SPALDING EDUCATION INTERNATIONAL
Plan context: SEI RETIREMENT PLAN
EIN 86-0545771 • Phoenix, AZ • 19 filings • 6 plans
Current Snapshot
Latest Year
2025
2025 Participants
8
2025 Assets
$374,955
2025 Contributions
$149,370
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 | 8 | $374,955 | $149,370 | $18,671iApproximate average salary by contribution assumption: employee only about $466,781 at 4% or $311,188 at 6%; with 50% employer match about $311,188 at 4% or $207,458 at 6%; with 100% employer match about $233,391 at 4% or $155,594 at 6%. |
| SEI RETIREMENT PLAN | - | 8 | $374,955 | $149,370 | $18,671iApproximate average salary by contribution assumption: employee only about $466,781 at 4% or $311,188 at 6%; with 50% employer match about $311,188 at 4% or $207,458 at 6%; with 100% employer match about $233,391 at 4% or $155,594 at 6%. |
| 2024 | 1 | 8 | $212,936 | $62,929 | $7,866iApproximate average salary by contribution assumption: employee only about $196,653 at 4% or $131,102 at 6%; with 50% employer match about $131,102 at 4% or $87,401 at 6%; with 100% employer match about $98,327 at 4% or $65,551 at 6%. |
| SEI RETIREMENT PLAN | - | 8 | $212,936 | $62,929 | $7,866iApproximate average salary by contribution assumption: employee only about $196,653 at 4% or $131,102 at 6%; with 50% employer match about $131,102 at 4% or $87,401 at 6%; with 100% employer match about $98,327 at 4% or $65,551 at 6%. |
| 2023 | 1 | 7 | $267,062 | $51,309 | $7,330iApproximate average salary by contribution assumption: employee only about $183,246 at 4% or $122,164 at 6%; with 50% employer match about $122,164 at 4% or $81,443 at 6%; with 100% employer match about $91,623 at 4% or $61,082 at 6%. |
| SEI RETIREMENT PLAN | - | 7 | $267,062 | $51,309 | $7,330iApproximate average salary by contribution assumption: employee only about $183,246 at 4% or $122,164 at 6%; with 50% employer match about $122,164 at 4% or $81,443 at 6%; with 100% employer match about $91,623 at 4% or $61,082 at 6%. |
| 2022 | 1 | 8 | $190,906 | $49,780 | $6,223iApproximate average salary by contribution assumption: employee only about $155,563 at 4% or $103,708 at 6%; with 50% employer match about $103,708 at 4% or $69,139 at 6%; with 100% employer match about $77,781 at 4% or $51,854 at 6%. |
| SEI RETIREMENT PLAN | - | 8 | $190,906 | $49,780 | $6,223iApproximate average salary by contribution assumption: employee only about $155,563 at 4% or $103,708 at 6%; with 50% employer match about $103,708 at 4% or $69,139 at 6%; with 100% employer match about $77,781 at 4% or $51,854 at 6%. |
| 2021 | 1 | 7 | $171,257 | $46,065 | $6,581iApproximate average salary by contribution assumption: employee only about $164,518 at 4% or $109,679 at 6%; with 50% employer match about $109,679 at 4% or $73,119 at 6%; with 100% employer match about $82,259 at 4% or $54,839 at 6%. |
| SEI RETIREMENT PLAN | - | 7 | $171,257 | $46,065 | $6,581iApproximate average salary by contribution assumption: employee only about $164,518 at 4% or $109,679 at 6%; with 50% employer match about $109,679 at 4% or $73,119 at 6%; with 100% employer match about $82,259 at 4% or $54,839 at 6%. |
| 2020 | 1 | 7 | $115,055 | $32,434 | $4,633iApproximate average salary by contribution assumption: employee only about $115,836 at 4% or $77,224 at 6%; with 50% employer match about $77,224 at 4% or $51,483 at 6%; with 100% employer match about $57,918 at 4% or $38,612 at 6%. |
