Civic Intelligence

Vestmark Inc

Plan context: Vestmark Inc 401(K) Plan

EIN 04-3556518 • Wakefield, MA • 33 filings • 3 plans

100 Quannapowitt ParkwaySuite 205Wakefield, MA 01880
Current Snapshot

Latest Year

2024

2024 Participants

353

2024 Assets

$60,326,281

2024 Contributions

$6,651,718

Historical Graphs

Total Assets Over Time

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

$60,326,281$30,163,141$0200320142024YearValue
$60,326,281Latest year 2024

Participants Over Time

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

4472240200320142024YearValue
353Latest 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
20242353$60,326,281$6,651,718$18,843iApproximate average salary by contribution assumption: employee only about $471,085 at 4% or $314,057 at 6%; with 50% employer match about $314,057 at 4% or $209,371 at 6%; with 100% employer match about $235,542 at 4% or $157,028 at 6%.
Vestmark Inc 401(K) Plan-338$60,326,281$6,651,718$19,680iApproximate average salary by contribution assumption: employee only about $491,991 at 4% or $327,994 at 6%; with 50% employer match about $327,994 at 4% or $218,663 at 6%; with 100% employer match about $245,995 at 4% or $163,997 at 6%.
Vestmark Inc. Welfare Benefits Plan-353---
20232371$53,270,419$7,194,674$19,393iApproximate average salary by contribution assumption: employee only about $484,816 at 4% or $323,211 at 6%; with 50% employer match about $323,211 at 4% or $215,474 at 6%; with 100% employer match about $242,408 at 4% or $161,605 at 6%.
Vestmark Inc 401(K) Plan-371$53,270,419$7,194,674$19,393iApproximate average salary by contribution assumption: employee only about $484,816 at 4% or $323,211 at 6%; with 50% employer match about $323,211 at 4% or $215,474 at 6%; with 100% employer match about $242,408 at 4% or $161,605 at 6%.
Vestmark Inc. Welfare Benefits Plan-349---
20222384$42,425,452$6,940,667$18,075iApproximate average salary by contribution assumption: employee only about $451,866 at 4% or $301,244 at 6%; with 50% employer match about $301,244 at 4% or $200,829 at 6%; with 100% employer match about $225,933 at 4% or $150,622 at 6%.
Vestmark Inc 401(K) Plan-384$42,425,452$6,940,667$18,075iApproximate average salary by contribution assumption: employee only about $451,866 at 4% or $301,244 at 6%; with 50% employer match about $301,244 at 4% or $200,829 at 6%; with 100% employer match about $225,933 at 4% or $150,622 at 6%.
Vestmark Inc. Welfare Benefits Plan-383---
20212415$47,179,372$6,334,899$15,265iApproximate average salary by contribution assumption: employee only about $381,620 at 4% or $254,414 at 6%; with 50% employer match about $254,414 at 4% or $169,609 at 6%; with 100% employer match about $190,810 at 4% or $127,207 at 6%.
Vestmark Inc 401(K) Plan-390$47,179,372$6,334,899$16,243iApproximate average salary by contribution assumption: employee only about $406,083 at 4% or $270,722 at 6%; with 50% employer match about $270,722 at 4% or $180,481 at 6%; with 100% employer match about $203,042 at 4% or $135,361 at 6%.
Vestmark Inc. Welfare Benefits Plan-415---
20202442$36,870,463$6,008,326$13,593iApproximate average salary by contribution assumption: employee only about $339,837 at 4% or $226,558 at 6%; with 50% employer match about $226,558 at 4% or $151,039 at 6%; with 100% employer match about $169,919 at 4% or $113,279 at 6%.
Vestmark Inc 401(K) Plan-442$36,870,463$6,008,326$13,593iApproximate average salary by contribution assumption: employee only about $339,837 at 4% or $226,558 at 6%; with 50% employer match about $226,558 at 4% or $151,039 at 6%; with 100% employer match about $169,919 at 4% or $113,279 at 6%.
Vestmark Inc. Welfare Benefits Plan-394---
20192447$28,346,274$7,100,129$15,884iApproximate average salary by contribution assumption: employee only about $397,099 at 4% or $264,733 at 6%; with 50% employer match about $264,733 at 4% or $176,488 at 6%; with 100% employer match about $198,549 at 4% or $132,366 at 6%.
Vestmark Inc 401(K) Plan-424$28,346,274$7,100,129$16,746iApproximate average salary by contribution assumption: employee only about $418,640 at 4% or $279,093 at 6%; with 50% employer match about $279,093 at 4% or $186,062 at 6%; with 100% employer match about $209,320 at 4% or $139,547 at 6%.
Vestmark Inc. Welfare Benefits Plan-447---
20182378$17,042,832$4,900,613$12,965iApproximate average salary by contribution assumption: employee only about $324,115 at 4% or $216,076 at 6%; with 50% employer match about $216,076 at 4% or $144,051 at 6%; with 100% employer match about $162,057 at 4% or $108,038 at 6%.
