Civic Intelligence

Congress Asset Management

Plan context: Congress Asset Management Co. 401(K) Plan

EIN 04-2848965 • Boston, MA • 32 filings • 3 plans

2 Seaport Lane5th FloorBoston, MA 02210
Current Snapshot

Latest Year

2024

2024 Participants

67

2024 Assets

$63,838,109

2024 Contributions

$2,804,632

Historical Graphs

Total Assets Over Time

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

$63,838,109$31,919,055$0199920122024YearValue
$63,838,109Latest year 2024

Participants Over Time

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

67340199920122024YearValue
67Latest 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
2024167$63,838,109$2,804,632$41,860iApproximate average salary by contribution assumption: employee only about $1,046,504 at 4% or $697,670 at 6%; with 50% employer match about $697,670 at 4% or $465,113 at 6%; with 100% employer match about $523,252 at 4% or $348,835 at 6%.
Congress Asset Management Co. 401(K) Plan-67$63,838,109$2,804,632$41,860iApproximate average salary by contribution assumption: employee only about $1,046,504 at 4% or $697,670 at 6%; with 50% employer match about $697,670 at 4% or $465,113 at 6%; with 100% employer match about $523,252 at 4% or $348,835 at 6%.
2023161$50,335,429$2,521,209$41,331iApproximate average salary by contribution assumption: employee only about $1,033,282 at 4% or $688,855 at 6%; with 50% employer match about $688,855 at 4% or $459,237 at 6%; with 100% employer match about $516,641 at 4% or $344,427 at 6%.
Congress Asset Management Co. 401(K) Plan-61$50,335,429$2,521,209$41,331iApproximate average salary by contribution assumption: employee only about $1,033,282 at 4% or $688,855 at 6%; with 50% employer match about $688,855 at 4% or $459,237 at 6%; with 100% employer match about $516,641 at 4% or $344,427 at 6%.
2022163$38,752,125$2,269,568$36,025iApproximate average salary by contribution assumption: employee only about $900,622 at 4% or $600,415 at 6%; with 50% employer match about $600,415 at 4% or $400,277 at 6%; with 100% employer match about $450,311 at 4% or $300,207 at 6%.
Congress Asset Management Co. 401(K) Plan-63$38,752,125$2,269,568$36,025iApproximate average salary by contribution assumption: employee only about $900,622 at 4% or $600,415 at 6%; with 50% employer match about $600,415 at 4% or $400,277 at 6%; with 100% employer match about $450,311 at 4% or $300,207 at 6%.
2021161$48,828,308$1,836,383$30,105iApproximate average salary by contribution assumption: employee only about $752,616 at 4% or $501,744 at 6%; with 50% employer match about $501,744 at 4% or $334,496 at 6%; with 100% employer match about $376,308 at 4% or $250,872 at 6%.
Congress Asset Management Co. 401(K) Plan-61$48,828,308$1,836,383$30,105iApproximate average salary by contribution assumption: employee only about $752,616 at 4% or $501,744 at 6%; with 50% employer match about $501,744 at 4% or $334,496 at 6%; with 100% employer match about $376,308 at 4% or $250,872 at 6%.
2020157$37,408,256$1,852,939$32,508iApproximate average salary by contribution assumption: employee only about $812,693 at 4% or $541,795 at 6%; with 50% employer match about $541,795 at 4% or $361,197 at 6%; with 100% employer match about $406,346 at 4% or $270,898 at 6%.
Congress Asset Management Co. 401(K) Plan-57$37,408,256$1,852,939$32,508iApproximate average salary by contribution assumption: employee only about $812,693 at 4% or $541,795 at 6%; with 50% employer match about $541,795 at 4% or $361,197 at 6%; with 100% employer match about $406,346 at 4% or $270,898 at 6%.
2019157$27,008,375$1,522,061$26,703iApproximate average salary by contribution assumption: employee only about $667,571 at 4% or $445,047 at 6%; with 50% employer match about $445,047 at 4% or $296,698 at 6%; with 100% employer match about $333,785 at 4% or $222,524 at 6%.
Congress Asset Management Co. 401(K) Plan-57$27,008,375$1,522,061$26,703iApproximate average salary by contribution assumption: employee only about $667,571 at 4% or $445,047 at 6%; with 50% employer match about $445,047 at 4% or $296,698 at 6%; with 100% employer match about $333,785 at 4% or $222,524 at 6%.
