Civic Intelligence

Workability Inc

Plan context: Worzability Inc Retirement Trust

EIN 11-2643127 • Pound Ridge, NY • 52 filings • 13 plans

P.O. Box 404Pound Ridge, NY 10576
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$7,069,264

2024 Contributions

$161,250

Historical Graphs

Total Assets Over Time

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

$7,069,264$3,534,632$0199920122024YearValue
$7,069,264Latest year 2024

Participants Over Time

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

420199920122024YearValue
4Latest 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
202424$7,069,264$161,250$40,313iApproximate average salary by contribution assumption: employee only about $1,007,813 at 4% or $671,875 at 6%; with 50% employer match about $671,875 at 4% or $447,917 at 6%; with 100% employer match about $503,906 at 4% or $335,938 at 6%.
Worzability Inc Retirement Trust-4$4,145,389$161,250$40,313iApproximate average salary by contribution assumption: employee only about $1,007,813 at 4% or $671,875 at 6%; with 50% employer match about $671,875 at 4% or $447,917 at 6%; with 100% employer match about $503,906 at 4% or $335,938 at 6%.
Workability Inc Defined Benefit Trust-2$2,923,875$0-
202324$6,877,222$264,000$66,000iApproximate average salary by contribution assumption: employee only about $1,650,000 at 4% or $1,100,000 at 6%; with 50% employer match about $1,100,000 at 4% or $733,333 at 6%; with 100% employer match about $825,000 at 4% or $550,000 at 6%.
Worzability Inc Retirement Trust-4$3,895,574$264,000$66,000iApproximate average salary by contribution assumption: employee only about $1,650,000 at 4% or $1,100,000 at 6%; with 50% employer match about $1,100,000 at 4% or $733,333 at 6%; with 100% employer match about $825,000 at 4% or $550,000 at 6%.
Workability Inc Defined Benefit Trust-2$2,981,648$0-
202224$6,233,143$240,000$60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%.
Worzability Inc Retirement Trust-4$3,467,247$240,000$60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%.
Workability Inc Defined Benefit Trust-2$2,765,896$0-
202124$6,274,084$232,000$58,000iApproximate average salary by contribution assumption: employee only about $1,450,000 at 4% or $966,667 at 6%; with 50% employer match about $966,667 at 4% or $644,444 at 6%; with 100% employer match about $725,000 at 4% or $483,333 at 6%.
Worzability Inc Retirement Trust-4$3,525,966$232,000$58,000iApproximate average salary by contribution assumption: employee only about $1,450,000 at 4% or $966,667 at 6%; with 50% employer match about $966,667 at 4% or $644,444 at 6%; with 100% employer match about $725,000 at 4% or $483,333 at 6%.
Workability Inc Defined Benefit Trust-2$2,748,118$0-
202024$6,374,071$228,000$57,000iApproximate average salary by contribution assumption: employee only about $1,425,000 at 4% or $950,000 at 6%; with 50% employer match about $950,000 at 4% or $633,333 at 6%; with 100% employer match about $712,500 at 4% or $475,000 at 6%.
Worzability Inc Retirement Trust-4$3,352,900$228,000$57,000iApproximate average salary by contribution assumption: employee only about $1,425,000 at 4% or $950,000 at 6%; with 50% employer match about $950,000 at 4% or $633,333 at 6%; with 100% employer match about $712,500 at 4% or $475,000 at 6%.
Workability Inc Defined Benefit Trust-2$3,021,171$0-
201924$5,145,162$668,000$167,000iApproximate average salary by contribution assumption: employee only about $4,175,000 at 4% or $2,783,333 at 6%; with 50% employer match about $2,783,333 at 4% or $1,855,556 at 6%; with 100% employer match about $2,087,500 at 4% or $1,391,667 at 6%.
