Civic Intelligence

University School

Plan context: University School Retirement Savings Plan

EIN 34-0714720 • 65 filings • 17 plans

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Current Snapshot

Latest Year

2024

2024 Participants

232

2024 Assets

$77,820,571

2024 Contributions

$3,613,074

Historical Graphs

Total Assets Over Time

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

$77,820,571$38,910,286$0200720162024YearValue
$77,820,571Latest year 2024

Participants Over Time

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

3491750199920132024YearValue
232Latest 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
20242232$77,820,571$3,613,074$15,574iApproximate average salary by contribution assumption: employee only about $389,340 at 4% or $259,560 at 6%; with 50% employer match about $259,560 at 4% or $173,040 at 6%; with 100% employer match about $194,670 at 4% or $129,780 at 6%.
University School Retirement Savings Plan-232$77,820,571$3,613,074$15,574iApproximate average salary by contribution assumption: employee only about $389,340 at 4% or $259,560 at 6%; with 50% employer match about $259,560 at 4% or $173,040 at 6%; with 100% employer match about $194,670 at 4% or $129,780 at 6%.
University School Group Welfare Plan-218---
20232230$71,207,776$3,314,022$14,409iApproximate average salary by contribution assumption: employee only about $360,220 at 4% or $240,147 at 6%; with 50% employer match about $240,147 at 4% or $160,098 at 6%; with 100% employer match about $180,110 at 4% or $120,073 at 6%.
University School Retirement Savings Plan-230$71,207,776$3,314,022$14,409iApproximate average salary by contribution assumption: employee only about $360,220 at 4% or $240,147 at 6%; with 50% employer match about $240,147 at 4% or $160,098 at 6%; with 100% employer match about $180,110 at 4% or $120,073 at 6%.
University School Group Welfare Plan-229---
20222244$64,130,924$2,838,362$11,633iApproximate average salary by contribution assumption: employee only about $290,816 at 4% or $193,877 at 6%; with 50% employer match about $193,877 at 4% or $129,251 at 6%; with 100% employer match about $145,408 at 4% or $96,939 at 6%.
University School Retirement Savings Plan-244$64,130,924$2,838,362$11,633iApproximate average salary by contribution assumption: employee only about $290,816 at 4% or $193,877 at 6%; with 50% employer match about $193,877 at 4% or $129,251 at 6%; with 100% employer match about $145,408 at 4% or $96,939 at 6%.
University School Group Welfare Plan-230---
20212229$73,771,905$2,876,002$12,559iApproximate average salary by contribution assumption: employee only about $313,974 at 4% or $209,316 at 6%; with 50% employer match about $209,316 at 4% or $139,544 at 6%; with 100% employer match about $156,987 at 4% or $104,658 at 6%.
University School Retirement Savings Plan-227$73,771,905$2,876,002$12,670iApproximate average salary by contribution assumption: employee only about $316,740 at 4% or $211,160 at 6%; with 50% employer match about $211,160 at 4% or $140,773 at 6%; with 100% employer match about $158,370 at 4% or $105,580 at 6%.
University School Group Welfare Plan-229---
20202233$66,419,027$2,796,733$12,003iApproximate average salary by contribution assumption: employee only about $300,079 at 4% or $200,052 at 6%; with 50% employer match about $200,052 at 4% or $133,368 at 6%; with 100% employer match about $150,039 at 4% or $100,026 at 6%.
University School Retirement Savings Plan-225$66,419,027$2,796,733$12,430iApproximate average salary by contribution assumption: employee only about $310,748 at 4% or $207,165 at 6%; with 50% employer match about $207,165 at 4% or $138,110 at 6%; with 100% employer match about $155,374 at 4% or $103,583 at 6%.
University School Group Welfare Plan-233---
20192232$59,892,488$2,782,439$11,993iApproximate average salary by contribution assumption: employee only about $299,832 at 4% or $199,888 at 6%; with 50% employer match about $199,888 at 4% or $133,259 at 6%; with 100% employer match about $149,916 at 4% or $99,944 at 6%.
University School Retirement Savings Plan-227$59,892,488$2,782,439$12,257iApproximate average salary by contribution assumption: employee only about $306,436 at 4% or $204,291 at 6%; with 50% employer match about $204,291 at 4% or $136,194 at 6%; with 100% employer match about $153,218 at 4% or $102,145 at 6%.
University School Group Welfare Plan-232---
