Civic Intelligence

U.S. Clearing Corp.

Plan context: Pension Plan Under the U.S. Clearing Corp. Retirement Trust

EIN 13-2967453 • Dallas, TX • 28 filings • 6 plans

1700 Pacific Ave.Suite 1400Dallas, TX 75201
Current Snapshot

Latest Year

2024

2024 Participants

749

2024 Assets

$47,914,778

2024 Contributions

$6,732,069

Historical Graphs

Total Assets Over Time

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

$47,914,778$23,957,389$0199920162021YearValue
$47,914,778Latest year 2021

Participants Over Time

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

8694350199920182024YearValue
749Latest 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
20241749$0$0-
Apex Clearing Corporation Employee Benefit Plan-749---
20231678$0$0-
Apex Clearing Corporation Employee Benefit Plan-678---
20221637$0$0-
Apex Clearing Corporation Employee Benefit Plan-637---
20212447$47,914,778$6,732,069$15,061iApproximate average salary by contribution assumption: employee only about $376,514 at 4% or $251,009 at 6%; with 50% employer match about $251,009 at 4% or $167,340 at 6%; with 100% employer match about $188,257 at 4% or $125,505 at 6%.
Pension Plan Under the U.S. Clearing Corp. Retirement Trust-447$47,914,778$6,732,069$15,061iApproximate average salary by contribution assumption: employee only about $376,514 at 4% or $251,009 at 6%; with 50% employer match about $251,009 at 4% or $167,340 at 6%; with 100% employer match about $188,257 at 4% or $125,505 at 6%.
Apex Clearing Corporation Employee Benefit Plan-0---
20202379$38,980,996$5,388,392$14,217iApproximate average salary by contribution assumption: employee only about $355,435 at 4% or $236,957 at 6%; with 50% employer match about $236,957 at 4% or $157,971 at 6%; with 100% employer match about $177,717 at 4% or $118,478 at 6%.
Pension Plan Under the U.S. Clearing Corp. Retirement Trust-374$38,980,996$5,388,392$14,407iApproximate average salary by contribution assumption: employee only about $360,187 at 4% or $240,124 at 6%; with 50% employer match about $240,124 at 4% or $160,083 at 6%; with 100% employer match about $180,093 at 4% or $120,062 at 6%.
Apex Clearing Corporation Employee Benefit Plan-379---
20192312$28,384,843$4,040,462$12,950iApproximate average salary by contribution assumption: employee only about $323,755 at 4% or $215,837 at 6%; with 50% employer match about $215,837 at 4% or $143,891 at 6%; with 100% employer match about $161,877 at 4% or $107,918 at 6%.
Pension Plan Under the U.S. Clearing Corp. Retirement Trust-276$28,384,843$4,040,462$14,639iApproximate average salary by contribution assumption: employee only about $365,984 at 4% or $243,989 at 6%; with 50% employer match about $243,989 at 4% or $162,660 at 6%; with 100% employer match about $182,992 at 4% or $121,995 at 6%.
Apex Clearing Corporation Employee Benefit Plan-312---
20182230$20,515,090$2,905,378$12,632iApproximate average salary by contribution assumption: employee only about $315,802 at 4% or $210,535 at 6%; with 50% employer match about $210,535 at 4% or $140,356 at 6%; with 100% employer match about $157,901 at 4% or $105,267 at 6%.
Pension Plan Under the U.S. Clearing Corp. Retirement Trust-229$20,515,090$2,905,378$12,687iApproximate average salary by contribution assumption: employee only about $317,181 at 4% or $211,454 at 6%; with 50% employer match about $211,454 at 4% or $140,969 at 6%; with 100% employer match about $158,591 at 4% or $105,727 at 6%.
Apex Clearing Corporation Employee Benefit Plan-230---
20172200$21,345,006$2,209,537$11,048iApproximate average salary by contribution assumption: employee only about $276,192 at 4% or $184,128 at 6%; with 50% employer match about $184,128 at 4% or $122,752 at 6%; with 100% employer match about $138,096 at 4% or $92,064 at 6%.
Pension Plan Under the U.S. Clearing Corp. Retirement Trust-199$21,345,006$2,209,537$11,103iApproximate average salary by contribution assumption: employee only about $277,580 at 4% or $185,053 at 6%; with 50% employer match about $185,053 at 4% or $123,369 at 6%; with 100% employer match about $138,790 at 4% or $92,527 at 6%.
Apex Clearing Corporation Employee Benefit Plan-200---
