Episcopal Homes Foundation
Plan context: Episcopal Senior Communities Retirement Income Plan
EIN 94-6130471 • Walnut Creek, CA • 79 filings • 21 plans
Current Snapshot
Latest Year
2024
2024 Participants
430
2024 Assets
$58,845,475
2024 Contributions
$156,376
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 | 430 | $58,845,475 | $0 | - |
| Episcopal Senior Communities Retirement Income Plan | - | 430 | $53,767,514 | - | - |
| Episcopal Senior Communities 403(B) Plan | - | 124 | $5,077,961 | - | - |
| 2023 | 2 | 473 | $58,642,857 | $156,376 | $331iApproximate average salary by contribution assumption: employee only about $8,265 at 4% or $5,510 at 6%; with 50% employer match about $5,510 at 4% or $3,673 at 6%; with 100% employer match about $4,133 at 4% or $2,755 at 6%. |
| Episcopal Senior Communities Retirement Income Plan | - | 473 | $53,770,731 | - | - |
| Episcopal Senior Communities 403(B) Plan | - | 127 | $4,872,126 | $156,376 | $1,231iApproximate average salary by contribution assumption: employee only about $30,783 at 4% or $20,522 at 6%; with 50% employer match about $20,522 at 4% or $13,681 at 6%; with 100% employer match about $15,391 at 4% or $10,261 at 6%. |
| 2022 | 2 | 1,103 | $86,516,729 | $1,662,123 | $1,507iApproximate average salary by contribution assumption: employee only about $37,673 at 4% or $25,115 at 6%; with 50% employer match about $25,115 at 4% or $16,743 at 6%; with 100% employer match about $18,836 at 4% or $12,558 at 6%. |
| Episcopal Senior Communities Retirement Income Plan | - | 539 | $50,272,595 | - | - |
| Episcopal Senior Communities 403(B) Plan | - | 1,103 | $36,244,134 | $1,662,123 | $1,507iApproximate average salary by contribution assumption: employee only about $37,673 at 4% or $25,115 at 6%; with 50% employer match about $25,115 at 4% or $16,743 at 6%; with 100% employer match about $18,836 at 4% or $12,558 at 6%. |
| 2021 | 3 | 1,122 | $109,674,437 | $6,413,488 | $5,716iApproximate average salary by contribution assumption: employee only about $142,903 at 4% or $95,269 at 6%; with 50% employer match about $95,269 at 4% or $63,512 at 6%; with 100% employer match about $71,452 at 4% or $47,634 at 6%. |
| Episcopal Senior Communities Retirement Income Plan | - | 652 | $63,776,549 | - | - |
| Episcopal Senior Communities 403(B) Plan | - | 1,122 | $45,897,888 | $6,413,488 | $5,716iApproximate average salary by contribution assumption: employee only about $142,903 at 4% or $95,269 at 6%; with 50% employer match about $95,269 at 4% or $63,512 at 6%; with 100% employer match about $71,452 at 4% or $47,634 at 6%. |
| Episcopal Homes Foundation Group Life Insurance | - | - | - | - | - |
| 2020 | 3 | 1,089 | $99,132,807 | $4,183,395 | $3,842iApproximate average salary by contribution assumption: employee only about $96,038 at 4% or $64,025 at 6%; with 50% employer match about $64,025 at 4% or $42,683 at 6%; with 100% employer match about $48,019 at 4% or $32,013 at 6%. |
| Episcopal Senior Communities Retirement Income Plan | - | 925 | $59,310,208 | - | - |
| Episcopal Senior Communities 403(B) Plan | - | 1,089 | $39,822,599 | $4,183,395 | $3,842iApproximate average salary by contribution assumption: employee only about $96,038 at 4% or $64,025 at 6%; with 50% employer match about $64,025 at 4% or $42,683 at 6%; with 100% employer match about $48,019 at 4% or $32,013 at 6%. |
| Episcopal Homes Foundation Group Life Insurance | - | 715 | - | - | - |
| 2019 | 3 | 1,122 | $89,067,928 | $6,580,553 | $5,865iApproximate average salary by contribution assumption: employee only about $146,626 at 4% or $97,750 at 6%; with 50% employer match about $97,750 at 4% or $65,167 at 6%; with 100% employer match about $73,313 at 4% or $48,875 at 6%. |
