Waldorf School of Orange County
Plan context: Waldorf School of Orange County 401(K) Plan
EIN 33-0275108 • Costa Mesa, CA • 26 filings • 8 plans
Current Snapshot
Latest Year
2024
2024 Participants
60
2024 Assets
$946,148
2024 Contributions
$126,902
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 | 60 | $946,148 | $126,902 | $2,115iApproximate average salary by contribution assumption: employee only about $52,876 at 4% or $35,251 at 6%; with 50% employer match about $35,251 at 4% or $23,500 at 6%; with 100% employer match about $26,438 at 4% or $17,625 at 6%. |
| Waldorf School of Orange County 401(K) Plan | - | 60 | $946,148 | $126,902 | $2,115iApproximate average salary by contribution assumption: employee only about $52,876 at 4% or $35,251 at 6%; with 50% employer match about $35,251 at 4% or $23,500 at 6%; with 100% employer match about $26,438 at 4% or $17,625 at 6%. |
| 2023 | 1 | 34 | $849,772 | $87,897 | $2,585iApproximate average salary by contribution assumption: employee only about $64,630 at 4% or $43,087 at 6%; with 50% employer match about $43,087 at 4% or $28,725 at 6%; with 100% employer match about $32,315 at 4% or $21,543 at 6%. |
| Waldorf School of Orange County 401(K) Plan | - | 34 | $849,772 | $87,897 | $2,585iApproximate average salary by contribution assumption: employee only about $64,630 at 4% or $43,087 at 6%; with 50% employer match about $43,087 at 4% or $28,725 at 6%; with 100% employer match about $32,315 at 4% or $21,543 at 6%. |
| 2022 | 1 | 54 | $798,878 | $58,195 | $1,078iApproximate average salary by contribution assumption: employee only about $26,942 at 4% or $17,961 at 6%; with 50% employer match about $17,961 at 4% or $11,974 at 6%; with 100% employer match about $13,471 at 4% or $8,981 at 6%. |
| Waldorf School of Orange County 401(K) Plan | - | 54 | $798,878 | $58,195 | $1,078iApproximate average salary by contribution assumption: employee only about $26,942 at 4% or $17,961 at 6%; with 50% employer match about $17,961 at 4% or $11,974 at 6%; with 100% employer match about $13,471 at 4% or $8,981 at 6%. |
| 2021 | 1 | 56 | $928,552 | $65,190 | $1,164iApproximate average salary by contribution assumption: employee only about $29,103 at 4% or $19,402 at 6%; with 50% employer match about $19,402 at 4% or $12,935 at 6%; with 100% employer match about $14,551 at 4% or $9,701 at 6%. |
| Waldorf School of Orange County 401(K) Plan | - | 56 | $928,552 | $65,190 | $1,164iApproximate average salary by contribution assumption: employee only about $29,103 at 4% or $19,402 at 6%; with 50% employer match about $19,402 at 4% or $12,935 at 6%; with 100% employer match about $14,551 at 4% or $9,701 at 6%. |
| 2020 | 1 | 55 | $768,479 | $53,757 | $977iApproximate average salary by contribution assumption: employee only about $24,435 at 4% or $16,290 at 6%; with 50% employer match about $16,290 at 4% or $10,860 at 6%; with 100% employer match about $12,218 at 4% or $8,145 at 6%. |
| Waldorf School of Orange County 401(K) Plan | - | 55 | $768,479 | $53,757 | $977iApproximate average salary by contribution assumption: employee only about $24,435 at 4% or $16,290 at 6%; with 50% employer match about $16,290 at 4% or $10,860 at 6%; with 100% employer match about $12,218 at 4% or $8,145 at 6%. |
| 2019 | 1 | 54 | $665,763 | $54,535 | $1,010iApproximate average salary by contribution assumption: employee only about $25,248 at 4% or $16,832 at 6%; with 50% employer match about $16,832 at 4% or $11,221 at 6%; with 100% employer match about $12,624 at 4% or $8,416 at 6%. |
| Waldorf School of Orange County 401(K) Plan | - | 54 | $665,763 | $54,535 | $1,010iApproximate average salary by contribution assumption: employee only about $25,248 at 4% or $16,832 at 6%; with 50% employer match about $16,832 at 4% or $11,221 at 6%; with 100% employer match about $12,624 at 4% or $8,416 at 6%. |
| 2018 | 1 | 50 | $504,681 | $43,209 | $864iApproximate average salary by contribution assumption: employee only about $21,605 at 4% or $14,403 at 6%; with 50% employer match about $14,403 at 4% or $9,602 at 6%; with 100% employer match about $10,802 at 4% or $7,202 at 6%. |
| Waldorf School of Orange County 401(K) Plan | - | 50 | $504,681 | $43,209 | $864iApproximate average salary by contribution assumption: employee only about $21,605 at 4% or $14,403 at 6%; with 50% employer match about $14,403 at 4% or $9,602 at 6%; with 100% employer match about $10,802 at 4% or $7,202 at 6%. |
| 2017 | 1 | 60 | $616,042 | $68,368 | $1,139iApproximate average salary by contribution assumption: employee only about $28,487 at 4% or $18,991 at 6%; with 50% employer match about $18,991 at 4% or $12,661 at 6%; with 100% employer match about $14,243 at 4% or $9,496 at 6%. |
