Sirios Capital Mgmt
Plan context: Sirios Capital Mgmt 401K Plan
EIN 06-1543030 • Boston, MA • 26 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
22
2024 Assets
$13,180,279
2024 Contributions
$432,542
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 22 | $13,180,279 | $432,542 | $19,661iApproximate average salary by contribution assumption: employee only about $491,525 at 4% or $327,683 at 6%; with 50% employer match about $327,683 at 4% or $218,456 at 6%; with 100% employer match about $245,763 at 4% or $163,842 at 6%. |
| Sirios Capital Mgmt 401K Plan | - | 22 | $13,180,279 | $432,542 | $19,661iApproximate average salary by contribution assumption: employee only about $491,525 at 4% or $327,683 at 6%; with 50% employer match about $327,683 at 4% or $218,456 at 6%; with 100% employer match about $245,763 at 4% or $163,842 at 6%. |
| 2023 | 1 | 25 | $11,427,863 | $514,869 | $20,595iApproximate average salary by contribution assumption: employee only about $514,869 at 4% or $343,246 at 6%; with 50% employer match about $343,246 at 4% or $228,831 at 6%; with 100% employer match about $257,434 at 4% or $171,623 at 6%. |
| Sirios Capital Mgmt 401K Plan | - | 25 | $11,427,863 | $514,869 | $20,595iApproximate average salary by contribution assumption: employee only about $514,869 at 4% or $343,246 at 6%; with 50% employer match about $343,246 at 4% or $228,831 at 6%; with 100% employer match about $257,434 at 4% or $171,623 at 6%. |
| 2022 | 1 | 26 | $9,435,930 | $551,758 | $21,221iApproximate average salary by contribution assumption: employee only about $530,537 at 4% or $353,691 at 6%; with 50% employer match about $353,691 at 4% or $235,794 at 6%; with 100% employer match about $265,268 at 4% or $176,846 at 6%. |
| Sirios Capital Mgmt 401K Plan | - | 26 | $9,435,930 | $551,758 | $21,221iApproximate average salary by contribution assumption: employee only about $530,537 at 4% or $353,691 at 6%; with 50% employer match about $353,691 at 4% or $235,794 at 6%; with 100% employer match about $265,268 at 4% or $176,846 at 6%. |
| 2021 | 1 | 30 | $12,127,431 | $659,440 | $21,981iApproximate average salary by contribution assumption: employee only about $549,533 at 4% or $366,356 at 6%; with 50% employer match about $366,356 at 4% or $244,237 at 6%; with 100% employer match about $274,767 at 4% or $183,178 at 6%. |
| Sirios Capital Mgmt 401K Plan | - | 30 | $12,127,431 | $659,440 | $21,981iApproximate average salary by contribution assumption: employee only about $549,533 at 4% or $366,356 at 6%; with 50% employer match about $366,356 at 4% or $244,237 at 6%; with 100% employer match about $274,767 at 4% or $183,178 at 6%. |
| 2020 | 1 | 31 | $10,464,504 | $882,227 | $28,459iApproximate average salary by contribution assumption: employee only about $711,473 at 4% or $474,316 at 6%; with 50% employer match about $474,316 at 4% or $316,210 at 6%; with 100% employer match about $355,737 at 4% or $237,158 at 6%. |
| Sirios Capital Mgmt 401K Plan | - | 31 | $10,464,504 | $882,227 | $28,459iApproximate average salary by contribution assumption: employee only about $711,473 at 4% or $474,316 at 6%; with 50% employer match about $474,316 at 4% or $316,210 at 6%; with 100% employer match about $355,737 at 4% or $237,158 at 6%. |
| 2019 | 1 | 32 | $8,211,863 | $673,756 | $21,055iApproximate average salary by contribution assumption: employee only about $526,372 at 4% or $350,915 at 6%; with 50% employer match about $350,915 at 4% or $233,943 at 6%; with 100% employer match about $263,186 at 4% or $175,457 at 6%. |
| Sirios Capital Mgmt 401K Plan | - | 32 | $8,211,863 | $673,756 | $21,055iApproximate average salary by contribution assumption: employee only about $526,372 at 4% or $350,915 at 6%; with 50% employer match about $350,915 at 4% or $233,943 at 6%; with 100% employer match about $263,186 at 4% or $175,457 at 6%. |
