William Penn Association
Plan context: William Penn Association Employees Pension Plan
EIN 25-0856580 • Pittsburgh, PA • 44 filings • 4 plans
Current Snapshot
Latest Year
2025
2025 Participants
51
2025 Assets
$10,098,628
2025 Contributions
$205,908
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 0 | $0 | $0 | - |
| William Penn Association Employees Pension Plan | - | 0 | $0 | $0 | - |
| 2024 | 2 | 51 | $10,098,628 | $205,908 | $4,037iApproximate average salary by contribution assumption: employee only about $100,935 at 4% or $67,290 at 6%; with 50% employer match about $67,290 at 4% or $44,860 at 6%; with 100% employer match about $50,468 at 4% or $33,645 at 6%. |
| William Penn Association Employees Pension Plan | - | 51 | $8,235,843 | $0 | - |
| William Penn Association 401(K) Safe Harbor Plan | - | 33 | $1,862,785 | $205,908 | $6,240iApproximate average salary by contribution assumption: employee only about $155,991 at 4% or $103,994 at 6%; with 50% employer match about $103,994 at 4% or $69,329 at 6%; with 100% employer match about $77,995 at 4% or $51,997 at 6%. |
| 2023 | 2 | 54 | $9,878,581 | $279,081 | $5,168iApproximate average salary by contribution assumption: employee only about $129,204 at 4% or $86,136 at 6%; with 50% employer match about $86,136 at 4% or $57,424 at 6%; with 100% employer match about $64,602 at 4% or $43,068 at 6%. |
| William Penn Association Employees Pension Plan | - | 54 | $8,184,288 | $120,000 | $2,222iApproximate average salary by contribution assumption: employee only about $55,556 at 4% or $37,037 at 6%; with 50% employer match about $37,037 at 4% or $24,691 at 6%; with 100% employer match about $27,778 at 4% or $18,519 at 6%. |
| William Penn Association 401(K) Safe Harbor Plan | - | 35 | $1,694,293 | $159,081 | $4,545iApproximate average salary by contribution assumption: employee only about $113,629 at 4% or $75,753 at 6%; with 50% employer match about $75,753 at 4% or $50,502 at 6%; with 100% employer match about $56,815 at 4% or $37,876 at 6%. |
| 2022 | 2 | 54 | $9,618,858 | $280,979 | $5,203iApproximate average salary by contribution assumption: employee only about $130,083 at 4% or $86,722 at 6%; with 50% employer match about $86,722 at 4% or $57,815 at 6%; with 100% employer match about $65,041 at 4% or $43,361 at 6%. |
| William Penn Association Employees Pension Plan | - | 54 | $7,985,479 | $120,000 | $2,222iApproximate average salary by contribution assumption: employee only about $55,556 at 4% or $37,037 at 6%; with 50% employer match about $37,037 at 4% or $24,691 at 6%; with 100% employer match about $27,778 at 4% or $18,519 at 6%. |
| William Penn Association 401(K) Safe Harbor Plan | - | 29 | $1,633,379 | $160,979 | $5,551iApproximate average salary by contribution assumption: employee only about $138,775 at 4% or $92,517 at 6%; with 50% employer match about $92,517 at 4% or $61,678 at 6%; with 100% employer match about $69,388 at 4% or $46,258 at 6%. |
| 2021 | 2 | 56 | $9,768,390 | $265,761 | $4,746iApproximate average salary by contribution assumption: employee only about $118,643 at 4% or $79,096 at 6%; with 50% employer match about $79,096 at 4% or $52,730 at 6%; with 100% employer match about $59,322 at 4% or $39,548 at 6%. |
| William Penn Association Employees Pension Plan | - | 56 | $7,823,845 | $120,000 | $2,143iApproximate average salary by contribution assumption: employee only about $53,571 at 4% or $35,714 at 6%; with 50% employer match about $35,714 at 4% or $23,810 at 6%; with 100% employer match about $26,786 at 4% or $17,857 at 6%. |
| William Penn Association 401(K) Safe Harbor Plan | - | 29 | $1,944,545 | $145,761 | $5,026iApproximate average salary by contribution assumption: employee only about $125,656 at 4% or $83,771 at 6%; with 50% employer match about $83,771 at 4% or $55,847 at 6%; with 100% employer match about $62,828 at 4% or $41,885 at 6%. |
| 2020 | 2 | 59 | $9,356,517 | $257,020 | $4,356iApproximate average salary by contribution assumption: employee only about $108,907 at 4% or $72,605 at 6%; with 50% employer match about $72,605 at 4% or $48,403 at 6%; with 100% employer match about $54,453 at 4% or $36,302 at 6%. |
