Civic Intelligence

Preger & Wertenteil Inc.

Plan context: Preger & Wertenteil Inc. Pension Trust

EIN 13-2577583 • New York, NY • 25 filings • 2 plans

225 West 37th Street6th FloorNew York, NY 10018
Current Snapshot

Latest Year

2024

2024 Participants

55

2024 Assets

$13,115,621

2024 Contributions

$396,124

Historical Graphs

Total Assets Over Time

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

$13,115,621$6,557,811$0200020142024YearValue
$13,115,621Latest year 2024

Participants Over Time

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

65330200020122024YearValue
55Latest 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
2024155$13,115,621$396,124$7,202iApproximate average salary by contribution assumption: employee only about $180,056 at 4% or $120,038 at 6%; with 50% employer match about $120,038 at 4% or $80,025 at 6%; with 100% employer match about $90,028 at 4% or $60,019 at 6%.
Preger & Wertenteil Inc. Pension Trust-55$13,115,621$396,124$7,202iApproximate average salary by contribution assumption: employee only about $180,056 at 4% or $120,038 at 6%; with 50% employer match about $120,038 at 4% or $80,025 at 6%; with 100% employer match about $90,028 at 4% or $60,019 at 6%.
2023158$11,375,241$626,880$10,808iApproximate average salary by contribution assumption: employee only about $270,207 at 4% or $180,138 at 6%; with 50% employer match about $180,138 at 4% or $120,092 at 6%; with 100% employer match about $135,103 at 4% or $90,069 at 6%.
Preger & Wertenteil Inc. Pension Trust-58$11,375,241$626,880$10,808iApproximate average salary by contribution assumption: employee only about $270,207 at 4% or $180,138 at 6%; with 50% employer match about $180,138 at 4% or $120,092 at 6%; with 100% employer match about $135,103 at 4% or $90,069 at 6%.
2022157$9,163,734$606,656$10,643iApproximate average salary by contribution assumption: employee only about $266,077 at 4% or $177,385 at 6%; with 50% employer match about $177,385 at 4% or $118,257 at 6%; with 100% employer match about $133,039 at 4% or $88,692 at 6%.
Preger & Wertenteil Inc. Pension Trust-57$9,163,734$606,656$10,643iApproximate average salary by contribution assumption: employee only about $266,077 at 4% or $177,385 at 6%; with 50% employer match about $177,385 at 4% or $118,257 at 6%; with 100% employer match about $133,039 at 4% or $88,692 at 6%.
2021159$10,756,112$544,143$9,223iApproximate average salary by contribution assumption: employee only about $230,569 at 4% or $153,713 at 6%; with 50% employer match about $153,713 at 4% or $102,475 at 6%; with 100% employer match about $115,285 at 4% or $76,856 at 6%.
Preger & Wertenteil Inc. Pension Trust-59$10,756,112$544,143$9,223iApproximate average salary by contribution assumption: employee only about $230,569 at 4% or $153,713 at 6%; with 50% employer match about $153,713 at 4% or $102,475 at 6%; with 100% employer match about $115,285 at 4% or $76,856 at 6%.
2020160$11,438,362$373,014$6,217iApproximate average salary by contribution assumption: employee only about $155,423 at 4% or $103,615 at 6%; with 50% employer match about $103,615 at 4% or $69,077 at 6%; with 100% employer match about $77,711 at 4% or $51,808 at 6%.
Preger & Wertenteil Inc. Pension Trust-60$11,438,362$373,014$6,217iApproximate average salary by contribution assumption: employee only about $155,423 at 4% or $103,615 at 6%; with 50% employer match about $103,615 at 4% or $69,077 at 6%; with 100% employer match about $77,711 at 4% or $51,808 at 6%.
2019161$9,586,141$513,167$8,413iApproximate average salary by contribution assumption: employee only about $210,314 at 4% or $140,210 at 6%; with 50% employer match about $140,210 at 4% or $93,473 at 6%; with 100% employer match about $105,157 at 4% or $70,105 at 6%.
Preger & Wertenteil Inc. Pension Trust-61$9,586,141$513,167$8,413iApproximate average salary by contribution assumption: employee only about $210,314 at 4% or $140,210 at 6%; with 50% employer match about $140,210 at 4% or $93,473 at 6%; with 100% employer match about $105,157 at 4% or $70,105 at 6%.
2018163$7,482,672$459,647$7,296iApproximate average salary by contribution assumption: employee only about $182,400 at 4% or $121,600 at 6%; with 50% employer match about $121,600 at 4% or $81,066 at 6%; with 100% employer match about $91,200 at 4% or $60,800 at 6%.
