Civic Intelligence

U Mass - Amherst Foundation

Plan context: Umass - Amherst Foundation Retirement Plan

EIN 54-2084125 • Amherst, MA • 20 filings • 2 plans

View Related Profile

134 Hicks WayAmherst, MA 01003-9270
Current Snapshot

Latest Year

2024

2024 Participants

143

2024 Assets

$7,808,447

2024 Contributions

$2,708,246

Historical Graphs

Total Assets Over Time

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

$7,808,447$3,904,224$0200620152024YearValue
$7,808,447Latest year 2024

Participants Over Time

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

143720200620152024YearValue
143Latest 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
20242143$7,808,447$2,708,246$18,939iApproximate average salary by contribution assumption: employee only about $473,470 at 4% or $315,646 at 6%; with 50% employer match about $315,646 at 4% or $210,431 at 6%; with 100% employer match about $236,735 at 4% or $157,823 at 6%.
Umass - Amherst Foundation Retirement Plan-143$7,808,447$2,708,246$18,939iApproximate average salary by contribution assumption: employee only about $473,470 at 4% or $315,646 at 6%; with 50% employer match about $315,646 at 4% or $210,431 at 6%; with 100% employer match about $236,735 at 4% or $157,823 at 6%.
Umass Amherst Foundation Inc Health and Welfare Benefits Plan-140---
20231106$5,182,601$1,464,373$13,815iApproximate average salary by contribution assumption: employee only about $345,371 at 4% or $230,247 at 6%; with 50% employer match about $230,247 at 4% or $153,498 at 6%; with 100% employer match about $172,685 at 4% or $115,124 at 6%.
Umass - Amherst Foundation Retirement Plan-106$5,182,601$1,464,373$13,815iApproximate average salary by contribution assumption: employee only about $345,371 at 4% or $230,247 at 6%; with 50% employer match about $230,247 at 4% or $153,498 at 6%; with 100% employer match about $172,685 at 4% or $115,124 at 6%.
2022137$3,219,411$536,148$14,490iApproximate average salary by contribution assumption: employee only about $362,262 at 4% or $241,508 at 6%; with 50% employer match about $241,508 at 4% or $161,005 at 6%; with 100% employer match about $181,131 at 4% or $120,754 at 6%.
Umass - Amherst Foundation Retirement Plan-37$3,219,411$536,148$14,490iApproximate average salary by contribution assumption: employee only about $362,262 at 4% or $241,508 at 6%; with 50% employer match about $241,508 at 4% or $161,005 at 6%; with 100% employer match about $181,131 at 4% or $120,754 at 6%.
2021136$3,304,504$572,789$15,911iApproximate average salary by contribution assumption: employee only about $397,770 at 4% or $265,180 at 6%; with 50% employer match about $265,180 at 4% or $176,787 at 6%; with 100% employer match about $198,885 at 4% or $132,590 at 6%.
Umass - Amherst Foundation Retirement Plan-36$3,304,504$572,789$15,911iApproximate average salary by contribution assumption: employee only about $397,770 at 4% or $265,180 at 6%; with 50% employer match about $265,180 at 4% or $176,787 at 6%; with 100% employer match about $198,885 at 4% or $132,590 at 6%.
2020142$2,725,587$526,322$12,531iApproximate average salary by contribution assumption: employee only about $313,287 at 4% or $208,858 at 6%; with 50% employer match about $208,858 at 4% or $139,239 at 6%; with 100% employer match about $156,643 at 4% or $104,429 at 6%.
Umass - Amherst Foundation Retirement Plan-42$2,725,587$526,322$12,531iApproximate average salary by contribution assumption: employee only about $313,287 at 4% or $208,858 at 6%; with 50% employer match about $208,858 at 4% or $139,239 at 6%; with 100% employer match about $156,643 at 4% or $104,429 at 6%.
2019143$2,247,278$539,146$12,538iApproximate average salary by contribution assumption: employee only about $313,457 at 4% or $208,971 at 6%; with 50% employer match about $208,971 at 4% or $139,314 at 6%; with 100% employer match about $156,728 at 4% or $104,486 at 6%.
