Civic Intelligence

Carleton-Willard Homes Inc.

Plan context: Carleton-Willard Homes Inc. Retirement Plan

EIN 04-2105844 • Bedford, MA • 51 filings • 4 plans

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100 Old Billerica RoadBedford, MA 01730
Current Snapshot

Latest Year

2024

2024 Participants

425

2024 Assets

$19,747,674

2024 Contributions

$2,210,357

Historical Graphs

Total Assets Over Time

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

$21,644,825$10,822,413$0200020122024YearValue
$19,747,674Latest year 2024

Participants Over Time

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

4252130199920122024YearValue
425Latest 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
20242425$19,747,674$2,210,357$5,201iApproximate average salary by contribution assumption: employee only about $130,021 at 4% or $86,681 at 6%; with 50% employer match about $86,681 at 4% or $57,787 at 6%; with 100% employer match about $65,011 at 4% or $43,340 at 6%.
Carleton-Willard Homes Inc. Retirement Plan-425$19,747,674$2,210,357$5,201iApproximate average salary by contribution assumption: employee only about $130,021 at 4% or $86,681 at 6%; with 50% employer match about $86,681 at 4% or $57,787 at 6%; with 100% employer match about $65,011 at 4% or $43,340 at 6%.
Carleton-Willard Homes Inc. Welfare Benefits Plan-209---
20232256$17,861,615$1,776,445$6,939iApproximate average salary by contribution assumption: employee only about $173,481 at 4% or $115,654 at 6%; with 50% employer match about $115,654 at 4% or $77,103 at 6%; with 100% employer match about $86,740 at 4% or $57,827 at 6%.
Carleton-Willard Homes Inc. Retirement Plan-256$17,861,615$1,776,445$6,939iApproximate average salary by contribution assumption: employee only about $173,481 at 4% or $115,654 at 6%; with 50% employer match about $115,654 at 4% or $77,103 at 6%; with 100% employer match about $86,740 at 4% or $57,827 at 6%.
Carleton-Willard Homes Inc. Welfare Benefits Plan-182---
20222246$17,347,113$1,222,609$4,970iApproximate average salary by contribution assumption: employee only about $124,249 at 4% or $82,833 at 6%; with 50% employer match about $82,833 at 4% or $55,222 at 6%; with 100% employer match about $62,124 at 4% or $41,416 at 6%.
Carleton-Willard Homes Inc. Retirement Plan-246$17,347,113$1,222,609$4,970iApproximate average salary by contribution assumption: employee only about $124,249 at 4% or $82,833 at 6%; with 50% employer match about $82,833 at 4% or $55,222 at 6%; with 100% employer match about $62,124 at 4% or $41,416 at 6%.
Carleton-Willard Homes Inc. Welfare Benefits Plan-205---
20212256$21,644,825$1,662,051$6,492iApproximate average salary by contribution assumption: employee only about $162,310 at 4% or $108,206 at 6%; with 50% employer match about $108,206 at 4% or $72,138 at 6%; with 100% employer match about $81,155 at 4% or $54,103 at 6%.
Carleton-Willard Homes Inc. Retirement Plan-256$21,644,825$1,662,051$6,492iApproximate average salary by contribution assumption: employee only about $162,310 at 4% or $108,206 at 6%; with 50% employer match about $108,206 at 4% or $72,138 at 6%; with 100% employer match about $81,155 at 4% or $54,103 at 6%.
Carleton-Willard Homes Inc. Welfare Benefits Plan-203---
20202263$20,468,085$1,626,510$6,184iApproximate average salary by contribution assumption: employee only about $154,611 at 4% or $103,074 at 6%; with 50% employer match about $103,074 at 4% or $68,716 at 6%; with 100% employer match about $77,306 at 4% or $51,537 at 6%.
Carleton-Willard Homes Inc. Retirement Plan-263$20,468,085$1,626,510$6,184iApproximate average salary by contribution assumption: employee only about $154,611 at 4% or $103,074 at 6%; with 50% employer match about $103,074 at 4% or $68,716 at 6%; with 100% employer match about $77,306 at 4% or $51,537 at 6%.
Carleton-Willard Homes Inc. Welfare Benefits Plan-189---
20192281$18,318,501$1,481,651$5,273iApproximate average salary by contribution assumption: employee only about $131,819 at 4% or $87,880 at 6%; with 50% employer match about $87,880 at 4% or $58,586 at 6%; with 100% employer match about $65,910 at 4% or $43,940 at 6%.
