Joyce Mertz Gilmore Foundation
Plan context: Employee Benefits Plan of the Joyce Mertz-Gilmore Foundation
EIN 13-2872722 • New York, NY • 42 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
13
2024 Assets
$3,510,051
2024 Contributions
$494,395
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 | 2 | 13 | $3,510,051 | $494,395 | $38,030iApproximate average salary by contribution assumption: employee only about $950,760 at 4% or $633,840 at 6%; with 50% employer match about $633,840 at 4% or $422,560 at 6%; with 100% employer match about $475,380 at 4% or $316,920 at 6%. |
| Employee Benefits Plan of the Joyce Mertz-Gilmore Foundation | - | 13 | $2,322,454 | $391,864 | $30,143iApproximate average salary by contribution assumption: employee only about $753,585 at 4% or $502,390 at 6%; with 50% employer match about $502,390 at 4% or $334,926 at 6%; with 100% employer match about $376,792 at 4% or $251,195 at 6%. |
| TAX DEFERRED ANNUITY PLAN OF MERTZ GILMORE FOUNDATION | - | 11 | $1,187,597 | $102,531 | $9,321iApproximate average salary by contribution assumption: employee only about $233,025 at 4% or $155,350 at 6%; with 50% employer match about $155,350 at 4% or $103,567 at 6%; with 100% employer match about $116,513 at 4% or $77,675 at 6%. |
| 2023 | 2 | 13 | $3,301,450 | $385,539 | $29,657iApproximate average salary by contribution assumption: employee only about $741,421 at 4% or $494,281 at 6%; with 50% employer match about $494,281 at 4% or $329,521 at 6%; with 100% employer match about $370,711 at 4% or $247,140 at 6%. |
| Employee Benefits Plan of the Joyce Mertz-Gilmore Foundation | - | 13 | $2,089,639 | $324,504 | $24,962iApproximate average salary by contribution assumption: employee only about $624,046 at 4% or $416,031 at 6%; with 50% employer match about $416,031 at 4% or $277,354 at 6%; with 100% employer match about $312,023 at 4% or $208,015 at 6%. |
| TAX DEFERRED ANNUITY PLAN OF MERTZ GILMORE FOUNDATION | - | 11 | $1,211,811 | $61,035 | $5,549iApproximate average salary by contribution assumption: employee only about $138,716 at 4% or $92,477 at 6%; with 50% employer match about $92,477 at 4% or $61,652 at 6%; with 100% employer match about $69,358 at 4% or $46,239 at 6%. |
| 2022 | 2 | 13 | $4,434,859 | $429,564 | $33,043iApproximate average salary by contribution assumption: employee only about $826,085 at 4% or $550,723 at 6%; with 50% employer match about $550,723 at 4% or $367,149 at 6%; with 100% employer match about $413,042 at 4% or $275,362 at 6%. |
| Employee Benefits Plan of the Joyce Mertz-Gilmore Foundation | - | 13 | $2,761,006 | $358,677 | $27,591iApproximate average salary by contribution assumption: employee only about $689,763 at 4% or $459,842 at 6%; with 50% employer match about $459,842 at 4% or $306,562 at 6%; with 100% employer match about $344,882 at 4% or $229,921 at 6%. |
| TAX DEFERRED ANNUITY PLAN OF MERTZ GILMORE FOUNDATION | - | 11 | $1,673,853 | $70,887 | $6,444iApproximate average salary by contribution assumption: employee only about $161,107 at 4% or $107,405 at 6%; with 50% employer match about $107,405 at 4% or $71,603 at 6%; with 100% employer match about $80,553 at 4% or $53,702 at 6%. |
| 2021 | 2 | 12 | $5,386,670 | $352,680 | $29,390iApproximate average salary by contribution assumption: employee only about $734,750 at 4% or $489,833 at 6%; with 50% employer match about $489,833 at 4% or $326,556 at 6%; with 100% employer match about $367,375 at 4% or $244,917 at 6%. |
