Edith Wharton Restoration Inc
Plan context: Edith Wharton Restoration Defined Contribution Retirement Plan
EIN 04-2666846 • Lenox, MA • 48 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
24
2024 Assets
$882,029
2024 Contributions
$68,961
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 | 2 | 24 | $882,029 | $68,961 | $2,873iApproximate average salary by contribution assumption: employee only about $71,834 at 4% or $47,890 at 6%; with 50% employer match about $47,890 at 4% or $31,926 at 6%; with 100% employer match about $35,917 at 4% or $23,945 at 6%. |
| Edith Wharton Restoration Defined Contribution Retirement Plan | - | 24 | $508,823 | $37,907 | $1,579iApproximate average salary by contribution assumption: employee only about $39,486 at 4% or $26,324 at 6%; with 50% employer match about $26,324 at 4% or $17,550 at 6%; with 100% employer match about $19,743 at 4% or $13,162 at 6%. |
| Edith Wharton Restoration Tax Deferred Annuity Plan | - | 20 | $373,206 | $31,054 | $1,553iApproximate average salary by contribution assumption: employee only about $38,818 at 4% or $25,878 at 6%; with 50% employer match about $25,878 at 4% or $17,252 at 6%; with 100% employer match about $19,409 at 4% or $12,939 at 6%. |
| 2023 | 2 | 22 | $782,094 | $52,799 | $2,400iApproximate average salary by contribution assumption: employee only about $59,999 at 4% or $39,999 at 6%; with 50% employer match about $39,999 at 4% or $26,666 at 6%; with 100% employer match about $29,999 at 4% or $20,000 at 6%. |
| Edith Wharton Restoration Defined Contribution Retirement Plan | - | 22 | $475,473 | $31,986 | $1,454iApproximate average salary by contribution assumption: employee only about $36,348 at 4% or $24,232 at 6%; with 50% employer match about $24,232 at 4% or $16,155 at 6%; with 100% employer match about $18,174 at 4% or $12,116 at 6%. |
| Edith Wharton Restoration Tax Deferred Annuity Plan | - | 19 | $306,621 | $20,813 | $1,095iApproximate average salary by contribution assumption: employee only about $27,386 at 4% or $18,257 at 6%; with 50% employer match about $18,257 at 4% or $12,171 at 6%; with 100% employer match about $13,693 at 4% or $9,129 at 6%. |
| 2022 | 2 | 22 | $646,760 | $47,523 | $2,160iApproximate average salary by contribution assumption: employee only about $54,003 at 4% or $36,002 at 6%; with 50% employer match about $36,002 at 4% or $24,002 at 6%; with 100% employer match about $27,002 at 4% or $18,001 at 6%. |
| Edith Wharton Restoration Defined Contribution Retirement Plan | - | 22 | $397,852 | $29,068 | $1,321iApproximate average salary by contribution assumption: employee only about $33,032 at 4% or $22,021 at 6%; with 50% employer match about $22,021 at 4% or $14,681 at 6%; with 100% employer match about $16,516 at 4% or $11,011 at 6%. |
| Edith Wharton Restoration Tax Deferred Annuity Plan | - | 20 | $248,908 | $18,455 | $923iApproximate average salary by contribution assumption: employee only about $23,069 at 4% or $15,379 at 6%; with 50% employer match about $15,379 at 4% or $10,253 at 6%; with 100% employer match about $11,534 at 4% or $7,690 at 6%. |
| 2021 | 2 | 20 | $799,744 | $164,036 | $8,202iApproximate average salary by contribution assumption: employee only about $205,045 at 4% or $136,697 at 6%; with 50% employer match about $136,697 at 4% or $91,131 at 6%; with 100% employer match about $102,522 at 4% or $68,348 at 6%. |
| Edith Wharton Restoration Defined Contribution Retirement Plan | - | 20 | $475,533 | $137,512 | $6,876iApproximate average salary by contribution assumption: employee only about $171,890 at 4% or $114,593 at 6%; with 50% employer match about $114,593 at 4% or $76,396 at 6%; with 100% employer match about $85,945 at 4% or $57,297 at 6%. |
| Edith Wharton Restoration Tax Deferred Annuity Plan | - | 17 | $324,211 | $26,524 | $1,560iApproximate average salary by contribution assumption: employee only about $39,006 at 4% or $26,004 at 6%; with 50% employer match about $26,004 at 4% or $17,336 at 6%; with 100% employer match about $19,503 at 4% or $13,002 at 6%. |
