Civic Intelligence

The William Penn Foundation

Plan context: WILLIAM PENN FOUNDATION 403(B) RETIREMENT PLAN

EIN 23-1503488 • Philadelphia, PA • 33 filings • 3 plans

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Two Logan Square, Ste 1100100 North 18th StreetPhiladelphia, PA 19103-2757
Current Snapshot

Latest Year

2024

2024 Participants

65

2024 Assets

$17,292,601

2024 Contributions

$2,793,057

Historical Graphs

Total Assets Over Time

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

$17,292,601$8,646,301$0199920132024YearValue
$17,292,601Latest year 2024

Participants Over Time

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

74370199920122024YearValue
65Latest 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
2024165$17,292,601$2,793,057$42,970iApproximate average salary by contribution assumption: employee only about $1,074,253 at 4% or $716,168 at 6%; with 50% employer match about $716,168 at 4% or $477,446 at 6%; with 100% employer match about $537,126 at 4% or $358,084 at 6%.
WILLIAM PENN FOUNDATION 403(B) RETIREMENT PLAN-65$17,292,601$2,793,057$42,970iApproximate average salary by contribution assumption: employee only about $1,074,253 at 4% or $716,168 at 6%; with 50% employer match about $716,168 at 4% or $477,446 at 6%; with 100% employer match about $537,126 at 4% or $358,084 at 6%.
2023169$12,961,721$1,291,906$18,723iApproximate average salary by contribution assumption: employee only about $468,082 at 4% or $312,055 at 6%; with 50% employer match about $312,055 at 4% or $208,036 at 6%; with 100% employer match about $234,041 at 4% or $156,027 at 6%.
WILLIAM PENN FOUNDATION 403(B) RETIREMENT PLAN-69$12,961,721$1,291,906$18,723iApproximate average salary by contribution assumption: employee only about $468,082 at 4% or $312,055 at 6%; with 50% employer match about $312,055 at 4% or $208,036 at 6%; with 100% employer match about $234,041 at 4% or $156,027 at 6%.
2022174$9,851,204$993,833$13,430iApproximate average salary by contribution assumption: employee only about $335,754 at 4% or $223,836 at 6%; with 50% employer match about $223,836 at 4% or $149,224 at 6%; with 100% employer match about $167,877 at 4% or $111,918 at 6%.
WILLIAM PENN FOUNDATION 403(B) RETIREMENT PLAN-74$9,851,204$993,833$13,430iApproximate average salary by contribution assumption: employee only about $335,754 at 4% or $223,836 at 6%; with 50% employer match about $223,836 at 4% or $149,224 at 6%; with 100% employer match about $167,877 at 4% or $111,918 at 6%.
2021166$11,028,235$905,606$13,721iApproximate average salary by contribution assumption: employee only about $343,033 at 4% or $228,688 at 6%; with 50% employer match about $228,688 at 4% or $152,459 at 6%; with 100% employer match about $171,516 at 4% or $114,344 at 6%.
WILLIAM PENN FOUNDATION 403(B) RETIREMENT PLAN-66$11,028,235$905,606$13,721iApproximate average salary by contribution assumption: employee only about $343,033 at 4% or $228,688 at 6%; with 50% employer match about $228,688 at 4% or $152,459 at 6%; with 100% employer match about $171,516 at 4% or $114,344 at 6%.
2020166$9,910,151$856,946$12,984iApproximate average salary by contribution assumption: employee only about $324,601 at 4% or $216,401 at 6%; with 50% employer match about $216,401 at 4% or $144,267 at 6%; with 100% employer match about $162,300 at 4% or $108,200 at 6%.
WILLIAM PENN FOUNDATION 403(B) RETIREMENT PLAN-66$9,910,151$856,946$12,984iApproximate average salary by contribution assumption: employee only about $324,601 at 4% or $216,401 at 6%; with 50% employer match about $216,401 at 4% or $144,267 at 6%; with 100% employer match about $162,300 at 4% or $108,200 at 6%.
