Civic Intelligence

Waldorf School Inc

Plan context: Lexington Waldorf School Tiaa-Cref Retirement Plan Defined Contribution

EIN 04-2574089 • Lexington, MA • 49 filings • 17 plans

739 Massachusetts AvenueLexington, MA 02420-3916
Current Snapshot

Latest Year

2024

2024 Participants

85

2024 Assets

$7,758,643

2024 Contributions

$154,072

Historical Graphs

Total Assets Over Time

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

$8,571,662$4,285,831$0200920172024YearValue
$7,758,643Latest year 2024

Participants Over Time

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

87440200920172024YearValue
85Latest 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
2024185$7,758,643$154,072$1,813iApproximate average salary by contribution assumption: employee only about $45,315 at 4% or $30,210 at 6%; with 50% employer match about $30,210 at 4% or $20,140 at 6%; with 100% employer match about $22,658 at 4% or $15,105 at 6%.
Lexington Waldorf School Tiaa-Cref Retirement Plan Defined Contribution-85$7,758,643$154,072$1,813iApproximate average salary by contribution assumption: employee only about $45,315 at 4% or $30,210 at 6%; with 50% employer match about $30,210 at 4% or $20,140 at 6%; with 100% employer match about $22,658 at 4% or $15,105 at 6%.
2023174$8,060,486$109,372$1,478iApproximate average salary by contribution assumption: employee only about $36,950 at 4% or $24,633 at 6%; with 50% employer match about $24,633 at 4% or $16,422 at 6%; with 100% employer match about $18,475 at 4% or $12,317 at 6%.
Lexington Waldorf School Tiaa-Cref Retirement Plan Defined Contribution-74$8,060,486$109,372$1,478iApproximate average salary by contribution assumption: employee only about $36,950 at 4% or $24,633 at 6%; with 50% employer match about $24,633 at 4% or $16,422 at 6%; with 100% employer match about $18,475 at 4% or $12,317 at 6%.
2022280$7,058,703$106,841$1,336iApproximate average salary by contribution assumption: employee only about $33,388 at 4% or $22,259 at 6%; with 50% employer match about $22,259 at 4% or $14,839 at 6%; with 100% employer match about $16,694 at 4% or $11,129 at 6%.
Lexington Waldorf School Tiaa-Cref Retirement Plan Defined Contribution-80$7,058,703$106,841$1,336iApproximate average salary by contribution assumption: employee only about $33,388 at 4% or $22,259 at 6%; with 50% employer match about $22,259 at 4% or $14,839 at 6%; with 100% employer match about $16,694 at 4% or $11,129 at 6%.
Waldorf School Tiaa-Cref Tax-Deferred Annuity Plan-0$0$0-
2021176$8,571,662$73,436$966iApproximate average salary by contribution assumption: employee only about $24,157 at 4% or $16,104 at 6%; with 50% employer match about $16,104 at 4% or $10,736 at 6%; with 100% employer match about $12,078 at 4% or $8,052 at 6%.
Lexington Waldorf School Tiaa-Cref Retirement Plan Defined Contribution-76$8,571,662$73,436$966iApproximate average salary by contribution assumption: employee only about $24,157 at 4% or $16,104 at 6%; with 50% employer match about $16,104 at 4% or $10,736 at 6%; with 100% employer match about $12,078 at 4% or $8,052 at 6%.
2020281$8,269,837$807,283$9,966iApproximate average salary by contribution assumption: employee only about $249,161 at 4% or $166,108 at 6%; with 50% employer match about $166,108 at 4% or $110,738 at 6%; with 100% employer match about $124,581 at 4% or $83,054 at 6%.
Lexington Waldorf School Tiaa-Cref Retirement Plan Defined Contribution-81$4,918,809$807,283$9,966iApproximate average salary by contribution assumption: employee only about $249,161 at 4% or $166,108 at 6%; with 50% employer match about $166,108 at 4% or $110,738 at 6%; with 100% employer match about $124,581 at 4% or $83,054 at 6%.
