The Windham Foundation Inc.
Plan context: WINDHAM FOUNDATION SUBSIDIARIES 401(K) PLAN
EIN 13-6142024 • Grafton, VT • 56 filings • 12 plans
Current Snapshot
Latest Year
2025
2025 Participants
52
2025 Assets
$3,175,978
2025 Contributions
$505,141
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 | 52 | $3,175,978 | $505,141 | $9,714iApproximate average salary by contribution assumption: employee only about $242,856 at 4% or $161,904 at 6%; with 50% employer match about $161,904 at 4% or $107,936 at 6%; with 100% employer match about $121,428 at 4% or $80,952 at 6%. |
| WINDHAM FOUNDATION SUBSIDIARIES 401(K) PLAN | - | 52 | $3,175,978 | $505,141 | $9,714iApproximate average salary by contribution assumption: employee only about $242,856 at 4% or $161,904 at 6%; with 50% employer match about $161,904 at 4% or $107,936 at 6%; with 100% employer match about $121,428 at 4% or $80,952 at 6%. |
| 2024 | 2 | 70 | $4,977,239 | $69,726 | $996iApproximate average salary by contribution assumption: employee only about $24,902 at 4% or $16,601 at 6%; with 50% employer match about $16,601 at 4% or $11,068 at 6%; with 100% employer match about $12,451 at 4% or $8,301 at 6%. |
| The Pension Plan for Employees of the Windham Foundation Inc. | - | 70 | $3,984,156 | $21,237 | $303iApproximate average salary by contribution assumption: employee only about $7,585 at 4% or $5,056 at 6%; with 50% employer match about $5,056 at 4% or $3,371 at 6%; with 100% employer match about $3,792 at 4% or $2,528 at 6%. |
| The Windham Foundation 403(B) Retirement Plan | - | 16 | $993,083 | $48,489 | $3,031iApproximate average salary by contribution assumption: employee only about $75,764 at 4% or $50,509 at 6%; with 50% employer match about $50,509 at 4% or $33,673 at 6%; with 100% employer match about $37,882 at 4% or $25,255 at 6%. |
| 2023 | 2 | 71 | $5,016,256 | $114,229 | $1,609iApproximate average salary by contribution assumption: employee only about $40,221 at 4% or $26,814 at 6%; with 50% employer match about $26,814 at 4% or $17,876 at 6%; with 100% employer match about $20,111 at 4% or $13,407 at 6%. |
| The Pension Plan for Employees of the Windham Foundation Inc. | - | 71 | $4,097,952 | $74,391 | $1,048iApproximate average salary by contribution assumption: employee only about $26,194 at 4% or $17,463 at 6%; with 50% employer match about $17,463 at 4% or $11,642 at 6%; with 100% employer match about $13,097 at 4% or $8,731 at 6%. |
| The Windham Foundation 403(B) Retirement Plan | - | 15 | $918,304 | $39,838 | $2,656iApproximate average salary by contribution assumption: employee only about $66,397 at 4% or $44,264 at 6%; with 50% employer match about $44,264 at 4% or $29,510 at 6%; with 100% employer match about $33,198 at 4% or $22,132 at 6%. |
| 2022 | 2 | 78 | $5,287,433 | $33,883 | $434iApproximate average salary by contribution assumption: employee only about $10,860 at 4% or $7,240 at 6%; with 50% employer match about $7,240 at 4% or $4,827 at 6%; with 100% employer match about $5,430 at 4% or $3,620 at 6%. |
| The Pension Plan for Employees of the Windham Foundation Inc. | - | 78 | $4,203,072 | $0 | - |
| The Windham Foundation 403(B) Retirement Plan | - | 17 | $1,084,361 | $33,883 | $1,993iApproximate average salary by contribution assumption: employee only about $49,828 at 4% or $33,219 at 6%; with 50% employer match about $33,219 at 4% or $22,146 at 6%; with 100% employer match about $24,914 at 4% or $16,609 at 6%. |
| 2021 | 2 | 84 | $6,566,342 | $267,654 | $3,186iApproximate average salary by contribution assumption: employee only about $79,659 at 4% or $53,106 at 6%; with 50% employer match about $53,106 at 4% or $35,404 at 6%; with 100% employer match about $39,829 at 4% or $26,553 at 6%. |
| The Pension Plan for Employees of the Windham Foundation Inc. | - | 84 | $5,357,204 | $150,000 | $1,786iApproximate average salary by contribution assumption: employee only about $44,643 at 4% or $29,762 at 6%; with 50% employer match about $29,762 at 4% or $19,841 at 6%; with 100% employer match about $22,321 at 4% or $14,881 at 6%. |