Vestmark Inc 401(K) Plan-378$17,042,832$4,900,613$12,965iApproximate average salary by contribution assumption: employee only about $324,115 at 4% or $216,076 at 6%; with 50% employer match about $216,076 at 4% or $144,051 at 6%; with 100% employer match about $162,057 at 4% or $108,038 at 6%.
Vestmark Inc. Welfare Benefits Plan-352---
20172312$13,765,804$2,953,520$9,466iApproximate average salary by contribution assumption: employee only about $236,660 at 4% or $157,774 at 6%; with 50% employer match about $157,774 at 4% or $105,182 at 6%; with 100% employer match about $118,330 at 4% or $78,887 at 6%.
Vestmark Inc 401(K) Plan-312$13,765,804$2,953,520$9,466iApproximate average salary by contribution assumption: employee only about $236,660 at 4% or $157,774 at 6%; with 50% employer match about $157,774 at 4% or $105,182 at 6%; with 100% employer match about $118,330 at 4% or $78,887 at 6%.
Vestmark Inc. Welfare Benefits Plan-275---
20162263$9,427,960$2,573,549$9,785iApproximate average salary by contribution assumption: employee only about $244,634 at 4% or $163,089 at 6%; with 50% employer match about $163,089 at 4% or $108,726 at 6%; with 100% employer match about $122,317 at 4% or $81,545 at 6%.
Vestmark Inc 401(K) Plan-242$9,427,960$2,573,549$10,635iApproximate average salary by contribution assumption: employee only about $265,863 at 4% or $177,242 at 6%; with 50% employer match about $177,242 at 4% or $118,161 at 6%; with 100% employer match about $132,931 at 4% or $88,621 at 6%.
Vestmark Inc. Welfare Benefits Plan-263---
20152215$6,190,016$1,377,446$6,407iApproximate average salary by contribution assumption: employee only about $160,168 at 4% or $106,779 at 6%; with 50% employer match about $106,779 at 4% or $71,186 at 6%; with 100% employer match about $80,084 at 4% or $53,389 at 6%.
Vestmark Inc 401(K) Plan-191$6,190,016$1,377,446$7,212iApproximate average salary by contribution assumption: employee only about $180,294 at 4% or $120,196 at 6%; with 50% employer match about $120,196 at 4% or $80,131 at 6%; with 100% employer match about $90,147 at 4% or $60,098 at 6%.
Vestmark Inc. Welfare Benefits Plan-215---
20142165$4,941,667$1,294,550$7,846iApproximate average salary by contribution assumption: employee only about $196,144 at 4% or $130,763 at 6%; with 50% employer match about $130,763 at 4% or $87,175 at 6%; with 100% employer match about $98,072 at 4% or $65,381 at 6%.
Vestmark Inc 401(K) Plan-99$4,941,667$1,294,550$13,076iApproximate average salary by contribution assumption: employee only about $326,907 at 4% or $217,938 at 6%; with 50% employer match about $217,938 at 4% or $145,292 at 6%; with 100% employer match about $163,453 at 4% or $108,969 at 6%.
Vestmark Inc. Welfare Benefits Plan-165---
2013166$3,507,192$463,785$7,027iApproximate average salary by contribution assumption: employee only about $175,676 at 4% or $117,117 at 6%; with 50% employer match about $117,117 at 4% or $78,078 at 6%; with 100% employer match about $87,838 at 4% or $58,559 at 6%.
Vestmark Inc 401(K) Plan-66$3,507,192$463,785$7,027iApproximate average salary by contribution assumption: employee only about $175,676 at 4% or $117,117 at 6%; with 50% employer match about $117,117 at 4% or $78,078 at 6%; with 100% employer match about $87,838 at 4% or $58,559 at 6%.
2012156$2,561,731$426,876$7,623iApproximate average salary by contribution assumption: employee only about $190,570 at 4% or $127,046 at 6%; with 50% employer match about $127,046 at 4% or $84,698 at 6%; with 100% employer match about $95,285 at 4% or $63,523 at 6%.
Vestmark Inc 401(K) Plan-56$2,561,731$426,876$7,623iApproximate average salary by contribution assumption: employee only about $190,570 at 4% or $127,046 at 6%; with 50% employer match about $127,046 at 4% or $84,698 at 6%; with 100% employer match about $95,285 at 4% or $63,523 at 6%.
2011155$1,950,811$450,130$8,184iApproximate average salary by contribution assumption: employee only about $204,605 at 4% or $136,403 at 6%; with 50% employer match about $136,403 at 4% or $90,935 at 6%; with 100% employer match about $102,302 at 4% or $68,202 at 6%.
Vestmark Inc 401(K) Plan-55$1,950,811$450,130$8,184iApproximate average salary by contribution assumption: employee only about $204,605 at 4% or $136,403 at 6%; with 50% employer match about $136,403 at 4% or $90,935 at 6%; with 100% employer match about $102,302 at 4% or $68,202 at 6%.
