Financial Executives Institute Inc
Plan context: Financial Executives Institute 401K Plan
EIN 13-1981932 • Morristown, NJ • 51 filings • 8 plans
Current Snapshot
Latest Year
2024
2024 Participants
47
2024 Assets
$8,562,894
2024 Contributions
$422,125
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 | 47 | $8,562,894 | $422,125 | $8,981iApproximate average salary by contribution assumption: employee only about $224,535 at 4% or $149,690 at 6%; with 50% employer match about $149,690 at 4% or $99,793 at 6%; with 100% employer match about $112,267 at 4% or $74,845 at 6%. |
| Financial Executives Institute 401K Plan | - | 47 | $8,562,894 | $422,125 | $8,981iApproximate average salary by contribution assumption: employee only about $224,535 at 4% or $149,690 at 6%; with 50% employer match about $149,690 at 4% or $99,793 at 6%; with 100% employer match about $112,267 at 4% or $74,845 at 6%. |
| 2023 | 2 | 46 | $7,508,351 | $797,985 | $17,348iApproximate average salary by contribution assumption: employee only about $433,688 at 4% or $289,125 at 6%; with 50% employer match about $289,125 at 4% or $192,750 at 6%; with 100% employer match about $216,844 at 4% or $144,563 at 6%. |
| Financial Executives Institute 401K Plan | - | 46 | $7,508,351 | $797,985 | $17,348iApproximate average salary by contribution assumption: employee only about $433,688 at 4% or $289,125 at 6%; with 50% employer match about $289,125 at 4% or $192,750 at 6%; with 100% employer match about $216,844 at 4% or $144,563 at 6%. |
| Group Pension Plan of Financial Executives Institute | - | 0 | $0 | - | - |
| 2022 | 2 | 96 | $14,654,103 | $342,578 | $3,569iApproximate average salary by contribution assumption: employee only about $89,213 at 4% or $59,475 at 6%; with 50% employer match about $59,475 at 4% or $39,650 at 6%; with 100% employer match about $44,607 at 4% or $29,738 at 6%. |
| Group Pension Plan of Financial Executives Institute | - | 96 | $8,326,573 | - | - |
| Financial Executives Institute 401K Plan | - | 46 | $6,327,530 | $342,578 | $7,447iApproximate average salary by contribution assumption: employee only about $186,184 at 4% or $124,122 at 6%; with 50% employer match about $124,122 at 4% or $82,748 at 6%; with 100% employer match about $93,092 at 4% or $62,061 at 6%. |
| 2021 | 2 | 96 | $15,613,605 | $373,425 | $3,890iApproximate average salary by contribution assumption: employee only about $97,246 at 4% or $64,831 at 6%; with 50% employer match about $64,831 at 4% or $43,220 at 6%; with 100% employer match about $48,623 at 4% or $32,415 at 6%. |
| Group Pension Plan of Financial Executives Institute | - | 96 | $8,243,600 | - | - |
| Financial Executives Institute 401K Plan | - | 45 | $7,370,005 | $373,425 | $8,298iApproximate average salary by contribution assumption: employee only about $207,458 at 4% or $138,306 at 6%; with 50% employer match about $138,306 at 4% or $92,204 at 6%; with 100% employer match about $103,729 at 4% or $69,153 at 6%. |
| 2020 | 2 | 98 | $16,906,024 | $329,482 | $3,362iApproximate average salary by contribution assumption: employee only about $84,052 at 4% or $56,034 at 6%; with 50% employer match about $56,034 at 4% or $37,356 at 6%; with 100% employer match about $42,026 at 4% or $28,017 at 6%. |
| Group Pension Plan of Financial Executives Institute | - | 98 | $10,225,870 | - | - |
| Financial Executives Institute 401K Plan | - | 47 | $6,680,154 | $329,482 | $7,010iApproximate average salary by contribution assumption: employee only about $175,256 at 4% or $116,838 at 6%; with 50% employer match about $116,838 at 4% or $77,892 at 6%; with 100% employer match about $87,628 at 4% or $58,419 at 6%. |
| 2019 | 2 | 47 | $14,075,131 | $335,223 | $7,132iApproximate average salary by contribution assumption: employee only about $178,310 at 4% or $118,873 at 6%; with 50% employer match about $118,873 at 4% or $79,249 at 6%; with 100% employer match about $89,155 at 4% or $59,437 at 6%. |
| Group Pension Plan of Financial Executives Institute | - | 8 | $8,565,400 | - | - |
| Financial Executives Institute 401K Plan | - | 47 | $5,509,731 | $335,223 | $7,132iApproximate average salary by contribution assumption: employee only about $178,310 at 4% or $118,873 at 6%; with 50% employer match about $118,873 at 4% or $79,249 at 6%; with 100% employer match about $89,155 at 4% or $59,437 at 6%. |