Worzability Inc Retirement Trust-4$2,806,668$168,000$42,000iApproximate average salary by contribution assumption: employee only about $1,050,000 at 4% or $700,000 at 6%; with 50% employer match about $700,000 at 4% or $466,667 at 6%; with 100% employer match about $525,000 at 4% or $350,000 at 6%.
Workability Inc Defined Benefit Trust-2$2,338,494$500,000$250,000iApproximate average salary by contribution assumption: employee only about $6,250,000 at 4% or $4,166,667 at 6%; with 50% employer match about $4,166,667 at 4% or $2,777,778 at 6%; with 100% employer match about $3,125,000 at 4% or $2,083,333 at 6%.
201824$4,606,923$720,000$180,000iApproximate average salary by contribution assumption: employee only about $4,500,000 at 4% or $3,000,000 at 6%; with 50% employer match about $3,000,000 at 4% or $2,000,000 at 6%; with 100% employer match about $2,250,000 at 4% or $1,500,000 at 6%.
Worzability Inc Retirement Trust-4$2,706,813$220,000$55,000iApproximate average salary by contribution assumption: employee only about $1,375,000 at 4% or $916,667 at 6%; with 50% employer match about $916,667 at 4% or $611,111 at 6%; with 100% employer match about $687,500 at 4% or $458,333 at 6%.
Workability Inc Defined Benefit Trust-2$1,900,110$500,000$250,000iApproximate average salary by contribution assumption: employee only about $6,250,000 at 4% or $4,166,667 at 6%; with 50% employer match about $4,166,667 at 4% or $2,777,778 at 6%; with 100% employer match about $3,125,000 at 4% or $2,083,333 at 6%.
201724$3,923,442$716,000$179,000iApproximate average salary by contribution assumption: employee only about $4,475,000 at 4% or $2,983,333 at 6%; with 50% employer match about $2,983,333 at 4% or $1,988,889 at 6%; with 100% employer match about $2,237,500 at 4% or $1,491,667 at 6%.
Worzability Inc Retirement Trust-4$2,557,088$216,000$54,000iApproximate average salary by contribution assumption: employee only about $1,350,000 at 4% or $900,000 at 6%; with 50% employer match about $900,000 at 4% or $600,000 at 6%; with 100% employer match about $675,000 at 4% or $450,000 at 6%.
Workability Inc Defined Benefit Trust-2$1,366,354$500,000$250,000iApproximate average salary by contribution assumption: employee only about $6,250,000 at 4% or $4,166,667 at 6%; with 50% employer match about $4,166,667 at 4% or $2,777,778 at 6%; with 100% employer match about $3,125,000 at 4% or $2,083,333 at 6%.
201624$3,255,313$512,000$128,000iApproximate average salary by contribution assumption: employee only about $3,200,000 at 4% or $2,133,333 at 6%; with 50% employer match about $2,133,333 at 4% or $1,422,222 at 6%; with 100% employer match about $1,600,000 at 4% or $1,066,667 at 6%.
Worzability Inc Retirement Trust-4$2,400,193$212,000$53,000iApproximate average salary by contribution assumption: employee only about $1,325,000 at 4% or $883,333 at 6%; with 50% employer match about $883,333 at 4% or $588,889 at 6%; with 100% employer match about $662,500 at 4% or $441,667 at 6%.
Workability Inc Defined Benefit Trust-2$855,120$300,000$150,000iApproximate average salary by contribution assumption: employee only about $3,750,000 at 4% or $2,500,000 at 6%; with 50% employer match about $2,500,000 at 4% or $1,666,667 at 6%; with 100% employer match about $1,875,000 at 4% or $1,250,000 at 6%.
201524$2,834,680$442,000$110,500iApproximate average salary by contribution assumption: employee only about $2,762,500 at 4% or $1,841,667 at 6%; with 50% employer match about $1,841,667 at 4% or $1,227,778 at 6%; with 100% employer match about $1,381,250 at 4% or $920,833 at 6%.