| Employee Benefits Plan of the Joyce Mertz-Gilmore Foundation | - | 12 | $3,559,241 | $291,030 | $24,253iApproximate average salary by contribution assumption: employee only about $606,313 at 4% or $404,208 at 6%; with 50% employer match about $404,208 at 4% or $269,472 at 6%; with 100% employer match about $303,156 at 4% or $202,104 at 6%. |
| TAX DEFERRED ANNUITY PLAN OF MERTZ GILMORE FOUNDATION | - | 9 | $1,827,429 | $61,650 | $6,850iApproximate average salary by contribution assumption: employee only about $171,250 at 4% or $114,167 at 6%; with 50% employer match about $114,167 at 4% or $76,111 at 6%; with 100% employer match about $85,625 at 4% or $57,083 at 6%. |
| 2020 | 2 | 13 | $4,931,981 | $345,241 | $26,557iApproximate average salary by contribution assumption: employee only about $663,925 at 4% or $442,617 at 6%; with 50% employer match about $442,617 at 4% or $295,078 at 6%; with 100% employer match about $331,963 at 4% or $221,308 at 6%. |
| Employee Benefits Plan of the Joyce Mertz-Gilmore Foundation | - | 13 | $3,321,565 | $290,498 | $22,346iApproximate average salary by contribution assumption: employee only about $558,650 at 4% or $372,433 at 6%; with 50% employer match about $372,433 at 4% or $248,289 at 6%; with 100% employer match about $279,325 at 4% or $186,217 at 6%. |
| TAX DEFERRED ANNUITY PLAN OF MERTZ GILMORE FOUNDATION | - | 9 | $1,610,416 | $54,743 | $6,083iApproximate average salary by contribution assumption: employee only about $152,064 at 4% or $101,376 at 6%; with 50% employer match about $101,376 at 4% or $67,584 at 6%; with 100% employer match about $76,032 at 4% or $50,688 at 6%. |
| 2019 | 2 | 13 | $4,122,272 | $317,761 | $24,443iApproximate average salary by contribution assumption: employee only about $611,079 at 4% or $407,386 at 6%; with 50% employer match about $407,386 at 4% or $271,591 at 6%; with 100% employer match about $305,539 at 4% or $203,693 at 6%. |
| Employee Benefits Plan of the Joyce Mertz-Gilmore Foundation | - | 13 | $2,777,544 | $267,204 | $20,554iApproximate average salary by contribution assumption: employee only about $513,854 at 4% or $342,569 at 6%; with 50% employer match about $342,569 at 4% or $228,379 at 6%; with 100% employer match about $256,927 at 4% or $171,285 at 6%. |
| TAX DEFERRED ANNUITY PLAN OF MERTZ GILMORE FOUNDATION | - | 10 | $1,344,728 | $50,557 | $5,056iApproximate average salary by contribution assumption: employee only about $126,393 at 4% or $84,262 at 6%; with 50% employer match about $84,262 at 4% or $56,174 at 6%; with 100% employer match about $63,196 at 4% or $42,131 at 6%. |
| 2018 | 2 | 14 | $3,412,249 | $305,425 | $21,816iApproximate average salary by contribution assumption: employee only about $545,402 at 4% or $363,601 at 6%; with 50% employer match about $363,601 at 4% or $242,401 at 6%; with 100% employer match about $272,701 at 4% or $181,801 at 6%. |
| Employee Benefits Plan of the Joyce Mertz-Gilmore Foundation | - | 14 | $2,268,012 | $256,326 | $18,309iApproximate average salary by contribution assumption: employee only about $457,725 at 4% or $305,150 at 6%; with 50% employer match about $305,150 at 4% or $203,433 at 6%; with 100% employer match about $228,863 at 4% or $152,575 at 6%. |
