H.D. Sheldon & Company Inc.
Plan context: H.D. Sheldon & Company Inc. Employee Savings Plan
EIN 13-2705488 • New York, NY • 28 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
15
2025 Assets
$6,462,836
2025 Contributions
$225,970
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 | 1 | 15 | $6,462,836 | $225,970 | $15,065iApproximate average salary by contribution assumption: employee only about $376,617 at 4% or $251,078 at 6%; with 50% employer match about $251,078 at 4% or $167,385 at 6%; with 100% employer match about $188,308 at 4% or $125,539 at 6%. |
| H.D. Sheldon & Company Inc. Employee Savings Plan | - | 15 | $6,462,836 | $225,970 | $15,065iApproximate average salary by contribution assumption: employee only about $376,617 at 4% or $251,078 at 6%; with 50% employer match about $251,078 at 4% or $167,385 at 6%; with 100% employer match about $188,308 at 4% or $125,539 at 6%. |
| 2024 | 1 | 15 | $5,368,568 | $224,018 | $14,935iApproximate average salary by contribution assumption: employee only about $373,363 at 4% or $248,909 at 6%; with 50% employer match about $248,909 at 4% or $165,939 at 6%; with 100% employer match about $186,682 at 4% or $124,454 at 6%. |
| H.D. Sheldon & Company Inc. Employee Savings Plan | - | 15 | $5,368,568 | $224,018 | $14,935iApproximate average salary by contribution assumption: employee only about $373,363 at 4% or $248,909 at 6%; with 50% employer match about $248,909 at 4% or $165,939 at 6%; with 100% employer match about $186,682 at 4% or $124,454 at 6%. |
| 2023 | 1 | 15 | $4,451,248 | $203,930 | $13,595iApproximate average salary by contribution assumption: employee only about $339,883 at 4% or $226,589 at 6%; with 50% employer match about $226,589 at 4% or $151,059 at 6%; with 100% employer match about $169,942 at 4% or $113,294 at 6%. |
| H.D. Sheldon & Company Inc. Employee Savings Plan | - | 15 | $4,451,248 | $203,930 | $13,595iApproximate average salary by contribution assumption: employee only about $339,883 at 4% or $226,589 at 6%; with 50% employer match about $226,589 at 4% or $151,059 at 6%; with 100% employer match about $169,942 at 4% or $113,294 at 6%. |
| 2022 | 1 | 15 | $3,468,168 | $165,192 | $11,013iApproximate average salary by contribution assumption: employee only about $275,320 at 4% or $183,547 at 6%; with 50% employer match about $183,547 at 4% or $122,364 at 6%; with 100% employer match about $137,660 at 4% or $91,773 at 6%. |
| H.D. Sheldon & Company Inc. Employee Savings Plan | - | 15 | $3,468,168 | $165,192 | $11,013iApproximate average salary by contribution assumption: employee only about $275,320 at 4% or $183,547 at 6%; with 50% employer match about $183,547 at 4% or $122,364 at 6%; with 100% employer match about $137,660 at 4% or $91,773 at 6%. |
| 2021 | 1 | 15 | $4,199,920 | $129,847 | $8,656iApproximate average salary by contribution assumption: employee only about $216,412 at 4% or $144,274 at 6%; with 50% employer match about $144,274 at 4% or $96,183 at 6%; with 100% employer match about $108,206 at 4% or $72,137 at 6%. |
| H.D. Sheldon & Company Inc. Employee Savings Plan | - | 15 | $4,199,920 | $129,847 | $8,656iApproximate average salary by contribution assumption: employee only about $216,412 at 4% or $144,274 at 6%; with 50% employer match about $144,274 at 4% or $96,183 at 6%; with 100% employer match about $108,206 at 4% or $72,137 at 6%. |
| 2020 | 1 | 19 | $3,604,471 | $173,280 | $9,120iApproximate average salary by contribution assumption: employee only about $228,000 at 4% or $152,000 at 6%; with 50% employer match about $152,000 at 4% or $101,333 at 6%; with 100% employer match about $114,000 at 4% or $76,000 at 6%. |
| H.D. Sheldon & Company Inc. Employee Savings Plan | - | 19 | $3,604,471 | $173,280 | $9,120iApproximate average salary by contribution assumption: employee only about $228,000 at 4% or $152,000 at 6%; with 50% employer match about $152,000 at 4% or $101,333 at 6%; with 100% employer match about $114,000 at 4% or $76,000 at 6%. |