| 2018 | 2 | 48 | $13,264,382 | $297,455 | $6,197iApproximate average salary by contribution assumption: employee only about $154,924 at 4% or $103,283 at 6%; with 50% employer match about $103,283 at 4% or $68,855 at 6%; with 100% employer match about $77,462 at 4% or $51,641 at 6%. |
| Group Pension Plan of Financial Executives Institute | - | 9 | $8,897,770 | - | - |
| Financial Executives Institute 401K Plan | - | 48 | $4,366,612 | $297,455 | $6,197iApproximate average salary by contribution assumption: employee only about $154,924 at 4% or $103,283 at 6%; with 50% employer match about $103,283 at 4% or $68,855 at 6%; with 100% employer match about $77,462 at 4% or $51,641 at 6%. |
| 2017 | 2 | 46 | $13,758,023 | $304,319 | $6,616iApproximate average salary by contribution assumption: employee only about $165,391 at 4% or $110,261 at 6%; with 50% employer match about $110,261 at 4% or $73,507 at 6%; with 100% employer match about $82,695 at 4% or $55,130 at 6%. |
| Group Pension Plan of Financial Executives Institute | - | 9 | $8,989,547 | - | - |
| Financial Executives Institute 401K Plan | - | 46 | $4,768,476 | $304,319 | $6,616iApproximate average salary by contribution assumption: employee only about $165,391 at 4% or $110,261 at 6%; with 50% employer match about $110,261 at 4% or $73,507 at 6%; with 100% employer match about $82,695 at 4% or $55,130 at 6%. |
| 2016 | 2 | 48 | $12,768,652 | $671,750 | $13,995iApproximate average salary by contribution assumption: employee only about $349,870 at 4% or $233,247 at 6%; with 50% employer match about $233,247 at 4% or $155,498 at 6%; with 100% employer match about $174,935 at 4% or $116,623 at 6%. |
| Group Pension Plan of Financial Executives Institute | - | 12 | $8,779,517 | - | - |
| Financial Executives Institute 401K Plan | - | 48 | $3,989,135 | $671,750 | $13,995iApproximate average salary by contribution assumption: employee only about $349,870 at 4% or $233,247 at 6%; with 50% employer match about $233,247 at 4% or $155,498 at 6%; with 100% employer match about $174,935 at 4% or $116,623 at 6%. |
| 2015 | 2 | 44 | $11,898,053 | $379,776 | $8,631iApproximate average salary by contribution assumption: employee only about $215,782 at 4% or $143,855 at 6%; with 50% employer match about $143,855 at 4% or $95,903 at 6%; with 100% employer match about $107,891 at 4% or $71,927 at 6%. |
| Group Pension Plan of Financial Executives Institute | - | 13 | $8,272,089 | $100,000 | $7,692iApproximate average salary by contribution assumption: employee only about $192,308 at 4% or $128,205 at 6%; with 50% employer match about $128,205 at 4% or $85,470 at 6%; with 100% employer match about $96,154 at 4% or $64,103 at 6%. |
| Financial Executives Institute 401K Plan | - | 44 | $3,625,964 | $279,776 | $6,359iApproximate average salary by contribution assumption: employee only about $158,964 at 4% or $105,976 at 6%; with 50% employer match about $105,976 at 4% or $70,651 at 6%; with 100% employer match about $79,482 at 4% or $52,988 at 6%. |
| 2014 | 2 | 58 | $12,521,649 | $568,132 | $9,795iApproximate average salary by contribution assumption: employee only about $244,884 at 4% or $163,256 at 6%; with 50% employer match about $163,256 at 4% or $108,838 at 6%; with 100% employer match about $122,442 at 4% or $81,628 at 6%. |
| Group Pension Plan of Financial Executives Institute | - | 14 | $8,629,197 | $200,000 | $14,286iApproximate average salary by contribution assumption: employee only about $357,143 at 4% or $238,095 at 6%; with 50% employer match about $238,095 at 4% or $158,730 at 6%; with 100% employer match about $178,571 at 4% or $119,048 at 6%. |
| Financial Executives Institute 401K Plan | - | 58 | $3,892,452 | $368,132 | $6,347iApproximate average salary by contribution assumption: employee only about $158,678 at 4% or $105,785 at 6%; with 50% employer match about $105,785 at 4% or $70,523 at 6%; with 100% employer match about $79,339 at 4% or $52,893 at 6%. |