2018155$19,782,257$1,322,452$24,045iApproximate average salary by contribution assumption: employee only about $601,115 at 4% or $400,743 at 6%; with 50% employer match about $400,743 at 4% or $267,162 at 6%; with 100% employer match about $300,557 at 4% or $200,372 at 6%.
Congress Asset Management Co. 401(K) Plan-55$19,782,257$1,322,452$24,045iApproximate average salary by contribution assumption: employee only about $601,115 at 4% or $400,743 at 6%; with 50% employer match about $400,743 at 4% or $267,162 at 6%; with 100% employer match about $300,557 at 4% or $200,372 at 6%.
2017152$19,983,307$900,442$17,316iApproximate average salary by contribution assumption: employee only about $432,905 at 4% or $288,603 at 6%; with 50% employer match about $288,603 at 4% or $192,402 at 6%; with 100% employer match about $216,452 at 4% or $144,302 at 6%.
Congress Asset Management Co. 401(K) Plan-52$19,983,307$900,442$17,316iApproximate average salary by contribution assumption: employee only about $432,905 at 4% or $288,603 at 6%; with 50% employer match about $288,603 at 4% or $192,402 at 6%; with 100% employer match about $216,452 at 4% or $144,302 at 6%.
2016150$15,724,889$1,112,075$22,242iApproximate average salary by contribution assumption: employee only about $556,038 at 4% or $370,692 at 6%; with 50% employer match about $370,692 at 4% or $247,128 at 6%; with 100% employer match about $278,019 at 4% or $185,346 at 6%.
Congress Asset Management Co. 401(K) Plan-50$15,724,889$1,112,075$22,242iApproximate average salary by contribution assumption: employee only about $556,038 at 4% or $370,692 at 6%; with 50% employer match about $370,692 at 4% or $247,128 at 6%; with 100% employer match about $278,019 at 4% or $185,346 at 6%.
2015156$13,707,808$722,414$12,900iApproximate average salary by contribution assumption: employee only about $322,506 at 4% or $215,004 at 6%; with 50% employer match about $215,004 at 4% or $143,336 at 6%; with 100% employer match about $161,253 at 4% or $107,502 at 6%.
Congress Asset Management Co. 401(K) Plan-56$13,707,808$722,414$12,900iApproximate average salary by contribution assumption: employee only about $322,506 at 4% or $215,004 at 6%; with 50% employer match about $215,004 at 4% or $143,336 at 6%; with 100% employer match about $161,253 at 4% or $107,502 at 6%.
2014155$14,366,966$642,876$11,689iApproximate average salary by contribution assumption: employee only about $292,216 at 4% or $194,811 at 6%; with 50% employer match about $194,811 at 4% or $129,874 at 6%; with 100% employer match about $146,108 at 4% or $97,405 at 6%.
Congress Asset Management Co. 401(K) Plan-55$14,366,966$642,876$11,689iApproximate average salary by contribution assumption: employee only about $292,216 at 4% or $194,811 at 6%; with 50% employer match about $194,811 at 4% or $129,874 at 6%; with 100% employer match about $146,108 at 4% or $97,405 at 6%.
2013150$12,562,505$735,024$14,700iApproximate average salary by contribution assumption: employee only about $367,512 at 4% or $245,008 at 6%; with 50% employer match about $245,008 at 4% or $163,339 at 6%; with 100% employer match about $183,756 at 4% or $122,504 at 6%.
Congress Asset Management Co. 401(K) Plan-50$12,562,505$735,024$14,700iApproximate average salary by contribution assumption: employee only about $367,512 at 4% or $245,008 at 6%; with 50% employer match about $245,008 at 4% or $163,339 at 6%; with 100% employer match about $183,756 at 4% or $122,504 at 6%.
2012148$9,777,958$583,351$12,153iApproximate average salary by contribution assumption: employee only about $303,829 at 4% or $202,552 at 6%; with 50% employer match about $202,552 at 4% or $135,035 at 6%; with 100% employer match about $151,914 at 4% or $101,276 at 6%.
Congress Asset Management Co. 401(K) Plan-48$9,777,958$583,351$12,153iApproximate average salary by contribution assumption: employee only about $303,829 at 4% or $202,552 at 6%; with 50% employer match about $202,552 at 4% or $135,035 at 6%; with 100% employer match about $151,914 at 4% or $101,276 at 6%.
2011152$8,493,866$464,992$8,942iApproximate average salary by contribution assumption: employee only about $223,554 at 4% or $149,036 at 6%; with 50% employer match about $149,036 at 4% or $99,357 at 6%; with 100% employer match about $111,777 at 4% or $74,518 at 6%.
