The Lovett School
Plan context: The Lovett School Retirement Plan
EIN 58-0619038 • 86 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
837
2024 Assets
$125,685,136
2024 Contributions
$5,638,857
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 | 2 | 837 | $125,685,136 | $5,638,857 | $6,737iApproximate average salary by contribution assumption: employee only about $168,425 at 4% or $112,283 at 6%; with 50% employer match about $112,283 at 4% or $74,855 at 6%; with 100% employer match about $84,212 at 4% or $56,142 at 6%. |
| The Lovett School Retirement Plan | - | 837 | $125,685,136 | $5,638,857 | $6,737iApproximate average salary by contribution assumption: employee only about $168,425 at 4% or $112,283 at 6%; with 50% employer match about $112,283 at 4% or $74,855 at 6%; with 100% employer match about $84,212 at 4% or $56,142 at 6%. |
| The Lovett School Health & Welfare Benefit Plan | - | 400 | - | - | - |
| 2023 | 2 | 675 | $116,669,950 | $5,857,302 | $8,677iApproximate average salary by contribution assumption: employee only about $216,937 at 4% or $144,625 at 6%; with 50% employer match about $144,625 at 4% or $96,416 at 6%; with 100% employer match about $108,469 at 4% or $72,312 at 6%. |
| The Lovett School Retirement Plan | - | 675 | $116,669,950 | $5,857,302 | $8,677iApproximate average salary by contribution assumption: employee only about $216,937 at 4% or $144,625 at 6%; with 50% employer match about $144,625 at 4% or $96,416 at 6%; with 100% employer match about $108,469 at 4% or $72,312 at 6%. |
| The Lovett School Health & Welfare Benefit Plan | - | 379 | - | - | - |
| 2022 | 2 | 658 | $103,102,679 | $5,216,972 | $7,929iApproximate average salary by contribution assumption: employee only about $198,213 at 4% or $132,142 at 6%; with 50% employer match about $132,142 at 4% or $88,095 at 6%; with 100% employer match about $99,107 at 4% or $66,071 at 6%. |
| The Lovett School Retirement Plan | - | 658 | $103,102,679 | $5,216,972 | $7,929iApproximate average salary by contribution assumption: employee only about $198,213 at 4% or $132,142 at 6%; with 50% employer match about $132,142 at 4% or $88,095 at 6%; with 100% employer match about $99,107 at 4% or $66,071 at 6%. |
| The Lovett School Health & Welfare Benefit Plan | - | 377 | - | - | - |
| 2021 | 2 | 637 | $119,597,276 | $5,381,535 | $8,448iApproximate average salary by contribution assumption: employee only about $211,206 at 4% or $140,804 at 6%; with 50% employer match about $140,804 at 4% or $93,869 at 6%; with 100% employer match about $105,603 at 4% or $70,402 at 6%. |
| The Lovett School Retirement Plan | - | 637 | $119,597,276 | $5,381,535 | $8,448iApproximate average salary by contribution assumption: employee only about $211,206 at 4% or $140,804 at 6%; with 50% employer match about $140,804 at 4% or $93,869 at 6%; with 100% employer match about $105,603 at 4% or $70,402 at 6%. |
| The Lovett School Health & Welfare Benefit Plan | - | 377 | - | - | - |
| 2020 | 2 | 742 | $107,483,087 | $5,770,358 | $7,777iApproximate average salary by contribution assumption: employee only about $194,419 at 4% or $129,613 at 6%; with 50% employer match about $129,613 at 4% or $86,408 at 6%; with 100% employer match about $97,210 at 4% or $64,806 at 6%. |
| The Lovett School Retirement Plan | - | 742 | $107,483,087 | $5,770,358 | $7,777iApproximate average salary by contribution assumption: employee only about $194,419 at 4% or $129,613 at 6%; with 50% employer match about $129,613 at 4% or $86,408 at 6%; with 100% employer match about $97,210 at 4% or $64,806 at 6%. |
| The Lovett School Health & Welfare Benefit Plan | - | 417 | - | - | - |
| 2019 | 2 | 714 | $95,907,841 | $6,864,709 | $9,614iApproximate average salary by contribution assumption: employee only about $240,361 at 4% or $160,241 at 6%; with 50% employer match about $160,241 at 4% or $106,827 at 6%; with 100% employer match about $120,180 at 4% or $80,120 at 6%. |
| The Lovett School Retirement Plan | - | 714 | $95,907,841 | $6,864,709 | $9,614iApproximate average salary by contribution assumption: employee only about $240,361 at 4% or $160,241 at 6%; with 50% employer match about $160,241 at 4% or $106,827 at 6%; with 100% employer match about $120,180 at 4% or $80,120 at 6%. |
