Civic Intelligence

Episcopal Academy

Plan context: The Episcopal Academy 403 (B) Defined Contribution Retirement Plan

EIN 23-1370500 • Newtown Square, PA • 86 filings • 21 plans

View Related Profile

1785 Bishop White DriveNewtown Square, PA 19073
Current Snapshot

Latest Year

2024

2024 Participants

357

2024 Assets

$101,075,235

2024 Contributions

$4,741,303

Historical Graphs

Total Assets Over Time

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

$101,075,235$50,537,618$0199920132024YearValue
$101,075,235Latest year 2024

Participants Over Time

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

4942470199920122024YearValue
357Latest 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
20242357$101,075,235$4,741,303$13,281iApproximate average salary by contribution assumption: employee only about $332,024 at 4% or $221,349 at 6%; with 50% employer match about $221,349 at 4% or $147,566 at 6%; with 100% employer match about $166,012 at 4% or $110,675 at 6%.
The Episcopal Academy 403 (B) Defined Contribution Retirement Plan-344$58,330,462$3,029,035$8,805iApproximate average salary by contribution assumption: employee only about $220,133 at 4% or $146,756 at 6%; with 50% employer match about $146,756 at 4% or $97,837 at 6%; with 100% employer match about $110,067 at 4% or $73,378 at 6%.
Episcopal Academy 401A Defined Contribution Retirement Plan-357$42,744,773$1,712,268$4,796iApproximate average salary by contribution assumption: employee only about $119,907 at 4% or $79,938 at 6%; with 50% employer match about $79,938 at 4% or $53,292 at 6%; with 100% employer match about $59,953 at 4% or $39,969 at 6%.
20232367$88,802,235$4,181,446$11,394iApproximate average salary by contribution assumption: employee only about $284,840 at 4% or $189,893 at 6%; with 50% employer match about $189,893 at 4% or $126,595 at 6%; with 100% employer match about $142,420 at 4% or $94,947 at 6%.
The Episcopal Academy 403 (B) Defined Contribution Retirement Plan-367$51,389,706$2,565,712$6,991iApproximate average salary by contribution assumption: employee only about $174,776 at 4% or $116,517 at 6%; with 50% employer match about $116,517 at 4% or $77,678 at 6%; with 100% employer match about $87,388 at 4% or $58,259 at 6%.
Episcopal Academy 401A Defined Contribution Retirement Plan-366$37,412,529$1,615,734$4,415iApproximate average salary by contribution assumption: employee only about $110,364 at 4% or $73,576 at 6%; with 50% employer match about $73,576 at 4% or $49,051 at 6%; with 100% employer match about $55,182 at 4% or $36,788 at 6%.
20222357$75,172,212$4,530,036$12,689iApproximate average salary by contribution assumption: employee only about $317,229 at 4% or $211,486 at 6%; with 50% employer match about $211,486 at 4% or $140,991 at 6%; with 100% employer match about $158,615 at 4% or $105,743 at 6%.
The Episcopal Academy 403 (B) Defined Contribution Retirement Plan-323$43,545,614$2,993,718$9,268iApproximate average salary by contribution assumption: employee only about $231,712 at 4% or $154,475 at 6%; with 50% employer match about $154,475 at 4% or $102,983 at 6%; with 100% employer match about $115,856 at 4% or $77,237 at 6%.
Episcopal Academy 401A Defined Contribution Retirement Plan-357$31,626,598$1,536,318$4,303iApproximate average salary by contribution assumption: employee only about $107,585 at 4% or $71,724 at 6%; with 50% employer match about $71,724 at 4% or $47,816 at 6%; with 100% employer match about $53,793 at 4% or $35,862 at 6%.
20212350$86,156,896$3,831,392$10,947iApproximate average salary by contribution assumption: employee only about $273,671 at 4% or $182,447 at 6%; with 50% employer match about $182,447 at 4% or $121,631 at 6%; with 100% employer match about $136,835 at 4% or $91,224 at 6%.