| William Penn Association Employees Pension Plan | - | 59 | $7,664,813 | $120,000 | $2,034iApproximate average salary by contribution assumption: employee only about $50,847 at 4% or $33,898 at 6%; with 50% employer match about $33,898 at 4% or $22,599 at 6%; with 100% employer match about $25,424 at 4% or $16,949 at 6%. |
| William Penn Association 401(K) Safe Harbor Plan | - | 31 | $1,691,704 | $137,020 | $4,420iApproximate average salary by contribution assumption: employee only about $110,500 at 4% or $73,667 at 6%; with 50% employer match about $73,667 at 4% or $49,111 at 6%; with 100% employer match about $55,250 at 4% or $36,833 at 6%. |
| 2019 | 2 | 61 | $8,758,729 | $266,543 | $4,370iApproximate average salary by contribution assumption: employee only about $109,239 at 4% or $72,826 at 6%; with 50% employer match about $72,826 at 4% or $48,551 at 6%; with 100% employer match about $54,619 at 4% or $36,413 at 6%. |
| William Penn Association Employees Pension Plan | - | 61 | $7,459,423 | $120,000 | $1,967iApproximate average salary by contribution assumption: employee only about $49,180 at 4% or $32,787 at 6%; with 50% employer match about $32,787 at 4% or $21,858 at 6%; with 100% employer match about $24,590 at 4% or $16,393 at 6%. |
| William Penn Association 401(K) Safe Harbor Plan | - | 30 | $1,299,306 | $146,543 | $4,885iApproximate average salary by contribution assumption: employee only about $122,119 at 4% or $81,413 at 6%; with 50% employer match about $81,413 at 4% or $54,275 at 6%; with 100% employer match about $61,060 at 4% or $40,706 at 6%. |
| 2018 | 2 | 64 | $8,263,329 | $256,439 | $4,007iApproximate average salary by contribution assumption: employee only about $100,171 at 4% or $66,781 at 6%; with 50% employer match about $66,781 at 4% or $44,521 at 6%; with 100% employer match about $50,086 at 4% or $33,390 at 6%. |
| William Penn Association Employees Pension Plan | - | 64 | $7,251,505 | $100,000 | $1,563iApproximate average salary by contribution assumption: employee only about $39,063 at 4% or $26,042 at 6%; with 50% employer match about $26,042 at 4% or $17,361 at 6%; with 100% employer match about $19,531 at 4% or $13,021 at 6%. |
| William Penn Association 401(K) Safe Harbor Plan | - | 35 | $1,011,824 | $156,439 | $4,470iApproximate average salary by contribution assumption: employee only about $111,742 at 4% or $74,495 at 6%; with 50% employer match about $74,495 at 4% or $49,663 at 6%; with 100% employer match about $55,871 at 4% or $37,247 at 6%. |
| 2017 | 2 | 68 | $8,231,895 | $242,951 | $3,573iApproximate average salary by contribution assumption: employee only about $89,320 at 4% or $59,547 at 6%; with 50% employer match about $59,547 at 4% or $39,698 at 6%; with 100% employer match about $44,660 at 4% or $29,773 at 6%. |
| William Penn Association Employees Pension Plan | - | 68 | $7,084,293 | $120,000 | $1,765iApproximate average salary by contribution assumption: employee only about $44,118 at 4% or $29,412 at 6%; with 50% employer match about $29,412 at 4% or $19,608 at 6%; with 100% employer match about $22,059 at 4% or $14,706 at 6%. |
| William Penn Association 401(K) Safe Harbor Plan | - | 34 | $1,147,602 | $122,951 | $3,616iApproximate average salary by contribution assumption: employee only about $90,405 at 4% or $60,270 at 6%; with 50% employer match about $60,270 at 4% or $40,180 at 6%; with 100% employer match about $45,203 at 4% or $30,135 at 6%. |
| 2016 | 2 | 70 | $7,908,960 | $233,264 | $3,332iApproximate average salary by contribution assumption: employee only about $83,309 at 4% or $55,539 at 6%; with 50% employer match about $55,539 at 4% or $37,026 at 6%; with 100% employer match about $41,654 at 4% or $27,770 at 6%. |
| William Penn Association Employees Pension Plan | - | 70 | $6,927,082 | $120,000 | $1,714iApproximate average salary by contribution assumption: employee only about $42,857 at 4% or $28,571 at 6%; with 50% employer match about $28,571 at 4% or $19,048 at 6%; with 100% employer match about $21,429 at 4% or $14,286 at 6%. |
