Phila Educ Fund Retirement Plan
Plan context: Philadelphia Education Fund Tda Plan
EIN 22-2567982 • Philadelphia, PA • 39 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
23
2024 Assets
$1,522,683
2024 Contributions
$38,338
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 | 23 | $1,522,683 | $38,338 | $1,667iApproximate average salary by contribution assumption: employee only about $41,672 at 4% or $27,781 at 6%; with 50% employer match about $27,781 at 4% or $18,521 at 6%; with 100% employer match about $20,836 at 4% or $13,891 at 6%. |
| Philadelphia Education Fund Tda Plan | - | 23 | $1,522,683 | $38,338 | $1,667iApproximate average salary by contribution assumption: employee only about $41,672 at 4% or $27,781 at 6%; with 50% employer match about $27,781 at 4% or $18,521 at 6%; with 100% employer match about $20,836 at 4% or $13,891 at 6%. |
| Philadelphia Education Fund Retirement Plan | - | 0 | - | - | - |
| 2023 | 2 | 29 | $7,829,286 | $133,516 | $4,604iApproximate average salary by contribution assumption: employee only about $115,100 at 4% or $76,733 at 6%; with 50% employer match about $76,733 at 4% or $51,156 at 6%; with 100% employer match about $57,550 at 4% or $38,367 at 6%. |
| Philadelphia Education Fund Retirement Plan | - | 29 | $6,381,924 | $114,201 | $3,938iApproximate average salary by contribution assumption: employee only about $98,449 at 4% or $65,633 at 6%; with 50% employer match about $65,633 at 4% or $43,755 at 6%; with 100% employer match about $49,225 at 4% or $32,816 at 6%. |
| Philadelphia Education Fund Tda Plan | - | 22 | $1,447,362 | $19,315 | $878iApproximate average salary by contribution assumption: employee only about $21,949 at 4% or $14,633 at 6%; with 50% employer match about $14,633 at 4% or $9,755 at 6%; with 100% employer match about $10,974 at 4% or $7,316 at 6%. |
| 2022 | 2 | 25 | $7,202,284 | $2,573,020 | $102,921iApproximate average salary by contribution assumption: employee only about $2,573,020 at 4% or $1,715,347 at 6%; with 50% employer match about $1,715,347 at 4% or $1,143,564 at 6%; with 100% employer match about $1,286,510 at 4% or $857,673 at 6%. |
| Philadelphia Education Fund Retirement Plan | - | 25 | $5,896,947 | $2,019,491 | $80,780iApproximate average salary by contribution assumption: employee only about $2,019,491 at 4% or $1,346,327 at 6%; with 50% employer match about $1,346,327 at 4% or $897,552 at 6%; with 100% employer match about $1,009,746 at 4% or $673,164 at 6%. |
| Philadelphia Education Fund Tda Plan | - | 21 | $1,305,337 | $553,529 | $26,359iApproximate average salary by contribution assumption: employee only about $658,963 at 4% or $439,309 at 6%; with 50% employer match about $439,309 at 4% or $292,872 at 6%; with 100% employer match about $329,482 at 4% or $219,654 at 6%. |
| 2021 | 2 | 26 | $5,670,731 | $111,077 | $4,272iApproximate average salary by contribution assumption: employee only about $106,805 at 4% or $71,203 at 6%; with 50% employer match about $71,203 at 4% or $47,469 at 6%; with 100% employer match about $53,402 at 4% or $35,602 at 6%. |
| Philadelphia Education Fund Retirement Plan | - | 20 | $4,549,133 | $97,353 | $4,868iApproximate average salary by contribution assumption: employee only about $121,691 at 4% or $81,128 at 6%; with 50% employer match about $81,128 at 4% or $54,085 at 6%; with 100% employer match about $60,846 at 4% or $40,564 at 6%. |
| Philadelphia Education Fund Tda Plan | - | 26 | $1,121,598 | $13,724 | $528iApproximate average salary by contribution assumption: employee only about $13,196 at 4% or $8,797 at 6%; with 50% employer match about $8,797 at 4% or $5,865 at 6%; with 100% employer match about $6,598 at 4% or $4,399 at 6%. |