| 2013 | 2 | 58 | $11,952,441 | $605,558 | $10,441iApproximate average salary by contribution assumption: employee only about $261,016 at 4% or $174,011 at 6%; with 50% employer match about $174,011 at 4% or $116,007 at 6%; with 100% employer match about $130,508 at 4% or $87,005 at 6%. |
| Group Pension Plan of Financial Executives Institute | - | 16 | $8,516,454 | $200,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| Financial Executives Institute 401K Plan | - | 58 | $3,435,987 | $405,558 | $6,992iApproximate average salary by contribution assumption: employee only about $174,809 at 4% or $116,540 at 6%; with 50% employer match about $116,540 at 4% or $77,693 at 6%; with 100% employer match about $87,405 at 4% or $58,270 at 6%. |
| 2012 | 2 | 56 | $10,351,006 | $853,874 | $15,248iApproximate average salary by contribution assumption: employee only about $381,194 at 4% or $254,129 at 6%; with 50% employer match about $254,129 at 4% or $169,419 at 6%; with 100% employer match about $190,597 at 4% or $127,065 at 6%. |
| Group Pension Plan of Financial Executives Institute | - | 17 | $7,434,126 | $499,960 | $29,409iApproximate average salary by contribution assumption: employee only about $735,235 at 4% or $490,157 at 6%; with 50% employer match about $490,157 at 4% or $326,771 at 6%; with 100% employer match about $367,618 at 4% or $245,078 at 6%. |
| Financial Executives Institute 401K Plan | - | 56 | $2,916,880 | $353,914 | $6,320iApproximate average salary by contribution assumption: employee only about $157,997 at 4% or $105,332 at 6%; with 50% employer match about $105,332 at 4% or $70,221 at 6%; with 100% employer match about $78,999 at 4% or $52,666 at 6%. |
| 2011 | 2 | 56 | $9,101,257 | $838,051 | $14,965iApproximate average salary by contribution assumption: employee only about $374,130 at 4% or $249,420 at 6%; with 50% employer match about $249,420 at 4% or $166,280 at 6%; with 100% employer match about $187,065 at 4% or $124,710 at 6%. |
| Group Pension Plan of Financial Executives Institute | - | 21 | $6,546,248 | $500,000 | $23,810iApproximate average salary by contribution assumption: employee only about $595,238 at 4% or $396,825 at 6%; with 50% employer match about $396,825 at 4% or $264,550 at 6%; with 100% employer match about $297,619 at 4% or $198,413 at 6%. |
| Financial Executives Institute 401K Plan | - | 56 | $2,555,009 | $338,051 | $6,037iApproximate average salary by contribution assumption: employee only about $150,916 at 4% or $100,610 at 6%; with 50% employer match about $100,610 at 4% or $67,074 at 6%; with 100% employer match about $75,458 at 4% or $50,305 at 6%. |
| 2010 | 2 | 44 | $8,578,209 | $915,716 | $20,812iApproximate average salary by contribution assumption: employee only about $520,293 at 4% or $346,862 at 6%; with 50% employer match about $346,862 at 4% or $231,241 at 6%; with 100% employer match about $260,147 at 4% or $173,431 at 6%. |
| Group Pension Plan of Financial Executives Institute | - | 23 | $6,324,031 | $500,000 | $21,739iApproximate average salary by contribution assumption: employee only about $543,478 at 4% or $362,319 at 6%; with 50% employer match about $362,319 at 4% or $241,546 at 6%; with 100% employer match about $271,739 at 4% or $181,159 at 6%. |
| Financial Executives Institute 401K Plan | - | 44 | $2,254,178 | $415,716 | $9,448iApproximate average salary by contribution assumption: employee only about $236,202 at 4% or $157,468 at 6%; with 50% employer match about $157,468 at 4% or $104,979 at 6%; with 100% employer match about $118,101 at 4% or $78,734 at 6%. |
| 2009 | 2 | 43 | $7,585,879 | $885,554 | $20,594iApproximate average salary by contribution assumption: employee only about $514,857 at 4% or $343,238 at 6%; with 50% employer match about $343,238 at 4% or $228,825 at 6%; with 100% employer match about $257,428 at 4% or $171,619 at 6%. |
| Group Pension Plan of Financial Executives Institute | - | 27 | $5,090,469 | $500,000 | $18,519iApproximate average salary by contribution assumption: employee only about $462,963 at 4% or $308,642 at 6%; with 50% employer match about $308,642 at 4% or $205,761 at 6%; with 100% employer match about $231,481 at 4% or $154,321 at 6%. |
