Civic Intelligence

Research Affiliates LLC

Plan context: RESEARCH AFFILIATES, LLC 401(K) PLAN

EIN 02-0570299 • Newport Beach, CA • 42 filings • 5 plans

660 Newport Center DriveSuite 300Newport Beach, CA 92660-8038
Current Snapshot

Latest Year

2024

2024 Participants

88

2024 Assets

$36,628,996

2024 Contributions

$2,015,933

Historical Graphs

Total Assets Over Time

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

$42,330,532$21,165,266$0200320142024YearValue
$36,628,996Latest year 2024

Participants Over Time

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

125630200320142024YearValue
88Latest 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
2024288$36,628,996$2,015,933$22,908iApproximate average salary by contribution assumption: employee only about $572,708 at 4% or $381,805 at 6%; with 50% employer match about $381,805 at 4% or $254,537 at 6%; with 100% employer match about $286,354 at 4% or $190,903 at 6%.
RESEARCH AFFILIATES, LLC 401(K) PLAN-88$28,187,788$2,015,933$22,908iApproximate average salary by contribution assumption: employee only about $572,708 at 4% or $381,805 at 6%; with 50% employer match about $381,805 at 4% or $254,537 at 6%; with 100% employer match about $286,354 at 4% or $190,903 at 6%.
Research Affiliates LLC Defined Benefit Plan-87$8,441,208--
2023288$32,784,666$1,947,139$22,127iApproximate average salary by contribution assumption: employee only about $553,164 at 4% or $368,776 at 6%; with 50% employer match about $368,776 at 4% or $245,851 at 6%; with 100% employer match about $276,582 at 4% or $184,388 at 6%.
RESEARCH AFFILIATES, LLC 401(K) PLAN-59$24,466,648$1,947,139$33,002iApproximate average salary by contribution assumption: employee only about $825,059 at 4% or $550,039 at 6%; with 50% employer match about $550,039 at 4% or $366,693 at 6%; with 100% employer match about $412,529 at 4% or $275,020 at 6%.
Research Affiliates LLC Defined Benefit Plan-88$8,318,018--
2022285$32,117,454$2,179,009$25,635iApproximate average salary by contribution assumption: employee only about $640,885 at 4% or $427,257 at 6%; with 50% employer match about $427,257 at 4% or $284,838 at 6%; with 100% employer match about $320,443 at 4% or $213,628 at 6%.
RESEARCH AFFILIATES, LLC 401(K) PLAN-63$23,790,120$2,179,009$34,587iApproximate average salary by contribution assumption: employee only about $864,686 at 4% or $576,457 at 6%; with 50% employer match about $576,457 at 4% or $384,305 at 6%; with 100% employer match about $432,343 at 4% or $288,229 at 6%.
Research Affiliates LLC Defined Benefit Plan-85$8,327,334--
2021292$42,330,532$2,798,370$30,417iApproximate average salary by contribution assumption: employee only about $760,427 at 4% or $506,951 at 6%; with 50% employer match about $506,951 at 4% or $337,967 at 6%; with 100% employer match about $380,213 at 4% or $253,476 at 6%.
RESEARCH AFFILIATES, LLC 401(K) PLAN-69$31,016,392$1,798,370$26,063iApproximate average salary by contribution assumption: employee only about $651,583 at 4% or $434,389 at 6%; with 50% employer match about $434,389 at 4% or $289,593 at 6%; with 100% employer match about $325,792 at 4% or $217,194 at 6%.
Research Affiliates LLC Defined Benefit Plan-92$11,314,140$1,000,000$10,870iApproximate average salary by contribution assumption: employee only about $271,739 at 4% or $181,159 at 6%; with 50% employer match about $181,159 at 4% or $120,773 at 6%; with 100% employer match about $135,870 at 4% or $90,580 at 6%.
20202101$39,180,294$4,820,673$47,729iApproximate average salary by contribution assumption: employee only about $1,193,236 at 4% or $795,491 at 6%; with 50% employer match about $795,491 at 4% or $530,327 at 6%; with 100% employer match about $596,618 at 4% or $397,745 at 6%.
RESEARCH AFFILIATES, LLC 401(K) PLAN-65$28,428,590$2,820,673$43,395iApproximate average salary by contribution assumption: employee only about $1,084,874 at 4% or $723,249 at 6%; with 50% employer match about $723,249 at 4% or $482,166 at 6%; with 100% employer match about $542,437 at 4% or $361,625 at 6%.