| William Penn Association 401(K) Safe Harbor Plan | - | 33 | $981,878 | $113,264 | $3,432iApproximate average salary by contribution assumption: employee only about $85,806 at 4% or $57,204 at 6%; with 50% employer match about $57,204 at 4% or $38,136 at 6%; with 100% employer match about $42,903 at 4% or $28,602 at 6%. |
| 2015 | 2 | 73 | $7,652,690 | $243,170 | $3,331iApproximate average salary by contribution assumption: employee only about $83,277 at 4% or $55,518 at 6%; with 50% employer match about $55,518 at 4% or $37,012 at 6%; with 100% employer match about $41,639 at 4% or $27,759 at 6%. |
| William Penn Association Employees Pension Plan | - | 73 | $6,811,634 | $120,000 | $1,644iApproximate average salary by contribution assumption: employee only about $41,096 at 4% or $27,397 at 6%; with 50% employer match about $27,397 at 4% or $18,265 at 6%; with 100% employer match about $20,548 at 4% or $13,699 at 6%. |
| William Penn Association 401(K) Safe Harbor Plan | - | 33 | $841,056 | $123,170 | $3,732iApproximate average salary by contribution assumption: employee only about $93,311 at 4% or $62,207 at 6%; with 50% employer match about $62,207 at 4% or $41,471 at 6%; with 100% employer match about $46,655 at 4% or $31,104 at 6%. |
| 2014 | 2 | 78 | $7,632,227 | $256,643 | $3,290iApproximate average salary by contribution assumption: employee only about $82,257 at 4% or $54,838 at 6%; with 50% employer match about $54,838 at 4% or $36,559 at 6%; with 100% employer match about $41,129 at 4% or $27,419 at 6%. |
| William Penn Association Employees Pension Plan | - | 78 | $6,727,469 | $120,000 | $1,538iApproximate average salary by contribution assumption: employee only about $38,462 at 4% or $25,641 at 6%; with 50% employer match about $25,641 at 4% or $17,094 at 6%; with 100% employer match about $19,231 at 4% or $12,821 at 6%. |
| William Penn Association 401(K) Safe Harbor Plan | - | 37 | $904,758 | $136,643 | $3,693iApproximate average salary by contribution assumption: employee only about $92,326 at 4% or $61,551 at 6%; with 50% employer match about $61,551 at 4% or $41,034 at 6%; with 100% employer match about $46,163 at 4% or $30,775 at 6%. |
| 2013 | 2 | 80 | $7,420,111 | $247,060 | $3,088iApproximate average salary by contribution assumption: employee only about $77,206 at 4% or $51,471 at 6%; with 50% employer match about $51,471 at 4% or $34,314 at 6%; with 100% employer match about $38,603 at 4% or $25,735 at 6%. |
| William Penn Association Employees Pension Plan | - | 80 | $6,640,511 | $120,000 | $1,500iApproximate average salary by contribution assumption: employee only about $37,500 at 4% or $25,000 at 6%; with 50% employer match about $25,000 at 4% or $16,667 at 6%; with 100% employer match about $18,750 at 4% or $12,500 at 6%. |
| William Penn Association 401(K) Safe Harbor Plan | - | 35 | $779,600 | $127,060 | $3,630iApproximate average salary by contribution assumption: employee only about $90,757 at 4% or $60,505 at 6%; with 50% employer match about $60,505 at 4% or $40,337 at 6%; with 100% employer match about $45,379 at 4% or $30,252 at 6%. |
| 2012 | 2 | 84 | $7,166,807 | $230,407 | $2,743iApproximate average salary by contribution assumption: employee only about $68,574 at 4% or $45,716 at 6%; with 50% employer match about $45,716 at 4% or $30,477 at 6%; with 100% employer match about $34,287 at 4% or $22,858 at 6%. |
| William Penn Association Employees Pension Plan | - | 84 | $6,563,617 | $120,000 | $1,429iApproximate average salary by contribution assumption: employee only about $35,714 at 4% or $23,810 at 6%; with 50% employer match about $23,810 at 4% or $15,873 at 6%; with 100% employer match about $17,857 at 4% or $11,905 at 6%. |
| William Penn Association 401(K) Safe Harbor Plan | - | 34 | $603,190 | $110,407 | $3,247iApproximate average salary by contribution assumption: employee only about $81,182 at 4% or $54,121 at 6%; with 50% employer match about $54,121 at 4% or $36,081 at 6%; with 100% employer match about $40,591 at 4% or $27,061 at 6%. |
| 2011 | 2 | 87 | $6,932,952 | $233,137 | $2,680iApproximate average salary by contribution assumption: employee only about $66,993 at 4% or $44,662 at 6%; with 50% employer match about $44,662 at 4% or $29,775 at 6%; with 100% employer match about $33,497 at 4% or $22,331 at 6%. |
