Harvard-Westlake School
Plan context: Harvard-Westlake School Defined Contribution Retirement Plan
EIN 95-1644019 • 67 filings • 11 plans
Current Snapshot
Latest Year
2024
2024 Participants
364
2024 Assets
$220,798,904
2024 Contributions
$9,856,325
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 | 364 | $220,798,904 | $9,856,325 | $27,078iApproximate average salary by contribution assumption: employee only about $676,945 at 4% or $451,297 at 6%; with 50% employer match about $451,297 at 4% or $300,865 at 6%; with 100% employer match about $338,473 at 4% or $225,648 at 6%. |
| Harvard-Westlake School Defined Contribution Retirement Plan | - | 364 | $220,798,904 | $9,856,325 | $27,078iApproximate average salary by contribution assumption: employee only about $676,945 at 4% or $451,297 at 6%; with 50% employer match about $451,297 at 4% or $300,865 at 6%; with 100% employer match about $338,473 at 4% or $225,648 at 6%. |
| Group Life, Ad&D, Long Term Disability | - | 338 | - | - | - |
| 2023 | 2 | 363 | $197,511,077 | $8,485,601 | $23,376iApproximate average salary by contribution assumption: employee only about $584,408 at 4% or $389,605 at 6%; with 50% employer match about $389,605 at 4% or $259,737 at 6%; with 100% employer match about $292,204 at 4% or $194,803 at 6%. |
| Harvard-Westlake School Defined Contribution Retirement Plan | - | 363 | $197,511,077 | $8,485,601 | $23,376iApproximate average salary by contribution assumption: employee only about $584,408 at 4% or $389,605 at 6%; with 50% employer match about $389,605 at 4% or $259,737 at 6%; with 100% employer match about $292,204 at 4% or $194,803 at 6%. |
| Group Life, Ad&D, Long Term Disability | - | 335 | - | - | - |
| 2022 | 2 | 345 | $167,803,722 | $8,108,716 | $23,504iApproximate average salary by contribution assumption: employee only about $587,588 at 4% or $391,725 at 6%; with 50% employer match about $391,725 at 4% or $261,150 at 6%; with 100% employer match about $293,794 at 4% or $195,863 at 6%. |
| Harvard-Westlake School Defined Contribution Retirement Plan | - | 345 | $167,803,722 | $8,108,716 | $23,504iApproximate average salary by contribution assumption: employee only about $587,588 at 4% or $391,725 at 6%; with 50% employer match about $391,725 at 4% or $261,150 at 6%; with 100% employer match about $293,794 at 4% or $195,863 at 6%. |
| Group Life, Ad&D, Long Term Disability | - | 332 | - | - | - |
| 2021 | 3 | 357 | $192,795,748 | $7,313,902 | $20,487iApproximate average salary by contribution assumption: employee only about $512,178 at 4% or $341,452 at 6%; with 50% employer match about $341,452 at 4% or $227,635 at 6%; with 100% employer match about $256,089 at 4% or $170,726 at 6%. |
| Harvard-Westlake School Defined Contribution Retirement Plan | - | 357 | $192,795,748 | $7,313,902 | $20,487iApproximate average salary by contribution assumption: employee only about $512,178 at 4% or $341,452 at 6%; with 50% employer match about $341,452 at 4% or $227,635 at 6%; with 100% employer match about $256,089 at 4% or $170,726 at 6%. |
| Medical/Dental | - | 330 | - | - | - |
| Group Life, Ad&D, Long Term Disability | - | 332 | - | - | - |
| 2020 | 3 | 347 | $172,540,647 | $6,946,508 | $20,019iApproximate average salary by contribution assumption: employee only about $500,469 at 4% or $333,646 at 6%; with 50% employer match about $333,646 at 4% or $222,431 at 6%; with 100% employer match about $250,234 at 4% or $166,823 at 6%. |