| 2019 | 1 | 20 | $3,831,943 | $195,578 | $9,779iApproximate average salary by contribution assumption: employee only about $244,473 at 4% or $162,982 at 6%; with 50% employer match about $162,982 at 4% or $108,654 at 6%; with 100% employer match about $122,236 at 4% or $81,491 at 6%. |
| H.D. Sheldon & Company Inc. Employee Savings Plan | - | 20 | $3,831,943 | $195,578 | $9,779iApproximate average salary by contribution assumption: employee only about $244,473 at 4% or $162,982 at 6%; with 50% employer match about $162,982 at 4% or $108,654 at 6%; with 100% employer match about $122,236 at 4% or $81,491 at 6%. |
| 2018 | 1 | 20 | $3,103,047 | $184,241 | $9,212iApproximate average salary by contribution assumption: employee only about $230,301 at 4% or $153,534 at 6%; with 50% employer match about $153,534 at 4% or $102,356 at 6%; with 100% employer match about $115,151 at 4% or $76,767 at 6%. |
| H.D. Sheldon & Company Inc. Employee Savings Plan | - | 20 | $3,103,047 | $184,241 | $9,212iApproximate average salary by contribution assumption: employee only about $230,301 at 4% or $153,534 at 6%; with 50% employer match about $153,534 at 4% or $102,356 at 6%; with 100% employer match about $115,151 at 4% or $76,767 at 6%. |
| 2017 | 1 | 19 | $3,214,321 | $147,521 | $7,764iApproximate average salary by contribution assumption: employee only about $194,107 at 4% or $129,404 at 6%; with 50% employer match about $129,404 at 4% or $86,270 at 6%; with 100% employer match about $97,053 at 4% or $64,702 at 6%. |
| H.D. Sheldon & Company Inc. Employee Savings Plan | - | 19 | $3,214,321 | $147,521 | $7,764iApproximate average salary by contribution assumption: employee only about $194,107 at 4% or $129,404 at 6%; with 50% employer match about $129,404 at 4% or $86,270 at 6%; with 100% employer match about $97,053 at 4% or $64,702 at 6%. |
| 2016 | 1 | 19 | $2,729,166 | $157,964 | $8,314iApproximate average salary by contribution assumption: employee only about $207,847 at 4% or $138,565 at 6%; with 50% employer match about $138,565 at 4% or $92,377 at 6%; with 100% employer match about $103,924 at 4% or $69,282 at 6%. |
| H.D. Sheldon & Company Inc. Employee Savings Plan | - | 19 | $2,729,166 | $157,964 | $8,314iApproximate average salary by contribution assumption: employee only about $207,847 at 4% or $138,565 at 6%; with 50% employer match about $138,565 at 4% or $92,377 at 6%; with 100% employer match about $103,924 at 4% or $69,282 at 6%. |
| 2015 | 1 | 16 | $2,503,545 | $143,732 | $8,983iApproximate average salary by contribution assumption: employee only about $224,581 at 4% or $149,721 at 6%; with 50% employer match about $149,721 at 4% or $99,814 at 6%; with 100% employer match about $112,291 at 4% or $74,860 at 6%. |
| H.D. Sheldon & Company Inc. Employee Savings Plan | - | 16 | $2,503,545 | $143,732 | $8,983iApproximate average salary by contribution assumption: employee only about $224,581 at 4% or $149,721 at 6%; with 50% employer match about $149,721 at 4% or $99,814 at 6%; with 100% employer match about $112,291 at 4% or $74,860 at 6%. |
| 2014 | 1 | 17 | $2,445,819 | $156,205 | $9,189iApproximate average salary by contribution assumption: employee only about $229,713 at 4% or $153,142 at 6%; with 50% employer match about $153,142 at 4% or $102,095 at 6%; with 100% employer match about $114,857 at 4% or $76,571 at 6%. |
| H.D. Sheldon & Company Inc. Employee Savings Plan | - | 17 | $2,445,819 | $156,205 | $9,189iApproximate average salary by contribution assumption: employee only about $229,713 at 4% or $153,142 at 6%; with 50% employer match about $153,142 at 4% or $102,095 at 6%; with 100% employer match about $114,857 at 4% or $76,571 at 6%. |
| 2013 | 1 | 18 | $2,256,500 | $132,973 | $7,387iApproximate average salary by contribution assumption: employee only about $184,685 at 4% or $123,123 at 6%; with 50% employer match about $123,123 at 4% or $82,082 at 6%; with 100% employer match about $92,342 at 4% or $61,562 at 6%. |