2019167$8,300,905$749,659$11,189iApproximate average salary by contribution assumption: employee only about $279,724 at 4% or $186,482 at 6%; with 50% employer match about $186,482 at 4% or $124,322 at 6%; with 100% employer match about $139,862 at 4% or $93,241 at 6%.
WILLIAM PENN FOUNDATION 403(B) RETIREMENT PLAN-67$8,300,905$749,659$11,189iApproximate average salary by contribution assumption: employee only about $279,724 at 4% or $186,482 at 6%; with 50% employer match about $186,482 at 4% or $124,322 at 6%; with 100% employer match about $139,862 at 4% or $93,241 at 6%.
2018167$6,155,477$719,361$10,737iApproximate average salary by contribution assumption: employee only about $268,418 at 4% or $178,946 at 6%; with 50% employer match about $178,946 at 4% or $119,297 at 6%; with 100% employer match about $134,209 at 4% or $89,473 at 6%.
WILLIAM PENN FOUNDATION 403(B) RETIREMENT PLAN-67$6,155,477$719,361$10,737iApproximate average salary by contribution assumption: employee only about $268,418 at 4% or $178,946 at 6%; with 50% employer match about $178,946 at 4% or $119,297 at 6%; with 100% employer match about $134,209 at 4% or $89,473 at 6%.
2017165$6,438,001$854,408$13,145iApproximate average salary by contribution assumption: employee only about $328,618 at 4% or $219,079 at 6%; with 50% employer match about $219,079 at 4% or $146,053 at 6%; with 100% employer match about $164,309 at 4% or $109,539 at 6%.
WILLIAM PENN FOUNDATION 403(B) RETIREMENT PLAN-65$6,438,001$854,408$13,145iApproximate average salary by contribution assumption: employee only about $328,618 at 4% or $219,079 at 6%; with 50% employer match about $219,079 at 4% or $146,053 at 6%; with 100% employer match about $164,309 at 4% or $109,539 at 6%.
2016163$4,899,365$474,951$7,539iApproximate average salary by contribution assumption: employee only about $188,473 at 4% or $125,648 at 6%; with 50% employer match about $125,648 at 4% or $83,766 at 6%; with 100% employer match about $94,236 at 4% or $62,824 at 6%.
WILLIAM PENN FOUNDATION 403(B) RETIREMENT PLAN-63$4,899,365$474,951$7,539iApproximate average salary by contribution assumption: employee only about $188,473 at 4% or $125,648 at 6%; with 50% employer match about $125,648 at 4% or $83,766 at 6%; with 100% employer match about $94,236 at 4% or $62,824 at 6%.
2015264$4,315,520$504,871$7,889iApproximate average salary by contribution assumption: employee only about $197,215 at 4% or $131,477 at 6%; with 50% employer match about $131,477 at 4% or $87,651 at 6%; with 100% employer match about $98,608 at 4% or $65,738 at 6%.
WILLIAM PENN FOUNDATION 403(B) RETIREMENT PLAN-64$4,315,520$504,871$7,889iApproximate average salary by contribution assumption: employee only about $197,215 at 4% or $131,477 at 6%; with 50% employer match about $131,477 at 4% or $87,651 at 6%; with 100% employer match about $98,608 at 4% or $65,738 at 6%.
The William Penn Foundation Pension Plan-0$0--
2014260$8,496,470$400,920$6,682iApproximate average salary by contribution assumption: employee only about $167,050 at 4% or $111,367 at 6%; with 50% employer match about $111,367 at 4% or $74,244 at 6%; with 100% employer match about $83,525 at 4% or $55,683 at 6%.
WILLIAM PENN FOUNDATION 403(B) RETIREMENT PLAN-60$4,347,096$400,920$6,682iApproximate average salary by contribution assumption: employee only about $167,050 at 4% or $111,367 at 6%; with 50% employer match about $111,367 at 4% or $74,244 at 6%; with 100% employer match about $83,525 at 4% or $55,683 at 6%.
The William Penn Foundation Pension Plan-48$4,149,374--
2013256$8,477,854$364,441$6,508iApproximate average salary by contribution assumption: employee only about $162,697 at 4% or $108,465 at 6%; with 50% employer match about $108,465 at 4% or $72,310 at 6%; with 100% employer match about $81,348 at 4% or $54,232 at 6%.
