Civic Intelligence

Derby and Company Inc.

Plan context: Derby and Company Inc. Retirement Trust

EIN 04-2943043 • 25 filings • 1 plans

Current Snapshot

Latest Year

2023

2023 Participants

13

2023 Assets

$16,287

2023 Contributions

$341,890

Historical Graphs

Total Assets Over Time

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

$11,160,908$5,580,454$0199920122022YearValue
$16,287Latest year 2022

Participants Over Time

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

24120199920102021YearValue
13Latest year 2021

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
202310$0$0-
Derby and Company Inc. Retirement Trust-0---
202210$16,287$0-
Derby and Company Inc. Retirement Trust-0$16,287--
2021113$11,160,908$341,890$26,299iApproximate average salary by contribution assumption: employee only about $657,481 at 4% or $438,321 at 6%; with 50% employer match about $438,321 at 4% or $292,214 at 6%; with 100% employer match about $328,740 at 4% or $219,160 at 6%.
Derby and Company Inc. Retirement Trust-13$11,160,908$341,890$26,299iApproximate average salary by contribution assumption: employee only about $657,481 at 4% or $438,321 at 6%; with 50% employer match about $438,321 at 4% or $292,214 at 6%; with 100% employer match about $328,740 at 4% or $219,160 at 6%.
2020117$9,333,996$285,222$16,778iApproximate average salary by contribution assumption: employee only about $419,444 at 4% or $279,629 at 6%; with 50% employer match about $279,629 at 4% or $186,420 at 6%; with 100% employer match about $209,722 at 4% or $139,815 at 6%.
Derby and Company Inc. Retirement Trust-17$9,333,996$285,222$16,778iApproximate average salary by contribution assumption: employee only about $419,444 at 4% or $279,629 at 6%; with 50% employer match about $279,629 at 4% or $186,420 at 6%; with 100% employer match about $209,722 at 4% or $139,815 at 6%.
2019115$8,033,178$269,538$17,969iApproximate average salary by contribution assumption: employee only about $449,230 at 4% or $299,487 at 6%; with 50% employer match about $299,487 at 4% or $199,658 at 6%; with 100% employer match about $224,615 at 4% or $149,743 at 6%.
Derby and Company Inc. Retirement Trust-15$8,033,178$269,538$17,969iApproximate average salary by contribution assumption: employee only about $449,230 at 4% or $299,487 at 6%; with 50% employer match about $299,487 at 4% or $199,658 at 6%; with 100% employer match about $224,615 at 4% or $149,743 at 6%.
2018115$6,468,054$246,806$16,454iApproximate average salary by contribution assumption: employee only about $411,343 at 4% or $274,229 at 6%; with 50% employer match about $274,229 at 4% or $182,819 at 6%; with 100% employer match about $205,672 at 4% or $137,114 at 6%.
Derby and Company Inc. Retirement Trust-15$6,468,054$246,806$16,454iApproximate average salary by contribution assumption: employee only about $411,343 at 4% or $274,229 at 6%; with 50% employer match about $274,229 at 4% or $182,819 at 6%; with 100% employer match about $205,672 at 4% or $137,114 at 6%.
2017115$6,644,944$229,961$15,331iApproximate average salary by contribution assumption: employee only about $383,268 at 4% or $255,512 at 6%; with 50% employer match about $255,512 at 4% or $170,341 at 6%; with 100% employer match about $191,634 at 4% or $127,756 at 6%.
Derby and Company Inc. Retirement Trust-15$6,644,944$229,961$15,331iApproximate average salary by contribution assumption: employee only about $383,268 at 4% or $255,512 at 6%; with 50% employer match about $255,512 at 4% or $170,341 at 6%; with 100% employer match about $191,634 at 4% or $127,756 at 6%.
2016113$5,846,863$256,390$19,722iApproximate average salary by contribution assumption: employee only about $493,058 at 4% or $328,705 at 6%; with 50% employer match about $328,705 at 4% or $219,137 at 6%; with 100% employer match about $246,529 at 4% or $164,353 at 6%.
Derby and Company Inc. Retirement Trust-13$5,846,863$256,390$19,722iApproximate average salary by contribution assumption: employee only about $493,058 at 4% or $328,705 at 6%; with 50% employer match about $328,705 at 4% or $219,137 at 6%; with 100% employer match about $246,529 at 4% or $164,353 at 6%.
