Civic Intelligence

The Waverly School

Plan context: The Waverly School Defined Contribution Plan

EIN 95-4869859 • Pasadena, CA • 35 filings • 5 plans

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67 West BellevuePasadena, CA 91105
Current Snapshot

Latest Year

2024

2024 Participants

96

2024 Assets

$8,736,819

2024 Contributions

$534,869

Historical Graphs

Total Assets Over Time

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

$8,736,819$4,368,410$0200320152024YearValue
$8,736,819Latest year 2024

Participants Over Time

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

96480200320152024YearValue
96Latest 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
2024296$8,736,819$534,869$5,572iApproximate average salary by contribution assumption: employee only about $139,289 at 4% or $92,859 at 6%; with 50% employer match about $92,859 at 4% or $61,906 at 6%; with 100% employer match about $69,644 at 4% or $46,430 at 6%.
The Waverly School Defined Contribution Plan-96$8,731,007$499,892$5,207iApproximate average salary by contribution assumption: employee only about $130,180 at 4% or $86,787 at 6%; with 50% employer match about $86,787 at 4% or $57,858 at 6%; with 100% employer match about $65,090 at 4% or $43,393 at 6%.
The Waverly School - Flexible Benefits Plan-27$5,812$34,977$1,295iApproximate average salary by contribution assumption: employee only about $32,386 at 4% or $21,591 at 6%; with 50% employer match about $21,591 at 4% or $14,394 at 6%; with 100% employer match about $16,193 at 4% or $10,795 at 6%.
2023269$7,709,971$423,034$6,131iApproximate average salary by contribution assumption: employee only about $153,273 at 4% or $102,182 at 6%; with 50% employer match about $102,182 at 4% or $68,121 at 6%; with 100% employer match about $76,637 at 4% or $51,091 at 6%.
The Waverly School Defined Contribution Plan-69$7,676,776$389,839$5,650iApproximate average salary by contribution assumption: employee only about $141,246 at 4% or $94,164 at 6%; with 50% employer match about $94,164 at 4% or $62,776 at 6%; with 100% employer match about $70,623 at 4% or $47,082 at 6%.
The Waverly School - Flexible Benefits Plan-18$33,195$33,195$1,844iApproximate average salary by contribution assumption: employee only about $46,104 at 4% or $30,736 at 6%; with 50% employer match about $30,736 at 4% or $20,491 at 6%; with 100% employer match about $23,052 at 4% or $15,368 at 6%.
2022260$6,779,073$564,426$9,407iApproximate average salary by contribution assumption: employee only about $235,178 at 4% or $156,785 at 6%; with 50% employer match about $156,785 at 4% or $104,523 at 6%; with 100% employer match about $117,589 at 4% or $78,393 at 6%.
The Waverly School Defined Contribution Plan-60$6,743,782$529,135$8,819iApproximate average salary by contribution assumption: employee only about $220,473 at 4% or $146,982 at 6%; with 50% employer match about $146,982 at 4% or $97,988 at 6%; with 100% employer match about $110,236 at 4% or $73,491 at 6%.
The Waverly School - Flexible Benefits Plan-18$35,291$35,291$1,961iApproximate average salary by contribution assumption: employee only about $49,015 at 4% or $32,677 at 6%; with 50% employer match about $32,677 at 4% or $21,785 at 6%; with 100% employer match about $24,508 at 4% or $16,338 at 6%.
2021254$7,560,908$473,901$8,776iApproximate average salary by contribution assumption: employee only about $219,399 at 4% or $146,266 at 6%; with 50% employer match about $146,266 at 4% or $97,510 at 6%; with 100% employer match about $109,699 at 4% or $73,133 at 6%.
The Waverly School Defined Contribution Plan-54$7,529,016$442,009$8,185iApproximate average salary by contribution assumption: employee only about $204,634 at 4% or $136,423 at 6%; with 50% employer match about $136,423 at 4% or $90,948 at 6%; with 100% employer match about $102,317 at 4% or $68,211 at 6%.
