Civic Intelligence

Portledge School

Plan context: Tiaa-Cref Retirement Plan for All Employees of Portledge School

EIN 11-6044973 • Locust Valley, NY • 65 filings • 7 plans

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355 Duck Pond RoadLocust Valley, NY 11560
Current Snapshot

Latest Year

2024

2024 Participants

129

2024 Assets

$38,140,500

2024 Contributions

$1,456,316

Historical Graphs

Total Assets Over Time

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

$38,140,500$19,070,250$0200920172024YearValue
$38,140,500Latest year 2024

Participants Over Time

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

2291150200320142024YearValue
129Latest year 2024

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
20243129$38,140,500$1,456,316$11,289iApproximate average salary by contribution assumption: employee only about $282,232 at 4% or $188,155 at 6%; with 50% employer match about $188,155 at 4% or $125,436 at 6%; with 100% employer match about $141,116 at 4% or $94,077 at 6%.
Tiaa-Cref Retirement Plan for All Employees of Portledge School-129$38,140,500$1,456,316$11,289iApproximate average salary by contribution assumption: employee only about $282,232 at 4% or $188,155 at 6%; with 50% employer match about $188,155 at 4% or $125,436 at 6%; with 100% employer match about $141,116 at 4% or $94,077 at 6%.
Portledge School Long-Term Disability Plan-0---
Portledge School Short-Term Disability Plan-0---
20234117$24,740,005$944,798$8,075iApproximate average salary by contribution assumption: employee only about $201,880 at 4% or $134,587 at 6%; with 50% employer match about $134,587 at 4% or $89,724 at 6%; with 100% employer match about $100,940 at 4% or $67,293 at 6%.
Tiaa-Cref Retirement Plan for All Employees of Portledge School-117$24,740,005$944,798$8,075iApproximate average salary by contribution assumption: employee only about $201,880 at 4% or $134,587 at 6%; with 50% employer match about $134,587 at 4% or $89,724 at 6%; with 100% employer match about $100,940 at 4% or $67,293 at 6%.
Tiaa-Cref Tax Deferred Annuity Plan for All Employees of Portledge School-0---
Portledge School Long-Term Disability Plan-----
Portledge School Short-Term Disability Plan-109---
20224214$30,768,552$1,387,325$6,483iApproximate average salary by contribution assumption: employee only about $162,071 at 4% or $108,047 at 6%; with 50% employer match about $108,047 at 4% or $72,031 at 6%; with 100% employer match about $81,035 at 4% or $54,024 at 6%.
Tiaa-Cref Retirement Plan for All Employees of Portledge School-214$21,504,693$1,003,828$4,691iApproximate average salary by contribution assumption: employee only about $117,270 at 4% or $78,180 at 6%; with 50% employer match about $78,180 at 4% or $52,120 at 6%; with 100% employer match about $58,635 at 4% or $39,090 at 6%.
Tiaa-Cref Tax Deferred Annuity Plan for All Employees of Portledge School-151$9,263,859$383,497$2,540iApproximate average salary by contribution assumption: employee only about $63,493 at 4% or $42,329 at 6%; with 50% employer match about $42,329 at 4% or $28,219 at 6%; with 100% employer match about $31,746 at 4% or $21,164 at 6%.
Portledge School Long-Term Disability Plan-106---
Portledge School Short-Term Disability Plan-105---
20212229$34,430,411$1,374,978$6,004iApproximate average salary by contribution assumption: employee only about $150,107 at 4% or $100,071 at 6%; with 50% employer match about $100,071 at 4% or $66,714 at 6%; with 100% employer match about $75,053 at 4% or $50,036 at 6%.
Tiaa-Cref Retirement Plan for All Employees of Portledge School-229$24,120,883$890,999$3,891iApproximate average salary by contribution assumption: employee only about $97,271 at 4% or $64,847 at 6%; with 50% employer match about $64,847 at 4% or $43,231 at 6%; with 100% employer match about $48,635 at 4% or $32,424 at 6%.
Tiaa-Cref Tax Deferred Annuity Plan for All Employees of Portledge School-162$10,309,528$483,979$2,988iApproximate average salary by contribution assumption: employee only about $74,688 at 4% or $49,792 at 6%; with 50% employer match about $49,792 at 4% or $33,195 at 6%; with 100% employer match about $37,344 at 4% or $24,896 at 6%.