| The Windham Foundation 403(B) Retirement Plan | - | 14 | $1,209,138 | $117,654 | $8,404iApproximate average salary by contribution assumption: employee only about $210,096 at 4% or $140,064 at 6%; with 50% employer match about $140,064 at 4% or $93,376 at 6%; with 100% employer match about $105,048 at 4% or $70,032 at 6%. |
| 2020 | 2 | 89 | $6,176,118 | $167,479 | $1,882iApproximate average salary by contribution assumption: employee only about $47,045 at 4% or $31,363 at 6%; with 50% employer match about $31,363 at 4% or $20,909 at 6%; with 100% employer match about $23,522 at 4% or $15,682 at 6%. |
| The Pension Plan for Employees of the Windham Foundation Inc. | - | 89 | $5,068,127 | $125,000 | $1,404iApproximate average salary by contribution assumption: employee only about $35,112 at 4% or $23,408 at 6%; with 50% employer match about $23,408 at 4% or $15,605 at 6%; with 100% employer match about $17,556 at 4% or $11,704 at 6%. |
| The Windham Foundation 403(B) Retirement Plan | - | 14 | $1,107,991 | $42,479 | $3,034iApproximate average salary by contribution assumption: employee only about $75,855 at 4% or $50,570 at 6%; with 50% employer match about $50,570 at 4% or $33,713 at 6%; with 100% employer match about $37,928 at 4% or $25,285 at 6%. |
| 2019 | 2 | 23 | $5,973,286 | $259,098 | $11,265iApproximate average salary by contribution assumption: employee only about $281,628 at 4% or $187,752 at 6%; with 50% employer match about $187,752 at 4% or $125,168 at 6%; with 100% employer match about $140,814 at 4% or $93,876 at 6%. |
| The Pension Plan for Employees of the Windham Foundation Inc. | - | 23 | $4,933,556 | $206,000 | $8,957iApproximate average salary by contribution assumption: employee only about $223,913 at 4% or $149,275 at 6%; with 50% employer match about $149,275 at 4% or $99,517 at 6%; with 100% employer match about $111,957 at 4% or $74,638 at 6%. |
| The Windham Foundation 403(B) Retirement Plan | - | 15 | $1,039,730 | $53,098 | $3,540iApproximate average salary by contribution assumption: employee only about $88,497 at 4% or $58,998 at 6%; with 50% employer match about $58,998 at 4% or $39,332 at 6%; with 100% employer match about $44,248 at 4% or $29,499 at 6%. |
| 2018 | 2 | 24 | $5,145,346 | $151,109 | $6,296iApproximate average salary by contribution assumption: employee only about $157,405 at 4% or $104,937 at 6%; with 50% employer match about $104,937 at 4% or $69,958 at 6%; with 100% employer match about $78,703 at 4% or $52,468 at 6%. |
| The Pension Plan for Employees of the Windham Foundation Inc. | - | 24 | $4,259,973 | $100,000 | $4,167iApproximate average salary by contribution assumption: employee only about $104,167 at 4% or $69,444 at 6%; with 50% employer match about $69,444 at 4% or $46,296 at 6%; with 100% employer match about $52,083 at 4% or $34,722 at 6%. |
| The Windham Foundation 403(B) Retirement Plan | - | 15 | $885,373 | $51,109 | $3,407iApproximate average salary by contribution assumption: employee only about $85,182 at 4% or $56,788 at 6%; with 50% employer match about $56,788 at 4% or $37,859 at 6%; with 100% employer match about $42,591 at 4% or $28,394 at 6%. |
| 2017 | 2 | 30 | $6,078,717 | $155,015 | $5,167iApproximate average salary by contribution assumption: employee only about $129,179 at 4% or $86,119 at 6%; with 50% employer match about $86,119 at 4% or $57,413 at 6%; with 100% employer match about $64,590 at 4% or $43,060 at 6%. |
| The Pension Plan for Employees of the Windham Foundation Inc. | - | 30 | $5,177,507 | $104,280 | $3,476iApproximate average salary by contribution assumption: employee only about $86,900 at 4% or $57,933 at 6%; with 50% employer match about $57,933 at 4% or $38,622 at 6%; with 100% employer match about $43,450 at 4% or $28,967 at 6%. |
