Beloit College Board of Trustees
Plan context: Faculty and Administrative Retirement Plan
EIN 39-0808497 • 215 filings • 23 plans
Current Snapshot
Latest Year
2024
2024 Participants
263
2024 Assets
$66,119,883
2024 Contributions
$2,323,426
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 | 7 | 263 | $66,119,883 | $2,323,426 | $8,834iApproximate average salary by contribution assumption: employee only about $220,858 at 4% or $147,239 at 6%; with 50% employer match about $147,239 at 4% or $98,159 at 6%; with 100% employer match about $110,429 at 4% or $73,619 at 6%. |
| Faculty and Administrative Retirement Plan | - | 230 | $60,548,744 | $2,323,426 | $10,102iApproximate average salary by contribution assumption: employee only about $252,546 at 4% or $168,364 at 6%; with 50% employer match about $168,364 at 4% or $112,243 at 6%; with 100% employer match about $126,273 at 4% or $84,182 at 6%. |
| Retirement Plan for Classified Employees - Board of Tr of Beloit College | - | 35 | $5,571,139 | - | - |
| Beloit College Vision Insurance Plan | - | 129 | - | - | - |
| Beloit College Group Long Term Disability Plan | - | 219 | - | - | - |
| Beloit College Group Life Insurance W/Ad&D Benefit | - | 263 | - | - | - |
| Beloit College Voluntary Life Insurance | - | 108 | - | - | - |
| Beloit College Health Ins. | - | 199 | - | - | - |
| 2023 | 7 | 269 | $64,691,971 | $1,962,845 | $7,297iApproximate average salary by contribution assumption: employee only about $182,421 at 4% or $121,614 at 6%; with 50% employer match about $121,614 at 4% or $81,076 at 6%; with 100% employer match about $91,210 at 4% or $60,807 at 6%. |
| Faculty and Administrative Retirement Plan | - | 245 | $59,130,082 | $1,962,845 | $8,012iApproximate average salary by contribution assumption: employee only about $200,290 at 4% or $133,527 at 6%; with 50% employer match about $133,527 at 4% or $89,018 at 6%; with 100% employer match about $100,145 at 4% or $66,763 at 6%. |
| Retirement Plan for Classified Employees - Board of Tr of Beloit College | - | 42 | $5,561,889 | - | - |
| Beloit College Vision Insurance Plan | - | 143 | - | - | - |
| Beloit College Voluntary Life Insurance | - | 115 | - | - | - |
| Beloit College Health Ins. | - | 199 | - | - | - |
| Beloit College Group Long Term Disability Plan | - | 231 | - | - | - |
| Beloit College Group Life Insurance W/Ad&D Benefit | - | 269 | - | - | - |
| 2022 | 7 | 255 | $58,907,902 | $1,138,716 | $4,466iApproximate average salary by contribution assumption: employee only about $111,639 at 4% or $74,426 at 6%; with 50% employer match about $74,426 at 4% or $49,617 at 6%; with 100% employer match about $55,819 at 4% or $37,213 at 6%. |
| Faculty and Administrative Retirement Plan | - | 255 | $53,369,808 | $1,138,716 | $4,466iApproximate average salary by contribution assumption: employee only about $111,639 at 4% or $74,426 at 6%; with 50% employer match about $74,426 at 4% or $49,617 at 6%; with 100% employer match about $55,819 at 4% or $37,213 at 6%. |
| Retirement Plan for Classified Employees - Board of Tr of Beloit College | - | 45 | $5,538,094 | - | - |
| Beloit College Vision Insurance Plan | - | 148 | - | - | - |
| Beloit College Group Life Insurance W/Ad&D Benefit | - | 230 | - | - | - |
| Beloit College Group Long Term Disability Plan | - | 230 | - | - | - |
| Beloit College Voluntary Life Insurance | - | 120 | - | - | - |
| Beloit College Health Ins. | - | 220 | - | - | - |
