Civic Intelligence

Dalbar Inc

Plan context: Dalbar Inc 401(K) Retirement Plan

EIN 04-3249657 • Marlborough, MA • 26 filings • 5 plans

5 Mount Royal Ave Ste 380Marlborough, MA 01752-1900
Current Snapshot

Latest Year

2025

2025 Participants

17

2025 Assets

$6,932,676

2025 Contributions

$137,368

Historical Graphs

Total Assets Over Time

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

$6,932,676$3,466,338$0200220152025YearValue
$6,932,676Latest year 2025

Participants Over Time

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

60300200020132025YearValue
17Latest year 2025

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
2025117$6,932,676$137,368$8,080iApproximate average salary by contribution assumption: employee only about $202,012 at 4% or $134,675 at 6%; with 50% employer match about $134,675 at 4% or $89,783 at 6%; with 100% employer match about $101,006 at 4% or $67,337 at 6%.
Dalbar Inc 401(K) Retirement Plan-17$6,932,676$137,368$8,080iApproximate average salary by contribution assumption: employee only about $202,012 at 4% or $134,675 at 6%; with 50% employer match about $134,675 at 4% or $89,783 at 6%; with 100% employer match about $101,006 at 4% or $67,337 at 6%.
2024118$6,329,636$115,850$6,436iApproximate average salary by contribution assumption: employee only about $160,903 at 4% or $107,269 at 6%; with 50% employer match about $107,269 at 4% or $71,512 at 6%; with 100% employer match about $80,451 at 4% or $53,634 at 6%.
Dalbar Inc 401(K) Retirement Plan-18$6,329,636$115,850$6,436iApproximate average salary by contribution assumption: employee only about $160,903 at 4% or $107,269 at 6%; with 50% employer match about $107,269 at 4% or $71,512 at 6%; with 100% employer match about $80,451 at 4% or $53,634 at 6%.
2023119$5,625,024$112,436$5,918iApproximate average salary by contribution assumption: employee only about $147,942 at 4% or $98,628 at 6%; with 50% employer match about $98,628 at 4% or $65,752 at 6%; with 100% employer match about $73,971 at 4% or $49,314 at 6%.
Dalbar Inc 401(K) Retirement Plan-19$5,625,024$112,436$5,918iApproximate average salary by contribution assumption: employee only about $147,942 at 4% or $98,628 at 6%; with 50% employer match about $98,628 at 4% or $65,752 at 6%; with 100% employer match about $73,971 at 4% or $49,314 at 6%.
2022119$4,552,046$114,885$6,047iApproximate average salary by contribution assumption: employee only about $151,164 at 4% or $100,776 at 6%; with 50% employer match about $100,776 at 4% or $67,184 at 6%; with 100% employer match about $75,582 at 4% or $50,388 at 6%.
Dalbar Inc 401(K) Retirement Plan-19$4,552,046$114,885$6,047iApproximate average salary by contribution assumption: employee only about $151,164 at 4% or $100,776 at 6%; with 50% employer match about $100,776 at 4% or $67,184 at 6%; with 100% employer match about $75,582 at 4% or $50,388 at 6%.
2021121$6,359,755$109,529$5,216iApproximate average salary by contribution assumption: employee only about $130,392 at 4% or $86,928 at 6%; with 50% employer match about $86,928 at 4% or $57,952 at 6%; with 100% employer match about $65,196 at 4% or $43,464 at 6%.
Dalbar Inc 401(K) Retirement Plan-21$6,359,755$109,529$5,216iApproximate average salary by contribution assumption: employee only about $130,392 at 4% or $86,928 at 6%; with 50% employer match about $86,928 at 4% or $57,952 at 6%; with 100% employer match about $65,196 at 4% or $43,464 at 6%.
2020123$6,247,545$101,951$4,433iApproximate average salary by contribution assumption: employee only about $110,816 at 4% or $73,878 at 6%; with 50% employer match about $73,878 at 4% or $49,252 at 6%; with 100% employer match about $55,408 at 4% or $36,939 at 6%.
Dalbar Inc 401(K) Retirement Plan-23$6,247,545$101,951$4,433iApproximate average salary by contribution assumption: employee only about $110,816 at 4% or $73,878 at 6%; with 50% employer match about $73,878 at 4% or $49,252 at 6%; with 100% employer match about $55,408 at 4% or $36,939 at 6%.
2019122$4,705,009$81,706$3,714iApproximate average salary by contribution assumption: employee only about $92,848 at 4% or $61,898 at 6%; with 50% employer match about $61,898 at 4% or $41,266 at 6%; with 100% employer match about $46,424 at 4% or $30,949 at 6%.