| 2020 | 2 | 17 | $574,704 | $75,009 | $4,412iApproximate average salary by contribution assumption: employee only about $110,307 at 4% or $73,538 at 6%; with 50% employer match about $73,538 at 4% or $49,025 at 6%; with 100% employer match about $55,154 at 4% or $36,769 at 6%. |
| Edith Wharton Restoration Defined Contribution Retirement Plan | - | 17 | $301,545 | $24,315 | $1,430iApproximate average salary by contribution assumption: employee only about $35,757 at 4% or $23,838 at 6%; with 50% employer match about $23,838 at 4% or $15,892 at 6%; with 100% employer match about $17,879 at 4% or $11,919 at 6%. |
| Edith Wharton Restoration Tax Deferred Annuity Plan | - | 14 | $273,159 | $50,694 | $3,621iApproximate average salary by contribution assumption: employee only about $90,525 at 4% or $60,350 at 6%; with 50% employer match about $60,350 at 4% or $40,233 at 6%; with 100% employer match about $45,263 at 4% or $30,175 at 6%. |
| 2019 | 2 | 15 | $435,259 | $61,952 | $4,130iApproximate average salary by contribution assumption: employee only about $103,253 at 4% or $68,836 at 6%; with 50% employer match about $68,836 at 4% or $45,890 at 6%; with 100% employer match about $51,627 at 4% or $34,418 at 6%. |
| Edith Wharton Restoration Defined Contribution Retirement Plan | - | 15 | $244,629 | $19,920 | $1,328iApproximate average salary by contribution assumption: employee only about $33,200 at 4% or $22,133 at 6%; with 50% employer match about $22,133 at 4% or $14,756 at 6%; with 100% employer match about $16,600 at 4% or $11,067 at 6%. |
| Edith Wharton Restoration Tax Deferred Annuity Plan | - | 12 | $190,630 | $42,032 | $3,503iApproximate average salary by contribution assumption: employee only about $87,567 at 4% or $58,378 at 6%; with 50% employer match about $58,378 at 4% or $38,919 at 6%; with 100% employer match about $43,783 at 4% or $29,189 at 6%. |
| 2018 | 2 | 13 | $373,163 | $31,731 | $2,441iApproximate average salary by contribution assumption: employee only about $61,021 at 4% or $40,681 at 6%; with 50% employer match about $40,681 at 4% or $27,121 at 6%; with 100% employer match about $30,511 at 4% or $20,340 at 6%. |
| Edith Wharton Restoration Defined Contribution Retirement Plan | - | 13 | $207,576 | $18,637 | $1,434iApproximate average salary by contribution assumption: employee only about $35,840 at 4% or $23,894 at 6%; with 50% employer match about $23,894 at 4% or $15,929 at 6%; with 100% employer match about $17,920 at 4% or $11,947 at 6%. |
| Edith Wharton Restoration Tax Deferred Annuity Plan | - | 10 | $165,587 | $13,094 | $1,309iApproximate average salary by contribution assumption: employee only about $32,735 at 4% or $21,823 at 6%; with 50% employer match about $21,823 at 4% or $14,549 at 6%; with 100% employer match about $16,368 at 4% or $10,912 at 6%. |
| 2017 | 2 | 14 | $369,501 | $35,746 | $2,553iApproximate average salary by contribution assumption: employee only about $63,832 at 4% or $42,555 at 6%; with 50% employer match about $42,555 at 4% or $28,370 at 6%; with 100% employer match about $31,916 at 4% or $21,277 at 6%. |
| Edith Wharton Restoration Defined Contribution Retirement Plan | - | 14 | $202,067 | $18,748 | $1,339iApproximate average salary by contribution assumption: employee only about $33,479 at 4% or $22,319 at 6%; with 50% employer match about $22,319 at 4% or $14,879 at 6%; with 100% employer match about $16,739 at 4% or $11,160 at 6%. |
| Edith Wharton Restoration Tax Deferred Annuity Plan | - | 10 | $167,434 | $16,998 | $1,700iApproximate average salary by contribution assumption: employee only about $42,495 at 4% or $28,330 at 6%; with 50% employer match about $28,330 at 4% or $18,887 at 6%; with 100% employer match about $21,248 at 4% or $14,165 at 6%. |
| 2016 | 2 | 12 | $294,183 | $31,625 | $2,635iApproximate average salary by contribution assumption: employee only about $65,885 at 4% or $43,924 at 6%; with 50% employer match about $43,924 at 4% or $29,282 at 6%; with 100% employer match about $32,943 at 4% or $21,962 at 6%. |
| Edith Wharton Restoration Defined Contribution Retirement Plan | - | 12 | $162,636 | $19,448 | $1,621iApproximate average salary by contribution assumption: employee only about $40,517 at 4% or $27,011 at 6%; with 50% employer match about $27,011 at 4% or $18,007 at 6%; with 100% employer match about $20,258 at 4% or $13,506 at 6%. |