| Episcopal Senior Communities Retirement Income Plan | - | 786 | $54,440,961 | $2,400,000 | $3,053iApproximate average salary by contribution assumption: employee only about $76,336 at 4% or $50,891 at 6%; with 50% employer match about $50,891 at 4% or $33,927 at 6%; with 100% employer match about $38,168 at 4% or $25,445 at 6%. |
| Episcopal Senior Communities 403(B) Plan | - | 1,122 | $34,626,967 | $4,180,553 | $3,726iApproximate average salary by contribution assumption: employee only about $93,150 at 4% or $62,100 at 6%; with 50% employer match about $62,100 at 4% or $41,400 at 6%; with 100% employer match about $46,575 at 4% or $31,050 at 6%. |
| Episcopal Homes Foundation Group Life Insurance | - | 726 | - | - | - |
| 2018 | 3 | 1,254 | $73,610,585 | $6,647,920 | $5,301iApproximate average salary by contribution assumption: employee only about $132,534 at 4% or $88,356 at 6%; with 50% employer match about $88,356 at 4% or $58,904 at 6%; with 100% employer match about $66,267 at 4% or $44,178 at 6%. |
| Episcopal Senior Communities Retirement Income Plan | - | 872 | $45,693,373 | $2,400,000 | $2,752iApproximate average salary by contribution assumption: employee only about $68,807 at 4% or $45,872 at 6%; with 50% employer match about $45,872 at 4% or $30,581 at 6%; with 100% employer match about $34,404 at 4% or $22,936 at 6%. |
| Episcopal Senior Communities 403(B) Plan | - | 1,254 | $27,917,212 | $4,247,920 | $3,387iApproximate average salary by contribution assumption: employee only about $84,687 at 4% or $56,458 at 6%; with 50% employer match about $56,458 at 4% or $37,639 at 6%; with 100% employer match about $42,344 at 4% or $28,229 at 6%. |
| Episcopal Homes Foundation Group Life Insurance | - | 742 | - | - | - |
| 2017 | 3 | 1,269 | $76,242,445 | $6,087,852 | $4,797iApproximate average salary by contribution assumption: employee only about $119,934 at 4% or $79,956 at 6%; with 50% employer match about $79,956 at 4% or $53,304 at 6%; with 100% employer match about $59,967 at 4% or $39,978 at 6%. |
| Episcopal Senior Communities Retirement Income Plan | - | 957 | $47,949,396 | $2,400,000 | $2,508iApproximate average salary by contribution assumption: employee only about $62,696 at 4% or $41,797 at 6%; with 50% employer match about $41,797 at 4% or $27,865 at 6%; with 100% employer match about $31,348 at 4% or $20,899 at 6%. |
| Episcopal Senior Communities 403(B) Plan | - | 1,269 | $28,293,049 | $3,687,852 | $2,906iApproximate average salary by contribution assumption: employee only about $72,653 at 4% or $48,435 at 6%; with 50% employer match about $48,435 at 4% or $32,290 at 6%; with 100% employer match about $36,326 at 4% or $24,218 at 6%. |
| Episcopal Homes Foundation Group Life Insurance | - | 769 | - | - | - |
| 2016 | 3 | 1,280 | $63,382,311 | $5,707,996 | $4,459iApproximate average salary by contribution assumption: employee only about $111,484 at 4% or $74,323 at 6%; with 50% employer match about $74,323 at 4% or $49,549 at 6%; with 100% employer match about $55,742 at 4% or $37,161 at 6%. |
| Episcopal Senior Communities Retirement Income Plan | - | 902 | $40,464,116 | $2,400,000 | $2,661iApproximate average salary by contribution assumption: employee only about $66,519 at 4% or $44,346 at 6%; with 50% employer match about $44,346 at 4% or $29,564 at 6%; with 100% employer match about $33,259 at 4% or $22,173 at 6%. |
