Civic Intelligence

Calvert School

Plan context: Calvert School Retirement Savings Plan

EIN 52-0591510 • 88 filings • 11 plans

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Current Snapshot

Latest Year

2025

2025 Participants

157

2025 Assets

$21,852,080

2025 Contributions

$1,449,691

Historical Graphs

Total Assets Over Time

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

$42,653,965$21,326,983$0199920122024YearValue
$21,852,080Latest year 2024

Participants Over Time

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

2211110199920122025YearValue
157Latest year 2025

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
20251157$0$0-
Calvert School Health & Welfare Benefits Plan-157---
20242221$21,852,080$1,449,691$6,560iApproximate average salary by contribution assumption: employee only about $163,992 at 4% or $109,328 at 6%; with 50% employer match about $109,328 at 4% or $72,885 at 6%; with 100% employer match about $81,996 at 4% or $54,664 at 6%.
Calvert School Retirement Savings Plan-221$21,852,080$1,449,691$6,560iApproximate average salary by contribution assumption: employee only about $163,992 at 4% or $109,328 at 6%; with 50% employer match about $109,328 at 4% or $72,885 at 6%; with 100% employer match about $81,996 at 4% or $54,664 at 6%.
Calvert School Health & Welfare Benefits Plan-158---
20232168$19,403,585$1,359,934$8,095iApproximate average salary by contribution assumption: employee only about $202,371 at 4% or $134,914 at 6%; with 50% employer match about $134,914 at 4% or $89,943 at 6%; with 100% employer match about $101,186 at 4% or $67,457 at 6%.
Calvert School Retirement Savings Plan-168$19,403,585$1,359,934$8,095iApproximate average salary by contribution assumption: employee only about $202,371 at 4% or $134,914 at 6%; with 50% employer match about $134,914 at 4% or $89,943 at 6%; with 100% employer match about $101,186 at 4% or $67,457 at 6%.
Calvert School Health & Welfare Benefits Plan-155---
20222173$16,287,786$1,744,168$10,082iApproximate average salary by contribution assumption: employee only about $252,047 at 4% or $168,032 at 6%; with 50% employer match about $168,032 at 4% or $112,021 at 6%; with 100% employer match about $126,024 at 4% or $84,016 at 6%.
Calvert School Retirement Savings Plan-173$16,287,786$1,744,168$10,082iApproximate average salary by contribution assumption: employee only about $252,047 at 4% or $168,032 at 6%; with 50% employer match about $168,032 at 4% or $112,021 at 6%; with 100% employer match about $126,024 at 4% or $84,016 at 6%.
Calvert School Health & Welfare Benefits Plan-158---
20213166$19,878,401$2,671,702$16,095iApproximate average salary by contribution assumption: employee only about $402,365 at 4% or $268,243 at 6%; with 50% employer match about $268,243 at 4% or $178,829 at 6%; with 100% employer match about $201,182 at 4% or $134,122 at 6%.
Calvert School Retirement Savings Plan-166$19,878,401$1,215,565$7,323iApproximate average salary by contribution assumption: employee only about $183,067 at 4% or $122,045 at 6%; with 50% employer match about $122,045 at 4% or $81,363 at 6%; with 100% employer match about $91,534 at 4% or $61,022 at 6%.
Calvert School Health & Welfare Benefits Plan-155---
The Calvert School Pension Plan-0-$1,456,137-
20203150$42,653,965$1,133,942$7,560iApproximate average salary by contribution assumption: employee only about $188,990 at 4% or $125,994 at 6%; with 50% employer match about $125,994 at 4% or $83,996 at 6%; with 100% employer match about $94,495 at 4% or $62,997 at 6%.