| Financial Executives Institute 401K Plan | - | 43 | $2,495,410 | $385,554 | $8,966iApproximate average salary by contribution assumption: employee only about $224,159 at 4% or $149,440 at 6%; with 50% employer match about $149,440 at 4% or $99,626 at 6%; with 100% employer match about $112,080 at 4% or $74,720 at 6%. |
| 2008 | 2 | 47 | $6,183,667 | $944,699 | $20,100iApproximate average salary by contribution assumption: employee only about $502,499 at 4% or $335,000 at 6%; with 50% employer match about $335,000 at 4% or $223,333 at 6%; with 100% employer match about $251,250 at 4% or $167,500 at 6%. |
| Group Pension Plan of Financial Executives Institute | - | 29 | $4,359,703 | $500,002 | $17,241iApproximate average salary by contribution assumption: employee only about $431,036 at 4% or $287,357 at 6%; with 50% employer match about $287,357 at 4% or $191,572 at 6%; with 100% employer match about $215,518 at 4% or $143,679 at 6%. |
| Financial Executives Institute 401K Plan | - | 47 | $1,823,964 | $444,697 | $9,462iApproximate average salary by contribution assumption: employee only about $236,541 at 4% or $157,694 at 6%; with 50% employer match about $157,694 at 4% or $105,129 at 6%; with 100% employer match about $118,270 at 4% or $78,847 at 6%. |
| 2007 | 2 | 42 | $5,206,861 | $342,416 | $8,153iApproximate average salary by contribution assumption: employee only about $203,819 at 4% or $135,879 at 6%; with 50% employer match about $135,879 at 4% or $90,586 at 6%; with 100% employer match about $101,910 at 4% or $67,940 at 6%. |
| Group Pension Plan of Financial Executives Institute | - | 36 | $5,206,861 | $342,416 | $9,512iApproximate average salary by contribution assumption: employee only about $237,789 at 4% or $158,526 at 6%; with 50% employer match about $158,526 at 4% or $105,684 at 6%; with 100% employer match about $118,894 at 4% or $79,263 at 6%. |
| Financial Executives Institute 401K Plan | - | 42 | - | - | - |
| 2006 | 2 | 45 | $7,695,026 | $689,610 | $15,325iApproximate average salary by contribution assumption: employee only about $383,117 at 4% or $255,411 at 6%; with 50% employer match about $255,411 at 4% or $170,274 at 6%; with 100% employer match about $191,558 at 4% or $127,706 at 6%. |
| Group Pension Plan of Financial Executives Institute | - | 42 | $5,630,079 | $193,172 | $4,599iApproximate average salary by contribution assumption: employee only about $114,983 at 4% or $76,656 at 6%; with 50% employer match about $76,656 at 4% or $51,104 at 6%; with 100% employer match about $57,492 at 4% or $38,328 at 6%. |
| Financial Executives Institute 401K Plan | - | 45 | $2,064,947 | $496,438 | $11,032iApproximate average salary by contribution assumption: employee only about $275,799 at 4% or $183,866 at 6%; with 50% employer match about $183,866 at 4% or $122,577 at 6%; with 100% employer match about $137,899 at 4% or $91,933 at 6%. |
| 2005 | 2 | 50 | $6,659,756 | $1,177,726 | $23,555iApproximate average salary by contribution assumption: employee only about $588,863 at 4% or $392,575 at 6%; with 50% employer match about $392,575 at 4% or $261,717 at 6%; with 100% employer match about $294,432 at 4% or $196,288 at 6%. |
| Group Pension Plan of Financial Executives Institute | - | 50 | $5,152,498 | $859,086 | $17,182iApproximate average salary by contribution assumption: employee only about $429,543 at 4% or $286,362 at 6%; with 50% employer match about $286,362 at 4% or $190,908 at 6%; with 100% employer match about $214,772 at 4% or $143,181 at 6%. |
| Financial Executives Institute 401K Plan | - | 47 | $1,507,258 | $318,640 | $6,780iApproximate average salary by contribution assumption: employee only about $169,489 at 4% or $112,993 at 6%; with 50% employer match about $112,993 at 4% or $75,329 at 6%; with 100% employer match about $84,745 at 4% or $56,496 at 6%. |
| 2004 | 2 | 55 | $5,461,962 | $616,877 | $11,216iApproximate average salary by contribution assumption: employee only about $280,399 at 4% or $186,932 at 6%; with 50% employer match about $186,932 at 4% or $124,622 at 6%; with 100% employer match about $140,199 at 4% or $93,466 at 6%. |