The Episcopal Academy 403 (B) Defined Contribution Retirement Plan-316$49,264,905$2,360,327$7,469iApproximate average salary by contribution assumption: employee only about $186,735 at 4% or $124,490 at 6%; with 50% employer match about $124,490 at 4% or $82,993 at 6%; with 100% employer match about $93,367 at 4% or $62,245 at 6%.
Episcopal Academy 401A Defined Contribution Retirement Plan-350$36,891,991$1,471,065$4,203iApproximate average salary by contribution assumption: employee only about $105,076 at 4% or $70,051 at 6%; with 50% employer match about $70,051 at 4% or $46,700 at 6%; with 100% employer match about $52,538 at 4% or $35,025 at 6%.
20202344$79,529,994$3,707,345$10,777iApproximate average salary by contribution assumption: employee only about $269,429 at 4% or $179,619 at 6%; with 50% employer match about $179,619 at 4% or $119,746 at 6%; with 100% employer match about $134,715 at 4% or $89,810 at 6%.
The Episcopal Academy 403 (B) Defined Contribution Retirement Plan-312$45,769,934$2,244,544$7,194iApproximate average salary by contribution assumption: employee only about $179,851 at 4% or $119,901 at 6%; with 50% employer match about $119,901 at 4% or $79,934 at 6%; with 100% employer match about $89,926 at 4% or $59,950 at 6%.
Episcopal Academy 401A Defined Contribution Retirement Plan-344$33,760,060$1,462,801$4,252iApproximate average salary by contribution assumption: employee only about $106,308 at 4% or $70,872 at 6%; with 50% employer match about $70,872 at 4% or $47,248 at 6%; with 100% employer match about $53,154 at 4% or $35,436 at 6%.
20192334$71,350,339$3,983,486$11,927iApproximate average salary by contribution assumption: employee only about $298,165 at 4% or $198,777 at 6%; with 50% employer match about $198,777 at 4% or $132,518 at 6%; with 100% employer match about $149,083 at 4% or $99,388 at 6%.
The Episcopal Academy 403 (B) Defined Contribution Retirement Plan-314$40,864,886$2,554,161$8,134iApproximate average salary by contribution assumption: employee only about $203,357 at 4% or $135,571 at 6%; with 50% employer match about $135,571 at 4% or $90,381 at 6%; with 100% employer match about $101,678 at 4% or $67,786 at 6%.
Episcopal Academy 401A Defined Contribution Retirement Plan-334$30,485,453$1,429,325$4,279iApproximate average salary by contribution assumption: employee only about $106,985 at 4% or $71,324 at 6%; with 50% employer match about $71,324 at 4% or $47,549 at 6%; with 100% employer match about $53,493 at 4% or $35,662 at 6%.
20182326$60,661,969$3,988,138$12,234iApproximate average salary by contribution assumption: employee only about $305,839 at 4% or $203,893 at 6%; with 50% employer match about $203,893 at 4% or $135,928 at 6%; with 100% employer match about $152,919 at 4% or $101,946 at 6%.
The Episcopal Academy 403 (B) Defined Contribution Retirement Plan-303$35,064,131$2,629,163$8,677iApproximate average salary by contribution assumption: employee only about $216,928 at 4% or $144,618 at 6%; with 50% employer match about $144,618 at 4% or $96,412 at 6%; with 100% employer match about $108,464 at 4% or $72,309 at 6%.
Episcopal Academy 401A Defined Contribution Retirement Plan-326$25,597,838$1,358,975$4,169iApproximate average salary by contribution assumption: employee only about $104,216 at 4% or $69,477 at 6%; with 50% employer match about $69,477 at 4% or $46,318 at 6%; with 100% employer match about $52,108 at 4% or $34,739 at 6%.
20172326$66,042,709$3,387,668$10,392iApproximate average salary by contribution assumption: employee only about $259,790 at 4% or $173,194 at 6%; with 50% employer match about $173,194 at 4% or $115,462 at 6%; with 100% employer match about $129,895 at 4% or $86,597 at 6%.