| 2018 | 1 | 34 | $6,200,967 | $715,752 | $21,052iApproximate average salary by contribution assumption: employee only about $526,288 at 4% or $350,859 at 6%; with 50% employer match about $350,859 at 4% or $233,906 at 6%; with 100% employer match about $263,144 at 4% or $175,429 at 6%. |
| Sirios Capital Mgmt 401K Plan | - | 34 | $6,200,967 | $715,752 | $21,052iApproximate average salary by contribution assumption: employee only about $526,288 at 4% or $350,859 at 6%; with 50% employer match about $350,859 at 4% or $233,906 at 6%; with 100% employer match about $263,144 at 4% or $175,429 at 6%. |
| 2017 | 1 | 35 | $6,099,693 | $634,039 | $18,115iApproximate average salary by contribution assumption: employee only about $452,885 at 4% or $301,923 at 6%; with 50% employer match about $301,923 at 4% or $201,282 at 6%; with 100% employer match about $226,443 at 4% or $150,962 at 6%. |
| Sirios Capital Mgmt 401K Plan | - | 35 | $6,099,693 | $634,039 | $18,115iApproximate average salary by contribution assumption: employee only about $452,885 at 4% or $301,923 at 6%; with 50% employer match about $301,923 at 4% or $201,282 at 6%; with 100% employer match about $226,443 at 4% or $150,962 at 6%. |
| 2016 | 1 | 32 | $4,548,183 | $598,642 | $18,708iApproximate average salary by contribution assumption: employee only about $467,689 at 4% or $311,793 at 6%; with 50% employer match about $311,793 at 4% or $207,862 at 6%; with 100% employer match about $233,845 at 4% or $155,896 at 6%. |
| Sirios Capital Mgmt 401K Plan | - | 32 | $4,548,183 | $598,642 | $18,708iApproximate average salary by contribution assumption: employee only about $467,689 at 4% or $311,793 at 6%; with 50% employer match about $311,793 at 4% or $207,862 at 6%; with 100% employer match about $233,845 at 4% or $155,896 at 6%. |
| 2015 | 1 | 27 | $4,223,057 | $464,377 | $17,199iApproximate average salary by contribution assumption: employee only about $429,979 at 4% or $286,652 at 6%; with 50% employer match about $286,652 at 4% or $191,102 at 6%; with 100% employer match about $214,989 at 4% or $143,326 at 6%. |
| Sirios Capital Mgmt 401K Plan | - | 27 | $4,223,057 | $464,377 | $17,199iApproximate average salary by contribution assumption: employee only about $429,979 at 4% or $286,652 at 6%; with 50% employer match about $286,652 at 4% or $191,102 at 6%; with 100% employer match about $214,989 at 4% or $143,326 at 6%. |
| 2014 | 1 | 24 | $3,931,321 | $433,955 | $18,081iApproximate average salary by contribution assumption: employee only about $452,036 at 4% or $301,358 at 6%; with 50% employer match about $301,358 at 4% or $200,905 at 6%; with 100% employer match about $226,018 at 4% or $150,679 at 6%. |
| Sirios Capital Mgmt 401K Plan | - | 24 | $3,931,321 | $433,955 | $18,081iApproximate average salary by contribution assumption: employee only about $452,036 at 4% or $301,358 at 6%; with 50% employer match about $301,358 at 4% or $200,905 at 6%; with 100% employer match about $226,018 at 4% or $150,679 at 6%. |
| 2013 | 1 | 20 | $3,350,047 | $342,089 | $17,104iApproximate average salary by contribution assumption: employee only about $427,611 at 4% or $285,074 at 6%; with 50% employer match about $285,074 at 4% or $190,049 at 6%; with 100% employer match about $213,806 at 4% or $142,537 at 6%. |
| Sirios Capital Mgmt 401K Plan | - | 20 | $3,350,047 | $342,089 | $17,104iApproximate average salary by contribution assumption: employee only about $427,611 at 4% or $285,074 at 6%; with 50% employer match about $285,074 at 4% or $190,049 at 6%; with 100% employer match about $213,806 at 4% or $142,537 at 6%. |
| 2012 | 1 | 17 | $2,529,315 | $348,619 | $20,507iApproximate average salary by contribution assumption: employee only about $512,675 at 4% or $341,783 at 6%; with 50% employer match about $341,783 at 4% or $227,856 at 6%; with 100% employer match about $256,338 at 4% or $170,892 at 6%. |
| Sirios Capital Mgmt 401K Plan | - | 17 | $2,529,315 | $348,619 | $20,507iApproximate average salary by contribution assumption: employee only about $512,675 at 4% or $341,783 at 6%; with 50% employer match about $341,783 at 4% or $227,856 at 6%; with 100% employer match about $256,338 at 4% or $170,892 at 6%. |