Carleton-Willard Homes Inc. Retirement Plan-281$18,318,501$1,481,651$5,273iApproximate average salary by contribution assumption: employee only about $131,819 at 4% or $87,880 at 6%; with 50% employer match about $87,880 at 4% or $58,586 at 6%; with 100% employer match about $65,910 at 4% or $43,940 at 6%.
Carleton-Willard Homes Inc. Welfare Benefits Plan-127---
20182278$15,780,871$1,448,316$5,210iApproximate average salary by contribution assumption: employee only about $130,244 at 4% or $86,829 at 6%; with 50% employer match about $86,829 at 4% or $57,886 at 6%; with 100% employer match about $65,122 at 4% or $43,415 at 6%.
Carleton-Willard Homes Inc. Retirement Plan-278$15,780,871$1,448,316$5,210iApproximate average salary by contribution assumption: employee only about $130,244 at 4% or $86,829 at 6%; with 50% employer match about $86,829 at 4% or $57,886 at 6%; with 100% employer match about $65,122 at 4% or $43,415 at 6%.
Carleton-Willard Homes Inc. Welfare Benefits Plan-217---
20172282$16,262,790$1,487,149$5,274iApproximate average salary by contribution assumption: employee only about $131,839 at 4% or $87,893 at 6%; with 50% employer match about $87,893 at 4% or $58,595 at 6%; with 100% employer match about $65,920 at 4% or $43,946 at 6%.
Carleton-Willard Homes Inc. Retirement Plan-282$16,262,790$1,487,149$5,274iApproximate average salary by contribution assumption: employee only about $131,839 at 4% or $87,893 at 6%; with 50% employer match about $87,893 at 4% or $58,595 at 6%; with 100% employer match about $65,920 at 4% or $43,946 at 6%.
Carleton-Willard Homes Inc. Welfare Benefits Plan-213---
20162273$14,308,789$1,278,999$4,685iApproximate average salary by contribution assumption: employee only about $117,124 at 4% or $78,083 at 6%; with 50% employer match about $78,083 at 4% or $52,055 at 6%; with 100% employer match about $58,562 at 4% or $39,041 at 6%.
Carleton-Willard Homes Inc. Retirement Plan-273$14,308,789$1,278,999$4,685iApproximate average salary by contribution assumption: employee only about $117,124 at 4% or $78,083 at 6%; with 50% employer match about $78,083 at 4% or $52,055 at 6%; with 100% employer match about $58,562 at 4% or $39,041 at 6%.
Carleton-Willard Homes Inc. Welfare Benefits Plan-223---
20152282$12,783,419$1,227,070$4,351iApproximate average salary by contribution assumption: employee only about $108,783 at 4% or $72,522 at 6%; with 50% employer match about $72,522 at 4% or $48,348 at 6%; with 100% employer match about $54,391 at 4% or $36,261 at 6%.
Carleton-Willard Homes Inc. Retirement Plan-282$12,783,419$1,227,070$4,351iApproximate average salary by contribution assumption: employee only about $108,783 at 4% or $72,522 at 6%; with 50% employer match about $72,522 at 4% or $48,348 at 6%; with 100% employer match about $54,391 at 4% or $36,261 at 6%.
Carleton-Willard Homes Inc. Welfare Benefits Plan-226---
20142278$12,270,266$1,159,078$4,169iApproximate average salary by contribution assumption: employee only about $104,234 at 4% or $69,489 at 6%; with 50% employer match about $69,489 at 4% or $46,326 at 6%; with 100% employer match about $52,117 at 4% or $34,745 at 6%.
Carleton-Willard Homes Inc. Retirement Plan-278$12,270,266$1,159,078$4,169iApproximate average salary by contribution assumption: employee only about $104,234 at 4% or $69,489 at 6%; with 50% employer match about $69,489 at 4% or $46,326 at 6%; with 100% employer match about $52,117 at 4% or $34,745 at 6%.
Carleton-Willard Homes Inc. Welfare Benefits Plan-218---
20132289$11,595,447$1,055,883$3,654iApproximate average salary by contribution assumption: employee only about $91,339 at 4% or $60,893 at 6%; with 50% employer match about $60,893 at 4% or $40,595 at 6%; with 100% employer match about $45,670 at 4% or $30,446 at 6%.
Carleton-Willard Homes Inc. Retirement Plan-289$11,595,447$1,055,883$3,654iApproximate average salary by contribution assumption: employee only about $91,339 at 4% or $60,893 at 6%; with 50% employer match about $60,893 at 4% or $40,595 at 6%; with 100% employer match about $45,670 at 4% or $30,446 at 6%.
Carleton-Willard Homes Inc. Welfare Benefits Plan-177---
