JOSIAH MACY JR. FOUNDATION 44 EAST 64TH STREET
Plan context: Tax Deferred Annuity Plan for All Employees of the Josiah Macy Jr Foundation
EIN 13-5596895 • New York, NY • 54 filings • 9 plans
Current Snapshot
Latest Year
2024
2024 Participants
25
2024 Assets
$9,271,195
2024 Contributions
$279,064
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 | 2 | 25 | $9,271,195 | $279,064 | $11,163iApproximate average salary by contribution assumption: employee only about $279,064 at 4% or $186,043 at 6%; with 50% employer match about $186,043 at 4% or $124,028 at 6%; with 100% employer match about $139,532 at 4% or $93,021 at 6%. |
| Tax Deferred Annuity Plan for All Employees of the Josiah Macy Jr Foundation | - | 14 | $5,149,211 | $72,596 | $5,185iApproximate average salary by contribution assumption: employee only about $129,636 at 4% or $86,424 at 6%; with 50% employer match about $86,424 at 4% or $57,616 at 6%; with 100% employer match about $64,818 at 4% or $43,212 at 6%. |
| Defined Contribution for All Employees for Retirement of the Josiah Macy Jr Foundation | - | 25 | $4,121,984 | $206,468 | $8,259iApproximate average salary by contribution assumption: employee only about $206,468 at 4% or $137,645 at 6%; with 50% employer match about $137,645 at 4% or $91,764 at 6%; with 100% employer match about $103,234 at 4% or $68,823 at 6%. |
| 2023 | 2 | 24 | $8,233,309 | $773,346 | $32,223iApproximate average salary by contribution assumption: employee only about $805,569 at 4% or $537,046 at 6%; with 50% employer match about $537,046 at 4% or $358,031 at 6%; with 100% employer match about $402,784 at 4% or $268,523 at 6%. |
| Tax Deferred Annuity Plan for All Employees of the Josiah Macy Jr Foundation | - | 14 | $4,708,752 | $566,511 | $40,465iApproximate average salary by contribution assumption: employee only about $1,011,627 at 4% or $674,418 at 6%; with 50% employer match about $674,418 at 4% or $449,612 at 6%; with 100% employer match about $505,813 at 4% or $337,209 at 6%. |
| Defined Contribution for All Employees for Retirement of the Josiah Macy Jr Foundation | - | 24 | $3,524,557 | $206,835 | $8,618iApproximate average salary by contribution assumption: employee only about $215,453 at 4% or $143,635 at 6%; with 50% employer match about $143,635 at 4% or $95,757 at 6%; with 100% employer match about $107,727 at 4% or $71,818 at 6%. |
| 2022 | 2 | 24 | $6,749,648 | $284,448 | $11,852iApproximate average salary by contribution assumption: employee only about $296,300 at 4% or $197,533 at 6%; with 50% employer match about $197,533 at 4% or $131,689 at 6%; with 100% employer match about $148,150 at 4% or $98,767 at 6%. |
| Tax Deferred Annuity Plan for All Employees of the Josiah Macy Jr Foundation | - | 13 | $3,792,770 | $89,800 | $6,908iApproximate average salary by contribution assumption: employee only about $172,692 at 4% or $115,128 at 6%; with 50% employer match about $115,128 at 4% or $76,752 at 6%; with 100% employer match about $86,346 at 4% or $57,564 at 6%. |
| Defined Contribution for All Employees for Retirement of the Josiah Macy Jr Foundation | - | 24 | $2,956,878 | $194,648 | $8,110iApproximate average salary by contribution assumption: employee only about $202,758 at 4% or $135,172 at 6%; with 50% employer match about $135,172 at 4% or $90,115 at 6%; with 100% employer match about $101,379 at 4% or $67,586 at 6%. |
| 2021 | 2 | 24 | $7,757,497 | $250,013 | $10,417iApproximate average salary by contribution assumption: employee only about $260,430 at 4% or $173,620 at 6%; with 50% employer match about $173,620 at 4% or $115,747 at 6%; with 100% employer match about $130,215 at 4% or $86,810 at 6%. |
| Tax Deferred Annuity Plan for All Employees of the Josiah Macy Jr Foundation | - | 13 | $4,520,321 | $88,250 | $6,788iApproximate average salary by contribution assumption: employee only about $169,712 at 4% or $113,141 at 6%; with 50% employer match about $113,141 at 4% or $75,427 at 6%; with 100% employer match about $84,856 at 4% or $56,571 at 6%. |
