The Lowell School
Plan context: The Lowell School Defined Contribution Retirement Plan
EIN 11-3120337 • Whitestone, NY • 43 filings • 6 plans
Current Snapshot
Latest Year
2023
2023 Participants
88
2023 Assets
$2,902,905
2023 Contributions
$153,815
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 88 | $2,902,905 | $153,815 | $1,748iApproximate average salary by contribution assumption: employee only about $43,697 at 4% or $29,132 at 6%; with 50% employer match about $29,132 at 4% or $19,421 at 6%; with 100% employer match about $21,849 at 4% or $14,566 at 6%. |
| The Lowell School Defined Contribution Retirement Plan | - | 88 | $2,902,905 | $153,815 | $1,748iApproximate average salary by contribution assumption: employee only about $43,697 at 4% or $29,132 at 6%; with 50% employer match about $29,132 at 4% or $19,421 at 6%; with 100% employer match about $21,849 at 4% or $14,566 at 6%. |
| 2022 | 1 | 87 | $2,538,043 | $136,664 | $1,571iApproximate average salary by contribution assumption: employee only about $39,271 at 4% or $26,181 at 6%; with 50% employer match about $26,181 at 4% or $17,454 at 6%; with 100% employer match about $19,636 at 4% or $13,090 at 6%. |
| The Lowell School Defined Contribution Retirement Plan | - | 87 | $2,538,043 | $136,664 | $1,571iApproximate average salary by contribution assumption: employee only about $39,271 at 4% or $26,181 at 6%; with 50% employer match about $26,181 at 4% or $17,454 at 6%; with 100% employer match about $19,636 at 4% or $13,090 at 6%. |
| 2021 | 1 | 75 | $2,192,504 | $114,171 | $1,522iApproximate average salary by contribution assumption: employee only about $38,057 at 4% or $25,371 at 6%; with 50% employer match about $25,371 at 4% or $16,914 at 6%; with 100% employer match about $19,029 at 4% or $12,686 at 6%. |
| The Lowell School Defined Contribution Retirement Plan | - | 75 | $2,192,504 | $114,171 | $1,522iApproximate average salary by contribution assumption: employee only about $38,057 at 4% or $25,371 at 6%; with 50% employer match about $25,371 at 4% or $16,914 at 6%; with 100% employer match about $19,029 at 4% or $12,686 at 6%. |
| 2020 | 1 | 86 | $2,712,478 | $117,420 | $1,365iApproximate average salary by contribution assumption: employee only about $34,134 at 4% or $22,756 at 6%; with 50% employer match about $22,756 at 4% or $15,171 at 6%; with 100% employer match about $17,067 at 4% or $11,378 at 6%. |
| The Lowell School Defined Contribution Retirement Plan | - | 86 | $2,712,478 | $117,420 | $1,365iApproximate average salary by contribution assumption: employee only about $34,134 at 4% or $22,756 at 6%; with 50% employer match about $22,756 at 4% or $15,171 at 6%; with 100% employer match about $17,067 at 4% or $11,378 at 6%. |
| 2019 | 2 | 95 | $2,194,823 | $309,683 | $3,260iApproximate average salary by contribution assumption: employee only about $81,496 at 4% or $54,330 at 6%; with 50% employer match about $54,330 at 4% or $36,220 at 6%; with 100% employer match about $40,748 at 4% or $27,165 at 6%. |
| The Lowell School Defined Contribution Retirement Plan | - | 95 | $2,194,823 | $120,455 | $1,268iApproximate average salary by contribution assumption: employee only about $31,699 at 4% or $21,132 at 6%; with 50% employer match about $21,132 at 4% or $14,088 at 6%; with 100% employer match about $15,849 at 4% or $10,566 at 6%. |
| LOWELL SCHOOL DEFINED BENEFIT PENSION PLAN | - | 0 | $0 | $189,228 | - |
| 2018 | 2 | 99 | $3,930,330 | $427,922 | $4,322iApproximate average salary by contribution assumption: employee only about $108,061 at 4% or $72,041 at 6%; with 50% employer match about $72,041 at 4% or $48,027 at 6%; with 100% employer match about $54,031 at 4% or $36,020 at 6%. |
| The Lowell School Defined Contribution Retirement Plan | - | 99 | $2,105,872 | $103,978 | $1,050iApproximate average salary by contribution assumption: employee only about $26,257 at 4% or $17,505 at 6%; with 50% employer match about $17,505 at 4% or $11,670 at 6%; with 100% employer match about $13,129 at 4% or $8,752 at 6%. |