Dalbar Inc 401(K) Retirement Plan-22$4,705,009$81,706$3,714iApproximate average salary by contribution assumption: employee only about $92,848 at 4% or $61,898 at 6%; with 50% employer match about $61,898 at 4% or $41,266 at 6%; with 100% employer match about $46,424 at 4% or $30,949 at 6%.
2018122$3,675,625$85,634$3,892iApproximate average salary by contribution assumption: employee only about $97,311 at 4% or $64,874 at 6%; with 50% employer match about $64,874 at 4% or $43,249 at 6%; with 100% employer match about $48,656 at 4% or $32,437 at 6%.
Dalbar Inc 401(K) Retirement Plan-22$3,675,625$85,634$3,892iApproximate average salary by contribution assumption: employee only about $97,311 at 4% or $64,874 at 6%; with 50% employer match about $64,874 at 4% or $43,249 at 6%; with 100% employer match about $48,656 at 4% or $32,437 at 6%.
2017123$3,817,506$97,285$4,230iApproximate average salary by contribution assumption: employee only about $105,745 at 4% or $70,496 at 6%; with 50% employer match about $70,496 at 4% or $46,998 at 6%; with 100% employer match about $52,872 at 4% or $35,248 at 6%.
Dalbar Inc 401(K) Retirement Plan-23$3,817,506$97,285$4,230iApproximate average salary by contribution assumption: employee only about $105,745 at 4% or $70,496 at 6%; with 50% employer match about $70,496 at 4% or $46,998 at 6%; with 100% employer match about $52,872 at 4% or $35,248 at 6%.
2016131$3,315,593$175,196$5,651iApproximate average salary by contribution assumption: employee only about $141,287 at 4% or $94,191 at 6%; with 50% employer match about $94,191 at 4% or $62,794 at 6%; with 100% employer match about $70,644 at 4% or $47,096 at 6%.
Dalbar Inc 401(K) Retirement Plan-31$3,315,593$175,196$5,651iApproximate average salary by contribution assumption: employee only about $141,287 at 4% or $94,191 at 6%; with 50% employer match about $94,191 at 4% or $62,794 at 6%; with 100% employer match about $70,644 at 4% or $47,096 at 6%.
2015129$3,154,180$217,815$7,511iApproximate average salary by contribution assumption: employee only about $187,772 at 4% or $125,181 at 6%; with 50% employer match about $125,181 at 4% or $83,454 at 6%; with 100% employer match about $93,886 at 4% or $62,591 at 6%.
Dalbar Inc 401(K) Retirement Plan-29$3,154,180$217,815$7,511iApproximate average salary by contribution assumption: employee only about $187,772 at 4% or $125,181 at 6%; with 50% employer match about $125,181 at 4% or $83,454 at 6%; with 100% employer match about $93,886 at 4% or $62,591 at 6%.
2014134$3,190,342$206,997$6,088iApproximate average salary by contribution assumption: employee only about $152,204 at 4% or $101,469 at 6%; with 50% employer match about $101,469 at 4% or $67,646 at 6%; with 100% employer match about $76,102 at 4% or $50,735 at 6%.
Dalbar Inc 401(K) Retirement Plan-34$3,190,342$206,997$6,088iApproximate average salary by contribution assumption: employee only about $152,204 at 4% or $101,469 at 6%; with 50% employer match about $101,469 at 4% or $67,646 at 6%; with 100% employer match about $76,102 at 4% or $50,735 at 6%.
2013139$2,918,800$212,649$5,453iApproximate average salary by contribution assumption: employee only about $136,313 at 4% or $90,876 at 6%; with 50% employer match about $90,876 at 4% or $60,584 at 6%; with 100% employer match about $68,157 at 4% or $45,438 at 6%.
Dalbar Inc 401(K) Retirement Plan-39$2,918,800$212,649$5,453iApproximate average salary by contribution assumption: employee only about $136,313 at 4% or $90,876 at 6%; with 50% employer match about $90,876 at 4% or $60,584 at 6%; with 100% employer match about $68,157 at 4% or $45,438 at 6%.
2012135$2,222,911$179,502$5,129iApproximate average salary by contribution assumption: employee only about $128,216 at 4% or $85,477 at 6%; with 50% employer match about $85,477 at 4% or $56,985 at 6%; with 100% employer match about $64,108 at 4% or $42,739 at 6%.
Dalbar Inc 401(K) Retirement Plan-35$2,222,911$179,502$5,129iApproximate average salary by contribution assumption: employee only about $128,216 at 4% or $85,477 at 6%; with 50% employer match about $85,477 at 4% or $56,985 at 6%; with 100% employer match about $64,108 at 4% or $42,739 at 6%.
2011145$1,964,767$222,241$4,939iApproximate average salary by contribution assumption: employee only about $123,467 at 4% or $82,311 at 6%; with 50% employer match about $82,311 at 4% or $54,874 at 6%; with 100% employer match about $61,734 at 4% or $41,156 at 6%.