| Defined Contribution for All Employees for Retirement of the Josiah Macy Jr Foundation | - | 24 | $3,237,176 | $161,763 | $6,740iApproximate average salary by contribution assumption: employee only about $168,503 at 4% or $112,335 at 6%; with 50% employer match about $112,335 at 4% or $74,890 at 6%; with 100% employer match about $84,252 at 4% or $56,168 at 6%. |
| 2020 | 2 | 23 | $7,278,122 | $259,521 | $11,284iApproximate average salary by contribution assumption: employee only about $282,088 at 4% or $188,059 at 6%; with 50% employer match about $188,059 at 4% or $125,372 at 6%; with 100% employer match about $141,044 at 4% or $94,029 at 6%. |
| Tax Deferred Annuity Plan for All Employees of the Josiah Macy Jr Foundation | - | 12 | $4,150,402 | $122,978 | $10,248iApproximate average salary by contribution assumption: employee only about $256,204 at 4% or $170,803 at 6%; with 50% employer match about $170,803 at 4% or $113,869 at 6%; with 100% employer match about $128,102 at 4% or $85,401 at 6%. |
| Defined Contribution for All Employees for Retirement of the Josiah Macy Jr Foundation | - | 23 | $3,127,720 | $136,543 | $5,937iApproximate average salary by contribution assumption: employee only about $148,416 at 4% or $98,944 at 6%; with 50% employer match about $98,944 at 4% or $65,963 at 6%; with 100% employer match about $74,208 at 4% or $49,472 at 6%. |
| 2019 | 2 | 24 | $6,460,794 | $192,828 | $8,035iApproximate average salary by contribution assumption: employee only about $200,863 at 4% or $133,908 at 6%; with 50% employer match about $133,908 at 4% or $89,272 at 6%; with 100% employer match about $100,431 at 4% or $66,954 at 6%. |
| Tax Deferred Annuity Plan for All Employees of the Josiah Macy Jr Foundation | - | 12 | $3,694,254 | $67,600 | $5,633iApproximate average salary by contribution assumption: employee only about $140,833 at 4% or $93,889 at 6%; with 50% employer match about $93,889 at 4% or $62,593 at 6%; with 100% employer match about $70,417 at 4% or $46,944 at 6%. |
| Defined Contribution for All Employees for Retirement of the Josiah Macy Jr Foundation | - | 24 | $2,766,540 | $125,228 | $5,218iApproximate average salary by contribution assumption: employee only about $130,446 at 4% or $86,964 at 6%; with 50% employer match about $86,964 at 4% or $57,976 at 6%; with 100% employer match about $65,223 at 4% or $43,482 at 6%. |
| 2018 | 2 | 25 | $5,600,959 | $212,893 | $8,516iApproximate average salary by contribution assumption: employee only about $212,893 at 4% or $141,929 at 6%; with 50% employer match about $141,929 at 4% or $94,619 at 6%; with 100% employer match about $106,446 at 4% or $70,964 at 6%. |
| Tax Deferred Annuity Plan for All Employees of the Josiah Macy Jr Foundation | - | 12 | $3,264,004 | $86,260 | $7,188iApproximate average salary by contribution assumption: employee only about $179,708 at 4% or $119,806 at 6%; with 50% employer match about $119,806 at 4% or $79,870 at 6%; with 100% employer match about $89,854 at 4% or $59,903 at 6%. |
| Defined Contribution for All Employees for Retirement of the Josiah Macy Jr Foundation | - | 25 | $2,336,955 | $126,633 | $5,065iApproximate average salary by contribution assumption: employee only about $126,633 at 4% or $84,422 at 6%; with 50% employer match about $84,422 at 4% or $56,281 at 6%; with 100% employer match about $63,316 at 4% or $42,211 at 6%. |
| 2017 | 2 | 23 | $6,079,332 | $208,549 | $9,067iApproximate average salary by contribution assumption: employee only about $226,684 at 4% or $151,122 at 6%; with 50% employer match about $151,122 at 4% or $100,748 at 6%; with 100% employer match about $113,342 at 4% or $75,561 at 6%. |
| Tax Deferred Annuity Plan for All Employees of the Josiah Macy Jr Foundation | - | 11 | $3,469,829 | $73,900 | $6,718iApproximate average salary by contribution assumption: employee only about $167,955 at 4% or $111,970 at 6%; with 50% employer match about $111,970 at 4% or $74,646 at 6%; with 100% employer match about $83,977 at 4% or $55,985 at 6%. |