The Waverly School - Flexible Benefits Plan-18$31,892$31,892$1,772iApproximate average salary by contribution assumption: employee only about $44,294 at 4% or $29,530 at 6%; with 50% employer match about $29,530 at 4% or $19,686 at 6%; with 100% employer match about $22,147 at 4% or $14,765 at 6%.
2020259$6,399,529$483,812$8,200iApproximate average salary by contribution assumption: employee only about $205,005 at 4% or $136,670 at 6%; with 50% employer match about $136,670 at 4% or $91,113 at 6%; with 100% employer match about $102,503 at 4% or $68,335 at 6%.
The Waverly School Defined Contribution Plan-59$6,359,984$444,267$7,530iApproximate average salary by contribution assumption: employee only about $188,249 at 4% or $125,499 at 6%; with 50% employer match about $125,499 at 4% or $83,666 at 6%; with 100% employer match about $94,124 at 4% or $62,750 at 6%.
The Waverly School - Flexible Benefits Plan-20$39,545$39,545$1,977iApproximate average salary by contribution assumption: employee only about $49,431 at 4% or $32,954 at 6%; with 50% employer match about $32,954 at 4% or $21,969 at 6%; with 100% employer match about $24,716 at 4% or $16,477 at 6%.
2019263$5,765,391$460,350$7,307iApproximate average salary by contribution assumption: employee only about $182,679 at 4% or $121,786 at 6%; with 50% employer match about $121,786 at 4% or $81,190 at 6%; with 100% employer match about $91,339 at 4% or $60,893 at 6%.
The Waverly School Defined Contribution Plan-63$5,720,129$415,088$6,589iApproximate average salary by contribution assumption: employee only about $164,717 at 4% or $109,812 at 6%; with 50% employer match about $109,812 at 4% or $73,208 at 6%; with 100% employer match about $82,359 at 4% or $54,906 at 6%.
The Waverly School - Flexible Benefits Plan-26$45,262$45,262$1,741iApproximate average salary by contribution assumption: employee only about $43,521 at 4% or $29,014 at 6%; with 50% employer match about $29,014 at 4% or $19,343 at 6%; with 100% employer match about $21,761 at 4% or $14,507 at 6%.
2018165$4,828,574$386,809$5,951iApproximate average salary by contribution assumption: employee only about $148,773 at 4% or $99,182 at 6%; with 50% employer match about $99,182 at 4% or $66,121 at 6%; with 100% employer match about $74,386 at 4% or $49,591 at 6%.
The Waverly School Defined Contribution Plan-65$4,828,574$386,809$5,951iApproximate average salary by contribution assumption: employee only about $148,773 at 4% or $99,182 at 6%; with 50% employer match about $99,182 at 4% or $66,121 at 6%; with 100% employer match about $74,386 at 4% or $49,591 at 6%.
2017252$4,755,695$339,484$6,529iApproximate average salary by contribution assumption: employee only about $163,213 at 4% or $108,809 at 6%; with 50% employer match about $108,809 at 4% or $72,539 at 6%; with 100% employer match about $81,607 at 4% or $54,404 at 6%.
The Waverly School Defined Contribution Plan-52$4,723,058$306,847$5,901iApproximate average salary by contribution assumption: employee only about $147,523 at 4% or $98,348 at 6%; with 50% employer match about $98,348 at 4% or $65,566 at 6%; with 100% employer match about $73,761 at 4% or $49,174 at 6%.
The Waverly School - Flexible Benefits Plan-25$32,637$32,637$1,305iApproximate average salary by contribution assumption: employee only about $32,637 at 4% or $21,758 at 6%; with 50% employer match about $21,758 at 4% or $14,505 at 6%; with 100% employer match about $16,319 at 4% or $10,879 at 6%.
2016250$4,038,039$361,817$7,236iApproximate average salary by contribution assumption: employee only about $180,909 at 4% or $120,606 at 6%; with 50% employer match about $120,606 at 4% or $80,404 at 6%; with 100% employer match about $90,454 at 4% or $60,303 at 6%.