| Episcopal Senior Communities 403(B) Plan | - | 1,280 | $22,918,195 | $3,307,996 | $2,584iApproximate average salary by contribution assumption: employee only about $64,609 at 4% or $43,073 at 6%; with 50% employer match about $43,073 at 4% or $28,715 at 6%; with 100% employer match about $32,305 at 4% or $21,536 at 6%. |
| Episcopal Homes Foundation Group Life Insurance | - | 790 | - | - | - |
| 2015 | 4 | 1,222 | $56,909,447 | $5,358,465 | $4,385iApproximate average salary by contribution assumption: employee only about $109,625 at 4% or $73,083 at 6%; with 50% employer match about $73,083 at 4% or $48,722 at 6%; with 100% employer match about $54,812 at 4% or $36,542 at 6%. |
| Episcopal Senior Communities Retirement Income Plan | - | 871 | $37,063,074 | $2,400,000 | $2,755iApproximate average salary by contribution assumption: employee only about $68,886 at 4% or $45,924 at 6%; with 50% employer match about $45,924 at 4% or $30,616 at 6%; with 100% employer match about $34,443 at 4% or $22,962 at 6%. |
| Episcopal Senior Communities 403(B) Plan | - | 1,222 | $19,846,373 | $2,958,465 | $2,421iApproximate average salary by contribution assumption: employee only about $60,525 at 4% or $40,350 at 6%; with 50% employer match about $40,350 at 4% or $26,900 at 6%; with 100% employer match about $30,263 at 4% or $20,175 at 6%. |
| Episcopal Homes Foundation Group Life Insurance | - | 730 | - | - | - |
| Episcopal Homes Foundatin Group Hospital & Medical | - | 729 | - | - | - |
| 2014 | 3 | 1,042 | $54,897,215 | $4,340,523 | $4,166iApproximate average salary by contribution assumption: employee only about $104,139 at 4% or $69,426 at 6%; with 50% employer match about $69,426 at 4% or $46,284 at 6%; with 100% employer match about $52,070 at 4% or $34,713 at 6%. |
| Episcopal Senior Communities Retirement Income Plan | - | 750 | $36,367,473 | $1,644,569 | $2,193iApproximate average salary by contribution assumption: employee only about $54,819 at 4% or $36,546 at 6%; with 50% employer match about $36,546 at 4% or $24,364 at 6%; with 100% employer match about $27,409 at 4% or $18,273 at 6%. |
| Episcopal Senior Communities 403(B) Plan | - | 1,042 | $18,529,742 | $2,695,954 | $2,587iApproximate average salary by contribution assumption: employee only about $64,682 at 4% or $43,121 at 6%; with 50% employer match about $43,121 at 4% or $28,748 at 6%; with 100% employer match about $32,341 at 4% or $21,561 at 6%. |
| Episcopal Homes Foundation Group Life Insurance | - | 846 | - | - | - |
| 2013 | 3 | 979 | $49,833,362 | $5,361,658 | $5,477iApproximate average salary by contribution assumption: employee only about $136,917 at 4% or $91,278 at 6%; with 50% employer match about $91,278 at 4% or $60,852 at 6%; with 100% employer match about $68,458 at 4% or $45,639 at 6%. |
| Episcopal Senior Communities Retirement Income Plan | - | 681 | $33,657,196 | $3,185,159 | $4,677iApproximate average salary by contribution assumption: employee only about $116,929 at 4% or $77,953 at 6%; with 50% employer match about $77,953 at 4% or $51,969 at 6%; with 100% employer match about $58,465 at 4% or $38,976 at 6%. |
| Episcopal Senior Communities 403(B) Plan | - | 979 | $16,176,166 | $2,176,499 | $2,223iApproximate average salary by contribution assumption: employee only about $55,580 at 4% or $37,053 at 6%; with 50% employer match about $37,053 at 4% or $24,702 at 6%; with 100% employer match about $27,790 at 4% or $18,527 at 6%. |
| Episcopal Homes Foundation Group Life Insurance | - | 823 | - | - | - |
| 2012 | 3 | 1,029 | $40,448,729 | $4,345,383 | $4,223iApproximate average salary by contribution assumption: employee only about $105,573 at 4% or $70,382 at 6%; with 50% employer match about $70,382 at 4% or $46,921 at 6%; with 100% employer match about $52,786 at 4% or $35,191 at 6%. |