| The Lovett School Health & Welfare Benefit Plan | - | 400 | - | - | - |
| 2018 | 2 | 702 | $85,042,713 | $5,495,173 | $7,828iApproximate average salary by contribution assumption: employee only about $195,697 at 4% or $130,465 at 6%; with 50% employer match about $130,465 at 4% or $86,976 at 6%; with 100% employer match about $97,849 at 4% or $65,232 at 6%. |
| The Lovett School Retirement Plan | - | 702 | $85,042,713 | $5,495,173 | $7,828iApproximate average salary by contribution assumption: employee only about $195,697 at 4% or $130,465 at 6%; with 50% employer match about $130,465 at 4% or $86,976 at 6%; with 100% employer match about $97,849 at 4% or $65,232 at 6%. |
| The Lovett School Health & Welfare Benefit Plan | - | 402 | - | - | - |
| 2017 | 4 | 674 | $87,943,764 | $5,644,429 | $8,375iApproximate average salary by contribution assumption: employee only about $209,363 at 4% or $139,575 at 6%; with 50% employer match about $139,575 at 4% or $93,050 at 6%; with 100% employer match about $104,682 at 4% or $69,788 at 6%. |
| The Lovett School Retirement Plan | - | 674 | $87,943,764 | $5,644,429 | $8,375iApproximate average salary by contribution assumption: employee only about $209,363 at 4% or $139,575 at 6%; with 50% employer match about $139,575 at 4% or $93,050 at 6%; with 100% employer match about $104,682 at 4% or $69,788 at 6%. |
| The Lovett School Group Health Insurance Hospital Medical and Life Plan | - | 0 | - | - | - |
| The Lovett School Group Supplemental Life Insurance Plan | - | 0 | - | - | - |
| The Lovett School Long Term Disability Plan | - | 0 | - | - | - |
| 2016 | 4 | 653 | $75,492,060 | $5,398,365 | $8,267iApproximate average salary by contribution assumption: employee only about $206,676 at 4% or $137,784 at 6%; with 50% employer match about $137,784 at 4% or $91,856 at 6%; with 100% employer match about $103,338 at 4% or $68,892 at 6%. |
| The Lovett School Retirement Plan | - | 653 | $75,492,060 | $5,398,365 | $8,267iApproximate average salary by contribution assumption: employee only about $206,676 at 4% or $137,784 at 6%; with 50% employer match about $137,784 at 4% or $91,856 at 6%; with 100% employer match about $103,338 at 4% or $68,892 at 6%. |
| The Lovett School Group Supplemental Life Insurance Plan | - | 389 | - | - | - |
| The Lovett School Group Health Insurance Hospital Medical and Life Plan | - | 389 | - | - | - |
| The Lovett School Long Term Disability Plan | - | 389 | - | - | - |
| 2015 | 4 | 629 | $71,708,080 | $5,180,404 | $8,236iApproximate average salary by contribution assumption: employee only about $205,898 at 4% or $137,266 at 6%; with 50% employer match about $137,266 at 4% or $91,510 at 6%; with 100% employer match about $102,949 at 4% or $68,633 at 6%. |
| The Lovett School Retirement Plan | - | 629 | $71,708,080 | $5,180,404 | $8,236iApproximate average salary by contribution assumption: employee only about $205,898 at 4% or $137,266 at 6%; with 50% employer match about $137,266 at 4% or $91,510 at 6%; with 100% employer match about $102,949 at 4% or $68,633 at 6%. |
| The Lovett School Group Health Insurance Hospital Medical and Life Plan | - | 384 | - | - | - |
| The Lovett School Group Supplemental Life Insurance Plan | - | 384 | - | - | - |
| The Lovett School Long Term Disability Plan | - | 381 | - | - | - |
| 2014 | 4 | 685 | $70,796,743 | $4,888,431 | $7,136iApproximate average salary by contribution assumption: employee only about $178,410 at 4% or $118,940 at 6%; with 50% employer match about $118,940 at 4% or $79,293 at 6%; with 100% employer match about $89,205 at 4% or $59,470 at 6%. |
| The Lovett School Retirement Plan | - | 685 | $70,796,743 | $4,888,431 | $7,136iApproximate average salary by contribution assumption: employee only about $178,410 at 4% or $118,940 at 6%; with 50% employer match about $118,940 at 4% or $79,293 at 6%; with 100% employer match about $89,205 at 4% or $59,470 at 6%. |
| The Lovett School Long Term Disability Plan | - | 369 | - | - | - |
| The Lovett School Group Health Insurance Hospital Medical and Life Plan | - | 369 | - | - | - |
