Civic Intelligence

The Carey School

Plan context: The Carey School Defined Contribution Retirement Plan

EIN 94-3085954 • San Mateo, CA • 24 filings • 4 plans

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One Carey School LaneSan Mateo, CA 94403
Current Snapshot

Latest Year

2024

2024 Participants

118

2024 Assets

$17,331,116

2024 Contributions

$1,126,736

Historical Graphs

Total Assets Over Time

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

$17,331,116$8,665,558$0200920172024YearValue
$17,331,116Latest year 2024

Participants Over Time

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

118590200920172024YearValue
118Latest 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
20241118$17,331,116$1,126,736$9,549iApproximate average salary by contribution assumption: employee only about $238,715 at 4% or $159,144 at 6%; with 50% employer match about $159,144 at 4% or $106,096 at 6%; with 100% employer match about $119,358 at 4% or $79,572 at 6%.
The Carey School Defined Contribution Retirement Plan-118$17,331,116$1,126,736$9,549iApproximate average salary by contribution assumption: employee only about $238,715 at 4% or $159,144 at 6%; with 50% employer match about $159,144 at 4% or $106,096 at 6%; with 100% employer match about $119,358 at 4% or $79,572 at 6%.
20231112$14,367,142$990,868$8,847iApproximate average salary by contribution assumption: employee only about $221,176 at 4% or $147,451 at 6%; with 50% employer match about $147,451 at 4% or $98,300 at 6%; with 100% employer match about $110,588 at 4% or $73,725 at 6%.
The Carey School Defined Contribution Retirement Plan-112$14,367,142$990,868$8,847iApproximate average salary by contribution assumption: employee only about $221,176 at 4% or $147,451 at 6%; with 50% employer match about $147,451 at 4% or $98,300 at 6%; with 100% employer match about $110,588 at 4% or $73,725 at 6%.
20221114$11,609,608$907,875$7,964iApproximate average salary by contribution assumption: employee only about $199,095 at 4% or $132,730 at 6%; with 50% employer match about $132,730 at 4% or $88,487 at 6%; with 100% employer match about $99,548 at 4% or $66,365 at 6%.
The Carey School Defined Contribution Retirement Plan-114$11,609,608$907,875$7,964iApproximate average salary by contribution assumption: employee only about $199,095 at 4% or $132,730 at 6%; with 50% employer match about $132,730 at 4% or $88,487 at 6%; with 100% employer match about $99,548 at 4% or $66,365 at 6%.
20211105$13,066,213$1,327,731$12,645iApproximate average salary by contribution assumption: employee only about $316,126 at 4% or $210,751 at 6%; with 50% employer match about $210,751 at 4% or $140,501 at 6%; with 100% employer match about $158,063 at 4% or $105,375 at 6%.
The Carey School Defined Contribution Retirement Plan-105$13,066,213$1,327,731$12,645iApproximate average salary by contribution assumption: employee only about $316,126 at 4% or $210,751 at 6%; with 50% employer match about $210,751 at 4% or $140,501 at 6%; with 100% employer match about $158,063 at 4% or $105,375 at 6%.
2020197$10,425,745$810,977$8,361iApproximate average salary by contribution assumption: employee only about $209,015 at 4% or $139,343 at 6%; with 50% employer match about $139,343 at 4% or $92,895 at 6%; with 100% employer match about $104,507 at 4% or $69,672 at 6%.
The Carey School Defined Contribution Retirement Plan-97$10,425,745$810,977$8,361iApproximate average salary by contribution assumption: employee only about $209,015 at 4% or $139,343 at 6%; with 50% employer match about $139,343 at 4% or $92,895 at 6%; with 100% employer match about $104,507 at 4% or $69,672 at 6%.
2019199$8,199,774$1,042,012$10,525iApproximate average salary by contribution assumption: employee only about $263,134 at 4% or $175,423 at 6%; with 50% employer match about $175,423 at 4% or $116,949 at 6%; with 100% employer match about $131,567 at 4% or $87,711 at 6%.
The Carey School Defined Contribution Retirement Plan-99$8,199,774$1,042,012$10,525iApproximate average salary by contribution assumption: employee only about $263,134 at 4% or $175,423 at 6%; with 50% employer match about $175,423 at 4% or $116,949 at 6%; with 100% employer match about $131,567 at 4% or $87,711 at 6%.
2018197$6,583,261$991,500$10,222iApproximate average salary by contribution assumption: employee only about $255,541 at 4% or $170,361 at 6%; with 50% employer match about $170,361 at 4% or $113,574 at 6%; with 100% employer match about $127,771 at 4% or $85,180 at 6%.
The Carey School Defined Contribution Retirement Plan-97$6,583,261$991,500$10,222iApproximate average salary by contribution assumption: employee only about $255,541 at 4% or $170,361 at 6%; with 50% employer match about $170,361 at 4% or $113,574 at 6%; with 100% employer match about $127,771 at 4% or $85,180 at 6%.
2017191$6,709,838$839,478$9,225iApproximate average salary by contribution assumption: employee only about $230,626 at 4% or $153,751 at 6%; with 50% employer match about $153,751 at 4% or $102,500 at 6%; with 100% employer match about $115,313 at 4% or $76,875 at 6%.
The Carey School Defined Contribution Retirement Plan-91$6,709,838$839,478$9,225iApproximate average salary by contribution assumption: employee only about $230,626 at 4% or $153,751 at 6%; with 50% employer match about $153,751 at 4% or $102,500 at 6%; with 100% employer match about $115,313 at 4% or $76,875 at 6%.
