Civic Intelligence

World Monuments Fund

Plan context: WORLD MONUMENT FUND TAX SHELTER ANNUITY PLAN

EIN 13-2571900 • New York, NY • 44 filings • 8 plans

600 Fifth Avenue 25th FloorNew York, NY 10020-0000
Current Snapshot

Latest Year

2025

2025 Participants

84

2025 Assets

$8,321,263

2025 Contributions

$731,977

Historical Graphs

Total Assets Over Time

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

$8,758,653$4,379,327$0200920172025YearValue
$8,321,263Latest year 2025

Participants Over Time

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

84420200920172025YearValue
84Latest year 2025

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
2025284$8,321,263$731,977$8,714iApproximate average salary by contribution assumption: employee only about $217,850 at 4% or $145,234 at 6%; with 50% employer match about $145,234 at 4% or $96,822 at 6%; with 100% employer match about $108,925 at 4% or $72,617 at 6%.
WORLD MONUMENT FUND TAX SHELTER ANNUITY PLAN-61$4,947,480$370,404$6,072iApproximate average salary by contribution assumption: employee only about $151,805 at 4% or $101,203 at 6%; with 50% employer match about $101,203 at 4% or $67,469 at 6%; with 100% employer match about $75,902 at 4% or $50,602 at 6%.
World Monueents Fund Defined Contribution Retirement Plan-84$3,373,783$361,573$4,304iApproximate average salary by contribution assumption: employee only about $107,611 at 4% or $71,741 at 6%; with 50% employer match about $71,741 at 4% or $47,827 at 6%; with 100% employer match about $53,806 at 4% or $35,870 at 6%.
2024277$8,758,653$589,435$7,655iApproximate average salary by contribution assumption: employee only about $191,375 at 4% or $127,583 at 6%; with 50% employer match about $127,583 at 4% or $85,056 at 6%; with 100% employer match about $95,688 at 4% or $63,792 at 6%.
WORLD MONUMENT FUND TAX SHELTER ANNUITY PLAN-60$5,332,493$319,759$5,329iApproximate average salary by contribution assumption: employee only about $133,233 at 4% or $88,822 at 6%; with 50% employer match about $88,822 at 4% or $59,215 at 6%; with 100% employer match about $66,616 at 4% or $44,411 at 6%.
World Monueents Fund Defined Contribution Retirement Plan-77$3,426,160$269,676$3,502iApproximate average salary by contribution assumption: employee only about $87,557 at 4% or $58,371 at 6%; with 50% employer match about $58,371 at 4% or $38,914 at 6%; with 100% employer match about $43,779 at 4% or $29,186 at 6%.
2023271$7,164,489$769,289$10,835iApproximate average salary by contribution assumption: employee only about $270,876 at 4% or $180,584 at 6%; with 50% employer match about $180,584 at 4% or $120,390 at 6%; with 100% employer match about $135,438 at 4% or $90,292 at 6%.
WORLD MONUMENT FUND TAX SHELTER ANNUITY PLAN-56$4,436,730$529,860$9,462iApproximate average salary by contribution assumption: employee only about $236,545 at 4% or $157,696 at 6%; with 50% employer match about $157,696 at 4% or $105,131 at 6%; with 100% employer match about $118,272 at 4% or $78,848 at 6%.
World Monueents Fund Defined Contribution Retirement Plan-71$2,727,759$239,429$3,372iApproximate average salary by contribution assumption: employee only about $84,306 at 4% or $56,204 at 6%; with 50% employer match about $56,204 at 4% or $37,469 at 6%; with 100% employer match about $42,153 at 4% or $28,102 at 6%.
2022273$5,528,877$474,149$6,495iApproximate average salary by contribution assumption: employee only about $162,380 at 4% or $108,253 at 6%; with 50% employer match about $108,253 at 4% or $72,169 at 6%; with 100% employer match about $81,190 at 4% or $54,127 at 6%.
WORLD MONUMENT FUND TAX SHELTER ANNUITY PLAN-61$3,394,599$251,668$4,126iApproximate average salary by contribution assumption: employee only about $103,143 at 4% or $68,762 at 6%; with 50% employer match about $68,762 at 4% or $45,841 at 6%; with 100% employer match about $51,571 at 4% or $34,381 at 6%.
