Civic Intelligence

YAWKEY FOUNDATION II

Plan context: YAWKEY FOUNDATION II DEFINED BENEFIT PENSION PLAN

EIN 04-2768239 • Westwood, MA • 14 filings • 4 plans

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100 Lowder Brook Dr Ste 2800Westwood, MA 02090-1185
Current Snapshot

Latest Year

2025

2025 Participants

14

2025 Assets

$5,724,339

2025 Contributions

$838,742

Historical Graphs

Total Assets Over Time

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

$7,391,164$3,695,582$0201920222025YearValue
$5,724,339Latest year 2025

Participants Over Time

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

1470201920222025YearValue
14Latest year 2025

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
2025214$5,724,339$838,742$59,910iApproximate average salary by contribution assumption: employee only about $1,497,754 at 4% or $998,502 at 6%; with 50% employer match about $998,502 at 4% or $665,668 at 6%; with 100% employer match about $748,877 at 4% or $499,251 at 6%.
YAWKEY FOUNDATION II DEFINED BENEFIT PENSION PLAN-14$4,043,435$189,940$13,567iApproximate average salary by contribution assumption: employee only about $339,179 at 4% or $226,119 at 6%; with 50% employer match about $226,119 at 4% or $150,746 at 6%; with 100% employer match about $169,589 at 4% or $113,060 at 6%.
YAWKEY FOUNDATION II DEFINED CONTRIBUTION PENSION PLAN-9$1,680,904$648,802$72,089iApproximate average salary by contribution assumption: employee only about $1,802,228 at 4% or $1,201,485 at 6%; with 50% employer match about $1,201,485 at 4% or $800,990 at 6%; with 100% employer match about $901,114 at 4% or $600,743 at 6%.
2024213$6,253,673$1,013,340$77,949iApproximate average salary by contribution assumption: employee only about $1,948,731 at 4% or $1,299,154 at 6%; with 50% employer match about $1,299,154 at 4% or $866,103 at 6%; with 100% employer match about $974,365 at 4% or $649,577 at 6%.
YAWKEY FOUNDATION II DEFINED BENEFIT PENSION PLAN-13$3,273,171$347,060$26,697iApproximate average salary by contribution assumption: employee only about $667,423 at 4% or $444,949 at 6%; with 50% employer match about $444,949 at 4% or $296,632 at 6%; with 100% employer match about $333,712 at 4% or $222,474 at 6%.
YAWKEY FOUNDATION II DEFINED CONTRIBUTION PENSION PLAN-9$2,980,502$666,280$74,031iApproximate average salary by contribution assumption: employee only about $1,850,778 at 4% or $1,233,852 at 6%; with 50% employer match about $1,233,852 at 4% or $822,568 at 6%; with 100% employer match about $925,389 at 4% or $616,926 at 6%.
2023212$7,391,164$1,007,900$83,992iApproximate average salary by contribution assumption: employee only about $2,099,792 at 4% or $1,399,861 at 6%; with 50% employer match about $1,399,861 at 4% or $933,241 at 6%; with 100% employer match about $1,049,896 at 4% or $699,931 at 6%.
YAWKEY FOUNDATION II DEFINED BENEFIT PENSION PLAN-12$4,127,184$346,620$28,885iApproximate average salary by contribution assumption: employee only about $722,125 at 4% or $481,417 at 6%; with 50% employer match about $481,417 at 4% or $320,944 at 6%; with 100% employer match about $361,063 at 4% or $240,708 at 6%.
YAWKEY FOUNDATION II DEFINED CONTRIBUTION PENSION PLAN-9$3,263,980$661,280$73,476iApproximate average salary by contribution assumption: employee only about $1,836,889 at 4% or $1,224,593 at 6%; with 50% employer match about $1,224,593 at 4% or $816,395 at 6%; with 100% employer match about $918,444 at 4% or $612,296 at 6%.
