The Spencer Foundation
Plan context: The Spencer Foundation Retirement Plan
EIN 36-6078558 • Chicago, IL • 37 filings • 6 plans
Current Snapshot
Latest Year
2025
2025 Participants
68
2025 Assets
$14,512,673
2025 Contributions
$837,209
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 | 68 | $14,512,673 | $837,209 | $12,312iApproximate average salary by contribution assumption: employee only about $307,797 at 4% or $205,198 at 6%; with 50% employer match about $205,198 at 4% or $136,799 at 6%; with 100% employer match about $153,899 at 4% or $102,599 at 6%. |
| The Spencer Foundation Retirement Plan | - | 68 | $14,512,673 | $837,209 | $12,312iApproximate average salary by contribution assumption: employee only about $307,797 at 4% or $205,198 at 6%; with 50% employer match about $205,198 at 4% or $136,799 at 6%; with 100% employer match about $153,899 at 4% or $102,599 at 6%. |
| 2024 | 1 | 64 | $12,079,078 | $758,746 | $11,855iApproximate average salary by contribution assumption: employee only about $296,385 at 4% or $197,590 at 6%; with 50% employer match about $197,590 at 4% or $131,727 at 6%; with 100% employer match about $148,193 at 4% or $98,795 at 6%. |
| The Spencer Foundation Retirement Plan | - | 64 | $12,079,078 | $758,746 | $11,855iApproximate average salary by contribution assumption: employee only about $296,385 at 4% or $197,590 at 6%; with 50% employer match about $197,590 at 4% or $131,727 at 6%; with 100% employer match about $148,193 at 4% or $98,795 at 6%. |
| 2023 | 1 | 59 | $11,247,688 | $795,152 | $13,477iApproximate average salary by contribution assumption: employee only about $336,929 at 4% or $224,619 at 6%; with 50% employer match about $224,619 at 4% or $149,746 at 6%; with 100% employer match about $168,464 at 4% or $112,310 at 6%. |
| The Spencer Foundation Retirement Plan | - | 59 | $11,247,688 | $795,152 | $13,477iApproximate average salary by contribution assumption: employee only about $336,929 at 4% or $224,619 at 6%; with 50% employer match about $224,619 at 4% or $149,746 at 6%; with 100% employer match about $168,464 at 4% or $112,310 at 6%. |
| 2022 | 1 | 56 | $9,369,708 | $646,775 | $11,550iApproximate average salary by contribution assumption: employee only about $288,739 at 4% or $192,493 at 6%; with 50% employer match about $192,493 at 4% or $128,328 at 6%; with 100% employer match about $144,369 at 4% or $96,246 at 6%. |
| The Spencer Foundation Retirement Plan | - | 56 | $9,369,708 | $646,775 | $11,550iApproximate average salary by contribution assumption: employee only about $288,739 at 4% or $192,493 at 6%; with 50% employer match about $192,493 at 4% or $128,328 at 6%; with 100% employer match about $144,369 at 4% or $96,246 at 6%. |
| 2021 | 1 | 58 | $10,689,615 | $672,751 | $11,599iApproximate average salary by contribution assumption: employee only about $289,979 at 4% or $193,319 at 6%; with 50% employer match about $193,319 at 4% or $128,880 at 6%; with 100% employer match about $144,989 at 4% or $96,660 at 6%. |
| The Spencer Foundation Retirement Plan | - | 58 | $10,689,615 | $672,751 | $11,599iApproximate average salary by contribution assumption: employee only about $289,979 at 4% or $193,319 at 6%; with 50% employer match about $193,319 at 4% or $128,880 at 6%; with 100% employer match about $144,989 at 4% or $96,660 at 6%. |
| 2020 | 1 | 55 | $9,420,615 | $603,756 | $10,977iApproximate average salary by contribution assumption: employee only about $274,435 at 4% or $182,956 at 6%; with 50% employer match about $182,956 at 4% or $121,971 at 6%; with 100% employer match about $137,217 at 4% or $91,478 at 6%. |