Worzability Inc Retirement Trust-4$2,282,805$212,000$53,000iApproximate average salary by contribution assumption: employee only about $1,325,000 at 4% or $883,333 at 6%; with 50% employer match about $883,333 at 4% or $588,889 at 6%; with 100% employer match about $662,500 at 4% or $441,667 at 6%.
Workability Inc Defined Benefit Trust-2$551,875$230,000$115,000iApproximate average salary by contribution assumption: employee only about $2,875,000 at 4% or $1,916,667 at 6%; with 50% employer match about $1,916,667 at 4% or $1,277,778 at 6%; with 100% employer match about $1,437,500 at 4% or $958,333 at 6%.
201424$2,450,473$308,000$77,000iApproximate average salary by contribution assumption: employee only about $1,925,000 at 4% or $1,283,333 at 6%; with 50% employer match about $1,283,333 at 4% or $855,556 at 6%; with 100% employer match about $962,500 at 4% or $641,667 at 6%.
Worzability Inc Retirement Trust-4$2,130,206$208,000$52,000iApproximate average salary by contribution assumption: employee only about $1,300,000 at 4% or $866,667 at 6%; with 50% employer match about $866,667 at 4% or $577,778 at 6%; with 100% employer match about $650,000 at 4% or $433,333 at 6%.
Workability Inc Defined Benefit Trust-2$320,267$100,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
201324$2,140,660$543,000$135,750iApproximate average salary by contribution assumption: employee only about $3,393,750 at 4% or $2,262,500 at 6%; with 50% employer match about $2,262,500 at 4% or $1,508,333 at 6%; with 100% employer match about $1,696,875 at 4% or $1,131,250 at 6%.
Worzability Inc Retirement Trust-4$1,920,620$408,000$102,000iApproximate average salary by contribution assumption: employee only about $2,550,000 at 4% or $1,700,000 at 6%; with 50% employer match about $1,700,000 at 4% or $1,133,333 at 6%; with 100% employer match about $1,275,000 at 4% or $850,000 at 6%.
Workability Inc Defined Benefit Trust-2$220,040$135,000$67,500iApproximate average salary by contribution assumption: employee only about $1,687,500 at 4% or $1,125,000 at 6%; with 50% employer match about $1,125,000 at 4% or $750,000 at 6%; with 100% employer match about $843,750 at 4% or $562,500 at 6%.
201224$6,928,977$446,000$111,500iApproximate average salary by contribution assumption: employee only about $2,787,500 at 4% or $1,858,333 at 6%; with 50% employer match about $1,858,333 at 4% or $1,238,889 at 6%; with 100% employer match about $1,393,750 at 4% or $929,167 at 6%.
Workability Inc Defined Benefit Trust-4$5,212,905$150,000$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
Worzability Inc Retirement Trust-4$1,716,072$296,000$74,000iApproximate average salary by contribution assumption: employee only about $1,850,000 at 4% or $1,233,333 at 6%; with 50% employer match about $1,233,333 at 4% or $822,222 at 6%; with 100% employer match about $925,000 at 4% or $616,667 at 6%.
201124$6,627,035$401,000$100,250iApproximate average salary by contribution assumption: employee only about $2,506,250 at 4% or $1,670,833 at 6%; with 50% employer match about $1,670,833 at 4% or $1,113,889 at 6%; with 100% employer match about $1,253,125 at 4% or $835,417 at 6%.
Workability Inc Defined Benefit Trust-4$5,060,367$150,000$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
Worzability Inc Retirement Trust-3$1,566,668$251,000$83,667iApproximate average salary by contribution assumption: employee only about $2,091,667 at 4% or $1,394,444 at 6%; with 50% employer match about $1,394,444 at 4% or $929,630 at 6%; with 100% employer match about $1,045,833 at 4% or $697,222 at 6%.