| LOWELL SCHOOL DEFINED BENEFIT PENSION PLAN | - | 35 | $1,824,458 | $323,944 | $9,256iApproximate average salary by contribution assumption: employee only about $231,389 at 4% or $154,259 at 6%; with 50% employer match about $154,259 at 4% or $102,839 at 6%; with 100% employer match about $115,694 at 4% or $77,130 at 6%. |
| 2017 | 2 | 104 | $3,800,239 | $357,054 | $3,433iApproximate average salary by contribution assumption: employee only about $85,830 at 4% or $57,220 at 6%; with 50% employer match about $57,220 at 4% or $38,147 at 6%; with 100% employer match about $42,915 at 4% or $28,610 at 6%. |
| The Lowell School Defined Contribution Retirement Plan | - | 104 | $2,173,299 | $103,453 | $995iApproximate average salary by contribution assumption: employee only about $24,869 at 4% or $16,579 at 6%; with 50% employer match about $16,579 at 4% or $11,053 at 6%; with 100% employer match about $12,434 at 4% or $8,290 at 6%. |
| LOWELL SCHOOL DEFINED BENEFIT PENSION PLAN | - | 35 | $1,626,940 | $253,601 | $7,246iApproximate average salary by contribution assumption: employee only about $181,144 at 4% or $120,762 at 6%; with 50% employer match about $120,762 at 4% or $80,508 at 6%; with 100% employer match about $90,572 at 4% or $60,381 at 6%. |
| 2016 | 2 | 98 | $3,635,474 | $245,786 | $2,508iApproximate average salary by contribution assumption: employee only about $62,701 at 4% or $41,800 at 6%; with 50% employer match about $41,800 at 4% or $27,867 at 6%; with 100% employer match about $31,350 at 4% or $20,900 at 6%. |
| The Lowell School Defined Contribution Retirement Plan | - | 98 | $2,147,858 | $102,394 | $1,045iApproximate average salary by contribution assumption: employee only about $26,121 at 4% or $17,414 at 6%; with 50% employer match about $17,414 at 4% or $11,609 at 6%; with 100% employer match about $13,060 at 4% or $8,707 at 6%. |
| LOWELL SCHOOL DEFINED BENEFIT PENSION PLAN | - | 36 | $1,487,616 | $143,392 | $3,983iApproximate average salary by contribution assumption: employee only about $99,578 at 4% or $66,385 at 6%; with 50% employer match about $66,385 at 4% or $44,257 at 6%; with 100% employer match about $49,789 at 4% or $33,193 at 6%. |
| 2015 | 2 | 95 | $4,495,224 | $97,033 | $1,021iApproximate average salary by contribution assumption: employee only about $25,535 at 4% or $17,023 at 6%; with 50% employer match about $17,023 at 4% or $11,349 at 6%; with 100% employer match about $12,768 at 4% or $8,512 at 6%. |
| LOWELL SCHOOL DEFINED BENEFIT PENSION PLAN | - | 39 | $2,427,785 | $0 | - |
| The Lowell School Defined Contribution Retirement Plan | - | 95 | $2,067,439 | $97,033 | $1,021iApproximate average salary by contribution assumption: employee only about $25,535 at 4% or $17,023 at 6%; with 50% employer match about $17,023 at 4% or $11,349 at 6%; with 100% employer match about $12,768 at 4% or $8,512 at 6%. |
| 2014 | 2 | 124 | $5,674,831 | $112,042 | $904iApproximate average salary by contribution assumption: employee only about $22,589 at 4% or $15,059 at 6%; with 50% employer match about $15,059 at 4% or $10,040 at 6%; with 100% employer match about $11,295 at 4% or $7,530 at 6%. |
| LOWELL SCHOOL DEFINED BENEFIT PENSION PLAN | - | 58 | $3,573,809 | $0 | - |
| The Lowell School Defined Contribution Retirement Plan | - | 124 | $2,101,022 | $112,042 | $904iApproximate average salary by contribution assumption: employee only about $22,589 at 4% or $15,059 at 6%; with 50% employer match about $15,059 at 4% or $10,040 at 6%; with 100% employer match about $11,295 at 4% or $7,530 at 6%. |
| 2013 | 2 | 113 | $6,634,834 | $323,555 | $2,863iApproximate average salary by contribution assumption: employee only about $71,583 at 4% or $47,722 at 6%; with 50% employer match about $47,722 at 4% or $31,815 at 6%; with 100% employer match about $35,791 at 4% or $23,861 at 6%. |