20182225$51,397,893$3,027,554$13,456iApproximate average salary by contribution assumption: employee only about $336,395 at 4% or $224,263 at 6%; with 50% employer match about $224,263 at 4% or $149,509 at 6%; with 100% employer match about $168,197 at 4% or $112,132 at 6%.
University School Retirement Savings Plan-223$51,397,893$3,027,554$13,576iApproximate average salary by contribution assumption: employee only about $339,412 at 4% or $226,275 at 6%; with 50% employer match about $226,275 at 4% or $150,850 at 6%; with 100% employer match about $169,706 at 4% or $113,137 at 6%.
University School Group Welfare Plan-225---
20172223$54,299,056$2,707,400$12,141iApproximate average salary by contribution assumption: employee only about $303,520 at 4% or $202,347 at 6%; with 50% employer match about $202,347 at 4% or $134,898 at 6%; with 100% employer match about $151,760 at 4% or $101,173 at 6%.
University School Retirement Savings Plan-221$54,299,056$2,707,400$12,251iApproximate average salary by contribution assumption: employee only about $306,267 at 4% or $204,178 at 6%; with 50% employer match about $204,178 at 4% or $136,119 at 6%; with 100% employer match about $153,133 at 4% or $102,089 at 6%.
University School Group Welfare Plan-223---
20162224$50,114,028$4,610,561$20,583iApproximate average salary by contribution assumption: employee only about $514,572 at 4% or $343,048 at 6%; with 50% employer match about $343,048 at 4% or $228,698 at 6%; with 100% employer match about $257,286 at 4% or $171,524 at 6%.
University School Retirement Savings Plan-216$50,114,028$4,610,561$21,345iApproximate average salary by contribution assumption: employee only about $533,630 at 4% or $355,753 at 6%; with 50% employer match about $355,753 at 4% or $237,169 at 6%; with 100% employer match about $266,815 at 4% or $177,877 at 6%.
University School Group Welfare Plan-224---
20152222$45,117,888$2,429,609$10,944iApproximate average salary by contribution assumption: employee only about $273,605 at 4% or $182,403 at 6%; with 50% employer match about $182,403 at 4% or $121,602 at 6%; with 100% employer match about $136,802 at 4% or $91,202 at 6%.
University School Retirement Savings Plan-208$45,117,888$2,429,609$11,681iApproximate average salary by contribution assumption: employee only about $292,020 at 4% or $194,680 at 6%; with 50% employer match about $194,680 at 4% or $129,787 at 6%; with 100% employer match about $146,010 at 4% or $97,340 at 6%.
University School Group Welfare Plan-222---
20142224$45,527,122$2,315,491$10,337iApproximate average salary by contribution assumption: employee only about $258,425 at 4% or $172,284 at 6%; with 50% employer match about $172,284 at 4% or $114,856 at 6%; with 100% employer match about $129,213 at 4% or $86,142 at 6%.
University School Retirement Savings Plan-210$45,527,122$2,315,491$11,026iApproximate average salary by contribution assumption: employee only about $275,654 at 4% or $183,769 at 6%; with 50% employer match about $183,769 at 4% or $122,513 at 6%; with 100% employer match about $137,827 at 4% or $91,885 at 6%.
University School Group Welfare Plan-224---
20132217$44,111,829$2,235,634$10,302iApproximate average salary by contribution assumption: employee only about $257,562 at 4% or $171,708 at 6%; with 50% employer match about $171,708 at 4% or $114,472 at 6%; with 100% employer match about $128,781 at 4% or $85,854 at 6%.
University School Retirement Savings Plan-217$44,111,829$2,235,634$10,302iApproximate average salary by contribution assumption: employee only about $257,562 at 4% or $171,708 at 6%; with 50% employer match about $171,708 at 4% or $114,472 at 6%; with 100% employer match about $128,781 at 4% or $85,854 at 6%.
University School Group Welfare Plan-212---
20123218$38,232,507$2,508,146$11,505iApproximate average salary by contribution assumption: employee only about $287,631 at 4% or $191,754 at 6%; with 50% employer match about $191,754 at 4% or $127,836 at 6%; with 100% employer match about $143,816 at 4% or $95,877 at 6%.
University School Retirement Savings Plan-210$38,232,507$2,508,146$11,944iApproximate average salary by contribution assumption: employee only about $298,589 at 4% or $199,059 at 6%; with 50% employer match about $199,059 at 4% or $132,706 at 6%; with 100% employer match about $149,294 at 4% or $99,530 at 6%.
UNIVERSITY SCHOOL PENSION PLAN-0---
University School Group Welfare Plan-218---
20113342$43,317,518$2,657,518$7,771iApproximate average salary by contribution assumption: employee only about $194,263 at 4% or $129,509 at 6%; with 50% employer match about $129,509 at 4% or $86,339 at 6%; with 100% employer match about $97,132 at 4% or $64,754 at 6%.