| 2021 | 7 | 280 | $72,494,976 | $1,172,413 | $4,187iApproximate average salary by contribution assumption: employee only about $104,680 at 4% or $69,786 at 6%; with 50% employer match about $69,786 at 4% or $46,524 at 6%; with 100% employer match about $52,340 at 4% or $34,893 at 6%. |
| Faculty and Administrative Retirement Plan | - | 272 | $65,489,110 | $1,172,413 | $4,310iApproximate average salary by contribution assumption: employee only about $107,759 at 4% or $71,839 at 6%; with 50% employer match about $71,839 at 4% or $47,893 at 6%; with 100% employer match about $53,879 at 4% or $35,920 at 6%. |
| Retirement Plan for Classified Employees - Board of Tr of Beloit College | - | 54 | $7,005,866 | - | - |
| Beloit College Vision Insurance Plan | - | 154 | - | - | - |
| Beloit College Group Life Insurance W/Ad&D Benefit | - | 280 | - | - | - |
| Beloit College Group Long Term Disability Plan | - | 238 | - | - | - |
| Beloit College Health Ins. | - | 231 | - | - | - |
| Beloit College Voluntary Life Insurance | - | 127 | - | - | - |
| 2020 | 7 | 302 | $68,409,794 | $1,674,789 | $5,546iApproximate average salary by contribution assumption: employee only about $138,641 at 4% or $92,428 at 6%; with 50% employer match about $92,428 at 4% or $61,618 at 6%; with 100% employer match about $69,321 at 4% or $46,214 at 6%. |
| Faculty and Administrative Retirement Plan | - | 294 | $61,791,891 | $1,674,789 | $5,697iApproximate average salary by contribution assumption: employee only about $142,414 at 4% or $94,943 at 6%; with 50% employer match about $94,943 at 4% or $63,295 at 6%; with 100% employer match about $71,207 at 4% or $47,471 at 6%. |
| Retirement Plan for Classified Employees - Board of Tr of Beloit College | - | 59 | $6,617,903 | - | - |
| Beloit College Vision Insurance Plan | - | 154 | - | - | - |
| Beloit College Group Life Insurance W/Ad&D Benefit | - | 302 | - | - | - |
| Beloit College Group Long Term Disability Plan | - | 263 | - | - | - |
| Beloit College Voluntary Life Insurance | - | 145 | - | - | - |
| Beloit College Health Ins. | - | 215 | - | - | - |
| 2019 | 7 | 303 | $62,990,480 | $1,631,979 | $5,386iApproximate average salary by contribution assumption: employee only about $134,652 at 4% or $89,768 at 6%; with 50% employer match about $89,768 at 4% or $59,845 at 6%; with 100% employer match about $67,326 at 4% or $44,884 at 6%. |
| Faculty and Administrative Retirement Plan | - | 282 | $56,856,779 | $1,631,979 | $5,787iApproximate average salary by contribution assumption: employee only about $144,679 at 4% or $96,453 at 6%; with 50% employer match about $96,453 at 4% or $64,302 at 6%; with 100% employer match about $72,339 at 4% or $48,226 at 6%. |
| Retirement Plan for Classified Employees - Board of Tr of Beloit College | - | 65 | $6,133,701 | - | - |
| Beloit College Vision Insurance Plan | - | 145 | - | - | - |
| Beloit College Group Life Insurance W/Ad&D Benefit | - | 303 | - | - | - |
| Beloit College Group Long Term Disability Plan | - | 251 | - | - | - |
| Beloit College Voluntary Life Insurance | - | 140 | - | - | - |
| Beloit College Health Ins. | - | 217 | - | - | - |
| 2018 | 8 | 332 | $56,745,005 | $1,706,854 | $5,141iApproximate average salary by contribution assumption: employee only about $128,528 at 4% or $85,685 at 6%; with 50% employer match about $85,685 at 4% or $57,124 at 6%; with 100% employer match about $64,264 at 4% or $42,843 at 6%. |