The Episcopal Academy 403 (B) Defined Contribution Retirement Plan-299$37,545,961$2,033,714$6,802iApproximate average salary by contribution assumption: employee only about $170,043 at 4% or $113,362 at 6%; with 50% employer match about $113,362 at 4% or $75,575 at 6%; with 100% employer match about $85,021 at 4% or $56,681 at 6%.
Episcopal Academy 401A Defined Contribution Retirement Plan-326$28,496,748$1,353,954$4,153iApproximate average salary by contribution assumption: employee only about $103,831 at 4% or $69,221 at 6%; with 50% employer match about $69,221 at 4% or $46,147 at 6%; with 100% employer match about $51,915 at 4% or $34,610 at 6%.
20162411$59,598,926$3,364,224$8,185iApproximate average salary by contribution assumption: employee only about $204,636 at 4% or $136,424 at 6%; with 50% employer match about $136,424 at 4% or $90,950 at 6%; with 100% employer match about $102,318 at 4% or $68,212 at 6%.
The Episcopal Academy 403 (B) Defined Contribution Retirement Plan-377$33,764,058$2,036,715$5,402iApproximate average salary by contribution assumption: employee only about $135,061 at 4% or $90,040 at 6%; with 50% employer match about $90,040 at 4% or $60,027 at 6%; with 100% employer match about $67,530 at 4% or $45,020 at 6%.
Episcopal Academy 401A Defined Contribution Retirement Plan-411$25,834,868$1,327,509$3,230iApproximate average salary by contribution assumption: employee only about $80,749 at 4% or $53,832 at 6%; with 50% employer match about $53,832 at 4% or $35,888 at 6%; with 100% employer match about $40,374 at 4% or $26,916 at 6%.
20152389$55,664,262$3,150,502$8,099iApproximate average salary by contribution assumption: employee only about $202,474 at 4% or $134,983 at 6%; with 50% employer match about $134,983 at 4% or $89,989 at 6%; with 100% employer match about $101,237 at 4% or $67,491 at 6%.
The Episcopal Academy 403 (B) Defined Contribution Retirement Plan-373$31,358,576$1,884,238$5,052iApproximate average salary by contribution assumption: employee only about $126,289 at 4% or $84,193 at 6%; with 50% employer match about $84,193 at 4% or $56,129 at 6%; with 100% employer match about $63,145 at 4% or $42,096 at 6%.
Episcopal Academy 401A Defined Contribution Retirement Plan-389$24,305,686$1,266,264$3,255iApproximate average salary by contribution assumption: employee only about $81,379 at 4% or $54,253 at 6%; with 50% employer match about $54,253 at 4% or $36,169 at 6%; with 100% employer match about $40,690 at 4% or $27,126 at 6%.
20142411$53,644,456$2,965,130$7,214iApproximate average salary by contribution assumption: employee only about $180,361 at 4% or $120,240 at 6%; with 50% employer match about $120,240 at 4% or $80,160 at 6%; with 100% employer match about $90,180 at 4% or $60,120 at 6%.
The Episcopal Academy 403 (B) Defined Contribution Retirement Plan-393$30,098,829$1,777,428$4,523iApproximate average salary by contribution assumption: employee only about $113,068 at 4% or $75,379 at 6%; with 50% employer match about $75,379 at 4% or $50,252 at 6%; with 100% employer match about $56,534 at 4% or $37,689 at 6%.
Episcopal Academy 401A Defined Contribution Retirement Plan-411$23,545,627$1,187,702$2,890iApproximate average salary by contribution assumption: employee only about $72,245 at 4% or $48,163 at 6%; with 50% employer match about $48,163 at 4% or $32,109 at 6%; with 100% employer match about $36,122 at 4% or $24,082 at 6%.
20133441$50,826,444$3,092,241$7,012iApproximate average salary by contribution assumption: employee only about $175,297 at 4% or $116,865 at 6%; with 50% employer match about $116,865 at 4% or $77,910 at 6%; with 100% employer match about $87,649 at 4% or $58,432 at 6%.