The Calvert School Pension Plan-15$24,996,043$64,900$4,327iApproximate average salary by contribution assumption: employee only about $108,167 at 4% or $72,111 at 6%; with 50% employer match about $72,111 at 4% or $48,074 at 6%; with 100% employer match about $54,083 at 4% or $36,056 at 6%.
Calvert School Retirement Savings Plan-150$17,657,922$1,069,042$7,127iApproximate average salary by contribution assumption: employee only about $178,174 at 4% or $118,782 at 6%; with 50% employer match about $118,782 at 4% or $79,188 at 6%; with 100% employer match about $89,087 at 4% or $59,391 at 6%.
Calvert School Health & Welfare Benefits Plan-137---
20193151$37,557,449$2,744,649$18,176iApproximate average salary by contribution assumption: employee only about $454,412 at 4% or $302,941 at 6%; with 50% employer match about $302,941 at 4% or $201,961 at 6%; with 100% employer match about $227,206 at 4% or $151,471 at 6%.
The Calvert School Pension Plan-19$22,490,125$1,632,474$85,920iApproximate average salary by contribution assumption: employee only about $2,147,992 at 4% or $1,431,995 at 6%; with 50% employer match about $1,431,995 at 4% or $954,663 at 6%; with 100% employer match about $1,073,996 at 4% or $715,997 at 6%.
Calvert School Retirement Savings Plan-151$15,067,324$1,112,175$7,365iApproximate average salary by contribution assumption: employee only about $184,135 at 4% or $122,757 at 6%; with 50% employer match about $122,757 at 4% or $81,838 at 6%; with 100% employer match about $92,067 at 4% or $61,378 at 6%.
Calvert School Health & Welfare Benefits Plan-134---
20183144$32,707,996$1,178,543$8,184iApproximate average salary by contribution assumption: employee only about $204,608 at 4% or $136,405 at 6%; with 50% employer match about $136,405 at 4% or $90,937 at 6%; with 100% employer match about $102,304 at 4% or $68,203 at 6%.
The Calvert School Pension Plan-23$20,701,176$55,000$2,391iApproximate average salary by contribution assumption: employee only about $59,783 at 4% or $39,855 at 6%; with 50% employer match about $39,855 at 4% or $26,570 at 6%; with 100% employer match about $29,891 at 4% or $19,928 at 6%.
Calvert School Retirement Savings Plan-144$12,006,820$1,123,543$7,802iApproximate average salary by contribution assumption: employee only about $195,060 at 4% or $130,040 at 6%; with 50% employer match about $130,040 at 4% or $86,693 at 6%; with 100% employer match about $97,530 at 4% or $65,020 at 6%.
Calvert School Health & Welfare Benefits Plan-127---
20173136$33,573,654$3,530,509$25,960iApproximate average salary by contribution assumption: employee only about $648,991 at 4% or $432,660 at 6%; with 50% employer match about $432,660 at 4% or $288,440 at 6%; with 100% employer match about $324,495 at 4% or $216,330 at 6%.
The Calvert School Pension Plan-29$20,789,410$2,356,000$81,241iApproximate average salary by contribution assumption: employee only about $2,031,034 at 4% or $1,354,023 at 6%; with 50% employer match about $1,354,023 at 4% or $902,682 at 6%; with 100% employer match about $1,015,517 at 4% or $677,011 at 6%.
Calvert School Retirement Savings Plan-136$12,784,244$1,174,509$8,636iApproximate average salary by contribution assumption: employee only about $215,902 at 4% or $143,935 at 6%; with 50% employer match about $143,935 at 4% or $95,957 at 6%; with 100% employer match about $107,951 at 4% or $71,967 at 6%.
Calvert School Health & Welfare Benefits Plan-123---
20163134$29,595,403$1,051,234$7,845iApproximate average salary by contribution assumption: employee only about $196,126 at 4% or $130,750 at 6%; with 50% employer match about $130,750 at 4% or $87,167 at 6%; with 100% employer match about $98,063 at 4% or $65,375 at 6%.