| H.D. Sheldon & Company Inc. Employee Savings Plan | - | 18 | $2,256,500 | $132,973 | $7,387iApproximate average salary by contribution assumption: employee only about $184,685 at 4% or $123,123 at 6%; with 50% employer match about $123,123 at 4% or $82,082 at 6%; with 100% employer match about $92,342 at 4% or $61,562 at 6%. |
| 2012 | 1 | 25 | $2,344,070 | $154,335 | $6,173iApproximate average salary by contribution assumption: employee only about $154,335 at 4% or $102,890 at 6%; with 50% employer match about $102,890 at 4% or $68,593 at 6%; with 100% employer match about $77,168 at 4% or $51,445 at 6%. |
| H.D. Sheldon & Company Inc. Employee Savings Plan | - | 25 | $2,344,070 | $154,335 | $6,173iApproximate average salary by contribution assumption: employee only about $154,335 at 4% or $102,890 at 6%; with 50% employer match about $102,890 at 4% or $68,593 at 6%; with 100% employer match about $77,168 at 4% or $51,445 at 6%. |
| 2011 | 1 | 22 | $1,925,197 | $118,931 | $5,406iApproximate average salary by contribution assumption: employee only about $135,149 at 4% or $90,099 at 6%; with 50% employer match about $90,099 at 4% or $60,066 at 6%; with 100% employer match about $67,574 at 4% or $45,050 at 6%. |
| H.D. Sheldon & Company Inc. Employee Savings Plan | - | 22 | $1,925,197 | $118,931 | $5,406iApproximate average salary by contribution assumption: employee only about $135,149 at 4% or $90,099 at 6%; with 50% employer match about $90,099 at 4% or $60,066 at 6%; with 100% employer match about $67,574 at 4% or $45,050 at 6%. |
| 2010 | 1 | 23 | $1,844,839 | $122,331 | $5,319iApproximate average salary by contribution assumption: employee only about $132,968 at 4% or $88,646 at 6%; with 50% employer match about $88,646 at 4% or $59,097 at 6%; with 100% employer match about $66,484 at 4% or $44,323 at 6%. |
| H.D. Sheldon & Company Inc. Employee Savings Plan | - | 23 | $1,844,839 | $122,331 | $5,319iApproximate average salary by contribution assumption: employee only about $132,968 at 4% or $88,646 at 6%; with 50% employer match about $88,646 at 4% or $59,097 at 6%; with 100% employer match about $66,484 at 4% or $44,323 at 6%. |
| 2009 | 1 | 23 | $1,497,968 | $110,330 | $4,797iApproximate average salary by contribution assumption: employee only about $119,924 at 4% or $79,949 at 6%; with 50% employer match about $79,949 at 4% or $53,300 at 6%; with 100% employer match about $59,962 at 4% or $39,975 at 6%. |
| H.D. Sheldon & Company Inc. Employee Savings Plan | - | 23 | $1,497,968 | $110,330 | $4,797iApproximate average salary by contribution assumption: employee only about $119,924 at 4% or $79,949 at 6%; with 50% employer match about $79,949 at 4% or $53,300 at 6%; with 100% employer match about $59,962 at 4% or $39,975 at 6%. |
| 2008 | 1 | 20 | $1,176,877 | $123,959 | $6,198iApproximate average salary by contribution assumption: employee only about $154,949 at 4% or $103,299 at 6%; with 50% employer match about $103,299 at 4% or $68,866 at 6%; with 100% employer match about $77,474 at 4% or $51,650 at 6%. |
| H.D. Sheldon & Company Inc. Employee Savings Plan | - | 20 | $1,176,877 | $123,959 | $6,198iApproximate average salary by contribution assumption: employee only about $154,949 at 4% or $103,299 at 6%; with 50% employer match about $103,299 at 4% or $68,866 at 6%; with 100% employer match about $77,474 at 4% or $51,650 at 6%. |
| 2007 | 1 | 22 | $0 | $0 | - |
| H.D. Sheldon & Company Inc. Employee Savings Plan | - | 22 | - | - | - |
| 2006 | 1 | 24 | $1,926,001 | $119,626 | $4,984iApproximate average salary by contribution assumption: employee only about $124,610 at 4% or $83,074 at 6%; with 50% employer match about $83,074 at 4% or $55,382 at 6%; with 100% employer match about $62,305 at 4% or $41,537 at 6%. |
| H.D. Sheldon & Company Inc. Employee Savings Plan | - | 24 | $1,926,001 | $119,626 | $4,984iApproximate average salary by contribution assumption: employee only about $124,610 at 4% or $83,074 at 6%; with 50% employer match about $83,074 at 4% or $55,382 at 6%; with 100% employer match about $62,305 at 4% or $41,537 at 6%. |