Research Affiliates LLC Defined Benefit Plan-101$10,751,704$2,000,000$19,802iApproximate average salary by contribution assumption: employee only about $495,050 at 4% or $330,033 at 6%; with 50% employer match about $330,033 at 4% or $220,022 at 6%; with 100% employer match about $247,525 at 4% or $165,017 at 6%.
20192102$37,913,474$5,219,547$51,172iApproximate average salary by contribution assumption: employee only about $1,279,301 at 4% or $852,867 at 6%; with 50% employer match about $852,867 at 4% or $568,578 at 6%; with 100% employer match about $639,650 at 4% or $426,434 at 6%.
RESEARCH AFFILIATES, LLC 401(K) PLAN-78$28,714,576$3,219,547$41,276iApproximate average salary by contribution assumption: employee only about $1,031,906 at 4% or $687,937 at 6%; with 50% employer match about $687,937 at 4% or $458,625 at 6%; with 100% employer match about $515,953 at 4% or $343,969 at 6%.
Research Affiliates LLC Defined Benefit Plan-102$9,198,898$2,000,000$19,608iApproximate average salary by contribution assumption: employee only about $490,196 at 4% or $326,797 at 6%; with 50% employer match about $326,797 at 4% or $217,865 at 6%; with 100% employer match about $245,098 at 4% or $163,399 at 6%.
20182125$31,613,391$4,209,739$33,678iApproximate average salary by contribution assumption: employee only about $841,948 at 4% or $561,299 at 6%; with 50% employer match about $561,299 at 4% or $374,199 at 6%; with 100% employer match about $420,974 at 4% or $280,649 at 6%.
RESEARCH AFFILIATES, LLC 401(K) PLAN-125$24,614,175$2,804,975$22,440iApproximate average salary by contribution assumption: employee only about $560,995 at 4% or $373,997 at 6%; with 50% employer match about $373,997 at 4% or $249,331 at 6%; with 100% employer match about $280,498 at 4% or $186,998 at 6%.
Research Affiliates LLC Defined Benefit Plan-105$6,999,216$1,404,764$13,379iApproximate average salary by contribution assumption: employee only about $334,468 at 4% or $222,978 at 6%; with 50% employer match about $222,978 at 4% or $148,652 at 6%; with 100% employer match about $167,234 at 4% or $111,489 at 6%.
20172116$30,593,737$3,310,397$28,538iApproximate average salary by contribution assumption: employee only about $713,448 at 4% or $475,632 at 6%; with 50% employer match about $475,632 at 4% or $317,088 at 6%; with 100% employer match about $356,724 at 4% or $237,816 at 6%.
RESEARCH AFFILIATES, LLC 401(K) PLAN-116$24,461,852$2,540,162$21,898iApproximate average salary by contribution assumption: employee only about $547,449 at 4% or $364,966 at 6%; with 50% employer match about $364,966 at 4% or $243,311 at 6%; with 100% employer match about $273,724 at 4% or $182,483 at 6%.
Research Affiliates LLC Defined Benefit Plan-98$6,131,885$770,235$7,860iApproximate average salary by contribution assumption: employee only about $196,489 at 4% or $130,992 at 6%; with 50% employer match about $130,992 at 4% or $87,328 at 6%; with 100% employer match about $98,244 at 4% or $65,496 at 6%.
20162109$24,513,530$3,262,633$29,932iApproximate average salary by contribution assumption: employee only about $748,310 at 4% or $498,874 at 6%; with 50% employer match about $498,874 at 4% or $332,582 at 6%; with 100% employer match about $374,155 at 4% or $249,437 at 6%.
RESEARCH AFFILIATES, LLC 401(K) PLAN-109$19,688,978$2,532,214$23,231iApproximate average salary by contribution assumption: employee only about $580,783 at 4% or $387,189 at 6%; with 50% employer match about $387,189 at 4% or $258,126 at 6%; with 100% employer match about $290,392 at 4% or $193,594 at 6%.
Research Affiliates LLC Defined Benefit Plan-94$4,824,552$730,419$7,770iApproximate average salary by contribution assumption: employee only about $194,260 at 4% or $129,507 at 6%; with 50% employer match about $129,507 at 4% or $86,338 at 6%; with 100% employer match about $97,130 at 4% or $64,753 at 6%.
20152111$19,865,529$3,763,096$33,902iApproximate average salary by contribution assumption: employee only about $847,544 at 4% or $565,029 at 6%; with 50% employer match about $565,029 at 4% or $376,686 at 6%; with 100% employer match about $423,772 at 4% or $282,515 at 6%.
