or $130,643 at 6%; with 100% employer match about $146,974 at 4% or $97,982 at 6%. |
| Milton Academy Benefit Plan | - | 361 | - | - | - |
| 2017 | 2 | 369 | $111,173,432 | $4,332,397 | $11,741iApproximate average salary by contribution assumption: employee only about $293,523 at 4% or $195,682 at 6%; with 50% employer match about $195,682 at 4% or $130,455 at 6%; with 100% employer match about $146,761 at 4% or $97,841 at 6%. |
| Milton Academy Retirement Plan | - | 369 | $111,173,432 | $4,332,397 | $11,741iApproximate average salary by contribution assumption: employee only about $293,523 at 4% or $195,682 at 6%; with 50% employer match about $195,682 at 4% or $130,455 at 6%; with 100% employer match about $146,761 at 4% or $97,841 at 6%. |
| Milton Academy Benefit Plan | - | 353 | - | - | - |
| 2016 | 2 | 371 | $98,614,492 | $4,116,615 | $11,096iApproximate average salary by contribution assumption: employee only about $277,400 at 4% or $184,933 at 6%; with 50% employer match about $184,933 at 4% or $123,289 at 6%; with 100% employer match about $138,700 at 4% or $92,467 at 6%. |
| Milton Academy Retirement Plan | - | 371 | $98,614,492 | $4,116,615 | $11,096iApproximate average salary by contribution assumption: employee only about $277,400 at 4% or $184,933 at 6%; with 50% employer match about $184,933 at 4% or $123,289 at 6%; with 100% employer match about $138,700 at 4% or $92,467 at 6%. |
| Milton Academy Benefit Plan | - | 349 | - | - | - |
| 2015 | 5 | 362 | $93,305,676 | $4,082,140 | $11,277iApproximate average salary by contribution assumption: employee only about $281,916 at 4% or $187,944 at 6%; with 50% employer match about $187,944 at 4% or $125,296 at 6%; with 100% employer match about $140,958 at 4% or $93,972 at 6%. |
| Milton Academy Retirement Plan | - | 362 | $93,305,676 | $4,082,140 | $11,277iApproximate average salary by contribution assumption: employee only about $281,916 at 4% or $187,944 at 6%; with 50% employer match about $187,944 at 4% or $125,296 at 6%; with 100% employer match about $140,958 at 4% or $93,972 at 6%. |
| Milton Academy Blue Cross Blue Shield | - | 0 | - | - | - |
| MILTON ACADEMY LIFE INSURANCE | - | 0 | - | - | - |
| MILTON ACADEMY TOTAL DISABILITY PLAN | - | 0 | - | - | - |
| MILTON ACADEMY TRAVEL ACCIDENT INSURANCE PLAN | - | 0 | - | - | - |
| 2014 | 5 | 355 | $92,716,212 | $3,531,796 | $9,949iApproximate average salary by contribution assumption: employee only about $248,718 at 4% or $165,812 at 6%; with 50% employer match about $165,812 at 4% or $110,541 at 6%; with 100% employer match about $124,359 at 4% or $82,906 at 6%. |
| Milton Academy Retirement Plan | - | 355 | $92,716,212 | $3,531,796 | $9,949iApproximate average salary by contribution assumption: employee only about $248,718 at 4% or $165,812 at 6%; with 50% employer match about $165,812 at 4% or $110,541 at 6%; with 100% employer match about $124,359 at 4% or $82,906 at 6%. |
| MILTON ACADEMY TOTAL DISABILITY PLAN | - | 318 | - | - | - |
| MILTON ACADEMY LIFE INSURANCE | - | 334 | - | - | - |
| Milton Academy Blue Cross Blue Shield | - | 222 | - | - | - |
| MILTON ACADEMY TRAVEL ACCIDENT INSURANCE PLAN | - | 331 | - | - | - |
| 2013 | 5 | 336 | $88,753,783 | $3,637,937 | $10,827iApproximate average salary by contribution assumption: employee only about $270,680 at 4% or $180,453 at 6%; with 50% employer match about $180,453 at 4% or $120,302 at 6%; with 100% employer match about $135,340 at 4% or $90,227 at 6%. |
| Milton Academy Retirement Plan | - | 328 | $88,753,783 | $3,637,937 | $11,091iApproximate average salary by contribution assumption: employee only about $277,282 at 4% or $184,855 at 6%; with 50% employer match about $184,855 at 4% or $123,236 at 6%; with 100% employer match about $138,641 at 4% or $92,427 at 6%. |
| MILTON ACADEMY TOTAL DISABILITY PLAN | - | 301 | - | - | - |
| Milton Academy Blue Cross Blue Shield | - | 228 | - | - | - |
| MILTON ACADEMY LIFE INSURANCE | - | 320 | - | - | - |