| 2020 | 2 | 28 | $5,253,216 | $54,949 | $1,962iApproximate average salary by contribution assumption: employee only about $49,062 at 4% or $32,708 at 6%; with 50% employer match about $32,708 at 4% or $21,805 at 6%; with 100% employer match about $24,531 at 4% or $16,354 at 6%. |
| Philadelphia Education Fund Retirement Plan | - | 18 | $4,254,978 | $51,256 | $2,848iApproximate average salary by contribution assumption: employee only about $71,189 at 4% or $47,459 at 6%; with 50% employer match about $47,459 at 4% or $31,640 at 6%; with 100% employer match about $35,594 at 4% or $23,730 at 6%. |
| Philadelphia Education Fund Tda Plan | - | 28 | $998,238 | $3,693 | $132iApproximate average salary by contribution assumption: employee only about $3,297 at 4% or $2,198 at 6%; with 50% employer match about $2,198 at 4% or $1,465 at 6%; with 100% employer match about $1,649 at 4% or $1,099 at 6%. |
| 2019 | 2 | 28 | $5,100,465 | $231,478 | $8,267iApproximate average salary by contribution assumption: employee only about $206,677 at 4% or $137,785 at 6%; with 50% employer match about $137,785 at 4% or $91,856 at 6%; with 100% employer match about $103,338 at 4% or $68,892 at 6%. |
| Philadelphia Education Fund Retirement Plan | - | 17 | $4,174,127 | $223,337 | $13,137iApproximate average salary by contribution assumption: employee only about $328,437 at 4% or $218,958 at 6%; with 50% employer match about $218,958 at 4% or $145,972 at 6%; with 100% employer match about $164,218 at 4% or $109,479 at 6%. |
| Philadelphia Education Fund Tda Plan | - | 28 | $926,338 | $8,141 | $291iApproximate average salary by contribution assumption: employee only about $7,269 at 4% or $4,846 at 6%; with 50% employer match about $4,846 at 4% or $3,231 at 6%; with 100% employer match about $3,634 at 4% or $2,423 at 6%. |
| 2018 | 2 | 27 | $4,934,274 | $51,534 | $1,909iApproximate average salary by contribution assumption: employee only about $47,717 at 4% or $31,811 at 6%; with 50% employer match about $31,811 at 4% or $21,207 at 6%; with 100% employer match about $23,858 at 4% or $15,906 at 6%. |
| Philadelphia Education Fund Retirement Plan | - | 20 | $4,130,785 | $40,616 | $2,031iApproximate average salary by contribution assumption: employee only about $50,770 at 4% or $33,847 at 6%; with 50% employer match about $33,847 at 4% or $22,564 at 6%; with 100% employer match about $25,385 at 4% or $16,923 at 6%. |
| Philadelphia Education Fund Tda Plan | - | 27 | $803,489 | $10,918 | $404iApproximate average salary by contribution assumption: employee only about $10,109 at 4% or $6,740 at 6%; with 50% employer match about $6,740 at 4% or $4,493 at 6%; with 100% employer match about $5,055 at 4% or $3,370 at 6%. |
| 2017 | 2 | 31 | $5,508,085 | $75,731 | $2,443iApproximate average salary by contribution assumption: employee only about $61,073 at 4% or $40,716 at 6%; with 50% employer match about $40,716 at 4% or $27,144 at 6%; with 100% employer match about $30,537 at 4% or $20,358 at 6%. |
| Philadelphia Education Fund Retirement Plan | - | 18 | $4,397,209 | $53,227 | $2,957iApproximate average salary by contribution assumption: employee only about $73,926 at 4% or $49,284 at 6%; with 50% employer match about $49,284 at 4% or $32,856 at 6%; with 100% employer match about $36,963 at 4% or $24,642 at 6%. |
| Philadelphia Education Fund Tda Plan | - | 31 | $1,110,876 | $22,504 | $726iApproximate average salary by contribution assumption: employee only about $18,148 at 4% or $12,099 at 6%; with 50% employer match about $12,099 at 4% or $8,066 at 6%; with 100% employer match about $9,074 at 4% or $6,049 at 6%. |