| Edith Wharton Restoration Tax Deferred Annuity Plan | - | 8 | $131,547 | $12,177 | $1,522iApproximate average salary by contribution assumption: employee only about $38,053 at 4% or $25,369 at 6%; with 50% employer match about $25,369 at 4% or $16,913 at 6%; with 100% employer match about $19,027 at 4% or $12,684 at 6%. |
| 2015 | 2 | 13 | $259,948 | $16,329 | $1,256iApproximate average salary by contribution assumption: employee only about $31,402 at 4% or $20,935 at 6%; with 50% employer match about $20,935 at 4% or $13,956 at 6%; with 100% employer match about $15,701 at 4% or $10,467 at 6%. |
| Edith Wharton Restoration Defined Contribution Retirement Plan | - | 13 | $146,923 | $10,039 | $772iApproximate average salary by contribution assumption: employee only about $19,306 at 4% or $12,871 at 6%; with 50% employer match about $12,871 at 4% or $8,580 at 6%; with 100% employer match about $9,653 at 4% or $6,435 at 6%. |
| Edith Wharton Restoration Tax Deferred Annuity Plan | - | 10 | $113,025 | $6,290 | $629iApproximate average salary by contribution assumption: employee only about $15,725 at 4% or $10,483 at 6%; with 50% employer match about $10,483 at 4% or $6,989 at 6%; with 100% employer match about $7,863 at 4% or $5,242 at 6%. |
| 2014 | 2 | 12 | $249,704 | $19,315 | $1,610iApproximate average salary by contribution assumption: employee only about $40,240 at 4% or $26,826 at 6%; with 50% employer match about $26,826 at 4% or $17,884 at 6%; with 100% employer match about $20,120 at 4% or $13,413 at 6%. |
| Edith Wharton Restoration Defined Contribution Retirement Plan | - | 12 | $144,253 | $14,597 | $1,216iApproximate average salary by contribution assumption: employee only about $30,410 at 4% or $20,274 at 6%; with 50% employer match about $20,274 at 4% or $13,516 at 6%; with 100% employer match about $15,205 at 4% or $10,137 at 6%. |
| Edith Wharton Restoration Tax Deferred Annuity Plan | - | 8 | $105,451 | $4,718 | $590iApproximate average salary by contribution assumption: employee only about $14,744 at 4% or $9,829 at 6%; with 50% employer match about $9,829 at 4% or $6,553 at 6%; with 100% employer match about $7,372 at 4% or $4,915 at 6%. |
| 2013 | 2 | 9 | $230,502 | $15,515 | $1,724iApproximate average salary by contribution assumption: employee only about $43,097 at 4% or $28,731 at 6%; with 50% employer match about $28,731 at 4% or $19,154 at 6%; with 100% employer match about $21,549 at 4% or $14,366 at 6%. |
| Edith Wharton Restoration Defined Contribution Retirement Plan | - | 9 | $135,970 | $11,466 | $1,274iApproximate average salary by contribution assumption: employee only about $31,850 at 4% or $21,233 at 6%; with 50% employer match about $21,233 at 4% or $14,156 at 6%; with 100% employer match about $15,925 at 4% or $10,617 at 6%. |
| Edith Wharton Restoration Tax Deferred Annuity Plan | - | 4 | $94,532 | $4,049 | $1,012iApproximate average salary by contribution assumption: employee only about $25,306 at 4% or $16,871 at 6%; with 50% employer match about $16,871 at 4% or $11,247 at 6%; with 100% employer match about $12,653 at 4% or $8,435 at 6%. |
| 2012 | 2 | 13 | $234,204 | $10,325 | $794iApproximate average salary by contribution assumption: employee only about $19,856 at 4% or $13,237 at 6%; with 50% employer match about $13,237 at 4% or $8,825 at 6%; with 100% employer match about $9,928 at 4% or $6,619 at 6%. |
| Edith Wharton Restoration Tax Deferred Annuity Plan | - | 4 | $119,883 | $2,069 | $517iApproximate average salary by contribution assumption: employee only about $12,931 at 4% or $8,621 at 6%; with 50% employer match about $8,621 at 4% or $5,747 at 6%; with 100% employer match about $6,466 at 4% or $4,310 at 6%. |
| Edith Wharton Restoration Defined Contribution Retirement Plan | - | 13 | $114,321 | $8,256 | $635iApproximate average salary by contribution assumption: employee only about $15,877 at 4% or $10,585 at 6%; with 50% employer match about $10,585 at 4% or $7,056 at 6%; with 100% employer match about $7,938 at 4% or $5,292 at 6%. |
