Civic Intelligence

Gerald T. Reilly & Co.

Plan context: The Reilly U-Save Plan

EIN 04-2513210 • Milton, MA • 25 filings • 1 plans

424 Adams StreetMilton, MA 02186
Current Snapshot

Latest Year

2024

2024 Participants

51

2024 Assets

$22,365,254

2024 Contributions

$496,550

Historical Graphs

Total Assets Over Time

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

$22,419,752$11,209,876$0199920152024YearValue
$22,365,254Latest year 2024

Participants Over Time

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

59300199920122024YearValue
51Latest 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
2024151$22,365,254$496,550$9,736iApproximate average salary by contribution assumption: employee only about $243,407 at 4% or $162,271 at 6%; with 50% employer match about $162,271 at 4% or $108,181 at 6%; with 100% employer match about $121,703 at 4% or $81,136 at 6%.
The Reilly U-Save Plan-51$22,365,254$496,550$9,736iApproximate average salary by contribution assumption: employee only about $243,407 at 4% or $162,271 at 6%; with 50% employer match about $162,271 at 4% or $108,181 at 6%; with 100% employer match about $121,703 at 4% or $81,136 at 6%.
2023148$21,586,784$581,217$12,109iApproximate average salary by contribution assumption: employee only about $302,717 at 4% or $201,811 at 6%; with 50% employer match about $201,811 at 4% or $134,541 at 6%; with 100% employer match about $151,359 at 4% or $100,906 at 6%.
The Reilly U-Save Plan-48$21,586,784$581,217$12,109iApproximate average salary by contribution assumption: employee only about $302,717 at 4% or $201,811 at 6%; with 50% employer match about $201,811 at 4% or $134,541 at 6%; with 100% employer match about $151,359 at 4% or $100,906 at 6%.
2022146$20,905,224$432,227$9,396iApproximate average salary by contribution assumption: employee only about $234,906 at 4% or $156,604 at 6%; with 50% employer match about $156,604 at 4% or $104,403 at 6%; with 100% employer match about $117,453 at 4% or $78,302 at 6%.
The Reilly U-Save Plan-46$20,905,224$432,227$9,396iApproximate average salary by contribution assumption: employee only about $234,906 at 4% or $156,604 at 6%; with 50% employer match about $156,604 at 4% or $104,403 at 6%; with 100% employer match about $117,453 at 4% or $78,302 at 6%.
2021149$22,419,752$444,094$9,063iApproximate average salary by contribution assumption: employee only about $226,579 at 4% or $151,052 at 6%; with 50% employer match about $151,052 at 4% or $100,702 at 6%; with 100% employer match about $113,289 at 4% or $75,526 at 6%.
The Reilly U-Save Plan-49$22,419,752$444,094$9,063iApproximate average salary by contribution assumption: employee only about $226,579 at 4% or $151,052 at 6%; with 50% employer match about $151,052 at 4% or $100,702 at 6%; with 100% employer match about $113,289 at 4% or $75,526 at 6%.
2020153$21,614,718$447,640$8,446iApproximate average salary by contribution assumption: employee only about $211,151 at 4% or $140,767 at 6%; with 50% employer match about $140,767 at 4% or $93,845 at 6%; with 100% employer match about $105,575 at 4% or $70,384 at 6%.
The Reilly U-Save Plan-53$21,614,718$447,640$8,446iApproximate average salary by contribution assumption: employee only about $211,151 at 4% or $140,767 at 6%; with 50% employer match about $140,767 at 4% or $93,845 at 6%; with 100% employer match about $105,575 at 4% or $70,384 at 6%.
2019148$14,841,157$436,393$9,092iApproximate average salary by contribution assumption: employee only about $227,288 at 4% or $151,525 at 6%; with 50% employer match about $151,525 at 4% or $101,017 at 6%; with 100% employer match about $113,644 at 4% or $75,763 at 6%.
The Reilly U-Save Plan-48$14,841,157$436,393$9,092iApproximate average salary by contribution assumption: employee only about $227,288 at 4% or $151,525 at 6%; with 50% employer match about $151,525 at 4% or $101,017 at 6%; with 100% employer match about $113,644 at 4% or $75,763 at 6%.