| 2016 | 2 | 31 | $5,315,195 | $89,596 | $2,890iApproximate average salary by contribution assumption: employee only about $72,255 at 4% or $48,170 at 6%; with 50% employer match about $48,170 at 4% or $32,113 at 6%; with 100% employer match about $36,127 at 4% or $24,085 at 6%. |
| Philadelphia Education Fund Retirement Plan | - | 22 | $4,189,207 | $69,119 | $3,142iApproximate average salary by contribution assumption: employee only about $78,544 at 4% or $52,363 at 6%; with 50% employer match about $52,363 at 4% or $34,909 at 6%; with 100% employer match about $39,272 at 4% or $26,181 at 6%. |
| Philadelphia Education Fund Tda Plan | - | 31 | $1,125,988 | $20,477 | $661iApproximate average salary by contribution assumption: employee only about $16,514 at 4% or $11,009 at 6%; with 50% employer match about $11,009 at 4% or $7,339 at 6%; with 100% employer match about $8,257 at 4% or $5,505 at 6%. |
| 2015 | 2 | 33 | $5,489,722 | $124,360 | $3,768iApproximate average salary by contribution assumption: employee only about $94,212 at 4% or $62,808 at 6%; with 50% employer match about $62,808 at 4% or $41,872 at 6%; with 100% employer match about $47,106 at 4% or $31,404 at 6%. |
| Philadelphia Education Fund Retirement Plan | - | 24 | $4,256,005 | $100,353 | $4,181iApproximate average salary by contribution assumption: employee only about $104,534 at 4% or $69,690 at 6%; with 50% employer match about $69,690 at 4% or $46,460 at 6%; with 100% employer match about $52,267 at 4% or $34,845 at 6%. |
| Philadelphia Education Fund Tda Plan | - | 33 | $1,233,717 | $24,007 | $727iApproximate average salary by contribution assumption: employee only about $18,187 at 4% or $12,125 at 6%; with 50% employer match about $12,125 at 4% or $8,083 at 6%; with 100% employer match about $9,094 at 4% or $6,062 at 6%. |
| 2014 | 2 | 36 | $5,890,569 | $180,362 | $5,010iApproximate average salary by contribution assumption: employee only about $125,251 at 4% or $83,501 at 6%; with 50% employer match about $83,501 at 4% or $55,667 at 6%; with 100% employer match about $62,626 at 4% or $41,750 at 6%. |
| Philadelphia Education Fund Retirement Plan | - | 27 | $4,520,836 | $148,847 | $5,513iApproximate average salary by contribution assumption: employee only about $137,821 at 4% or $91,881 at 6%; with 50% employer match about $91,881 at 4% or $61,254 at 6%; with 100% employer match about $68,911 at 4% or $45,940 at 6%. |
| Philadelphia Education Fund Tda Plan | - | 36 | $1,369,733 | $31,515 | $875iApproximate average salary by contribution assumption: employee only about $21,885 at 4% or $14,590 at 6%; with 50% employer match about $14,590 at 4% or $9,727 at 6%; with 100% employer match about $10,943 at 4% or $7,295 at 6%. |
| 2013 | 2 | 37 | $5,726,798 | $200,602 | $5,422iApproximate average salary by contribution assumption: employee only about $135,542 at 4% or $90,361 at 6%; with 50% employer match about $90,361 at 4% or $60,241 at 6%; with 100% employer match about $67,771 at 4% or $45,181 at 6%. |
| Philadelphia Education Fund Retirement Plan | - | 29 | $4,371,536 | $166,495 | $5,741iApproximate average salary by contribution assumption: employee only about $143,530 at 4% or $95,687 at 6%; with 50% employer match about $95,687 at 4% or $63,791 at 6%; with 100% employer match about $71,765 at 4% or $47,843 at 6%. |
| Philadelphia Education Fund Tda Plan | - | 37 | $1,355,262 | $34,107 | $922iApproximate average salary by contribution assumption: employee only about $23,045 at 4% or $15,364 at 6%; with 50% employer match about $15,364 at 4% or $10,242 at 6%; with 100% employer match about $11,523 at 4% or $7,682 at 6%. |