| Episcopal Senior Communities Retirement Income Plan | - | 710 | $27,590,910 | $2,338,647 | $3,294iApproximate average salary by contribution assumption: employee only about $82,347 at 4% or $54,898 at 6%; with 50% employer match about $54,898 at 4% or $36,599 at 6%; with 100% employer match about $41,173 at 4% or $27,449 at 6%. |
| Episcopal Senior Communities 403(B) Plan | - | 1,029 | $12,857,819 | $2,006,736 | $1,950iApproximate average salary by contribution assumption: employee only about $48,755 at 4% or $32,503 at 6%; with 50% employer match about $32,503 at 4% or $21,669 at 6%; with 100% employer match about $24,377 at 4% or $16,252 at 6%. |
| Episcopal Homes Foundation Group Life Insurance | - | 635 | - | - | - |
| 2011 | 3 | 991 | $33,753,610 | $3,943,170 | $3,979iApproximate average salary by contribution assumption: employee only about $99,475 at 4% or $66,316 at 6%; with 50% employer match about $66,316 at 4% or $44,211 at 6%; with 100% employer match about $49,737 at 4% or $33,158 at 6%. |
| Episcopal Senior Communities Retirement Income Plan | - | 706 | $23,339,796 | $2,298,068 | $3,255iApproximate average salary by contribution assumption: employee only about $81,376 at 4% or $54,251 at 6%; with 50% employer match about $54,251 at 4% or $36,167 at 6%; with 100% employer match about $40,688 at 4% or $27,125 at 6%. |
| Episcopal Senior Communities 403(B) Plan | - | 991 | $10,413,814 | $1,645,102 | $1,660iApproximate average salary by contribution assumption: employee only about $41,501 at 4% or $27,667 at 6%; with 50% employer match about $27,667 at 4% or $18,445 at 6%; with 100% employer match about $20,751 at 4% or $13,834 at 6%. |
| Episcopal Homes Foundation Group Life Insurance | - | 675 | - | - | - |
| 2010 | 3 | 963 | $32,107,717 | $5,032,097 | $5,225iApproximate average salary by contribution assumption: employee only about $130,636 at 4% or $87,091 at 6%; with 50% employer match about $87,091 at 4% or $58,060 at 6%; with 100% employer match about $65,318 at 4% or $43,545 at 6%. |
| Episcopal Senior Communities Retirement Income Plan | - | 725 | $22,413,906 | $3,357,536 | $4,631iApproximate average salary by contribution assumption: employee only about $115,777 at 4% or $77,185 at 6%; with 50% employer match about $77,185 at 4% or $51,456 at 6%; with 100% employer match about $57,889 at 4% or $38,592 at 6%. |
| EPISCOPAL SENIOR COMMUNITIES 403(B) PLAN | - | 963 | $9,693,811 | $1,674,561 | $1,739iApproximate average salary by contribution assumption: employee only about $43,473 at 4% or $28,982 at 6%; with 50% employer match about $28,982 at 4% or $19,321 at 6%; with 100% employer match about $21,736 at 4% or $14,491 at 6%. |
| Episcopal Homes Foundation Group Life Insurance | - | 550 | - | - | - |
| 2009 | 3 | 901 | $25,993,280 | $3,403,305 | $3,777iApproximate average salary by contribution assumption: employee only about $94,431 at 4% or $62,954 at 6%; with 50% employer match about $62,954 at 4% or $41,969 at 6%; with 100% employer match about $47,216 at 4% or $31,477 at 6%. |
| Episcopal Senior Communities Retirement Income Plan | - | 686 | $17,667,802 | $1,855,368 | $2,705iApproximate average salary by contribution assumption: employee only about $67,615 at 4% or $45,077 at 6%; with 50% employer match about $45,077 at 4% or $30,051 at 6%; with 100% employer match about $33,808 at 4% or $22,538 at 6%. |