Preger & Wertenteil Inc. Pension Trust-63$7,482,672$459,647$7,296iApproximate average salary by contribution assumption: employee only about $182,400 at 4% or $121,600 at 6%; with 50% employer match about $121,600 at 4% or $81,066 at 6%; with 100% employer match about $91,200 at 4% or $60,800 at 6%.
2017159$7,836,209$408,062$6,916iApproximate average salary by contribution assumption: employee only about $172,908 at 4% or $115,272 at 6%; with 50% employer match about $115,272 at 4% or $76,848 at 6%; with 100% employer match about $86,454 at 4% or $57,636 at 6%.
Preger & Wertenteil Inc. Pension Trust-59$7,836,209$408,062$6,916iApproximate average salary by contribution assumption: employee only about $172,908 at 4% or $115,272 at 6%; with 50% employer match about $115,272 at 4% or $76,848 at 6%; with 100% employer match about $86,454 at 4% or $57,636 at 6%.
2016162$6,452,336$426,945$6,886iApproximate average salary by contribution assumption: employee only about $172,155 at 4% or $114,770 at 6%; with 50% employer match about $114,770 at 4% or $76,513 at 6%; with 100% employer match about $86,078 at 4% or $57,385 at 6%.
Preger & Wertenteil Inc. Pension Trust-62$6,452,336$426,945$6,886iApproximate average salary by contribution assumption: employee only about $172,155 at 4% or $114,770 at 6%; with 50% employer match about $114,770 at 4% or $76,513 at 6%; with 100% employer match about $86,078 at 4% or $57,385 at 6%.
2015162$6,382,882$651,762$10,512iApproximate average salary by contribution assumption: employee only about $262,807 at 4% or $175,205 at 6%; with 50% employer match about $175,205 at 4% or $116,803 at 6%; with 100% employer match about $131,404 at 4% or $87,602 at 6%.
Preger & Wertenteil Inc. Pension Trust-62$6,382,882$651,762$10,512iApproximate average salary by contribution assumption: employee only about $262,807 at 4% or $175,205 at 6%; with 50% employer match about $175,205 at 4% or $116,803 at 6%; with 100% employer match about $131,404 at 4% or $87,602 at 6%.
2014165$6,701,512$453,234$6,973iApproximate average salary by contribution assumption: employee only about $174,321 at 4% or $116,214 at 6%; with 50% employer match about $116,214 at 4% or $77,476 at 6%; with 100% employer match about $87,160 at 4% or $58,107 at 6%.
Preger & Wertenteil Inc. Pension Trust-65$6,701,512$453,234$6,973iApproximate average salary by contribution assumption: employee only about $174,321 at 4% or $116,214 at 6%; with 50% employer match about $116,214 at 4% or $77,476 at 6%; with 100% employer match about $87,160 at 4% or $58,107 at 6%.
2013164$5,979,471$320,415$5,006iApproximate average salary by contribution assumption: employee only about $125,162 at 4% or $83,441 at 6%; with 50% employer match about $83,441 at 4% or $55,628 at 6%; with 100% employer match about $62,581 at 4% or $41,721 at 6%.
Preger & Wertenteil Inc. Pension Trust-64$5,979,471$320,415$5,006iApproximate average salary by contribution assumption: employee only about $125,162 at 4% or $83,441 at 6%; with 50% employer match about $83,441 at 4% or $55,628 at 6%; with 100% employer match about $62,581 at 4% or $41,721 at 6%.
2012165$5,302,691$125,000$1,923iApproximate average salary by contribution assumption: employee only about $48,077 at 4% or $32,051 at 6%; with 50% employer match about $32,051 at 4% or $21,368 at 6%; with 100% employer match about $24,038 at 4% or $16,026 at 6%.
Preger & Wertenteil Inc. Pension Trust-65$5,302,691$125,000$1,923iApproximate average salary by contribution assumption: employee only about $48,077 at 4% or $32,051 at 6%; with 50% employer match about $32,051 at 4% or $21,368 at 6%; with 100% employer match about $24,038 at 4% or $16,026 at 6%.
2011163$4,930,676$125,000$1,984iApproximate average salary by contribution assumption: employee only about $49,603 at 4% or $33,069 at 6%; with 50% employer match about $33,069 at 4% or $22,046 at 6%; with 100% employer match about $24,802 at 4% or $16,534 at 6%.
Preger & Wertenteil Inc. Pension Trust-63$4,930,676$125,000$1,984iApproximate average salary by contribution assumption: employee only about $49,603 at 4% or $33,069 at 6%; with 50% employer match about $33,069 at 4% or $22,046 at 6%; with 100% employer match about $24,802 at 4% or $16,534 at 6%.
2010159$5,163,068$250,000$4,237iApproximate average salary by contribution assumption: employee only about $105,932 at 4% or $70,621 at 6%; with 50% employer match about $70,621 at 4% or $47,081 at 6%; with 100% employer match about $52,966 at 4% or $35,311 at 6%.