University School Retirement Savings Plan-342$33,934,370$2,657,518$7,771iApproximate average salary by contribution assumption: employee only about $194,263 at 4% or $129,509 at 6%; with 50% employer match about $129,509 at 4% or $86,339 at 6%; with 100% employer match about $97,132 at 4% or $64,754 at 6%.
UNIVERSITY SCHOOL PENSION PLAN-255$9,383,148--
University School Group Welfare Plan-225---
20103349$44,262,462$1,907,841$5,467iApproximate average salary by contribution assumption: employee only about $136,665 at 4% or $91,110 at 6%; with 50% employer match about $91,110 at 4% or $60,740 at 6%; with 100% employer match about $68,332 at 4% or $45,555 at 6%.
University School Retirement Savings Plan-349$34,433,324$1,827,277$5,236iApproximate average salary by contribution assumption: employee only about $130,894 at 4% or $87,263 at 6%; with 50% employer match about $87,263 at 4% or $58,175 at 6%; with 100% employer match about $65,447 at 4% or $43,631 at 6%.
UNIVERSITY SCHOOL PENSION PLAN-290$9,829,138$80,564$278iApproximate average salary by contribution assumption: employee only about $6,945 at 4% or $4,630 at 6%; with 50% employer match about $4,630 at 4% or $3,087 at 6%; with 100% employer match about $3,473 at 4% or $2,315 at 6%.
University School Group Welfare Plan-218---
20093340$41,126,230$1,682,725$4,949iApproximate average salary by contribution assumption: employee only about $123,730 at 4% or $82,487 at 6%; with 50% employer match about $82,487 at 4% or $54,991 at 6%; with 100% employer match about $61,865 at 4% or $41,243 at 6%.
University School Retirement Savings Plan-340$31,352,149$1,163,300$3,421iApproximate average salary by contribution assumption: employee only about $85,537 at 4% or $57,025 at 6%; with 50% employer match about $57,025 at 4% or $38,016 at 6%; with 100% employer match about $42,768 at 4% or $28,512 at 6%.
UNIVERSITY SCHOOL PENSION PLAN-317$9,774,081$519,425$1,639iApproximate average salary by contribution assumption: employee only about $40,964 at 4% or $27,309 at 6%; with 50% employer match about $27,309 at 4% or $18,206 at 6%; with 100% employer match about $20,482 at 4% or $13,655 at 6%.
University School Group Welfare Plan-----
20083210$1,972,260$515,413$2,454iApproximate average salary by contribution assumption: employee only about $61,359 at 4% or $40,906 at 6%; with 50% employer match about $40,906 at 4% or $27,271 at 6%; with 100% employer match about $30,679 at 4% or $20,453 at 6%.
UNIVERSITY SCHOOL PENSION PLAN-210$1,972,260$515,413$2,454iApproximate average salary by contribution assumption: employee only about $61,359 at 4% or $40,906 at 6%; with 50% employer match about $40,906 at 4% or $27,271 at 6%; with 100% employer match about $30,679 at 4% or $20,453 at 6%.
University School Retirement Savings Plan-0---
UNIVERSITY SCHOOL TAX DEFERRED ANNUITY PLAN-0---
20074216$2,531,545$496,856$2,300iApproximate average salary by contribution assumption: employee only about $57,506 at 4% or $38,338 at 6%; with 50% employer match about $38,338 at 4% or $25,558 at 6%; with 100% employer match about $28,753 at 4% or $19,169 at 6%.
UNIVERSITY SCHOOL PENSION PLAN-210$2,531,545$496,856$2,366iApproximate average salary by contribution assumption: employee only about $59,150 at 4% or $39,433 at 6%; with 50% employer match about $39,433 at 4% or $26,289 at 6%; with 100% employer match about $29,575 at 4% or $19,717 at 6%.
University School Group Welfare Plan-216---
University School Retirement Savings Plan-0---
UNIVERSITY SCHOOL TAX DEFERRED ANNUITY PLAN-0---
20031185$0$0-
University School-185---
20026201$0$0-
University School Group Life Insurance Plan-199---
UNIVERSITY SCHOOL LONG TERM DISABILITY PLAN-196---
UNIVERSITY SCHOOL-201---
UNIVERSITY SCHOOL PENSION PLAN UNIVERSITY SCHOOL-190---
University School Retirement Savings Plan-0---
UNIVERSITY SCHOOL TAX DEFERRED ANNUITY PLAN - UNIVERSITY SCHOOL-0---
20016202$0$0-
University School Retirement Savings Plan-0---
UNIVERSITY SCHOOL TAX DEFERRED ANNUITY PLAN-0---
University School-202---
UNIVERSITY SCHOOL-199---
UNIVERSITY SCHOOL PENSION PLAN-168---
University School-186---
20006198$0$0-
University School Retirement Savings Plan-0---
University School Group Life Insurance Plan-198---
UNIVERSITY SCHOOL-164---
UNIVERSITY SCHOOL TAXED DEFERRED ANNUITY PLAN-0---
University School-196---
University School-179---
19993196$0$0-
University School-176---
University School Group Life Insurance Plan-196---
University School-194---