| Waldorf School of Orange County 401(K) Plan | - | 60 | $616,042 | $68,368 | $1,139iApproximate average salary by contribution assumption: employee only about $28,487 at 4% or $18,991 at 6%; with 50% employer match about $18,991 at 4% or $12,661 at 6%; with 100% employer match about $14,243 at 4% or $9,496 at 6%. |
| 2016 | 1 | 63 | $497,631 | $95,791 | $1,520iApproximate average salary by contribution assumption: employee only about $38,012 at 4% or $25,342 at 6%; with 50% employer match about $25,342 at 4% or $16,894 at 6%; with 100% employer match about $19,006 at 4% or $12,671 at 6%. |
| Waldorf School of Orange County 401(K) Plan | - | 63 | $497,631 | $95,791 | $1,520iApproximate average salary by contribution assumption: employee only about $38,012 at 4% or $25,342 at 6%; with 50% employer match about $25,342 at 4% or $16,894 at 6%; with 100% employer match about $19,006 at 4% or $12,671 at 6%. |
| 2015 | 1 | 60 | $372,198 | $53,247 | $887iApproximate average salary by contribution assumption: employee only about $22,186 at 4% or $14,791 at 6%; with 50% employer match about $14,791 at 4% or $9,861 at 6%; with 100% employer match about $11,093 at 4% or $7,395 at 6%. |
| Waldorf School of Orange County 401(K) Plan | - | 60 | $372,198 | $53,247 | $887iApproximate average salary by contribution assumption: employee only about $22,186 at 4% or $14,791 at 6%; with 50% employer match about $14,791 at 4% or $9,861 at 6%; with 100% employer match about $11,093 at 4% or $7,395 at 6%. |
| 2014 | 1 | 61 | $328,949 | $63,433 | $1,040iApproximate average salary by contribution assumption: employee only about $25,997 at 4% or $17,331 at 6%; with 50% employer match about $17,331 at 4% or $11,554 at 6%; with 100% employer match about $12,999 at 4% or $8,666 at 6%. |
| Waldorf School of Orange County 401(K) Plan | - | 61 | $328,949 | $63,433 | $1,040iApproximate average salary by contribution assumption: employee only about $25,997 at 4% or $17,331 at 6%; with 50% employer match about $17,331 at 4% or $11,554 at 6%; with 100% employer match about $12,999 at 4% or $8,666 at 6%. |
| 2013 | 1 | 61 | $252,003 | $86,177 | $1,413iApproximate average salary by contribution assumption: employee only about $35,318 at 4% or $23,546 at 6%; with 50% employer match about $23,546 at 4% or $15,697 at 6%; with 100% employer match about $17,659 at 4% or $11,773 at 6%. |
| Waldorf School of Orange County 401(K) Plan | - | 61 | $252,003 | $86,177 | $1,413iApproximate average salary by contribution assumption: employee only about $35,318 at 4% or $23,546 at 6%; with 50% employer match about $23,546 at 4% or $15,697 at 6%; with 100% employer match about $17,659 at 4% or $11,773 at 6%. |
| 2012 | 1 | 22 | $135,234 | $128,328 | $5,833iApproximate average salary by contribution assumption: employee only about $145,827 at 4% or $97,218 at 6%; with 50% employer match about $97,218 at 4% or $64,812 at 6%; with 100% employer match about $72,914 at 4% or $48,609 at 6%. |
| Waldorf School of Orange County 401(K) Plan | - | 22 | $135,234 | $128,328 | $5,833iApproximate average salary by contribution assumption: employee only about $145,827 at 4% or $97,218 at 6%; with 50% employer match about $97,218 at 4% or $64,812 at 6%; with 100% employer match about $72,914 at 4% or $48,609 at 6%. |
| 2011 | 1 | 36 | $0 | $0 | - |
| Waldorf School of Orange County 401(K) Plan | - | 36 | - | - | - |
| 2010 | 1 | 13 | $0 | $0 | - |
| Waldorf School of Orange County 401(K) Plan | - | 13 | - | - | - |
| 2009 | 1 | 48 | $0 | $0 | - |
| Waldorf School of Orange County 401(K) Plan | - | 48 | - | - | - |
| 2008 | 1 | 0 | $0 | $0 | - |
| Waldorf School of Orange County 401(K) Plan | - | 0 | - | - | - |
| 2007 | 1 | 0 | $0 | $0 | - |
| Waldorf School of Orange County 401(K) Plan | - | 0 | - | - | - |
| 2006 | 1 | 0 | $0 | $0 | - |
| Waldorf School of Orange County 401(K) Plan | - | 0 | - | - | - |
| 2005 | 1 | 0 | $0 | $0 | - |
| Waldorf School of Orange County 401(K) Plan | - | 0 | - | - | - |
| 2004 | 1 | 0 | $0 | $0 | - |
| Waldorf School of Orange County 401(K) Plan | - | 0 | - | - | - |
| 2003 | 1 | 0 | $0 | $0 | - |
| Waldorf School of Orange County 401(K) Plan | - | 0 | - | - | - |
| 2002 | 1 | 39 | $0 | $0 | - |
| Waldorf School of Orange County 401(K) Plan | - | 39 | - | - | - |
| 2001 | 1 | 32 | $0 | $0 | - |
| Waldorf School of Orange County 401(K) Plan | - | 32 | - | - | - |
| 2000 | 1 | 0 | $0 | $0 | - |
| Waldorf School of Orange County 401(K) Plan | - | 0 | - | - | - |
| 1999 | 1 | 0 | $0 | $0 | - |
| Waldorf School of Orange County 401(K) Plan | - | 0 | - | - | - |