Allen Chase Foundation
Plan context: Tiaa Cref Ret Plan for Professional Administrative & Office Staff
EIN 04-2108341 • Deerfield, MA • 62 filings • 18 plans
Current Snapshot
Latest Year
2024
2024 Participants
145
2024 Assets
$43,987,171
2024 Contributions
$2,002,332
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 | 145 | $0 | $0 | - |
| Eaglebrook School Welfare Benefits Plan | - | 145 | - | - | - |
| 2023 | 2 | 172 | $43,987,171 | $2,002,332 | $11,641iApproximate average salary by contribution assumption: employee only about $291,037 at 4% or $194,024 at 6%; with 50% employer match about $194,024 at 4% or $129,350 at 6%; with 100% employer match about $145,518 at 4% or $97,012 at 6%. |
| Tiaa Cref Ret Plan for Professional Administrative & Office Staff | - | 172 | $43,987,171 | $2,002,332 | $11,641iApproximate average salary by contribution assumption: employee only about $291,037 at 4% or $194,024 at 6%; with 50% employer match about $194,024 at 4% or $129,350 at 6%; with 100% employer match about $145,518 at 4% or $97,012 at 6%. |
| Eaglebrook School Welfare Benefits Plan | - | 145 | - | - | - |
| 2022 | 2 | 158 | $38,977,917 | $1,309,581 | $8,288iApproximate average salary by contribution assumption: employee only about $207,212 at 4% or $138,141 at 6%; with 50% employer match about $138,141 at 4% or $92,094 at 6%; with 100% employer match about $103,606 at 4% or $69,071 at 6%. |
| Tiaa Cref Ret Plan for Professional Administrative & Office Staff | - | 158 | $38,977,917 | $1,309,581 | $8,288iApproximate average salary by contribution assumption: employee only about $207,212 at 4% or $138,141 at 6%; with 50% employer match about $138,141 at 4% or $92,094 at 6%; with 100% employer match about $103,606 at 4% or $69,071 at 6%. |
| Eaglebrook School Welfare Benefits Plan | - | 145 | - | - | - |
| 2021 | 2 | 149 | $34,853,186 | $1,180,210 | $7,921iApproximate average salary by contribution assumption: employee only about $198,022 at 4% or $132,015 at 6%; with 50% employer match about $132,015 at 4% or $88,010 at 6%; with 100% employer match about $99,011 at 4% or $66,007 at 6%. |
| Tiaa Cref Ret Plan for Professional Administrative & Office Staff | - | 149 | $34,853,186 | $1,180,210 | $7,921iApproximate average salary by contribution assumption: employee only about $198,022 at 4% or $132,015 at 6%; with 50% employer match about $132,015 at 4% or $88,010 at 6%; with 100% employer match about $99,011 at 4% or $66,007 at 6%. |
| Eaglebrook School Welfare Benefits Plan | - | 141 | - | - | - |
| 2020 | 2 | 151 | $40,251,315 | $1,191,899 | $7,893iApproximate average salary by contribution assumption: employee only about $197,334 at 4% or $131,556 at 6%; with 50% employer match about $131,556 at 4% or $87,704 at 6%; with 100% employer match about $98,667 at 4% or $65,778 at 6%. |
| Tiaa Cref Ret Plan for Professional Administrative & Office Staff | - | 151 | $40,251,315 | $1,191,899 | $7,893iApproximate average salary by contribution assumption: employee only about $197,334 at 4% or $131,556 at 6%; with 50% employer match about $131,556 at 4% or $87,704 at 6%; with 100% employer match about $98,667 at 4% or $65,778 at 6%. |
| Eaglebrook School Welfare Benefits Plan | - | 144 | - | - | - |
| 2019 | 2 | 141 | $31,998,559 | $1,119,874 | $7,942iApproximate average salary by contribution assumption: employee only about $198,559 at 4% or $132,373 at 6%; with 50% employer match about $132,373 at 4% or $88,249 at 6%; with 100% employer match about $99,280 at 4% or $66,186 at 6%. |
