Civic Intelligence

Marion Foundation Inc.

Plan context: The Marion Institute Inc. 403(B) Retirement Plan

EIN 04-3206583 • Marion, MA • 35 filings • 14 plans

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202 Spring StreetMarion, MA 02738
Current Snapshot

Latest Year

2024

2024 Participants

18

2024 Assets

$654,422

2024 Contributions

$70,810

Historical Graphs

Total Assets Over Time

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

$984,156$492,078$0200920172024YearValue
$654,422Latest year 2024

Participants Over Time

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

24120200920172024YearValue
18Latest 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
2024118$654,422$70,810$3,934iApproximate average salary by contribution assumption: employee only about $98,347 at 4% or $65,565 at 6%; with 50% employer match about $65,565 at 4% or $43,710 at 6%; with 100% employer match about $49,174 at 4% or $32,782 at 6%.
The Marion Institute Inc. 403(B) Retirement Plan-18$654,422$70,810$3,934iApproximate average salary by contribution assumption: employee only about $98,347 at 4% or $65,565 at 6%; with 50% employer match about $65,565 at 4% or $43,710 at 6%; with 100% employer match about $49,174 at 4% or $32,782 at 6%.
2023117$628,789$62,810$3,695iApproximate average salary by contribution assumption: employee only about $92,368 at 4% or $61,578 at 6%; with 50% employer match about $61,578 at 4% or $41,052 at 6%; with 100% employer match about $46,184 at 4% or $30,789 at 6%.
The Marion Institute Inc. 403(B) Retirement Plan-17$628,789$62,810$3,695iApproximate average salary by contribution assumption: employee only about $92,368 at 4% or $61,578 at 6%; with 50% employer match about $61,578 at 4% or $41,052 at 6%; with 100% employer match about $46,184 at 4% or $30,789 at 6%.
2022124$608,091$53,651$2,235iApproximate average salary by contribution assumption: employee only about $55,886 at 4% or $37,258 at 6%; with 50% employer match about $37,258 at 4% or $24,838 at 6%; with 100% employer match about $27,943 at 4% or $18,629 at 6%.
The Marion Institute Inc. 403(B) Retirement Plan-24$608,091$53,651$2,235iApproximate average salary by contribution assumption: employee only about $55,886 at 4% or $37,258 at 6%; with 50% employer match about $37,258 at 4% or $24,838 at 6%; with 100% employer match about $27,943 at 4% or $18,629 at 6%.
2021121$704,545$28,398$1,352iApproximate average salary by contribution assumption: employee only about $33,807 at 4% or $22,538 at 6%; with 50% employer match about $22,538 at 4% or $15,025 at 6%; with 100% employer match about $16,904 at 4% or $11,269 at 6%.
The Marion Institute Inc. 403(B) Retirement Plan-21$704,545$28,398$1,352iApproximate average salary by contribution assumption: employee only about $33,807 at 4% or $22,538 at 6%; with 50% employer match about $22,538 at 4% or $15,025 at 6%; with 100% employer match about $16,904 at 4% or $11,269 at 6%.
2020119$641,555$32,609$1,716iApproximate average salary by contribution assumption: employee only about $42,907 at 4% or $28,604 at 6%; with 50% employer match about $28,604 at 4% or $19,070 at 6%; with 100% employer match about $21,453 at 4% or $14,302 at 6%.
The Marion Institute Inc. 403(B) Retirement Plan-19$641,555$32,609$1,716iApproximate average salary by contribution assumption: employee only about $42,907 at 4% or $28,604 at 6%; with 50% employer match about $28,604 at 4% or $19,070 at 6%; with 100% employer match about $21,453 at 4% or $14,302 at 6%.
2019122$644,362$33,403$1,518iApproximate average salary by contribution assumption: employee only about $37,958 at 4% or $25,305 at 6%; with 50% employer match about $25,305 at 4% or $16,870 at 6%; with 100% employer match about $18,979 at 4% or $12,653 at 6%.