2015115$5,464,254$256,108$17,074iApproximate average salary by contribution assumption: employee only about $426,847 at 4% or $284,564 at 6%; with 50% employer match about $284,564 at 4% or $189,710 at 6%; with 100% employer match about $213,423 at 4% or $142,282 at 6%.
Derby and Company Inc. Retirement Trust-15$5,464,254$256,108$17,074iApproximate average salary by contribution assumption: employee only about $426,847 at 4% or $284,564 at 6%; with 50% employer match about $284,564 at 4% or $189,710 at 6%; with 100% employer match about $213,423 at 4% or $142,282 at 6%.
2014114$5,314,108$237,934$16,995iApproximate average salary by contribution assumption: employee only about $424,882 at 4% or $283,255 at 6%; with 50% employer match about $283,255 at 4% or $188,837 at 6%; with 100% employer match about $212,441 at 4% or $141,627 at 6%.
Derby and Company Inc. Retirement Trust-14$5,314,108$237,934$16,995iApproximate average salary by contribution assumption: employee only about $424,882 at 4% or $283,255 at 6%; with 50% employer match about $283,255 at 4% or $188,837 at 6%; with 100% employer match about $212,441 at 4% or $141,627 at 6%.
2013116$4,844,511$243,732$15,233iApproximate average salary by contribution assumption: employee only about $380,831 at 4% or $253,888 at 6%; with 50% employer match about $253,888 at 4% or $169,258 at 6%; with 100% employer match about $190,416 at 4% or $126,944 at 6%.
Derby and Company Inc. Retirement Trust-16$4,844,511$243,732$15,233iApproximate average salary by contribution assumption: employee only about $380,831 at 4% or $253,888 at 6%; with 50% employer match about $253,888 at 4% or $169,258 at 6%; with 100% employer match about $190,416 at 4% or $126,944 at 6%.
2012117$4,081,321$240,449$14,144iApproximate average salary by contribution assumption: employee only about $353,601 at 4% or $235,734 at 6%; with 50% employer match about $235,734 at 4% or $157,156 at 6%; with 100% employer match about $176,801 at 4% or $117,867 at 6%.
Derby and Company Inc. Retirement Trust-17$4,081,321$240,449$14,144iApproximate average salary by contribution assumption: employee only about $353,601 at 4% or $235,734 at 6%; with 50% employer match about $235,734 at 4% or $157,156 at 6%; with 100% employer match about $176,801 at 4% or $117,867 at 6%.
2011118$3,601,096$277,149$15,397iApproximate average salary by contribution assumption: employee only about $384,929 at 4% or $256,619 at 6%; with 50% employer match about $256,619 at 4% or $171,080 at 6%; with 100% employer match about $192,465 at 4% or $128,310 at 6%.
Derby and Company Inc. Retirement Trust-18$3,601,096$277,149$15,397iApproximate average salary by contribution assumption: employee only about $384,929 at 4% or $256,619 at 6%; with 50% employer match about $256,619 at 4% or $171,080 at 6%; with 100% employer match about $192,465 at 4% or $128,310 at 6%.
2010115$3,491,324$1,136,252$75,750iApproximate average salary by contribution assumption: employee only about $1,893,753 at 4% or $1,262,502 at 6%; with 50% employer match about $1,262,502 at 4% or $841,668 at 6%; with 100% employer match about $946,877 at 4% or $631,251 at 6%.
Derby and Company Inc. Retirement Trust-15$3,491,324$1,136,252$75,750iApproximate average salary by contribution assumption: employee only about $1,893,753 at 4% or $1,262,502 at 6%; with 50% employer match about $1,262,502 at 4% or $841,668 at 6%; with 100% employer match about $946,877 at 4% or $631,251 at 6%.
2009115$3,034,943$468,635$31,242iApproximate average salary by contribution assumption: employee only about $781,058 at 4% or $520,706 at 6%; with 50% employer match about $520,706 at 4% or $347,137 at 6%; with 100% employer match about $390,529 at 4% or $260,353 at 6%.
Derby and Company Inc. Retirement Trust-15$3,034,943$468,635$31,242iApproximate average salary by contribution assumption: employee only about $781,058 at 4% or $520,706 at 6%; with 50% employer match about $520,706 at 4% or $347,137 at 6%; with 100% employer match about $390,529 at 4% or $260,353 at 6%.
2008117$2,105,586$257,696$15,159iApproximate average salary by contribution assumption: employee only about $378,965 at 4% or $252,643 at 6%; with 50% employer match about $252,643 at 4% or $168,429 at 6%; with 100% employer match about $189,482 at 4% or $126,322 at 6%.