| MILTON ACADEMY TRAVEL ACCIDENT INSURANCE PLAN | - | 336 | - | - | - |
| 2012 | 6 | 335 | $78,074,051 | $2,950,652 | $8,808iApproximate average salary by contribution assumption: employee only about $220,198 at 4% or $146,799 at 6%; with 50% employer match about $146,799 at 4% or $97,866 at 6%; with 100% employer match about $110,099 at 4% or $73,399 at 6%. |
| Milton Academy Retirement Plan | - | 316 | $78,074,051 | $2,618,198 | $8,285iApproximate average salary by contribution assumption: employee only about $207,136 at 4% or $138,091 at 6%; with 50% employer match about $138,091 at 4% or $92,060 at 6%; with 100% employer match about $103,568 at 4% or $69,045 at 6%. |
| MILTON ACADEMY TAX DEFERRED ANNUITY PLAN | - | 0 | - | $332,454 | - |
| Milton Academy Blue Cross Blue Shield | - | 196 | - | - | - |
| MILTON ACADEMY TOTAL DISABILITY PLAN | - | 296 | - | - | - |
| MILTON ACADEMY LIFE INSURANCE | - | 313 | - | - | - |
| MILTON ACADEMY TRAVEL ACCIDENT INSURANCE PLAN | - | 335 | - | - | - |
| 2011 | 5 | 692 | $71,822,002 | $2,884,047 | $4,168iApproximate average salary by contribution assumption: employee only about $104,192 at 4% or $69,462 at 6%; with 50% employer match about $69,462 at 4% or $46,308 at 6%; with 100% employer match about $52,096 at 4% or $34,731 at 6%. |
| Milton Academy Retirement Plan | - | 692 | $64,331,420 | $2,413,345 | $3,487iApproximate average salary by contribution assumption: employee only about $87,187 at 4% or $58,125 at 6%; with 50% employer match about $58,125 at 4% or $38,750 at 6%; with 100% employer match about $43,594 at 4% or $29,062 at 6%. |
| MILTON ACADEMY TAX DEFERRED ANNUITY PLAN | - | 305 | $7,490,582 | $470,702 | $1,543iApproximate average salary by contribution assumption: employee only about $38,582 at 4% or $25,721 at 6%; with 50% employer match about $25,721 at 4% or $17,148 at 6%; with 100% employer match about $19,291 at 4% or $12,861 at 6%. |
| Milton Academy Blue Cross Blue Shield | - | 207 | - | - | - |
| MILTON ACADEMY TOTAL DISABILITY PLAN | - | 289 | - | - | - |
| MILTON ACADEMY LIFE INSURANCE | - | 306 | - | - | - |
| 2010 | 8 | 708 | $73,028,065 | $2,877,846 | $4,065iApproximate average salary by contribution assumption: employee only about $101,619 at 4% or $67,746 at 6%; with 50% employer match about $67,746 at 4% or $45,164 at 6%; with 100% employer match about $50,809 at 4% or $33,873 at 6%. |
| Milton Academy Retirement Plan | - | 708 | $65,385,212 | $2,448,969 | $3,459iApproximate average salary by contribution assumption: employee only about $86,475 at 4% or $57,650 at 6%; with 50% employer match about $57,650 at 4% or $38,433 at 6%; with 100% employer match about $43,237 at 4% or $28,825 at 6%. |
| MILTON ACADEMY TAX DEFERRED ANNUITY PLAN | - | 305 | $7,642,853 | $428,877 | $1,406iApproximate average salary by contribution assumption: employee only about $35,154 at 4% or $23,436 at 6%; with 50% employer match about $23,436 at 4% or $15,624 at 6%; with 100% employer match about $17,577 at 4% or $11,718 at 6%. |
| MILTON ACADEMY PAST SERVICE PENSION | - | 0 | - | - | - |
| THE STANDARD INSURANCE COMPANY | - | 313 | - | - | - |
| Milton Academy Blue Cross Blue Shield | - | 210 | - | - | - |
| THE STANDARD INSURANCE COMPANY - LIFE INSURANCE | - | 306 | - | - | - |
| MILTON ACADEMY TOTAL DISABILITY PLAN | - | 289 | - | - | - |
| MILTON ACADEMY TRAVEL ACCIDENT INSURANCE PLAN | - | 348 | - | - | - |
| 2009 | 5 | 748 | $67,488,127 | $2,955,429 | $3,951iApproximate average salary by contribution assumption: employee only about $98,778 at 4% or $65,852 at 6%; with 50% employer match about $65,852 at 4% or $43,901 at 6%; with 100% employer match about $49,389 at 4% or $32,926 at 6%. |
| Milton Academy Retirement Plan | - | 748 | $60,351,182 | $2,492,651 | $3,332iApproximate average salary by contribution assumption: employee only about $83,311 at 4% or $55,540 at 6%; with 50% employer match about $55,540 at 4% or $37,027 at 6%; with 100% employer match about $41,655 at 4% or $27,770 at 6%. |