20122301$9,906,546$1,046,775$3,478iApproximate average salary by contribution assumption: employee only about $86,941 at 4% or $57,961 at 6%; with 50% employer match about $57,961 at 4% or $38,641 at 6%; with 100% employer match about $43,471 at 4% or $28,980 at 6%.
Carleton-Willard Homes Inc. Retirement Plan-301$9,906,546$1,046,775$3,478iApproximate average salary by contribution assumption: employee only about $86,941 at 4% or $57,961 at 6%; with 50% employer match about $57,961 at 4% or $38,641 at 6%; with 100% employer match about $43,471 at 4% or $28,980 at 6%.
Carleton-Willard Homes Inc. Welfare Benefits Plan-209---
20112222$8,609,797$968,928$4,365iApproximate average salary by contribution assumption: employee only about $109,114 at 4% or $72,742 at 6%; with 50% employer match about $72,742 at 4% or $48,495 at 6%; with 100% employer match about $54,557 at 4% or $36,371 at 6%.
Carleton-Willard Homes Inc. Retirement Plan-222$8,609,797$968,928$4,365iApproximate average salary by contribution assumption: employee only about $109,114 at 4% or $72,742 at 6%; with 50% employer match about $72,742 at 4% or $48,495 at 6%; with 100% employer match about $54,557 at 4% or $36,371 at 6%.
Carleton-Willard Homes Inc. Welfare Benefits Plan-177---
20102247$8,026,837$923,847$3,740iApproximate average salary by contribution assumption: employee only about $93,507 at 4% or $62,338 at 6%; with 50% employer match about $62,338 at 4% or $41,559 at 6%; with 100% employer match about $46,753 at 4% or $31,169 at 6%.
Carleton-Willard Homes Inc. Retirement Plan-247$8,026,837$923,847$3,740iApproximate average salary by contribution assumption: employee only about $93,507 at 4% or $62,338 at 6%; with 50% employer match about $62,338 at 4% or $41,559 at 6%; with 100% employer match about $46,753 at 4% or $31,169 at 6%.
Carleton-Willard Homes Inc. Welfare Benefits Plan-195---
20092343$6,641,571$876,237$2,555iApproximate average salary by contribution assumption: employee only about $63,866 at 4% or $42,577 at 6%; with 50% employer match about $42,577 at 4% or $28,385 at 6%; with 100% employer match about $31,933 at 4% or $21,289 at 6%.
Carleton-Willard Homes Inc. Retirement Plan-343$6,641,571$876,237$2,555iApproximate average salary by contribution assumption: employee only about $63,866 at 4% or $42,577 at 6%; with 50% employer match about $42,577 at 4% or $28,385 at 6%; with 100% employer match about $31,933 at 4% or $21,289 at 6%.
Carleton-Willard Homes Inc. Welfare Benefits Plan-218---
20082286$4,990,036$834,416$2,918iApproximate average salary by contribution assumption: employee only about $72,938 at 4% or $48,626 at 6%; with 50% employer match about $48,626 at 4% or $32,417 at 6%; with 100% employer match about $36,469 at 4% or $24,313 at 6%.
Carleton-Willard Homes Inc. Retirement Plan-286$4,990,036$834,416$2,918iApproximate average salary by contribution assumption: employee only about $72,938 at 4% or $48,626 at 6%; with 50% employer match about $48,626 at 4% or $32,417 at 6%; with 100% employer match about $36,469 at 4% or $24,313 at 6%.
Carleton-Willard Homes Inc. Welfare Benefits Plan-211---
20072270$5,860,916$803,030$2,974iApproximate average salary by contribution assumption: employee only about $74,355 at 4% or $49,570 at 6%; with 50% employer match about $49,570 at 4% or $33,047 at 6%; with 100% employer match about $37,177 at 4% or $24,785 at 6%.
Carleton-Willard Homes Inc. Retirement Plan-270$5,860,916$803,030$2,974iApproximate average salary by contribution assumption: employee only about $74,355 at 4% or $49,570 at 6%; with 50% employer match about $49,570 at 4% or $33,047 at 6%; with 100% employer match about $37,177 at 4% or $24,785 at 6%.
Carleton-Willard Homes Inc. Welfare Benefits Plan-195---
20062252$5,092,081$725,070$2,877iApproximate average salary by contribution assumption: employee only about $71,932 at 4% or $47,954 at 6%; with 50% employer match about $47,954 at 4% or $31,970 at 6%; with 100% employer match about $35,966 at 4% or $23,977 at 6%.
