Mass Foundation for Learning Disabilities
Plan context: White Oak School Retirement Savings Program
EIN 04-3099610 • Westfield, MA • 18 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
62
2024 Assets
$2,890,205
2024 Contributions
$159,283
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 | 62 | $2,890,205 | $159,283 | $2,569iApproximate average salary by contribution assumption: employee only about $64,227 at 4% or $42,818 at 6%; with 50% employer match about $42,818 at 4% or $28,545 at 6%; with 100% employer match about $32,114 at 4% or $21,409 at 6%. |
| White Oak School Retirement Savings Program | - | 62 | $2,890,205 | $159,283 | $2,569iApproximate average salary by contribution assumption: employee only about $64,227 at 4% or $42,818 at 6%; with 50% employer match about $42,818 at 4% or $28,545 at 6%; with 100% employer match about $32,114 at 4% or $21,409 at 6%. |
| 2023 | 1 | 57 | $2,560,128 | $73,122 | $1,283iApproximate average salary by contribution assumption: employee only about $32,071 at 4% or $21,381 at 6%; with 50% employer match about $21,381 at 4% or $14,254 at 6%; with 100% employer match about $16,036 at 4% or $10,690 at 6%. |
| White Oak School Retirement Savings Program | - | 57 | $2,560,128 | $73,122 | $1,283iApproximate average salary by contribution assumption: employee only about $32,071 at 4% or $21,381 at 6%; with 50% employer match about $21,381 at 4% or $14,254 at 6%; with 100% employer match about $16,036 at 4% or $10,690 at 6%. |
| 2022 | 1 | 58 | $2,262,291 | $159,892 | $2,757iApproximate average salary by contribution assumption: employee only about $68,919 at 4% or $45,946 at 6%; with 50% employer match about $45,946 at 4% or $30,631 at 6%; with 100% employer match about $34,459 at 4% or $22,973 at 6%. |
| White Oak School Retirement Savings Program | - | 58 | $2,262,291 | $159,892 | $2,757iApproximate average salary by contribution assumption: employee only about $68,919 at 4% or $45,946 at 6%; with 50% employer match about $45,946 at 4% or $30,631 at 6%; with 100% employer match about $34,459 at 4% or $22,973 at 6%. |
| 2021 | 1 | 52 | $2,512,786 | $105,096 | $2,021iApproximate average salary by contribution assumption: employee only about $50,527 at 4% or $33,685 at 6%; with 50% employer match about $33,685 at 4% or $22,456 at 6%; with 100% employer match about $25,263 at 4% or $16,842 at 6%. |
| White Oak School Retirement Savings Program | - | 52 | $2,512,786 | $105,096 | $2,021iApproximate average salary by contribution assumption: employee only about $50,527 at 4% or $33,685 at 6%; with 50% employer match about $33,685 at 4% or $22,456 at 6%; with 100% employer match about $25,263 at 4% or $16,842 at 6%. |
| 2020 | 1 | 49 | $2,853,525 | $76,536 | $1,562iApproximate average salary by contribution assumption: employee only about $39,049 at 4% or $26,033 at 6%; with 50% employer match about $26,033 at 4% or $17,355 at 6%; with 100% employer match about $19,524 at 4% or $13,016 at 6%. |
| White Oak School Retirement Savings Program | - | 49 | $2,853,525 | $76,536 | $1,562iApproximate average salary by contribution assumption: employee only about $39,049 at 4% or $26,033 at 6%; with 50% employer match about $26,033 at 4% or $17,355 at 6%; with 100% employer match about $19,524 at 4% or $13,016 at 6%. |
| 2019 | 1 | 54 | $2,458,425 | $85,163 | $1,577iApproximate average salary by contribution assumption: employee only about $39,427 at 4% or $26,285 at 6%; with 50% employer match about $26,285 at 4% or $17,523 at 6%; with 100% employer match about $19,714 at 4% or $13,142 at 6%. |
| White Oak School Retirement Savings Program | - | 54 | $2,458,425 | $85,163 | $1,577iApproximate average salary by contribution assumption: employee only about $39,427 at 4% or $26,285 at 6%; with 50% employer match about $26,285 at 4% or $17,523 at 6%; with 100% employer match about $19,714 at 4% or $13,142 at 6%. |
| 2018 | 1 | 56 | $2,401,612 | $91,107 | $1,627iApproximate average salary by contribution assumption: employee only about $40,673 at 4% or $27,115 at 6%; with 50% employer match about $27,115 at 4% or $18,077 at 6%; with 100% employer match about $20,336 at 4% or $13,558 at 6%. |