| The Windham Foundation 403(B) Retirement Plan | - | 16 | $901,210 | $50,735 | $3,171iApproximate average salary by contribution assumption: employee only about $79,273 at 4% or $52,849 at 6%; with 50% employer match about $52,849 at 4% or $35,233 at 6%; with 100% employer match about $39,637 at 4% or $26,424 at 6%. |
| 2016 | 2 | 34 | $6,244,063 | $168,100 | $4,944iApproximate average salary by contribution assumption: employee only about $123,603 at 4% or $82,402 at 6%; with 50% employer match about $82,402 at 4% or $54,935 at 6%; with 100% employer match about $61,801 at 4% or $41,201 at 6%. |
| The Pension Plan for Employees of the Windham Foundation Inc. | - | 34 | $5,100,452 | $100,000 | $2,941iApproximate average salary by contribution assumption: employee only about $73,529 at 4% or $49,020 at 6%; with 50% employer match about $49,020 at 4% or $32,680 at 6%; with 100% employer match about $36,765 at 4% or $24,510 at 6%. |
| The Windham Foundation 403(B) Retirement Plan | - | 21 | $1,143,611 | $68,100 | $3,243iApproximate average salary by contribution assumption: employee only about $81,071 at 4% or $54,048 at 6%; with 50% employer match about $54,048 at 4% or $36,032 at 6%; with 100% employer match about $40,536 at 4% or $27,024 at 6%. |
| 2015 | 2 | 40 | $6,263,532 | $55,529 | $1,388iApproximate average salary by contribution assumption: employee only about $34,706 at 4% or $23,137 at 6%; with 50% employer match about $23,137 at 4% or $15,425 at 6%; with 100% employer match about $17,353 at 4% or $11,569 at 6%. |
| The Pension Plan for Employees of the Windham Foundation Inc. | - | 40 | $5,119,062 | - | - |
| The Windham Foundation 403(B) Retirement Plan | - | 23 | $1,144,470 | $55,529 | $2,414iApproximate average salary by contribution assumption: employee only about $60,358 at 4% or $40,238 at 6%; with 50% employer match about $40,238 at 4% or $26,826 at 6%; with 100% employer match about $30,179 at 4% or $20,119 at 6%. |
| 2014 | 2 | 47 | $6,800,925 | $418,702 | $8,909iApproximate average salary by contribution assumption: employee only about $222,714 at 4% or $148,476 at 6%; with 50% employer match about $148,476 at 4% or $98,984 at 6%; with 100% employer match about $111,357 at 4% or $74,238 at 6%. |
| The Pension Plan for Employees of the Windham Foundation Inc. | - | 47 | $5,560,565 | $192,000 | $4,085iApproximate average salary by contribution assumption: employee only about $102,128 at 4% or $68,085 at 6%; with 50% employer match about $68,085 at 4% or $45,390 at 6%; with 100% employer match about $51,064 at 4% or $34,043 at 6%. |
| The Windham Foundation 403(B) Retirement Plan | - | 26 | $1,240,360 | $226,702 | $8,719iApproximate average salary by contribution assumption: employee only about $217,983 at 4% or $145,322 at 6%; with 50% employer match about $145,322 at 4% or $96,881 at 6%; with 100% employer match about $108,991 at 4% or $72,661 at 6%. |
| 2013 | 2 | 47 | $6,406,803 | $243,018 | $5,171iApproximate average salary by contribution assumption: employee only about $129,265 at 4% or $86,177 at 6%; with 50% employer match about $86,177 at 4% or $57,451 at 6%; with 100% employer match about $64,632 at 4% or $43,088 at 6%. |
| The Pension Plan for Employees of the Windham Foundation Inc. | - | 47 | $5,436,422 | $185,000 | $3,936iApproximate average salary by contribution assumption: employee only about $98,404 at 4% or $65,603 at 6%; with 50% employer match about $65,603 at 4% or $43,735 at 6%; with 100% employer match about $49,202 at 4% or $32,801 at 6%. |
| The Windham Foundation 403(B) Retirement Plan | - | 27 | $970,381 | $58,018 | $2,149iApproximate average salary by contribution assumption: employee only about $53,720 at 4% or $35,814 at 6%; with 50% employer match about $35,814 at 4% or $23,876 at 6%; with 100% employer match about $26,860 at 4% or $17,907 at 6%. |