| 2005 | 1 | 22 | $1,837,872 | $116,439 | $5,293iApproximate average salary by contribution assumption: employee only about $132,317 at 4% or $88,211 at 6%; with 50% employer match about $88,211 at 4% or $58,808 at 6%; with 100% employer match about $66,159 at 4% or $44,106 at 6%. |
| H.D. Sheldon & Company Inc. Employee Savings Plan | - | 22 | $1,837,872 | $116,439 | $5,293iApproximate average salary by contribution assumption: employee only about $132,317 at 4% or $88,211 at 6%; with 50% employer match about $88,211 at 4% or $58,808 at 6%; with 100% employer match about $66,159 at 4% or $44,106 at 6%. |
| 2004 | 1 | 31 | $1,720,413 | $110,164 | $3,554iApproximate average salary by contribution assumption: employee only about $88,842 at 4% or $59,228 at 6%; with 50% employer match about $59,228 at 4% or $39,485 at 6%; with 100% employer match about $44,421 at 4% or $29,614 at 6%. |
| H.D. Sheldon & Company Inc. Employee Savings Plan | - | 31 | $1,720,413 | $110,164 | $3,554iApproximate average salary by contribution assumption: employee only about $88,842 at 4% or $59,228 at 6%; with 50% employer match about $59,228 at 4% or $39,485 at 6%; with 100% employer match about $44,421 at 4% or $29,614 at 6%. |
| 2003 | 1 | 22 | $1,596,222 | $101,218 | $4,601iApproximate average salary by contribution assumption: employee only about $115,020 at 4% or $76,680 at 6%; with 50% employer match about $76,680 at 4% or $51,120 at 6%; with 100% employer match about $57,510 at 4% or $38,340 at 6%. |
| H.D. Sheldon & Company Inc. Employee Savings Plan | - | 22 | $1,596,222 | $101,218 | $4,601iApproximate average salary by contribution assumption: employee only about $115,020 at 4% or $76,680 at 6%; with 50% employer match about $76,680 at 4% or $51,120 at 6%; with 100% employer match about $57,510 at 4% or $38,340 at 6%. |
| 2002 | 1 | 22 | $1,264,878 | $103,174 | $4,690iApproximate average salary by contribution assumption: employee only about $117,243 at 4% or $78,162 at 6%; with 50% employer match about $78,162 at 4% or $52,108 at 6%; with 100% employer match about $58,622 at 4% or $39,081 at 6%. |
| H.D. Sheldon & Company Inc. Employee Savings Plan | - | 22 | $1,264,878 | $103,174 | $4,690iApproximate average salary by contribution assumption: employee only about $117,243 at 4% or $78,162 at 6%; with 50% employer match about $78,162 at 4% or $52,108 at 6%; with 100% employer match about $58,622 at 4% or $39,081 at 6%. |
| 2001 | 1 | 26 | $0 | $0 | - |
| H.D. Sheldon & Company Inc. Employee Savings Plan | - | 26 | - | - | - |
| 2000 | 1 | 25 | $1,546,333 | $34,291 | $1,372iApproximate average salary by contribution assumption: employee only about $34,291 at 4% or $22,861 at 6%; with 50% employer match about $22,861 at 4% or $15,240 at 6%; with 100% employer match about $17,146 at 4% or $11,430 at 6%. |
| H.D. Sheldon & Company Inc. Employee Savings Plan | - | 25 | $1,546,333 | $34,291 | $1,372iApproximate average salary by contribution assumption: employee only about $34,291 at 4% or $22,861 at 6%; with 50% employer match about $22,861 at 4% or $15,240 at 6%; with 100% employer match about $17,146 at 4% or $11,430 at 6%. |
| 1999 | 2 | 26 | $1,718,821 | $92,602 | $3,562iApproximate average salary by contribution assumption: employee only about $89,040 at 4% or $59,360 at 6%; with 50% employer match about $59,360 at 4% or $39,574 at 6%; with 100% employer match about $44,520 at 4% or $29,680 at 6%. |
| H.D. Sheldon & Company Inc. Employee Savings Plan | - | 26 | $1,718,821 | $92,602 | $3,562iApproximate average salary by contribution assumption: employee only about $89,040 at 4% or $59,360 at 6%; with 50% employer match about $59,360 at 4% or $39,574 at 6%; with 100% employer match about $44,520 at 4% or $29,680 at 6%. |
| H.D. Sheldon & Company Inc. Profit Sharing Plan | - | 0 | - | - | - |