| LOWELL SCHOOL DEFINED BENEFIT PENSION PLAN | - | 85 | $4,165,766 | $219,680 | $2,584iApproximate average salary by contribution assumption: employee only about $64,612 at 4% or $43,075 at 6%; with 50% employer match about $43,075 at 4% or $28,716 at 6%; with 100% employer match about $32,306 at 4% or $21,537 at 6%. |
| The Lowell School Defined Contribution Retirement Plan | - | 113 | $2,469,068 | $103,875 | $919iApproximate average salary by contribution assumption: employee only about $22,981 at 4% or $15,321 at 6%; with 50% employer match about $15,321 at 4% or $10,214 at 6%; with 100% employer match about $11,491 at 4% or $7,660 at 6%. |
| 2012 | 2 | 105 | $5,498,301 | $438,220 | $4,174iApproximate average salary by contribution assumption: employee only about $104,338 at 4% or $69,559 at 6%; with 50% employer match about $69,559 at 4% or $46,372 at 6%; with 100% employer match about $52,169 at 4% or $34,779 at 6%. |
| LOWELL SCHOOL DEFINED BENEFIT PENSION PLAN | - | 88 | $3,341,011 | $338,559 | $3,847iApproximate average salary by contribution assumption: employee only about $96,182 at 4% or $64,121 at 6%; with 50% employer match about $64,121 at 4% or $42,747 at 6%; with 100% employer match about $48,091 at 4% or $32,061 at 6%. |
| The Lowell School Defined Contribution Retirement Plan | - | 105 | $2,157,290 | $99,661 | $949iApproximate average salary by contribution assumption: employee only about $23,729 at 4% or $15,819 at 6%; with 50% employer match about $15,819 at 4% or $10,546 at 6%; with 100% employer match about $11,864 at 4% or $7,910 at 6%. |
| 2011 | 2 | 106 | $4,608,678 | $373,853 | $3,527iApproximate average salary by contribution assumption: employee only about $88,173 at 4% or $58,782 at 6%; with 50% employer match about $58,782 at 4% or $39,188 at 6%; with 100% employer match about $44,086 at 4% or $29,391 at 6%. |
| LOWELL SCHOOL DEFINED BENEFIT PENSION PLAN | - | 88 | $2,729,372 | $269,801 | $3,066iApproximate average salary by contribution assumption: employee only about $76,648 at 4% or $51,099 at 6%; with 50% employer match about $51,099 at 4% or $34,066 at 6%; with 100% employer match about $38,324 at 4% or $25,549 at 6%. |
| The Lowell School Defined Contribution Retirement Plan | - | 106 | $1,879,306 | $104,052 | $982iApproximate average salary by contribution assumption: employee only about $24,541 at 4% or $16,360 at 6%; with 50% employer match about $16,360 at 4% or $10,907 at 6%; with 100% employer match about $12,270 at 4% or $8,180 at 6%. |
| 2010 | 2 | 102 | $4,502,006 | $370,453 | $3,632iApproximate average salary by contribution assumption: employee only about $90,797 at 4% or $60,532 at 6%; with 50% employer match about $60,532 at 4% or $40,354 at 6%; with 100% employer match about $45,399 at 4% or $30,266 at 6%. |
| LOWELL SCHOOL DEFINED BENEFIT PENSION PLAN | - | 88 | $2,690,652 | $268,272 | $3,049iApproximate average salary by contribution assumption: employee only about $76,214 at 4% or $50,809 at 6%; with 50% employer match about $50,809 at 4% or $33,873 at 6%; with 100% employer match about $38,107 at 4% or $25,405 at 6%. |
| The Lowell School Defined Contribution Retirement Plan | - | 102 | $1,811,354 | $102,181 | $1,002iApproximate average salary by contribution assumption: employee only about $25,044 at 4% or $16,696 at 6%; with 50% employer match about $16,696 at 4% or $11,131 at 6%; with 100% employer match about $12,522 at 4% or $8,348 at 6%. |
| 2009 | 2 | 110 | $3,546,817 | $361,770 | $3,289iApproximate average salary by contribution assumption: employee only about $82,220 at 4% or $54,814 at 6%; with 50% employer match about $54,814 at 4% or $36,542 at 6%; with 100% employer match about $41,110 at 4% or $27,407 at 6%. |
| LOWELL SCHOOL DEFINED BENEFIT PLAN | - | 88 | $2,029,956 | $267,260 | $3,037iApproximate average salary by contribution assumption: employee only about $75,926 at 4% or $50,617 at 6%; with 50% employer match about $50,617 at 4% or $33,745 at 6%; with 100% employer match about $37,963 at 4% or $25,309 at 6%. |