The Waverly School Defined Contribution Plan-50$4,009,902$333,680$6,674iApproximate average salary by contribution assumption: employee only about $166,840 at 4% or $111,227 at 6%; with 50% employer match about $111,227 at 4% or $74,151 at 6%; with 100% employer match about $83,420 at 4% or $55,613 at 6%.
The Waverly School - Flexible Benefits Plan-17$28,137$28,137$1,655iApproximate average salary by contribution assumption: employee only about $41,378 at 4% or $27,585 at 6%; with 50% employer match about $27,585 at 4% or $18,390 at 6%; with 100% employer match about $20,689 at 4% or $13,793 at 6%.
2015244$3,618,093$401,308$9,121iApproximate average salary by contribution assumption: employee only about $228,016 at 4% or $152,011 at 6%; with 50% employer match about $152,011 at 4% or $101,340 at 6%; with 100% employer match about $114,008 at 4% or $76,005 at 6%.
The Waverly School Defined Contribution Plan-44$3,588,289$371,504$8,443iApproximate average salary by contribution assumption: employee only about $211,082 at 4% or $140,721 at 6%; with 50% employer match about $140,721 at 4% or $93,814 at 6%; with 100% employer match about $105,541 at 4% or $70,361 at 6%.
The Waverly School - Flexible Benefits Plan-18$29,804$29,804$1,656iApproximate average salary by contribution assumption: employee only about $41,394 at 4% or $27,596 at 6%; with 50% employer match about $27,596 at 4% or $18,398 at 6%; with 100% employer match about $20,697 at 4% or $13,798 at 6%.
2014249$3,361,876$363,490$7,418iApproximate average salary by contribution assumption: employee only about $185,454 at 4% or $123,636 at 6%; with 50% employer match about $123,636 at 4% or $82,424 at 6%; with 100% employer match about $92,727 at 4% or $61,818 at 6%.
The Waverly School Defined Contribution Plan-49$3,361,876$341,171$6,963iApproximate average salary by contribution assumption: employee only about $174,067 at 4% or $116,045 at 6%; with 50% employer match about $116,045 at 4% or $77,363 at 6%; with 100% employer match about $87,033 at 4% or $58,022 at 6%.
The Waverly School - Flexible Benefits Plan-14-$22,319$1,594iApproximate average salary by contribution assumption: employee only about $39,855 at 4% or $26,570 at 6%; with 50% employer match about $26,570 at 4% or $17,713 at 6%; with 100% employer match about $19,928 at 4% or $13,285 at 6%.
2013243$2,838,359$289,251$6,727iApproximate average salary by contribution assumption: employee only about $168,169 at 4% or $112,113 at 6%; with 50% employer match about $112,113 at 4% or $74,742 at 6%; with 100% employer match about $84,085 at 4% or $56,056 at 6%.
The Waverly School Defined Contribution Plan-43$2,837,820$268,622$6,247iApproximate average salary by contribution assumption: employee only about $156,176 at 4% or $104,117 at 6%; with 50% employer match about $104,117 at 4% or $69,411 at 6%; with 100% employer match about $78,088 at 4% or $52,059 at 6%.
The Waverly School - Flexible Benefits Plan-16$539$20,629$1,289iApproximate average salary by contribution assumption: employee only about $32,233 at 4% or $21,489 at 6%; with 50% employer match about $21,489 at 4% or $14,326 at 6%; with 100% employer match about $16,116 at 4% or $10,744 at 6%.
2012237$2,254,277$283,630$7,666iApproximate average salary by contribution assumption: employee only about $191,642 at 4% or $127,761 at 6%; with 50% employer match about $127,761 at 4% or $85,174 at 6%; with 100% employer match about $95,821 at 4% or $63,881 at 6%.
The Waverly School Defined Contribution Plan-37$2,253,921$256,880$6,943iApproximate average salary by contribution assumption: employee only about $173,568 at 4% or $115,712 at 6%; with 50% employer match about $115,712 at 4% or $77,141 at 6%; with 100% employer match about $86,784 at 4% or $57,856 at 6%.