| 2011 | 1 | 19 | $2,485,405 | $444,926 | $23,417iApproximate average salary by contribution assumption: employee only about $585,429 at 4% or $390,286 at 6%; with 50% employer match about $390,286 at 4% or $260,191 at 6%; with 100% employer match about $292,714 at 4% or $195,143 at 6%. |
| Sirios Capital Mgmt 401K Plan | - | 19 | $2,485,405 | $444,926 | $23,417iApproximate average salary by contribution assumption: employee only about $585,429 at 4% or $390,286 at 6%; with 50% employer match about $390,286 at 4% or $260,191 at 6%; with 100% employer match about $292,714 at 4% or $195,143 at 6%. |
| 2010 | 1 | 26 | $2,815,426 | $574,793 | $22,107iApproximate average salary by contribution assumption: employee only about $552,686 at 4% or $368,457 at 6%; with 50% employer match about $368,457 at 4% or $245,638 at 6%; with 100% employer match about $276,343 at 4% or $184,229 at 6%. |
| Sirios Capital Mgmt 401K Plan | - | 26 | $2,815,426 | $574,793 | $22,107iApproximate average salary by contribution assumption: employee only about $552,686 at 4% or $368,457 at 6%; with 50% employer match about $368,457 at 4% or $245,638 at 6%; with 100% employer match about $276,343 at 4% or $184,229 at 6%. |
| 2009 | 1 | 32 | $1,990,245 | $520,137 | $16,254iApproximate average salary by contribution assumption: employee only about $406,357 at 4% or $270,905 at 6%; with 50% employer match about $270,905 at 4% or $180,603 at 6%; with 100% employer match about $203,179 at 4% or $135,452 at 6%. |
| Sirios Capital Mgmt 401K Plan | - | 32 | $1,990,245 | $520,137 | $16,254iApproximate average salary by contribution assumption: employee only about $406,357 at 4% or $270,905 at 6%; with 50% employer match about $270,905 at 4% or $180,603 at 6%; with 100% employer match about $203,179 at 4% or $135,452 at 6%. |
| 2008 | 1 | 30 | $1,213,042 | $544,816 | $18,161iApproximate average salary by contribution assumption: employee only about $454,013 at 4% or $302,676 at 6%; with 50% employer match about $302,676 at 4% or $201,784 at 6%; with 100% employer match about $227,007 at 4% or $151,338 at 6%. |
| Sirios Capital Mgmt 401K Plan | - | 30 | $1,213,042 | $544,816 | $18,161iApproximate average salary by contribution assumption: employee only about $454,013 at 4% or $302,676 at 6%; with 50% employer match about $302,676 at 4% or $201,784 at 6%; with 100% employer match about $227,007 at 4% or $151,338 at 6%. |
| 2007 | 1 | 27 | $1,939,805 | $483,342 | $17,902iApproximate average salary by contribution assumption: employee only about $447,539 at 4% or $298,359 at 6%; with 50% employer match about $298,359 at 4% or $198,906 at 6%; with 100% employer match about $223,769 at 4% or $149,180 at 6%. |
| Sirios Capital Mgmt 401K Plan | - | 27 | $1,939,805 | $483,342 | $17,902iApproximate average salary by contribution assumption: employee only about $447,539 at 4% or $298,359 at 6%; with 50% employer match about $298,359 at 4% or $198,906 at 6%; with 100% employer match about $223,769 at 4% or $149,180 at 6%. |
| 2006 | 1 | 23 | $1,533,228 | $371,489 | $16,152iApproximate average salary by contribution assumption: employee only about $403,792 at 4% or $269,195 at 6%; with 50% employer match about $269,195 at 4% or $179,463 at 6%; with 100% employer match about $201,896 at 4% or $134,597 at 6%. |
| Sirios Capital Mgmt 401K Plan | - | 23 | $1,533,228 | $371,489 | $16,152iApproximate average salary by contribution assumption: employee only about $403,792 at 4% or $269,195 at 6%; with 50% employer match about $269,195 at 4% or $179,463 at 6%; with 100% employer match about $201,896 at 4% or $134,597 at 6%. |
| 2005 | 1 | 21 | $1,376,639 | $324,692 | $15,462iApproximate average salary by contribution assumption: employee only about $386,538 at 4% or $257,692 at 6%; with 50% employer match about $257,692 at 4% or $171,795 at 6%; with 100% employer match about $193,269 at 4% or $128,846 at 6%. |