| The Lovett School Group Supplemental Life Insurance Plan | - | 369 | - | - | - |
| 2013 | 4 | 668 | $65,641,750 | $4,704,084 | $7,042iApproximate average salary by contribution assumption: employee only about $176,051 at 4% or $117,367 at 6%; with 50% employer match about $117,367 at 4% or $78,245 at 6%; with 100% employer match about $88,026 at 4% or $58,684 at 6%. |
| The Lovett School Retirement Plan | - | 668 | $65,641,750 | $4,704,084 | $7,042iApproximate average salary by contribution assumption: employee only about $176,051 at 4% or $117,367 at 6%; with 50% employer match about $117,367 at 4% or $78,245 at 6%; with 100% employer match about $88,026 at 4% or $58,684 at 6%. |
| The Lovett School Group Supplemental Life Insurance Plan | - | 336 | - | - | - |
| The Lovett School Long Term Disability Plan | - | 337 | - | - | - |
| The Lovett School Group Health Insurance Hospital Medical and Life Plan | - | 295 | - | - | - |
| 2012 | 4 | 536 | $53,410,772 | $4,047,630 | $7,552iApproximate average salary by contribution assumption: employee only about $188,789 at 4% or $125,859 at 6%; with 50% employer match about $125,859 at 4% or $83,906 at 6%; with 100% employer match about $94,394 at 4% or $62,930 at 6%. |
| The Lovett School Retirement Plan | - | 536 | $53,410,772 | $4,047,630 | $7,552iApproximate average salary by contribution assumption: employee only about $188,789 at 4% or $125,859 at 6%; with 50% employer match about $125,859 at 4% or $83,906 at 6%; with 100% employer match about $94,394 at 4% or $62,930 at 6%. |
| The Lovett School Group Health Insurance Hospital Medical and Life Plan | - | 336 | - | - | - |
| The Lovett School Group Supplemental Life Insurance Plan | - | 359 | - | - | - |
| The Lovett School Long Term Disability Plan | - | 359 | - | - | - |
| 2011 | 4 | 527 | $46,277,890 | $3,809,601 | $7,229iApproximate average salary by contribution assumption: employee only about $180,721 at 4% or $120,481 at 6%; with 50% employer match about $120,481 at 4% or $80,320 at 6%; with 100% employer match about $90,361 at 4% or $60,240 at 6%. |
| The Lovett School Retirement Plan | - | 527 | $46,277,890 | $3,809,601 | $7,229iApproximate average salary by contribution assumption: employee only about $180,721 at 4% or $120,481 at 6%; with 50% employer match about $120,481 at 4% or $80,320 at 6%; with 100% employer match about $90,361 at 4% or $60,240 at 6%. |
| The Lovett School Long Term Disability Plan | - | 355 | - | - | - |
| The Lovett School Group Supplemental Life Insurance Plan | - | 355 | - | - | - |
| The Lovett School Group Health Insurance Hospital Medical and Life Plan | - | 273 | - | - | - |
| 2010 | 4 | 555 | $44,943,569 | $3,709,724 | $6,684iApproximate average salary by contribution assumption: employee only about $167,105 at 4% or $111,403 at 6%; with 50% employer match about $111,403 at 4% or $74,269 at 6%; with 100% employer match about $83,552 at 4% or $55,702 at 6%. |
| The Lovett School Retirement Plan | - | 555 | $44,943,569 | $3,709,724 | $6,684iApproximate average salary by contribution assumption: employee only about $167,105 at 4% or $111,403 at 6%; with 50% employer match about $111,403 at 4% or $74,269 at 6%; with 100% employer match about $83,552 at 4% or $55,702 at 6%. |
| The Lovett School Group Health Insurance Hospital Medical and Life Plan | - | 303 | - | - | - |
| The Lovett School Group Supplemental Life Insurance Plan | - | 350 | - | - | - |
| The Lovett School Long Term Disability Plan | - | 350 | - | - | - |
| 2009 | 4 | 525 | $38,441,245 | $3,735,553 | $7,115iApproximate average salary by contribution assumption: employee only about $177,883 at 4% or $118,589 at 6%; with 50% employer match about $118,589 at 4% or $79,059 at 6%; with 100% employer match about $88,942 at 4% or $59,294 at 6%. |
| The Lovett School Retirement Plan | - | 525 | $38,441,245 | $3,735,553 | $7,115iApproximate average salary by contribution assumption: employee only about $177,883 at 4% or $118,589 at 6%; with 50% employer match about $118,589 at 4% or $79,059 at 6%; with 100% employer match about $88,942 at 4% or $59,294 at 6%. |
| The Lovett School Group Health Insurance Hospital Medical and Life Plan | - | 290 | - | - | - |
