Civic Intelligence

Bartholomew & Company Inc.

Plan context: Bartholomew & Company Inc. 401K Plan

EIN 04-3237065 • Worcester, MA • 26 filings • 2 plans

370 Main Street, Suite 1000Worcester, MA 01608
Current Snapshot

Latest Year

2024

2024 Participants

38

2024 Assets

$11,854,663

2024 Contributions

$664,913

Historical Graphs

Total Assets Over Time

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

$11,854,663$5,927,332$0199920132024YearValue
$11,854,663Latest year 2024

Participants Over Time

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

38190199920122024YearValue
38Latest 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
2024138$11,854,663$664,913$17,498iApproximate average salary by contribution assumption: employee only about $437,443 at 4% or $291,629 at 6%; with 50% employer match about $291,629 at 4% or $194,419 at 6%; with 100% employer match about $218,721 at 4% or $145,814 at 6%.
Bartholomew & Company Inc. 401K Plan-38$11,854,663$664,913$17,498iApproximate average salary by contribution assumption: employee only about $437,443 at 4% or $291,629 at 6%; with 50% employer match about $291,629 at 4% or $194,419 at 6%; with 100% employer match about $218,721 at 4% or $145,814 at 6%.
2023136$10,461,173$622,778$17,299iApproximate average salary by contribution assumption: employee only about $432,485 at 4% or $288,323 at 6%; with 50% employer match about $288,323 at 4% or $192,215 at 6%; with 100% employer match about $216,242 at 4% or $144,162 at 6%.
Bartholomew & Company Inc. 401K Plan-36$10,461,173$622,778$17,299iApproximate average salary by contribution assumption: employee only about $432,485 at 4% or $288,323 at 6%; with 50% employer match about $288,323 at 4% or $192,215 at 6%; with 100% employer match about $216,242 at 4% or $144,162 at 6%.
2022134$8,466,259$538,578$15,841iApproximate average salary by contribution assumption: employee only about $396,013 at 4% or $264,009 at 6%; with 50% employer match about $264,009 at 4% or $176,006 at 6%; with 100% employer match about $198,007 at 4% or $132,004 at 6%.
Bartholomew & Company Inc. 401K Plan-34$8,466,259$538,578$15,841iApproximate average salary by contribution assumption: employee only about $396,013 at 4% or $264,009 at 6%; with 50% employer match about $264,009 at 4% or $176,006 at 6%; with 100% employer match about $198,007 at 4% or $132,004 at 6%.
2021134$9,758,722$870,693$25,609iApproximate average salary by contribution assumption: employee only about $640,215 at 4% or $426,810 at 6%; with 50% employer match about $426,810 at 4% or $284,540 at 6%; with 100% employer match about $320,108 at 4% or $213,405 at 6%.
Bartholomew & Company Inc. 401K Plan-34$9,758,722$870,693$25,609iApproximate average salary by contribution assumption: employee only about $640,215 at 4% or $426,810 at 6%; with 50% employer match about $426,810 at 4% or $284,540 at 6%; with 100% employer match about $320,108 at 4% or $213,405 at 6%.
2020132$8,069,389$575,888$17,997iApproximate average salary by contribution assumption: employee only about $449,913 at 4% or $299,942 at 6%; with 50% employer match about $299,942 at 4% or $199,961 at 6%; with 100% employer match about $224,956 at 4% or $149,971 at 6%.
Bartholomew & Company Inc. 401K Plan-32$8,069,389$575,888$17,997iApproximate average salary by contribution assumption: employee only about $449,913 at 4% or $299,942 at 6%; with 50% employer match about $299,942 at 4% or $199,961 at 6%; with 100% employer match about $224,956 at 4% or $149,971 at 6%.
2019130$7,767,865$618,250$20,608iApproximate average salary by contribution assumption: employee only about $515,208 at 4% or $343,472 at 6%; with 50% employer match about $343,472 at 4% or $228,981 at 6%; with 100% employer match about $257,604 at 4% or $171,736 at 6%.
Bartholomew & Company Inc. 401K Plan-30$7,767,865$618,250$20,608iApproximate average salary by contribution assumption: employee only about $515,208 at 4% or $343,472 at 6%; with 50% employer match about $343,472 at 4% or $228,981 at 6%; with 100% employer match about $257,604 at 4% or $171,736 at 6%.
2018126$5,598,627$706,661$27,179iApproximate average salary by contribution assumption: employee only about $679,482 at 4% or $452,988 at 6%; with 50% employer match about $452,988 at 4% or $301,992 at 6%; with 100% employer match about $339,741 at 4% or $226,494 at 6%.
Bartholomew & Company Inc. 401K Plan-26$5,598,627$706,661$27,179iApproximate average salary by contribution assumption: employee only about $679,482 at 4% or $452,988 at 6%; with 50% employer match about $452,988 at 4% or $301,992 at 6%; with 100% employer match about $339,741 at 4% or $226,494 at 6%.