Waldorf School Tiaa-Cref Tax-Deferred Annuity Plan-36$3,351,028$0-
2019282$6,560,182$245,827$2,998iApproximate average salary by contribution assumption: employee only about $74,947 at 4% or $49,965 at 6%; with 50% employer match about $49,965 at 4% or $33,310 at 6%; with 100% employer match about $37,474 at 4% or $24,982 at 6%.
Lexington Waldorf School Tiaa-Cref Retirement Plan Defined Contribution-82$3,662,450$245,827$2,998iApproximate average salary by contribution assumption: employee only about $74,947 at 4% or $49,965 at 6%; with 50% employer match about $49,965 at 4% or $33,310 at 6%; with 100% employer match about $37,474 at 4% or $24,982 at 6%.
Waldorf School Tiaa-Cref Tax-Deferred Annuity Plan-36$2,897,732$0-
2018279$5,370,835$283,177$3,585iApproximate average salary by contribution assumption: employee only about $89,613 at 4% or $59,742 at 6%; with 50% employer match about $59,742 at 4% or $39,828 at 6%; with 100% employer match about $44,806 at 4% or $29,871 at 6%.
Lexington Waldorf School Tiaa-Cref Retirement Plan Defined Contribution-79$2,949,178$116,764$1,478iApproximate average salary by contribution assumption: employee only about $36,951 at 4% or $24,634 at 6%; with 50% employer match about $24,634 at 4% or $16,423 at 6%; with 100% employer match about $18,475 at 4% or $12,317 at 6%.
Waldorf School Tiaa-Cref Tax-Deferred Annuity Plan-38$2,421,657$166,413$4,379iApproximate average salary by contribution assumption: employee only about $109,482 at 4% or $72,988 at 6%; with 50% employer match about $72,988 at 4% or $48,659 at 6%; with 100% employer match about $54,741 at 4% or $36,494 at 6%.
2017280$5,424,561$209,458$2,618iApproximate average salary by contribution assumption: employee only about $65,456 at 4% or $43,637 at 6%; with 50% employer match about $43,637 at 4% or $29,091 at 6%; with 100% employer match about $32,728 at 4% or $21,819 at 6%.
Lexington Waldorf School Tiaa-Cref Retirement Plan Defined Contribution-80$3,008,359$71,983$900iApproximate average salary by contribution assumption: employee only about $22,495 at 4% or $14,996 at 6%; with 50% employer match about $14,996 at 4% or $9,998 at 6%; with 100% employer match about $11,247 at 4% or $7,498 at 6%.
Waldorf School Tiaa-Cref Tax-Deferred Annuity Plan-38$2,416,202$137,475$3,618iApproximate average salary by contribution assumption: employee only about $90,444 at 4% or $60,296 at 6%; with 50% employer match about $60,296 at 4% or $40,197 at 6%; with 100% employer match about $45,222 at 4% or $30,148 at 6%.
2016279$4,799,712$136,848$1,732iApproximate average salary by contribution assumption: employee only about $43,306 at 4% or $28,871 at 6%; with 50% employer match about $28,871 at 4% or $19,247 at 6%; with 100% employer match about $21,653 at 4% or $14,435 at 6%.
Lexington Waldorf School Tiaa-Cref Retirement Plan Defined Contribution-79$2,756,902$57,695$730iApproximate average salary by contribution assumption: employee only about $18,258 at 4% or $12,172 at 6%; with 50% employer match about $12,172 at 4% or $8,115 at 6%; with 100% employer match about $9,129 at 4% or $6,086 at 6%.
Waldorf School Tiaa-Cref Tax-Deferred Annuity Plan-39$2,042,810$79,153$2,030iApproximate average salary by contribution assumption: employee only about $50,739 at 4% or $33,826 at 6%; with 50% employer match about $33,826 at 4% or $22,551 at 6%; with 100% employer match about $25,370 at 4% or $16,913 at 6%.
2015279$4,860,781$115,251$1,459iApproximate average salary by contribution assumption: employee only about $36,472 at 4% or $24,315 at 6%; with 50% employer match about $24,315 at 4% or $16,210 at 6%; with 100% employer match about $18,236 at 4% or $12,157 at 6%.