Dalbar Inc 401(K) Retirement Plan-45$1,964,767$222,241$4,939iApproximate average salary by contribution assumption: employee only about $123,467 at 4% or $82,311 at 6%; with 50% employer match about $82,311 at 4% or $54,874 at 6%; with 100% employer match about $61,734 at 4% or $41,156 at 6%.
2010149$2,210,091$259,247$5,291iApproximate average salary by contribution assumption: employee only about $132,269 at 4% or $88,179 at 6%; with 50% employer match about $88,179 at 4% or $58,786 at 6%; with 100% employer match about $66,134 at 4% or $44,090 at 6%.
Dalbar Inc 401(K) Retirement Plan-49$2,210,091$259,247$5,291iApproximate average salary by contribution assumption: employee only about $132,269 at 4% or $88,179 at 6%; with 50% employer match about $88,179 at 4% or $58,786 at 6%; with 100% employer match about $66,134 at 4% or $44,090 at 6%.
2009154$1,757,366$246,447$4,564iApproximate average salary by contribution assumption: employee only about $114,096 at 4% or $76,064 at 6%; with 50% employer match about $76,064 at 4% or $50,709 at 6%; with 100% employer match about $57,048 at 4% or $38,032 at 6%.
Dalbar Inc 401(K) Retirement Plan-54$1,757,366$246,447$4,564iApproximate average salary by contribution assumption: employee only about $114,096 at 4% or $76,064 at 6%; with 50% employer match about $76,064 at 4% or $50,709 at 6%; with 100% employer match about $57,048 at 4% or $38,032 at 6%.
2008145$0$0-
Dalbar Inc 401(K) Retirement Plan-45---
2007132$0$0-
Dalbar Inc 401(K) Retirement Plan-32---
2006135$1,241,951$143,501$4,100iApproximate average salary by contribution assumption: employee only about $102,501 at 4% or $68,334 at 6%; with 50% employer match about $68,334 at 4% or $45,556 at 6%; with 100% employer match about $51,250 at 4% or $34,167 at 6%.
Dalbar Inc 401(K) Retirement Plan-35$1,241,951$143,501$4,100iApproximate average salary by contribution assumption: employee only about $102,501 at 4% or $68,334 at 6%; with 50% employer match about $68,334 at 4% or $45,556 at 6%; with 100% employer match about $51,250 at 4% or $34,167 at 6%.
2005140$1,069,754$157,028$3,926iApproximate average salary by contribution assumption: employee only about $98,143 at 4% or $65,428 at 6%; with 50% employer match about $65,428 at 4% or $43,619 at 6%; with 100% employer match about $49,071 at 4% or $32,714 at 6%.
Dalbar Inc 401(K) Retirement Plan-40$1,069,754$157,028$3,926iApproximate average salary by contribution assumption: employee only about $98,143 at 4% or $65,428 at 6%; with 50% employer match about $65,428 at 4% or $43,619 at 6%; with 100% employer match about $49,071 at 4% or $32,714 at 6%.
2004148$949,126$216,697$4,515iApproximate average salary by contribution assumption: employee only about $112,863 at 4% or $75,242 at 6%; with 50% employer match about $75,242 at 4% or $50,161 at 6%; with 100% employer match about $56,432 at 4% or $37,621 at 6%.
Dalbar Inc 401(K) Retirement Plan-48$949,126$216,697$4,515iApproximate average salary by contribution assumption: employee only about $112,863 at 4% or $75,242 at 6%; with 50% employer match about $75,242 at 4% or $50,161 at 6%; with 100% employer match about $56,432 at 4% or $37,621 at 6%.
2003150$751,450$125,542$2,511iApproximate average salary by contribution assumption: employee only about $62,771 at 4% or $41,847 at 6%; with 50% employer match about $41,847 at 4% or $27,898 at 6%; with 100% employer match about $31,386 at 4% or $20,924 at 6%.
Dalbar Inc 401(K) Retirement Plan-50$751,450$125,542$2,511iApproximate average salary by contribution assumption: employee only about $62,771 at 4% or $41,847 at 6%; with 50% employer match about $41,847 at 4% or $27,898 at 6%; with 100% employer match about $31,386 at 4% or $20,924 at 6%.
2002149$581,925$158,104$3,227iApproximate average salary by contribution assumption: employee only about $80,665 at 4% or $53,777 at 6%; with 50% employer match about $53,777 at 4% or $35,851 at 6%; with 100% employer match about $40,333 at 4% or $26,888 at 6%.
Dalbar Inc 401(K) Retirement Plan-49$581,925$158,104$3,227iApproximate average salary by contribution assumption: employee only about $80,665 at 4% or $53,777 at 6%; with 50% employer match about $53,777 at 4% or $35,851 at 6%; with 100% employer match about $40,333 at 4% or $26,888 at 6%.
2001160$0$0-
Dalbar Inc 401(K) Retirement Plan-60---
2000142$0$0-
Dalbar Inc 401(K) Retirement Plan-42---