| SEI RETIREMENT PLAN | - | 7 | $115,055 | $32,434 | $4,633iApproximate average salary by contribution assumption: employee only about $115,836 at 4% or $77,224 at 6%; with 50% employer match about $77,224 at 4% or $51,483 at 6%; with 100% employer match about $57,918 at 4% or $38,612 at 6%. |
| 2019 | 1 | 3 | $78,493 | $14,092 | $4,697iApproximate average salary by contribution assumption: employee only about $117,433 at 4% or $78,289 at 6%; with 50% employer match about $78,289 at 4% or $52,193 at 6%; with 100% employer match about $58,717 at 4% or $39,144 at 6%. |
| SEI RETIREMENT PLAN | - | 3 | $78,493 | $14,092 | $4,697iApproximate average salary by contribution assumption: employee only about $117,433 at 4% or $78,289 at 6%; with 50% employer match about $78,289 at 4% or $52,193 at 6%; with 100% employer match about $58,717 at 4% or $39,144 at 6%. |
| 2018 | 2 | 5 | $260,084 | $43,302 | $8,660iApproximate average salary by contribution assumption: employee only about $216,510 at 4% or $144,340 at 6%; with 50% employer match about $144,340 at 4% or $96,227 at 6%; with 100% employer match about $108,255 at 4% or $72,170 at 6%. |
| SEI RETIREMENT PLAN | - | 5 | $130,042 | $21,651 | $4,330iApproximate average salary by contribution assumption: employee only about $108,255 at 4% or $72,170 at 6%; with 50% employer match about $72,170 at 4% or $48,113 at 6%; with 100% employer match about $54,128 at 4% or $36,085 at 6%. |
| SEI RETIREMENT PLAN | - | 5 | $130,042 | $21,651 | $4,330iApproximate average salary by contribution assumption: employee only about $108,255 at 4% or $72,170 at 6%; with 50% employer match about $72,170 at 4% or $48,113 at 6%; with 100% employer match about $54,128 at 4% or $36,085 at 6%. |
| 2017 | 1 | 7 | $138,203 | $23,362 | $3,337iApproximate average salary by contribution assumption: employee only about $83,436 at 4% or $55,624 at 6%; with 50% employer match about $55,624 at 4% or $37,083 at 6%; with 100% employer match about $41,718 at 4% or $27,812 at 6%. |
| SEI RETIREMENT PLAN | - | 7 | $138,203 | $23,362 | $3,337iApproximate average salary by contribution assumption: employee only about $83,436 at 4% or $55,624 at 6%; with 50% employer match about $55,624 at 4% or $37,083 at 6%; with 100% employer match about $41,718 at 4% or $27,812 at 6%. |
| 2016 | 1 | 7 | $102,760 | $27,643 | $3,949iApproximate average salary by contribution assumption: employee only about $98,725 at 4% or $65,817 at 6%; with 50% employer match about $65,817 at 4% or $43,878 at 6%; with 100% employer match about $49,363 at 4% or $32,908 at 6%. |
| SEI RETIREMENT PLAN | - | 7 | $102,760 | $27,643 | $3,949iApproximate average salary by contribution assumption: employee only about $98,725 at 4% or $65,817 at 6%; with 50% employer match about $65,817 at 4% or $43,878 at 6%; with 100% employer match about $49,363 at 4% or $32,908 at 6%. |
| 2015 | 1 | 7 | $70,256 | $27,621 | $3,946iApproximate average salary by contribution assumption: employee only about $98,646 at 4% or $65,764 at 6%; with 50% employer match about $65,764 at 4% or $43,843 at 6%; with 100% employer match about $49,323 at 4% or $32,882 at 6%. |
| SEI RETIREMENT PLAN | - | 7 | $70,256 | $27,621 | $3,946iApproximate average salary by contribution assumption: employee only about $98,646 at 4% or $65,764 at 6%; with 50% employer match about $65,764 at 4% or $43,843 at 6%; with 100% employer match about $49,323 at 4% or $32,882 at 6%. |