| 2012 | 2 | 82 | $5,773,342 | $365,428 | $4,456iApproximate average salary by contribution assumption: employee only about $111,411 at 4% or $74,274 at 6%; with 50% employer match about $74,274 at 4% or $49,516 at 6%; with 100% employer match about $55,705 at 4% or $37,137 at 6%. |
| The Pension Plan for Employees of the Windham Foundation Inc. | - | 82 | $4,989,748 | $320,000 | $3,902iApproximate average salary by contribution assumption: employee only about $97,561 at 4% or $65,041 at 6%; with 50% employer match about $65,041 at 4% or $43,360 at 6%; with 100% employer match about $48,780 at 4% or $32,520 at 6%. |
| The Windham Foundation 403(B) Retirement Plan | - | 26 | $783,594 | $45,428 | $1,747iApproximate average salary by contribution assumption: employee only about $43,681 at 4% or $29,121 at 6%; with 50% employer match about $29,121 at 4% or $19,414 at 6%; with 100% employer match about $21,840 at 4% or $14,560 at 6%. |
| 2011 | 2 | 78 | $5,226,358 | $518,807 | $6,651iApproximate average salary by contribution assumption: employee only about $166,284 at 4% or $110,856 at 6%; with 50% employer match about $110,856 at 4% or $73,904 at 6%; with 100% employer match about $83,142 at 4% or $55,428 at 6%. |
| The Pension Plan for Employees of the Windham Foundation Inc. | - | 78 | $4,513,992 | $430,000 | $5,513iApproximate average salary by contribution assumption: employee only about $137,821 at 4% or $91,880 at 6%; with 50% employer match about $91,880 at 4% or $61,254 at 6%; with 100% employer match about $68,910 at 4% or $45,940 at 6%. |
| The Windham Foundation 403(B) Retirement Plan | - | 24 | $712,366 | $88,807 | $3,700iApproximate average salary by contribution assumption: employee only about $92,507 at 4% or $61,672 at 6%; with 50% employer match about $61,672 at 4% or $41,114 at 6%; with 100% employer match about $46,254 at 4% or $30,836 at 6%. |
| 2010 | 3 | 102 | $5,090,924 | $503,191 | $4,933iApproximate average salary by contribution assumption: employee only about $123,331 at 4% or $82,221 at 6%; with 50% employer match about $82,221 at 4% or $54,814 at 6%; with 100% employer match about $61,666 at 4% or $41,110 at 6%. |
| The Pension Plan for Employees of the Windham Foundation Inc. | - | 102 | $4,316,970 | $375,000 | $3,676iApproximate average salary by contribution assumption: employee only about $91,912 at 4% or $61,275 at 6%; with 50% employer match about $61,275 at 4% or $40,850 at 6%; with 100% employer match about $45,956 at 4% or $30,637 at 6%. |
| The Windham Foundation 403(B) Retirement Plan | - | 20 | $773,954 | $128,191 | $6,410iApproximate average salary by contribution assumption: employee only about $160,239 at 4% or $106,826 at 6%; with 50% employer match about $106,826 at 4% or $71,217 at 6%; with 100% employer match about $80,119 at 4% or $53,413 at 6%. |
| THE WINDHAM FOUNDATION GROUP BENEFITS PLAN | - | 90 | - | - | - |
| 2009 | 3 | 119 | $4,594,066 | $590,938 | $4,966iApproximate average salary by contribution assumption: employee only about $124,147 at 4% or $82,764 at 6%; with 50% employer match about $82,764 at 4% or $55,176 at 6%; with 100% employer match about $62,073 at 4% or $41,382 at 6%. |
| The Pension Plan for Employees of the Windham Foundation Inc. | - | 119 | $3,737,781 | $488,100 | $4,102iApproximate average salary by contribution assumption: employee only about $102,542 at 4% or $68,361 at 6%; with 50% employer match about $68,361 at 4% or $45,574 at 6%; with 100% employer match about $51,271 at 4% or $34,181 at 6%. |
| The Windham Foundation 403(B) Retirement Plan | - | 21 | $856,285 | $102,838 | $4,897iApproximate average salary by contribution assumption: employee only about $122,426 at 4% or $81,617 at 6%; with 50% employer match about $81,617 at 4% or $54,412 at 6%; with 100% employer match about $61,213 at 4% or $40,809 at 6%. |
| THE WINDHAM FOUNDATION GROUP BENEFITS PLAN | - | 116 | - | - | - |