Lexington Waldorf School Tiaa-Cref Retirement Plan Defined Contribution-79$2,858,129$26,595$337iApproximate average salary by contribution assumption: employee only about $8,416 at 4% or $5,611 at 6%; with 50% employer match about $5,611 at 4% or $3,741 at 6%; with 100% employer match about $4,208 at 4% or $2,805 at 6%.
Waldorf School Tiaa-Cref Tax-Deferred Annuity Plan-37$2,002,652$88,656$2,396iApproximate average salary by contribution assumption: employee only about $59,903 at 4% or $39,935 at 6%; with 50% employer match about $39,935 at 4% or $26,623 at 6%; with 100% employer match about $29,951 at 4% or $19,968 at 6%.
2014279$4,761,935$83,855$1,061iApproximate average salary by contribution assumption: employee only about $26,536 at 4% or $17,691 at 6%; with 50% employer match about $17,691 at 4% or $11,794 at 6%; with 100% employer match about $13,268 at 4% or $8,845 at 6%.
Lexington Waldorf School Tiaa-Cref Retirement Plan Defined Contribution-79$2,855,620--
Waldorf School Tiaa-Cref Tax-Deferred Annuity Plan-38$1,906,315$83,855$2,207iApproximate average salary by contribution assumption: employee only about $55,168 at 4% or $36,779 at 6%; with 50% employer match about $36,779 at 4% or $24,519 at 6%; with 100% employer match about $27,584 at 4% or $18,389 at 6%.
2013282$4,420,069$187,133$2,282iApproximate average salary by contribution assumption: employee only about $57,053 at 4% or $38,035 at 6%; with 50% employer match about $38,035 at 4% or $25,357 at 6%; with 100% employer match about $28,526 at 4% or $19,018 at 6%.
Lexington Waldorf School Tiaa-Cref Retirement Plan Defined Contribution-82$2,717,643$38,691$472iApproximate average salary by contribution assumption: employee only about $11,796 at 4% or $7,864 at 6%; with 50% employer match about $7,864 at 4% or $5,243 at 6%; with 100% employer match about $5,898 at 4% or $3,932 at 6%.
Waldorf School Tiaa-Cref Tax-Deferred Annuity Plan-37$1,702,426$148,442$4,012iApproximate average salary by contribution assumption: employee only about $100,299 at 4% or $66,866 at 6%; with 50% employer match about $66,866 at 4% or $44,577 at 6%; with 100% employer match about $50,149 at 4% or $33,433 at 6%.
2012285$3,926,111$191,573$2,254iApproximate average salary by contribution assumption: employee only about $56,345 at 4% or $37,563 at 6%; with 50% employer match about $37,563 at 4% or $25,042 at 6%; with 100% employer match about $28,173 at 4% or $18,782 at 6%.
Lexington Waldorf School Tiaa-Cref Retirement Plan Defined Contribution-85$2,378,754$76,643$902iApproximate average salary by contribution assumption: employee only about $22,542 at 4% or $15,028 at 6%; with 50% employer match about $15,028 at 4% or $10,019 at 6%; with 100% employer match about $11,271 at 4% or $7,514 at 6%.
Waldorf School Tiaa-Cref Tax-Deferred Annuity Plan-37$1,547,357$114,930$3,106iApproximate average salary by contribution assumption: employee only about $77,655 at 4% or $51,770 at 6%; with 50% employer match about $51,770 at 4% or $34,514 at 6%; with 100% employer match about $38,828 at 4% or $25,885 at 6%.
2011283$3,421,857$267,921$3,228iApproximate average salary by contribution assumption: employee only about $80,699 at 4% or $53,799 at 6%; with 50% employer match about $53,799 at 4% or $35,866 at 6%; with 100% employer match about $40,350 at 4% or $26,900 at 6%.
Lexington Waldorf School Tiaa-Cref Retirement Plan Defined Contribution-83$2,118,472$167,031$2,012iApproximate average salary by contribution assumption: employee only about $50,311 at 4% or $33,540 at 6%; with 50% employer match about $33,540 at 4% or $22,360 at 6%; with 100% employer match about $25,155 at 4% or $16,770 at 6%.