20202224$30,163,387$1,324,227$5,912iApproximate average salary by contribution assumption: employee only about $147,793 at 4% or $98,529 at 6%; with 50% employer match about $98,529 at 4% or $65,686 at 6%; with 100% employer match about $73,897 at 4% or $49,264 at 6%.
Tiaa-Cref Retirement Plan for All Employees of Portledge School-224$21,170,933$886,561$3,958iApproximate average salary by contribution assumption: employee only about $98,947 at 4% or $65,964 at 6%; with 50% employer match about $65,964 at 4% or $43,976 at 6%; with 100% employer match about $49,473 at 4% or $32,982 at 6%.
Tiaa-Cref Tax Deferred Annuity Plan for All Employees of Portledge School-145$8,992,454$437,666$3,018iApproximate average salary by contribution assumption: employee only about $75,460 at 4% or $50,306 at 6%; with 50% employer match about $50,306 at 4% or $33,538 at 6%; with 100% employer match about $37,730 at 4% or $25,153 at 6%.
20193220$24,669,296$1,210,814$5,504iApproximate average salary by contribution assumption: employee only about $137,593 at 4% or $91,728 at 6%; with 50% employer match about $91,728 at 4% or $61,152 at 6%; with 100% employer match about $68,796 at 4% or $45,864 at 6%.
Tiaa-Cref Retirement Plan for All Employees of Portledge School-220$18,302,266$834,803$3,795iApproximate average salary by contribution assumption: employee only about $94,864 at 4% or $63,243 at 6%; with 50% employer match about $63,243 at 4% or $42,162 at 6%; with 100% employer match about $47,432 at 4% or $31,621 at 6%.
Tiaa-Cref Tax Deferred Annuity Plan for All Employees of Portledge School-43$6,367,030$376,011$8,744iApproximate average salary by contribution assumption: employee only about $218,611 at 4% or $145,741 at 6%; with 50% employer match about $145,741 at 4% or $97,160 at 6%; with 100% employer match about $109,306 at 4% or $72,870 at 6%.
Portledge School Section 125 Plan-127---
20183215$20,966,506$1,131,138$5,261iApproximate average salary by contribution assumption: employee only about $131,528 at 4% or $87,685 at 6%; with 50% employer match about $87,685 at 4% or $58,457 at 6%; with 100% employer match about $65,764 at 4% or $43,843 at 6%.
Tiaa-Cref Retirement Plan for All Employees of Portledge School-215$15,746,189$734,460$3,416iApproximate average salary by contribution assumption: employee only about $85,402 at 4% or $56,935 at 6%; with 50% employer match about $56,935 at 4% or $37,957 at 6%; with 100% employer match about $42,701 at 4% or $28,467 at 6%.
Tiaa-Cref Tax Deferred Annuity Plan for All Employees of Portledge School-44$5,220,317$396,678$9,015iApproximate average salary by contribution assumption: employee only about $225,385 at 4% or $150,257 at 6%; with 50% employer match about $150,257 at 4% or $100,171 at 6%; with 100% employer match about $112,693 at 4% or $75,128 at 6%.
Portledge School Section 125 Plan-125---
20173198$20,691,086$1,393,047$7,036iApproximate average salary by contribution assumption: employee only about $175,890 at 4% or $117,260 at 6%; with 50% employer match about $117,260 at 4% or $78,173 at 6%; with 100% employer match about $87,945 at 4% or $58,630 at 6%.
Tiaa-Cref Retirement Plan for All Employees of Portledge School-198$15,644,801$659,238$3,329iApproximate average salary by contribution assumption: employee only about $83,237 at 4% or $55,491 at 6%; with 50% employer match about $55,491 at 4% or $36,994 at 6%; with 100% employer match about $41,619 at 4% or $27,746 at 6%.
Tiaa-Cref Tax Deferred Annuity Plan for All Employees of Portledge School-44$5,046,285$733,809$16,677iApproximate average salary by contribution assumption: employee only about $416,937 at 4% or $277,958 at 6%; with 50% employer match about $277,958 at 4% or $185,305 at 6%; with 100% employer match about $208,468 at 4% or $138,979 at 6%.
Portledge School Section 125 Plan-106---
20163110$12,676,118$925,193$8,411iApproximate average salary by contribution assumption: employee only about $210,271 at 4% or $140,181 at 6%; with 50% employer match about $140,181 at 4% or $93,454 at 6%; with 100% employer match about $105,136 at 4% or $70,090 at 6%.
Tiaa-Cref Retirement Plan for All Employees of Portledge School-110$8,921,735$693,804$6,307iApproximate average salary by contribution assumption: employee only about $157,683 at 4% or $105,122 at 6%; with 50% employer match about $105,122 at 4% or $70,081 at 6%; with 100% employer match about $78,841 at 4% or $52,561 at 6%.
