Unitarian Universalist House
Plan context: Unitarian Universalist Retirement Plan
EIN 23-1638192 • Philadelphia, PA • 22 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
20
2024 Assets
$377,660
2024 Contributions
$25,858
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 | 1 | 20 | $377,660 | $25,858 | $1,293iApproximate average salary by contribution assumption: employee only about $32,323 at 4% or $21,548 at 6%; with 50% employer match about $21,548 at 4% or $14,366 at 6%; with 100% employer match about $16,161 at 4% or $10,774 at 6%. |
| Unitarian Universalist Retirement Plan | - | 20 | $377,660 | $25,858 | $1,293iApproximate average salary by contribution assumption: employee only about $32,323 at 4% or $21,548 at 6%; with 50% employer match about $21,548 at 4% or $14,366 at 6%; with 100% employer match about $16,161 at 4% or $10,774 at 6%. |
| 2023 | 1 | 21 | $886,351 | $17,746 | $845iApproximate average salary by contribution assumption: employee only about $21,126 at 4% or $14,084 at 6%; with 50% employer match about $14,084 at 4% or $9,389 at 6%; with 100% employer match about $10,563 at 4% or $7,042 at 6%. |
| Unitarian Universalist Retirement Plan | - | 21 | $886,351 | $17,746 | $845iApproximate average salary by contribution assumption: employee only about $21,126 at 4% or $14,084 at 6%; with 50% employer match about $14,084 at 4% or $9,389 at 6%; with 100% employer match about $10,563 at 4% or $7,042 at 6%. |
| 2022 | 1 | 22 | $949,449 | $57,103 | $2,596iApproximate average salary by contribution assumption: employee only about $64,890 at 4% or $43,260 at 6%; with 50% employer match about $43,260 at 4% or $28,840 at 6%; with 100% employer match about $32,445 at 4% or $21,630 at 6%. |
| Unitarian Universalist Retirement Plan | - | 22 | $949,449 | $57,103 | $2,596iApproximate average salary by contribution assumption: employee only about $64,890 at 4% or $43,260 at 6%; with 50% employer match about $43,260 at 4% or $28,840 at 6%; with 100% employer match about $32,445 at 4% or $21,630 at 6%. |
| 2021 | 1 | 22 | $1,117,597 | $62,537 | $2,843iApproximate average salary by contribution assumption: employee only about $71,065 at 4% or $47,377 at 6%; with 50% employer match about $47,377 at 4% or $31,584 at 6%; with 100% employer match about $35,532 at 4% or $23,688 at 6%. |
| Unitarian Universalist Retirement Plan | - | 22 | $1,117,597 | $62,537 | $2,843iApproximate average salary by contribution assumption: employee only about $71,065 at 4% or $47,377 at 6%; with 50% employer match about $47,377 at 4% or $31,584 at 6%; with 100% employer match about $35,532 at 4% or $23,688 at 6%. |
| 2020 | 1 | 23 | $915,328 | $50,483 | $2,195iApproximate average salary by contribution assumption: employee only about $54,873 at 4% or $36,582 at 6%; with 50% employer match about $36,582 at 4% or $24,388 at 6%; with 100% employer match about $27,436 at 4% or $18,291 at 6%. |
| Unitarian Universalist Retirement Plan | - | 23 | $915,328 | $50,483 | $2,195iApproximate average salary by contribution assumption: employee only about $54,873 at 4% or $36,582 at 6%; with 50% employer match about $36,582 at 4% or $24,388 at 6%; with 100% employer match about $27,436 at 4% or $18,291 at 6%. |
| 2019 | 1 | 0 | $753,940 | $44,927 | - |
| Unitarian Universalist Retirement Plan | - | 0 | $753,940 | $44,927 | - |
| 2018 | 1 | 0 | $586,911 | $55,407 | - |
| Unitarian Universalist Retirement Plan | - | 0 | $586,911 | $55,407 | - |
| 2017 | 1 | 28 | $557,672 | $50,033 | $1,787iApproximate average salary by contribution assumption: employee only about $44,672 at 4% or $29,782 at 6%; with 50% employer match about $29,782 at 4% or $19,854 at 6%; with 100% employer match about $22,336 at 4% or $14,891 at 6%. |
| Unitarian Universalist Retirement Plan | - | 28 | $557,672 | $50,033 | $1,787iApproximate average salary by contribution assumption: employee only about $44,672 at 4% or $29,782 at 6%; with 50% employer match about $29,782 at 4% or $19,854 at 6%; with 100% employer match about $22,336 at 4% or $14,891 at 6%. |
| 2016 | 1 | 30 | $453,907 | $36,170 | $1,206iApproximate average salary by contribution assumption: employee only about $30,142 at 4% or $20,094 at 6%; with 50% employer match about $20,094 at 4% or $13,396 at 6%; with 100% employer match about $15,071 at 4% or $10,047 at 6%. |
| Unitarian Universalist Retirement Plan | - | 30 | $453,907 | $36,170 | $1,206iApproximate average salary by contribution assumption: employee only about $30,142 at 4% or $20,094 at 6%; with 50% employer match about $20,094 at 4% or $13,396 at 6%; with 100% employer match about $15,071 at 4% or $10,047 at 6%. |
