Hale-Barnard Corporation
Plan context: Hale-Barnard Corporation Tax-Deferred Retirement Plan
EIN 23-7230037 • Boston, MA • 25 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
12
2024 Assets
$222,945
2024 Contributions
$33,171
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 | 12 | $222,945 | $33,171 | $2,764iApproximate average salary by contribution assumption: employee only about $69,106 at 4% or $46,071 at 6%; with 50% employer match about $46,071 at 4% or $30,714 at 6%; with 100% employer match about $34,553 at 4% or $23,035 at 6%. |
| Hale-Barnard Corporation Tax-Deferred Retirement Plan | - | 12 | $222,945 | $33,171 | $2,764iApproximate average salary by contribution assumption: employee only about $69,106 at 4% or $46,071 at 6%; with 50% employer match about $46,071 at 4% or $30,714 at 6%; with 100% employer match about $34,553 at 4% or $23,035 at 6%. |
| 2023 | 1 | 10 | $167,127 | $24,701 | $2,470iApproximate average salary by contribution assumption: employee only about $61,753 at 4% or $41,168 at 6%; with 50% employer match about $41,168 at 4% or $27,446 at 6%; with 100% employer match about $30,876 at 4% or $20,584 at 6%. |
| Hale-Barnard Corporation Tax-Deferred Retirement Plan | - | 10 | $167,127 | $24,701 | $2,470iApproximate average salary by contribution assumption: employee only about $61,753 at 4% or $41,168 at 6%; with 50% employer match about $41,168 at 4% or $27,446 at 6%; with 100% employer match about $30,876 at 4% or $20,584 at 6%. |
| 2022 | 1 | 10 | $159,094 | $25,016 | $2,502iApproximate average salary by contribution assumption: employee only about $62,540 at 4% or $41,693 at 6%; with 50% employer match about $41,693 at 4% or $27,796 at 6%; with 100% employer match about $31,270 at 4% or $20,847 at 6%. |
| Hale-Barnard Corporation Tax-Deferred Retirement Plan | - | 10 | $159,094 | $25,016 | $2,502iApproximate average salary by contribution assumption: employee only about $62,540 at 4% or $41,693 at 6%; with 50% employer match about $41,693 at 4% or $27,796 at 6%; with 100% employer match about $31,270 at 4% or $20,847 at 6%. |
| 2021 | 1 | 11 | $207,918 | $25,335 | $2,303iApproximate average salary by contribution assumption: employee only about $57,580 at 4% or $38,386 at 6%; with 50% employer match about $38,386 at 4% or $25,591 at 6%; with 100% employer match about $28,790 at 4% or $19,193 at 6%. |
| Hale-Barnard Corporation Tax-Deferred Retirement Plan | - | 11 | $207,918 | $25,335 | $2,303iApproximate average salary by contribution assumption: employee only about $57,580 at 4% or $38,386 at 6%; with 50% employer match about $38,386 at 4% or $25,591 at 6%; with 100% employer match about $28,790 at 4% or $19,193 at 6%. |
| 2020 | 1 | 12 | $161,122 | $12,721 | $1,060iApproximate average salary by contribution assumption: employee only about $26,502 at 4% or $17,668 at 6%; with 50% employer match about $17,668 at 4% or $11,779 at 6%; with 100% employer match about $13,251 at 4% or $8,834 at 6%. |
| Hale-Barnard Corporation Tax-Deferred Retirement Plan | - | 12 | $161,122 | $12,721 | $1,060iApproximate average salary by contribution assumption: employee only about $26,502 at 4% or $17,668 at 6%; with 50% employer match about $17,668 at 4% or $11,779 at 6%; with 100% employer match about $13,251 at 4% or $8,834 at 6%. |
| 2019 | 1 | 10 | $142,007 | $11,412 | $1,141iApproximate average salary by contribution assumption: employee only about $28,530 at 4% or $19,020 at 6%; with 50% employer match about $19,020 at 4% or $12,680 at 6%; with 100% employer match about $14,265 at 4% or $9,510 at 6%. |