| TAX DEFERRED ANNUITY PLAN OF MERTZ GILMORE FOUNDATION | - | 10 | $1,144,237 | $49,099 | $4,910iApproximate average salary by contribution assumption: employee only about $122,747 at 4% or $81,832 at 6%; with 50% employer match about $81,832 at 4% or $54,554 at 6%; with 100% employer match about $61,374 at 4% or $40,916 at 6%. |
| 2017 | 2 | 16 | $4,016,994 | $344,017 | $21,501iApproximate average salary by contribution assumption: employee only about $537,527 at 4% or $358,351 at 6%; with 50% employer match about $358,351 at 4% or $238,901 at 6%; with 100% employer match about $268,763 at 4% or $179,176 at 6%. |
| Employee Benefits Plan of the Joyce Mertz-Gilmore Foundation | - | 16 | $2,709,273 | $272,458 | $17,029iApproximate average salary by contribution assumption: employee only about $425,716 at 4% or $283,810 at 6%; with 50% employer match about $283,810 at 4% or $189,207 at 6%; with 100% employer match about $212,858 at 4% or $141,905 at 6%. |
| TAX DEFERRED ANNUITY PLAN OF MERTZ GILMORE FOUNDATION | - | 12 | $1,307,721 | $71,559 | $5,963iApproximate average salary by contribution assumption: employee only about $149,081 at 4% or $99,388 at 6%; with 50% employer match about $99,388 at 4% or $66,258 at 6%; with 100% employer match about $74,541 at 4% or $49,694 at 6%. |
| 2016 | 2 | 15 | $3,526,285 | $329,281 | $21,952iApproximate average salary by contribution assumption: employee only about $548,802 at 4% or $365,868 at 6%; with 50% employer match about $365,868 at 4% or $243,912 at 6%; with 100% employer match about $274,401 at 4% or $182,934 at 6%. |
| Employee Benefits Plan of the Joyce Mertz-Gilmore Foundation | - | 15 | $2,189,133 | $282,359 | $18,824iApproximate average salary by contribution assumption: employee only about $470,598 at 4% or $313,732 at 6%; with 50% employer match about $313,732 at 4% or $209,155 at 6%; with 100% employer match about $235,299 at 4% or $156,866 at 6%. |
| TAX DEFERRED ANNUITY PLAN OF MERTZ GILMORE FOUNDATION | - | 12 | $1,337,152 | $46,922 | $3,910iApproximate average salary by contribution assumption: employee only about $97,754 at 4% or $65,169 at 6%; with 50% employer match about $65,169 at 4% or $43,446 at 6%; with 100% employer match about $48,877 at 4% or $32,585 at 6%. |
| 2015 | 2 | 15 | $3,175,373 | $240,386 | $16,026iApproximate average salary by contribution assumption: employee only about $400,643 at 4% or $267,096 at 6%; with 50% employer match about $267,096 at 4% or $178,064 at 6%; with 100% employer match about $200,322 at 4% or $133,548 at 6%. |
| Employee Benefits Plan of the Joyce Mertz-Gilmore Foundation | - | 15 | $1,936,734 | $197,674 | $13,178iApproximate average salary by contribution assumption: employee only about $329,457 at 4% or $219,638 at 6%; with 50% employer match about $219,638 at 4% or $146,425 at 6%; with 100% employer match about $164,728 at 4% or $109,819 at 6%. |
| TAX DEFERRED ANNUITY PLAN OF MERTZ GILMORE FOUNDATION | - | 12 | $1,238,639 | $42,712 | $3,559iApproximate average salary by contribution assumption: employee only about $88,983 at 4% or $59,322 at 6%; with 50% employer match about $59,322 at 4% or $39,548 at 6%; with 100% employer match about $44,492 at 4% or $29,661 at 6%. |
| 2014 | 2 | 16 | $3,622,010 | $247,381 | $15,461iApproximate average salary by contribution assumption: employee only about $386,533 at 4% or $257,689 at 6%; with 50% employer match about $257,689 at 4% or $171,792 at 6%; with 100% employer match about $193,266 at 4% or $128,844 at 6%. |