| 2008 | 2 | 60 | $2,737,991 | $164,616 | $2,744iApproximate average salary by contribution assumption: employee only about $68,590 at 4% or $45,727 at 6%; with 50% employer match about $45,727 at 4% or $30,484 at 6%; with 100% employer match about $34,295 at 4% or $22,863 at 6%. |
| The Pension Plan for Employees of the Windham Foundation Inc. | - | 60 | $2,737,991 | $164,616 | $2,744iApproximate average salary by contribution assumption: employee only about $68,590 at 4% or $45,727 at 6%; with 50% employer match about $45,727 at 4% or $30,484 at 6%; with 100% employer match about $34,295 at 4% or $22,863 at 6%. |
| The Windham Foundation 403(B) Retirement Plan | - | 0 | - | - | - |
| 2007 | 2 | 62 | $0 | $0 | - |
| The Pension Plan for Employees of the Windham Foundation Inc. | - | 62 | - | - | - |
| The Windham Foundation 403(B) Retirement Plan | - | 0 | - | - | - |
| 2006 | 2 | 66 | $3,547,371 | $146,991 | $2,227iApproximate average salary by contribution assumption: employee only about $55,678 at 4% or $37,119 at 6%; with 50% employer match about $37,119 at 4% or $24,746 at 6%; with 100% employer match about $27,839 at 4% or $18,559 at 6%. |
| The Pension Plan for Employees of the Windham Foundation Inc. | - | 66 | $3,547,371 | $146,991 | $2,227iApproximate average salary by contribution assumption: employee only about $55,678 at 4% or $37,119 at 6%; with 50% employer match about $37,119 at 4% or $24,746 at 6%; with 100% employer match about $27,839 at 4% or $18,559 at 6%. |
| The Windham Foundation 403(B) Retirement Plan | - | 0 | - | - | - |
| 2005 | 2 | 65 | $3,312,715 | $0 | - |
| The Pension Plan for Employees of the Windham Foundation Inc. | - | 65 | $3,312,715 | - | - |
| The Windham Foundation 403(B) Retirement Plan | - | 0 | - | - | - |
| 2004 | 3 | 63 | $3,379,163 | $0 | - |
| The Pension Plan for Employees of the Windham Foundation Inc. | - | 63 | $3,379,163 | - | - |
| The Windham Foundation 403(B) Retirement Plan | - | 0 | - | - | - |
| WINDHAM FOUNDATION, INC. EMPLOYEE BENEFIT PLAN | - | 0 | - | - | - |
| 2003 | 2 | 65 | $3,080,373 | $190,472 | $2,930iApproximate average salary by contribution assumption: employee only about $73,258 at 4% or $48,839 at 6%; with 50% employer match about $48,839 at 4% or $32,559 at 6%; with 100% employer match about $36,629 at 4% or $24,419 at 6%. |
| The Pension Plan for Employees of the Windham Foundation Inc. | - | 65 | $3,080,373 | $190,472 | $2,930iApproximate average salary by contribution assumption: employee only about $73,258 at 4% or $48,839 at 6%; with 50% employer match about $48,839 at 4% or $32,559 at 6%; with 100% employer match about $36,629 at 4% or $24,419 at 6%. |
| The Windham Foundation 403(B) Retirement Plan | - | 0 | - | - | - |
| 2002 | 2 | 58 | $2,391,260 | $93,773 | $1,617iApproximate average salary by contribution assumption: employee only about $40,419 at 4% or $26,946 at 6%; with 50% employer match about $26,946 at 4% or $17,964 at 6%; with 100% employer match about $20,210 at 4% or $13,473 at 6%. |
| The Pension Plan for Employees of the Windham Foundation Inc. | - | 58 | $2,391,260 | $93,773 | $1,617iApproximate average salary by contribution assumption: employee only about $40,419 at 4% or $26,946 at 6%; with 50% employer match about $26,946 at 4% or $17,964 at 6%; with 100% employer match about $20,210 at 4% or $13,473 at 6%. |
| The Windham Foundation 403(B) Retirement Plan | - | 0 | - | - | - |
| 2001 | 2 | 98 | $2,633,327 | $0 | - |
| The Pension Plan for Employees of the Windham Foundation Inc. | - | 0 | $2,633,327 | - | - |
| THE OLD TAVERN AT GRAFTON, INC. AND AFFILIATES 401K PLAN | - | 98 | - | - | - |
| 2000 | 3 | 109 | $2,882,102 | $0 | - |
| The Pension Plan for Employees of the Windham Foundation Inc. | - | 64 | $2,882,102 | - | - |
| The Windham Foundation 403(B) Retirement Plan | - | 0 | - | - | - |
| THE OLD TAVERN AT GRAFTON, INC. AND AFFILIATES 401K PLAN | - | 109 | - | - | - |
| 1999 | 1 | 66 | $3,200,970 | $0 | - |
| The Pension Plan for Employees of the Windham Foundation Inc. | - | 66 | $3,200,970 | - | - |