The Marion Institute Inc. 403(B) Retirement Plan-22$644,362$33,403$1,518iApproximate average salary by contribution assumption: employee only about $37,958 at 4% or $25,305 at 6%; with 50% employer match about $25,305 at 4% or $16,870 at 6%; with 100% employer match about $18,979 at 4% or $12,653 at 6%.
2018123$924,212$25,687$1,117iApproximate average salary by contribution assumption: employee only about $27,921 at 4% or $18,614 at 6%; with 50% employer match about $18,614 at 4% or $12,409 at 6%; with 100% employer match about $13,960 at 4% or $9,307 at 6%.
The Marion Institute Inc. 403(B) Retirement Plan-23$924,212$25,687$1,117iApproximate average salary by contribution assumption: employee only about $27,921 at 4% or $18,614 at 6%; with 50% employer match about $18,614 at 4% or $12,409 at 6%; with 100% employer match about $13,960 at 4% or $9,307 at 6%.
2017120$984,156$13,164$658iApproximate average salary by contribution assumption: employee only about $16,455 at 4% or $10,970 at 6%; with 50% employer match about $10,970 at 4% or $7,313 at 6%; with 100% employer match about $8,228 at 4% or $5,485 at 6%.
The Marion Institute Inc. 403(B) Retirement Plan-20$984,156$13,164$658iApproximate average salary by contribution assumption: employee only about $16,455 at 4% or $10,970 at 6%; with 50% employer match about $10,970 at 4% or $7,313 at 6%; with 100% employer match about $8,228 at 4% or $5,485 at 6%.
2016118$841,643$18,994$1,055iApproximate average salary by contribution assumption: employee only about $26,381 at 4% or $17,587 at 6%; with 50% employer match about $17,587 at 4% or $11,725 at 6%; with 100% employer match about $13,190 at 4% or $8,794 at 6%.
The Marion Institute Inc. 403(B) Retirement Plan-18$841,643$18,994$1,055iApproximate average salary by contribution assumption: employee only about $26,381 at 4% or $17,587 at 6%; with 50% employer match about $17,587 at 4% or $11,725 at 6%; with 100% employer match about $13,190 at 4% or $8,794 at 6%.
2015122$913,391$66,184$3,008iApproximate average salary by contribution assumption: employee only about $75,209 at 4% or $50,139 at 6%; with 50% employer match about $50,139 at 4% or $33,426 at 6%; with 100% employer match about $37,605 at 4% or $25,070 at 6%.
The Marion Institute Inc. 403(B) Retirement Plan-22$913,391$66,184$3,008iApproximate average salary by contribution assumption: employee only about $75,209 at 4% or $50,139 at 6%; with 50% employer match about $50,139 at 4% or $33,426 at 6%; with 100% employer match about $37,605 at 4% or $25,070 at 6%.
2014122$963,759$45,781$2,081iApproximate average salary by contribution assumption: employee only about $52,024 at 4% or $34,683 at 6%; with 50% employer match about $34,683 at 4% or $23,122 at 6%; with 100% employer match about $26,012 at 4% or $17,341 at 6%.
The Marion Institute Inc. 403(B) Retirement Plan-22$963,759$45,781$2,081iApproximate average salary by contribution assumption: employee only about $52,024 at 4% or $34,683 at 6%; with 50% employer match about $34,683 at 4% or $23,122 at 6%; with 100% employer match about $26,012 at 4% or $17,341 at 6%.
2013120$854,628$104,136$5,207iApproximate average salary by contribution assumption: employee only about $130,170 at 4% or $86,780 at 6%; with 50% employer match about $86,780 at 4% or $57,853 at 6%; with 100% employer match about $65,085 at 4% or $43,390 at 6%.
The Marion Institute Inc. 403(B) Retirement Plan-20$854,628$104,136$5,207iApproximate average salary by contribution assumption: employee only about $130,170 at 4% or $86,780 at 6%; with 50% employer match about $86,780 at 4% or $57,853 at 6%; with 100% employer match about $65,085 at 4% or $43,390 at 6%.