2010148$1,559,988$319,758$6,662iApproximate average salary by contribution assumption: employee only about $166,541 at 4% or $111,027 at 6%; with 50% employer match about $111,027 at 4% or $74,018 at 6%; with 100% employer match about $83,270 at 4% or $55,514 at 6%.
Vestmark Inc 401(K) Plan-48$1,559,988$319,758$6,662iApproximate average salary by contribution assumption: employee only about $166,541 at 4% or $111,027 at 6%; with 50% employer match about $111,027 at 4% or $74,018 at 6%; with 100% employer match about $83,270 at 4% or $55,514 at 6%.
2009161$1,271,619$338,745$5,553iApproximate average salary by contribution assumption: employee only about $138,830 at 4% or $92,553 at 6%; with 50% employer match about $92,553 at 4% or $61,702 at 6%; with 100% employer match about $69,415 at 4% or $46,277 at 6%.
Vestmark Inc 401(K) Plan-61$1,271,619$338,745$5,553iApproximate average salary by contribution assumption: employee only about $138,830 at 4% or $92,553 at 6%; with 50% employer match about $92,553 at 4% or $61,702 at 6%; with 100% employer match about $69,415 at 4% or $46,277 at 6%.
2008174$878,957$456,478$6,169iApproximate average salary by contribution assumption: employee only about $154,216 at 4% or $102,810 at 6%; with 50% employer match about $102,810 at 4% or $68,540 at 6%; with 100% employer match about $77,108 at 4% or $51,405 at 6%.
Vestmark Inc 401(K) Plan-74$878,957$456,478$6,169iApproximate average salary by contribution assumption: employee only about $154,216 at 4% or $102,810 at 6%; with 50% employer match about $102,810 at 4% or $68,540 at 6%; with 100% employer match about $77,108 at 4% or $51,405 at 6%.
2007163$959,171$334,287$5,306iApproximate average salary by contribution assumption: employee only about $132,654 at 4% or $88,436 at 6%; with 50% employer match about $88,436 at 4% or $58,957 at 6%; with 100% employer match about $66,327 at 4% or $44,218 at 6%.
Vestmark Inc 401(K) Plan-63$959,171$334,287$5,306iApproximate average salary by contribution assumption: employee only about $132,654 at 4% or $88,436 at 6%; with 50% employer match about $88,436 at 4% or $58,957 at 6%; with 100% employer match about $66,327 at 4% or $44,218 at 6%.
2006154$939,405$617,188$11,429iApproximate average salary by contribution assumption: employee only about $285,735 at 4% or $190,490 at 6%; with 50% employer match about $190,490 at 4% or $126,993 at 6%; with 100% employer match about $142,868 at 4% or $95,245 at 6%.
Vestmark Inc 401(K) Plan-54$939,405$617,188$11,429iApproximate average salary by contribution assumption: employee only about $285,735 at 4% or $190,490 at 6%; with 50% employer match about $190,490 at 4% or $126,993 at 6%; with 100% employer match about $142,868 at 4% or $95,245 at 6%.
2005142$366,942$163,307$3,888iApproximate average salary by contribution assumption: employee only about $97,207 at 4% or $64,804 at 6%; with 50% employer match about $64,804 at 4% or $43,203 at 6%; with 100% employer match about $48,603 at 4% or $32,402 at 6%.
Vestmark Inc 401(K) Plan-42$366,942$163,307$3,888iApproximate average salary by contribution assumption: employee only about $97,207 at 4% or $64,804 at 6%; with 50% employer match about $64,804 at 4% or $43,203 at 6%; with 100% employer match about $48,603 at 4% or $32,402 at 6%.
2004130$198,584$113,110$3,770iApproximate average salary by contribution assumption: employee only about $94,258 at 4% or $62,839 at 6%; with 50% employer match about $62,839 at 4% or $41,893 at 6%; with 100% employer match about $47,129 at 4% or $31,419 at 6%.
Vestmark Inc 401(K) Plan-30$198,584$113,110$3,770iApproximate average salary by contribution assumption: employee only about $94,258 at 4% or $62,839 at 6%; with 50% employer match about $62,839 at 4% or $41,893 at 6%; with 100% employer match about $47,129 at 4% or $31,419 at 6%.
2003112$71,734$37,822$3,152iApproximate average salary by contribution assumption: employee only about $78,796 at 4% or $52,531 at 6%; with 50% employer match about $52,531 at 4% or $35,020 at 6%; with 100% employer match about $39,398 at 4% or $26,265 at 6%.
Vestmark Inc 401(K) Plan-12$71,734$37,822$3,152iApproximate average salary by contribution assumption: employee only about $78,796 at 4% or $52,531 at 6%; with 50% employer match about $52,531 at 4% or $35,020 at 6%; with 100% employer match about $39,398 at 4% or $26,265 at 6%.