World Monueents Fund Defined Contribution Retirement Plan-73$2,134,278$222,481$3,048iApproximate average salary by contribution assumption: employee only about $76,192 at 4% or $50,795 at 6%; with 50% employer match about $50,795 at 4% or $33,863 at 6%; with 100% employer match about $38,096 at 4% or $25,397 at 6%.
2021273$7,118,400$596,379$8,170iApproximate average salary by contribution assumption: employee only about $204,239 at 4% or $136,160 at 6%; with 50% employer match about $136,160 at 4% or $90,773 at 6%; with 100% employer match about $102,120 at 4% or $68,080 at 6%.
WORLD MONUMENT FUND TAX SHELTER ANNUITY PLAN-63$4,453,297$380,281$6,036iApproximate average salary by contribution assumption: employee only about $150,905 at 4% or $100,603 at 6%; with 50% employer match about $100,603 at 4% or $67,069 at 6%; with 100% employer match about $75,453 at 4% or $50,302 at 6%.
World Monueents Fund Defined Contribution Retirement Plan-73$2,665,103$216,098$2,960iApproximate average salary by contribution assumption: employee only about $74,006 at 4% or $49,337 at 6%; with 50% employer match about $49,337 at 4% or $32,892 at 6%; with 100% employer match about $37,003 at 4% or $24,669 at 6%.
2020269$6,305,837$467,687$6,778iApproximate average salary by contribution assumption: employee only about $169,452 at 4% or $112,968 at 6%; with 50% employer match about $112,968 at 4% or $75,312 at 6%; with 100% employer match about $84,726 at 4% or $56,484 at 6%.
WORLD MONUMENT FUND TAX SHELTER ANNUITY PLAN-61$4,073,905$280,484$4,598iApproximate average salary by contribution assumption: employee only about $114,952 at 4% or $76,635 at 6%; with 50% employer match about $76,635 at 4% or $51,090 at 6%; with 100% employer match about $57,476 at 4% or $38,317 at 6%.
World Monueents Fund Defined Contribution Retirement Plan-69$2,231,932$187,203$2,713iApproximate average salary by contribution assumption: employee only about $67,827 at 4% or $45,218 at 6%; with 50% employer match about $45,218 at 4% or $30,145 at 6%; with 100% employer match about $33,914 at 4% or $22,609 at 6%.
2019266$5,856,293$375,664$5,692iApproximate average salary by contribution assumption: employee only about $142,297 at 4% or $94,865 at 6%; with 50% employer match about $94,865 at 4% or $63,243 at 6%; with 100% employer match about $71,148 at 4% or $47,432 at 6%.
WORLD MONUMENT FUND TAX SHELTER ANNUITY PLAN-55$3,877,110$213,820$3,888iApproximate average salary by contribution assumption: employee only about $97,191 at 4% or $64,794 at 6%; with 50% employer match about $64,794 at 4% or $43,196 at 6%; with 100% employer match about $48,595 at 4% or $32,397 at 6%.
World Monueents Fund Defined Contribution Retirement Plan-66$1,979,183$161,844$2,452iApproximate average salary by contribution assumption: employee only about $61,305 at 4% or $40,870 at 6%; with 50% employer match about $40,870 at 4% or $27,246 at 6%; with 100% employer match about $30,652 at 4% or $20,435 at 6%.
2018265$6,427,644$539,482$8,300iApproximate average salary by contribution assumption: employee only about $207,493 at 4% or $138,329 at 6%; with 50% employer match about $138,329 at 4% or $92,219 at 6%; with 100% employer match about $103,747 at 4% or $69,164 at 6%.
WORLD MONUMENT FUND TAX SHELTER ANNUITY PLAN-50$3,938,519$319,037$6,381iApproximate average salary by contribution assumption: employee only about $159,519 at 4% or $106,346 at 6%; with 50% employer match about $106,346 at 4% or $70,897 at 6%; with 100% employer match about $79,759 at 4% or $53,173 at 6%.
World Monueents Fund Defined Contribution Retirement Plan-65$2,489,125$220,445$3,391iApproximate average salary by contribution assumption: employee only about $84,787 at 4% or $56,524 at 6%; with 50% employer match about $56,524 at 4% or $37,683 at 6%; with 100% employer match about $42,393 at 4% or $28,262 at 6%.
2017265$6,526,156$531,422$8,176iApproximate average salary by contribution assumption: employee only about $204,393 at 4% or $136,262 at 6%; with 50% employer match about $136,262 at 4% or $90,841 at 6%; with 100% employer match about $102,197 at 4% or $68,131 at 6%.