2016184$5,257,124$755,471$8,994iApproximate average salary by contribution assumption: employee only about $224,843 at 4% or $149,895 at 6%; with 50% employer match about $149,895 at 4% or $99,930 at 6%; with 100% employer match about $112,421 at 4% or $74,948 at 6%.
The Carey School Defined Contribution Retirement Plan-84$5,257,124$755,471$8,994iApproximate average salary by contribution assumption: employee only about $224,843 at 4% or $149,895 at 6%; with 50% employer match about $149,895 at 4% or $99,930 at 6%; with 100% employer match about $112,421 at 4% or $74,948 at 6%.
2015182$4,586,939$634,969$7,744iApproximate average salary by contribution assumption: employee only about $193,588 at 4% or $129,059 at 6%; with 50% employer match about $129,059 at 4% or $86,039 at 6%; with 100% employer match about $96,794 at 4% or $64,529 at 6%.
The Carey School Defined Contribution Retirement Plan-82$4,586,939$634,969$7,744iApproximate average salary by contribution assumption: employee only about $193,588 at 4% or $129,059 at 6%; with 50% employer match about $129,059 at 4% or $86,039 at 6%; with 100% employer match about $96,794 at 4% or $64,529 at 6%.
2014171$4,371,332$569,318$8,019iApproximate average salary by contribution assumption: employee only about $200,464 at 4% or $133,643 at 6%; with 50% employer match about $133,643 at 4% or $89,095 at 6%; with 100% employer match about $100,232 at 4% or $66,821 at 6%.
The Carey School Defined Contribution Retirement Plan-71$4,371,332$569,318$8,019iApproximate average salary by contribution assumption: employee only about $200,464 at 4% or $133,643 at 6%; with 50% employer match about $133,643 at 4% or $89,095 at 6%; with 100% employer match about $100,232 at 4% or $66,821 at 6%.
2013168$3,719,362$547,885$8,057iApproximate average salary by contribution assumption: employee only about $201,428 at 4% or $134,286 at 6%; with 50% employer match about $134,286 at 4% or $89,524 at 6%; with 100% employer match about $100,714 at 4% or $67,143 at 6%.
The Carey School Defined Contribution Retirement Plan-68$3,719,362$547,885$8,057iApproximate average salary by contribution assumption: employee only about $201,428 at 4% or $134,286 at 6%; with 50% employer match about $134,286 at 4% or $89,524 at 6%; with 100% employer match about $100,714 at 4% or $67,143 at 6%.
2012162$3,066,796$499,581$8,058iApproximate average salary by contribution assumption: employee only about $201,444 at 4% or $134,296 at 6%; with 50% employer match about $134,296 at 4% or $89,531 at 6%; with 100% employer match about $100,722 at 4% or $67,148 at 6%.
The Carey School Defined Contribution Retirement Plan-62$3,066,796$499,581$8,058iApproximate average salary by contribution assumption: employee only about $201,444 at 4% or $134,296 at 6%; with 50% employer match about $134,296 at 4% or $89,531 at 6%; with 100% employer match about $100,722 at 4% or $67,148 at 6%.
2011157$2,452,961$493,293$8,654iApproximate average salary by contribution assumption: employee only about $216,357 at 4% or $144,238 at 6%; with 50% employer match about $144,238 at 4% or $96,158 at 6%; with 100% employer match about $108,178 at 4% or $72,119 at 6%.
The Carey School Defined Contribution Retirement Plan-57$2,452,961$493,293$8,654iApproximate average salary by contribution assumption: employee only about $216,357 at 4% or $144,238 at 6%; with 50% employer match about $144,238 at 4% or $96,158 at 6%; with 100% employer match about $108,178 at 4% or $72,119 at 6%.
2010150$2,293,910$547,119$10,942iApproximate average salary by contribution assumption: employee only about $273,560 at 4% or $182,373 at 6%; with 50% employer match about $182,373 at 4% or $121,582 at 6%; with 100% employer match about $136,780 at 4% or $91,187 at 6%.
The Carey School Defined Contribution Retirement Plan-50$2,293,910$547,119$10,942iApproximate average salary by contribution assumption: employee only about $273,560 at 4% or $182,373 at 6%; with 50% employer match about $182,373 at 4% or $121,582 at 6%; with 100% employer match about $136,780 at 4% or $91,187 at 6%.
2009143$1,675,232$292,653$6,806iApproximate average salary by contribution assumption: employee only about $170,147 at 4% or $113,431 at 6%; with 50% employer match about $113,431 at 4% or $75,621 at 6%; with 100% employer match about $85,074 at 4% or $56,716 at 6%.
The Carey School Defined Contribution Retirement Plan-43$1,675,232$292,653$6,806iApproximate average salary by contribution assumption: employee only about $170,147 at 4% or $113,431 at 6%; with 50% employer match about $113,431 at 4% or $75,621 at 6%; with 100% employer match about $85,074 at 4% or $56,716 at 6%.
200810$0$0-
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200710$0$0-
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200610$0$0-
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200510$0$0-
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200410$0$0-
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200310$0$0-
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200210$0$0-
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200110$0$0-
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