Bancroft School
Plan context: Bancroft School DC Retirement Plan
EIN 04-2103861 • Worcester, MA • 40 filings • 10 plans
Current Snapshot
Latest Year
2024
2024 Participants
125
2024 Assets
$32,501,481
2024 Contributions
$1,237,324
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 | 1 | 125 | $32,501,481 | $1,237,324 | $9,899iApproximate average salary by contribution assumption: employee only about $247,465 at 4% or $164,977 at 6%; with 50% employer match about $164,977 at 4% or $109,984 at 6%; with 100% employer match about $123,732 at 4% or $82,488 at 6%. |
| Bancroft School DC Retirement Plan | - | 125 | $32,501,481 | $1,237,324 | $9,899iApproximate average salary by contribution assumption: employee only about $247,465 at 4% or $164,977 at 6%; with 50% employer match about $164,977 at 4% or $109,984 at 6%; with 100% employer match about $123,732 at 4% or $82,488 at 6%. |
| 2023 | 1 | 111 | $30,862,796 | $1,383,746 | $12,466iApproximate average salary by contribution assumption: employee only about $311,655 at 4% or $207,770 at 6%; with 50% employer match about $207,770 at 4% or $138,513 at 6%; with 100% employer match about $155,827 at 4% or $103,885 at 6%. |
| Bancroft School DC Retirement Plan | - | 111 | $30,862,796 | $1,383,746 | $12,466iApproximate average salary by contribution assumption: employee only about $311,655 at 4% or $207,770 at 6%; with 50% employer match about $207,770 at 4% or $138,513 at 6%; with 100% employer match about $155,827 at 4% or $103,885 at 6%. |
| 2022 | 1 | 113 | $28,666,882 | $1,023,124 | $9,054iApproximate average salary by contribution assumption: employee only about $226,355 at 4% or $150,903 at 6%; with 50% employer match about $150,903 at 4% or $100,602 at 6%; with 100% employer match about $113,177 at 4% or $75,452 at 6%. |
| Bancroft School DC Retirement Plan | - | 113 | $28,666,882 | $1,023,124 | $9,054iApproximate average salary by contribution assumption: employee only about $226,355 at 4% or $150,903 at 6%; with 50% employer match about $150,903 at 4% or $100,602 at 6%; with 100% employer match about $113,177 at 4% or $75,452 at 6%. |
| 2021 | 1 | 111 | $26,125,151 | $925,339 | $8,336iApproximate average salary by contribution assumption: employee only about $208,410 at 4% or $138,940 at 6%; with 50% employer match about $138,940 at 4% or $92,627 at 6%; with 100% employer match about $104,205 at 4% or $69,470 at 6%. |
| Bancroft School DC Retirement Plan | - | 111 | $26,125,151 | $925,339 | $8,336iApproximate average salary by contribution assumption: employee only about $208,410 at 4% or $138,940 at 6%; with 50% employer match about $138,940 at 4% or $92,627 at 6%; with 100% employer match about $104,205 at 4% or $69,470 at 6%. |
| 2020 | 1 | 118 | $29,681,428 | $945,339 | $8,011iApproximate average salary by contribution assumption: employee only about $200,284 at 4% or $133,522 at 6%; with 50% employer match about $133,522 at 4% or $89,015 at 6%; with 100% employer match about $100,142 at 4% or $66,761 at 6%. |
| Bancroft School DC Retirement Plan | - | 118 | $29,681,428 | $945,339 | $8,011iApproximate average salary by contribution assumption: employee only about $200,284 at 4% or $133,522 at 6%; with 50% employer match about $133,522 at 4% or $89,015 at 6%; with 100% employer match about $100,142 at 4% or $66,761 at 6%. |