| 2012 | 2 | 40 | $5,612,873 | $188,607 | $4,715iApproximate average salary by contribution assumption: employee only about $117,879 at 4% or $78,586 at 6%; with 50% employer match about $78,586 at 4% or $52,391 at 6%; with 100% employer match about $58,940 at 4% or $39,293 at 6%. |
| Philadelphia Education Fund Retirement Plan | - | 38 | $4,147,132 | $143,108 | $3,766iApproximate average salary by contribution assumption: employee only about $94,150 at 4% or $62,767 at 6%; with 50% employer match about $62,767 at 4% or $41,844 at 6%; with 100% employer match about $47,075 at 4% or $31,383 at 6%. |
| Philadelphia Education Fund Tda Plan | - | 40 | $1,465,741 | $45,499 | $1,137iApproximate average salary by contribution assumption: employee only about $28,437 at 4% or $18,958 at 6%; with 50% employer match about $18,958 at 4% or $12,639 at 6%; with 100% employer match about $14,218 at 4% or $9,479 at 6%. |
| 2011 | 2 | 43 | $5,331,828 | $223,562 | $5,199iApproximate average salary by contribution assumption: employee only about $129,978 at 4% or $86,652 at 6%; with 50% employer match about $86,652 at 4% or $57,768 at 6%; with 100% employer match about $64,989 at 4% or $43,326 at 6%. |
| Philadelphia Education Fund Retirement Plan | - | 38 | $3,959,465 | $145,102 | $3,818iApproximate average salary by contribution assumption: employee only about $95,462 at 4% or $63,641 at 6%; with 50% employer match about $63,641 at 4% or $42,427 at 6%; with 100% employer match about $47,731 at 4% or $31,821 at 6%. |
| Philadelphia Education Fund Tda Plan | - | 43 | $1,372,363 | $78,460 | $1,825iApproximate average salary by contribution assumption: employee only about $45,616 at 4% or $30,411 at 6%; with 50% employer match about $30,411 at 4% or $20,274 at 6%; with 100% employer match about $22,808 at 4% or $15,205 at 6%. |
| 2010 | 2 | 53 | $5,176,718 | $279,662 | $5,277iApproximate average salary by contribution assumption: employee only about $131,916 at 4% or $87,944 at 6%; with 50% employer match about $87,944 at 4% or $58,629 at 6%; with 100% employer match about $65,958 at 4% or $43,972 at 6%. |
| Philadelphia Education Fund Retirement Plan | - | 53 | $3,896,899 | $215,471 | $4,065iApproximate average salary by contribution assumption: employee only about $101,637 at 4% or $67,758 at 6%; with 50% employer match about $67,758 at 4% or $45,172 at 6%; with 100% employer match about $50,819 at 4% or $33,879 at 6%. |
| Philadelphia Education Fund Tda Plan | - | 47 | $1,279,819 | $64,191 | $1,366iApproximate average salary by contribution assumption: employee only about $34,144 at 4% or $22,763 at 6%; with 50% employer match about $22,763 at 4% or $15,175 at 6%; with 100% employer match about $17,072 at 4% or $11,381 at 6%. |
| 2008 | 1 | 0 | $0 | $0 | - |
| Philadelphia Education Fund | - | 0 | - | - | - |
| 2006 | 1 | 0 | $0 | $0 | - |
| Philadelphia Education Fund | - | 0 | - | - | - |
| 2005 | 1 | 0 | $0 | $0 | - |
| Philadelphia Education Fund | - | 0 | - | - | - |
| 2004 | 1 | 0 | $0 | $0 | - |
| Philadelphia Education Fund | - | 0 | - | - | - |
| 2003 | 1 | 0 | $0 | $0 | - |
| Philadelphia Education Fund | - | 0 | - | - | - |
| 2002 | 1 | 0 | $0 | $0 | - |
| Philadelphia Education Fund | - | 0 | - | - | - |
| 2001 | 1 | 60 | $0 | $0 | - |
| Philadelphia Education Fund | - | 60 | - | - | - |
| 2000 | 1 | 0 | $0 | $0 | - |
| Philadelphia Education Fund | - | 0 | - | - | - |
| 1999 | 1 | 0 | $0 | $0 | - |
| Philadelphia Education Fund | - | 0 | - | - | - |