Civic Intelligence

The Education Resources Institute Inc.

Plan context: Retirement Plan for Employees of the Education Resources Institute Inc.

EIN 04-2875329 • Boston, MA • 42 filings • 10 plans

31 St. James Ave., Suite 950Boston, MA 02116
Current Snapshot

Latest Year

2012

2012 Participants

27

2012 Assets

$3,373,737

2012 Contributions

$2,661,173

Historical Graphs

Total Assets Over Time

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

$9,926,604$4,963,302$0199920062011YearValue
$3,373,737Latest year 2011

Participants Over Time

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

126630199920052011YearValue
27Latest year 2011

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
201210$0$2,661,173-
Retirement Plan for Employees of the Education Resources Institute Inc.-0-$2,661,173-
2011327$3,373,737$652,599$24,170iApproximate average salary by contribution assumption: employee only about $604,258 at 4% or $402,839 at 6%; with 50% employer match about $402,839 at 4% or $268,559 at 6%; with 100% employer match about $302,129 at 4% or $201,419 at 6%.
Retirement Plan for Employees of the Education Resources Institute Inc.-27$3,373,737$595,000$22,037iApproximate average salary by contribution assumption: employee only about $550,926 at 4% or $367,284 at 6%; with 50% employer match about $367,284 at 4% or $244,856 at 6%; with 100% employer match about $275,463 at 4% or $183,642 at 6%.
The Education Resources Institute Inc. Defined Contribution 403B-0---
The Education Resource Institute Inc. Tax Deferred Annuity Plan-0-$57,599-
2010346$9,926,604$1,351,605$29,383iApproximate average salary by contribution assumption: employee only about $734,568 at 4% or $489,712 at 6%; with 50% employer match about $489,712 at 4% or $326,475 at 6%; with 100% employer match about $367,284 at 4% or $244,856 at 6%.
Retirement Plan for Employees of the Education Resources Institute Inc.-35$6,572,156$1,117,700$31,934iApproximate average salary by contribution assumption: employee only about $798,357 at 4% or $532,238 at 6%; with 50% employer match about $532,238 at 4% or $354,825 at 6%; with 100% employer match about $399,179 at 4% or $266,119 at 6%.
The Education Resource Institute Inc. Tax Deferred Annuity Plan-38$1,949,681$233,905$6,155iApproximate average salary by contribution assumption: employee only about $153,885 at 4% or $102,590 at 6%; with 50% employer match about $102,590 at 4% or $68,393 at 6%; with 100% employer match about $76,942 at 4% or $51,295 at 6%.
The Education Resources Institute Inc. Defined Contribution 403B-46$1,404,767--
2009350$7,025,620$752,740$15,055iApproximate average salary by contribution assumption: employee only about $376,370 at 4% or $250,913 at 6%; with 50% employer match about $250,913 at 4% or $167,276 at 6%; with 100% employer match about $188,185 at 4% or $125,457 at 6%.
Retirement Plan for Employees of the Education Resources Institute Inc.-43$5,514,958$395,492$9,197iApproximate average salary by contribution assumption: employee only about $229,937 at 4% or $153,291 at 6%; with 50% employer match about $153,291 at 4% or $102,194 at 6%; with 100% employer match about $114,969 at 4% or $76,646 at 6%.
The Education Resource Institute Inc. Tax Deferred Annuity Plan-43$997,056$269,133$6,259iApproximate average salary by contribution assumption: employee only about $156,473 at 4% or $104,315 at 6%; with 50% employer match about $104,315 at 4% or $69,543 at 6%; with 100% employer match about $78,236 at 4% or $52,158 at 6%.
The Education Resources Institute Inc. Defined Contribution 403B-50$513,606$88,115$1,762iApproximate average salary by contribution assumption: employee only about $44,058 at 4% or $29,372 at 6%; with 50% employer match about $29,372 at 4% or $19,581 at 6%; with 100% employer match about $22,029 at 4% or $14,686 at 6%.
2008346$5,179,952$1,023,454$22,249iApproximate average salary by contribution assumption: employee only about $556,225 at 4% or $370,817 at 6%; with 50% employer match about $370,817 at 4% or $247,211 at 6%; with 100% employer match about $278,113 at 4% or $185,408 at 6%.
Retirement Plan for Employees of the Education Resources Institute Inc.-46$5,179,952$1,023,454$22,249iApproximate average salary by contribution assumption: employee only about $556,225 at 4% or $370,817 at 6%; with 50% employer match about $370,817 at 4% or $247,211 at 6%; with 100% employer match about $278,113 at 4% or $185,408 at 6%.
The Education Resource Institute Inc. Tax Deferred Annuity Plan-0---
The Education Resources Institute Inc. Defined Contribution 403B-0---
2007361$0$0-
The Education Resource Institute Inc. Tax Deferred Annuity Plan-0---