Tiaa-Cref Tax Deferred Annuity Plan for All Employees of Portledge School-44$3,754,383$231,389$5,259iApproximate average salary by contribution assumption: employee only about $131,471 at 4% or $87,647 at 6%; with 50% employer match about $87,647 at 4% or $58,432 at 6%; with 100% employer match about $65,736 at 4% or $43,824 at 6%.
Portledge School Section 125 Plan-81---
20153101$11,305,153$788,610$7,808iApproximate average salary by contribution assumption: employee only about $195,200 at 4% or $130,134 at 6%; with 50% employer match about $130,134 at 4% or $86,756 at 6%; with 100% employer match about $97,600 at 4% or $65,067 at 6%.
Tiaa-Cref Retirement Plan for All Employees of Portledge School-101$7,950,145$627,296$6,211iApproximate average salary by contribution assumption: employee only about $155,271 at 4% or $103,514 at 6%; with 50% employer match about $103,514 at 4% or $69,009 at 6%; with 100% employer match about $77,636 at 4% or $51,757 at 6%.
Tiaa-Cref Tax Deferred Annuity Plan for All Employees of Portledge School-44$3,355,008$161,314$3,666iApproximate average salary by contribution assumption: employee only about $91,656 at 4% or $61,104 at 6%; with 50% employer match about $61,104 at 4% or $40,736 at 6%; with 100% employer match about $45,828 at 4% or $30,552 at 6%.
Portledge School Section 125 Plan-81---
2014386$10,619,906$730,513$8,494iApproximate average salary by contribution assumption: employee only about $212,358 at 4% or $141,572 at 6%; with 50% employer match about $141,572 at 4% or $94,382 at 6%; with 100% employer match about $106,179 at 4% or $70,786 at 6%.
Tiaa-Cref Retirement Plan for All Employees of Portledge School-86$7,333,014$563,220$6,549iApproximate average salary by contribution assumption: employee only about $163,727 at 4% or $109,151 at 6%; with 50% employer match about $109,151 at 4% or $72,767 at 6%; with 100% employer match about $81,863 at 4% or $54,576 at 6%.
Tiaa-Cref Tax Deferred Annuity Plan for All Employees of Portledge School-38$3,286,892$167,293$4,402iApproximate average salary by contribution assumption: employee only about $110,061 at 4% or $73,374 at 6%; with 50% employer match about $73,374 at 4% or $48,916 at 6%; with 100% employer match about $55,031 at 4% or $36,687 at 6%.
Portledge School Section 125 Plan-81---
20133100$9,392,458$683,492$6,835iApproximate average salary by contribution assumption: employee only about $170,873 at 4% or $113,915 at 6%; with 50% employer match about $113,915 at 4% or $75,944 at 6%; with 100% employer match about $85,437 at 4% or $56,958 at 6%.
Tiaa-Cref Retirement Plan for All Employees of Portledge School-100$6,451,562$511,947$5,119iApproximate average salary by contribution assumption: employee only about $127,987 at 4% or $85,325 at 6%; with 50% employer match about $85,325 at 4% or $56,883 at 6%; with 100% employer match about $63,993 at 4% or $42,662 at 6%.
Tiaa-Cref Tax Deferred Annuity Plan for All Employees of Portledge School-37$2,940,896$171,545$4,636iApproximate average salary by contribution assumption: employee only about $115,909 at 4% or $77,273 at 6%; with 50% employer match about $77,273 at 4% or $51,515 at 6%; with 100% employer match about $57,954 at 4% or $38,636 at 6%.
Portledge School Section 125 Plan-77---
2012397$7,798,443$585,600$6,037iApproximate average salary by contribution assumption: employee only about $150,928 at 4% or $100,619 at 6%; with 50% employer match about $100,619 at 4% or $67,079 at 6%; with 100% employer match about $75,464 at 4% or $50,309 at 6%.
Tiaa-Cref Retirement Plan for All Employees of Portledge School-97$5,369,059$379,454$3,912iApproximate average salary by contribution assumption: employee only about $97,797 at 4% or $65,198 at 6%; with 50% employer match about $65,198 at 4% or $43,466 at 6%; with 100% employer match about $48,899 at 4% or $32,599 at 6%.
Tiaa-Cref Tax Deferred Annuity Plan for All Employees of Portledge School-38$2,429,384$206,146$5,425iApproximate average salary by contribution assumption: employee only about $135,622 at 4% or $90,415 at 6%; with 50% employer match about $90,415 at 4% or $60,277 at 6%; with 100% employer match about $67,811 at 4% or $45,207 at 6%.
