EDUCATIONAL RECORDS BUREAU TAX ANNUITY PLAN
Plan context: Educational Records Bureau Tax Annuity Plan
EIN 13-1782470 • New York, NY • 22 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
84
2025 Assets
$9,915,086
2025 Contributions
$719,607
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 84 | $9,915,086 | $719,607 | $8,567iApproximate average salary by contribution assumption: employee only about $214,169 at 4% or $142,779 at 6%; with 50% employer match about $142,779 at 4% or $95,186 at 6%; with 100% employer match about $107,084 at 4% or $71,390 at 6%. |
| Educational Records Bureau Tax Annuity Plan | - | 84 | $9,915,086 | $719,607 | $8,567iApproximate average salary by contribution assumption: employee only about $214,169 at 4% or $142,779 at 6%; with 50% employer match about $142,779 at 4% or $95,186 at 6%; with 100% employer match about $107,084 at 4% or $71,390 at 6%. |
| 2024 | 1 | 78 | $8,661,369 | $603,585 | $7,738iApproximate average salary by contribution assumption: employee only about $193,457 at 4% or $128,971 at 6%; with 50% employer match about $128,971 at 4% or $85,981 at 6%; with 100% employer match about $96,728 at 4% or $64,486 at 6%. |
| Educational Records Bureau Tax Annuity Plan | - | 78 | $8,661,369 | $603,585 | $7,738iApproximate average salary by contribution assumption: employee only about $193,457 at 4% or $128,971 at 6%; with 50% employer match about $128,971 at 4% or $85,981 at 6%; with 100% employer match about $96,728 at 4% or $64,486 at 6%. |
| 2023 | 1 | 76 | $7,418,207 | $542,161 | $7,134iApproximate average salary by contribution assumption: employee only about $178,342 at 4% or $118,895 at 6%; with 50% employer match about $118,895 at 4% or $79,263 at 6%; with 100% employer match about $89,171 at 4% or $59,447 at 6%. |
| Educational Records Bureau Tax Annuity Plan | - | 76 | $7,418,207 | $542,161 | $7,134iApproximate average salary by contribution assumption: employee only about $178,342 at 4% or $118,895 at 6%; with 50% employer match about $118,895 at 4% or $79,263 at 6%; with 100% employer match about $89,171 at 4% or $59,447 at 6%. |
| 2022 | 1 | 62 | $6,427,122 | $713,132 | $11,502iApproximate average salary by contribution assumption: employee only about $287,553 at 4% or $191,702 at 6%; with 50% employer match about $191,702 at 4% or $127,801 at 6%; with 100% employer match about $143,777 at 4% or $95,851 at 6%. |
| Educational Records Bureau Tax Annuity Plan | - | 62 | $6,427,122 | $713,132 | $11,502iApproximate average salary by contribution assumption: employee only about $287,553 at 4% or $191,702 at 6%; with 50% employer match about $191,702 at 4% or $127,801 at 6%; with 100% employer match about $143,777 at 4% or $95,851 at 6%. |
| 2021 | 1 | 72 | $6,647,535 | $318,924 | $4,430iApproximate average salary by contribution assumption: employee only about $110,738 at 4% or $73,825 at 6%; with 50% employer match about $73,825 at 4% or $49,217 at 6%; with 100% employer match about $55,369 at 4% or $36,913 at 6%. |
| Educational Records Bureau Tax Annuity Plan | - | 72 | $6,647,535 | $318,924 | $4,430iApproximate average salary by contribution assumption: employee only about $110,738 at 4% or $73,825 at 6%; with 50% employer match about $73,825 at 4% or $49,217 at 6%; with 100% employer match about $55,369 at 4% or $36,913 at 6%. |
| 2020 | 1 | 66 | $6,167,657 | $419,611 | $6,358iApproximate average salary by contribution assumption: employee only about $158,944 at 4% or $105,962 at 6%; with 50% employer match about $105,962 at 4% or $70,642 at 6%; with 100% employer match about $79,472 at 4% or $52,981 at 6%. |
| Educational Records Bureau Tax Annuity Plan | - | 66 | $6,167,657 | $419,611 | $6,358iApproximate average salary by contribution assumption: employee only about $158,944 at 4% or $105,962 at 6%; with 50% employer match about $105,962 at 4% or $70,642 at 6%; with 100% employer match about $79,472 at 4% or $52,981 at 6%. |
| 2017 | 1 | 56 | $5,963,277 | $533,188 | $9,521iApproximate average salary by contribution assumption: employee only about $238,030 at 4% or $158,687 at 6%; with 50% employer match about $158,687 at 4% or $105,791 at 6%; with 100% employer match about $119,015 at 4% or $79,343 at 6%. |
| Educational Records Bureau Tax Annuity Plan | - | 56 | $5,963,277 | $533,188 | $9,521iApproximate average salary by contribution assumption: employee only about $238,030 at 4% or $158,687 at 6%; with 50% employer match about $158,687 at 4% or $105,791 at 6%; with 100% employer match about $119,015 at 4% or $79,343 at 6%. |
| 2016 | 1 | 53 | $4,942,148 | $396,778 | $7,486iApproximate average salary by contribution assumption: employee only about $187,159 at 4% or $124,773 at 6%; with 50% employer match about $124,773 at 4% or $83,182 at 6%; with 100% employer match about $93,580 at 4% or $62,386 at 6%. |
| Educational Records Bureau Tax Annuity Plan | - | 53 | $4,942,148 | $396,778 | $7,486iApproximate average salary by contribution assumption: employee only about $187,159 at 4% or $124,773 at 6%; with 50% employer match about $124,773 at 4% or $83,182 at 6%; with 100% employer match about $93,580 at 4% or $62,386 at 6%. |