Umass - Amherst Foundation Retirement Plan-43$2,247,278$539,146$12,538iApproximate average salary by contribution assumption: employee only about $313,457 at 4% or $208,971 at 6%; with 50% employer match about $208,971 at 4% or $139,314 at 6%; with 100% employer match about $156,728 at 4% or $104,486 at 6%.
2018140$1,639,625$588,846$14,721iApproximate average salary by contribution assumption: employee only about $368,029 at 4% or $245,353 at 6%; with 50% employer match about $245,353 at 4% or $163,568 at 6%; with 100% employer match about $184,014 at 4% or $122,676 at 6%.
Umass - Amherst Foundation Retirement Plan-40$1,639,625$588,846$14,721iApproximate average salary by contribution assumption: employee only about $368,029 at 4% or $245,353 at 6%; with 50% employer match about $245,353 at 4% or $163,568 at 6%; with 100% employer match about $184,014 at 4% or $122,676 at 6%.
2017139$1,507,883$374,580$9,605iApproximate average salary by contribution assumption: employee only about $240,115 at 4% or $160,077 at 6%; with 50% employer match about $160,077 at 4% or $106,718 at 6%; with 100% employer match about $120,058 at 4% or $80,038 at 6%.
Umass - Amherst Foundation Retirement Plan-39$1,507,883$374,580$9,605iApproximate average salary by contribution assumption: employee only about $240,115 at 4% or $160,077 at 6%; with 50% employer match about $160,077 at 4% or $106,718 at 6%; with 100% employer match about $120,058 at 4% or $80,038 at 6%.
2016136$1,550,991$411,233$11,423iApproximate average salary by contribution assumption: employee only about $285,578 at 4% or $190,386 at 6%; with 50% employer match about $190,386 at 4% or $126,924 at 6%; with 100% employer match about $142,789 at 4% or $95,193 at 6%.
Umass - Amherst Foundation Retirement Plan-36$1,550,991$411,233$11,423iApproximate average salary by contribution assumption: employee only about $285,578 at 4% or $190,386 at 6%; with 50% employer match about $190,386 at 4% or $126,924 at 6%; with 100% employer match about $142,789 at 4% or $95,193 at 6%.
2015133$1,549,969$437,699$13,264iApproximate average salary by contribution assumption: employee only about $331,590 at 4% or $221,060 at 6%; with 50% employer match about $221,060 at 4% or $147,373 at 6%; with 100% employer match about $165,795 at 4% or $110,530 at 6%.
Umass - Amherst Foundation Retirement Plan-33$1,549,969$437,699$13,264iApproximate average salary by contribution assumption: employee only about $331,590 at 4% or $221,060 at 6%; with 50% employer match about $221,060 at 4% or $147,373 at 6%; with 100% employer match about $165,795 at 4% or $110,530 at 6%.
2014129$1,577,639$362,712$12,507iApproximate average salary by contribution assumption: employee only about $312,683 at 4% or $208,455 at 6%; with 50% employer match about $208,455 at 4% or $138,970 at 6%; with 100% employer match about $156,341 at 4% or $104,228 at 6%.
Umass - Amherst Foundation Retirement Plan-29$1,577,639$362,712$12,507iApproximate average salary by contribution assumption: employee only about $312,683 at 4% or $208,455 at 6%; with 50% employer match about $208,455 at 4% or $138,970 at 6%; with 100% employer match about $156,341 at 4% or $104,228 at 6%.
2013125$1,401,878$248,377$9,935iApproximate average salary by contribution assumption: employee only about $248,377 at 4% or $165,585 at 6%; with 50% employer match about $165,585 at 4% or $110,390 at 6%; with 100% employer match about $124,189 at 4% or $82,792 at 6%.
Umass - Amherst Foundation Retirement Plan-25$1,401,878$248,377$9,935iApproximate average salary by contribution assumption: employee only about $248,377 at 4% or $165,585 at 6%; with 50% employer match about $165,585 at 4% or $110,390 at 6%; with 100% employer match about $124,189 at 4% or $82,792 at 6%.