Waldorf School Tiaa-Cref Tax-Deferred Annuity Plan-38$1,303,385$100,890$2,655iApproximate average salary by contribution assumption: employee only about $66,375 at 4% or $44,250 at 6%; with 50% employer match about $44,250 at 4% or $29,500 at 6%; with 100% employer match about $33,188 at 4% or $22,125 at 6%.
2010285$3,364,474$225,112$2,648iApproximate average salary by contribution assumption: employee only about $66,209 at 4% or $44,140 at 6%; with 50% employer match about $44,140 at 4% or $29,426 at 6%; with 100% employer match about $33,105 at 4% or $22,070 at 6%.
Lexington Waldorf School Tiaa-Cref Retirement Plan Defined Contribution-85$2,153,703$137,898$1,622iApproximate average salary by contribution assumption: employee only about $40,558 at 4% or $27,039 at 6%; with 50% employer match about $27,039 at 4% or $18,026 at 6%; with 100% employer match about $20,279 at 4% or $13,519 at 6%.
Waldorf School Tiaa-Cref Tax-Deferred Annuity Plan-36$1,210,771$87,214$2,423iApproximate average salary by contribution assumption: employee only about $60,565 at 4% or $40,377 at 6%; with 50% employer match about $40,377 at 4% or $26,918 at 6%; with 100% employer match about $30,283 at 4% or $20,188 at 6%.
2009287$2,915,687$296,627$3,410iApproximate average salary by contribution assumption: employee only about $85,238 at 4% or $56,825 at 6%; with 50% employer match about $56,825 at 4% or $37,883 at 6%; with 100% employer match about $42,619 at 4% or $28,413 at 6%.
Lexington Waldorf School Tiaa-Cref Retirement Plan Defined Contribution-87$1,907,082$219,710$2,525iApproximate average salary by contribution assumption: employee only about $63,135 at 4% or $42,090 at 6%; with 50% employer match about $42,090 at 4% or $28,060 at 6%; with 100% employer match about $31,568 at 4% or $21,045 at 6%.
Waldorf School Tiaa-Cref Tax-Deferred Annuity Plan-38$1,008,605$76,917$2,024iApproximate average salary by contribution assumption: employee only about $50,603 at 4% or $33,736 at 6%; with 50% employer match about $33,736 at 4% or $22,490 at 6%; with 100% employer match about $25,302 at 4% or $16,868 at 6%.
200820$0$0-
Lexington Waldorf School Tiaa-Cref Retirement Plan Defined Contribution-0---
Waldorf School Tiaa-Cref Tax-Deferred Annuity Plan-0---
200720$0$0-
Lexington Waldorf School Tiaa-Cref Retirement Plan Defined Contribution-0---
Waldorf School Tiaa-Cref Tax-Deferred Annuity Plan-0---
200620$0$0-
Lexington Waldorf School Tiaa-Cref Retirement Plan Defined Contribution-0---
Waldorf School Tiaa-Cref Tax-Deferred Annuity Plan-0---
200520$0$0-
Lexington Waldorf School Tiaa-Cref Retirement Plan Defined Contribution-0---
Waldorf School Tiaa-Cref Tax-Deferred Annuity Plan-0---
200420$0$0-
Waldorf School Tiaa-Cref Tax-Deferred Annuity Plan-0---
Lexington Waldorf School Tiaa-Cref Retirement Plan Defined Contribution-0---
200320$0$0-
Lexington Waldorf School Tiaa-Cref Retirement Plan Defined Contribution-0---
Waldorf School Tiaa-Cref Tax-Deferred Annuity Plan-0---
200220$0$0-
Lexington Waldorf School Tiaa-Cref Retirement Plan Defined Contribution-0---
Waldorf School Tiaa-Cref Tax-Deferred Annuity Plan-0---
200120$0$0-
Waldorf School Tiaa-Cref Tax-Deferred Annuity Plan-0---
Lexington Waldorf School Tiaa-Cref Retirement Plan Defined Contribution-0---
200020$0$0-
Lexington Waldorf School Tiaa-Cref Retirement Plan Defined Contribution-0---
Waldorf School Tiaa-Cref Tax-Deferred Annuity Plan-0---
199920$0$0-
Lexington Waldorf School Tiaa-Cref Retirement Plan Defined Contribution-0---
Waldorf School Tiaa-Cref Tax-Deferred Annuity Plan-0---