| Hale-Barnard Corporation Tax-Deferred Retirement Plan | - | 10 | $142,007 | $11,412 | $1,141iApproximate average salary by contribution assumption: employee only about $28,530 at 4% or $19,020 at 6%; with 50% employer match about $19,020 at 4% or $12,680 at 6%; with 100% employer match about $14,265 at 4% or $9,510 at 6%. |
| 2018 | 1 | 10 | $120,888 | $10,039 | $1,004iApproximate average salary by contribution assumption: employee only about $25,098 at 4% or $16,732 at 6%; with 50% employer match about $16,732 at 4% or $11,154 at 6%; with 100% employer match about $12,549 at 4% or $8,366 at 6%. |
| Hale-Barnard Corporation Tax-Deferred Retirement Plan | - | 10 | $120,888 | $10,039 | $1,004iApproximate average salary by contribution assumption: employee only about $25,098 at 4% or $16,732 at 6%; with 50% employer match about $16,732 at 4% or $11,154 at 6%; with 100% employer match about $12,549 at 4% or $8,366 at 6%. |
| 2017 | 1 | 11 | $154,182 | $11,717 | $1,065iApproximate average salary by contribution assumption: employee only about $26,630 at 4% or $17,753 at 6%; with 50% employer match about $17,753 at 4% or $11,835 at 6%; with 100% employer match about $13,315 at 4% or $8,877 at 6%. |
| Hale-Barnard Corporation Tax-Deferred Retirement Plan | - | 11 | $154,182 | $11,717 | $1,065iApproximate average salary by contribution assumption: employee only about $26,630 at 4% or $17,753 at 6%; with 50% employer match about $17,753 at 4% or $11,835 at 6%; with 100% employer match about $13,315 at 4% or $8,877 at 6%. |
| 2016 | 1 | 11 | $137,012 | $17,984 | $1,635iApproximate average salary by contribution assumption: employee only about $40,873 at 4% or $27,248 at 6%; with 50% employer match about $27,248 at 4% or $18,166 at 6%; with 100% employer match about $20,436 at 4% or $13,624 at 6%. |
| Hale-Barnard Corporation Tax-Deferred Retirement Plan | - | 11 | $137,012 | $17,984 | $1,635iApproximate average salary by contribution assumption: employee only about $40,873 at 4% or $27,248 at 6%; with 50% employer match about $27,248 at 4% or $18,166 at 6%; with 100% employer match about $20,436 at 4% or $13,624 at 6%. |
| 2015 | 1 | 11 | $133,657 | $13,543 | $1,231iApproximate average salary by contribution assumption: employee only about $30,780 at 4% or $20,520 at 6%; with 50% employer match about $20,520 at 4% or $13,680 at 6%; with 100% employer match about $15,390 at 4% or $10,260 at 6%. |
| Hale-Barnard Corporation Tax-Deferred Retirement Plan | - | 11 | $133,657 | $13,543 | $1,231iApproximate average salary by contribution assumption: employee only about $30,780 at 4% or $20,520 at 6%; with 50% employer match about $20,520 at 4% or $13,680 at 6%; with 100% employer match about $15,390 at 4% or $10,260 at 6%. |
| 2014 | 1 | 12 | $120,287 | $9,767 | $814iApproximate average salary by contribution assumption: employee only about $20,348 at 4% or $13,565 at 6%; with 50% employer match about $13,565 at 4% or $9,044 at 6%; with 100% employer match about $10,174 at 4% or $6,783 at 6%. |
| Hale-Barnard Corporation Tax-Deferred Retirement Plan | - | 12 | $120,287 | $9,767 | $814iApproximate average salary by contribution assumption: employee only about $20,348 at 4% or $13,565 at 6%; with 50% employer match about $13,565 at 4% or $9,044 at 6%; with 100% employer match about $10,174 at 4% or $6,783 at 6%. |
| 2013 | 1 | 11 | $111,985 | $10,851 | $986iApproximate average salary by contribution assumption: employee only about $24,661 at 4% or $16,441 at 6%; with 50% employer match about $16,441 at 4% or $10,961 at 6%; with 100% employer match about $12,331 at 4% or $8,220 at 6%. |
