World Monuments Fund
Plan context: WORLD MONUMENT FUND TAX SHELTER ANNUITY PLAN
EIN 13-2571900 • New York, NY • 44 filings • 8 plans
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
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 |
|---|---|---|---|---|---|
| 2025 | 2 | 84 | $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%. |
| 2024 | 2 | 77 | $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%. |
| 2023 | 2 | 71 | $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%. |
| 2022 | 2 | 73 | $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%. |
| 2021 | 2 | 73 | $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%. |
| 2020 | 2 | 69 | $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%. |
| 2019 | 2 | 66 | $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%. |
| 2018 | 2 | 65 | $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%. |
| 2017 | 2 | 65 | $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%. |
| 2016 | 2 | 68 | $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%. |
| 2015 | 2 | 67 | $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%. |
| 2014 | 2 | 65 | $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%. |
| 2013 | 2 | 66 | $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%. |
| 2012 | 2 | 63 | $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%. |
| 2011 | 2 | 60 | $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%. |
| 2010 | 2 | 57 | $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%. |
| 2009 | 2 | 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 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 | - | - | - | - | - |
| 2008 | 1 | 0 | $0 | $0 | - |
| World Monueents Fund Defined Contribution Retirement Plan | - | 0 | - | - | - |
| 2007 | 1 | 0 | $0 | $0 | - |
| World Monueents Fund Defined Contribution Retirement Plan | - | 0 | - | - | - |
| 2006 | 1 | 0 | $0 | $0 | - |
| World Monueents Fund Defined Contribution Retirement Plan | - | 0 | - | - | - |
| 2005 | 1 | 0 | $0 | $0 | - |
| World Monueents Fund Defined Contribution Retirement Plan | - | 0 | - | - | - |
| 2004 | 1 | 0 | $0 | $0 | - |
| World Monueents Fund Defined Contribution Retirement Plan | - | 0 | - | - | - |
| 2003 | 1 | 0 | $0 | $0 | - |
| World Monueents Fund Defined Contribution Retirement Plan | - | 0 | - | - | - |
| 2002 | 1 | 0 | $0 | $0 | - |
| World Monueents Fund Defined Contribution Retirement Plan | - | 0 | - | - | - |
| 2001 | 1 | 0 | $0 | $0 | - |
| World Monueents Fund Defined Contribution Retirement Plan | - | 0 | - | - | - |
| 2000 | 1 | 0 | $0 | $0 | - |
| World Monueents Fund Defined Contribution Retirement Plan | - | 0 | - | - | - |
| 1999 | 1 | 0 | $0 | $0 | - |
| World Monueents Fund Defined Contribution Retirement Plan | - | 0 | - | - | - |