| Faculty and Administrative Retirement Plan | - | 326 | $50,926,474 | $1,706,854 | $5,236iApproximate average salary by contribution assumption: employee only about $130,894 at 4% or $87,262 at 6%; with 50% employer match about $87,262 at 4% or $58,175 at 6%; with 100% employer match about $65,447 at 4% or $43,631 at 6%. |
| Retirement Plan for Classified Employees - Board of Tr of Beloit College | - | 79 | $5,818,531 | - | - |
| Beloit College Vision Insurance Plan | - | 170 | - | - | - |
| Beloit College Flexible Compensation Plan | - | 101 | - | - | - |
| Beloit College Group Life Insurance W/Ad&D Benefit | - | 332 | - | - | - |
| Beloit College Health Ins. | - | 241 | - | - | - |
| Beloit College Group Long Term Disability Plan | - | 279 | - | - | - |
| Beloit College Voluntary Life Insurance | - | 146 | - | - | - |
| 2017 | 9 | 376 | $61,875,475 | $1,860,212 | $4,947iApproximate average salary by contribution assumption: employee only about $123,684 at 4% or $82,456 at 6%; with 50% employer match about $82,456 at 4% or $54,971 at 6%; with 100% employer match about $61,842 at 4% or $41,228 at 6%. |
| Faculty and Administrative Retirement Plan | - | 350 | $55,086,776 | $1,860,212 | $5,315iApproximate average salary by contribution assumption: employee only about $132,872 at 4% or $88,582 at 6%; with 50% employer match about $88,582 at 4% or $59,054 at 6%; with 100% employer match about $66,436 at 4% or $44,291 at 6%. |
| Retirement Plan for Classified Employees - Board of Tr of Beloit College | - | 92 | $6,788,699 | - | - |
| Beloit College Flexible Compensation Plan | - | 116 | - | - | - |
| Beloit College Vision Insurance Plan | - | 189 | - | - | - |
| Beloit College Group Life Insurance W/Ad&D Benefit | - | 376 | - | - | - |
| Beloit College Health Ins. | - | 271 | - | - | - |
| Beloit College Voluntary Life Insurance | - | 179 | - | - | - |
| Beloit College Group Long Term Disability Plan | - | 337 | - | - | - |
| Beloit College Group Dental Plan | - | 0 | - | - | - |
| 2016 | 9 | 381 | $57,817,973 | $1,882,328 | $4,940iApproximate average salary by contribution assumption: employee only about $123,512 at 4% or $82,342 at 6%; with 50% employer match about $82,342 at 4% or $54,894 at 6%; with 100% employer match about $61,756 at 4% or $41,171 at 6%. |
| Faculty and Administrative Retirement Plan | - | 344 | $51,802,143 | $1,882,328 | $5,472iApproximate average salary by contribution assumption: employee only about $136,797 at 4% or $91,198 at 6%; with 50% employer match about $91,198 at 4% or $60,799 at 6%; with 100% employer match about $68,399 at 4% or $45,599 at 6%. |
| Retirement Plan for Classified Employees - Board of Tr of Beloit College | - | 101 | $6,015,830 | - | - |
| Beloit College Flexible Compensation Plan | - | 119 | - | - | - |
| Beloit College Vision Insurance Plan | - | 180 | - | - | - |
| Beloit College Health Ins. | - | 274 | - | - | - |
| Beloit College Group Dental Plan | - | 288 | - | - | - |
| Beloit College Group Long Term Disability Plan | - | 317 | - | - | - |
| Beloit College Group Life Insurance W/Ad&D Benefit | - | 381 | - | - | - |
| Beloit College Voluntary Life Insurance | - | 181 | - | - | - |
| 2015 | 9 | 368 | $55,600,025 | $1,657,983 | $4,505iApproximate average salary by contribution assumption: employee only about $112,635 at 4% or $75,090 at 6%; with 50% employer match about $75,090 at 4% or $50,060 at 6%; with 100% employer match about $56,317 at 4% or $37,545 at 6%. |
| Faculty and Administrative Retirement Plan | - | 343 | $49,599,198 | $1,392,515 | $4,060iApproximate average salary by contribution assumption: employee only about $101,495 at 4% or $67,664 at 6%; with 50% employer match about $67,664 at 4% or $45,109 at 6%; with 100% employer match about $50,748 at 4% or $33,832 at 6%. |