| Hale-Barnard Corporation Tax-Deferred Retirement Plan | - | 11 | $111,985 | $10,851 | $986iApproximate average salary by contribution assumption: employee only about $24,661 at 4% or $16,441 at 6%; with 50% employer match about $16,441 at 4% or $10,961 at 6%; with 100% employer match about $12,331 at 4% or $8,220 at 6%. |
| 2012 | 1 | 10 | $78,498 | $6,620 | $662iApproximate average salary by contribution assumption: employee only about $16,550 at 4% or $11,033 at 6%; with 50% employer match about $11,033 at 4% or $7,356 at 6%; with 100% employer match about $8,275 at 4% or $5,517 at 6%. |
| Hale-Barnard Corporation Tax-Deferred Retirement Plan | - | 10 | $78,498 | $6,620 | $662iApproximate average salary by contribution assumption: employee only about $16,550 at 4% or $11,033 at 6%; with 50% employer match about $11,033 at 4% or $7,356 at 6%; with 100% employer match about $8,275 at 4% or $5,517 at 6%. |
| 2011 | 1 | 10 | $81,244 | $33,578 | $3,358iApproximate average salary by contribution assumption: employee only about $83,945 at 4% or $55,963 at 6%; with 50% employer match about $55,963 at 4% or $37,309 at 6%; with 100% employer match about $41,973 at 4% or $27,982 at 6%. |
| Hale-Barnard Corporation Tax-Deferred Retirement Plan | - | 10 | $81,244 | $33,578 | $3,358iApproximate average salary by contribution assumption: employee only about $83,945 at 4% or $55,963 at 6%; with 50% employer match about $55,963 at 4% or $37,309 at 6%; with 100% employer match about $41,973 at 4% or $27,982 at 6%. |
| 2010 | 1 | 9 | $45,715 | $5,272 | $586iApproximate average salary by contribution assumption: employee only about $14,644 at 4% or $9,763 at 6%; with 50% employer match about $9,763 at 4% or $6,509 at 6%; with 100% employer match about $7,322 at 4% or $4,881 at 6%. |
| Hale-Barnard Corporation Tax-Deferred Retirement Plan | - | 9 | $45,715 | $5,272 | $586iApproximate average salary by contribution assumption: employee only about $14,644 at 4% or $9,763 at 6%; with 50% employer match about $9,763 at 4% or $6,509 at 6%; with 100% employer match about $7,322 at 4% or $4,881 at 6%. |
| 2009 | 1 | 2 | $39,937 | $9,493 | $4,747iApproximate average salary by contribution assumption: employee only about $118,663 at 4% or $79,108 at 6%; with 50% employer match about $79,108 at 4% or $52,739 at 6%; with 100% employer match about $59,331 at 4% or $39,554 at 6%. |
| Hale-Barnard Corporation Tax-Deferred Retirement Plan | - | 2 | $39,937 | $9,493 | $4,747iApproximate average salary by contribution assumption: employee only about $118,663 at 4% or $79,108 at 6%; with 50% employer match about $79,108 at 4% or $52,739 at 6%; with 100% employer match about $59,331 at 4% or $39,554 at 6%. |
| 2008 | 1 | 0 | $0 | $0 | - |
| Hale-Barnard Corporation Tax-Deferred Retirement Plan | - | 0 | - | - | - |
| 2007 | 1 | 0 | $0 | $0 | - |
| Hale-Barnard Corporation Tax-Deferred Retirement Plan | - | 0 | - | - | - |
| 2006 | 1 | 0 | $0 | $0 | - |
| Hale-Barnard Corporation Tax-Deferred Retirement Plan | - | 0 | - | - | - |
| 2005 | 1 | 0 | $0 | $0 | - |
| Hale-Barnard Corporation Tax-Deferred Retirement Plan | - | 0 | - | - | - |
| 2004 | 1 | 4 | $0 | $0 | - |
| Hale-Barnard Corporation Tax-Deferred Retirement Plan | - | 4 | - | - | - |
| 2003 | 1 | 7 | $0 | $0 | - |
| Hale-Barnard Corporation Tax-Deferred Retirement Plan | - | 7 | - | - | - |
| 2002 | 1 | 6 | $0 | $0 | - |
| Hale-Barnard Corporation Tax-Deferred Retirement Plan | - | 6 | - | - | - |
| 2001 | 1 | 7 | $0 | $0 | - |
| Hale-Barnard Corporation Tax-Deferred Retirement Plan | - | 7 | - | - | - |
| 2000 | 1 | 8 | $0 | $0 | - |
| Hale-Barnard Corporation Tax-Deferred Retirement Plan | - | 8 | - | - | - |