2018156$15,828,671$1,363,547$24,349iApproximate average salary by contribution assumption: employee only about $608,726 at 4% or $405,818 at 6%; with 50% employer match about $405,818 at 4% or $270,545 at 6%; with 100% employer match about $304,363 at 4% or $202,909 at 6%.
The Reilly U-Save Plan-56$15,828,671$1,363,547$24,349iApproximate average salary by contribution assumption: employee only about $608,726 at 4% or $405,818 at 6%; with 50% employer match about $405,818 at 4% or $270,545 at 6%; with 100% employer match about $304,363 at 4% or $202,909 at 6%.
2017156$14,657,667$506,863$9,051iApproximate average salary by contribution assumption: employee only about $226,278 at 4% or $150,852 at 6%; with 50% employer match about $150,852 at 4% or $100,568 at 6%; with 100% employer match about $113,139 at 4% or $75,426 at 6%.
The Reilly U-Save Plan-56$14,657,667$506,863$9,051iApproximate average salary by contribution assumption: employee only about $226,278 at 4% or $150,852 at 6%; with 50% employer match about $150,852 at 4% or $100,568 at 6%; with 100% employer match about $113,139 at 4% or $75,426 at 6%.
2016154$12,473,790$481,250$8,912iApproximate average salary by contribution assumption: employee only about $222,801 at 4% or $148,534 at 6%; with 50% employer match about $148,534 at 4% or $99,023 at 6%; with 100% employer match about $111,400 at 4% or $74,267 at 6%.
The Reilly U-Save Plan-54$12,473,790$481,250$8,912iApproximate average salary by contribution assumption: employee only about $222,801 at 4% or $148,534 at 6%; with 50% employer match about $148,534 at 4% or $99,023 at 6%; with 100% employer match about $111,400 at 4% or $74,267 at 6%.
2015151$10,409,427$453,685$8,896iApproximate average salary by contribution assumption: employee only about $222,395 at 4% or $148,263 at 6%; with 50% employer match about $148,263 at 4% or $98,842 at 6%; with 100% employer match about $111,197 at 4% or $74,132 at 6%.
The Reilly U-Save Plan-51$10,409,427$453,685$8,896iApproximate average salary by contribution assumption: employee only about $222,395 at 4% or $148,263 at 6%; with 50% employer match about $148,263 at 4% or $98,842 at 6%; with 100% employer match about $111,197 at 4% or $74,132 at 6%.
2014154$10,354,348$356,004$6,593iApproximate average salary by contribution assumption: employee only about $164,817 at 4% or $109,878 at 6%; with 50% employer match about $109,878 at 4% or $73,252 at 6%; with 100% employer match about $82,408 at 4% or $54,939 at 6%.
The Reilly U-Save Plan-54$10,354,348$356,004$6,593iApproximate average salary by contribution assumption: employee only about $164,817 at 4% or $109,878 at 6%; with 50% employer match about $109,878 at 4% or $73,252 at 6%; with 100% employer match about $82,408 at 4% or $54,939 at 6%.
2013154$10,250,272$289,513$5,361iApproximate average salary by contribution assumption: employee only about $134,034 at 4% or $89,356 at 6%; with 50% employer match about $89,356 at 4% or $59,571 at 6%; with 100% employer match about $67,017 at 4% or $44,678 at 6%.
The Reilly U-Save Plan-54$10,250,272$289,513$5,361iApproximate average salary by contribution assumption: employee only about $134,034 at 4% or $89,356 at 6%; with 50% employer match about $89,356 at 4% or $59,571 at 6%; with 100% employer match about $67,017 at 4% or $44,678 at 6%.
2012155$8,572,465$285,460$5,190iApproximate average salary by contribution assumption: employee only about $129,755 at 4% or $86,503 at 6%; with 50% employer match about $86,503 at 4% or $57,669 at 6%; with 100% employer match about $64,877 at 4% or $43,252 at 6%.
The Reilly U-Save Plan-55$8,572,465$285,460$5,190iApproximate average salary by contribution assumption: employee only about $129,755 at 4% or $86,503 at 6%; with 50% employer match about $86,503 at 4% or $57,669 at 6%; with 100% employer match about $64,877 at 4% or $43,252 at 6%.