2022212$5,746,022$937,940$78,162iApproximate average salary by contribution assumption: employee only about $1,954,042 at 4% or $1,302,694 at 6%; with 50% employer match about $1,302,694 at 4% or $868,463 at 6%; with 100% employer match about $977,021 at 4% or $651,347 at 6%.
YAWKEY FOUNDATION II DEFINED BENEFIT PENSION PLAN-12$3,253,051$344,840$28,737iApproximate average salary by contribution assumption: employee only about $718,417 at 4% or $478,944 at 6%; with 50% employer match about $478,944 at 4% or $319,296 at 6%; with 100% employer match about $359,208 at 4% or $239,472 at 6%.
YAWKEY FOUNDATION II DEFINED CONTRIBUTION PENSION PLAN-9$2,492,971$593,100$65,900iApproximate average salary by contribution assumption: employee only about $1,647,500 at 4% or $1,098,333 at 6%; with 50% employer match about $1,098,333 at 4% or $732,222 at 6%; with 100% employer match about $823,750 at 4% or $549,167 at 6%.
2021211$6,187,054$913,750$83,068iApproximate average salary by contribution assumption: employee only about $2,076,705 at 4% or $1,384,470 at 6%; with 50% employer match about $1,384,470 at 4% or $922,980 at 6%; with 100% employer match about $1,038,352 at 4% or $692,235 at 6%.
YAWKEY FOUNDATION II DEFINED BENEFIT PENSION PLAN-11$3,481,772$382,890$34,808iApproximate average salary by contribution assumption: employee only about $870,205 at 4% or $580,136 at 6%; with 50% employer match about $580,136 at 4% or $386,758 at 6%; with 100% employer match about $435,102 at 4% or $290,068 at 6%.
YAWKEY FOUNDATION II DEFINED CONTRIBUTION PENSION PLAN-8$2,705,282$530,860$66,358iApproximate average salary by contribution assumption: employee only about $1,658,938 at 4% or $1,105,958 at 6%; with 50% employer match about $1,105,958 at 4% or $737,306 at 6%; with 100% employer match about $829,469 at 4% or $552,979 at 6%.
2020211$5,825,999$714,156$64,923iApproximate average salary by contribution assumption: employee only about $1,623,082 at 4% or $1,082,055 at 6%; with 50% employer match about $1,082,055 at 4% or $721,370 at 6%; with 100% employer match about $811,541 at 4% or $541,027 at 6%.
YAWKEY FOUNDATION II DEFINED BENEFIT PENSION PLAN-11$3,282,082$312,600$28,418iApproximate average salary by contribution assumption: employee only about $710,455 at 4% or $473,636 at 6%; with 50% employer match about $473,636 at 4% or $315,758 at 6%; with 100% employer match about $355,227 at 4% or $236,818 at 6%.
YAWKEY FOUNDATION II DEFINED CONTRIBUTION PENSION PLAN-8$2,543,917$401,556$50,195iApproximate average salary by contribution assumption: employee only about $1,254,863 at 4% or $836,575 at 6%; with 50% employer match about $836,575 at 4% or $557,717 at 6%; with 100% employer match about $627,431 at 4% or $418,288 at 6%.
201929$6,544,421$971,012$107,890iApproximate average salary by contribution assumption: employee only about $2,697,256 at 4% or $1,798,170 at 6%; with 50% employer match about $1,798,170 at 4% or $1,198,780 at 6%; with 100% employer match about $1,348,628 at 4% or $899,085 at 6%.
BOSTON TRUST MANAGEMENT CORPORATION MONEY PURCHASE PENSION PLAN-8$3,981,091$513,552$64,194iApproximate average salary by contribution assumption: employee only about $1,604,850 at 4% or $1,069,900 at 6%; with 50% employer match about $1,069,900 at 4% or $713,267 at 6%; with 100% employer match about $802,425 at 4% or $534,950 at 6%.
BOSTON TRUST MANAGEMENT CORPORATION DEFINED BENEFIT PENSION PLAN-9$2,563,330$457,460$50,829iApproximate average salary by contribution assumption: employee only about $1,270,722 at 4% or $847,148 at 6%; with 50% employer match about $847,148 at 4% or $564,765 at 6%; with 100% employer match about $635,361 at 4% or $423,574 at 6%.