| The Spencer Foundation Retirement Plan | - | 55 | $9,420,615 | $603,756 | $10,977iApproximate average salary by contribution assumption: employee only about $274,435 at 4% or $182,956 at 6%; with 50% employer match about $182,956 at 4% or $121,971 at 6%; with 100% employer match about $137,217 at 4% or $91,478 at 6%. |
| 2019 | 1 | 53 | $8,179,434 | $502,615 | $9,483iApproximate average salary by contribution assumption: employee only about $237,083 at 4% or $158,055 at 6%; with 50% employer match about $158,055 at 4% or $105,370 at 6%; with 100% employer match about $118,541 at 4% or $79,028 at 6%. |
| The Spencer Foundation Retirement Plan | - | 53 | $8,179,434 | $502,615 | $9,483iApproximate average salary by contribution assumption: employee only about $237,083 at 4% or $158,055 at 6%; with 50% employer match about $158,055 at 4% or $105,370 at 6%; with 100% employer match about $118,541 at 4% or $79,028 at 6%. |
| 2018 | 2 | 79 | $7,411,586 | $609,272 | $7,712iApproximate average salary by contribution assumption: employee only about $192,808 at 4% or $128,538 at 6%; with 50% employer match about $128,538 at 4% or $85,692 at 6%; with 100% employer match about $96,404 at 4% or $64,269 at 6%. |
| The Spencer Foundation Retirement Plan | - | 79 | $7,411,586 | $609,272 | $7,712iApproximate average salary by contribution assumption: employee only about $192,808 at 4% or $128,538 at 6%; with 50% employer match about $128,538 at 4% or $85,692 at 6%; with 100% employer match about $96,404 at 4% or $64,269 at 6%. |
| THE SPENCER FOUNDATION TDA PLAN | - | 0 | $0 | - | - |
| 2017 | 2 | 77 | $7,456,190 | $669,931 | $8,700iApproximate average salary by contribution assumption: employee only about $217,510 at 4% or $145,007 at 6%; with 50% employer match about $145,007 at 4% or $96,671 at 6%; with 100% employer match about $108,755 at 4% or $72,503 at 6%. |
| The Spencer Foundation Retirement Plan | - | 77 | $6,348,869 | $547,116 | $7,105iApproximate average salary by contribution assumption: employee only about $177,635 at 4% or $118,423 at 6%; with 50% employer match about $118,423 at 4% or $78,949 at 6%; with 100% employer match about $88,818 at 4% or $59,212 at 6%. |
| THE SPENCER FOUNDATION TDA PLAN | - | 42 | $1,107,321 | $122,815 | $2,924iApproximate average salary by contribution assumption: employee only about $73,104 at 4% or $48,736 at 6%; with 50% employer match about $48,736 at 4% or $32,491 at 6%; with 100% employer match about $36,552 at 4% or $24,368 at 6%. |
| 2016 | 2 | 63 | $6,184,735 | $368,863 | $5,855iApproximate average salary by contribution assumption: employee only about $146,374 at 4% or $97,583 at 6%; with 50% employer match about $97,583 at 4% or $65,055 at 6%; with 100% employer match about $73,187 at 4% or $48,791 at 6%. |
| The Spencer Foundation Retirement Plan | - | 63 | $5,316,549 | $286,138 | $4,542iApproximate average salary by contribution assumption: employee only about $113,547 at 4% or $75,698 at 6%; with 50% employer match about $75,698 at 4% or $50,465 at 6%; with 100% employer match about $56,773 at 4% or $37,849 at 6%. |
| THE SPENCER FOUNDATION TDA PLAN | - | 26 | $868,186 | $82,725 | $3,182iApproximate average salary by contribution assumption: employee only about $79,543 at 4% or $53,029 at 6%; with 50% employer match about $53,029 at 4% or $35,353 at 6%; with 100% employer match about $39,772 at 4% or $26,514 at 6%. |
| 2015 | 2 | 62 | $5,745,042 | $494,546 | $7,977iApproximate average salary by contribution assumption: employee only about $199,414 at 4% or $132,942 at 6%; with 50% employer match about $132,942 at 4% or $88,628 at 6%; with 100% employer match about $99,707 at 4% or $66,471 at 6%. |