The Calvert School Pension Plan-29$18,977,392$100,000$3,448iApproximate average salary by contribution assumption: employee only about $86,207 at 4% or $57,471 at 6%; with 50% employer match about $57,471 at 4% or $38,314 at 6%; with 100% employer match about $43,103 at 4% or $28,736 at 6%.
Calvert School Retirement Savings Plan-134$10,618,011$951,234$7,099iApproximate average salary by contribution assumption: employee only about $177,469 at 4% or $118,313 at 6%; with 50% employer match about $118,313 at 4% or $78,875 at 6%; with 100% employer match about $88,735 at 4% or $59,156 at 6%.
Calvert School Health & Welfare Benefits Plan-124---
20154127$25,535,344$590,177$4,647iApproximate average salary by contribution assumption: employee only about $116,177 at 4% or $77,451 at 6%; with 50% employer match about $77,451 at 4% or $51,634 at 6%; with 100% employer match about $58,088 at 4% or $38,726 at 6%.
The Calvert School Pension Plan-33$17,931,971$100,000$3,030iApproximate average salary by contribution assumption: employee only about $75,758 at 4% or $50,505 at 6%; with 50% employer match about $50,505 at 4% or $33,670 at 6%; with 100% employer match about $37,879 at 4% or $25,253 at 6%.
Calvert School Retirement Savings Plan-127$7,603,373$490,177$3,860iApproximate average salary by contribution assumption: employee only about $96,492 at 4% or $64,328 at 6%; with 50% employer match about $64,328 at 4% or $42,885 at 6%; with 100% employer match about $48,246 at 4% or $32,164 at 6%.
Calvert School Health & Welfare Benefits Plan-119---
Calvert School 401(A) Retirement Savings Plan-0---
20144128$30,196,415$882,067$6,891iApproximate average salary by contribution assumption: employee only about $172,279 at 4% or $114,852 at 6%; with 50% employer match about $114,852 at 4% or $76,568 at 6%; with 100% employer match about $86,139 at 4% or $57,426 at 6%.
The Calvert School Pension Plan-35$19,234,868$100,000$2,857iApproximate average salary by contribution assumption: employee only about $71,429 at 4% or $47,619 at 6%; with 50% employer match about $47,619 at 4% or $31,746 at 6%; with 100% employer match about $35,714 at 4% or $23,810 at 6%.
Calvert School Retirement Savings Plan-126$7,670,871$438,692$3,482iApproximate average salary by contribution assumption: employee only about $87,042 at 4% or $58,028 at 6%; with 50% employer match about $58,028 at 4% or $38,685 at 6%; with 100% employer match about $43,521 at 4% or $29,014 at 6%.
Calvert School 401(A) Retirement Savings Plan-128$3,290,676$343,375$2,683iApproximate average salary by contribution assumption: employee only about $67,065 at 4% or $44,710 at 6%; with 50% employer match about $44,710 at 4% or $29,807 at 6%; with 100% employer match about $33,533 at 4% or $22,355 at 6%.
Calvert School Health & Welfare Benefits Plan-117---
20134127$33,000,612$785,853$6,188iApproximate average salary by contribution assumption: employee only about $154,695 at 4% or $103,130 at 6%; with 50% employer match about $103,130 at 4% or $68,754 at 6%; with 100% employer match about $77,348 at 4% or $51,565 at 6%.
The Calvert School Pension Plan-40$22,816,285$100,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
Calvert School Retirement Savings Plan-127$7,253,758$422,286$3,325iApproximate average salary by contribution assumption: employee only about $83,127 at 4% or $55,418 at 6%; with 50% employer match about $55,418 at 4% or $36,945 at 6%; with 100% employer match about $41,564 at 4% or $27,709 at 6%.
Calvert School 401(A) Retirement Savings Plan-127$2,930,569$263,567$2,075iApproximate average salary by contribution assumption: employee only about $51,883 at 4% or $34,589 at 6%; with 50% employer match about $34,589 at 4% or $23,059 at 6%; with 100% employer match about $25,942 at 4% or $17,294 at 6%.