| Harvard-Westlake School Defined Contribution Retirement Plan | - | 347 | $172,540,647 | $6,946,508 | $20,019iApproximate average salary by contribution assumption: employee only about $500,469 at 4% or $333,646 at 6%; with 50% employer match about $333,646 at 4% or $222,431 at 6%; with 100% employer match about $250,234 at 4% or $166,823 at 6%. |
| Medical/Dental | - | 328 | - | - | - |
| Group Life, Ad&D, Long Term Disability | - | 330 | - | - | - |
| 2019 | 3 | 349 | $151,258,196 | $6,668,567 | $19,108iApproximate average salary by contribution assumption: employee only about $477,691 at 4% or $318,461 at 6%; with 50% employer match about $318,461 at 4% or $212,307 at 6%; with 100% employer match about $238,846 at 4% or $159,230 at 6%. |
| Harvard-Westlake School Defined Contribution Retirement Plan | - | 349 | $151,258,196 | $6,668,567 | $19,108iApproximate average salary by contribution assumption: employee only about $477,691 at 4% or $318,461 at 6%; with 50% employer match about $318,461 at 4% or $212,307 at 6%; with 100% employer match about $238,846 at 4% or $159,230 at 6%. |
| Group Life, Ad&D, Long Term Disability | - | 329 | - | - | - |
| Medical/Dental | - | 330 | - | - | - |
| 2018 | 3 | 339 | $128,831,428 | $7,743,902 | $22,843iApproximate average salary by contribution assumption: employee only about $571,084 at 4% or $380,723 at 6%; with 50% employer match about $380,723 at 4% or $253,815 at 6%; with 100% employer match about $285,542 at 4% or $190,361 at 6%. |
| Harvard-Westlake School Defined Contribution Retirement Plan | - | 339 | $128,831,428 | $7,743,902 | $22,843iApproximate average salary by contribution assumption: employee only about $571,084 at 4% or $380,723 at 6%; with 50% employer match about $380,723 at 4% or $253,815 at 6%; with 100% employer match about $285,542 at 4% or $190,361 at 6%. |
| Medical/Dental | - | 325 | - | - | - |
| Group Life, Ad&D, Long Term Disability | - | 322 | - | - | - |
| 2017 | 3 | 337 | $134,590,543 | $6,837,901 | $20,291iApproximate average salary by contribution assumption: employee only about $507,263 at 4% or $338,175 at 6%; with 50% employer match about $338,175 at 4% or $225,450 at 6%; with 100% employer match about $253,631 at 4% or $169,088 at 6%. |
| Harvard-Westlake School Defined Contribution Retirement Plan | - | 337 | $134,590,543 | $6,837,901 | $20,291iApproximate average salary by contribution assumption: employee only about $507,263 at 4% or $338,175 at 6%; with 50% employer match about $338,175 at 4% or $225,450 at 6%; with 100% employer match about $253,631 at 4% or $169,088 at 6%. |
| Group Life, Ad&D, Long Term Disability | - | 321 | - | - | - |
| Medical/Dental | - | 326 | - | - | - |
| 2016 | 3 | 338 | $121,494,268 | $6,824,841 | $20,192iApproximate average salary by contribution assumption: employee only about $504,796 at 4% or $336,531 at 6%; with 50% employer match about $336,531 at 4% or $224,354 at 6%; with 100% employer match about $252,398 at 4% or $168,265 at 6%. |
| Harvard-Westlake School Defined Contribution Retirement Plan | - | 338 | $121,494,268 | $6,824,841 | $20,192iApproximate average salary by contribution assumption: employee only about $504,796 at 4% or $336,531 at 6%; with 50% employer match about $336,531 at 4% or $224,354 at 6%; with 100% employer match about $252,398 at 4% or $168,265 at 6%. |
| Group Life, Ad&D, Long Term Disability | - | 320 | - | - | - |