| Tiaa Cref Ret Plan for Professional Administrative & Office Staff | - | 140 | $31,998,559 | $1,119,874 | $7,999iApproximate average salary by contribution assumption: employee only about $199,978 at 4% or $133,318 at 6%; with 50% employer match about $133,318 at 4% or $88,879 at 6%; with 100% employer match about $99,989 at 4% or $66,659 at 6%. |
| Eaglebrook School Welfare Benefits Plan | - | 141 | - | - | - |
| 2018 | 2 | 144 | $30,677,222 | $1,092,594 | $7,587iApproximate average salary by contribution assumption: employee only about $189,686 at 4% or $126,458 at 6%; with 50% employer match about $126,458 at 4% or $84,305 at 6%; with 100% employer match about $94,843 at 4% or $63,229 at 6%. |
| Tiaa Cref Ret Plan for Professional Administrative & Office Staff | - | 137 | $30,677,222 | $1,092,594 | $7,975iApproximate average salary by contribution assumption: employee only about $199,378 at 4% or $132,919 at 6%; with 50% employer match about $132,919 at 4% or $88,613 at 6%; with 100% employer match about $99,689 at 4% or $66,459 at 6%. |
| Eaglebrook School Welfare Benefits Plan | - | 144 | - | - | - |
| 2017 | 2 | 137 | $30,345,302 | $1,083,564 | $7,909iApproximate average salary by contribution assumption: employee only about $197,731 at 4% or $131,820 at 6%; with 50% employer match about $131,820 at 4% or $87,880 at 6%; with 100% employer match about $98,865 at 4% or $65,910 at 6%. |
| Tiaa Cref Ret Plan for Professional Administrative & Office Staff | - | 130 | $30,345,302 | $1,083,564 | $8,335iApproximate average salary by contribution assumption: employee only about $208,378 at 4% or $138,918 at 6%; with 50% employer match about $138,918 at 4% or $92,612 at 6%; with 100% employer match about $104,189 at 4% or $69,459 at 6%. |
| Eaglebrook School Welfare Benefits Plan | - | 137 | - | - | - |
| 2016 | 2 | 143 | $29,770,154 | $1,021,551 | $7,144iApproximate average salary by contribution assumption: employee only about $178,593 at 4% or $119,062 at 6%; with 50% employer match about $119,062 at 4% or $79,375 at 6%; with 100% employer match about $89,296 at 4% or $59,531 at 6%. |
| Tiaa Cref Ret Plan for Professional Administrative & Office Staff | - | 124 | $29,770,154 | $1,021,551 | $8,238iApproximate average salary by contribution assumption: employee only about $205,958 at 4% or $137,305 at 6%; with 50% employer match about $137,305 at 4% or $91,537 at 6%; with 100% employer match about $102,979 at 4% or $68,653 at 6%. |
| Eaglebrook School Welfare Benefits Plan | - | 143 | - | - | - |
| 2015 | 2 | 134 | $26,394,161 | $1,024,262 | $7,644iApproximate average salary by contribution assumption: employee only about $191,094 at 4% or $127,396 at 6%; with 50% employer match about $127,396 at 4% or $84,931 at 6%; with 100% employer match about $95,547 at 4% or $63,698 at 6%. |
| Tiaa Cref Ret Plan for Professional Administrative & Office Staff | - | 122 | $26,394,161 | $1,024,262 | $8,396iApproximate average salary by contribution assumption: employee only about $209,890 at 4% or $139,927 at 6%; with 50% employer match about $139,927 at 4% or $93,284 at 6%; with 100% employer match about $104,945 at 4% or $69,963 at 6%. |
| Eaglebrook School Welfare Benefits Plan | - | 134 | - | - | - |
| 2014 | 2 | 134 | $27,892,220 | $1,069,041 | $7,978iApproximate average salary by contribution assumption: employee only about $199,448 at 4% or $132,965 at 6%; with 50% employer match about $132,965 at 4% or $88,644 at 6%; with 100% employer match about $99,724 at 4% or $66,483 at 6%. |