Calvert School Health & Welfare Benefits Plan-115---
20124173$30,900,249$1,090,181$6,302iApproximate average salary by contribution assumption: employee only about $157,541 at 4% or $105,027 at 6%; with 50% employer match about $105,027 at 4% or $70,018 at 6%; with 100% employer match about $78,770 at 4% or $52,514 at 6%.
The Calvert School Pension Plan-49$20,754,182--
Calvert School Retirement Savings Plan-116$7,146,469$685,057$5,906iApproximate average salary by contribution assumption: employee only about $147,642 at 4% or $98,428 at 6%; with 50% employer match about $98,428 at 4% or $65,618 at 6%; with 100% employer match about $73,821 at 4% or $49,214 at 6%.
Calvert School 401(A) Retirement Savings Plan-116$2,999,598$405,124$3,492iApproximate average salary by contribution assumption: employee only about $87,311 at 4% or $58,207 at 6%; with 50% employer match about $58,207 at 4% or $38,805 at 6%; with 100% employer match about $43,656 at 4% or $29,104 at 6%.
Calvert School Health & Welfare Benefits Plan-173---
20114183$29,465,859$5,578,387$30,483iApproximate average salary by contribution assumption: employee only about $762,075 at 4% or $508,050 at 6%; with 50% employer match about $508,050 at 4% or $338,700 at 6%; with 100% employer match about $381,037 at 4% or $254,025 at 6%.
The Calvert School Pension Plan-83$20,386,651$4,352,000$52,434iApproximate average salary by contribution assumption: employee only about $1,310,843 at 4% or $873,896 at 6%; with 50% employer match about $873,896 at 4% or $582,597 at 6%; with 100% employer match about $655,422 at 4% or $436,948 at 6%.
Calvert School Retirement Savings Plan-183$6,517,668$887,305$4,849iApproximate average salary by contribution assumption: employee only about $121,217 at 4% or $80,811 at 6%; with 50% employer match about $80,811 at 4% or $53,874 at 6%; with 100% employer match about $60,608 at 4% or $40,406 at 6%.
Calvert School 401(A) Retirement Savings Plan-182$2,561,540$339,082$1,863iApproximate average salary by contribution assumption: employee only about $46,577 at 4% or $31,051 at 6%; with 50% employer match about $31,051 at 4% or $20,701 at 6%; with 100% employer match about $23,289 at 4% or $15,526 at 6%.
Calvert School Health & Welfare Benefits Plan-168---
20104176$25,459,680$1,838,442$10,446iApproximate average salary by contribution assumption: employee only about $261,142 at 4% or $174,095 at 6%; with 50% employer match about $174,095 at 4% or $116,063 at 6%; with 100% employer match about $130,571 at 4% or $87,047 at 6%.
The Calvert School Pension Plan-90$16,563,080$800,000$8,889iApproximate average salary by contribution assumption: employee only about $222,222 at 4% or $148,148 at 6%; with 50% employer match about $148,148 at 4% or $98,765 at 6%; with 100% employer match about $111,111 at 4% or $74,074 at 6%.
Calvert School Retirement Savings Plan-176$6,244,980$693,601$3,941iApproximate average salary by contribution assumption: employee only about $98,523 at 4% or $65,682 at 6%; with 50% employer match about $65,682 at 4% or $43,788 at 6%; with 100% employer match about $49,261 at 4% or $32,841 at 6%.
Calvert School 401(A) Retirement Savings Plan-174$2,651,620$344,841$1,982iApproximate average salary by contribution assumption: employee only about $49,546 at 4% or $33,031 at 6%; with 50% employer match about $33,031 at 4% or $22,020 at 6%; with 100% employer match about $24,773 at 4% or $16,515 at 6%.
Calvert School Health & Welfare Benefits Plan-174---
20094186$21,497,679$1,804,143$9,700iApproximate average salary by contribution assumption: employee only about $242,492 at 4% or $161,662 at 6%; with 50% employer match about $161,662 at 4% or $107,774 at 6%; with 100% employer match about $121,246 at 4% or $80,831 at 6%.