| 2015 | 1 | 30 | $396,797 | $30,028 | $1,001iApproximate average salary by contribution assumption: employee only about $25,023 at 4% or $16,682 at 6%; with 50% employer match about $16,682 at 4% or $11,121 at 6%; with 100% employer match about $12,512 at 4% or $8,341 at 6%. |
| Unitarian Universalist Retirement Plan | - | 30 | $396,797 | $30,028 | $1,001iApproximate average salary by contribution assumption: employee only about $25,023 at 4% or $16,682 at 6%; with 50% employer match about $16,682 at 4% or $11,121 at 6%; with 100% employer match about $12,512 at 4% or $8,341 at 6%. |
| 2014 | 1 | 27 | $368,652 | $25,400 | $941iApproximate average salary by contribution assumption: employee only about $23,519 at 4% or $15,679 at 6%; with 50% employer match about $15,679 at 4% or $10,453 at 6%; with 100% employer match about $11,759 at 4% or $7,840 at 6%. |
| Unitarian Universalist Retirement Plan | - | 27 | $368,652 | $25,400 | $941iApproximate average salary by contribution assumption: employee only about $23,519 at 4% or $15,679 at 6%; with 50% employer match about $15,679 at 4% or $10,453 at 6%; with 100% employer match about $11,759 at 4% or $7,840 at 6%. |
| 2013 | 1 | 29 | $334,183 | $19,947 | $688iApproximate average salary by contribution assumption: employee only about $17,196 at 4% or $11,464 at 6%; with 50% employer match about $11,464 at 4% or $7,643 at 6%; with 100% employer match about $8,598 at 4% or $5,732 at 6%. |
| Unitarian Universalist Retirement Plan | - | 29 | $334,183 | $19,947 | $688iApproximate average salary by contribution assumption: employee only about $17,196 at 4% or $11,464 at 6%; with 50% employer match about $11,464 at 4% or $7,643 at 6%; with 100% employer match about $8,598 at 4% or $5,732 at 6%. |
| 2012 | 1 | 33 | $539,206 | $22,501 | $682iApproximate average salary by contribution assumption: employee only about $17,046 at 4% or $11,364 at 6%; with 50% employer match about $11,364 at 4% or $7,576 at 6%; with 100% employer match about $8,523 at 4% or $5,682 at 6%. |
| Unitarian Universalist Retirement Plan | - | 33 | $539,206 | $22,501 | $682iApproximate average salary by contribution assumption: employee only about $17,046 at 4% or $11,364 at 6%; with 50% employer match about $11,364 at 4% or $7,576 at 6%; with 100% employer match about $8,523 at 4% or $5,682 at 6%. |
| 2011 | 1 | 40 | $625,548 | $20,709 | $518iApproximate average salary by contribution assumption: employee only about $12,943 at 4% or $8,629 at 6%; with 50% employer match about $8,629 at 4% or $5,753 at 6%; with 100% employer match about $6,472 at 4% or $4,314 at 6%. |
| Unitarian Universalist Retirement Plan | - | 40 | $625,548 | $20,709 | $518iApproximate average salary by contribution assumption: employee only about $12,943 at 4% or $8,629 at 6%; with 50% employer match about $8,629 at 4% or $5,753 at 6%; with 100% employer match about $6,472 at 4% or $4,314 at 6%. |
| 2010 | 1 | 45 | $722,345 | $144,310 | $3,207iApproximate average salary by contribution assumption: employee only about $80,172 at 4% or $53,448 at 6%; with 50% employer match about $53,448 at 4% or $35,632 at 6%; with 100% employer match about $40,086 at 4% or $26,724 at 6%. |
| Unitarian Universalist Retirement Plan | - | 45 | $722,345 | $144,310 | $3,207iApproximate average salary by contribution assumption: employee only about $80,172 at 4% or $53,448 at 6%; with 50% employer match about $53,448 at 4% or $35,632 at 6%; with 100% employer match about $40,086 at 4% or $26,724 at 6%. |
| 2009 | 1 | 70 | $1,041,960 | $78,655 | $1,124iApproximate average salary by contribution assumption: employee only about $28,091 at 4% or $18,727 at 6%; with 50% employer match about $18,727 at 4% or $12,485 at 6%; with 100% employer match about $14,046 at 4% or $9,364 at 6%. |
| Unitarian Universalist Retirement Plan | - | 70 | $1,041,960 | $78,655 | $1,124iApproximate average salary by contribution assumption: employee only about $28,091 at 4% or $18,727 at 6%; with 50% employer match about $18,727 at 4% or $12,485 at 6%; with 100% employer match about $14,046 at 4% or $9,364 at 6%. |
| 2008 | 1 | 0 | $0 | $0 | - |
| Unitarian Universalist Retirement Plan | - | 0 | - | - | - |
| 2007 | 1 | 0 | $0 | $0 | - |
| Unitarian Universalist Retirement Plan | - | 0 | - | - | - |
| 2002 | 1 | 0 | $0 | $0 | - |
| Unitarian Universalist Retirement Plan | - | 0 | - | - | - |
| 2001 | 1 | 0 | $0 | $0 | - |
| Unitarian Universalist Retirement Plan | - | 0 | - | - | - |
| 2000 | 1 | 0 | $0 | $0 | - |
| Unitarian Universalist Retirement Plan | - | 0 | - | - | - |
| 1999 | 1 | 0 | $0 | $0 | - |
| Unitarian Universalist Retirement Plan | - | 0 | - | - | - |