| Sirios Capital Mgmt 401K Plan | - | 21 | $1,376,639 | $324,692 | $15,462iApproximate average salary by contribution assumption: employee only about $386,538 at 4% or $257,692 at 6%; with 50% employer match about $257,692 at 4% or $171,795 at 6%; with 100% employer match about $193,269 at 4% or $128,846 at 6%. |
| 2004 | 1 | 19 | $976,950 | $278,777 | $14,672iApproximate average salary by contribution assumption: employee only about $366,812 at 4% or $244,541 at 6%; with 50% employer match about $244,541 at 4% or $163,027 at 6%; with 100% employer match about $183,406 at 4% or $122,271 at 6%. |
| Sirios Capital Mgmt 401K Plan | - | 19 | $976,950 | $278,777 | $14,672iApproximate average salary by contribution assumption: employee only about $366,812 at 4% or $244,541 at 6%; with 50% employer match about $244,541 at 4% or $163,027 at 6%; with 100% employer match about $183,406 at 4% or $122,271 at 6%. |
| 2003 | 1 | 17 | $620,510 | $231,936 | $13,643iApproximate average salary by contribution assumption: employee only about $341,082 at 4% or $227,388 at 6%; with 50% employer match about $227,388 at 4% or $151,592 at 6%; with 100% employer match about $170,541 at 4% or $113,694 at 6%. |
| Sirios Capital Mgmt 401K Plan | - | 17 | $620,510 | $231,936 | $13,643iApproximate average salary by contribution assumption: employee only about $341,082 at 4% or $227,388 at 6%; with 50% employer match about $227,388 at 4% or $151,592 at 6%; with 100% employer match about $170,541 at 4% or $113,694 at 6%. |
| 2002 | 1 | 15 | $302,749 | $215,015 | $14,334iApproximate average salary by contribution assumption: employee only about $358,358 at 4% or $238,906 at 6%; with 50% employer match about $238,906 at 4% or $159,270 at 6%; with 100% employer match about $179,179 at 4% or $119,453 at 6%. |
| Sirios Capital Mgmt 401K Plan | - | 15 | $302,749 | $215,015 | $14,334iApproximate average salary by contribution assumption: employee only about $358,358 at 4% or $238,906 at 6%; with 50% employer match about $238,906 at 4% or $159,270 at 6%; with 100% employer match about $179,179 at 4% or $119,453 at 6%. |
| 2001 | 1 | 11 | $282,279 | $192,430 | $17,494iApproximate average salary by contribution assumption: employee only about $437,341 at 4% or $291,561 at 6%; with 50% employer match about $291,561 at 4% or $194,374 at 6%; with 100% employer match about $218,670 at 4% or $145,780 at 6%. |
| Sirios Capital Mgmt 401K Plan | - | 11 | $282,279 | $192,430 | $17,494iApproximate average salary by contribution assumption: employee only about $437,341 at 4% or $291,561 at 6%; with 50% employer match about $291,561 at 4% or $194,374 at 6%; with 100% employer match about $218,670 at 4% or $145,780 at 6%. |
| 2000 | 1 | 10 | $165,597 | $135,856 | $13,586iApproximate average salary by contribution assumption: employee only about $339,640 at 4% or $226,427 at 6%; with 50% employer match about $226,427 at 4% or $150,951 at 6%; with 100% employer match about $169,820 at 4% or $113,213 at 6%. |
| Sirios Capital Mgmt 401K Plan | - | 10 | $165,597 | $135,856 | $13,586iApproximate average salary by contribution assumption: employee only about $339,640 at 4% or $226,427 at 6%; with 50% employer match about $226,427 at 4% or $150,951 at 6%; with 100% employer match about $169,820 at 4% or $113,213 at 6%. |
| 1999 | 1 | 10 | $61,702 | $51,703 | $5,170iApproximate average salary by contribution assumption: employee only about $129,258 at 4% or $86,172 at 6%; with 50% employer match about $86,172 at 4% or $57,448 at 6%; with 100% employer match about $64,629 at 4% or $43,086 at 6%. |
| Sirios Capital Mgmt 401K Plan | - | 10 | $61,702 | $51,703 | $5,170iApproximate average salary by contribution assumption: employee only about $129,258 at 4% or $86,172 at 6%; with 50% employer match about $86,172 at 4% or $57,448 at 6%; with 100% employer match about $64,629 at 4% or $43,086 at 6%. |