The Calvert School Pension Plan-109$14,299,927$800,000$7,339iApproximate average salary by contribution assumption: employee only about $183,486 at 4% or $122,324 at 6%; with 50% employer match about $122,324 at 4% or $81,549 at 6%; with 100% employer match about $91,743 at 4% or $61,162 at 6%.
Calvert School Retirement Savings Plan-186$5,089,349$657,673$3,536iApproximate average salary by contribution assumption: employee only about $88,397 at 4% or $58,931 at 6%; with 50% employer match about $58,931 at 4% or $39,288 at 6%; with 100% employer match about $44,198 at 4% or $29,466 at 6%.
Calvert School 401(A) Retirement Savings Plan-184$2,108,403$346,470$1,883iApproximate average salary by contribution assumption: employee only about $47,075 at 4% or $31,383 at 6%; with 50% employer match about $31,383 at 4% or $20,922 at 6%; with 100% employer match about $23,537 at 4% or $15,692 at 6%.
Calvert School Health & Welfare Benefits Plan-179---
20084173$13,836,162$1,086,373$6,280iApproximate average salary by contribution assumption: employee only about $156,990 at 4% or $104,660 at 6%; with 50% employer match about $104,660 at 4% or $69,773 at 6%; with 100% employer match about $78,495 at 4% or $52,330 at 6%.
The Calvert School Pension Plan-117$12,466,614$800,000$6,838iApproximate average salary by contribution assumption: employee only about $170,940 at 4% or $113,960 at 6%; with 50% employer match about $113,960 at 4% or $75,973 at 6%; with 100% employer match about $85,470 at 4% or $56,980 at 6%.
Calvert School 401(A) Retirement Savings Plan-173$1,369,548$286,373$1,655iApproximate average salary by contribution assumption: employee only about $41,383 at 4% or $27,589 at 6%; with 50% employer match about $27,589 at 4% or $18,393 at 6%; with 100% employer match about $20,692 at 4% or $13,794 at 6%.
Calvert School Health & Welfare Benefits Plan-170---
Calvert School Retirement Savings Plan-0---
20074169$17,277,935$579,667$3,430iApproximate average salary by contribution assumption: employee only about $85,750 at 4% or $57,166 at 6%; with 50% employer match about $57,166 at 4% or $38,111 at 6%; with 100% employer match about $42,875 at 4% or $28,583 at 6%.
The Calvert School Pension Plan-134$15,400,089$356,000$2,657iApproximate average salary by contribution assumption: employee only about $66,418 at 4% or $44,279 at 6%; with 50% employer match about $44,279 at 4% or $29,519 at 6%; with 100% employer match about $33,209 at 4% or $22,139 at 6%.
Calvert School 401(A) Retirement Savings Plan-159$1,877,846$223,667$1,407iApproximate average salary by contribution assumption: employee only about $35,168 at 4% or $23,445 at 6%; with 50% employer match about $23,445 at 4% or $15,630 at 6%; with 100% employer match about $17,584 at 4% or $11,723 at 6%.
Calvert School Retirement Savings Plan-0---
Calvert School Health & Welfare Benefits Plan-169---
20064172$19,172,420$567,416$3,299iApproximate average salary by contribution assumption: employee only about $82,473 at 4% or $54,982 at 6%; with 50% employer match about $54,982 at 4% or $36,655 at 6%; with 100% employer match about $41,237 at 4% or $27,491 at 6%.
The Calvert School Pension Plan-142$17,411,691$372,000$2,620iApproximate average salary by contribution assumption: employee only about $65,493 at 4% or $43,662 at 6%; with 50% employer match about $43,662 at 4% or $29,108 at 6%; with 100% employer match about $32,746 at 4% or $21,831 at 6%.
Calvert School 401(A) Retirement Savings Plan-147$1,760,729$195,416$1,329iApproximate average salary by contribution assumption: employee only about $33,234 at 4% or $22,156 at 6%; with 50% employer match about $22,156 at 4% or $14,771 at 6%; with 100% employer match about $16,617 at 4% or $11,078 at 6%.