| MILTON ACADEMY TAX DEFERRED ANNUITY PLAN | - | 210 | $7,136,945 | $462,778 | $2,204iApproximate average salary by contribution assumption: employee only about $55,093 at 4% or $36,728 at 6%; with 50% employer match about $36,728 at 4% or $24,486 at 6%; with 100% employer match about $27,546 at 4% or $18,364 at 6%. |
| Milton Academy Blue Cross Blue Shield | - | 198 | - | - | - |
| MILTON ACADEMY TOTAL DISABILITY PLAN | - | 288 | - | - | - |
| THE STANDARD INSURANCE COMPANY - LIFE INSURANCE | - | 313 | - | - | - |
| 2008 | 2 | 27,023,513 | $0 | $0 | - |
| TRAVEL ACCIDENT INSURANCE PLAN | - | 27,023,513 | - | - | - |
| Milton Academy Retirement Plan | - | 282 | - | - | - |
| 2007 | 5 | 361 | $0 | $0 | - |
| Milton Academy Blue Cross Blue Shield | - | 212 | - | - | - |
| Milton Academy Retirement Plan | - | 278 | - | - | - |
| THE STANDARD INUSURANCE COMPANY | - | 317 | - | - | - |
| MILTON ACADEMY TOTAL DISABILITY PLA | - | 304 | - | - | - |
| TRAVEL ACCIDENT INSURANCE PLAN | - | 361 | - | - | - |
| 2006 | 6 | 368 | $0 | $0 | - |
| Milton Academy Blue Cross Blue Shield | - | 217 | - | - | - |
| MILTON ACADEMY PAST SERVICE PENSION | - | 0 | - | - | - |
| Milton Academy Retirement Plan | - | 293 | - | - | - |
| TRAVEL ACCIDENT INSURANCE PLAN | - | 368 | - | - | - |
| MILTON ACADEMY TOTAL DISABILITY PLAN | - | 307 | - | - | - |
| THE STANDARD INSURANCE COMPANY | - | 321 | - | - | - |
| 2005 | 6 | 363 | $0 | $0 | - |
| Milton Academy Retirement Plan | - | 267 | - | - | - |
| MILTON ACADEMY PAST SERVICE PENSION | - | 0 | - | - | - |
| Milton Academy Blue Cross Blue Shield | - | 227 | - | - | - |
| TRAVEL ACCIDENT INSURANCE PLAN | - | 363 | - | - | - |
| MILTON ACADEMY TOTAL DISABILITY PLAN | - | 325 | - | - | - |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | - | 337 | - | - | - |
| 2004 | 6 | 370 | $0 | $0 | - |
| Milton Academy Retirement Plan | - | 278 | - | - | - |
| Milton Academy Blue Cross Blue Shield | - | 226 | - | - | - |
| MILTON ACADEMY TOTAL DISABILITY PLA | - | 331 | - | - | - |
| MILTON ACADEMY PAST SERVICE PENSION | - | 0 | - | - | - |
| TRAVEL ACCIDENT INSURANCE PLAN | - | 370 | - | - | - |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | - | 320 | - | - | - |
| 2003 | 7 | 326 | $0 | $0 | - |
| TIAA-CREF GROUP LIFE INSURANCE | - | 324 | - | - | - |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | - | 326 | - | - | - |
| MILTON ACADEMY PAST SERVICE PENSION | - | 8 | - | - | - |
| Milton Academy Blue Cross Blue Shield | - | 221 | - | - | - |
| MILTON ACADEMY TOTAL DISABILITY PLAN | - | 322 | - | - | - |
| Milton Academy Benefit Plan | - | 241 | - | - | - |
| Milton Academy Retirement Plan | - | 241 | - | - | - |
| 2002 | 7 | 395 | $0 | $0 | - |
| MILTON ACADEMY PAST SERVICE PENSION | - | 13 | - | - | - |
| Milton Academy Benefit Plan | - | 234 | - | - | - |
| TRAVEL ACCIDENT INSURANCE PLAN FOR MILTON ACADEMY EMPLOYEES | - | 395 | - | - | - |
| TIAA-CREF GROUP LIFE INSURANCE | - | 315 | - | - | - |
| Milton Academy Blue Cross Blue Shield | - | 234 | - | - | - |
| MILTON ACADEMY TOTAL DISABILITY PLAN | - | 297 | - | - | - |
| Milton Academy Benefit Plan | - | 123 | - | - | - |
| 2001 | 6 | 373 | $0 | $0 | - |
| Milton Academy Retirement Plan | - | 266 | - | - | - |
| TIAA-CREF GROUP LIFE INSURANCE | - | 321 | - | - | - |
| MILTON ACADEMY PAST SERVICE PENSION | - | 0 | - | - | - |
| TRAVEL ACCIDENT INSURANCE PLAN FOR MILTON ACADEMY EMPLOYEES | - | 373 | - | - | - |
| MILTON ACADEMY TOTAL DISABILITY PLAN | - | 313 | - | - | - |
| Milton Academy Blue Cross Blue Shield | - | 225 | - | - | - |
| 2000 | 5 | 417 | $0 | $0 | - |
| Milton Academy Retirement Plan | - | 226 | - | - | - |
| MILTON ACADEMY PAST SERVICE PENSION | - | 8 | - | - | - |
| MILTON ACADEMY TIAA-CREF GROUP LIFE PLAN | - | 274 | - | - | - |
| TRAVEL ACCIDENT INSURANCE PLAN FOR MILTON EMPLOYEES | - | 384 | - | - | - |
| Milton Academy Blue Cross Blue Shield | - | 417 | - | - | - |