| Defined Contribution for All Employees for Retirement of the Josiah Macy Jr Foundation | - | 23 | $2,609,503 | $134,649 | $5,854iApproximate average salary by contribution assumption: employee only about $146,358 at 4% or $97,572 at 6%; with 50% employer match about $97,572 at 4% or $65,048 at 6%; with 100% employer match about $73,179 at 4% or $48,786 at 6%. |
| 2016 | 2 | 24 | $5,202,385 | $203,177 | $8,466iApproximate average salary by contribution assumption: employee only about $211,643 at 4% or $141,095 at 6%; with 50% employer match about $141,095 at 4% or $94,063 at 6%; with 100% employer match about $105,821 at 4% or $70,548 at 6%. |
| Tax Deferred Annuity Plan for All Employees of the Josiah Macy Jr Foundation | - | 11 | $2,911,431 | $71,600 | $6,509iApproximate average salary by contribution assumption: employee only about $162,727 at 4% or $108,485 at 6%; with 50% employer match about $108,485 at 4% or $72,323 at 6%; with 100% employer match about $81,364 at 4% or $54,242 at 6%. |
| Defined Contribution for All Employees for Retirement of the Josiah Macy Jr Foundation | - | 24 | $2,290,954 | $131,577 | $5,482iApproximate average salary by contribution assumption: employee only about $137,059 at 4% or $91,373 at 6%; with 50% employer match about $91,373 at 4% or $60,915 at 6%; with 100% employer match about $68,530 at 4% or $45,686 at 6%. |
| 2015 | 2 | 24 | $4,917,725 | $1,922,757 | $80,115iApproximate average salary by contribution assumption: employee only about $2,002,872 at 4% or $1,335,248 at 6%; with 50% employer match about $1,335,248 at 4% or $890,165 at 6%; with 100% employer match about $1,001,436 at 4% or $667,624 at 6%. |
| Tax Deferred Annuity Plan for All Employees of the Josiah Macy Jr Foundation | - | 10 | $2,697,099 | $1,793,331 | $179,333iApproximate average salary by contribution assumption: employee only about $4,483,328 at 4% or $2,988,885 at 6%; with 50% employer match about $2,988,885 at 4% or $1,992,590 at 6%; with 100% employer match about $2,241,664 at 4% or $1,494,443 at 6%. |
| Defined Contribution for All Employees for Retirement of the Josiah Macy Jr Foundation | - | 24 | $2,220,626 | $129,426 | $5,393iApproximate average salary by contribution assumption: employee only about $134,819 at 4% or $89,879 at 6%; with 50% employer match about $89,879 at 4% or $59,919 at 6%; with 100% employer match about $67,409 at 4% or $44,940 at 6%. |
| 2014 | 2 | 24 | $3,103,460 | $175,433 | $7,310iApproximate average salary by contribution assumption: employee only about $182,743 at 4% or $121,828 at 6%; with 50% employer match about $121,828 at 4% or $81,219 at 6%; with 100% employer match about $91,371 at 4% or $60,914 at 6%. |
| Defined Contribution for All Employees for Retirement of the Josiah Macy Jr Foundation | - | 24 | $2,164,210 | $123,801 | $5,158iApproximate average salary by contribution assumption: employee only about $128,959 at 4% or $85,973 at 6%; with 50% employer match about $85,973 at 4% or $57,315 at 6%; with 100% employer match about $64,480 at 4% or $42,986 at 6%. |
| Tax Deferred Annuity Plan for All Employees of the Josiah Macy Jr Foundation | - | 10 | $939,250 | $51,632 | $5,163iApproximate average salary by contribution assumption: employee only about $129,080 at 4% or $86,053 at 6%; with 50% employer match about $86,053 at 4% or $57,369 at 6%; with 100% employer match about $64,540 at 4% or $43,027 at 6%. |
| 2013 | 2 | 23 | $2,955,066 | $161,089 | $7,004iApproximate average salary by contribution assumption: employee only about $175,097 at 4% or $116,731 at 6%; with 50% employer match about $116,731 at 4% or $77,821 at 6%; with 100% employer match about $87,548 at 4% or $58,366 at 6%. |