Calvert School Retirement Savings Plan-0---
Calvert School Health & Welfare Benefits Plan-172---
20054148$16,437,447$489,241$3,306iApproximate average salary by contribution assumption: employee only about $82,642 at 4% or $55,095 at 6%; with 50% employer match about $55,095 at 4% or $36,730 at 6%; with 100% employer match about $41,321 at 4% or $27,547 at 6%.
The Calvert School Pension Plan-148$15,050,956$318,000$2,149iApproximate average salary by contribution assumption: employee only about $53,716 at 4% or $35,811 at 6%; with 50% employer match about $35,811 at 4% or $23,874 at 6%; with 100% employer match about $26,858 at 4% or $17,905 at 6%.
Calvert School 401(A) Retirement Savings Plan-141$1,386,491$171,241$1,214iApproximate average salary by contribution assumption: employee only about $30,362 at 4% or $20,241 at 6%; with 50% employer match about $20,241 at 4% or $13,494 at 6%; with 100% employer match about $15,181 at 4% or $10,121 at 6%.
Calvert School Retirement Savings Plan-0---
Calvert School Health & Welfare Benefits Plan-147---
20044145$15,357,391$447,980$3,090iApproximate average salary by contribution assumption: employee only about $77,238 at 4% or $51,492 at 6%; with 50% employer match about $51,492 at 4% or $34,328 at 6%; with 100% employer match about $38,619 at 4% or $25,746 at 6%.
The Calvert School Pension Plan-131$14,013,599$300,000$2,290iApproximate average salary by contribution assumption: employee only about $57,252 at 4% or $38,168 at 6%; with 50% employer match about $38,168 at 4% or $25,445 at 6%; with 100% employer match about $28,626 at 4% or $19,084 at 6%.
Calvert School 401(A) Retirement Savings Plan-126$1,343,792$147,980$1,174iApproximate average salary by contribution assumption: employee only about $29,361 at 4% or $19,574 at 6%; with 50% employer match about $19,574 at 4% or $13,049 at 6%; with 100% employer match about $14,681 at 4% or $9,787 at 6%.
Calvert School Health & Welfare Benefits Plan-145---
Calvert School Retirement Savings Plan-0---
20034135$14,788,774$390,138$2,890iApproximate average salary by contribution assumption: employee only about $72,248 at 4% or $48,165 at 6%; with 50% employer match about $48,165 at 4% or $32,110 at 6%; with 100% employer match about $36,124 at 4% or $24,083 at 6%.
The Calvert School Pension Plan-128$13,628,279$245,891$1,921iApproximate average salary by contribution assumption: employee only about $48,026 at 4% or $32,017 at 6%; with 50% employer match about $32,017 at 4% or $21,345 at 6%; with 100% employer match about $24,013 at 4% or $16,009 at 6%.
Calvert School 401(A) Retirement Savings Plan-108$1,160,495$144,247$1,336iApproximate average salary by contribution assumption: employee only about $33,391 at 4% or $22,260 at 6%; with 50% employer match about $22,260 at 4% or $14,840 at 6%; with 100% employer match about $16,695 at 4% or $11,130 at 6%.
Calvert School Retirement Savings Plan-0---
Calvert School Health & Welfare Benefits Plan-135---
20024128$11,833,017$0-
The Calvert School Pension Plan-113$11,833,017--
Calvert School Retirement Savings Plan-0---
Calvert School 401(A) Retirement Savings Plan-92---
Calvert School Health & Welfare Benefits Plan-128---
20013114$11,388,061$0-
The Calvert School Pension Plan-93$11,388,061--
Calvert School Retirement Savings Plan-87---
Calvert School Health & Welfare Benefits Plan-114---
20003109$0$0-
Calvert School Retirement Savings Plan-92---
The Calvert School Pension Plan-83---
CALVERT SCHOOL MEDICAL PLAN-109---
1999197$12,471,241$0-
The Calvert School Pension Plan-97$12,471,241--