Petroleum Industry Research Foundation
Plan context: ENERGY POLICY RESEARCH FOUNDATION, INC. RETIREMENT TRUST
EIN 13-1512139 • Washington, DC • 15 filings • 3 plans
Current Snapshot
Latest Year
2020
2020 Participants
3
2020 Assets
$459,889
2020 Contributions
$51,940
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 |
|---|---|---|---|---|---|
| 2020 | 1 | 3 | $459,889 | $51,940 | $17,313iApproximate average salary by contribution assumption: employee only about $432,833 at 4% or $288,556 at 6%; with 50% employer match about $288,556 at 4% or $192,370 at 6%; with 100% employer match about $216,417 at 4% or $144,278 at 6%. |
| ENERGY POLICY RESEARCH FOUNDATION, INC. RETIREMENT TRUST | - | 3 | $459,889 | $51,940 | $17,313iApproximate average salary by contribution assumption: employee only about $432,833 at 4% or $288,556 at 6%; with 50% employer match about $288,556 at 4% or $192,370 at 6%; with 100% employer match about $216,417 at 4% or $144,278 at 6%. |
| 2019 | 1 | 3 | $360,594 | $59,180 | $19,727iApproximate average salary by contribution assumption: employee only about $493,167 at 4% or $328,778 at 6%; with 50% employer match about $328,778 at 4% or $219,185 at 6%; with 100% employer match about $246,583 at 4% or $164,389 at 6%. |
| ENERGY POLICY RESEARCH FOUNDATION, INC. RETIREMENT TRUST | - | 3 | $360,594 | $59,180 | $19,727iApproximate average salary by contribution assumption: employee only about $493,167 at 4% or $328,778 at 6%; with 50% employer match about $328,778 at 4% or $219,185 at 6%; with 100% employer match about $246,583 at 4% or $164,389 at 6%. |
| 2018 | 1 | 4 | $256,309 | $67,167 | $16,792iApproximate average salary by contribution assumption: employee only about $419,794 at 4% or $279,863 at 6%; with 50% employer match about $279,863 at 4% or $186,575 at 6%; with 100% employer match about $209,897 at 4% or $139,931 at 6%. |
| ENERGY POLICY RESEARCH FOUNDATION, INC. RETIREMENT TRUST | - | 4 | $256,309 | $67,167 | $16,792iApproximate average salary by contribution assumption: employee only about $419,794 at 4% or $279,863 at 6%; with 50% employer match about $279,863 at 4% or $186,575 at 6%; with 100% employer match about $209,897 at 4% or $139,931 at 6%. |
| 2017 | 1 | 4 | $201,297 | $60,252 | $15,063iApproximate average salary by contribution assumption: employee only about $376,575 at 4% or $251,050 at 6%; with 50% employer match about $251,050 at 4% or $167,367 at 6%; with 100% employer match about $188,288 at 4% or $125,525 at 6%. |
| ENERGY POLICY RESEARCH FOUNDATION, INC. RETIREMENT TRUST | - | 4 | $201,297 | $60,252 | $15,063iApproximate average salary by contribution assumption: employee only about $376,575 at 4% or $251,050 at 6%; with 50% employer match about $251,050 at 4% or $167,367 at 6%; with 100% employer match about $188,288 at 4% or $125,525 at 6%. |
| 2016 | 1 | 3 | $128,647 | $46,168 | $15,389iApproximate average salary by contribution assumption: employee only about $384,733 at 4% or $256,489 at 6%; with 50% employer match about $256,489 at 4% or $170,993 at 6%; with 100% employer match about $192,367 at 4% or $128,244 at 6%. |
| ENERGY POLICY RESEARCH FOUNDATION, INC. RETIREMENT TRUST | - | 3 | $128,647 | $46,168 | $15,389iApproximate average salary by contribution assumption: employee only about $384,733 at 4% or $256,489 at 6%; with 50% employer match about $256,489 at 4% or $170,993 at 6%; with 100% employer match about $192,367 at 4% or $128,244 at 6%. |
| 2015 | 1 | 4 | $113,864 | $46,494 | $11,624iApproximate average salary by contribution assumption: employee only about $290,588 at 4% or $193,725 at 6%; with 50% employer match about $193,725 at 4% or $129,150 at 6%; with 100% employer match about $145,294 at 4% or $96,863 at 6%. |
| ENERGY POLICY RESEARCH FOUNDATION, INC. RETIREMENT TRUST | - | 4 | $113,864 | $46,494 | $11,624iApproximate average salary by contribution assumption: employee only about $290,588 at 4% or $193,725 at 6%; with 50% employer match about $193,725 at 4% or $129,150 at 6%; with 100% employer match about $145,294 at 4% or $96,863 at 6%. |
| 2014 | 1 | 4 | $94,197 | $82,444 | $20,611iApproximate average salary by contribution assumption: employee only about $515,275 at 4% or $343,517 at 6%; with 50% employer match about $343,517 at 4% or $229,011 at 6%; with 100% employer match about $257,638 at 4% or $171,758 at 6%. |
| ENERGY POLICY RESEARCH FOUNDATION, INC. RETIREMENT TRUST | - | 4 | $94,197 | $82,444 | $20,611iApproximate average salary by contribution assumption: employee only about $515,275 at 4% or $343,517 at 6%; with 50% employer match about $343,517 at 4% or $229,011 at 6%; with 100% employer match about $257,638 at 4% or $171,758 at 6%. |