2011153$7,672,771$270,167$5,097iApproximate average salary by contribution assumption: employee only about $127,437 at 4% or $84,958 at 6%; with 50% employer match about $84,958 at 4% or $56,639 at 6%; with 100% employer match about $63,719 at 4% or $42,479 at 6%.
The Reilly U-Save Plan-53$7,672,771$270,167$5,097iApproximate average salary by contribution assumption: employee only about $127,437 at 4% or $84,958 at 6%; with 50% employer match about $84,958 at 4% or $56,639 at 6%; with 100% employer match about $63,719 at 4% or $42,479 at 6%.
2010157$7,592,393$274,794$4,821iApproximate average salary by contribution assumption: employee only about $120,524 at 4% or $80,349 at 6%; with 50% employer match about $80,349 at 4% or $53,566 at 6%; with 100% employer match about $60,262 at 4% or $40,175 at 6%.
The Reilly U-Save Plan-57$7,592,393$274,794$4,821iApproximate average salary by contribution assumption: employee only about $120,524 at 4% or $80,349 at 6%; with 50% employer match about $80,349 at 4% or $53,566 at 6%; with 100% employer match about $60,262 at 4% or $40,175 at 6%.
2009159$6,492,370$397,395$6,736iApproximate average salary by contribution assumption: employee only about $168,388 at 4% or $112,258 at 6%; with 50% employer match about $112,258 at 4% or $74,839 at 6%; with 100% employer match about $84,194 at 4% or $56,129 at 6%.
The Reilly U-Save Plan-59$6,492,370$397,395$6,736iApproximate average salary by contribution assumption: employee only about $168,388 at 4% or $112,258 at 6%; with 50% employer match about $112,258 at 4% or $74,839 at 6%; with 100% employer match about $84,194 at 4% or $56,129 at 6%.
2008138$0$0-
The Reilly U-Save Plan-38---
2007133$0$0-
The Reilly U-Save Plan-33---
2006129$5,665,235$334,890$11,548iApproximate average salary by contribution assumption: employee only about $288,698 at 4% or $192,466 at 6%; with 50% employer match about $192,466 at 4% or $128,310 at 6%; with 100% employer match about $144,349 at 4% or $96,233 at 6%.
The Reilly U-Save Plan-29$5,665,235$334,890$11,548iApproximate average salary by contribution assumption: employee only about $288,698 at 4% or $192,466 at 6%; with 50% employer match about $192,466 at 4% or $128,310 at 6%; with 100% employer match about $144,349 at 4% or $96,233 at 6%.
2005131$4,895,244$278,467$8,983iApproximate average salary by contribution assumption: employee only about $224,570 at 4% or $149,713 at 6%; with 50% employer match about $149,713 at 4% or $99,809 at 6%; with 100% employer match about $112,285 at 4% or $74,857 at 6%.
The Reilly U-Save Plan-31$4,895,244$278,467$8,983iApproximate average salary by contribution assumption: employee only about $224,570 at 4% or $149,713 at 6%; with 50% employer match about $149,713 at 4% or $99,809 at 6%; with 100% employer match about $112,285 at 4% or $74,857 at 6%.
2004130$4,080,168$248,846$8,295iApproximate average salary by contribution assumption: employee only about $207,372 at 4% or $138,248 at 6%; with 50% employer match about $138,248 at 4% or $92,165 at 6%; with 100% employer match about $103,686 at 4% or $69,124 at 6%.
The Reilly U-Save Plan-30$4,080,168$248,846$8,295iApproximate average salary by contribution assumption: employee only about $207,372 at 4% or $138,248 at 6%; with 50% employer match about $138,248 at 4% or $92,165 at 6%; with 100% employer match about $103,686 at 4% or $69,124 at 6%.
2003131$0$0-
The Reilly U-Save Plan-31---
2002130$0$0-
The Reilly U-Save Plan-30---
2001130$0$0-
The Reilly U-Save Plan-30---
1999126$2,729,644$207,686$7,988iApproximate average salary by contribution assumption: employee only about $199,698 at 4% or $133,132 at 6%; with 50% employer match about $133,132 at 4% or $88,755 at 6%; with 100% employer match about $99,849 at 4% or $66,566 at 6%.
The Reilly U-Save Plan-26$2,729,644$207,686$7,988iApproximate average salary by contribution assumption: employee only about $199,698 at 4% or $133,132 at 6%; with 50% employer match about $133,132 at 4% or $88,755 at 6%; with 100% employer match about $99,849 at 4% or $66,566 at 6%.