| The Lowell School Defined Contribution Retirement Plan | - | 110 | $1,516,861 | $94,510 | $859iApproximate average salary by contribution assumption: employee only about $21,480 at 4% or $14,320 at 6%; with 50% employer match about $14,320 at 4% or $9,546 at 6%; with 100% employer match about $10,740 at 4% or $7,160 at 6%. |
| 2008 | 2 | 89 | $0 | $0 | - |
| LOWELL SCHOOL DEFINED BENEFIT PLAN | - | 19 | - | - | - |
| The Lowell School Defined Contribution Retirement Plan | - | 89 | - | - | - |
| 2007 | 2 | 90 | $0 | $0 | - |
| The Lowell School Defined Contribution Retirement Plan | - | 90 | - | - | - |
| LOWELL SCHOOL DEFINED BENEFIT PENSION PLAN | - | 20 | - | - | - |
| 2006 | 2 | 86 | $4,150,984 | $489,625 | $5,693iApproximate average salary by contribution assumption: employee only about $142,333 at 4% or $94,889 at 6%; with 50% employer match about $94,889 at 4% or $63,259 at 6%; with 100% employer match about $71,166 at 4% or $47,444 at 6%. |
| LOWELL SCHOOL DEFINED BENEFIT PENSION PLAN | - | 21 | $2,552,946 | $389,851 | $18,564iApproximate average salary by contribution assumption: employee only about $464,108 at 4% or $309,406 at 6%; with 50% employer match about $309,406 at 4% or $206,270 at 6%; with 100% employer match about $232,054 at 4% or $154,703 at 6%. |
| The Lowell School Defined Contribution Retirement Plan | - | 86 | $1,598,038 | $99,774 | $1,160iApproximate average salary by contribution assumption: employee only about $29,004 at 4% or $19,336 at 6%; with 50% employer match about $19,336 at 4% or $12,891 at 6%; with 100% employer match about $14,502 at 4% or $9,668 at 6%. |
| 2005 | 2 | 83 | $3,492,925 | $455,733 | $5,491iApproximate average salary by contribution assumption: employee only about $137,269 at 4% or $91,513 at 6%; with 50% employer match about $91,513 at 4% or $61,008 at 6%; with 100% employer match about $68,634 at 4% or $45,756 at 6%. |
| LOWELL SCHOOL DEFINED BENEFIT PENSION PLAN | - | 24 | $2,126,522 | $372,937 | $15,539iApproximate average salary by contribution assumption: employee only about $388,476 at 4% or $258,984 at 6%; with 50% employer match about $258,984 at 4% or $172,656 at 6%; with 100% employer match about $194,238 at 4% or $129,492 at 6%. |
| The Lowell School Defined Contribution Retirement Plan | - | 83 | $1,366,403 | $82,796 | $998iApproximate average salary by contribution assumption: employee only about $24,939 at 4% or $16,626 at 6%; with 50% employer match about $16,626 at 4% or $11,084 at 6%; with 100% employer match about $12,469 at 4% or $8,313 at 6%. |
| 2004 | 2 | 89 | $3,048,995 | $484,697 | $5,446iApproximate average salary by contribution assumption: employee only about $136,151 at 4% or $90,767 at 6%; with 50% employer match about $90,767 at 4% or $60,511 at 6%; with 100% employer match about $68,075 at 4% or $45,384 at 6%. |
| LOWELL SCHOOL DEFINED BENEFIT PENSION PLAN | - | 24 | $1,824,973 | $341,252 | $14,219iApproximate average salary by contribution assumption: employee only about $355,471 at 4% or $236,981 at 6%; with 50% employer match about $236,981 at 4% or $157,987 at 6%; with 100% employer match about $177,735 at 4% or $118,490 at 6%. |
| The Lowell School Defined Contribution Retirement Plan | - | 89 | $1,224,022 | $143,445 | $1,612iApproximate average salary by contribution assumption: employee only about $40,294 at 4% or $26,862 at 6%; with 50% employer match about $26,862 at 4% or $17,908 at 6%; with 100% employer match about $20,147 at 4% or $13,431 at 6%. |
| 2003 | 2 | 84 | $0 | $0 | - |
| LOWELL SCHOOL DEFINED BENEFIT PLAN | - | 25 | - | - | - |
| The Lowell School Defined Contribution Retirement Plan | - | 84 | - | - | - |
| 2002 | 1 | 82 | $0 | $0 | - |
| The Lowell School Defined Contribution Retirement Plan | - | 82 | - | - | - |
| 2001 | 2 | 81 | $0 | $0 | - |
| The Lowell School Defined Contribution Retirement Plan | - | 81 | - | - | - |
| LOWELL SCHOOL DEFINED BENEFIT PENSIONPLAN | - | 30 | - | - | - |
| 2000 | 2 | 73 | $0 | $0 | - |
| LOWELL SCHOOL DEFINED BENEFIT PENSION PLAN | - | 30 | - | - | - |
| The Lowell School Defined Contribution Retirement Plan | - | 73 | - | - | - |