| Group Pension Plan of Financial Executives Institute | - | 55 | $4,330,824 | $331,014 | $6,018iApproximate average salary by contribution assumption: employee only about $150,461 at 4% or $100,307 at 6%; with 50% employer match about $100,307 at 4% or $66,872 at 6%; with 100% employer match about $75,230 at 4% or $50,154 at 6%. |
| Financial Executives Institute 401K Plan | - | 40 | $1,131,138 | $285,863 | $7,147iApproximate average salary by contribution assumption: employee only about $178,664 at 4% or $119,110 at 6%; with 50% employer match about $119,110 at 4% or $79,406 at 6%; with 100% employer match about $89,332 at 4% or $59,555 at 6%. |
| 2003 | 2 | 50 | $4,942,152 | $543,213 | $10,864iApproximate average salary by contribution assumption: employee only about $271,607 at 4% or $181,071 at 6%; with 50% employer match about $181,071 at 4% or $120,714 at 6%; with 100% employer match about $135,803 at 4% or $90,536 at 6%. |
| Group Pension Plan of Financial Executives Institute | - | 50 | $4,056,990 | $256,857 | $5,137iApproximate average salary by contribution assumption: employee only about $128,429 at 4% or $85,619 at 6%; with 50% employer match about $85,619 at 4% or $57,079 at 6%; with 100% employer match about $64,214 at 4% or $42,810 at 6%. |
| Financial Executives Institute 401K Plan | - | 45 | $885,162 | $286,356 | $6,363iApproximate average salary by contribution assumption: employee only about $159,087 at 4% or $106,058 at 6%; with 50% employer match about $106,058 at 4% or $70,705 at 6%; with 100% employer match about $79,543 at 4% or $53,029 at 6%. |
| 2002 | 2 | 55 | $4,492,370 | $443,147 | $8,057iApproximate average salary by contribution assumption: employee only about $201,430 at 4% or $134,287 at 6%; with 50% employer match about $134,287 at 4% or $89,525 at 6%; with 100% employer match about $100,715 at 4% or $67,143 at 6%. |
| Group Pension Plan of Financial Executives Institute | - | 55 | $3,844,812 | $193,006 | $3,509iApproximate average salary by contribution assumption: employee only about $87,730 at 4% or $58,487 at 6%; with 50% employer match about $58,487 at 4% or $38,991 at 6%; with 100% employer match about $43,865 at 4% or $29,243 at 6%. |
| Financial Executives Institute 401K Plan | - | 47 | $647,558 | $250,141 | $5,322iApproximate average salary by contribution assumption: employee only about $133,054 at 4% or $88,702 at 6%; with 50% employer match about $88,702 at 4% or $59,135 at 6%; with 100% employer match about $66,527 at 4% or $44,351 at 6%. |
| 2001 | 2 | 56 | $4,466,317 | $312,458 | $5,580iApproximate average salary by contribution assumption: employee only about $139,490 at 4% or $92,993 at 6%; with 50% employer match about $92,993 at 4% or $61,996 at 6%; with 100% employer match about $69,745 at 4% or $46,497 at 6%. |
| Group Pension Plan of Financial Executives Institute | - | 56 | $3,958,764 | $136,896 | $2,445iApproximate average salary by contribution assumption: employee only about $61,114 at 4% or $40,743 at 6%; with 50% employer match about $40,743 at 4% or $27,162 at 6%; with 100% employer match about $30,557 at 4% or $20,371 at 6%. |
| Financial Executives Institute 401K Plan | - | 43 | $507,553 | $175,562 | $4,083iApproximate average salary by contribution assumption: employee only about $102,071 at 4% or $68,047 at 6%; with 50% employer match about $68,047 at 4% or $45,365 at 6%; with 100% employer match about $51,035 at 4% or $34,024 at 6%. |
| 2000 | 2 | 57 | $0 | $0 | - |
| Financial Executives Institute 401K Plan | - | 37 | - | - | - |
| Group Pension Plan of Financial Executives Institute | - | 57 | - | - | - |
| 1999 | 2 | 54 | $5,230,432 | $149,815 | $2,774iApproximate average salary by contribution assumption: employee only about $69,359 at 4% or $46,239 at 6%; with 50% employer match about $46,239 at 4% or $30,826 at 6%; with 100% employer match about $34,679 at 4% or $23,120 at 6%. |
| Group Pension Plan of Financial Executives Institute | - | 54 | $4,667,276 | - | - |
| Financial Executives Institute 401K Plan | - | 38 | $563,156 | $149,815 | $3,943iApproximate average salary by contribution assumption: employee only about $98,563 at 4% or $65,708 at 6%; with 50% employer match about $65,708 at 4% or $43,806 at 6%; with 100% employer match about $49,281 at 4% or $32,854 at 6%. |