| Defined Contribution for All Employees for Retirement of the Josiah Macy Jr Foundation | - | 23 | $2,123,577 | $113,629 | $4,940iApproximate average salary by contribution assumption: employee only about $123,510 at 4% or $82,340 at 6%; with 50% employer match about $82,340 at 4% or $54,893 at 6%; with 100% employer match about $61,755 at 4% or $41,170 at 6%. |
| Tax Deferred Annuity Plan for All Employees of the Josiah Macy Jr Foundation | - | 9 | $831,489 | $47,460 | $5,273iApproximate average salary by contribution assumption: employee only about $131,833 at 4% or $87,889 at 6%; with 50% employer match about $87,889 at 4% or $58,593 at 6%; with 100% employer match about $65,917 at 4% or $43,944 at 6%. |
| 2012 | 2 | 22 | $2,937,660 | $140,249 | $6,375iApproximate average salary by contribution assumption: employee only about $159,374 at 4% or $106,249 at 6%; with 50% employer match about $106,249 at 4% or $70,833 at 6%; with 100% employer match about $79,687 at 4% or $53,125 at 6%. |
| Defined Contribution for All Employees for Retirement of the Josiah Macy Jr Foundation | - | 22 | $2,137,252 | $109,124 | $4,960iApproximate average salary by contribution assumption: employee only about $124,005 at 4% or $82,670 at 6%; with 50% employer match about $82,670 at 4% or $55,113 at 6%; with 100% employer match about $62,002 at 4% or $41,335 at 6%. |
| Tax Deferred Annuity Plan for All Employees of the Josiah Macy Jr Foundation | - | 9 | $800,408 | $31,125 | $3,458iApproximate average salary by contribution assumption: employee only about $86,458 at 4% or $57,639 at 6%; with 50% employer match about $57,639 at 4% or $38,426 at 6%; with 100% employer match about $43,229 at 4% or $28,819 at 6%. |
| 2011 | 3 | 23 | $2,810,918 | $126,389 | $5,495iApproximate average salary by contribution assumption: employee only about $137,379 at 4% or $91,586 at 6%; with 50% employer match about $91,586 at 4% or $61,057 at 6%; with 100% employer match about $68,690 at 4% or $45,793 at 6%. |
| Defined Contribution for All Employees for Retirement of the Josiah Macy Jr Foundation | - | 23 | $2,037,633 | $101,039 | $4,393iApproximate average salary by contribution assumption: employee only about $109,825 at 4% or $73,217 at 6%; with 50% employer match about $73,217 at 4% or $48,811 at 6%; with 100% employer match about $54,913 at 4% or $36,608 at 6%. |
| Tax Deferred Annuity Plan for All Employees of the Josiah Macy Jr Foundation | - | 9 | $773,285 | $25,350 | $2,817iApproximate average salary by contribution assumption: employee only about $70,417 at 4% or $46,944 at 6%; with 50% employer match about $46,944 at 4% or $31,296 at 6%; with 100% employer match about $35,208 at 4% or $23,472 at 6%. |
| Defined Contribution for All Employees for Retirement of the Josiah Macy Jr Foundation | - | 0 | $0 | $0 | - |
| 2010 | 3 | 22 | $2,857,715 | $139,868 | $6,358iApproximate average salary by contribution assumption: employee only about $158,941 at 4% or $105,961 at 6%; with 50% employer match about $105,961 at 4% or $70,640 at 6%; with 100% employer match about $79,470 at 4% or $52,980 at 6%. |
| Defined Contribution for All Employees for Retirement of the Josiah Macy Jr Foundation | - | 22 | $2,093,610 | $104,512 | $4,751iApproximate average salary by contribution assumption: employee only about $118,764 at 4% or $79,176 at 6%; with 50% employer match about $79,176 at 4% or $52,784 at 6%; with 100% employer match about $59,382 at 4% or $39,588 at 6%. |
| Tax Deferred Annuity Plan for All Employees of the Josiah Macy Jr Foundation | - | 8 | $762,100 | $35,356 | $4,420iApproximate average salary by contribution assumption: employee only about $110,488 at 4% or $73,658 at 6%; with 50% employer match about $73,658 at 4% or $49,106 at 6%; with 100% employer match about $55,244 at 4% or $36,829 at 6%. |
| JOSIAH MACY JR FOUNDATION 401 K PROFIT SHARING PLAN TRUST | - | 1 | $2,005 | $0 | - |
| 2009 | 3 | 21 | $3,136,634 | $143,174 | $6,818iApproximate average salary by contribution assumption: employee only about $170,445 at 4% or $113,630 at 6%; with 50% employer match about $113,630 at 4% or $75,753 at 6%; with 100% employer match about $85,223 at 4% or $56,815 at 6%. |