| Employee Benefits Plan of the Joyce Mertz-Gilmore Foundation | - | 16 | $2,308,035 | $203,716 | $12,732iApproximate average salary by contribution assumption: employee only about $318,306 at 4% or $212,204 at 6%; with 50% employer match about $212,204 at 4% or $141,469 at 6%; with 100% employer match about $159,153 at 4% or $106,102 at 6%. |
| TAX DEFERRED ANNUITY PLAN OF MERTZ GILMORE FOUNDATION | - | 14 | $1,313,975 | $43,665 | $3,119iApproximate average salary by contribution assumption: employee only about $77,973 at 4% or $51,982 at 6%; with 50% employer match about $51,982 at 4% or $34,655 at 6%; with 100% employer match about $38,987 at 4% or $25,991 at 6%. |
| 2013 | 2 | 17 | $3,335,334 | $238,262 | $14,015iApproximate average salary by contribution assumption: employee only about $350,385 at 4% or $233,590 at 6%; with 50% employer match about $233,590 at 4% or $155,727 at 6%; with 100% employer match about $175,193 at 4% or $116,795 at 6%. |
| Employee Benefits Plan of the Joyce Mertz-Gilmore Foundation | - | 17 | $2,110,921 | $197,822 | $11,637iApproximate average salary by contribution assumption: employee only about $290,915 at 4% or $193,943 at 6%; with 50% employer match about $193,943 at 4% or $129,295 at 6%; with 100% employer match about $145,457 at 4% or $96,972 at 6%. |
| TAX DEFERRED ANNUITY PLAN OF MERTZ GILMORE FOUNDATION | - | 14 | $1,224,413 | $40,440 | $2,889iApproximate average salary by contribution assumption: employee only about $72,214 at 4% or $48,143 at 6%; with 50% employer match about $48,143 at 4% or $32,095 at 6%; with 100% employer match about $36,107 at 4% or $24,071 at 6%. |
| 2012 | 2 | 17 | $2,914,718 | $261,801 | $15,400iApproximate average salary by contribution assumption: employee only about $385,001 at 4% or $256,668 at 6%; with 50% employer match about $256,668 at 4% or $171,112 at 6%; with 100% employer match about $192,501 at 4% or $128,334 at 6%. |
| Employee Benefits Plan of the Joyce Mertz-Gilmore Foundation | - | 17 | $1,836,141 | $219,948 | $12,938iApproximate average salary by contribution assumption: employee only about $323,453 at 4% or $215,635 at 6%; with 50% employer match about $215,635 at 4% or $143,757 at 6%; with 100% employer match about $161,726 at 4% or $107,818 at 6%. |
| TAX DEFERRED ANNUITY PLAN OF MERTZ GILMORE FOUNDATION | - | 15 | $1,078,577 | $41,853 | $2,790iApproximate average salary by contribution assumption: employee only about $69,755 at 4% or $46,503 at 6%; with 50% employer match about $46,503 at 4% or $31,002 at 6%; with 100% employer match about $34,878 at 4% or $23,252 at 6%. |
| 2011 | 2 | 18 | $3,460,731 | $348,788 | $19,377iApproximate average salary by contribution assumption: employee only about $484,428 at 4% or $322,952 at 6%; with 50% employer match about $322,952 at 4% or $215,301 at 6%; with 100% employer match about $242,214 at 4% or $161,476 at 6%. |
| Employee Benefits Plan of the Joyce Mertz-Gilmore Foundation | - | 18 | $1,997,864 | $205,838 | $11,435iApproximate average salary by contribution assumption: employee only about $285,886 at 4% or $190,591 at 6%; with 50% employer match about $190,591 at 4% or $127,060 at 6%; with 100% employer match about $142,943 at 4% or $95,295 at 6%. |
| TAX DEFERRED ANNUITY PLAN OF MERTZ GILMORE FOUNDATION | - | 16 | $1,462,867 | $142,950 | $8,934iApproximate average salary by contribution assumption: employee only about $223,359 at 4% or $148,906 at 6%; with 50% employer match about $148,906 at 4% or $99,271 at 6%; with 100% employer match about $111,680 at 4% or $74,453 at 6%. |