201024$6,347,502$526,000$131,500iApproximate average salary by contribution assumption: employee only about $3,287,500 at 4% or $2,191,667 at 6%; with 50% employer match about $2,191,667 at 4% or $1,461,111 at 6%; with 100% employer match about $1,643,750 at 4% or $1,095,833 at 6%.
Workability Inc Defined Benefit Trust-4$4,907,929$300,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
Worzability Inc Retirement Trust-3$1,439,573$226,000$75,333iApproximate average salary by contribution assumption: employee only about $1,883,333 at 4% or $1,255,556 at 6%; with 50% employer match about $1,255,556 at 4% or $837,037 at 6%; with 100% employer match about $941,667 at 4% or $627,778 at 6%.
200924$5,924,500$600,000$150,000iApproximate average salary by contribution assumption: employee only about $3,750,000 at 4% or $2,500,000 at 6%; with 50% employer match about $2,500,000 at 4% or $1,666,667 at 6%; with 100% employer match about $1,875,000 at 4% or $1,250,000 at 6%.
Workability Inc Defined Benefit Trust-4$4,599,240$600,000$150,000iApproximate average salary by contribution assumption: employee only about $3,750,000 at 4% or $2,500,000 at 6%; with 50% employer match about $2,500,000 at 4% or $1,666,667 at 6%; with 100% employer match about $1,875,000 at 4% or $1,250,000 at 6%.
Worzability Inc Retirement Trust-2$1,325,260$0-
200823$5,312,167$600,000$200,000iApproximate average salary by contribution assumption: employee only about $5,000,000 at 4% or $3,333,333 at 6%; with 50% employer match about $3,333,333 at 4% or $2,222,222 at 6%; with 100% employer match about $2,500,000 at 4% or $1,666,667 at 6%.
Workability Inc Defined Benefit Trust-3$3,989,940$600,000$200,000iApproximate average salary by contribution assumption: employee only about $5,000,000 at 4% or $3,333,333 at 6%; with 50% employer match about $3,333,333 at 4% or $2,222,222 at 6%; with 100% employer match about $2,500,000 at 4% or $1,666,667 at 6%.
Worzability Inc Retirement Trust-3$1,322,227--
200723$3,334,325$650,000$216,667iApproximate average salary by contribution assumption: employee only about $5,416,667 at 4% or $3,611,111 at 6%; with 50% employer match about $3,611,111 at 4% or $2,407,407 at 6%; with 100% employer match about $2,708,333 at 4% or $1,805,556 at 6%.
Workability Inc Defined Benefit Trust-3$3,334,325$650,000$216,667iApproximate average salary by contribution assumption: employee only about $5,416,667 at 4% or $3,611,111 at 6%; with 50% employer match about $3,611,111 at 4% or $2,407,407 at 6%; with 100% employer match about $2,708,333 at 4% or $1,805,556 at 6%.
Worzability Inc Retirement Trust-3---
200623$3,797,986$450,000$150,000iApproximate average salary by contribution assumption: employee only about $3,750,000 at 4% or $2,500,000 at 6%; with 50% employer match about $2,500,000 at 4% or $1,666,667 at 6%; with 100% employer match about $1,875,000 at 4% or $1,250,000 at 6%.
Workability Inc Defined Benefit Trust-3$2,550,426$450,000$150,000iApproximate average salary by contribution assumption: employee only about $3,750,000 at 4% or $2,500,000 at 6%; with 50% employer match about $2,500,000 at 4% or $1,666,667 at 6%; with 100% employer match about $1,875,000 at 4% or $1,250,000 at 6%.
Worzability Inc Retirement Trust-3$1,247,560--
200523$3,155,493$367,000$122,333iApproximate average salary by contribution assumption: employee only about $3,058,333 at 4% or $2,038,889 at 6%; with 50% employer match about $2,038,889 at 4% or $1,359,259 at 6%; with 100% employer match about $1,529,167 at 4% or $1,019,444 at 6%.
Workability Inc Defined Benefit Trust-3$1,979,891$367,000$122,333iApproximate average salary by contribution assumption: employee only about $3,058,333 at 4% or $2,038,889 at 6%; with 50% employer match about $2,038,889 at 4% or $1,359,259 at 6%; with 100% employer match about $1,529,167 at 4% or $1,019,444 at 6%.