The Episcopal Academy 403 (B) Defined Contribution Retirement Plan-424$28,266,809$1,894,826$4,469iApproximate average salary by contribution assumption: employee only about $111,723 at 4% or $74,482 at 6%; with 50% employer match about $74,482 at 4% or $49,655 at 6%; with 100% employer match about $55,862 at 4% or $37,241 at 6%.
Episcopal Academy 401A Defined Contribution Retirement Plan-441$22,559,635$1,197,415$2,715iApproximate average salary by contribution assumption: employee only about $67,881 at 4% or $45,254 at 6%; with 50% employer match about $45,254 at 4% or $30,169 at 6%; with 100% employer match about $33,940 at 4% or $22,627 at 6%.
Episcopal Academy Welfare Benefit Plan-248---
20123448$43,243,048$2,826,161$6,308iApproximate average salary by contribution assumption: employee only about $157,710 at 4% or $105,140 at 6%; with 50% employer match about $105,140 at 4% or $70,093 at 6%; with 100% employer match about $78,855 at 4% or $52,570 at 6%.
The Episcopal Academy 403 (B) Defined Contribution Retirement Plan-429$23,758,268$1,701,854$3,967iApproximate average salary by contribution assumption: employee only about $99,176 at 4% or $66,117 at 6%; with 50% employer match about $66,117 at 4% or $44,078 at 6%; with 100% employer match about $49,588 at 4% or $33,059 at 6%.
Episcopal Academy 401A Defined Contribution Retirement Plan-448$19,484,780$1,124,307$2,510iApproximate average salary by contribution assumption: employee only about $62,740 at 4% or $41,827 at 6%; with 50% employer match about $41,827 at 4% or $27,885 at 6%; with 100% employer match about $31,370 at 4% or $20,913 at 6%.
Episcopal Academy Welfare Benefit Plan-198---
20113459$37,331,174$2,712,814$5,910iApproximate average salary by contribution assumption: employee only about $147,757 at 4% or $98,505 at 6%; with 50% employer match about $98,505 at 4% or $65,670 at 6%; with 100% employer match about $73,878 at 4% or $49,252 at 6%.
The Episcopal Academy 403 (B) Defined Contribution Retirement Plan-442$20,471,616$1,743,842$3,945iApproximate average salary by contribution assumption: employee only about $98,634 at 4% or $65,756 at 6%; with 50% employer match about $65,756 at 4% or $43,837 at 6%; with 100% employer match about $49,317 at 4% or $32,878 at 6%.
Episcopal Academy 401A Defined Contribution Retirement Plan-459$16,859,558$968,972$2,111iApproximate average salary by contribution assumption: employee only about $52,776 at 4% or $35,184 at 6%; with 50% employer match about $35,184 at 4% or $23,456 at 6%; with 100% employer match about $26,388 at 4% or $17,592 at 6%.
Episcopal Academy Welfare Benefit Plan-198---
20103494$36,510,251$2,643,442$5,351iApproximate average salary by contribution assumption: employee only about $133,777 at 4% or $89,185 at 6%; with 50% employer match about $89,185 at 4% or $59,457 at 6%; with 100% employer match about $66,889 at 4% or $44,592 at 6%.
The Episcopal Academy 403 (B) Defined Contribution Retirement Plan-474$19,778,950$1,619,834$3,417iApproximate average salary by contribution assumption: employee only about $85,434 at 4% or $56,956 at 6%; with 50% employer match about $56,956 at 4% or $37,971 at 6%; with 100% employer match about $42,717 at 4% or $28,478 at 6%.
Episcopal Academy 401A Defined Contribution Retirement Plan-494$16,731,301$1,023,608$2,072iApproximate average salary by contribution assumption: employee only about $51,802 at 4% or $34,535 at 6%; with 50% employer match about $34,535 at 4% or $23,023 at 6%; with 100% employer match about $25,901 at 4% or $17,267 at 6%.
Episcopal Academy Welfare Benefit Plan-169---
20093280$33,234,591$2,646,881$9,453iApproximate average salary by contribution assumption: employee only about $236,329 at 4% or $157,552 at 6%; with 50% employer match about $157,552 at 4% or $105,035 at 6%; with 100% employer match about $118,164 at 4% or $78,776 at 6%.