| 2019 | 1 | 135 | $25,419,518 | $902,172 | $6,683iApproximate average salary by contribution assumption: employee only about $167,069 at 4% or $111,379 at 6%; with 50% employer match about $111,379 at 4% or $74,253 at 6%; with 100% employer match about $83,534 at 4% or $55,690 at 6%. |
| Bancroft School DC Retirement Plan | - | 135 | $25,419,518 | $902,172 | $6,683iApproximate average salary by contribution assumption: employee only about $167,069 at 4% or $111,379 at 6%; with 50% employer match about $111,379 at 4% or $74,253 at 6%; with 100% employer match about $83,534 at 4% or $55,690 at 6%. |
| 2018 | 1 | 141 | $25,551,511 | $1,263,817 | $8,963iApproximate average salary by contribution assumption: employee only about $224,081 at 4% or $149,387 at 6%; with 50% employer match about $149,387 at 4% or $99,592 at 6%; with 100% employer match about $112,041 at 4% or $74,694 at 6%. |
| Bancroft School DC Retirement Plan | - | 141 | $25,551,511 | $1,263,817 | $8,963iApproximate average salary by contribution assumption: employee only about $224,081 at 4% or $149,387 at 6%; with 50% employer match about $149,387 at 4% or $99,592 at 6%; with 100% employer match about $112,041 at 4% or $74,694 at 6%. |
| 2017 | 1 | 137 | $25,296,219 | $1,194,980 | $8,722iApproximate average salary by contribution assumption: employee only about $218,062 at 4% or $145,375 at 6%; with 50% employer match about $145,375 at 4% or $96,916 at 6%; with 100% employer match about $109,031 at 4% or $72,687 at 6%. |
| Bancroft School DC Retirement Plan | - | 137 | $25,296,219 | $1,194,980 | $8,722iApproximate average salary by contribution assumption: employee only about $218,062 at 4% or $145,375 at 6%; with 50% employer match about $145,375 at 4% or $96,916 at 6%; with 100% employer match about $109,031 at 4% or $72,687 at 6%. |
| 2016 | 1 | 222 | $24,700,216 | $1,144,603 | $5,156iApproximate average salary by contribution assumption: employee only about $128,897 at 4% or $85,931 at 6%; with 50% employer match about $85,931 at 4% or $57,287 at 6%; with 100% employer match about $64,448 at 4% or $42,966 at 6%. |
| Bancroft School DC Retirement Plan | - | 222 | $24,700,216 | $1,144,603 | $5,156iApproximate average salary by contribution assumption: employee only about $128,897 at 4% or $85,931 at 6%; with 50% employer match about $85,931 at 4% or $57,287 at 6%; with 100% employer match about $64,448 at 4% or $42,966 at 6%. |
| 2015 | 1 | 224 | $23,475,770 | $1,124,534 | $5,020iApproximate average salary by contribution assumption: employee only about $125,506 at 4% or $83,671 at 6%; with 50% employer match about $83,671 at 4% or $55,780 at 6%; with 100% employer match about $62,753 at 4% or $41,835 at 6%. |
| Bancroft School DC Retirement Plan | - | 224 | $23,475,770 | $1,124,534 | $5,020iApproximate average salary by contribution assumption: employee only about $125,506 at 4% or $83,671 at 6%; with 50% employer match about $83,671 at 4% or $55,780 at 6%; with 100% employer match about $62,753 at 4% or $41,835 at 6%. |
| 2014 | 1 | 230 | $23,839,604 | $1,621,041 | $7,048iApproximate average salary by contribution assumption: employee only about $176,200 at 4% or $117,467 at 6%; with 50% employer match about $117,467 at 4% or $78,311 at 6%; with 100% employer match about $88,100 at 4% or $58,733 at 6%. |