The Waverly School - Flexible Benefits Plan-15$356$26,750$1,783iApproximate average salary by contribution assumption: employee only about $44,583 at 4% or $29,722 at 6%; with 50% employer match about $29,722 at 4% or $19,815 at 6%; with 100% employer match about $22,292 at 4% or $14,861 at 6%.
2011134$1,820,770$261,865$7,702iApproximate average salary by contribution assumption: employee only about $192,548 at 4% or $128,365 at 6%; with 50% employer match about $128,365 at 4% or $85,577 at 6%; with 100% employer match about $96,274 at 4% or $64,183 at 6%.
The Waverly School Defined Contribution Plan-34$1,820,770$261,865$7,702iApproximate average salary by contribution assumption: employee only about $192,548 at 4% or $128,365 at 6%; with 50% employer match about $128,365 at 4% or $85,577 at 6%; with 100% employer match about $96,274 at 4% or $64,183 at 6%.
2010137$1,568,511$243,980$6,594iApproximate average salary by contribution assumption: employee only about $164,851 at 4% or $109,901 at 6%; with 50% employer match about $109,901 at 4% or $73,267 at 6%; with 100% employer match about $82,426 at 4% or $54,950 at 6%.
The Waverly School Defined Contribution Plan-37$1,568,511$243,980$6,594iApproximate average salary by contribution assumption: employee only about $164,851 at 4% or $109,901 at 6%; with 50% employer match about $109,901 at 4% or $73,267 at 6%; with 100% employer match about $82,426 at 4% or $54,950 at 6%.
2009150$1,239,286$293,160$5,863iApproximate average salary by contribution assumption: employee only about $146,580 at 4% or $97,720 at 6%; with 50% employer match about $97,720 at 4% or $65,147 at 6%; with 100% employer match about $73,290 at 4% or $48,860 at 6%.
The Waverly School Defined Contribution Plan-50$1,239,286$293,160$5,863iApproximate average salary by contribution assumption: employee only about $146,580 at 4% or $97,720 at 6%; with 50% employer match about $97,720 at 4% or $65,147 at 6%; with 100% employer match about $73,290 at 4% or $48,860 at 6%.
200820$0$0-
THE WAVERLY SCHOOL TAX DEFERRED ANNUITY TDA PLAN-0---
The Waverly School Defined Contribution Plan-0---
200610$0$0-
The Waverly School Defined Contribution Plan-0---
2005128$85,433$41,721$1,490iApproximate average salary by contribution assumption: employee only about $37,251 at 4% or $24,834 at 6%; with 50% employer match about $24,834 at 4% or $16,556 at 6%; with 100% employer match about $18,625 at 4% or $12,417 at 6%.
The Waverly School Defined Contribution Plan-28$85,433$41,721$1,490iApproximate average salary by contribution assumption: employee only about $37,251 at 4% or $24,834 at 6%; with 50% employer match about $24,834 at 4% or $16,556 at 6%; with 100% employer match about $18,625 at 4% or $12,417 at 6%.
2004128$43,712$26,132$933iApproximate average salary by contribution assumption: employee only about $23,332 at 4% or $15,555 at 6%; with 50% employer match about $15,555 at 4% or $10,370 at 6%; with 100% employer match about $11,666 at 4% or $7,777 at 6%.
The Waverly School Defined Contribution Plan-28$43,712$26,132$933iApproximate average salary by contribution assumption: employee only about $23,332 at 4% or $15,555 at 6%; with 50% employer match about $15,555 at 4% or $10,370 at 6%; with 100% employer match about $11,666 at 4% or $7,777 at 6%.
2003225$17,580$17,580$703iApproximate average salary by contribution assumption: employee only about $17,580 at 4% or $11,720 at 6%; with 50% employer match about $11,720 at 4% or $7,813 at 6%; with 100% employer match about $8,790 at 4% or $5,860 at 6%.
The Waverly School Defined Contribution Plan-25$17,580$17,580$703iApproximate average salary by contribution assumption: employee only about $17,580 at 4% or $11,720 at 6%; with 50% employer match about $11,720 at 4% or $7,813 at 6%; with 100% employer match about $8,790 at 4% or $5,860 at 6%.
THE WAVERLY SCHOOL TAX DEFERRED ANNUITY TDA PLAN-0---