The Episcopal Academy 403 (B) Defined Contribution Retirement Plan-280$17,320,600$1,630,524$5,823iApproximate average salary by contribution assumption: employee only about $145,583 at 4% or $97,055 at 6%; with 50% employer match about $97,055 at 4% or $64,703 at 6%; with 100% employer match about $72,791 at 4% or $48,528 at 6%.
Episcopal Academy 401A Defined Contribution Retirement Plan-261$15,913,991$1,016,357$3,894iApproximate average salary by contribution assumption: employee only about $97,352 at 4% or $64,901 at 6%; with 50% employer match about $64,901 at 4% or $43,268 at 6%; with 100% employer match about $48,676 at 4% or $32,451 at 6%.
Episcopal Academy Welfare Benefit Plan-158---
20082167$0$0-
Episcopal Academy Welfare Benefit Plan-167---
The Episcopal Academy 403 (B) Defined Contribution Retirement Plan-0---
20073251$17,592,953$894,873$3,565iApproximate average salary by contribution assumption: employee only about $89,131 at 4% or $59,421 at 6%; with 50% employer match about $59,421 at 4% or $39,614 at 6%; with 100% employer match about $44,565 at 4% or $29,710 at 6%.
Episcopal Academy 401A Defined Contribution Retirement Plan-243$17,592,953$894,873$3,683iApproximate average salary by contribution assumption: employee only about $92,065 at 4% or $61,377 at 6%; with 50% employer match about $61,377 at 4% or $40,918 at 6%; with 100% employer match about $46,033 at 4% or $30,688 at 6%.
Episcopal Academy Welfare Benefit Plan-251---
The Episcopal Academy 403 (B) Defined Contribution Retirement Plan-0---
20063239$15,623,104$847,236$3,545iApproximate average salary by contribution assumption: employee only about $88,623 at 4% or $59,082 at 6%; with 50% employer match about $59,082 at 4% or $39,388 at 6%; with 100% employer match about $44,312 at 4% or $29,541 at 6%.
Episcopal Academy 401A Defined Contribution Retirement Plan-239$15,623,104$847,236$3,545iApproximate average salary by contribution assumption: employee only about $88,623 at 4% or $59,082 at 6%; with 50% employer match about $59,082 at 4% or $39,388 at 6%; with 100% employer match about $44,312 at 4% or $29,541 at 6%.
Episcopal Academy Welfare Benefit Plan-227---
The Episcopal Academy 403 (B) Defined Contribution Retirement Plan-0---
20055248$13,711,752$806,951$3,254iApproximate average salary by contribution assumption: employee only about $81,346 at 4% or $54,231 at 6%; with 50% employer match about $54,231 at 4% or $36,154 at 6%; with 100% employer match about $40,673 at 4% or $27,115 at 6%.
Episcopal Academy 401A Defined Contribution Retirement Plan-234$13,711,752$806,951$3,449iApproximate average salary by contribution assumption: employee only about $86,213 at 4% or $57,475 at 6%; with 50% employer match about $57,475 at 4% or $38,317 at 6%; with 100% employer match about $43,106 at 4% or $28,738 at 6%.
Episcopal Adademy Group Long Term Disability Plan-248---
Episcopal Academy Life Plan-248---
The Episcopal Academy 403 (B) Defined Contribution Retirement Plan-221---
Episcopal Academy Welfare Benefit Plan-165---
20045242$12,489,121$746,341$3,084iApproximate average salary by contribution assumption: employee only about $77,101 at 4% or $51,401 at 6%; with 50% employer match about $51,401 at 4% or $34,267 at 6%; with 100% employer match about $38,551 at 4% or $25,700 at 6%.
Episcopal Academy 401A Defined Contribution Retirement Plan-232$12,489,121$746,341$3,217iApproximate average salary by contribution assumption: employee only about $80,425 at 4% or $53,616 at 6%; with 50% employer match about $53,616 at 4% or $35,744 at 6%; with 100% employer match about $40,212 at 4% or $26,808 at 6%.
Episcopal Adademy Group Long Term Disability Plan-242---
Episcopal Academy Welfare Benefit Plan-161---