| Bancroft School DC Retirement Plan | - | 230 | $23,839,604 | $1,621,041 | $7,048iApproximate average salary by contribution assumption: employee only about $176,200 at 4% or $117,467 at 6%; with 50% employer match about $117,467 at 4% or $78,311 at 6%; with 100% employer match about $88,100 at 4% or $58,733 at 6%. |
| 2013 | 2 | 242 | $24,031,650 | $958,243 | $3,960iApproximate average salary by contribution assumption: employee only about $98,992 at 4% or $65,995 at 6%; with 50% employer match about $65,995 at 4% or $43,996 at 6%; with 100% employer match about $49,496 at 4% or $32,997 at 6%. |
| Bancroft School DC Retirement Plan | - | 242 | $24,031,650 | $771,966 | $3,190iApproximate average salary by contribution assumption: employee only about $79,749 at 4% or $53,166 at 6%; with 50% employer match about $53,166 at 4% or $35,444 at 6%; with 100% employer match about $39,874 at 4% or $26,583 at 6%. |
| BANCROFT SCHOOL TAX DEFERRED ANNUITY PLAN | - | 0 | - | $186,277 | - |
| 2012 | 2 | 255 | $21,829,761 | $978,279 | $3,836iApproximate average salary by contribution assumption: employee only about $95,910 at 4% or $63,940 at 6%; with 50% employer match about $63,940 at 4% or $42,627 at 6%; with 100% employer match about $47,955 at 4% or $31,970 at 6%. |
| Bancroft School DC Retirement Plan | - | 255 | $18,133,131 | $717,748 | $2,815iApproximate average salary by contribution assumption: employee only about $70,367 at 4% or $46,912 at 6%; with 50% employer match about $46,912 at 4% or $31,274 at 6%; with 100% employer match about $35,184 at 4% or $23,456 at 6%. |
| BANCROFT SCHOOL TAX DEFERRED ANNUITY PLAN | - | 127 | $3,696,630 | $260,531 | $2,051iApproximate average salary by contribution assumption: employee only about $51,286 at 4% or $34,190 at 6%; with 50% employer match about $34,190 at 4% or $22,794 at 6%; with 100% employer match about $25,643 at 4% or $17,095 at 6%. |
| 2011 | 2 | 263 | $20,692,812 | $1,008,127 | $3,833iApproximate average salary by contribution assumption: employee only about $95,830 at 4% or $63,886 at 6%; with 50% employer match about $63,886 at 4% or $42,591 at 6%; with 100% employer match about $47,915 at 4% or $31,943 at 6%. |
| Bancroft School DC Retirement Plan | - | 263 | $17,239,634 | $714,881 | $2,718iApproximate average salary by contribution assumption: employee only about $67,954 at 4% or $45,303 at 6%; with 50% employer match about $45,303 at 4% or $30,202 at 6%; with 100% employer match about $33,977 at 4% or $22,651 at 6%. |
| BANCROFT SCHOOL TAX DEFERRED ANNUITY PLAN | - | 130 | $3,453,178 | $293,246 | $2,256iApproximate average salary by contribution assumption: employee only about $56,393 at 4% or $37,596 at 6%; with 50% employer match about $37,596 at 4% or $25,064 at 6%; with 100% employer match about $28,197 at 4% or $18,798 at 6%. |
| 2010 | 2 | 273 | $20,647,448 | $949,555 | $3,478iApproximate average salary by contribution assumption: employee only about $86,956 at 4% or $57,970 at 6%; with 50% employer match about $57,970 at 4% or $38,647 at 6%; with 100% employer match about $43,478 at 4% or $28,985 at 6%. |