| The Spencer Foundation Retirement Plan | - | 62 | $4,931,803 | $341,102 | $5,502iApproximate average salary by contribution assumption: employee only about $137,541 at 4% or $91,694 at 6%; with 50% employer match about $91,694 at 4% or $61,129 at 6%; with 100% employer match about $68,771 at 4% or $45,847 at 6%. |
| THE SPENCER FOUNDATION TDA PLAN | - | 26 | $813,239 | $153,444 | $5,902iApproximate average salary by contribution assumption: employee only about $147,542 at 4% or $98,362 at 6%; with 50% employer match about $98,362 at 4% or $65,574 at 6%; with 100% employer match about $73,771 at 4% or $49,181 at 6%. |
| 2014 | 2 | 31 | $6,352,638 | $450,352 | $14,527iApproximate average salary by contribution assumption: employee only about $363,187 at 4% or $242,125 at 6%; with 50% employer match about $242,125 at 4% or $161,416 at 6%; with 100% employer match about $181,594 at 4% or $121,062 at 6%. |
| The Spencer Foundation Retirement Plan | - | 31 | $5,205,625 | $342,051 | $11,034iApproximate average salary by contribution assumption: employee only about $275,848 at 4% or $183,898 at 6%; with 50% employer match about $183,898 at 4% or $122,599 at 6%; with 100% employer match about $137,924 at 4% or $91,949 at 6%. |
| THE SPENCER FOUNDATION TDA PLAN | - | 19 | $1,147,013 | $108,301 | $5,700iApproximate average salary by contribution assumption: employee only about $142,501 at 4% or $95,001 at 6%; with 50% employer match about $95,001 at 4% or $63,334 at 6%; with 100% employer match about $71,251 at 4% or $47,500 at 6%. |
| 2013 | 2 | 27 | $5,578,742 | $439,987 | $16,296iApproximate average salary by contribution assumption: employee only about $407,395 at 4% or $271,597 at 6%; with 50% employer match about $271,597 at 4% or $181,065 at 6%; with 100% employer match about $203,698 at 4% or $135,798 at 6%. |
| The Spencer Foundation Retirement Plan | - | 27 | $4,593,432 | $335,861 | $12,439iApproximate average salary by contribution assumption: employee only about $310,982 at 4% or $207,322 at 6%; with 50% employer match about $207,322 at 4% or $138,214 at 6%; with 100% employer match about $155,491 at 4% or $103,661 at 6%. |
| THE SPENCER FOUNDATION TDA PLAN | - | 15 | $985,310 | $104,126 | $6,942iApproximate average salary by contribution assumption: employee only about $173,543 at 4% or $115,696 at 6%; with 50% employer match about $115,696 at 4% or $77,130 at 6%; with 100% employer match about $86,772 at 4% or $57,848 at 6%. |
| 2012 | 2 | 24 | $4,587,413 | $439,107 | $18,296iApproximate average salary by contribution assumption: employee only about $457,403 at 4% or $304,935 at 6%; with 50% employer match about $304,935 at 4% or $203,290 at 6%; with 100% employer match about $228,702 at 4% or $152,468 at 6%. |
| The Spencer Foundation Retirement Plan | - | 24 | $3,694,863 | $348,034 | $14,501iApproximate average salary by contribution assumption: employee only about $362,535 at 4% or $241,690 at 6%; with 50% employer match about $241,690 at 4% or $161,127 at 6%; with 100% employer match about $181,268 at 4% or $120,845 at 6%. |
| THE SPENCER FOUNDATION TDA PLAN | - | 14 | $892,550 | $91,073 | $6,505iApproximate average salary by contribution assumption: employee only about $162,630 at 4% or $108,420 at 6%; with 50% employer match about $108,420 at 4% or $72,280 at 6%; with 100% employer match about $81,315 at 4% or $54,210 at 6%. |