2017124$5,280,472$521,778$21,741iApproximate average salary by contribution assumption: employee only about $543,519 at 4% or $362,346 at 6%; with 50% employer match about $362,346 at 4% or $241,564 at 6%; with 100% employer match about $271,759 at 4% or $181,173 at 6%.
Bartholomew & Company Inc. 401K Plan-24$5,280,472$521,778$21,741iApproximate average salary by contribution assumption: employee only about $543,519 at 4% or $362,346 at 6%; with 50% employer match about $362,346 at 4% or $241,564 at 6%; with 100% employer match about $271,759 at 4% or $181,173 at 6%.
2016124$4,167,328$403,217$16,801iApproximate average salary by contribution assumption: employee only about $420,018 at 4% or $280,012 at 6%; with 50% employer match about $280,012 at 4% or $186,675 at 6%; with 100% employer match about $210,009 at 4% or $140,006 at 6%.
Bartholomew & Company Inc. 401K Plan-24$4,167,328$403,217$16,801iApproximate average salary by contribution assumption: employee only about $420,018 at 4% or $280,012 at 6%; with 50% employer match about $280,012 at 4% or $186,675 at 6%; with 100% employer match about $210,009 at 4% or $140,006 at 6%.
2015120$3,466,015$240,467$12,023iApproximate average salary by contribution assumption: employee only about $300,584 at 4% or $200,389 at 6%; with 50% employer match about $200,389 at 4% or $133,593 at 6%; with 100% employer match about $150,292 at 4% or $100,195 at 6%.
Bartholomew & Company Inc. 401K Plan-20$3,466,015$240,467$12,023iApproximate average salary by contribution assumption: employee only about $300,584 at 4% or $200,389 at 6%; with 50% employer match about $200,389 at 4% or $133,593 at 6%; with 100% employer match about $150,292 at 4% or $100,195 at 6%.
2014121$3,310,523$242,353$11,541iApproximate average salary by contribution assumption: employee only about $288,515 at 4% or $192,344 at 6%; with 50% employer match about $192,344 at 4% or $128,229 at 6%; with 100% employer match about $144,258 at 4% or $96,172 at 6%.
Bartholomew & Company Inc. 401K Plan-21$3,310,523$242,353$11,541iApproximate average salary by contribution assumption: employee only about $288,515 at 4% or $192,344 at 6%; with 50% employer match about $192,344 at 4% or $128,229 at 6%; with 100% employer match about $144,258 at 4% or $96,172 at 6%.
2013119$2,917,042$409,354$21,545iApproximate average salary by contribution assumption: employee only about $538,624 at 4% or $359,082 at 6%; with 50% employer match about $359,082 at 4% or $239,388 at 6%; with 100% employer match about $269,312 at 4% or $179,541 at 6%.
Bartholomew & Company Inc. 401K Plan-19$2,917,042$409,354$21,545iApproximate average salary by contribution assumption: employee only about $538,624 at 4% or $359,082 at 6%; with 50% employer match about $359,082 at 4% or $239,388 at 6%; with 100% employer match about $269,312 at 4% or $179,541 at 6%.
2012119$2,014,039$200,571$10,556iApproximate average salary by contribution assumption: employee only about $263,909 at 4% or $175,939 at 6%; with 50% employer match about $175,939 at 4% or $117,293 at 6%; with 100% employer match about $131,955 at 4% or $87,970 at 6%.
Bartholomew & Company Inc. 401K Plan-19$2,014,039$200,571$10,556iApproximate average salary by contribution assumption: employee only about $263,909 at 4% or $175,939 at 6%; with 50% employer match about $175,939 at 4% or $117,293 at 6%; with 100% employer match about $131,955 at 4% or $87,970 at 6%.
2011121$1,577,294$316,194$15,057iApproximate average salary by contribution assumption: employee only about $376,421 at 4% or $250,948 at 6%; with 50% employer match about $250,948 at 4% or $167,298 at 6%; with 100% employer match about $188,211 at 4% or $125,474 at 6%.
Bartholomew & Company Inc. 401K Plan-21$1,577,294$316,194$15,057iApproximate average salary by contribution assumption: employee only about $376,421 at 4% or $250,948 at 6%; with 50% employer match about $250,948 at 4% or $167,298 at 6%; with 100% employer match about $188,211 at 4% or $125,474 at 6%.
2010116$1,379,478$176,616$11,039iApproximate average salary by contribution assumption: employee only about $275,963 at 4% or $183,975 at 6%; with 50% employer match about $183,975 at 4% or $122,650 at 6%; with 100% employer match about $137,981 at 4% or $91,988 at 6%.
Bartholomew & Company Inc. 401K Plan-16$1,379,478$176,616$11,039iApproximate average salary by contribution assumption: employee only about $275,963 at 4% or $183,975 at 6%; with 50% employer match about $183,975 at 4% or $122,650 at 6%; with 100% employer match about $137,981 at 4% or $91,988 at 6%.