| White Oak School Retirement Savings Program | - | 56 | $2,401,612 | $91,107 | $1,627iApproximate average salary by contribution assumption: employee only about $40,673 at 4% or $27,115 at 6%; with 50% employer match about $27,115 at 4% or $18,077 at 6%; with 100% employer match about $20,336 at 4% or $13,558 at 6%. |
| 2017 | 1 | 61 | $2,397,905 | $77,426 | $1,269iApproximate average salary by contribution assumption: employee only about $31,732 at 4% or $21,155 at 6%; with 50% employer match about $21,155 at 4% or $14,103 at 6%; with 100% employer match about $15,866 at 4% or $10,577 at 6%. |
| White Oak School Retirement Savings Program | - | 61 | $2,397,905 | $77,426 | $1,269iApproximate average salary by contribution assumption: employee only about $31,732 at 4% or $21,155 at 6%; with 50% employer match about $21,155 at 4% or $14,103 at 6%; with 100% employer match about $15,866 at 4% or $10,577 at 6%. |
| 2016 | 1 | 52 | $2,411,735 | $91,113 | $1,752iApproximate average salary by contribution assumption: employee only about $43,804 at 4% or $29,203 at 6%; with 50% employer match about $29,203 at 4% or $19,469 at 6%; with 100% employer match about $21,902 at 4% or $14,601 at 6%. |
| White Oak School Retirement Savings Program | - | 52 | $2,411,735 | $91,113 | $1,752iApproximate average salary by contribution assumption: employee only about $43,804 at 4% or $29,203 at 6%; with 50% employer match about $29,203 at 4% or $19,469 at 6%; with 100% employer match about $21,902 at 4% or $14,601 at 6%. |
| 2015 | 1 | 56 | $2,291,295 | $166,938 | $2,981iApproximate average salary by contribution assumption: employee only about $74,526 at 4% or $49,684 at 6%; with 50% employer match about $49,684 at 4% or $33,123 at 6%; with 100% employer match about $37,263 at 4% or $24,842 at 6%. |
| White Oak School Retirement Savings Program | - | 56 | $2,291,295 | $166,938 | $2,981iApproximate average salary by contribution assumption: employee only about $74,526 at 4% or $49,684 at 6%; with 50% employer match about $49,684 at 4% or $33,123 at 6%; with 100% employer match about $37,263 at 4% or $24,842 at 6%. |
| 2014 | 1 | 55 | $2,151,549 | $106,114 | $1,929iApproximate average salary by contribution assumption: employee only about $48,234 at 4% or $32,156 at 6%; with 50% employer match about $32,156 at 4% or $21,437 at 6%; with 100% employer match about $24,117 at 4% or $16,078 at 6%. |
| White Oak School Retirement Savings Program | - | 55 | $2,151,549 | $106,114 | $1,929iApproximate average salary by contribution assumption: employee only about $48,234 at 4% or $32,156 at 6%; with 50% employer match about $32,156 at 4% or $21,437 at 6%; with 100% employer match about $24,117 at 4% or $16,078 at 6%. |
| 2013 | 1 | 57 | $2,292,170 | $122,096 | $2,142iApproximate average salary by contribution assumption: employee only about $53,551 at 4% or $35,701 at 6%; with 50% employer match about $35,701 at 4% or $23,800 at 6%; with 100% employer match about $26,775 at 4% or $17,850 at 6%. |
| White Oak School Retirement Savings Program | - | 57 | $2,292,170 | $122,096 | $2,142iApproximate average salary by contribution assumption: employee only about $53,551 at 4% or $35,701 at 6%; with 50% employer match about $35,701 at 4% or $23,800 at 6%; with 100% employer match about $26,775 at 4% or $17,850 at 6%. |
| 2012 | 1 | 59 | $2,030,757 | $117,788 | $1,996iApproximate average salary by contribution assumption: employee only about $49,910 at 4% or $33,273 at 6%; with 50% employer match about $33,273 at 4% or $22,182 at 6%; with 100% employer match about $24,955 at 4% or $16,637 at 6%. |
| White Oak School Retirement Savings Program | - | 59 | $2,030,757 | $117,788 | $1,996iApproximate average salary by contribution assumption: employee only about $49,910 at 4% or $33,273 at 6%; with 50% employer match about $33,273 at 4% or $22,182 at 6%; with 100% employer match about $24,955 at 4% or $16,637 at 6%. |
| 2008 | 1 | 0 | $0 | $0 | - |
| White Oak School Retirement Savings Program | - | 0 | - | - | - |
| 2007 | 1 | 0 | $0 | $0 | - |
| White Oak School Retirement Savings Program | - | 0 | - | - | - |
| 2005 | 1 | 0 | $0 | $0 | - |
| White Oak School Retirement Savings Program | - | 0 | - | - | - |
| 2004 | 1 | 0 | $0 | $0 | - |
| White Oak School Retirement Savings Program | - | 0 | - | - | - |
| 1999 | 1 | 0 | $0 | $0 | - |
| White Oak School Retirement Savings Program | - | 0 | - | - | - |