2012220$633,851$58,775$2,939iApproximate average salary by contribution assumption: employee only about $73,469 at 4% or $48,979 at 6%; with 50% employer match about $48,979 at 4% or $32,653 at 6%; with 100% employer match about $36,734 at 4% or $24,490 at 6%.
The Marion Institute Inc. 403(B) Retirement Plan-20$633,851$57,425$2,871iApproximate average salary by contribution assumption: employee only about $71,781 at 4% or $47,854 at 6%; with 50% employer match about $47,854 at 4% or $31,903 at 6%; with 100% employer match about $35,891 at 4% or $23,927 at 6%.
Marion Institute Inc. Tax Deferred Annuity Plan-0$0$1,350-
2011218$0$53,300$2,961iApproximate average salary by contribution assumption: employee only about $74,028 at 4% or $49,352 at 6%; with 50% employer match about $49,352 at 4% or $32,901 at 6%; with 100% employer match about $37,014 at 4% or $24,676 at 6%.
The Marion Institute Inc. 403(B) Retirement Plan-18-$52,050$2,892iApproximate average salary by contribution assumption: employee only about $72,292 at 4% or $48,194 at 6%; with 50% employer match about $48,194 at 4% or $32,130 at 6%; with 100% employer match about $36,146 at 4% or $24,097 at 6%.
Marion Institute Inc. Tax Deferred Annuity Plan-4-$1,250$313iApproximate average salary by contribution assumption: employee only about $7,813 at 4% or $5,208 at 6%; with 50% employer match about $5,208 at 4% or $3,472 at 6%; with 100% employer match about $3,906 at 4% or $2,604 at 6%.
2010214$439,024$44,662$3,190iApproximate average salary by contribution assumption: employee only about $79,754 at 4% or $53,169 at 6%; with 50% employer match about $53,169 at 4% or $35,446 at 6%; with 100% employer match about $39,877 at 4% or $26,585 at 6%.
The Marion Institute Inc. 403(B) Retirement Plan-14$439,024$43,412$3,101iApproximate average salary by contribution assumption: employee only about $77,521 at 4% or $51,681 at 6%; with 50% employer match about $51,681 at 4% or $34,454 at 6%; with 100% employer match about $38,761 at 4% or $25,840 at 6%.
Marion Institute Inc. Tax Deferred Annuity Plan-4-$1,250$313iApproximate average salary by contribution assumption: employee only about $7,813 at 4% or $5,208 at 6%; with 50% employer match about $5,208 at 4% or $3,472 at 6%; with 100% employer match about $3,906 at 4% or $2,604 at 6%.
2009212$365,070$39,348$3,279iApproximate average salary by contribution assumption: employee only about $81,975 at 4% or $54,650 at 6%; with 50% employer match about $54,650 at 4% or $36,433 at 6%; with 100% employer match about $40,988 at 4% or $27,325 at 6%.
The Marion Institute Inc. 403(B) Retirement Plan-12$346,528$38,848$3,237iApproximate average salary by contribution assumption: employee only about $80,933 at 4% or $53,956 at 6%; with 50% employer match about $53,956 at 4% or $35,970 at 6%; with 100% employer match about $40,467 at 4% or $26,978 at 6%.
Marion Institute Inc. Tax Deferred Annuity Plan-3$18,542$500$167iApproximate average salary by contribution assumption: employee only about $4,167 at 4% or $2,778 at 6%; with 50% employer match about $2,778 at 4% or $1,852 at 6%; with 100% employer match about $2,083 at 4% or $1,389 at 6%.
200820$0$0-
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200720$0$0-
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200620$0$0-
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200520$0$0-
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200410$0$0-
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200210$0$0-
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200120$0$0-
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200020$0$0-
Marion Foundation Inc. Tax Deferred Annuity Plan-0---
The Marion Institute Inc. 403(B) Retirement Plan-0---
199910$0$0-
Marion Foundation Inc. Tax Deferred Annuity Plan-0---
Marion Foundation Inc. | EIN 04-3206583 | 2024 Form 5500 Company Profile