WORLD MONUMENT FUND TAX SHELTER ANNUITY PLAN-55$4,027,177$178,641$3,248iApproximate average salary by contribution assumption: employee only about $81,200 at 4% or $54,134 at 6%; with 50% employer match about $54,134 at 4% or $36,089 at 6%; with 100% employer match about $40,600 at 4% or $27,067 at 6%.
World Monueents Fund Defined Contribution Retirement Plan-65$2,498,979$352,781$5,427iApproximate average salary by contribution assumption: employee only about $135,685 at 4% or $90,457 at 6%; with 50% employer match about $90,457 at 4% or $60,304 at 6%; with 100% employer match about $67,843 at 4% or $45,228 at 6%.
2016268$6,776,347$403,569$5,935iApproximate average salary by contribution assumption: employee only about $148,371 at 4% or $98,914 at 6%; with 50% employer match about $98,914 at 4% or $65,943 at 6%; with 100% employer match about $74,185 at 4% or $49,457 at 6%.
WORLD MONUMENT FUND TAX SHELTER ANNUITY PLAN-56$4,115,831$242,789$4,336iApproximate average salary by contribution assumption: employee only about $108,388 at 4% or $72,259 at 6%; with 50% employer match about $72,259 at 4% or $48,172 at 6%; with 100% employer match about $54,194 at 4% or $36,129 at 6%.
World Monueents Fund Defined Contribution Retirement Plan-68$2,660,516$160,780$2,364iApproximate average salary by contribution assumption: employee only about $59,110 at 4% or $39,407 at 6%; with 50% employer match about $39,407 at 4% or $26,271 at 6%; with 100% employer match about $29,555 at 4% or $19,703 at 6%.
2015267$7,106,819$482,050$7,195iApproximate average salary by contribution assumption: employee only about $179,869 at 4% or $119,913 at 6%; with 50% employer match about $119,913 at 4% or $79,942 at 6%; with 100% employer match about $89,935 at 4% or $59,956 at 6%.
WORLD MONUMENT FUND TAX SHELTER ANNUITY PLAN-55$4,430,862$272,134$4,948iApproximate average salary by contribution assumption: employee only about $123,697 at 4% or $82,465 at 6%; with 50% employer match about $82,465 at 4% or $54,977 at 6%; with 100% employer match about $61,849 at 4% or $41,232 at 6%.
World Monueents Fund Defined Contribution Retirement Plan-67$2,675,957$209,916$3,133iApproximate average salary by contribution assumption: employee only about $78,327 at 4% or $52,218 at 6%; with 50% employer match about $52,218 at 4% or $34,812 at 6%; with 100% employer match about $39,163 at 4% or $26,109 at 6%.
2014265$6,984,791$457,371$7,036iApproximate average salary by contribution assumption: employee only about $175,912 at 4% or $117,275 at 6%; with 50% employer match about $117,275 at 4% or $78,183 at 6%; with 100% employer match about $87,956 at 4% or $58,637 at 6%.
WORLD MONUMENT FUND TAX SHELTER ANNUITY PLAN-53$4,522,134$252,409$4,762iApproximate average salary by contribution assumption: employee only about $119,061 at 4% or $79,374 at 6%; with 50% employer match about $79,374 at 4% or $52,916 at 6%; with 100% employer match about $59,530 at 4% or $39,687 at 6%.
World Monueents Fund Defined Contribution Retirement Plan-65$2,462,657$204,962$3,153iApproximate average salary by contribution assumption: employee only about $78,832 at 4% or $52,554 at 6%; with 50% employer match about $52,554 at 4% or $35,036 at 6%; with 100% employer match about $39,416 at 4% or $26,277 at 6%.
2013266$6,434,232$500,832$7,588iApproximate average salary by contribution assumption: employee only about $189,709 at 4% or $126,473 at 6%; with 50% employer match about $126,473 at 4% or $84,315 at 6%; with 100% employer match about $94,855 at 4% or $63,236 at 6%.
WORLD MONUMENT FUND TAX SHELTER ANNUITY PLAN-53$4,042,412$299,286$5,647iApproximate average salary by contribution assumption: employee only about $141,173 at 4% or $94,115 at 6%; with 50% employer match about $94,115 at 4% or $62,743 at 6%; with 100% employer match about $70,586 at 4% or $47,058 at 6%.
World Monueents Fund Defined Contribution Retirement Plan-66$2,391,820$201,546$3,054iApproximate average salary by contribution assumption: employee only about $76,343 at 4% or $50,895 at 6%; with 50% employer match about $50,895 at 4% or $33,930 at 6%; with 100% employer match about $38,172 at 4% or $25,448 at 6%.