| Tiaa Cref Ret Plan for Professional Administrative & Office Staff | - | 125 | $27,892,220 | $1,069,041 | $8,552iApproximate average salary by contribution assumption: employee only about $213,808 at 4% or $142,539 at 6%; with 50% employer match about $142,539 at 4% or $95,026 at 6%; with 100% employer match about $106,904 at 4% or $71,269 at 6%. |
| Eaglebrook School Welfare Benefits Plan | - | 134 | - | - | - |
| 2013 | 2 | 121 | $27,434,979 | $909,290 | $7,515iApproximate average salary by contribution assumption: employee only about $187,870 at 4% or $125,247 at 6%; with 50% employer match about $125,247 at 4% or $83,498 at 6%; with 100% employer match about $93,935 at 4% or $62,623 at 6%. |
| Tiaa Cref Ret Plan for Professional Administrative & Office Staff | - | 120 | $27,434,979 | $909,290 | $7,577iApproximate average salary by contribution assumption: employee only about $189,435 at 4% or $126,290 at 6%; with 50% employer match about $126,290 at 4% or $84,194 at 6%; with 100% employer match about $94,718 at 4% or $63,145 at 6%. |
| Eaglebrook School Welfare Benefits Plan | - | 121 | - | - | - |
| 2012 | 2 | 123 | $18,470,577 | $913,212 | $7,424iApproximate average salary by contribution assumption: employee only about $185,612 at 4% or $123,741 at 6%; with 50% employer match about $123,741 at 4% or $82,494 at 6%; with 100% employer match about $92,806 at 4% or $61,871 at 6%. |
| Tiaa Cref Ret Plan for Professional Administrative & Office Staff | - | 91 | $18,470,577 | $913,212 | $10,035iApproximate average salary by contribution assumption: employee only about $250,882 at 4% or $167,255 at 6%; with 50% employer match about $167,255 at 4% or $111,503 at 6%; with 100% employer match about $125,441 at 4% or $83,627 at 6%. |
| Eaglebrook School Welfare Benefits Plan | - | 123 | - | - | - |
| 2011 | 3 | 104 | $16,669,022 | $814,278 | $7,830iApproximate average salary by contribution assumption: employee only about $195,740 at 4% or $130,493 at 6%; with 50% employer match about $130,493 at 4% or $86,996 at 6%; with 100% employer match about $97,870 at 4% or $65,247 at 6%. |
| Tiaa Cref Ret Plan for Professional Administrative & Office Staff | - | 98 | $16,669,022 | $814,278 | $8,309iApproximate average salary by contribution assumption: employee only about $207,724 at 4% or $138,483 at 6%; with 50% employer match about $138,483 at 4% or $92,322 at 6%; with 100% employer match about $103,862 at 4% or $69,241 at 6%. |
| Eaglebrook School Welfare Benefits Plan | - | 104 | - | - | - |
| EAGLEBROOK SCHOOL SECTION 457(B)DEFERRED COMPENSATION PLAN AND EAGLEBROOK SCHOOL SECTION 457(F) PLAN | - | - | - | - | - |
| 2010 | 5 | 111 | $16,860,441 | $810,922 | $7,306iApproximate average salary by contribution assumption: employee only about $182,640 at 4% or $121,760 at 6%; with 50% employer match about $121,760 at 4% or $81,173 at 6%; with 100% employer match about $91,320 at 4% or $60,880 at 6%. |
| Tiaa Cref Ret Plan for Professional Administrative & Office Staff | - | 99 | $16,860,441 | $810,922 | $8,191iApproximate average salary by contribution assumption: employee only about $204,778 at 4% or $136,519 at 6%; with 50% employer match about $136,519 at 4% or $91,013 at 6%; with 100% employer match about $102,389 at 4% or $68,259 at 6%. |
| Allen Chase Foundation Eaglebrook Ret Pl for Maintenance Household & Kitchen Employees | - | - | - | - | - |
| Allen-Chase Foundation Tiaa-Deferred Annuity Plan | - | - | - | - | - |