Congress Asset Management Co. 401(K) Plan-52$8,493,866$464,992$8,942iApproximate average salary by contribution assumption: employee only about $223,554 at 4% or $149,036 at 6%; with 50% employer match about $149,036 at 4% or $99,357 at 6%; with 100% employer match about $111,777 at 4% or $74,518 at 6%.
2010151$8,338,962$335,332$6,575iApproximate average salary by contribution assumption: employee only about $164,378 at 4% or $109,586 at 6%; with 50% employer match about $109,586 at 4% or $73,057 at 6%; with 100% employer match about $82,189 at 4% or $54,793 at 6%.
Congress Asset Management Co. 401(K) Plan-51$8,338,962$335,332$6,575iApproximate average salary by contribution assumption: employee only about $164,378 at 4% or $109,586 at 6%; with 50% employer match about $109,586 at 4% or $73,057 at 6%; with 100% employer match about $82,189 at 4% or $54,793 at 6%.
2009250$7,731,884$415,944$8,319iApproximate average salary by contribution assumption: employee only about $207,972 at 4% or $138,648 at 6%; with 50% employer match about $138,648 at 4% or $92,432 at 6%; with 100% employer match about $103,986 at 4% or $69,324 at 6%.
Congress Asset Management Company Profit Sharing Plan-48$5,386,508--
Congress Asset Management Co. 401(K) Plan-50$2,345,376$415,944$8,319iApproximate average salary by contribution assumption: employee only about $207,972 at 4% or $138,648 at 6%; with 50% employer match about $138,648 at 4% or $92,432 at 6%; with 100% employer match about $103,986 at 4% or $69,324 at 6%.
2008261$6,266,346$1,302,323$21,350iApproximate average salary by contribution assumption: employee only about $533,739 at 4% or $355,826 at 6%; with 50% employer match about $355,826 at 4% or $237,217 at 6%; with 100% employer match about $266,869 at 4% or $177,913 at 6%.
Congress Asset Management Company Profit Sharing Plan-50$4,864,428$799,267$15,985iApproximate average salary by contribution assumption: employee only about $399,634 at 4% or $266,422 at 6%; with 50% employer match about $266,422 at 4% or $177,615 at 6%; with 100% employer match about $199,817 at 4% or $133,211 at 6%.
Congress Asset Management Co. 401(K) Plan-61$1,401,918$503,056$8,247iApproximate average salary by contribution assumption: employee only about $206,170 at 4% or $137,447 at 6%; with 50% employer match about $137,447 at 4% or $91,631 at 6%; with 100% employer match about $103,085 at 4% or $68,723 at 6%.
2007252$5,939,448$676,150$13,003iApproximate average salary by contribution assumption: employee only about $325,072 at 4% or $216,715 at 6%; with 50% employer match about $216,715 at 4% or $144,476 at 6%; with 100% employer match about $162,536 at 4% or $108,357 at 6%.
Congress Asset Management Company Profit Sharing Plan-44$5,939,448$676,150$15,367iApproximate average salary by contribution assumption: employee only about $384,176 at 4% or $256,117 at 6%; with 50% employer match about $256,117 at 4% or $170,745 at 6%; with 100% employer match about $192,088 at 4% or $128,059 at 6%.
Congress Asset Management Co. 401(K) Plan-52---
2006251$5,984,224$1,067,636$20,934iApproximate average salary by contribution assumption: employee only about $523,351 at 4% or $348,901 at 6%; with 50% employer match about $348,901 at 4% or $232,600 at 6%; with 100% employer match about $261,675 at 4% or $174,450 at 6%.
Congress Asset Management Company Profit Sharing Plan-50$4,833,970$713,707$14,274iApproximate average salary by contribution assumption: employee only about $356,854 at 4% or $237,902 at 6%; with 50% employer match about $237,902 at 4% or $158,602 at 6%; with 100% employer match about $178,427 at 4% or $118,951 at 6%.
Congress Asset Management Co. 401(K) Plan-51$1,150,254$353,929$6,940iApproximate average salary by contribution assumption: employee only about $173,495 at 4% or $115,663 at 6%; with 50% employer match about $115,663 at 4% or $77,109 at 6%; with 100% employer match about $86,747 at 4% or $57,832 at 6%.
2005253$4,660,847$980,485$18,500iApproximate average salary by contribution assumption: employee only about $462,493 at 4% or $308,329 at 6%; with 50% employer match about $308,329 at 4% or $205,552 at 6%; with 100% employer match about $231,246 at 4% or $154,164 at 6%.