The William Penn Foundation Pension Plan-50$4,586,747$0-
WILLIAM PENN FOUNDATION 403(B) RETIREMENT PLAN-56$3,891,107$364,441$6,508iApproximate average salary by contribution assumption: employee only about $162,697 at 4% or $108,465 at 6%; with 50% employer match about $108,465 at 4% or $72,310 at 6%; with 100% employer match about $81,348 at 4% or $54,232 at 6%.
2012254$7,514,340$373,480$6,916iApproximate average salary by contribution assumption: employee only about $172,907 at 4% or $115,272 at 6%; with 50% employer match about $115,272 at 4% or $76,848 at 6%; with 100% employer match about $86,454 at 4% or $57,636 at 6%.
The William Penn Foundation Pension Plan-50$4,096,094--
WILLIAM PENN FOUNDATION 403(B) RETIREMENT PLAN-54$3,418,246$373,480$6,916iApproximate average salary by contribution assumption: employee only about $172,907 at 4% or $115,272 at 6%; with 50% employer match about $115,272 at 4% or $76,848 at 6%; with 100% employer match about $86,454 at 4% or $57,636 at 6%.
2011252$6,433,504$422,491$8,125iApproximate average salary by contribution assumption: employee only about $203,121 at 4% or $135,414 at 6%; with 50% employer match about $135,414 at 4% or $90,276 at 6%; with 100% employer match about $101,560 at 4% or $67,707 at 6%.
The William Penn Foundation Pension Plan-52$3,717,681--
WILLIAM PENN FOUNDATION 403(B) RETIREMENT PLAN-49$2,715,823$422,491$8,622iApproximate average salary by contribution assumption: employee only about $215,557 at 4% or $143,704 at 6%; with 50% employer match about $143,704 at 4% or $95,803 at 6%; with 100% employer match about $107,778 at 4% or $71,852 at 6%.
2010251$6,049,352$410,444$8,048iApproximate average salary by contribution assumption: employee only about $201,198 at 4% or $134,132 at 6%; with 50% employer match about $134,132 at 4% or $89,421 at 6%; with 100% employer match about $100,599 at 4% or $67,066 at 6%.
The William Penn Foundation Pension Plan-51$3,772,342$40,000$784iApproximate average salary by contribution assumption: employee only about $19,608 at 4% or $13,072 at 6%; with 50% employer match about $13,072 at 4% or $8,715 at 6%; with 100% employer match about $9,804 at 4% or $6,536 at 6%.
WILLIAM PENN FOUNDATION 403(B) RETIREMENT PLAN-42$2,277,010$370,444$8,820iApproximate average salary by contribution assumption: employee only about $220,502 at 4% or $147,002 at 6%; with 50% employer match about $147,002 at 4% or $98,001 at 6%; with 100% employer match about $110,251 at 4% or $73,501 at 6%.
2009256$5,029,310$301,496$5,384iApproximate average salary by contribution assumption: employee only about $134,596 at 4% or $89,731 at 6%; with 50% employer match about $89,731 at 4% or $59,821 at 6%; with 100% employer match about $67,298 at 4% or $44,865 at 6%.
The William Penn Foundation Pension Plan-56$3,379,155$54,000$964iApproximate average salary by contribution assumption: employee only about $24,107 at 4% or $16,071 at 6%; with 50% employer match about $16,071 at 4% or $10,714 at 6%; with 100% employer match about $12,054 at 4% or $8,036 at 6%.
WILLIAM PENN FOUNDATION 403(B) RETIREMENT PLAN-33$1,650,155$247,496$7,500iApproximate average salary by contribution assumption: employee only about $187,497 at 4% or $124,998 at 6%; with 50% employer match about $124,998 at 4% or $83,332 at 6%; with 100% employer match about $93,748 at 4% or $62,499 at 6%.
2008127$0$0-
The William Penn Foundation Pension Plan-27---
2007126$0$0-
The William Penn Foundation Pension Plan-26---
2006122$3,905,474$53,222$2,419iApproximate average salary by contribution assumption: employee only about $60,480 at 4% or $40,320 at 6%; with 50% employer match about $40,320 at 4% or $26,880 at 6%; with 100% employer match about $30,240 at 4% or $20,160 at 6%.