| William Penn Association Employees Pension Plan | - | 87 | $6,485,695 | $120,000 | $1,379iApproximate average salary by contribution assumption: employee only about $34,483 at 4% or $22,989 at 6%; with 50% employer match about $22,989 at 4% or $15,326 at 6%; with 100% employer match about $17,241 at 4% or $11,494 at 6%. |
| William Penn Association 401(K) Safe Harbor Plan | - | 34 | $447,257 | $113,137 | $3,328iApproximate average salary by contribution assumption: employee only about $83,189 at 4% or $55,459 at 6%; with 50% employer match about $55,459 at 4% or $36,973 at 6%; with 100% employer match about $41,594 at 4% or $27,730 at 6%. |
| 2010 | 2 | 87 | $6,794,558 | $207,175 | $2,381iApproximate average salary by contribution assumption: employee only about $59,533 at 4% or $39,689 at 6%; with 50% employer match about $39,689 at 4% or $26,459 at 6%; with 100% employer match about $29,767 at 4% or $19,844 at 6%. |
| William Penn Association Employees Pension Plan | - | 87 | $6,382,090 | $90,000 | $1,034iApproximate average salary by contribution assumption: employee only about $25,862 at 4% or $17,241 at 6%; with 50% employer match about $17,241 at 4% or $11,494 at 6%; with 100% employer match about $12,931 at 4% or $8,621 at 6%. |
| William Penn Association 401(K) Safe Harbor Plan | - | 31 | $412,468 | $117,175 | $3,780iApproximate average salary by contribution assumption: employee only about $94,496 at 4% or $62,997 at 6%; with 50% employer match about $62,997 at 4% or $41,998 at 6%; with 100% employer match about $47,248 at 4% or $31,499 at 6%. |
| 2009 | 2 | 91 | $6,576,443 | $277,654 | $3,051iApproximate average salary by contribution assumption: employee only about $76,279 at 4% or $50,852 at 6%; with 50% employer match about $50,852 at 4% or $33,902 at 6%; with 100% employer match about $38,139 at 4% or $25,426 at 6%. |
| William Penn Association Employees Pension Plan | - | 91 | $6,318,175 | $164,175 | $1,804iApproximate average salary by contribution assumption: employee only about $45,103 at 4% or $30,069 at 6%; with 50% employer match about $30,069 at 4% or $20,046 at 6%; with 100% employer match about $22,552 at 4% or $15,034 at 6%. |
| William Penn Association 401(K) Safe Harbor Plan | - | 31 | $258,268 | $113,479 | $3,661iApproximate average salary by contribution assumption: employee only about $91,515 at 4% or $61,010 at 6%; with 50% employer match about $61,010 at 4% or $40,673 at 6%; with 100% employer match about $45,758 at 4% or $30,505 at 6%. |
| 2008 | 2 | 32 | $6,226,081 | $220,000 | $6,875iApproximate average salary by contribution assumption: employee only about $171,875 at 4% or $114,583 at 6%; with 50% employer match about $114,583 at 4% or $76,389 at 6%; with 100% employer match about $85,938 at 4% or $57,292 at 6%. |
| William Penn Association Employees Pension Plan | - | 30 | $6,226,081 | $220,000 | $7,333iApproximate average salary by contribution assumption: employee only about $183,333 at 4% or $122,222 at 6%; with 50% employer match about $122,222 at 4% or $81,481 at 6%; with 100% employer match about $91,667 at 4% or $61,111 at 6%. |
| William Penn Association 401(K) Safe Harbor Plan | - | 32 | - | - | - |
| 2007 | 1 | 32 | $6,111,575 | $424,999 | $13,281iApproximate average salary by contribution assumption: employee only about $332,030 at 4% or $221,354 at 6%; with 50% employer match about $221,354 at 4% or $147,569 at 6%; with 100% employer match about $166,015 at 4% or $110,677 at 6%. |
| William Penn Association Employees Pension Plan | - | 32 | $6,111,575 | $424,999 | $13,281iApproximate average salary by contribution assumption: employee only about $332,030 at 4% or $221,354 at 6%; with 50% employer match about $221,354 at 4% or $147,569 at 6%; with 100% employer match about $166,015 at 4% or $110,677 at 6%. |
| 2006 | 1 | 29 | $5,989,023 | $439,098 | $15,141iApproximate average salary by contribution assumption: employee only about $378,533 at 4% or $252,355 at 6%; with 50% employer match about $252,355 at 4% or $168,237 at 6%; with 100% employer match about $189,266 at 4% or $126,178 at 6%. |