| Retirement Plan for Classified Employees - Board of Tr of Beloit College | - | 115 | $6,000,827 | $265,468 | $2,308iApproximate average salary by contribution assumption: employee only about $57,710 at 4% or $38,474 at 6%; with 50% employer match about $38,474 at 4% or $25,649 at 6%; with 100% employer match about $28,855 at 4% or $19,237 at 6%. |
| Beloit College Flexible Compensation Plan | - | 115 | - | - | - |
| Beloit College Vision Insurance Plan | - | 171 | - | - | - |
| Beloit College Group Long Term Disability Plan | - | 327 | - | - | - |
| Beloit College Group Life Insurance W/Ad&D Benefit | - | 368 | - | - | - |
| Beloit College Voluntary Life Insurance | - | 181 | - | - | - |
| Beloit College Health Ins. | - | 261 | - | - | - |
| Beloit College Group Dental Plan | - | 277 | - | - | - |
| 2014 | 10 | 373 | $56,450,348 | $1,680,683 | $4,506iApproximate average salary by contribution assumption: employee only about $112,646 at 4% or $75,098 at 6%; with 50% employer match about $75,098 at 4% or $50,065 at 6%; with 100% employer match about $56,323 at 4% or $37,549 at 6%. |
| Faculty and Administrative Retirement Plan | - | 246 | $50,438,261 | $1,419,509 | $5,770iApproximate average salary by contribution assumption: employee only about $144,259 at 4% or $96,173 at 6%; with 50% employer match about $96,173 at 4% or $64,115 at 6%; with 100% employer match about $72,130 at 4% or $48,086 at 6%. |
| Retirement Plan for Classified Employees - Board of Tr of Beloit College | - | 115 | $6,012,087 | $261,174 | $2,271iApproximate average salary by contribution assumption: employee only about $56,777 at 4% or $37,851 at 6%; with 50% employer match about $37,851 at 4% or $25,234 at 6%; with 100% employer match about $28,388 at 4% or $18,926 at 6%. |
| Beloit College Vision Insurance Plan | - | 166 | - | - | - |
| Beloit College Flexible Compensation Plan | - | 109 | - | - | - |
| Beloit College Group Long Term Disability Plan | - | 323 | - | - | - |
| Beloit College Group Life Insurance W/Ad&D Benefit | - | 373 | - | - | - |
| Beloit College Voluntary Life Insurance | - | 183 | - | - | - |
| Beloit College Health Ins. | - | 261 | - | - | - |
| Beloit College Health Ins. | - | 259 | - | - | - |
| Beloit College Group Dental Plan | - | 274 | - | - | - |
| 2013 | 9 | 373 | $53,911,760 | $1,551,088 | $4,158iApproximate average salary by contribution assumption: employee only about $103,960 at 4% or $69,307 at 6%; with 50% employer match about $69,307 at 4% or $46,205 at 6%; with 100% employer match about $51,980 at 4% or $34,653 at 6%. |
| Faculty and Administrative Retirement Plan | - | 277 | $48,278,429 | $1,287,506 | $4,648iApproximate average salary by contribution assumption: employee only about $116,201 at 4% or $77,467 at 6%; with 50% employer match about $77,467 at 4% or $51,645 at 6%; with 100% employer match about $58,100 at 4% or $38,734 at 6%. |
| Retirement Plan for Classified Employees - Board of Tr of Beloit College | - | 114 | $5,633,331 | $263,582 | $2,312iApproximate average salary by contribution assumption: employee only about $57,803 at 4% or $38,535 at 6%; with 50% employer match about $38,535 at 4% or $25,690 at 6%; with 100% employer match about $28,902 at 4% or $19,268 at 6%. |
| Beloit College Vision Insurance Plan | - | 149 | - | - | - |
| Beloit College Flexible Compensation Plan | - | 116 | - | - | - |