RESEARCH AFFILIATES, LLC 401(K) PLAN-111$16,131,949$2,641,055$23,793iApproximate average salary by contribution assumption: employee only about $594,832 at 4% or $396,555 at 6%; with 50% employer match about $396,555 at 4% or $264,370 at 6%; with 100% employer match about $297,416 at 4% or $198,277 at 6%.
Research Affiliates LLC Defined Benefit Plan-87$3,733,580$1,122,041$12,897iApproximate average salary by contribution assumption: employee only about $322,426 at 4% or $214,950 at 6%; with 50% employer match about $214,950 at 4% or $143,300 at 6%; with 100% employer match about $161,213 at 4% or $107,475 at 6%.
20142103$20,087,751$2,366,792$22,979iApproximate average salary by contribution assumption: employee only about $574,464 at 4% or $382,976 at 6%; with 50% employer match about $382,976 at 4% or $255,317 at 6%; with 100% employer match about $287,232 at 4% or $191,488 at 6%.
RESEARCH AFFILIATES, LLC 401(K) PLAN-103$16,694,485$2,366,792$22,979iApproximate average salary by contribution assumption: employee only about $574,464 at 4% or $382,976 at 6%; with 50% employer match about $382,976 at 4% or $255,317 at 6%; with 100% employer match about $287,232 at 4% or $191,488 at 6%.
Research Affiliates LLC Defined Benefit Plan-79$3,393,266--
2013293$18,306,190$1,863,514$20,038iApproximate average salary by contribution assumption: employee only about $500,945 at 4% or $333,963 at 6%; with 50% employer match about $333,963 at 4% or $222,642 at 6%; with 100% employer match about $250,472 at 4% or $166,982 at 6%.
RESEARCH AFFILIATES, LLC 401(K) PLAN-93$14,831,358$1,863,514$20,038iApproximate average salary by contribution assumption: employee only about $500,945 at 4% or $333,963 at 6%; with 50% employer match about $333,963 at 4% or $222,642 at 6%; with 100% employer match about $250,472 at 4% or $166,982 at 6%.
Research Affiliates LLC Defined Benefit Plan-67$3,474,832--
2012281$17,492,453$1,686,417$20,820iApproximate average salary by contribution assumption: employee only about $520,499 at 4% or $346,999 at 6%; with 50% employer match about $346,999 at 4% or $231,333 at 6%; with 100% employer match about $260,250 at 4% or $173,500 at 6%.
RESEARCH AFFILIATES, LLC 401(K) PLAN-81$13,504,954$1,686,417$20,820iApproximate average salary by contribution assumption: employee only about $520,499 at 4% or $346,999 at 6%; with 50% employer match about $346,999 at 4% or $231,333 at 6%; with 100% employer match about $260,250 at 4% or $173,500 at 6%.
Research Affiliates LLC Defined Benefit Plan-57$3,987,499--
2011274$13,670,642$1,655,642$22,374iApproximate average salary by contribution assumption: employee only about $559,339 at 4% or $372,892 at 6%; with 50% employer match about $372,892 at 4% or $248,595 at 6%; with 100% employer match about $279,669 at 4% or $186,446 at 6%.
RESEARCH AFFILIATES, LLC 401(K) PLAN-74$10,261,707$1,655,642$22,374iApproximate average salary by contribution assumption: employee only about $559,339 at 4% or $372,892 at 6%; with 50% employer match about $372,892 at 4% or $248,595 at 6%; with 100% employer match about $279,669 at 4% or $186,446 at 6%.
Research Affiliates LLC Defined Benefit Plan-49$3,408,935--
2010269$12,552,309$1,042,236$15,105iApproximate average salary by contribution assumption: employee only about $377,622 at 4% or $251,748 at 6%; with 50% employer match about $251,748 at 4% or $167,832 at 6%; with 100% employer match about $188,811 at 4% or $125,874 at 6%.
RESEARCH AFFILIATES, LLC 401(K) PLAN-69$8,505,438$1,042,236$15,105iApproximate average salary by contribution assumption: employee only about $377,622 at 4% or $251,748 at 6%; with 50% employer match about $251,748 at 4% or $167,832 at 6%; with 100% employer match about $188,811 at 4% or $125,874 at 6%.
Research Affiliates LLC Defined Benefit Plan-43$4,046,871--
2009251$10,723,394$1,751,601$34,345iApproximate average salary by contribution assumption: employee only about $858,628 at 4% or $572,419 at 6%; with 50% employer match about $572,419 at 4% or $381,612 at 6%; with 100% employer match about $429,314 at 4% or $286,209 at 6%.
RESEARCH AFFILIATES, LLC 401(K) PLAN-51$6,371,875$1,451,601$28,463iApproximate average salary by contribution assumption: employee only about $711,569 at 4% or $474,379 at 6%; with 50% employer match about $474,379 at 4% or $316,253 at 6%; with 100% employer match about $355,785 at 4% or $237,190 at 6%.