The William Penn Foundation Pension Plan-22$3,905,474$53,222$2,419iApproximate average salary by contribution assumption: employee only about $60,480 at 4% or $40,320 at 6%; with 50% employer match about $40,320 at 4% or $26,880 at 6%; with 100% employer match about $30,240 at 4% or $20,160 at 6%.
2005121$3,570,348$37,417$1,782iApproximate average salary by contribution assumption: employee only about $44,544 at 4% or $29,696 at 6%; with 50% employer match about $29,696 at 4% or $19,797 at 6%; with 100% employer match about $22,272 at 4% or $14,848 at 6%.
The William Penn Foundation Pension Plan-21$3,570,348$37,417$1,782iApproximate average salary by contribution assumption: employee only about $44,544 at 4% or $29,696 at 6%; with 50% employer match about $29,696 at 4% or $19,797 at 6%; with 100% employer match about $22,272 at 4% or $14,848 at 6%.
2004117$3,552,276$32,287$1,899iApproximate average salary by contribution assumption: employee only about $47,481 at 4% or $31,654 at 6%; with 50% employer match about $31,654 at 4% or $21,103 at 6%; with 100% employer match about $23,740 at 4% or $15,827 at 6%.
The William Penn Foundation Pension Plan-17$3,552,276$32,287$1,899iApproximate average salary by contribution assumption: employee only about $47,481 at 4% or $31,654 at 6%; with 50% employer match about $31,654 at 4% or $21,103 at 6%; with 100% employer match about $23,740 at 4% or $15,827 at 6%.
2003119$3,436,778$101,630$5,349iApproximate average salary by contribution assumption: employee only about $133,724 at 4% or $89,149 at 6%; with 50% employer match about $89,149 at 4% or $59,433 at 6%; with 100% employer match about $66,862 at 4% or $44,575 at 6%.
The William Penn Foundation Pension Plan-19$3,436,778$101,630$5,349iApproximate average salary by contribution assumption: employee only about $133,724 at 4% or $89,149 at 6%; with 50% employer match about $89,149 at 4% or $59,433 at 6%; with 100% employer match about $66,862 at 4% or $44,575 at 6%.
2002125$2,791,113$243,249$9,730iApproximate average salary by contribution assumption: employee only about $243,249 at 4% or $162,166 at 6%; with 50% employer match about $162,166 at 4% or $108,111 at 6%; with 100% employer match about $121,624 at 4% or $81,083 at 6%.
The William Penn Foundation Pension Plan-25$2,791,113$243,249$9,730iApproximate average salary by contribution assumption: employee only about $243,249 at 4% or $162,166 at 6%; with 50% employer match about $162,166 at 4% or $108,111 at 6%; with 100% employer match about $121,624 at 4% or $81,083 at 6%.
2001123$0$0-
The William Penn Foundation Pension Plan-23---
2000117$3,241,957$90,087$5,299iApproximate average salary by contribution assumption: employee only about $132,481 at 4% or $88,321 at 6%; with 50% employer match about $88,321 at 4% or $58,880 at 6%; with 100% employer match about $66,240 at 4% or $44,160 at 6%.
The William Penn Foundation Pension Plan-17$3,241,957$90,087$5,299iApproximate average salary by contribution assumption: employee only about $132,481 at 4% or $88,321 at 6%; with 50% employer match about $88,321 at 4% or $58,880 at 6%; with 100% employer match about $66,240 at 4% or $44,160 at 6%.
1999112$3,429,038$73,852$6,154iApproximate average salary by contribution assumption: employee only about $153,858 at 4% or $102,572 at 6%; with 50% employer match about $102,572 at 4% or $68,381 at 6%; with 100% employer match about $76,929 at 4% or $51,286 at 6%.
The William Penn Foundation Pension Plan-12$3,429,038$73,852$6,154iApproximate average salary by contribution assumption: employee only about $153,858 at 4% or $102,572 at 6%; with 50% employer match about $102,572 at 4% or $68,381 at 6%; with 100% employer match about $76,929 at 4% or $51,286 at 6%.