| Defined Contribution for All Employees for Retirement of the Josiah Macy Jr Foundation | - | 21 | $2,453,706 | $99,152 | $4,722iApproximate average salary by contribution assumption: employee only about $118,038 at 4% or $78,692 at 6%; with 50% employer match about $78,692 at 4% or $52,461 at 6%; with 100% employer match about $59,019 at 4% or $39,346 at 6%. |
| Tax Deferred Annuity Plan for All Employees of the Josiah Macy Jr Foundation | - | 9 | $681,127 | $42,078 | $4,675iApproximate average salary by contribution assumption: employee only about $116,883 at 4% or $77,922 at 6%; with 50% employer match about $77,922 at 4% or $51,948 at 6%; with 100% employer match about $58,442 at 4% or $38,961 at 6%. |
| Defined Contribution for All Employees for Retirement of the Josiah Macy Jr Foundation | - | 1 | $1,801 | $1,944 | $1,944iApproximate average salary by contribution assumption: employee only about $48,600 at 4% or $32,400 at 6%; with 50% employer match about $32,400 at 4% or $21,600 at 6%; with 100% employer match about $24,300 at 4% or $16,200 at 6%. |
| 2008 | 2 | 5 | $1,211 | $1,480 | $296iApproximate average salary by contribution assumption: employee only about $7,400 at 4% or $4,933 at 6%; with 50% employer match about $4,933 at 4% or $3,289 at 6%; with 100% employer match about $3,700 at 4% or $2,467 at 6%. |
| Defined Contribution for All Employees for Retirement of the Josiah Macy Jr Foundation | - | 5 | $1,211 | $1,480 | $296iApproximate average salary by contribution assumption: employee only about $7,400 at 4% or $4,933 at 6%; with 50% employer match about $4,933 at 4% or $3,289 at 6%; with 100% employer match about $3,700 at 4% or $2,467 at 6%. |
| Tax Deferred Annuity Plan for All Employees of the Josiah Macy Jr Foundation | - | 0 | - | - | - |
| 2007 | 2 | 0 | $0 | $0 | - |
| Defined Contribution for All Employees for Retirement of the Josiah Macy Jr Foundation | - | 0 | - | - | - |
| Tax Deferred Annuity Plan for All Employees of the Josiah Macy Jr Foundation | - | 0 | - | - | - |
| 2006 | 2 | 0 | $0 | $0 | - |
| Tax Deferred Annuity Plan for All Employees of the Josiah Macy Jr Foundation | - | 0 | - | - | - |
| Defined Contribution for All Employees for Retirement of the Josiah Macy Jr Foundation | - | 0 | - | - | - |
| 2005 | 2 | 0 | $0 | $0 | - |
| Defined Contribution for All Employees for Retirement of the Josiah Macy Jr Foundation | - | 0 | - | - | - |
| Tax Deferred Annuity Plan for All Employees of the Josiah Macy Jr Foundation | - | 0 | - | - | - |
| 2004 | 2 | 0 | $0 | $0 | - |
| Defined Contribution for All Employees for Retirement of the Josiah Macy Jr Foundation | - | 0 | - | - | - |
| Tax Deferred Annuity Plan for All Employees of the Josiah Macy Jr Foundation | - | 0 | - | - | - |
| 2003 | 2 | 0 | $0 | $0 | - |
| Tax Deferred Annuity Plan for All Employees of the Josiah Macy Jr Foundation | - | 0 | - | - | - |
| Defined Contribution for All Employees for Retirement of the Josiah Macy Jr Foundation | - | 0 | - | - | - |
| 2002 | 2 | 0 | $0 | $0 | - |
| Defined Contribution for All Employees for Retirement of the Josiah Macy Jr Foundation | - | 0 | - | - | - |
| Tax Deferred Annuity Plan for All Employees of the Josiah Macy Jr Foundation | - | 0 | - | - | - |
| 2001 | 2 | 0 | $0 | $0 | - |
| Tax Deferred Annuity Plan for All Employees of the Josiah Macy Jr Foundation | - | 0 | - | - | - |
| Defined Contribution for All Employees for Retirement of the Josiah Macy Jr Foundation | - | 0 | - | - | - |
| 2000 | 2 | 0 | $0 | $0 | - |
| Defined Contribution for All Employees for Retirement of the Josiah Macy Jr Foundation | - | 0 | - | - | - |
| Tax Deferred Annuity Plan for All Employees of the Josiah Macy Jr Foundation | - | 0 | - | - | - |
| 1999 | 1 | 0 | $0 | $0 | - |
| Tax Deferred Annuity Plan for All Employees of the Josiah Macy Jr Foundation | - | 0 | - | - | - |