2009113$1,028,423$143,742$11,057iApproximate average salary by contribution assumption: employee only about $276,427 at 4% or $184,285 at 6%; with 50% employer match about $184,285 at 4% or $122,856 at 6%; with 100% employer match about $138,213 at 4% or $92,142 at 6%.
Bartholomew & Company Inc. 401K Plan-13$1,028,423$143,742$11,057iApproximate average salary by contribution assumption: employee only about $276,427 at 4% or $184,285 at 6%; with 50% employer match about $184,285 at 4% or $122,856 at 6%; with 100% employer match about $138,213 at 4% or $92,142 at 6%.
2008114$685,468$125,348$8,953iApproximate average salary by contribution assumption: employee only about $223,836 at 4% or $149,224 at 6%; with 50% employer match about $149,224 at 4% or $99,483 at 6%; with 100% employer match about $111,918 at 4% or $74,612 at 6%.
Bartholomew & Company Inc. 401K Plan-14$685,468$125,348$8,953iApproximate average salary by contribution assumption: employee only about $223,836 at 4% or $149,224 at 6%; with 50% employer match about $149,224 at 4% or $99,483 at 6%; with 100% employer match about $111,918 at 4% or $74,612 at 6%.
2007114$963,408$128,566$9,183iApproximate average salary by contribution assumption: employee only about $229,582 at 4% or $153,055 at 6%; with 50% employer match about $153,055 at 4% or $102,037 at 6%; with 100% employer match about $114,791 at 4% or $76,527 at 6%.
Bartholomew & Company Inc. 401K Plan-14$963,408$128,566$9,183iApproximate average salary by contribution assumption: employee only about $229,582 at 4% or $153,055 at 6%; with 50% employer match about $153,055 at 4% or $102,037 at 6%; with 100% employer match about $114,791 at 4% or $76,527 at 6%.
2006112$815,547$92,353$7,696iApproximate average salary by contribution assumption: employee only about $192,402 at 4% or $128,268 at 6%; with 50% employer match about $128,268 at 4% or $85,512 at 6%; with 100% employer match about $96,201 at 4% or $64,134 at 6%.
Bartholomew & Company Inc. 401K Plan-12$815,547$92,353$7,696iApproximate average salary by contribution assumption: employee only about $192,402 at 4% or $128,268 at 6%; with 50% employer match about $128,268 at 4% or $85,512 at 6%; with 100% employer match about $96,201 at 4% or $64,134 at 6%.
2005112$727,191$99,513$8,293iApproximate average salary by contribution assumption: employee only about $207,319 at 4% or $138,213 at 6%; with 50% employer match about $138,213 at 4% or $92,142 at 6%; with 100% employer match about $103,659 at 4% or $69,106 at 6%.
Bartholomew & Company Inc. 401K Plan-12$727,191$99,513$8,293iApproximate average salary by contribution assumption: employee only about $207,319 at 4% or $138,213 at 6%; with 50% employer match about $138,213 at 4% or $92,142 at 6%; with 100% employer match about $103,659 at 4% or $69,106 at 6%.
2004110$0$0-
Bartholomew & Company Inc. 401K Plan-10---
2003110$494,324$57,617$5,762iApproximate average salary by contribution assumption: employee only about $144,043 at 4% or $96,028 at 6%; with 50% employer match about $96,028 at 4% or $64,019 at 6%; with 100% employer match about $72,021 at 4% or $48,014 at 6%.
Bartholomew & Company Inc. 401K Plan-10$494,324$57,617$5,762iApproximate average salary by contribution assumption: employee only about $144,043 at 4% or $96,028 at 6%; with 50% employer match about $96,028 at 4% or $64,019 at 6%; with 100% employer match about $72,021 at 4% or $48,014 at 6%.
200219$0$0-
Bartholomew & Company Inc. 401K Plan-9---
200119$0$0-
Bartholomew & Company Inc. 401K Plan-9---
2000111$500,018$70,154$6,378iApproximate average salary by contribution assumption: employee only about $159,441 at 4% or $106,294 at 6%; with 50% employer match about $106,294 at 4% or $70,863 at 6%; with 100% employer match about $79,720 at 4% or $53,147 at 6%.
Bartholomew & Company Inc. 401K Plan-11$500,018$70,154$6,378iApproximate average salary by contribution assumption: employee only about $159,441 at 4% or $106,294 at 6%; with 50% employer match about $106,294 at 4% or $70,863 at 6%; with 100% employer match about $79,720 at 4% or $53,147 at 6%.
1999112$787,345$57,245$4,770iApproximate average salary by contribution assumption: employee only about $119,260 at 4% or $79,507 at 6%; with 50% employer match about $79,507 at 4% or $53,005 at 6%; with 100% employer match about $59,630 at 4% or $39,753 at 6%.
Bartholomew & Company Inc. 401K Plan-12$787,345$57,245$4,770iApproximate average salary by contribution assumption: employee only about $119,260 at 4% or $79,507 at 6%; with 50% employer match about $79,507 at 4% or $53,005 at 6%; with 100% employer match about $59,630 at 4% or $39,753 at 6%.