| Allen Chase Foundation Eaglebrook Ret Pl for Maintenance Household & Kitchen Employees | - | - | - | - | - |
| Eaglebrook School Welfare Benefits Plan | - | 111 | - | - | - |
| 2009 | 3 | 132 | $12,054,248 | $1,255,357 | $9,510iApproximate average salary by contribution assumption: employee only about $237,757 at 4% or $158,505 at 6%; with 50% employer match about $158,505 at 4% or $105,670 at 6%; with 100% employer match about $118,879 at 4% or $79,252 at 6%. |
| Tiaa Cref Ret Plan for Professional Administrative & Office Staff | - | 120 | $12,054,248 | $1,097,655 | $9,147iApproximate average salary by contribution assumption: employee only about $228,678 at 4% or $152,452 at 6%; with 50% employer match about $152,452 at 4% or $101,635 at 6%; with 100% employer match about $114,339 at 4% or $76,226 at 6%. |
| Eaglebrook School Welfare Benefits Plan | - | 132 | - | - | - |
| Allen-Chase Foundation Tiaa-Deferred Annuity Plan | - | 0 | $0 | $157,702 | - |
| 2008 | 1 | 139 | $0 | $0 | - |
| Eaglebrook School Welfare Benefits Plan | - | 139 | - | - | - |
| 2007 | 1 | 143 | $0 | $0 | - |
| Eaglebrook School Welfare Benefits Plan | - | 143 | - | - | - |
| 2006 | 4 | 0 | $0 | $0 | - |
| EAGLEBROOK SCHOOL FLEXIBLE COMPENSATION AND LIFE & DISABILITY PLAN | - | 0 | - | - | - |
| Tiaa Cref Ret Plan for Professional Administrative & Office Staff | - | 0 | - | - | - |
| Allen-Chase Foundation Tiaa-Deferred Annuity Plan | - | 0 | - | - | - |
| Allen Chase Foundation Eaglebrook Ret Pl for Maintenance Household & Kitchen Employees | - | 0 | - | - | - |
| 2005 | 5 | 177 | $0 | $0 | - |
| Tiaa Cref Ret Plan for Professional Administrative & Office Staff | - | 0 | - | - | - |
| Allen Chase Foundation Eaglebrook Ret Pl for Maintenance Household & Kitchen Employees | - | 0 | - | - | - |
| Allen-Chase Foundation Tiaa-Deferred Annuity Plan | - | 0 | - | - | - |
| EAGLEBROOK SCHOOL FLEXIBLE COMPENSATION AND LIFE & DISABILITY PLAN | - | 177 | - | - | - |
| EAGLEBROOK SCHOOL FLEXIBLE COMPENSATION PLAN | - | 39 | - | - | - |
| 2004 | 3 | 0 | $0 | $0 | - |
| Allen-Chase Foundation Tiaa-Deferred Annuity Plan | - | 0 | - | - | - |
| Tiaa Cref Ret Plan for Professional Administrative & Office Staff | - | 0 | - | - | - |
| Allen Chase Foundation Eaglebrook Ret Pl for Maintenance Household & Kitchen Employees | - | 0 | - | - | - |
| 2003 | 3 | 0 | $0 | $0 | - |
| Tiaa Cref Ret Plan for Professional Administrative & Office Staff | - | 0 | - | - | - |
| Allen Chase Foundation Eaglebrook Ret Pl for Maintenance Household & Kitchen Employees | - | 0 | - | - | - |
| Allen-Chase Foundation Tiaa-Deferred Annuity Plan | - | 0 | - | - | - |
| 2002 | 3 | 0 | $0 | $0 | - |
| Allen Chase Foundation Eaglebrook Ret Pl for Maintenance Household & Kitchen Employees | - | 0 | - | - | - |
| Allen-Chase Foundation Tiaa-Deferred Annuity Plan | - | 0 | - | - | - |
| Tiaa Cref Ret Plan for Professional Administrative & Office Staff | - | 0 | - | - | - |
| 2001 | 3 | 0 | $0 | $0 | - |
| Allen-Chase Foundation Tiaa-Deferred Annuity Plan | - | 0 | - | - | - |
| Allen Chase Foundation Eaglebrook Ret Pl for Maintenance Household & Kitchen Employees | - | 0 | - | - | - |
| Tiaa Cref Ret Plan for Professional Administrative & Office Staff | - | 0 | - | - | - |
| 1999 | 3 | 0 | $0 | $0 | - |
| Allen Chase Foundation Eaglebrook Ret Pl for Maintenance Household & Kitchen Employees | - | 0 | - | - | - |
| Allen-Chase Foundation Tiaa-Deferred Annuity Plan | - | 0 | - | - | - |
| Tiaa Cref Ret Plan for Professional Administrative & Office Staff | - | 0 | - | - | - |