| Medical/Dental | - | 318 | - | - | - |
| 2015 | 3 | 348 | $113,717,376 | $6,819,504 | $19,596iApproximate average salary by contribution assumption: employee only about $489,907 at 4% or $326,605 at 6%; with 50% employer match about $326,605 at 4% or $217,736 at 6%; with 100% employer match about $244,953 at 4% or $163,302 at 6%. |
| Harvard-Westlake School Defined Contribution Retirement Plan | - | 348 | $113,717,376 | $6,819,504 | $19,596iApproximate average salary by contribution assumption: employee only about $489,907 at 4% or $326,605 at 6%; with 50% employer match about $326,605 at 4% or $217,736 at 6%; with 100% employer match about $244,953 at 4% or $163,302 at 6%. |
| Group Life, Ad&D, Long Term Disability | - | 324 | - | - | - |
| Medical/Dental | - | 315 | - | - | - |
| 2014 | 3 | 321 | $108,891,418 | $6,312,484 | $19,665iApproximate average salary by contribution assumption: employee only about $491,626 at 4% or $327,751 at 6%; with 50% employer match about $327,751 at 4% or $218,501 at 6%; with 100% employer match about $245,813 at 4% or $163,875 at 6%. |
| Harvard-Westlake School Defined Contribution Retirement Plan | - | 315 | $108,891,418 | $6,312,484 | $20,040iApproximate average salary by contribution assumption: employee only about $500,991 at 4% or $333,994 at 6%; with 50% employer match about $333,994 at 4% or $222,663 at 6%; with 100% employer match about $250,495 at 4% or $166,997 at 6%. |
| Medical/Dental | - | 319 | - | - | - |
| Group Life, Ad&D, Long Term Disability | - | 321 | - | - | - |
| 2013 | 3 | 316 | $100,623,933 | $6,295,972 | $19,924iApproximate average salary by contribution assumption: employee only about $498,099 at 4% or $332,066 at 6%; with 50% employer match about $332,066 at 4% or $221,377 at 6%; with 100% employer match about $249,050 at 4% or $166,033 at 6%. |
| Harvard-Westlake School Defined Contribution Retirement Plan | - | 316 | $100,623,933 | $6,295,972 | $19,924iApproximate average salary by contribution assumption: employee only about $498,099 at 4% or $332,066 at 6%; with 50% employer match about $332,066 at 4% or $221,377 at 6%; with 100% employer match about $249,050 at 4% or $166,033 at 6%. |
| Group Life, Ad&D, Long Term Disability | - | 312 | - | - | - |
| Medical/Dental | - | 315 | - | - | - |
| 2012 | 3 | 368 | $82,314,516 | $4,924,718 | $13,382iApproximate average salary by contribution assumption: employee only about $334,560 at 4% or $223,040 at 6%; with 50% employer match about $223,040 at 4% or $148,693 at 6%; with 100% employer match about $167,280 at 4% or $111,520 at 6%. |
| Harvard-Westlake School Defined Contribution Retirement Plan | - | 368 | $82,314,516 | $4,924,718 | $13,382iApproximate average salary by contribution assumption: employee only about $334,560 at 4% or $223,040 at 6%; with 50% employer match about $223,040 at 4% or $148,693 at 6%; with 100% employer match about $167,280 at 4% or $111,520 at 6%. |
| Group Life, Ad&D, Long Term Disability | - | 314 | - | - | - |
| Medical/Dental | - | 315 | - | - | - |
| 2011 | 3 | 434 | $71,538,927 | $4,749,180 | $10,943iApproximate average salary by contribution assumption: employee only about $273,570 at 4% or $182,380 at 6%; with 50% employer match about $182,380 at 4% or $121,587 at 6%; with 100% employer match about $136,785 at 4% or $91,190 at 6%. |