Carleton-Willard Homes Inc. Retirement Plan-252$5,092,081$725,070$2,877iApproximate average salary by contribution assumption: employee only about $71,932 at 4% or $47,954 at 6%; with 50% employer match about $47,954 at 4% or $31,970 at 6%; with 100% employer match about $35,966 at 4% or $23,977 at 6%.
Carleton-Willard Homes Inc. Welfare Benefits Plan-196---
20052194$4,136,137$628,126$3,238iApproximate average salary by contribution assumption: employee only about $80,944 at 4% or $53,963 at 6%; with 50% employer match about $53,963 at 4% or $35,975 at 6%; with 100% employer match about $40,472 at 4% or $26,981 at 6%.
Carleton-Willard Homes Inc. Retirement Plan-194$4,136,137$628,126$3,238iApproximate average salary by contribution assumption: employee only about $80,944 at 4% or $53,963 at 6%; with 50% employer match about $53,963 at 4% or $35,975 at 6%; with 100% employer match about $40,472 at 4% or $26,981 at 6%.
Carleton-Willard Homes Inc. Welfare Benefits Plan-180---
20042188$3,628,262$596,444$3,173iApproximate average salary by contribution assumption: employee only about $79,314 at 4% or $52,876 at 6%; with 50% employer match about $52,876 at 4% or $35,251 at 6%; with 100% employer match about $39,657 at 4% or $26,438 at 6%.
Carleton-Willard Homes Inc. Retirement Plan-179$3,628,262$596,444$3,332iApproximate average salary by contribution assumption: employee only about $83,302 at 4% or $55,535 at 6%; with 50% employer match about $55,535 at 4% or $37,023 at 6%; with 100% employer match about $41,651 at 4% or $27,767 at 6%.
Carleton-Willard Homes Inc. Welfare Benefits Plan-188---
20032187$2,929,391$627,327$3,355iApproximate average salary by contribution assumption: employee only about $83,867 at 4% or $55,911 at 6%; with 50% employer match about $55,911 at 4% or $37,274 at 6%; with 100% employer match about $41,934 at 4% or $27,956 at 6%.
Carleton-Willard Homes Inc. Retirement Plan-187$2,929,391$627,327$3,355iApproximate average salary by contribution assumption: employee only about $83,867 at 4% or $55,911 at 6%; with 50% employer match about $55,911 at 4% or $37,274 at 6%; with 100% employer match about $41,934 at 4% or $27,956 at 6%.
Carleton-Willard Homes Inc. Welfare Benefits Plan-151---
20022176$2,046,703$556,319$3,161iApproximate average salary by contribution assumption: employee only about $79,023 at 4% or $52,682 at 6%; with 50% employer match about $52,682 at 4% or $35,121 at 6%; with 100% employer match about $39,511 at 4% or $26,341 at 6%.
Carleton-Willard Homes Inc. Retirement Plan-165$2,046,703$556,319$3,372iApproximate average salary by contribution assumption: employee only about $84,291 at 4% or $56,194 at 6%; with 50% employer match about $56,194 at 4% or $37,463 at 6%; with 100% employer match about $42,145 at 4% or $28,097 at 6%.
Carleton-Willard Homes Inc. Welfare Benefits Plan-176---
20012163$1,777,574$304,230$1,866iApproximate average salary by contribution assumption: employee only about $46,661 at 4% or $31,107 at 6%; with 50% employer match about $31,107 at 4% or $20,738 at 6%; with 100% employer match about $23,331 at 4% or $15,554 at 6%.
Carleton-Willard Homes Inc. Retirement Plan-163$1,777,574$304,230$1,866iApproximate average salary by contribution assumption: employee only about $46,661 at 4% or $31,107 at 6%; with 50% employer match about $31,107 at 4% or $20,738 at 6%; with 100% employer match about $23,331 at 4% or $15,554 at 6%.
Carleton-Willard Homes Inc. Welfare Benefits Plan-148---
20002183$1,630,738$179,958$983iApproximate average salary by contribution assumption: employee only about $24,584 at 4% or $16,390 at 6%; with 50% employer match about $16,390 at 4% or $10,926 at 6%; with 100% employer match about $12,292 at 4% or $8,195 at 6%.
Carleton-Willard Homes Inc. Retirement Plan-183$1,630,738$179,958$983iApproximate average salary by contribution assumption: employee only about $24,584 at 4% or $16,390 at 6%; with 50% employer match about $16,390 at 4% or $10,926 at 6%; with 100% employer match about $12,292 at 4% or $8,195 at 6%.
Carleton-Willard Homes Inc. Welfare Benefits Plan-170---
19991190$0$0-
Carleton-Willard Homes Inc. Welfare Benefits Plan-190---
Carleton-Willard Homes Inc. | EIN 04-2105844 | 2024 Form 5500 Company Profile