Derby and Company Inc. Retirement Trust-17$2,105,586$257,696$15,159iApproximate average salary by contribution assumption: employee only about $378,965 at 4% or $252,643 at 6%; with 50% employer match about $252,643 at 4% or $168,429 at 6%; with 100% employer match about $189,482 at 4% or $126,322 at 6%.
2007118$0$0-
Derby and Company Inc. Retirement Trust-18---
2006119$2,082,857$213,366$11,230iApproximate average salary by contribution assumption: employee only about $280,745 at 4% or $187,163 at 6%; with 50% employer match about $187,163 at 4% or $124,775 at 6%; with 100% employer match about $140,372 at 4% or $93,582 at 6%.
Derby and Company Inc. Retirement Trust-19$2,082,857$213,366$11,230iApproximate average salary by contribution assumption: employee only about $280,745 at 4% or $187,163 at 6%; with 50% employer match about $187,163 at 4% or $124,775 at 6%; with 100% employer match about $140,372 at 4% or $93,582 at 6%.
2005116$1,740,630$195,101$12,194iApproximate average salary by contribution assumption: employee only about $304,845 at 4% or $203,230 at 6%; with 50% employer match about $203,230 at 4% or $135,487 at 6%; with 100% employer match about $152,423 at 4% or $101,615 at 6%.
Derby and Company Inc. Retirement Trust-16$1,740,630$195,101$12,194iApproximate average salary by contribution assumption: employee only about $304,845 at 4% or $203,230 at 6%; with 50% employer match about $203,230 at 4% or $135,487 at 6%; with 100% employer match about $152,423 at 4% or $101,615 at 6%.
2004117$1,530,105$187,691$11,041iApproximate average salary by contribution assumption: employee only about $276,016 at 4% or $184,011 at 6%; with 50% employer match about $184,011 at 4% or $122,674 at 6%; with 100% employer match about $138,008 at 4% or $92,005 at 6%.
Derby and Company Inc. Retirement Trust-17$1,530,105$187,691$11,041iApproximate average salary by contribution assumption: employee only about $276,016 at 4% or $184,011 at 6%; with 50% employer match about $184,011 at 4% or $122,674 at 6%; with 100% employer match about $138,008 at 4% or $92,005 at 6%.
2003116$1,373,466$237,546$14,847iApproximate average salary by contribution assumption: employee only about $371,166 at 4% or $247,444 at 6%; with 50% employer match about $247,444 at 4% or $164,963 at 6%; with 100% employer match about $185,583 at 4% or $123,722 at 6%.
Derby and Company Inc. Retirement Trust-16$1,373,466$237,546$14,847iApproximate average salary by contribution assumption: employee only about $371,166 at 4% or $247,444 at 6%; with 50% employer match about $247,444 at 4% or $164,963 at 6%; with 100% employer match about $185,583 at 4% or $123,722 at 6%.
2002117$907,911$187,560$11,033iApproximate average salary by contribution assumption: employee only about $275,824 at 4% or $183,882 at 6%; with 50% employer match about $183,882 at 4% or $122,588 at 6%; with 100% employer match about $137,912 at 4% or $91,941 at 6%.
Derby and Company Inc. Retirement Trust-17$907,911$187,560$11,033iApproximate average salary by contribution assumption: employee only about $275,824 at 4% or $183,882 at 6%; with 50% employer match about $183,882 at 4% or $122,588 at 6%; with 100% employer match about $137,912 at 4% or $91,941 at 6%.
2001116$0$0-
Derby and Company Inc. Retirement Trust-16---
2000120$841,431$158,165$7,908iApproximate average salary by contribution assumption: employee only about $197,706 at 4% or $131,804 at 6%; with 50% employer match about $131,804 at 4% or $87,869 at 6%; with 100% employer match about $98,853 at 4% or $65,902 at 6%.
Derby and Company Inc. Retirement Trust-20$841,431$158,165$7,908iApproximate average salary by contribution assumption: employee only about $197,706 at 4% or $131,804 at 6%; with 50% employer match about $131,804 at 4% or $87,869 at 6%; with 100% employer match about $98,853 at 4% or $65,902 at 6%.
1999124$700,000$115,000$4,792iApproximate average salary by contribution assumption: employee only about $119,792 at 4% or $79,861 at 6%; with 50% employer match about $79,861 at 4% or $53,241 at 6%; with 100% employer match about $59,896 at 4% or $39,931 at 6%.
Derby and Company Inc. Retirement Trust-24$700,000$115,000$4,792iApproximate average salary by contribution assumption: employee only about $119,792 at 4% or $79,861 at 6%; with 50% employer match about $79,861 at 4% or $53,241 at 6%; with 100% employer match about $59,896 at 4% or $39,931 at 6%.