| 2010 | 2 | 20 | $3,532,618 | $291,902 | $14,595iApproximate average salary by contribution assumption: employee only about $364,878 at 4% or $243,252 at 6%; with 50% employer match about $243,252 at 4% or $162,168 at 6%; with 100% employer match about $182,439 at 4% or $121,626 at 6%. |
| Employee Benefits Plan of the Joyce Mertz-Gilmore Foundation | - | 20 | $2,192,704 | $231,182 | $11,559iApproximate average salary by contribution assumption: employee only about $288,978 at 4% or $192,652 at 6%; with 50% employer match about $192,652 at 4% or $128,434 at 6%; with 100% employer match about $144,489 at 4% or $96,326 at 6%. |
| TAX DEFERRED ANNUITY PLAN OF MERTZ GILMORE FOUNDATION | - | 16 | $1,339,914 | $60,720 | $3,795iApproximate average salary by contribution assumption: employee only about $94,875 at 4% or $63,250 at 6%; with 50% employer match about $63,250 at 4% or $42,167 at 6%; with 100% employer match about $47,438 at 4% or $31,625 at 6%. |
| 2009 | 2 | 20 | $3,101,963 | $291,916 | $14,596iApproximate average salary by contribution assumption: employee only about $364,895 at 4% or $243,263 at 6%; with 50% employer match about $243,263 at 4% or $162,176 at 6%; with 100% employer match about $182,448 at 4% or $121,632 at 6%. |
| Employee Benefits Plan of the Joyce Mertz-Gilmore Foundation | - | 20 | $1,933,660 | $230,096 | $11,505iApproximate average salary by contribution assumption: employee only about $287,620 at 4% or $191,747 at 6%; with 50% employer match about $191,747 at 4% or $127,831 at 6%; with 100% employer match about $143,810 at 4% or $95,873 at 6%. |
| TAX DEFERRED ANNUITY PLAN OF MERTZ GILMORE FOUNDATION | - | 16 | $1,168,303 | $61,820 | $3,864iApproximate average salary by contribution assumption: employee only about $96,594 at 4% or $64,396 at 6%; with 50% employer match about $64,396 at 4% or $42,931 at 6%; with 100% employer match about $48,297 at 4% or $32,198 at 6%. |
| 2008 | 1 | 12 | $1,626,927 | $10,904 | $909iApproximate average salary by contribution assumption: employee only about $22,717 at 4% or $15,144 at 6%; with 50% employer match about $15,144 at 4% or $10,096 at 6%; with 100% employer match about $11,358 at 4% or $7,572 at 6%. |
| Employee Benefits Plan of the Joyce Mertz-Gilmore Foundation | - | 12 | $1,626,927 | $10,904 | $909iApproximate average salary by contribution assumption: employee only about $22,717 at 4% or $15,144 at 6%; with 50% employer match about $15,144 at 4% or $10,096 at 6%; with 100% employer match about $11,358 at 4% or $7,572 at 6%. |
| 2007 | 1 | 12 | $0 | $0 | - |
| Employee Benefits Plan of the Joyce Mertz-Gilmore Foundation | - | 12 | - | - | - |
| 2006 | 1 | 11 | $1,690,105 | $591,635 | $53,785iApproximate average salary by contribution assumption: employee only about $1,344,625 at 4% or $896,417 at 6%; with 50% employer match about $896,417 at 4% or $597,611 at 6%; with 100% employer match about $672,313 at 4% or $448,208 at 6%. |
| Employee Benefits Plan of the Joyce Mertz-Gilmore Foundation | - | 11 | $1,690,105 | $591,635 | $53,785iApproximate average salary by contribution assumption: employee only about $1,344,625 at 4% or $896,417 at 6%; with 50% employer match about $896,417 at 4% or $597,611 at 6%; with 100% employer match about $672,313 at 4% or $448,208 at 6%. |