| The Lovett School Group Supplemental Life Insurance Plan | - | 345 | - | - | - |
| The Lovett School Long Term Disability Plan | - | 345 | - | - | - |
| 2008 | 4 | 338 | $0 | $0 | - |
| The Lovett School Group Supplemental Life Insurance Plan | - | 338 | - | - | - |
| The Lovett School Group Health Insurance Hospital Medical and Life Plan | - | 313 | - | - | - |
| The Lovett School Long Term Disability Plan | - | 338 | - | - | - |
| The Lovett School Retirement Plan | - | 0 | - | - | - |
| 2007 | 4 | 329 | $0 | $0 | - |
| The Lovett School Group Health Insurance Hospital Medical and Life Plan | - | 307 | - | - | - |
| The Lovett School Retirement Plan | - | 0 | - | - | - |
| The Lovett School Long Term Disability Plan | - | 329 | - | - | - |
| The Lovett School Group Supplemental Life Insurance Plan | - | 329 | - | - | - |
| 2006 | 4 | 330 | $0 | $0 | - |
| The Lovett School Retirement Plan | - | 0 | - | - | - |
| The Lovett School Group Health Insurance Hospital Medical and Life Plan | - | 298 | - | - | - |
| The Lovett School Group Supplemental Life Insurance Plan | - | 330 | - | - | - |
| The Lovett School Long Term Disability Plan | - | 330 | - | - | - |
| 2005 | 4 | 323 | $0 | $0 | - |
| The Lovett School Group Supplemental Life Insurance Plan | - | 323 | - | - | - |
| The Lovett School Long Term Disability Plan | - | 323 | - | - | - |
| The Lovett School Retirement Plan | - | 0 | - | - | - |
| The Lovett School Group Health Insurance Hospital Medical and Life Plan | - | 291 | - | - | - |
| 2004 | 4 | 317 | $0 | $0 | - |
| The Lovett School Group Health Insurance Hospital Medical and Life Plan | - | 282 | - | - | - |
| The Lovett School Retirement Plan | - | 0 | - | - | - |
| The Lovett School Long Term Disability Plan | - | 317 | - | - | - |
| The Lovett School Group Supplemental Life Insurance Plan | - | 317 | - | - | - |
| 2003 | 4 | 293 | $0 | $0 | - |
| The Lovett School Group Health Insurance Hospital Medical and Life Plan | - | 272 | - | - | - |
| The Lovett School Group Supplemental Life Insurance Plan | - | 293 | - | - | - |
| The Lovett School Long Term Disability Plan | - | 293 | - | - | - |
| The Lovett School Retirement Plan | - | 0 | - | - | - |
| 2002 | 4 | 287 | $0 | $0 | - |
| The Lovett School Group Supplemental Life Insurance Plan | - | 287 | - | - | - |
| The Lovett School Long Term Disability Plan | - | 287 | - | - | - |
| The Lovett School Retirement Plan | - | 0 | - | - | - |
| The Lovett School Group Health Insurance Hospital Medical and Life Plan | - | 276 | - | - | - |
| 2001 | 4 | 451 | $0 | $1,147,564 | $2,544iApproximate average salary by contribution assumption: employee only about $63,612 at 4% or $42,408 at 6%; with 50% employer match about $42,408 at 4% or $28,272 at 6%; with 100% employer match about $31,806 at 4% or $21,204 at 6%. |
| The Lovett School Retirement Plan | - | 0 | - | - | - |
| The Lovett School Group Health Insurance Hospital Medical and Life Plan | - | 451 | - | $1,046,788 | $2,321iApproximate average salary by contribution assumption: employee only about $58,026 at 4% or $38,684 at 6%; with 50% employer match about $38,684 at 4% or $25,789 at 6%; with 100% employer match about $29,013 at 4% or $19,342 at 6%. |
| The Lovett School Group Supplemental Life Insurance Plan | - | 277 | - | $62,992 | $227iApproximate average salary by contribution assumption: employee only about $5,685 at 4% or $3,790 at 6%; with 50% employer match about $3,790 at 4% or $2,527 at 6%; with 100% employer match about $2,843 at 4% or $1,895 at 6%. |
| The Lovett School Long Term Disability Plan | - | 277 | - | $37,784 | $136iApproximate average salary by contribution assumption: employee only about $3,410 at 4% or $2,273 at 6%; with 50% employer match about $2,273 at 4% or $1,516 at 6%; with 100% employer match about $1,705 at 4% or $1,137 at 6%. |
| 2000 | 4 | 448 | $0 | $0 | - |
| The Lovett School Retirement Plan | - | 0 | - | - | - |
| The Lovett School Long Term Disability Plan | - | 273 | - | - | - |
| The Lovett School Group Supplemental Life Insurance Plan | - | 273 | - | - | - |
| The Lovett School Group Health Insurance Hospital Medical and Life Plan | - | 448 | - | - | - |