Research Affiliates LLC Defined Benefit Plan-39$4,351,519$300,000$7,692iApproximate average salary by contribution assumption: employee only about $192,308 at 4% or $128,205 at 6%; with 50% employer match about $128,205 at 4% or $85,470 at 6%; with 100% employer match about $96,154 at 4% or $64,103 at 6%.
2008255$0$0-
Research Affiliates LLC Defined Benefit Plan-25---
RESEARCH AFFILIATES, LLC 401K PLAN-55---
2007240$4,110,769$716,470$17,912iApproximate average salary by contribution assumption: employee only about $447,794 at 4% or $298,529 at 6%; with 50% employer match about $298,529 at 4% or $199,019 at 6%; with 100% employer match about $223,897 at 4% or $149,265 at 6%.
RESEARCH AFFILIATES, LLC PROFIT SHARING PLAN-40$4,110,769$716,470$17,912iApproximate average salary by contribution assumption: employee only about $447,794 at 4% or $298,529 at 6%; with 50% employer match about $298,529 at 4% or $199,019 at 6%; with 100% employer match about $223,897 at 4% or $149,265 at 6%.
Research Affiliates LLC Defined Benefit Plan-19---
2006221$4,198,843$1,091,415$51,972iApproximate average salary by contribution assumption: employee only about $1,299,304 at 4% or $866,202 at 6%; with 50% employer match about $866,202 at 4% or $577,468 at 6%; with 100% employer match about $649,652 at 4% or $433,101 at 6%.
RESEARCH AFFILIATES, LLC 401K PLAN-21$3,090,232$409,331$19,492iApproximate average salary by contribution assumption: employee only about $487,299 at 4% or $324,866 at 6%; with 50% employer match about $324,866 at 4% or $216,577 at 6%; with 100% employer match about $243,649 at 4% or $162,433 at 6%.
Research Affiliates LLC Defined Benefit Plan-12$1,108,611$682,084$56,840iApproximate average salary by contribution assumption: employee only about $1,421,008 at 4% or $947,339 at 6%; with 50% employer match about $947,339 at 4% or $631,559 at 6%; with 100% employer match about $710,504 at 4% or $473,669 at 6%.
2005212$2,996,206$1,499,401$124,950iApproximate average salary by contribution assumption: employee only about $3,123,752 at 4% or $2,082,501 at 6%; with 50% employer match about $2,082,501 at 4% or $1,388,334 at 6%; with 100% employer match about $1,561,876 at 4% or $1,041,251 at 6%.
RESEARCH AFFILIATES, LLC 401K PLAN-12$2,578,629$639,186$53,266iApproximate average salary by contribution assumption: employee only about $1,331,638 at 4% or $887,758 at 6%; with 50% employer match about $887,758 at 4% or $591,839 at 6%; with 100% employer match about $665,819 at 4% or $443,879 at 6%.
Research Affiliates LLC Defined Benefit Plan-12$417,577$860,215$71,685iApproximate average salary by contribution assumption: employee only about $1,792,115 at 4% or $1,194,743 at 6%; with 50% employer match about $1,194,743 at 4% or $796,495 at 6%; with 100% employer match about $896,057 at 4% or $597,372 at 6%.
200418$1,792,985$419,017$52,377iApproximate average salary by contribution assumption: employee only about $1,309,428 at 4% or $872,952 at 6%; with 50% employer match about $872,952 at 4% or $581,968 at 6%; with 100% employer match about $654,714 at 4% or $436,476 at 6%.
RESEARCH AFFILIATES, LLC 401K PLAN-8$1,792,985$419,017$52,377iApproximate average salary by contribution assumption: employee only about $1,309,428 at 4% or $872,952 at 6%; with 50% employer match about $872,952 at 4% or $581,968 at 6%; with 100% employer match about $654,714 at 4% or $436,476 at 6%.
200314$1,205,962$1,149,121$287,280iApproximate average salary by contribution assumption: employee only about $7,182,006 at 4% or $4,788,004 at 6%; with 50% employer match about $4,788,004 at 4% or $3,192,003 at 6%; with 100% employer match about $3,591,003 at 4% or $2,394,002 at 6%.
RESEARCH AFFILIATES, LLC 401K PLAN-4$1,205,962$1,149,121$287,280iApproximate average salary by contribution assumption: employee only about $7,182,006 at 4% or $4,788,004 at 6%; with 50% employer match about $4,788,004 at 4% or $3,192,003 at 6%; with 100% employer match about $3,591,003 at 4% or $2,394,002 at 6%.