| 2014 | 1 | 9 | $71,856 | $43,938 | $4,882iApproximate average salary by contribution assumption: employee only about $122,050 at 4% or $81,367 at 6%; with 50% employer match about $81,367 at 4% or $54,244 at 6%; with 100% employer match about $61,025 at 4% or $40,683 at 6%. |
| SEI RETIREMENT PLAN | - | 9 | $71,856 | $43,938 | $4,882iApproximate average salary by contribution assumption: employee only about $122,050 at 4% or $81,367 at 6%; with 50% employer match about $81,367 at 4% or $54,244 at 6%; with 100% employer match about $61,025 at 4% or $40,683 at 6%. |
| 2013 | 1 | 10 | $26,709 | $25,946 | $2,595iApproximate average salary by contribution assumption: employee only about $64,865 at 4% or $43,243 at 6%; with 50% employer match about $43,243 at 4% or $28,829 at 6%; with 100% employer match about $32,433 at 4% or $21,622 at 6%. |
| SEI RETIREMENT PLAN | - | 10 | $26,709 | $25,946 | $2,595iApproximate average salary by contribution assumption: employee only about $64,865 at 4% or $43,243 at 6%; with 50% employer match about $43,243 at 4% or $28,829 at 6%; with 100% employer match about $32,433 at 4% or $21,622 at 6%. |
| 2012 | 1 | 0 | $0 | $0 | - |
| SPALDING 403(B) SALARY REDUCTION PLAN | - | 0 | - | - | - |
| 2011 | 1 | 1 | $188,011 | $18,692 | $18,692iApproximate average salary by contribution assumption: employee only about $467,300 at 4% or $311,533 at 6%; with 50% employer match about $311,533 at 4% or $207,689 at 6%; with 100% employer match about $233,650 at 4% or $155,767 at 6%. |
| SPALDING 403 B SALARY REDUCTION PLAN | - | 1 | $188,011 | $18,692 | $18,692iApproximate average salary by contribution assumption: employee only about $467,300 at 4% or $311,533 at 6%; with 50% employer match about $311,533 at 4% or $207,689 at 6%; with 100% employer match about $233,650 at 4% or $155,767 at 6%. |
| 2010 | 1 | 1 | $163,806 | $5,462 | $5,462iApproximate average salary by contribution assumption: employee only about $136,550 at 4% or $91,033 at 6%; with 50% employer match about $91,033 at 4% or $60,689 at 6%; with 100% employer match about $68,275 at 4% or $45,517 at 6%. |
| SPALDING 403B SALARY REDUCTION PLAN | - | 1 | $163,806 | $5,462 | $5,462iApproximate average salary by contribution assumption: employee only about $136,550 at 4% or $91,033 at 6%; with 50% employer match about $91,033 at 4% or $60,689 at 6%; with 100% employer match about $68,275 at 4% or $45,517 at 6%. |
| 2009 | 2 | 1 | $262,186 | $11,038 | $11,038iApproximate average salary by contribution assumption: employee only about $275,950 at 4% or $183,967 at 6%; with 50% employer match about $183,967 at 4% or $122,644 at 6%; with 100% employer match about $137,975 at 4% or $91,983 at 6%. |
| SPALDING EDUCATION INTERNATIONAL | - | 1 | $131,093 | $5,519 | $5,519iApproximate average salary by contribution assumption: employee only about $137,975 at 4% or $91,983 at 6%; with 50% employer match about $91,983 at 4% or $61,322 at 6%; with 100% employer match about $68,988 at 4% or $45,992 at 6%. |
| SPALDING 403(B) SALARY REDUCTION PLAN | - | 1 | $131,093 | $5,519 | $5,519iApproximate average salary by contribution assumption: employee only about $137,975 at 4% or $91,983 at 6%; with 50% employer match about $91,983 at 4% or $61,322 at 6%; with 100% employer match about $68,988 at 4% or $45,992 at 6%. |