2012123$1,226,986$272,596$11,852iApproximate average salary by contribution assumption: employee only about $296,300 at 4% or $197,533 at 6%; with 50% employer match about $197,533 at 4% or $131,689 at 6%; with 100% employer match about $148,150 at 4% or $98,767 at 6%.
Umass - Amherst Foundation Retirement Plan-23$1,226,986$272,596$11,852iApproximate average salary by contribution assumption: employee only about $296,300 at 4% or $197,533 at 6%; with 50% employer match about $197,533 at 4% or $131,689 at 6%; with 100% employer match about $148,150 at 4% or $98,767 at 6%.
2011122$977,351$217,650$9,893iApproximate average salary by contribution assumption: employee only about $247,330 at 4% or $164,886 at 6%; with 50% employer match about $164,886 at 4% or $109,924 at 6%; with 100% employer match about $123,665 at 4% or $82,443 at 6%.
Umass - Amherst Foundation Retirement Plan-22$977,351$217,650$9,893iApproximate average salary by contribution assumption: employee only about $247,330 at 4% or $164,886 at 6%; with 50% employer match about $164,886 at 4% or $109,924 at 6%; with 100% employer match about $123,665 at 4% or $82,443 at 6%.
2010117$780,678$211,122$12,419iApproximate average salary by contribution assumption: employee only about $310,474 at 4% or $206,982 at 6%; with 50% employer match about $206,982 at 4% or $137,988 at 6%; with 100% employer match about $155,237 at 4% or $103,491 at 6%.
Umass - Amherst Foundation Retirement Plan-17$780,678$211,122$12,419iApproximate average salary by contribution assumption: employee only about $310,474 at 4% or $206,982 at 6%; with 50% employer match about $206,982 at 4% or $137,988 at 6%; with 100% employer match about $155,237 at 4% or $103,491 at 6%.
2009114$546,703$180,741$12,910iApproximate average salary by contribution assumption: employee only about $322,752 at 4% or $215,168 at 6%; with 50% employer match about $215,168 at 4% or $143,445 at 6%; with 100% employer match about $161,376 at 4% or $107,584 at 6%.
Umass - Amherst Foundation Retirement Plan-14$546,703$180,741$12,910iApproximate average salary by contribution assumption: employee only about $322,752 at 4% or $215,168 at 6%; with 50% employer match about $215,168 at 4% or $143,445 at 6%; with 100% employer match about $161,376 at 4% or $107,584 at 6%.
2008110$313,511$158,090$15,809iApproximate average salary by contribution assumption: employee only about $395,225 at 4% or $263,483 at 6%; with 50% employer match about $263,483 at 4% or $175,656 at 6%; with 100% employer match about $197,613 at 4% or $131,742 at 6%.
Umass - Amherst Foundation Retirement Plan-10$313,511$158,090$15,809iApproximate average salary by contribution assumption: employee only about $395,225 at 4% or $263,483 at 6%; with 50% employer match about $263,483 at 4% or $175,656 at 6%; with 100% employer match about $197,613 at 4% or $131,742 at 6%.
200718$245,909$145,785$18,223iApproximate average salary by contribution assumption: employee only about $455,578 at 4% or $303,719 at 6%; with 50% employer match about $303,719 at 4% or $202,479 at 6%; with 100% employer match about $227,789 at 4% or $151,859 at 6%.
Umass - Amherst Foundation Retirement Plan-8$245,909$145,785$18,223iApproximate average salary by contribution assumption: employee only about $455,578 at 4% or $303,719 at 6%; with 50% employer match about $303,719 at 4% or $202,479 at 6%; with 100% employer match about $227,789 at 4% or $151,859 at 6%.
2006110$107,572$102,831$10,283iApproximate average salary by contribution assumption: employee only about $257,078 at 4% or $171,385 at 6%; with 50% employer match about $171,385 at 4% or $114,257 at 6%; with 100% employer match about $128,539 at 4% or $85,693 at 6%.
Umass - Amherst Foundation Retirement Plan-10$107,572$102,831$10,283iApproximate average salary by contribution assumption: employee only about $257,078 at 4% or $171,385 at 6%; with 50% employer match about $171,385 at 4% or $114,257 at 6%; with 100% employer match about $128,539 at 4% or $85,693 at 6%.