| 2015 | 1 | 51 | $4,483,747 | $408,616 | $8,012iApproximate average salary by contribution assumption: employee only about $200,302 at 4% or $133,535 at 6%; with 50% employer match about $133,535 at 4% or $89,023 at 6%; with 100% employer match about $100,151 at 4% or $66,767 at 6%. |
| Educational Records Bureau Tax Annuity Plan | - | 51 | $4,483,747 | $408,616 | $8,012iApproximate average salary by contribution assumption: employee only about $200,302 at 4% or $133,535 at 6%; with 50% employer match about $133,535 at 4% or $89,023 at 6%; with 100% employer match about $100,151 at 4% or $66,767 at 6%. |
| 2014 | 1 | 47 | $4,114,067 | $342,562 | $7,289iApproximate average salary by contribution assumption: employee only about $182,214 at 4% or $121,476 at 6%; with 50% employer match about $121,476 at 4% or $80,984 at 6%; with 100% employer match about $91,107 at 4% or $60,738 at 6%. |
| Educational Records Bureau Tax Annuity Plan | - | 47 | $4,114,067 | $342,562 | $7,289iApproximate average salary by contribution assumption: employee only about $182,214 at 4% or $121,476 at 6%; with 50% employer match about $121,476 at 4% or $80,984 at 6%; with 100% employer match about $91,107 at 4% or $60,738 at 6%. |
| 2013 | 1 | 40 | $3,927,297 | $282,812 | $7,070iApproximate average salary by contribution assumption: employee only about $176,758 at 4% or $117,838 at 6%; with 50% employer match about $117,838 at 4% or $78,559 at 6%; with 100% employer match about $88,379 at 4% or $58,919 at 6%. |
| Educational Records Bureau Tax Annuity Plan | - | 40 | $3,927,297 | $282,812 | $7,070iApproximate average salary by contribution assumption: employee only about $176,758 at 4% or $117,838 at 6%; with 50% employer match about $117,838 at 4% or $78,559 at 6%; with 100% employer match about $88,379 at 4% or $58,919 at 6%. |
| 2012 | 1 | 36 | $3,263,401 | $530,439 | $14,734iApproximate average salary by contribution assumption: employee only about $368,360 at 4% or $245,574 at 6%; with 50% employer match about $245,574 at 4% or $163,716 at 6%; with 100% employer match about $184,180 at 4% or $122,787 at 6%. |
| Educational Records Bureau Tax Annuity Plan | - | 36 | $3,263,401 | $530,439 | $14,734iApproximate average salary by contribution assumption: employee only about $368,360 at 4% or $245,574 at 6%; with 50% employer match about $245,574 at 4% or $163,716 at 6%; with 100% employer match about $184,180 at 4% or $122,787 at 6%. |
| 2011 | 1 | 29 | $2,573,751 | $186,019 | $6,414iApproximate average salary by contribution assumption: employee only about $160,361 at 4% or $106,907 at 6%; with 50% employer match about $106,907 at 4% or $71,272 at 6%; with 100% employer match about $80,181 at 4% or $53,454 at 6%. |
| Educational Records Bureau Tax Annuity Plan | - | 29 | $2,573,751 | $186,019 | $6,414iApproximate average salary by contribution assumption: employee only about $160,361 at 4% or $106,907 at 6%; with 50% employer match about $106,907 at 4% or $71,272 at 6%; with 100% employer match about $80,181 at 4% or $53,454 at 6%. |
| 2010 | 1 | 30 | $2,377,523 | $152,020 | $5,067iApproximate average salary by contribution assumption: employee only about $126,683 at 4% or $84,456 at 6%; with 50% employer match about $84,456 at 4% or $56,304 at 6%; with 100% employer match about $63,342 at 4% or $42,228 at 6%. |
| Educational Records Bureau Tax Annuity Plan | - | 30 | $2,377,523 | $152,020 | $5,067iApproximate average salary by contribution assumption: employee only about $126,683 at 4% or $84,456 at 6%; with 50% employer match about $84,456 at 4% or $56,304 at 6%; with 100% employer match about $63,342 at 4% or $42,228 at 6%. |
| 2009 | 1 | 28 | $2,098,080 | $127,869 | $4,567iApproximate average salary by contribution assumption: employee only about $114,169 at 4% or $76,113 at 6%; with 50% employer match about $76,113 at 4% or $50,742 at 6%; with 100% employer match about $57,084 at 4% or $38,056 at 6%. |
| Educational Records Bureau Tax Annuity Plan | - | 28 | $2,098,080 | $127,869 | $4,567iApproximate average salary by contribution assumption: employee only about $114,169 at 4% or $76,113 at 6%; with 50% employer match about $76,113 at 4% or $50,742 at 6%; with 100% employer match about $57,084 at 4% or $38,056 at 6%. |
| 2006 | 1 | 0 | $0 | $0 | - |
| Educational Records Bureau Tax Annuity Plan | - | 0 | - | - | - |
| 2005 | 1 | 0 | $0 | $0 | - |
| Educational Records Bureau Tax Annuity Plan | - | 0 | - | - | - |
| 2004 | 1 | 0 | $0 | $0 | - |
| Educational Records Bureau Tax Annuity Plan | - | 0 | - | - | - |
| 2003 | 1 | 0 | $0 | $0 | - |
| Educational Records Bureau Tax Annuity Plan | - | 0 | - | - | - |
| 2002 | 1 | 0 | $0 | $0 | - |
| Educational Records Bureau Tax Annuity Plan | - | 0 | - | - | - |
| 2001 | 1 | 0 | $0 | $0 | - |
| Educational Records Bureau Tax Annuity Plan | - | 0 | - | - | - |
| 1999 | 1 | 0 | $0 | $0 | - |
| Educational Records Bureau Tax Annuity Plan | - | 0 | - | - | - |