| 2006 | 1 | 2 | $848,513 | $31,286 | $15,643iApproximate average salary by contribution assumption: employee only about $391,075 at 4% or $260,717 at 6%; with 50% employer match about $260,717 at 4% or $173,811 at 6%; with 100% employer match about $195,538 at 4% or $130,358 at 6%. |
| Petroleum Industry Research Foundation Pension Plan and Trust | - | 2 | $848,513 | $31,286 | $15,643iApproximate average salary by contribution assumption: employee only about $391,075 at 4% or $260,717 at 6%; with 50% employer match about $260,717 at 4% or $173,811 at 6%; with 100% employer match about $195,538 at 4% or $130,358 at 6%. |
| 2005 | 1 | 2 | $751,666 | $28,403 | $14,202iApproximate average salary by contribution assumption: employee only about $355,038 at 4% or $236,692 at 6%; with 50% employer match about $236,692 at 4% or $157,794 at 6%; with 100% employer match about $177,519 at 4% or $118,346 at 6%. |
| Petroleum Industry Research Foundation Pension Plan and Trust | - | 2 | $751,666 | $28,403 | $14,202iApproximate average salary by contribution assumption: employee only about $355,038 at 4% or $236,692 at 6%; with 50% employer match about $236,692 at 4% or $157,794 at 6%; with 100% employer match about $177,519 at 4% or $118,346 at 6%. |
| 2004 | 1 | 2 | $662,461 | $27,174 | $13,587iApproximate average salary by contribution assumption: employee only about $339,675 at 4% or $226,450 at 6%; with 50% employer match about $226,450 at 4% or $150,967 at 6%; with 100% employer match about $169,838 at 4% or $113,225 at 6%. |
| Petroleum Industry Research Foundation Pension Plan and Trust | - | 2 | $662,461 | $27,174 | $13,587iApproximate average salary by contribution assumption: employee only about $339,675 at 4% or $226,450 at 6%; with 50% employer match about $226,450 at 4% or $150,967 at 6%; with 100% employer match about $169,838 at 4% or $113,225 at 6%. |
| 2003 | 1 | 2 | $569,062 | $27,528 | $13,764iApproximate average salary by contribution assumption: employee only about $344,100 at 4% or $229,400 at 6%; with 50% employer match about $229,400 at 4% or $152,933 at 6%; with 100% employer match about $172,050 at 4% or $114,700 at 6%. |
| Petroleum Industry Research Foundation Pension Plan and Trust | - | 2 | $569,062 | $27,528 | $13,764iApproximate average salary by contribution assumption: employee only about $344,100 at 4% or $229,400 at 6%; with 50% employer match about $229,400 at 4% or $152,933 at 6%; with 100% employer match about $172,050 at 4% or $114,700 at 6%. |
| 2002 | 1 | 2 | $445,850 | $27,028 | $13,514iApproximate average salary by contribution assumption: employee only about $337,850 at 4% or $225,233 at 6%; with 50% employer match about $225,233 at 4% or $150,156 at 6%; with 100% employer match about $168,925 at 4% or $112,617 at 6%. |
| Petroleum Industry Research Foundation Pension Plan and Trust | - | 2 | $445,850 | $27,028 | $13,514iApproximate average salary by contribution assumption: employee only about $337,850 at 4% or $225,233 at 6%; with 50% employer match about $225,233 at 4% or $150,156 at 6%; with 100% employer match about $168,925 at 4% or $112,617 at 6%. |
| 2001 | 1 | 2 | $0 | $0 | - |
| Petroleum Industry Research Foundation Pension Plan and Trust | - | 2 | - | - | - |
| 2000 | 1 | 2 | $487,564 | $24,434 | $12,217iApproximate average salary by contribution assumption: employee only about $305,425 at 4% or $203,617 at 6%; with 50% employer match about $203,617 at 4% or $135,744 at 6%; with 100% employer match about $152,713 at 4% or $101,808 at 6%. |
| PETROLEUM INDUSTRY RESEARCH FOUNDATION PENSION PLAN AND TRUST | - | 2 | $487,564 | $24,434 | $12,217iApproximate average salary by contribution assumption: employee only about $305,425 at 4% or $203,617 at 6%; with 50% employer match about $203,617 at 4% or $135,744 at 6%; with 100% employer match about $152,713 at 4% or $101,808 at 6%. |
| 1999 | 1 | 2 | $458,019 | $23,899 | $11,950iApproximate average salary by contribution assumption: employee only about $298,738 at 4% or $199,158 at 6%; with 50% employer match about $199,158 at 4% or $132,772 at 6%; with 100% employer match about $149,369 at 4% or $99,579 at 6%. |
| Petroleum Industry Research Foundation Pension Plan and Trust | - | 2 | $458,019 | $23,899 | $11,950iApproximate average salary by contribution assumption: employee only about $298,738 at 4% or $199,158 at 6%; with 50% employer match about $199,158 at 4% or $132,772 at 6%; with 100% employer match about $149,369 at 4% or $99,579 at 6%. |