| EPISCOPAL SENIOR COMMUNITIES 403(B) PLAN | - | 901 | $8,325,478 | $1,547,937 | $1,718iApproximate average salary by contribution assumption: employee only about $42,951 at 4% or $28,634 at 6%; with 50% employer match about $28,634 at 4% or $19,089 at 6%; with 100% employer match about $21,475 at 4% or $14,317 at 6%. |
| Episcopal Homes Foundation Group Life Insurance | - | 651 | - | - | - |
| 2008 | 3 | 671 | $13,887,200 | $1,097,232 | $1,635iApproximate average salary by contribution assumption: employee only about $40,880 at 4% or $27,254 at 6%; with 50% employer match about $27,254 at 4% or $18,169 at 6%; with 100% employer match about $20,440 at 4% or $13,627 at 6%. |
| Episcopal Senior Communities Retirement Income Plan | - | 671 | $13,887,200 | $1,097,232 | $1,635iApproximate average salary by contribution assumption: employee only about $40,880 at 4% or $27,254 at 6%; with 50% employer match about $27,254 at 4% or $18,169 at 6%; with 100% employer match about $20,440 at 4% or $13,627 at 6%. |
| Episcopal Senior Communities 403(B) Plan | - | 0 | - | - | - |
| Episcopal Homes Foundation Group Life Insurance | - | 645 | - | - | - |
| 2007 | 3 | 632 | $19,939,685 | $1,787,401 | $2,828iApproximate average salary by contribution assumption: employee only about $70,704 at 4% or $47,136 at 6%; with 50% employer match about $47,136 at 4% or $31,424 at 6%; with 100% employer match about $35,352 at 4% or $23,568 at 6%. |
| Episcopal Senior Communities Retirement Income Plan | - | 632 | $19,939,685 | $1,787,401 | $2,828iApproximate average salary by contribution assumption: employee only about $70,704 at 4% or $47,136 at 6%; with 50% employer match about $47,136 at 4% or $31,424 at 6%; with 100% employer match about $35,352 at 4% or $23,568 at 6%. |
| Episcopal Senior Communities 403(B) Plan | - | 0 | - | - | - |
| Episcopal Homes Foundation Group Life Insurance | - | 631 | - | - | - |
| 2006 | 2 | 619 | $17,273,306 | $2,512,939 | $4,060iApproximate average salary by contribution assumption: employee only about $101,492 at 4% or $67,661 at 6%; with 50% employer match about $67,661 at 4% or $45,108 at 6%; with 100% employer match about $50,746 at 4% or $33,831 at 6%. |
| Episcopal Senior Communities Retirement Income Plan | - | 619 | $17,273,306 | $2,512,939 | $4,060iApproximate average salary by contribution assumption: employee only about $101,492 at 4% or $67,661 at 6%; with 50% employer match about $67,661 at 4% or $45,108 at 6%; with 100% employer match about $50,746 at 4% or $33,831 at 6%. |
| Episcopal Homes Foundation Group Life Insurance | - | 602 | - | - | - |
| 2005 | 2 | 647 | $0 | $0 | - |
| Episcopal Homes Foundation Group Life Insurance | - | 556 | - | - | - |
| Episcopal Senior Communities Retirement Income Plan | - | 647 | - | - | - |
| 2004 | 2 | 646 | $11,412,771 | $1,354,389 | $2,097iApproximate average salary by contribution assumption: employee only about $52,414 at 4% or $34,943 at 6%; with 50% employer match about $34,943 at 4% or $23,295 at 6%; with 100% employer match about $26,207 at 4% or $17,471 at 6%. |
| Episcopal Senior Communities Retirement Income Plan | - | 646 | $11,412,771 | $1,354,389 | $2,097iApproximate average salary by contribution assumption: employee only about $52,414 at 4% or $34,943 at 6%; with 50% employer match about $34,943 at 4% or $23,295 at 6%; with 100% employer match about $26,207 at 4% or $17,471 at 6%. |
| Episcopal Homes Foundation Group Life Insurance | - | 577 | - | - | - |
| 2003 | 2 | 906 | $9,940,651 | $2,078,035 | $2,294iApproximate average salary by contribution assumption: employee only about $57,341 at 4% or $38,227 at 6%; with 50% employer match about $38,227 at 4% or $25,485 at 6%; with 100% employer match about $28,670 at 4% or $19,114 at 6%. |