| 2011 | 2 | 24 | $3,822,336 | $355,179 | $14,799iApproximate average salary by contribution assumption: employee only about $369,978 at 4% or $246,652 at 6%; with 50% employer match about $246,652 at 4% or $164,435 at 6%; with 100% employer match about $184,989 at 4% or $123,326 at 6%. |
| The Spencer Foundation Retirement Plan | - | 24 | $3,022,494 | $298,044 | $12,419iApproximate average salary by contribution assumption: employee only about $310,463 at 4% or $206,975 at 6%; with 50% employer match about $206,975 at 4% or $137,983 at 6%; with 100% employer match about $155,231 at 4% or $103,488 at 6%. |
| THE SPENCER FOUNDATION TDA PLAN | - | 14 | $799,842 | $57,135 | $4,081iApproximate average salary by contribution assumption: employee only about $102,027 at 4% or $68,018 at 6%; with 50% employer match about $68,018 at 4% or $45,345 at 6%; with 100% employer match about $51,013 at 4% or $34,009 at 6%. |
| 2010 | 2 | 21 | $3,432,659 | $317,764 | $15,132iApproximate average salary by contribution assumption: employee only about $378,290 at 4% or $252,194 at 6%; with 50% employer match about $252,194 at 4% or $168,129 at 6%; with 100% employer match about $189,145 at 4% or $126,097 at 6%. |
| The Spencer Foundation Retirement Plan | - | 21 | $2,705,771 | $258,420 | $12,306iApproximate average salary by contribution assumption: employee only about $307,643 at 4% or $205,095 at 6%; with 50% employer match about $205,095 at 4% or $136,730 at 6%; with 100% employer match about $153,821 at 4% or $102,548 at 6%. |
| THE SPENCER FOUNDATION TDA PLAN | - | 11 | $726,888 | $59,344 | $5,395iApproximate average salary by contribution assumption: employee only about $134,873 at 4% or $89,915 at 6%; with 50% employer match about $89,915 at 4% or $59,943 at 6%; with 100% employer match about $67,436 at 4% or $44,958 at 6%. |
| 2009 | 2 | 19 | $2,798,828 | $350,135 | $18,428iApproximate average salary by contribution assumption: employee only about $460,704 at 4% or $307,136 at 6%; with 50% employer match about $307,136 at 4% or $204,757 at 6%; with 100% employer match about $230,352 at 4% or $153,568 at 6%. |
| The Spencer Foundation Retirement Plan | - | 19 | $2,191,312 | $267,662 | $14,087iApproximate average salary by contribution assumption: employee only about $352,187 at 4% or $234,791 at 6%; with 50% employer match about $234,791 at 4% or $156,527 at 6%; with 100% employer match about $176,093 at 4% or $117,396 at 6%. |
| THE SPENCER FOUNDATION TDA PLAN | - | 11 | $607,516 | $82,473 | $7,498iApproximate average salary by contribution assumption: employee only about $187,439 at 4% or $124,959 at 6%; with 50% employer match about $124,959 at 4% or $83,306 at 6%; with 100% employer match about $93,719 at 4% or $62,480 at 6%. |
| 2008 | 1 | 0 | $0 | $0 | - |
| The Spencer Foundation Retirement Plan | - | 0 | - | - | - |
| 2007 | 1 | 0 | $0 | $0 | - |
| The Spencer Foundation Retirement Plan | - | 0 | - | - | - |
| 2006 | 1 | 0 | $0 | $0 | - |
| The Spencer Foundation Retirement Plan | - | 0 | - | - | - |
| 2005 | 1 | 0 | $0 | $0 | - |
| The Spencer Foundation Retirement Plan | - | 0 | - | - | - |
| 2004 | 1 | 0 | $0 | $0 | - |
| The Spencer Foundation Retirement Plan | - | 0 | - | - | - |
| 2003 | 1 | 0 | $0 | $0 | - |
| The Spencer Foundation Retirement Plan | - | 0 | - | - | - |
| 2002 | 1 | 0 | $0 | $0 | - |
| The Spencer Foundation Retirement Plan | - | 0 | - | - | - |
| 2001 | 1 | 0 | $0 | $0 | - |
| The Spencer Foundation Retirement Plan | - | 0 | - | - | - |
| 2000 | 1 | 0 | $0 | $0 | - |
| The Spencer Foundation Retirement Plan | - | 0 | - | - | - |
| 1999 | 1 | 0 | $0 | $0 | - |
| The Spencer Foundation Retirement Plan | - | 0 | - | - | - |