Worzability Inc Retirement Trust-3$1,175,602--
200422$2,688,732$350,000$175,000iApproximate average salary by contribution assumption: employee only about $4,375,000 at 4% or $2,916,667 at 6%; with 50% employer match about $2,916,667 at 4% or $1,944,444 at 6%; with 100% employer match about $2,187,500 at 4% or $1,458,333 at 6%.
Workability Inc Defined Benefit Trust-2$1,547,462$350,000$175,000iApproximate average salary by contribution assumption: employee only about $4,375,000 at 4% or $2,916,667 at 6%; with 50% employer match about $2,916,667 at 4% or $1,944,444 at 6%; with 100% employer match about $2,187,500 at 4% or $1,458,333 at 6%.
Worzability Inc Retirement Trust-2$1,141,270--
200322$2,302,283$333,000$166,500iApproximate average salary by contribution assumption: employee only about $4,162,500 at 4% or $2,775,000 at 6%; with 50% employer match about $2,775,000 at 4% or $1,850,000 at 6%; with 100% employer match about $2,081,250 at 4% or $1,387,500 at 6%.
Workability Inc Defined Benefit Trust-2$1,173,064$333,000$166,500iApproximate average salary by contribution assumption: employee only about $4,162,500 at 4% or $2,775,000 at 6%; with 50% employer match about $2,775,000 at 4% or $1,850,000 at 6%; with 100% employer match about $2,081,250 at 4% or $1,387,500 at 6%.
Worzability Inc Retirement Trust-2$1,129,219--
200222$1,122,373$0-
Worzability Inc Retirement Trust-2$1,122,373--
Workability Inc Defined Benefit Trust-2---
200123$1,102,641$434$145iApproximate average salary by contribution assumption: employee only about $3,617 at 4% or $2,411 at 6%; with 50% employer match about $2,411 at 4% or $1,607 at 6%; with 100% employer match about $1,808 at 4% or $1,206 at 6%.
Worzability Inc Retirement Trust-3$1,102,641$434$145iApproximate average salary by contribution assumption: employee only about $3,617 at 4% or $2,411 at 6%; with 50% employer match about $2,411 at 4% or $1,607 at 6%; with 100% employer match about $1,808 at 4% or $1,206 at 6%.
Workability Inc Defined Benefit Trust-3---
200023$224,096$189,760$63,253iApproximate average salary by contribution assumption: employee only about $1,581,333 at 4% or $1,054,222 at 6%; with 50% employer match about $1,054,222 at 4% or $702,815 at 6%; with 100% employer match about $790,667 at 4% or $527,111 at 6%.
Workability Inc Defined Benefit Trust-3$224,096$189,760$63,253iApproximate average salary by contribution assumption: employee only about $1,581,333 at 4% or $1,054,222 at 6%; with 50% employer match about $1,054,222 at 4% or $702,815 at 6%; with 100% employer match about $790,667 at 4% or $527,111 at 6%.
Worzability Inc Retirement Trust-3---
199923$1,025,856$82,396$27,465iApproximate average salary by contribution assumption: employee only about $686,633 at 4% or $457,756 at 6%; with 50% employer match about $457,756 at 4% or $305,170 at 6%; with 100% employer match about $343,317 at 4% or $228,878 at 6%.
Worzability Inc Retirement Trust-3$994,262$65,733$21,911iApproximate average salary by contribution assumption: employee only about $547,775 at 4% or $365,183 at 6%; with 50% employer match about $365,183 at 4% or $243,456 at 6%; with 100% employer match about $273,888 at 4% or $182,592 at 6%.
Workability Inc Defined Benefit Trust-3$31,594$16,663$5,554iApproximate average salary by contribution assumption: employee only about $138,858 at 4% or $92,572 at 6%; with 50% employer match about $92,572 at 4% or $61,715 at 6%; with 100% employer match about $69,429 at 4% or $46,286 at 6%.