The Episcopal Academy 403 (B) Defined Contribution Retirement Plan-0---
Episcopal Academy Life Plan-241---
20037243$9,193,843$717,613$2,953iApproximate average salary by contribution assumption: employee only about $73,828 at 4% or $49,219 at 6%; with 50% employer match about $49,219 at 4% or $32,813 at 6%; with 100% employer match about $36,914 at 4% or $24,609 at 6%.
Episcopal Academy 401A Defined Contribution Retirement Plan-209$9,193,843$717,613$3,434iApproximate average salary by contribution assumption: employee only about $85,839 at 4% or $57,226 at 6%; with 50% employer match about $57,226 at 4% or $38,151 at 6%; with 100% employer match about $42,919 at 4% or $28,613 at 6%.
Episcopal Adademy Group Long Term Disability Plan-238---
Episcopal Academy Group Short Term-243---
Episcopal Academy Flex Benefit Plan-237---
Episcopal Academy Life Plan-242---
Episcopal Academy Welfare Benefit Plan-162---
The Episcopal Academy 403 (B) Defined Contribution Retirement Plan-209---
20025236$0$0-
Episcopal Adademy Group Long Term Disability Plan-236---
Episcopal Academy Life Plan-236---
Episcopal Academy Group Short Term-236---
Episcopal Academy Welfare Benefit Plan-142---
Episcopal Academy Flex Benefit Plan-236---
20016229$10,528,596$608,657$2,658iApproximate average salary by contribution assumption: employee only about $66,447 at 4% or $44,298 at 6%; with 50% employer match about $44,298 at 4% or $29,532 at 6%; with 100% employer match about $33,224 at 4% or $22,149 at 6%.
Episcopal Academy 401A Defined Contribution Retirement Plan-229$10,528,596$608,657$2,658iApproximate average salary by contribution assumption: employee only about $66,447 at 4% or $44,298 at 6%; with 50% employer match about $44,298 at 4% or $29,532 at 6%; with 100% employer match about $33,224 at 4% or $22,149 at 6%.
The Episcopal Academy 403 (B) Defined Contribution Retirement Plan-0---
Episcopal Academy Flex Benefit Plan-229---
Episcopal Academy Group Short Term-229---
Episcopal Adademy Group Long Term Disability Plan-229---
Episcopal Academy Welfare Benefit Plan-159---
20007230$10,986,760$543,011$2,361iApproximate average salary by contribution assumption: employee only about $59,023 at 4% or $39,349 at 6%; with 50% employer match about $39,349 at 4% or $26,232 at 6%; with 100% employer match about $29,511 at 4% or $19,674 at 6%.
Episcopal Academy 401A Defined Contribution Retirement Plan-209$10,986,760$543,011$2,598iApproximate average salary by contribution assumption: employee only about $64,953 at 4% or $43,302 at 6%; with 50% employer match about $43,302 at 4% or $28,868 at 6%; with 100% employer match about $32,477 at 4% or $21,651 at 6%.
Episcopal Academy Group Short Term-230---
Episcopal Academy Flex Benefit Plan-230---
Episcopal Adademy Group Long Term Disability Plan-230---
Episcopal Academy Life Plan-230---
The Episcopal Academy 403 (B) Defined Contribution Retirement Plan-0---
Episcopal Academy Welfare Benefit Plan-162---
19996228$11,839,894$456,489$2,002iApproximate average salary by contribution assumption: employee only about $50,054 at 4% or $33,369 at 6%; with 50% employer match about $33,369 at 4% or $22,246 at 6%; with 100% employer match about $25,027 at 4% or $16,685 at 6%.
Episcopal Academy 401A Defined Contribution Retirement Plan-193$11,839,894$456,489$2,365iApproximate average salary by contribution assumption: employee only about $59,131 at 4% or $39,420 at 6%; with 50% employer match about $39,420 at 4% or $26,280 at 6%; with 100% employer match about $29,565 at 4% or $19,710 at 6%.
Episcopal Adademy Group Long Term Disability Plan-213---
Episcopal Academy Flex Benefit Plan-228---
Episcopal Academy Group Short Term-213---
Episcopal Academy Life Plan-213---
Episcopal Academy Welfare Benefit Plan-197---