| 2011 | 2 | 10 | $216,747 | $8,005 | $801iApproximate average salary by contribution assumption: employee only about $20,013 at 4% or $13,342 at 6%; with 50% employer match about $13,342 at 4% or $8,894 at 6%; with 100% employer match about $10,006 at 4% or $6,671 at 6%. |
| Edith Wharton Restoration Tax Deferred Annuity Plan | - | 2 | $108,818 | $1,300 | $650iApproximate average salary by contribution assumption: employee only about $16,250 at 4% or $10,833 at 6%; with 50% employer match about $10,833 at 4% or $7,222 at 6%; with 100% employer match about $8,125 at 4% or $5,417 at 6%. |
| Edith Wharton Restoration Defined Contribution Retirement Plan | - | 10 | $107,929 | $6,705 | $671iApproximate average salary by contribution assumption: employee only about $16,763 at 4% or $11,175 at 6%; with 50% employer match about $11,175 at 4% or $7,450 at 6%; with 100% employer match about $8,381 at 4% or $5,588 at 6%. |
| 2010 | 2 | 17 | $204,066 | $10,913 | $642iApproximate average salary by contribution assumption: employee only about $16,049 at 4% or $10,699 at 6%; with 50% employer match about $10,699 at 4% or $7,133 at 6%; with 100% employer match about $8,024 at 4% or $5,350 at 6%. |
| Edith Wharton Restoration Tax Deferred Annuity Plan | - | 9 | $103,385 | $1,350 | $150iApproximate average salary by contribution assumption: employee only about $3,750 at 4% or $2,500 at 6%; with 50% employer match about $2,500 at 4% or $1,667 at 6%; with 100% employer match about $1,875 at 4% or $1,250 at 6%. |
| Edith Wharton Restoration Defined Contribution Retirement Plan | - | 17 | $100,681 | $9,563 | $563iApproximate average salary by contribution assumption: employee only about $14,063 at 4% or $9,375 at 6%; with 50% employer match about $9,375 at 4% or $6,250 at 6%; with 100% employer match about $7,032 at 4% or $4,688 at 6%. |
| 2009 | 2 | 20 | $179,630 | $10,694 | $535iApproximate average salary by contribution assumption: employee only about $13,368 at 4% or $8,912 at 6%; with 50% employer match about $8,912 at 4% or $5,941 at 6%; with 100% employer match about $6,684 at 4% or $4,456 at 6%. |
| Edith Wharton Restoration Tax Deferred Annuity Plan | - | 10 | $95,291 | $1,710 | $171iApproximate average salary by contribution assumption: employee only about $4,275 at 4% or $2,850 at 6%; with 50% employer match about $2,850 at 4% or $1,900 at 6%; with 100% employer match about $2,138 at 4% or $1,425 at 6%. |
| Edith Wharton Restoration Defined Contribution Retirement Plan | - | 20 | $84,339 | $8,984 | $449iApproximate average salary by contribution assumption: employee only about $11,230 at 4% or $7,487 at 6%; with 50% employer match about $7,487 at 4% or $4,991 at 6%; with 100% employer match about $5,615 at 4% or $3,743 at 6%. |
| 2008 | 2 | 0 | $0 | $0 | - |
| Edith Wharton Restoration Defined Contribution Retirement Plan | - | 0 | - | - | - |
| Edith Wharton Restoration Tax Deferred Annuity Plan | - | 0 | - | - | - |
| 2007 | 2 | 0 | $0 | $0 | - |
| Edith Wharton Restoration Defined Contribution Retirement Plan | - | 0 | - | - | - |
| Edith Wharton Restoration Tax Deferred Annuity Plan | - | 0 | - | - | - |
| 2006 | 2 | 0 | $0 | $0 | - |
| Edith Wharton Restoration Tax Deferred Annuity Plan | - | 0 | - | - | - |
| Edith Wharton Restoration Defined Contribution Retirement Plan | - | 0 | - | - | - |
| 2004 | 2 | 0 | $0 | $0 | - |
| Edith Wharton Restoration Tax Deferred Annuity Plan | - | 0 | - | - | - |
| Edith Wharton Restoration Defined Contribution Retirement Plan | - | 0 | - | - | - |
| 2003 | 2 | 0 | $0 | $0 | - |
| Edith Wharton Restoration Tax Deferred Annuity Plan | - | 0 | - | - | - |
| Edith Wharton Restoration Defined Contribution Retirement Plan | - | 0 | - | - | - |
| 2002 | 2 | 0 | $0 | $0 | - |
| Edith Wharton Restoration Tax Deferred Annuity Plan | - | 0 | - | - | - |
| Edith Wharton Restoration Defined Contribution Retirement Plan | - | 0 | - | - | - |
| 2001 | 2 | 0 | $0 | $0 | - |
| Edith Wharton Restoration Tax Deferred Annuity Plan | - | 0 | - | - | - |
| Edith Wharton Restoration Defined Contribution Retirement Plan | - | 0 | - | - | - |
| 2000 | 2 | 0 | $0 | $0 | - |
| Edith Wharton Restoration Tax Deferred Annuity Plan | - | 0 | - | - | - |
| Edith Wharton Restoration Defined Contribution Retirement Plan | - | 0 | - | - | - |