| Episcopal Senior Communities Retirement Income Plan | - | 906 | $9,940,651 | $2,078,035 | $2,294iApproximate average salary by contribution assumption: employee only about $57,341 at 4% or $38,227 at 6%; with 50% employer match about $38,227 at 4% or $25,485 at 6%; with 100% employer match about $28,670 at 4% or $19,114 at 6%. |
| Episcopal Homes Foundation Group Life Insurance | - | 578 | - | - | - |
| 2002 | 5 | 655 | $8,780,350 | $1,436,165 | $2,193iApproximate average salary by contribution assumption: employee only about $54,815 at 4% or $36,544 at 6%; with 50% employer match about $36,544 at 4% or $24,362 at 6%; with 100% employer match about $27,408 at 4% or $18,272 at 6%. |
| Episcopal Senior Communities Retirement Income Plan | - | 655 | $8,780,350 | $1,436,165 | $2,193iApproximate average salary by contribution assumption: employee only about $54,815 at 4% or $36,544 at 6%; with 50% employer match about $36,544 at 4% or $24,362 at 6%; with 100% employer match about $27,408 at 4% or $18,272 at 6%. |
| Episcopal Homes Foundatin Group Hospital & Medical | - | 0 | - | - | - |
| Episcopal Homes Foundation Group Life Insurance | - | 556 | - | - | - |
| Episcopal Homes Foundation Vision Service Plan for Employees | - | 0 | - | - | - |
| Episcopal Homes Foundation Dental Inurance Plan | - | 0 | - | - | - |
| 2001 | 5 | 621 | $7,363,746 | $1,350,115 | $2,174iApproximate average salary by contribution assumption: employee only about $54,352 at 4% or $36,235 at 6%; with 50% employer match about $36,235 at 4% or $24,157 at 6%; with 100% employer match about $27,176 at 4% or $18,117 at 6%. |
| Episcopal Senior Communities Retirement Income Plan | - | 621 | $7,363,746 | $1,350,115 | $2,174iApproximate average salary by contribution assumption: employee only about $54,352 at 4% or $36,235 at 6%; with 50% employer match about $36,235 at 4% or $24,157 at 6%; with 100% employer match about $27,176 at 4% or $18,117 at 6%. |
| Episcopal Homes Foundatin Group Hospital & Medical | - | 600 | - | - | - |
| Episcopal Homes Foundation Dental Inurance Plan | - | 543 | - | - | - |
| Episcopal Homes Foundation Vision Service Plan for Employees | - | 554 | - | - | - |
| Episcopal Homes Foundation Group Life Insurance | - | 522 | - | - | - |
| 2000 | 5 | 637 | $5,959,947 | $375,163 | $589iApproximate average salary by contribution assumption: employee only about $14,724 at 4% or $9,816 at 6%; with 50% employer match about $9,816 at 4% or $6,544 at 6%; with 100% employer match about $7,362 at 4% or $4,908 at 6%. |
| Episcopal Senior Communities Retirement Income Plan | - | 527 | $5,959,947 | $375,163 | $712iApproximate average salary by contribution assumption: employee only about $17,797 at 4% or $11,865 at 6%; with 50% employer match about $11,865 at 4% or $7,910 at 6%; with 100% employer match about $8,899 at 4% or $5,932 at 6%. |
| Episcopal Homes Foundation Dental Inurance Plan | - | 521 | - | - | - |
| Episcopal Homes Foundation Vision Service Plan for Employees | - | 557 | - | - | - |
| Episcopal Homes Foundation Group Life Insurance | - | 637 | - | - | - |
| Episcopal Homes Foundatin Group Hospital & Medical | - | 557 | - | - | - |
| 1999 | 4 | 613 | $0 | $0 | - |
| Episcopal Homes Foundation Vision Service Plan for Employees | - | 536 | - | - | - |
| Episcopal Homes Foundation Dental Inurance Plan | - | 535 | - | - | - |
| Episcopal Homes Foundatin Group Hospital & Medical | - | 530 | - | - | - |
| Episcopal Homes Foundation Group Life Insurance | - | 613 | - | - | - |