| Harvard-Westlake School Defined Contribution Retirement Plan | - | 434 | $71,538,927 | $4,749,180 | $10,943iApproximate average salary by contribution assumption: employee only about $273,570 at 4% or $182,380 at 6%; with 50% employer match about $182,380 at 4% or $121,587 at 6%; with 100% employer match about $136,785 at 4% or $91,190 at 6%. |
| Group Life, Ad&D, Long Term Disability | - | 314 | - | - | - |
| Medical/Dental | - | 314 | - | - | - |
| 2010 | 3 | 395 | $67,473,751 | $4,516,837 | $11,435iApproximate average salary by contribution assumption: employee only about $285,876 at 4% or $190,584 at 6%; with 50% employer match about $190,584 at 4% or $127,056 at 6%; with 100% employer match about $142,938 at 4% or $95,292 at 6%. |
| Harvard-Westlake School Defined Contribution Retirement Plan | - | 395 | $67,473,751 | $4,516,837 | $11,435iApproximate average salary by contribution assumption: employee only about $285,876 at 4% or $190,584 at 6%; with 50% employer match about $190,584 at 4% or $127,056 at 6%; with 100% employer match about $142,938 at 4% or $95,292 at 6%. |
| Medical/Dental | - | 303 | - | - | - |
| Group Life, Ad&D, Long Term Disability | - | 303 | - | - | - |
| 2009 | 4 | 561 | $59,496,746 | $4,393,104 | $7,831iApproximate average salary by contribution assumption: employee only about $195,771 at 4% or $130,514 at 6%; with 50% employer match about $130,514 at 4% or $87,009 at 6%; with 100% employer match about $97,886 at 4% or $65,257 at 6%. |
| Harvard-Westlake School Defined Contribution Retirement Plan | - | 561 | $59,496,746 | $4,393,104 | $7,831iApproximate average salary by contribution assumption: employee only about $195,771 at 4% or $130,514 at 6%; with 50% employer match about $130,514 at 4% or $87,009 at 6%; with 100% employer match about $97,886 at 4% or $65,257 at 6%. |
| Medical/Dental | - | 129 | - | - | - |
| Medical/Dental | - | 309 | - | - | - |
| Group Life, Ad&D, Long Term Disability | - | 309 | - | - | - |
| 2008 | 3 | 308 | $0 | $0 | - |
| Harvard-Westlake School Defined Contribution Retirement Plan | - | 0 | - | - | - |
| Medical/Dental | - | 116 | - | - | - |
| Medical/Dental | - | 308 | - | - | - |
| 2007 | 3 | 309 | $0 | $0 | - |
| Medical/Dental | - | 309 | - | - | - |
| Harvard-Westlake School Defined Contribution Retirement Plan | - | 0 | - | - | - |
| Medical/Dental | - | 113 | - | - | - |
| 2006 | 2 | 306 | $0 | $0 | - |
| Medical/Dental | - | 306 | - | - | - |
| Harvard-Westlake School Defined Contribution Retirement Plan | - | 0 | - | - | - |
| 2005 | 2 | 303 | $0 | $0 | - |
| Medical/Dental | - | 303 | - | - | - |
| Harvard-Westlake School Defined Contribution Retirement Plan | - | 0 | - | - | - |
| 2004 | 2 | 311 | $0 | $0 | - |
| Medical/Dental | - | 311 | - | - | - |
| Harvard-Westlake School Defined Contribution Retirement Plan | - | 0 | - | - | - |
| 2003 | 2 | 313 | $0 | $0 | - |
| Medical/Dental | - | 313 | - | - | - |
| Harvard-Westlake School Defined Contribution Retirement Plan | - | 0 | - | - | - |
| 2002 | 3 | 306 | $0 | $0 | - |
| Harvard-Westlake School Defined Contribution Retirement Plan | - | 0 | - | - | - |
| Medical/Dental | - | 306 | - | - | - |
| Medical/Dental | - | 0 | - | - | - |
| 2001 | 2 | 292 | $0 | $0 | - |
| Medical/Dental | - | 292 | - | - | - |
| Harvard-Westlake School Defined Contribution Retirement Plan | - | 0 | - | - | - |
| 2000 | 2 | 286 | $0 | $0 | - |
| Harvard-Westlake School Defined Contribution Retirement Plan | - | 0 | - | - | - |
| Medical/Dental | - | 286 | - | - | - |