20162189$18,407,788$2,007,060$10,619iApproximate average salary by contribution assumption: employee only about $265,484 at 4% or $176,989 at 6%; with 50% employer match about $176,989 at 4% or $117,993 at 6%; with 100% employer match about $132,742 at 4% or $88,495 at 6%.
Pension Plan Under the U.S. Clearing Corp. Retirement Trust-189$18,407,788$2,007,060$10,619iApproximate average salary by contribution assumption: employee only about $265,484 at 4% or $176,989 at 6%; with 50% employer match about $176,989 at 4% or $117,993 at 6%; with 100% employer match about $132,742 at 4% or $88,495 at 6%.
Apex Clearing Corporation Employee Benefit Plan-176---
20152174$14,054,064$1,393,195$8,007iApproximate average salary by contribution assumption: employee only about $200,172 at 4% or $133,448 at 6%; with 50% employer match about $133,448 at 4% or $88,965 at 6%; with 100% employer match about $100,086 at 4% or $66,724 at 6%.
Pension Plan Under the U.S. Clearing Corp. Retirement Trust-174$14,054,064$1,393,195$8,007iApproximate average salary by contribution assumption: employee only about $200,172 at 4% or $133,448 at 6%; with 50% employer match about $133,448 at 4% or $88,965 at 6%; with 100% employer match about $100,086 at 4% or $66,724 at 6%.
Apex Clearing Corporation Employee Benefit Plan-172---
20142154$13,380,780$1,205,025$7,825iApproximate average salary by contribution assumption: employee only about $195,621 at 4% or $130,414 at 6%; with 50% employer match about $130,414 at 4% or $86,943 at 6%; with 100% employer match about $97,810 at 4% or $65,207 at 6%.
Pension Plan Under the U.S. Clearing Corp. Retirement Trust-152$13,380,780$1,205,025$7,928iApproximate average salary by contribution assumption: employee only about $198,195 at 4% or $132,130 at 6%; with 50% employer match about $132,130 at 4% or $88,087 at 6%; with 100% employer match about $99,097 at 4% or $66,065 at 6%.
Apex Clearing Corporation Employee Benefit Plan-154---
20132169$12,054,854$1,040,760$6,158iApproximate average salary by contribution assumption: employee only about $153,959 at 4% or $102,639 at 6%; with 50% employer match about $102,639 at 4% or $68,426 at 6%; with 100% employer match about $76,979 at 4% or $51,320 at 6%.
Pension Plan Under the U.S. Clearing Corp. Retirement Trust-169$12,054,854$1,040,760$6,158iApproximate average salary by contribution assumption: employee only about $153,959 at 4% or $102,639 at 6%; with 50% employer match about $102,639 at 4% or $68,426 at 6%; with 100% employer match about $76,979 at 4% or $51,320 at 6%.
Apex Clearing Corporation Employee Benefit Plan-154---
20122168$11,428,995$286,888$1,708iApproximate average salary by contribution assumption: employee only about $42,692 at 4% or $28,461 at 6%; with 50% employer match about $28,461 at 4% or $18,974 at 6%; with 100% employer match about $21,346 at 4% or $14,231 at 6%.
Pension Plan Under the U.S. Clearing Corp. Retirement Trust-168$11,428,995$286,888$1,708iApproximate average salary by contribution assumption: employee only about $42,692 at 4% or $28,461 at 6%; with 50% employer match about $28,461 at 4% or $18,974 at 6%; with 100% employer match about $21,346 at 4% or $14,231 at 6%.
Apex Clearing Corporation Employee Benefit Plan-149---
200030$0$0-
Profit Sharing Plan Under the U.S. Clearing Corp. Retirement Trust-0---
Pension Plan Under the U.S. Clearing Corp. Retirement Trust-0---
U.S. CLEARING CORP 401 K PLAN-0---
19992869$27,091,174$4,280,806$4,926iApproximate average salary by contribution assumption: employee only about $123,153 at 4% or $82,102 at 6%; with 50% employer match about $82,102 at 4% or $54,735 at 6%; with 100% employer match about $61,577 at 4% or $41,051 at 6%.
Profit Sharing Plan Under the U.S. Clearing Corp. Retirement Trust-869$22,624,580$3,518,550$4,049iApproximate average salary by contribution assumption: employee only about $101,224 at 4% or $67,483 at 6%; with 50% employer match about $67,483 at 4% or $44,988 at 6%; with 100% employer match about $50,612 at 4% or $33,741 at 6%.
Pension Plan Under the U.S. Clearing Corp. Retirement Trust-869$4,466,594$762,256$877iApproximate average salary by contribution assumption: employee only about $21,929 at 4% or $14,619 at 6%; with 50% employer match about $14,619 at 4% or $9,746 at 6%; with 100% employer match about $10,965 at 4% or $7,310 at 6%.