Waldorf School Inc
Plan context: Lexington Waldorf School Tiaa-Cref Retirement Plan Defined Contribution
EIN 04-2574089 • Lexington, MA • 49 filings • 17 plans
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
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 | 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%. |
| 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%. |
| 2023 | 1 | 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%. |
| 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%. |
| 2022 | 2 | 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%. |
| 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 | - |
| 2021 | 1 | 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%. |
| 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%. |
| 2020 | 2 | 81 | $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 | - |
| 2019 | 2 | 82 | $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 | - |
| 2018 | 2 | 79 | $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%. |
| 2017 | 2 | 80 | $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%. |
| 2016 | 2 | 79 | $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%. |
| 2015 | 2 | 79 | $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%. |
| 2014 | 2 | 79 | $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%. |
| 2013 | 2 | 82 | $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%. |
| 2012 | 2 | 85 | $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%. |
| 2011 | 2 | 83 | $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%. |
| 2010 | 2 | 85 | $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%. |
| 2009 | 2 | 87 | $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%. |
| 2008 | 2 | 0 | $0 | $0 | - |
| Lexington Waldorf School Tiaa-Cref Retirement Plan Defined Contribution | - | 0 | - | - | - |
| Waldorf School Tiaa-Cref Tax-Deferred Annuity Plan | - | 0 | - | - | - |
| 2007 | 2 | 0 | $0 | $0 | - |
| Lexington Waldorf School Tiaa-Cref Retirement Plan Defined Contribution | - | 0 | - | - | - |
| Waldorf School Tiaa-Cref Tax-Deferred Annuity Plan | - | 0 | - | - | - |
| 2006 | 2 | 0 | $0 | $0 | - |
| Lexington Waldorf School Tiaa-Cref Retirement Plan Defined Contribution | - | 0 | - | - | - |
| Waldorf School Tiaa-Cref Tax-Deferred Annuity Plan | - | 0 | - | - | - |
| 2005 | 2 | 0 | $0 | $0 | - |
| Lexington Waldorf School Tiaa-Cref Retirement Plan Defined Contribution | - | 0 | - | - | - |
| Waldorf School Tiaa-Cref Tax-Deferred Annuity Plan | - | 0 | - | - | - |
| 2004 | 2 | 0 | $0 | $0 | - |
| Waldorf School Tiaa-Cref Tax-Deferred Annuity Plan | - | 0 | - | - | - |
| Lexington Waldorf School Tiaa-Cref Retirement Plan Defined Contribution | - | 0 | - | - | - |
| 2003 | 2 | 0 | $0 | $0 | - |
| Lexington Waldorf School Tiaa-Cref Retirement Plan Defined Contribution | - | 0 | - | - | - |
| Waldorf School Tiaa-Cref Tax-Deferred Annuity Plan | - | 0 | - | - | - |
| 2002 | 2 | 0 | $0 | $0 | - |
| Lexington Waldorf School Tiaa-Cref Retirement Plan Defined Contribution | - | 0 | - | - | - |
| Waldorf School Tiaa-Cref Tax-Deferred Annuity Plan | - | 0 | - | - | - |
| 2001 | 2 | 0 | $0 | $0 | - |
| Waldorf School Tiaa-Cref Tax-Deferred Annuity Plan | - | 0 | - | - | - |
| Lexington Waldorf School Tiaa-Cref Retirement Plan Defined Contribution | - | 0 | - | - | - |
| 2000 | 2 | 0 | $0 | $0 | - |
| Lexington Waldorf School Tiaa-Cref Retirement Plan Defined Contribution | - | 0 | - | - | - |
| Waldorf School Tiaa-Cref Tax-Deferred Annuity Plan | - | 0 | - | - | - |
| 1999 | 2 | 0 | $0 | $0 | - |
| Lexington Waldorf School Tiaa-Cref Retirement Plan Defined Contribution | - | 0 | - | - | - |
| Waldorf School Tiaa-Cref Tax-Deferred Annuity Plan | - | 0 | - | - | - |