Retirement Plan for Employees of the Education Resources Institute Inc.-61---
The Education Resources Institute Inc. Defined Contribution 403B-0---
2006342$4,185,067$585,000$13,929iApproximate average salary by contribution assumption: employee only about $348,214 at 4% or $232,143 at 6%; with 50% employer match about $232,143 at 4% or $154,762 at 6%; with 100% employer match about $174,107 at 4% or $116,071 at 6%.
Retirement Plan for Employees of the Education Resources Institute Inc.-42$4,185,067$585,000$13,929iApproximate average salary by contribution assumption: employee only about $348,214 at 4% or $232,143 at 6%; with 50% employer match about $232,143 at 4% or $154,762 at 6%; with 100% employer match about $174,107 at 4% or $116,071 at 6%.
The Education Resource Institute Inc. Tax Deferred Annuity Plan-0---
The Education Resources Institute Inc. Defined Contribution 403B-0---
2005328$3,397,932$0-
Retirement Plan for Employees of the Education Resources Institute Inc.-28$3,397,932--
The Education Resources Institute Inc. Defined Contribution 403B-0---
The Education Resource Institute Inc. Tax Deferred Annuity Plan-0---
2004326$3,277,851$75,000$2,885iApproximate average salary by contribution assumption: employee only about $72,115 at 4% or $48,077 at 6%; with 50% employer match about $48,077 at 4% or $32,051 at 6%; with 100% employer match about $36,058 at 4% or $24,038 at 6%.
Retirement Plan for Employees of the Education Resources Institute Inc.-26$3,277,851$75,000$2,885iApproximate average salary by contribution assumption: employee only about $72,115 at 4% or $48,077 at 6%; with 50% employer match about $48,077 at 4% or $32,051 at 6%; with 100% employer match about $36,058 at 4% or $24,038 at 6%.
The Education Resources Institute Inc. Defined Contribution 403B-0---
The Education Resource Institute Inc. Tax Deferred Annuity Plan-0---
2003320$0$0-
Retirement Plan for Employees of the Education Resources Institute Inc.-20---
The Education Resource Institute Inc. Tax Deferred Annuity Plan-0---
The Education Resources Institute Inc. Defined Contribution 403B-0---
2002431$0$0-
The Education Resources Institute Inc. Defined Contribution 403B-0---
The Education Resouces Institute Inc Flexible Benefit Plan-31---
The Education Resource Institute Inc. Tax Deferred Annuity Plan-0---
Retirement Plan for Employees of the Education Resources Institute Inc.-15---
2001388$3,443,797$360,000$4,091iApproximate average salary by contribution assumption: employee only about $102,273 at 4% or $68,182 at 6%; with 50% employer match about $68,182 at 4% or $45,455 at 6%; with 100% employer match about $51,136 at 4% or $34,091 at 6%.
Retirement Plan for Employees of the Education Resources Institute Inc.-88$3,443,797$360,000$4,091iApproximate average salary by contribution assumption: employee only about $102,273 at 4% or $68,182 at 6%; with 50% employer match about $68,182 at 4% or $45,455 at 6%; with 100% employer match about $51,136 at 4% or $34,091 at 6%.
The Education Resources Institute Inc. Defined Contribution 403B-0---
The Education Resource Institute Inc. Tax Deferred Annuity Plan-0---
2000386$3,006,996$409,914$4,766iApproximate average salary by contribution assumption: employee only about $119,161 at 4% or $79,441 at 6%; with 50% employer match about $79,441 at 4% or $52,960 at 6%; with 100% employer match about $59,581 at 4% or $39,720 at 6%.
Retirement Plan for Employees of the Education Resources Institute Inc.-86$3,006,996$409,914$4,766iApproximate average salary by contribution assumption: employee only about $119,161 at 4% or $79,441 at 6%; with 50% employer match about $79,441 at 4% or $52,960 at 6%; with 100% employer match about $59,581 at 4% or $39,720 at 6%.
The Education Resources Institute Inc. Defined Contribution 403B-0---
The Education Resource Institute Inc. Tax Deferred Annuity Plan-0---
19994126$2,528,853$198,146$1,573iApproximate average salary by contribution assumption: employee only about $39,315 at 4% or $26,210 at 6%; with 50% employer match about $26,210 at 4% or $17,473 at 6%; with 100% employer match about $19,657 at 4% or $13,105 at 6%.
Retirement Plan for Employees of the Education Resources Institute Inc.-95$2,528,853$198,146$2,086iApproximate average salary by contribution assumption: employee only about $52,144 at 4% or $34,762 at 6%; with 50% employer match about $34,762 at 4% or $23,175 at 6%; with 100% employer match about $26,072 at 4% or $17,381 at 6%.
The Education Resouces Institute Inc Flexible Benefit Plan-126---
The Education Resource Institute Inc. Tax Deferred Annuity Plan-0---
The Education Resources Institute Inc. Defined Contribution 403B-0---