Congress Asset Management Company Profit Sharing Plan-51$3,987,609$660,013$12,941iApproximate average salary by contribution assumption: employee only about $323,536 at 4% or $215,691 at 6%; with 50% employer match about $215,691 at 4% or $143,794 at 6%; with 100% employer match about $161,768 at 4% or $107,845 at 6%.
Congress Asset Management Co. 401(K) Plan-53$673,238$320,472$6,047iApproximate average salary by contribution assumption: employee only about $151,166 at 4% or $100,777 at 6%; with 50% employer match about $100,777 at 4% or $67,185 at 6%; with 100% employer match about $75,583 at 4% or $50,389 at 6%.
2004255$3,780,591$887,595$16,138iApproximate average salary by contribution assumption: employee only about $403,452 at 4% or $268,968 at 6%; with 50% employer match about $268,968 at 4% or $179,312 at 6%; with 100% employer match about $201,726 at 4% or $134,484 at 6%.
Congress Asset Management Company Profit Sharing Plan-51$3,477,983$611,200$11,984iApproximate average salary by contribution assumption: employee only about $299,608 at 4% or $199,739 at 6%; with 50% employer match about $199,739 at 4% or $133,159 at 6%; with 100% employer match about $149,804 at 4% or $99,869 at 6%.
Congress Asset Management Co. 401(K) Plan-55$302,608$276,395$5,025iApproximate average salary by contribution assumption: employee only about $125,634 at 4% or $83,756 at 6%; with 50% employer match about $83,756 at 4% or $55,837 at 6%; with 100% employer match about $62,817 at 4% or $41,878 at 6%.
2003151$2,630,429$599,368$11,752iApproximate average salary by contribution assumption: employee only about $293,808 at 4% or $195,872 at 6%; with 50% employer match about $195,872 at 4% or $130,581 at 6%; with 100% employer match about $146,904 at 4% or $97,936 at 6%.
Congress Asset Management Company Profit Sharing Plan-51$2,630,429$599,368$11,752iApproximate average salary by contribution assumption: employee only about $293,808 at 4% or $195,872 at 6%; with 50% employer match about $195,872 at 4% or $130,581 at 6%; with 100% employer match about $146,904 at 4% or $97,936 at 6%.
2002145$1,797,872$433,341$9,630iApproximate average salary by contribution assumption: employee only about $240,745 at 4% or $160,497 at 6%; with 50% employer match about $160,497 at 4% or $106,998 at 6%; with 100% employer match about $120,372 at 4% or $80,248 at 6%.
Congress Asset Management Company Profit Sharing Plan-45$1,797,872$433,341$9,630iApproximate average salary by contribution assumption: employee only about $240,745 at 4% or $160,497 at 6%; with 50% employer match about $160,497 at 4% or $106,998 at 6%; with 100% employer match about $120,372 at 4% or $80,248 at 6%.
2001132$1,498,110$295,680$9,240iApproximate average salary by contribution assumption: employee only about $231,000 at 4% or $154,000 at 6%; with 50% employer match about $154,000 at 4% or $102,667 at 6%; with 100% employer match about $115,500 at 4% or $77,000 at 6%.
Congress Asset Management Company Profit Sharing Plan-32$1,498,110$295,680$9,240iApproximate average salary by contribution assumption: employee only about $231,000 at 4% or $154,000 at 6%; with 50% employer match about $154,000 at 4% or $102,667 at 6%; with 100% employer match about $115,500 at 4% or $77,000 at 6%.
2000129$1,363,963$256,422$8,842iApproximate average salary by contribution assumption: employee only about $221,053 at 4% or $147,369 at 6%; with 50% employer match about $147,369 at 4% or $98,246 at 6%; with 100% employer match about $110,527 at 4% or $73,684 at 6%.
Congress Asset Management Company Profit Sharing Plan-29$1,363,963$256,422$8,842iApproximate average salary by contribution assumption: employee only about $221,053 at 4% or $147,369 at 6%; with 50% employer match about $147,369 at 4% or $98,246 at 6%; with 100% employer match about $110,527 at 4% or $73,684 at 6%.
1999124$1,130,849$214,534$8,939iApproximate average salary by contribution assumption: employee only about $223,473 at 4% or $148,982 at 6%; with 50% employer match about $148,982 at 4% or $99,321 at 6%; with 100% employer match about $111,736 at 4% or $74,491 at 6%.
Congress Asset Management Company Profit Sharing Plan-24$1,130,849$214,534$8,939iApproximate average salary by contribution assumption: employee only about $223,473 at 4% or $148,982 at 6%; with 50% employer match about $148,982 at 4% or $99,321 at 6%; with 100% employer match about $111,736 at 4% or $74,491 at 6%.