| 2005 | 1 | 13 | $1,725,300 | $108,932 | $8,379iApproximate average salary by contribution assumption: employee only about $209,485 at 4% or $139,656 at 6%; with 50% employer match about $139,656 at 4% or $93,104 at 6%; with 100% employer match about $104,742 at 4% or $69,828 at 6%. |
| Employee Benefits Plan of the Joyce Mertz-Gilmore Foundation | - | 13 | $1,725,300 | $108,932 | $8,379iApproximate average salary by contribution assumption: employee only about $209,485 at 4% or $139,656 at 6%; with 50% employer match about $139,656 at 4% or $93,104 at 6%; with 100% employer match about $104,742 at 4% or $69,828 at 6%. |
| 2004 | 1 | 13 | $1,574,079 | $104,317 | $8,024iApproximate average salary by contribution assumption: employee only about $200,610 at 4% or $133,740 at 6%; with 50% employer match about $133,740 at 4% or $89,160 at 6%; with 100% employer match about $100,305 at 4% or $66,870 at 6%. |
| Employee Benefits Plan of the Joyce Mertz-Gilmore Foundation | - | 13 | $1,574,079 | $104,317 | $8,024iApproximate average salary by contribution assumption: employee only about $200,610 at 4% or $133,740 at 6%; with 50% employer match about $133,740 at 4% or $89,160 at 6%; with 100% employer match about $100,305 at 4% or $66,870 at 6%. |
| 2003 | 1 | 13 | $0 | $0 | - |
| Employee Benefits Plan of the Joyce Mertz-Gilmore Foundation | - | 13 | - | - | - |
| 2002 | 1 | 14 | $1,121,691 | $104,484 | $7,463iApproximate average salary by contribution assumption: employee only about $186,579 at 4% or $124,386 at 6%; with 50% employer match about $124,386 at 4% or $82,924 at 6%; with 100% employer match about $93,289 at 4% or $62,193 at 6%. |
| Employee Benefits Plan of the Joyce Mertz-Gilmore Foundation | - | 14 | $1,121,691 | $104,484 | $7,463iApproximate average salary by contribution assumption: employee only about $186,579 at 4% or $124,386 at 6%; with 50% employer match about $124,386 at 4% or $82,924 at 6%; with 100% employer match about $93,289 at 4% or $62,193 at 6%. |
| 2001 | 1 | 15 | $1,438,751 | $124,129 | $8,275iApproximate average salary by contribution assumption: employee only about $206,882 at 4% or $137,921 at 6%; with 50% employer match about $137,921 at 4% or $91,947 at 6%; with 100% employer match about $103,441 at 4% or $68,961 at 6%. |
| Employee Benefits Plan of the Joyce Mertz-Gilmore Foundation | - | 15 | $1,438,751 | $124,129 | $8,275iApproximate average salary by contribution assumption: employee only about $206,882 at 4% or $137,921 at 6%; with 50% employer match about $137,921 at 4% or $91,947 at 6%; with 100% employer match about $103,441 at 4% or $68,961 at 6%. |
| 2000 | 1 | 15 | $1,432,511 | $123,226 | $8,215iApproximate average salary by contribution assumption: employee only about $205,377 at 4% or $136,918 at 6%; with 50% employer match about $136,918 at 4% or $91,279 at 6%; with 100% employer match about $102,688 at 4% or $68,459 at 6%. |
| Employee Benefits Plan of the Joyce Mertz-Gilmore Foundation | - | 15 | $1,432,511 | $123,226 | $8,215iApproximate average salary by contribution assumption: employee only about $205,377 at 4% or $136,918 at 6%; with 50% employer match about $136,918 at 4% or $91,279 at 6%; with 100% employer match about $102,688 at 4% or $68,459 at 6%. |
| 1999 | 1 | 16 | $1,546,187 | $122,480 | $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%. |
| Employee Benefits Plan of the Joyce Mertz-Gilmore Foundation | - | 16 | $1,546,187 | $122,480 | $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%. |