| Bancroft School DC Retirement Plan | - | 273 | $17,275,662 | $663,960 | $2,432iApproximate average salary by contribution assumption: employee only about $60,802 at 4% or $40,535 at 6%; with 50% employer match about $40,535 at 4% or $27,023 at 6%; with 100% employer match about $30,401 at 4% or $20,267 at 6%. |
| BANCROFT SCHOOL TAX DEFERRED ANNUITY PLAN | - | 134 | $3,371,786 | $285,595 | $2,131iApproximate average salary by contribution assumption: employee only about $53,283 at 4% or $35,522 at 6%; with 50% employer match about $35,522 at 4% or $23,681 at 6%; with 100% employer match about $26,641 at 4% or $17,761 at 6%. |
| 2009 | 3 | 258 | $32,433,260 | $1,688,258 | $6,544iApproximate average salary by contribution assumption: employee only about $163,591 at 4% or $109,061 at 6%; with 50% employer match about $109,061 at 4% or $72,707 at 6%; with 100% employer match about $81,795 at 4% or $54,530 at 6%. |
| Bancroft School DC Retirement Plan | - | 258 | $14,825,924 | $702,290 | $2,722iApproximate average salary by contribution assumption: employee only about $68,051 at 4% or $45,368 at 6%; with 50% employer match about $45,368 at 4% or $30,245 at 6%; with 100% employer match about $34,026 at 4% or $22,684 at 6%. |
| Bancroft School DC Retirement Plan | - | 258 | $14,825,924 | $702,290 | $2,722iApproximate average salary by contribution assumption: employee only about $68,051 at 4% or $45,368 at 6%; with 50% employer match about $45,368 at 4% or $30,245 at 6%; with 100% employer match about $34,026 at 4% or $22,684 at 6%. |
| BANCROFT SCHOOL TAX DEFERRED ANNUITY PLAN | - | 120 | $2,781,412 | $283,678 | $2,364iApproximate average salary by contribution assumption: employee only about $59,100 at 4% or $39,400 at 6%; with 50% employer match about $39,400 at 4% or $26,266 at 6%; with 100% employer match about $29,550 at 4% or $19,700 at 6%. |
| 2008 | 2 | 0 | $0 | $0 | - |
| Bancroft School DC Retirement Plan | - | 0 | - | - | - |
| BANCROFT SCHOOL TAX DEFERRED ANNUITY PLAN | - | 0 | - | - | - |
| 2007 | 2 | 0 | $0 | $0 | - |
| BANCROFT SCHOOL TAX DEFERRED ANNUITY PLAN | - | 0 | - | - | - |
| Bancroft School DC Retirement Plan | - | 0 | - | - | - |
| 2006 | 2 | 0 | $0 | $0 | - |
| Bancroft School DC Retirement Plan | - | 0 | - | - | - |
| BANCROFT SCHOOL TAX DEFERRED ANNUITY PLAN | - | 0 | - | - | - |
| 2005 | 2 | 0 | $0 | $0 | - |
| Bancroft School DC Retirement Plan | - | 0 | - | - | - |
| BANCROFT SCHOOL TAX-DEFERRED ANNUITY PLAN | - | 0 | - | - | - |
| 2004 | 2 | 0 | $0 | $0 | - |
| BANCROFT SCHOOL TAX-DEFERRED ANNUITY PLAN | - | 0 | - | - | - |
| Bancroft School DC Retirement Plan | - | 0 | - | - | - |
| 2003 | 2 | 0 | $0 | $0 | - |
| Bancroft School DC Retirement Plan | - | 0 | - | - | - |
| BANCROFT SCHOOL TAX-DEFERRED ANNUITY PLAN | - | 0 | - | - | - |
| 2002 | 2 | 0 | $0 | $0 | - |
| BANCROFT SCHOOL TAX-DEFERRED ANNUITY PLAN | - | 0 | - | - | - |
| Bancroft School DC Retirement Plan | - | 0 | - | - | - |
| 2001 | 2 | 102 | $0 | $0 | - |
| BANCROFT SCHOOL TAX DEDERRED ANNUITY PLAN | - | 5 | - | - | - |
| Bancroft School DC Retirement Plan | - | 102 | - | - | - |
| 2000 | 2 | 96 | $0 | $0 | - |
| BANCROFT SCHOOL TAX-DEFERRED ANNUITY PLAN | - | 5 | - | - | - |
| Bancroft School DC Retirement Plan | - | 96 | - | - | - |