Preger & Wertenteil Inc. Pension Trust-59$5,163,068$250,000$4,237iApproximate average salary by contribution assumption: employee only about $105,932 at 4% or $70,621 at 6%; with 50% employer match about $70,621 at 4% or $47,081 at 6%; with 100% employer match about $52,966 at 4% or $35,311 at 6%.
2009161$4,880,557$250,000$4,098iApproximate average salary by contribution assumption: employee only about $102,459 at 4% or $68,306 at 6%; with 50% employer match about $68,306 at 4% or $45,537 at 6%; with 100% employer match about $51,230 at 4% or $34,153 at 6%.
Preger & Wertenteil Inc. Pension Trust-61$4,880,557$250,000$4,098iApproximate average salary by contribution assumption: employee only about $102,459 at 4% or $68,306 at 6%; with 50% employer match about $68,306 at 4% or $45,537 at 6%; with 100% employer match about $51,230 at 4% or $34,153 at 6%.
2008149$3,812,583$250,000$5,102iApproximate average salary by contribution assumption: employee only about $127,551 at 4% or $85,034 at 6%; with 50% employer match about $85,034 at 4% or $56,689 at 6%; with 100% employer match about $63,776 at 4% or $42,517 at 6%.
Preger & Wertenteil Inc. Pension Trust-49$3,812,583$250,000$5,102iApproximate average salary by contribution assumption: employee only about $127,551 at 4% or $85,034 at 6%; with 50% employer match about $85,034 at 4% or $56,689 at 6%; with 100% employer match about $63,776 at 4% or $42,517 at 6%.
2007143$0$0-
Preger & Wertenteil Inc. Pension Trust-43---
2006146$5,327,453$250,000$5,435iApproximate average salary by contribution assumption: employee only about $135,870 at 4% or $90,580 at 6%; with 50% employer match about $90,580 at 4% or $60,386 at 6%; with 100% employer match about $67,935 at 4% or $45,290 at 6%.
Preger & Wertenteil Inc. Pension Trust-46$5,327,453$250,000$5,435iApproximate average salary by contribution assumption: employee only about $135,870 at 4% or $90,580 at 6%; with 50% employer match about $90,580 at 4% or $60,386 at 6%; with 100% employer match about $67,935 at 4% or $45,290 at 6%.
2005137$4,686,571$250,000$6,757iApproximate average salary by contribution assumption: employee only about $168,919 at 4% or $112,613 at 6%; with 50% employer match about $112,613 at 4% or $75,075 at 6%; with 100% employer match about $84,459 at 4% or $56,306 at 6%.
Preger & Wertenteil Inc. Pension Trust-37$4,686,571$250,000$6,757iApproximate average salary by contribution assumption: employee only about $168,919 at 4% or $112,613 at 6%; with 50% employer match about $112,613 at 4% or $75,075 at 6%; with 100% employer match about $84,459 at 4% or $56,306 at 6%.
2004134$4,274,345$200,000$5,882iApproximate average salary by contribution assumption: employee only about $147,059 at 4% or $98,039 at 6%; with 50% employer match about $98,039 at 4% or $65,359 at 6%; with 100% employer match about $73,529 at 4% or $49,020 at 6%.
Preger & Wertenteil Inc. Pension Trust-34$4,274,345$200,000$5,882iApproximate average salary by contribution assumption: employee only about $147,059 at 4% or $98,039 at 6%; with 50% employer match about $98,039 at 4% or $65,359 at 6%; with 100% employer match about $73,529 at 4% or $49,020 at 6%.
2003133$3,744,990$200,000$6,061iApproximate average salary by contribution assumption: employee only about $151,515 at 4% or $101,010 at 6%; with 50% employer match about $101,010 at 4% or $67,340 at 6%; with 100% employer match about $75,758 at 4% or $50,505 at 6%.
Preger & Wertenteil Inc. Pension Trust-33$3,744,990$200,000$6,061iApproximate average salary by contribution assumption: employee only about $151,515 at 4% or $101,010 at 6%; with 50% employer match about $101,010 at 4% or $67,340 at 6%; with 100% employer match about $75,758 at 4% or $50,505 at 6%.
2002131$0$0-
Preger & Wertenteil Inc. Pension Trust-31---
2001133$0$0-
Preger & Wertenteil Inc. Pension Trust-33---
2000137$3,448,108$200,000$5,405iApproximate average salary by contribution assumption: employee only about $135,135 at 4% or $90,090 at 6%; with 50% employer match about $90,090 at 4% or $60,060 at 6%; with 100% employer match about $67,568 at 4% or $45,045 at 6%.
Preger & Wertenteil Inc. Pension Trust-37$3,448,108$200,000$5,405iApproximate average salary by contribution assumption: employee only about $135,135 at 4% or $90,090 at 6%; with 50% employer match about $90,090 at 4% or $60,060 at 6%; with 100% employer match about $67,568 at 4% or $45,045 at 6%.