Portledge School Section 125 Plan-71---
2011392$7,536,220$732,089$7,957iApproximate average salary by contribution assumption: employee only about $198,937 at 4% or $132,625 at 6%; with 50% employer match about $132,625 at 4% or $88,417 at 6%; with 100% employer match about $99,469 at 4% or $66,312 at 6%.
Tiaa-Cref Retirement Plan for All Employees of Portledge School-92$5,058,739$468,492$5,092iApproximate average salary by contribution assumption: employee only about $127,308 at 4% or $84,872 at 6%; with 50% employer match about $84,872 at 4% or $56,581 at 6%; with 100% employer match about $63,654 at 4% or $42,436 at 6%.
Tiaa-Cref Tax Deferred Annuity Plan for All Employees of Portledge School-41$2,477,481$263,597$6,429iApproximate average salary by contribution assumption: employee only about $160,730 at 4% or $107,153 at 6%; with 50% employer match about $107,153 at 4% or $71,436 at 6%; with 100% employer match about $80,365 at 4% or $53,577 at 6%.
Portledge School Section 125 Plan-70---
2010392$7,808,711$784,067$8,522iApproximate average salary by contribution assumption: employee only about $213,062 at 4% or $142,041 at 6%; with 50% employer match about $142,041 at 4% or $94,694 at 6%; with 100% employer match about $106,531 at 4% or $71,021 at 6%.
Tiaa-Cref Retirement Plan for All Employees of Portledge School-92$5,321,799$552,846$6,009iApproximate average salary by contribution assumption: employee only about $150,230 at 4% or $100,153 at 6%; with 50% employer match about $100,153 at 4% or $66,769 at 6%; with 100% employer match about $75,115 at 4% or $50,077 at 6%.
Tiaa-Cref Tax Deferred Annuity Plan for All Employees of Portledge School-55$2,486,912$231,221$4,204iApproximate average salary by contribution assumption: employee only about $105,100 at 4% or $70,067 at 6%; with 50% employer match about $70,067 at 4% or $46,711 at 6%; with 100% employer match about $52,550 at 4% or $35,033 at 6%.
Portledge School Section 125 Plan-78---
2009389$7,155,280$819,172$9,204iApproximate average salary by contribution assumption: employee only about $230,104 at 4% or $153,403 at 6%; with 50% employer match about $153,403 at 4% or $102,269 at 6%; with 100% employer match about $115,052 at 4% or $76,701 at 6%.
Tiaa-Cref Retirement Plan for All Employees of Portledge School-89$4,792,274$541,945$6,089iApproximate average salary by contribution assumption: employee only about $152,232 at 4% or $101,488 at 6%; with 50% employer match about $101,488 at 4% or $67,659 at 6%; with 100% employer match about $76,116 at 4% or $50,744 at 6%.
Tiaa-Cref Tax Deferred Annuity Plan for All Employees of Portledge School-59$2,363,006$277,227$4,699iApproximate average salary by contribution assumption: employee only about $117,469 at 4% or $78,313 at 6%; with 50% employer match about $78,313 at 4% or $52,208 at 6%; with 100% employer match about $58,735 at 4% or $39,156 at 6%.
Portledge School Section 125 Plan-71---
2008380$0$0-
Tiaa-Cref Tax Deferred Annuity Plan for All Employees of Portledge School-17---
Tiaa-Cref Retirement Plan for All Employees of Portledge School-80---
Portledge School Section 125 Plan-68---
2007377$0$0-
Tiaa-Cref Retirement Plan for All Employees of Portledge School-65---
Tiaa-Cref Tax Deferred Annuity Plan for All Employees of Portledge School-17---
Portledge School Section 125 Plan-77---
20063112$0$0-
Tiaa-Cref Tax Deferred Annuity Plan for All Employees of Portledge School-31---
Tiaa-Cref Retirement Plan for All Employees of Portledge School-81---
Portledge School Section 125 Plan-112---
2005383$0$0-
Tiaa-Cref Retirement Plan for All Employees of Portledge School-80---
Tiaa-Cref Tax Deferred Annuity Plan for All Employees of Portledge School-80---
Portledge School Section 125 Plan-83---
2003375$0$0-
Tiaa-Cref Retirement Plan for All Employees of Portledge School-75---
Tiaa-Cref Tax Deferred Annuity Plan for All Employees of Portledge School-75---
Portledge School Section 125 Plan-55---
200120$0$0-
Tiaa-Cref Tax Deferred Annuity Plan for All Employees of Portledge School-0---
Tiaa-Cref Retirement Plan for All Employees of Portledge School-0---