| William Penn Association Employees Pension Plan | - | 29 | $5,989,023 | $439,098 | $15,141iApproximate average salary by contribution assumption: employee only about $378,533 at 4% or $252,355 at 6%; with 50% employer match about $252,355 at 4% or $168,237 at 6%; with 100% employer match about $189,266 at 4% or $126,178 at 6%. |
| 2005 | 1 | 31 | $5,698,636 | $428,000 | $13,806iApproximate average salary by contribution assumption: employee only about $345,161 at 4% or $230,108 at 6%; with 50% employer match about $230,108 at 4% or $153,405 at 6%; with 100% employer match about $172,581 at 4% or $115,054 at 6%. |
| William Penn Association Employees Pension Plan | - | 31 | $5,698,636 | $428,000 | $13,806iApproximate average salary by contribution assumption: employee only about $345,161 at 4% or $230,108 at 6%; with 50% employer match about $230,108 at 4% or $153,405 at 6%; with 100% employer match about $172,581 at 4% or $115,054 at 6%. |
| 2004 | 1 | 29 | $5,429,419 | $495,489 | $17,086iApproximate average salary by contribution assumption: employee only about $427,146 at 4% or $284,764 at 6%; with 50% employer match about $284,764 at 4% or $189,843 at 6%; with 100% employer match about $213,573 at 4% or $142,382 at 6%. |
| William Penn Association Employees Pension Plan | - | 29 | $5,429,419 | $495,489 | $17,086iApproximate average salary by contribution assumption: employee only about $427,146 at 4% or $284,764 at 6%; with 50% employer match about $284,764 at 4% or $189,843 at 6%; with 100% employer match about $213,573 at 4% or $142,382 at 6%. |
| 2003 | 1 | 30 | $5,138,740 | $322,000 | $10,733iApproximate average salary by contribution assumption: employee only about $268,333 at 4% or $178,889 at 6%; with 50% employer match about $178,889 at 4% or $119,259 at 6%; with 100% employer match about $134,167 at 4% or $89,444 at 6%. |
| William Penn Association Employees Pension Plan | - | 30 | $5,138,740 | $322,000 | $10,733iApproximate average salary by contribution assumption: employee only about $268,333 at 4% or $178,889 at 6%; with 50% employer match about $178,889 at 4% or $119,259 at 6%; with 100% employer match about $134,167 at 4% or $89,444 at 6%. |
| 2002 | 1 | 31 | $4,984,513 | $180,000 | $5,806iApproximate average salary by contribution assumption: employee only about $145,161 at 4% or $96,774 at 6%; with 50% employer match about $96,774 at 4% or $64,516 at 6%; with 100% employer match about $72,581 at 4% or $48,387 at 6%. |
| William Penn Association Employees Pension Plan | - | 31 | $4,984,513 | $180,000 | $5,806iApproximate average salary by contribution assumption: employee only about $145,161 at 4% or $96,774 at 6%; with 50% employer match about $96,774 at 4% or $64,516 at 6%; with 100% employer match about $72,581 at 4% or $48,387 at 6%. |
| 2001 | 1 | 29 | $4,949,707 | $125,750 | $4,336iApproximate average salary by contribution assumption: employee only about $108,405 at 4% or $72,270 at 6%; with 50% employer match about $72,270 at 4% or $48,180 at 6%; with 100% employer match about $54,203 at 4% or $36,135 at 6%. |
| William Penn Association Employees Pension Plan | - | 29 | $4,949,707 | $125,750 | $4,336iApproximate average salary by contribution assumption: employee only about $108,405 at 4% or $72,270 at 6%; with 50% employer match about $72,270 at 4% or $48,180 at 6%; with 100% employer match about $54,203 at 4% or $36,135 at 6%. |
| 2000 | 1 | 29 | $0 | $0 | - |
| William Penn Association Employees Pension Plan | - | 29 | - | - | - |
| 1999 | 1 | 27 | $5,021,103 | $82,077 | $3,040iApproximate average salary by contribution assumption: employee only about $75,997 at 4% or $50,665 at 6%; with 50% employer match about $50,665 at 4% or $33,777 at 6%; with 100% employer match about $37,999 at 4% or $25,332 at 6%. |
| William Penn Association Employees Pension Plan | - | 27 | $5,021,103 | $82,077 | $3,040iApproximate average salary by contribution assumption: employee only about $75,997 at 4% or $50,665 at 6%; with 50% employer match about $50,665 at 4% or $33,777 at 6%; with 100% employer match about $37,999 at 4% or $25,332 at 6%. |