| Beloit College Health Ins. | - | 270 | - | - | - |
| Beloit College Group Dental Plan | - | 288 | - | - | - |
| Beloit College Group Long Term Disability Plan | - | 323 | - | - | - |
| Beloit College Group Life Insurance W/Ad&D Benefit | - | 373 | - | - | - |
| Beloit College Voluntary Life Insurance | - | 181 | - | - | - |
| 2012 | 9 | 380 | $47,881,203 | $1,551,864 | $4,084iApproximate average salary by contribution assumption: employee only about $102,096 at 4% or $68,064 at 6%; with 50% employer match about $68,064 at 4% or $45,376 at 6%; with 100% employer match about $51,048 at 4% or $34,032 at 6%. |
| Faculty and Administrative Retirement Plan | - | 288 | $42,825,882 | $1,263,897 | $4,389iApproximate average salary by contribution assumption: employee only about $109,713 at 4% or $73,142 at 6%; with 50% employer match about $73,142 at 4% or $48,761 at 6%; with 100% employer match about $54,857 at 4% or $36,571 at 6%. |
| Retirement Plan for Classified Employees - Board of Tr of Beloit College | - | 125 | $5,055,321 | $287,967 | $2,304iApproximate average salary by contribution assumption: employee only about $57,593 at 4% or $38,396 at 6%; with 50% employer match about $38,396 at 4% or $25,597 at 6%; with 100% employer match about $28,797 at 4% or $19,198 at 6%. |
| Beloit College Vision Insurance Plan | - | 144 | - | - | - |
| Beloit College Flexible Compensation Plan | - | 118 | - | - | - |
| Beloit College Voluntary Life Insurance | - | 175 | - | - | - |
| Beloit College Group Life Insurance W/Ad&D Benefit | - | 380 | - | - | - |
| Beloit College Group Long Term Disability Plan | - | 331 | - | - | - |
| Beloit College Health Ins. | - | 262 | - | - | - |
| Beloit College Group Dental Plan | - | 283 | - | - | - |
| 2011 | 9 | 410 | $44,383,043 | $1,502,380 | $3,664iApproximate average salary by contribution assumption: employee only about $91,609 at 4% or $61,072 at 6%; with 50% employer match about $61,072 at 4% or $40,715 at 6%; with 100% employer match about $45,804 at 4% or $30,536 at 6%. |
| Faculty and Administrative Retirement Plan | - | 294 | $39,334,133 | $1,184,056 | $4,027iApproximate average salary by contribution assumption: employee only about $100,685 at 4% or $67,123 at 6%; with 50% employer match about $67,123 at 4% or $44,749 at 6%; with 100% employer match about $50,343 at 4% or $33,562 at 6%. |
| Retirement Plan for Classified Employees - Board of Tr of Beloit College | - | 149 | $5,048,910 | $318,324 | $2,136iApproximate average salary by contribution assumption: employee only about $53,410 at 4% or $35,607 at 6%; with 50% employer match about $35,607 at 4% or $23,738 at 6%; with 100% employer match about $26,705 at 4% or $17,803 at 6%. |
| Beloit College Vision Insurance Plan | - | 151 | - | - | - |
| Beloit College Flexible Compensation Plan | - | 128 | - | - | - |
| Beloit College Health Ins. | - | 257 | - | - | - |
| Beloit College Group Dental Plan | - | 298 | - | - | - |
| Beloit College Group Life Insurance W/Ad&D Benefit | - | 410 | - | - | - |
| Beloit College Group Long Term Disability Plan | - | 361 | - | - | - |
| Beloit College Voluntary Life Insurance | - | 192 | - | - | - |
| 2010 | 9 | 405 | $44,325,493 | $1,448,600 | $3,577iApproximate average salary by contribution assumption: employee only about $89,420 at 4% or $59,613 at 6%; with 50% employer match about $59,613 at 4% or $39,742 at 6%; with 100% employer match about $44,710 at 4% or $29,807 at 6%. |