2012263$5,005,680$480,471$7,627iApproximate average salary by contribution assumption: employee only about $190,663 at 4% or $127,109 at 6%; with 50% employer match about $127,109 at 4% or $84,739 at 6%; with 100% employer match about $95,332 at 4% or $63,554 at 6%.
WORLD MONUMENT FUND TAX SHELTER ANNUITY PLAN-51$3,187,472$329,321$6,457iApproximate average salary by contribution assumption: employee only about $161,432 at 4% or $107,621 at 6%; with 50% employer match about $107,621 at 4% or $71,747 at 6%; with 100% employer match about $80,716 at 4% or $53,811 at 6%.
World Monueents Fund Defined Contribution Retirement Plan-63$1,818,208$151,150$2,399iApproximate average salary by contribution assumption: employee only about $59,980 at 4% or $39,987 at 6%; with 50% employer match about $39,987 at 4% or $26,658 at 6%; with 100% employer match about $29,990 at 4% or $19,993 at 6%.
2011260$4,044,705$414,693$6,912iApproximate average salary by contribution assumption: employee only about $172,789 at 4% or $115,193 at 6%; with 50% employer match about $115,193 at 4% or $76,795 at 6%; with 100% employer match about $86,394 at 4% or $57,596 at 6%.
WORLD MONUMENT FUND TAX SHELTER ANNUITY PLAN-51$2,553,018$256,227$5,024iApproximate average salary by contribution assumption: employee only about $125,601 at 4% or $83,734 at 6%; with 50% employer match about $83,734 at 4% or $55,823 at 6%; with 100% employer match about $62,801 at 4% or $41,867 at 6%.
World Monueents Fund Defined Contribution Retirement Plan-60$1,491,687$158,466$2,641iApproximate average salary by contribution assumption: employee only about $66,028 at 4% or $44,018 at 6%; with 50% employer match about $44,018 at 4% or $29,346 at 6%; with 100% employer match about $33,014 at 4% or $22,009 at 6%.
2010257$4,088,844$506,273$8,882iApproximate average salary by contribution assumption: employee only about $222,050 at 4% or $148,033 at 6%; with 50% employer match about $148,033 at 4% or $98,689 at 6%; with 100% employer match about $111,025 at 4% or $74,017 at 6%.
WORLD MONUMENT FUND TAX SHELTER ANNUITY PLAN-52$2,683,217$200,711$3,860iApproximate average salary by contribution assumption: employee only about $96,496 at 4% or $64,330 at 6%; with 50% employer match about $64,330 at 4% or $42,887 at 6%; with 100% employer match about $48,248 at 4% or $32,165 at 6%.
World Monueents Fund Defined Contribution Retirement Plan-57$1,405,627$305,562$5,361iApproximate average salary by contribution assumption: employee only about $134,018 at 4% or $89,346 at 6%; with 50% employer match about $89,346 at 4% or $59,564 at 6%; with 100% employer match about $67,009 at 4% or $44,673 at 6%.
2009258$1,146,383$411,674$7,098iApproximate average salary by contribution assumption: employee only about $177,446 at 4% or $118,297 at 6%; with 50% employer match about $118,297 at 4% or $78,865 at 6%; with 100% employer match about $88,723 at 4% or $59,149 at 6%.
World Monueents Fund Defined Contribution Retirement Plan-58$1,146,383$411,674$7,098iApproximate average salary by contribution assumption: employee only about $177,446 at 4% or $118,297 at 6%; with 50% employer match about $118,297 at 4% or $78,865 at 6%; with 100% employer match about $88,723 at 4% or $59,149 at 6%.
WORLD MONUMENT FUND TAX SHELTER ANNUITY PLAN-----
200810$0$0-
World Monueents Fund Defined Contribution Retirement Plan-0---
200710$0$0-
World Monueents Fund Defined Contribution Retirement Plan-0---
200610$0$0-
World Monueents Fund Defined Contribution Retirement Plan-0---
200510$0$0-
World Monueents Fund Defined Contribution Retirement Plan-0---
200410$0$0-
World Monueents Fund Defined Contribution Retirement Plan-0---
200310$0$0-
World Monueents Fund Defined Contribution Retirement Plan-0---
200210$0$0-
World Monueents Fund Defined Contribution Retirement Plan-0---
200110$0$0-
World Monueents Fund Defined Contribution Retirement Plan-0---
200010$0$0-
World Monueents Fund Defined Contribution Retirement Plan-0---
199910$0$0-
World Monueents Fund Defined Contribution Retirement Plan-0---