| Beloit College Vision Insurance Plan | - | 150 | - | - | - |
| Beloit College Flexible Compensation Plan | - | 140 | - | - | - |
| Beloit College Group Dental Plan | - | 306 | - | - | - |
| Beloit College Health Ins. | - | 259 | - | - | - |
| Beloit College Group Long Term Disability Plan | - | 360 | - | - | - |
| Beloit College Voluntary Life Insurance | - | 178 | - | - | - |
| 2009 | 9 | 393 | $40,706,748 | $1,412,030 | $3,593iApproximate average salary by contribution assumption: employee only about $89,824 at 4% or $59,883 at 6%; with 50% employer match about $59,883 at 4% or $39,922 at 6%; with 100% employer match about $44,912 at 4% or $29,941 at 6%. |
| 2008 | 9 | 399 | $4,505,542 | $2,899,682 | $7,267iApproximate average salary by contribution assumption: employee only about $181,684 at 4% or $121,123 at 6%; with 50% employer match about $121,123 at 4% or $80,749 at 6%; with 100% employer match about $90,842 at 4% or $60,561 at 6%. |
| 2007 | 9 | 426 | $5,287,250 | $2,890,453 | $6,785iApproximate average salary by contribution assumption: employee only about $169,628 at 4% or $113,085 at 6%; with 50% employer match about $113,085 at 4% or $75,390 at 6%; with 100% employer match about $84,814 at 4% or $56,543 at 6%. |
| 2006 | 9 | 416 | $4,474,008 | $2,821,379 | $6,782iApproximate average salary by contribution assumption: employee only about $169,554 at 4% or $113,036 at 6%; with 50% employer match about $113,036 at 4% or $75,357 at 6%; with 100% employer match about $84,777 at 4% or $56,518 at 6%. |
| 2005 | 9 | 417 | $3,483,190 | $2,998,293 | $7,190iApproximate average salary by contribution assumption: employee only about $179,754 at 4% or $119,836 at 6%; with 50% employer match about $119,836 at 4% or $79,891 at 6%; with 100% employer match about $89,877 at 4% or $59,918 at 6%. |
| 2004 | 8 | 407 | $2,682,957 | $2,364,912 | $5,811iApproximate average salary by contribution assumption: employee only about $145,265 at 4% or $96,843 at 6%; with 50% employer match about $96,843 at 4% or $64,562 at 6%; with 100% employer match about $72,632 at 4% or $48,422 at 6%. |
| 2003 | 8 | 403 | $2,296,277 | $476,266 | $1,182iApproximate average salary by contribution assumption: employee only about $29,545 at 4% or $19,697 at 6%; with 50% employer match about $19,697 at 4% or $13,131 at 6%; with 100% employer match about $14,773 at 4% or $9,848 at 6%. |
| 2002 | 8 | 402 | $1,799,407 | $1,578,041 | $3,925iApproximate average salary by contribution assumption: employee only about $98,137 at 4% or $65,425 at 6%; with 50% employer match about $65,425 at 4% or $43,616 at 6%; with 100% employer match about $49,068 at 4% or $32,712 at 6%. |
| 2001 | 8 | 390 | $1,996,022 | $1,729,370 | $4,434iApproximate average salary by contribution assumption: employee only about $110,857 at 4% or $73,905 at 6%; with 50% employer match about $73,905 at 4% or $49,270 at 6%; with 100% employer match about $55,429 at 4% or $36,952 at 6%. |
| 2000 | 8 | 386 | $2,191,584 | $1,173,834 | $3,041iApproximate average salary by contribution assumption: employee only about $76,026 at 4% or $50,684 at 6%; with 50% employer match about $50,684 at 4% or $33,789 at 6%; with 100% employer match about $38,013 at 4% or $25,342 at 6%. |
| 1999 | 7 | 366 | $2,269,471 | $1,170,675 | $3,199iApproximate average salary by contribution assumption: employee only about $79,964 at 4% or $53,309 at 6%; with 50% employer match about $53,309 at 4% or $35,540 at 6%; with 100% employer match about $39,982 at 4% or $26,655 at 6%. |