Civic Intelligence

Lowell Associates, L. P.

Plan context: Lowell Associates, L. P. 401K Savings Plan

EIN 13-3235968 • New York, NY • 27 filings • 3 plans

515 Madison Avenue41st FloorNew York, NY 10022
Current Snapshot

Latest Year

2025

2025 Participants

27

2025 Assets

$5,394,230

2025 Contributions

$273,440

Historical Graphs

Total Assets Over Time

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

$5,394,230$2,697,115$0199920132025YearValue
$5,394,230Latest year 2025

Participants Over Time

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

29150199920122025YearValue
27Latest year 2025

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
2025127$5,394,230$273,440$10,127iApproximate average salary by contribution assumption: employee only about $253,185 at 4% or $168,790 at 6%; with 50% employer match about $168,790 at 4% or $112,527 at 6%; with 100% employer match about $126,593 at 4% or $84,395 at 6%.
Lowell Associates, L. P. 401K Savings Plan-27$5,394,230$273,440$10,127iApproximate average salary by contribution assumption: employee only about $253,185 at 4% or $168,790 at 6%; with 50% employer match about $168,790 at 4% or $112,527 at 6%; with 100% employer match about $126,593 at 4% or $84,395 at 6%.
2024125$4,532,631$570,461$22,818iApproximate average salary by contribution assumption: employee only about $570,461 at 4% or $380,307 at 6%; with 50% employer match about $380,307 at 4% or $253,538 at 6%; with 100% employer match about $285,231 at 4% or $190,154 at 6%.
Lowell Associates, L. P. 401K Savings Plan-25$4,532,631$570,461$22,818iApproximate average salary by contribution assumption: employee only about $570,461 at 4% or $380,307 at 6%; with 50% employer match about $380,307 at 4% or $253,538 at 6%; with 100% employer match about $285,231 at 4% or $190,154 at 6%.
2023119$3,405,182$159,142$8,376iApproximate average salary by contribution assumption: employee only about $209,397 at 4% or $139,598 at 6%; with 50% employer match about $139,598 at 4% or $93,065 at 6%; with 100% employer match about $104,699 at 4% or $69,799 at 6%.
Lowell Associates, L. P. 401K Savings Plan-19$3,405,182$159,142$8,376iApproximate average salary by contribution assumption: employee only about $209,397 at 4% or $139,598 at 6%; with 50% employer match about $139,598 at 4% or $93,065 at 6%; with 100% employer match about $104,699 at 4% or $69,799 at 6%.
2022117$2,648,906$108,962$6,410iApproximate average salary by contribution assumption: employee only about $160,238 at 4% or $106,825 at 6%; with 50% employer match about $106,825 at 4% or $71,217 at 6%; with 100% employer match about $80,119 at 4% or $53,413 at 6%.
Lowell Associates, L. P. 401K Savings Plan-17$2,648,906$108,962$6,410iApproximate average salary by contribution assumption: employee only about $160,238 at 4% or $106,825 at 6%; with 50% employer match about $106,825 at 4% or $71,217 at 6%; with 100% employer match about $80,119 at 4% or $53,413 at 6%.
2021114$3,455,954$95,463$6,819iApproximate average salary by contribution assumption: employee only about $170,470 at 4% or $113,646 at 6%; with 50% employer match about $113,646 at 4% or $75,764 at 6%; with 100% employer match about $85,235 at 4% or $56,823 at 6%.
Lowell Associates, L. P. 401K Savings Plan-14$3,455,954$95,463$6,819iApproximate average salary by contribution assumption: employee only about $170,470 at 4% or $113,646 at 6%; with 50% employer match about $113,646 at 4% or $75,764 at 6%; with 100% employer match about $85,235 at 4% or $56,823 at 6%.
2020115$2,982,402$77,602$5,173iApproximate average salary by contribution assumption: employee only about $129,337 at 4% or $86,224 at 6%; with 50% employer match about $86,224 at 4% or $57,483 at 6%; with 100% employer match about $64,668 at 4% or $43,112 at 6%.
Lowell Associates, L. P. 401K Savings Plan-15$2,982,402$77,602$5,173iApproximate average salary by contribution assumption: employee only about $129,337 at 4% or $86,224 at 6%; with 50% employer match about $86,224 at 4% or $57,483 at 6%; with 100% employer match about $64,668 at 4% or $43,112 at 6%.
2019116$2,536,294$653,689$40,856iApproximate average salary by contribution assumption: employee only about $1,021,389 at 4% or $680,926 at 6%; with 50% employer match about $680,926 at 4% or $453,951 at 6%; with 100% employer match about $510,695 at 4% or $340,463 at 6%.
Lowell Associates, L. P. 401K Savings Plan-16$2,536,294$653,689$40,856iApproximate average salary by contribution assumption: employee only about $1,021,389 at 4% or $680,926 at 6%; with 50% employer match about $680,926 at 4% or $453,951 at 6%; with 100% employer match about $510,695 at 4% or $340,463 at 6%.
2018118$1,649,221$125,656$6,981iApproximate average salary by contribution assumption: employee only about $174,522 at 4% or $116,348 at 6%; with 50% employer match about $116,348 at 4% or $77,565 at 6%; with 100% employer match about $87,261 at 4% or $58,174 at 6%.
Lowell Associates, L. P. 401K Savings Plan-18$1,649,221$125,656$6,981iApproximate average salary by contribution assumption: employee only about $174,522 at 4% or $116,348 at 6%; with 50% employer match about $116,348 at 4% or $77,565 at 6%; with 100% employer match about $87,261 at 4% or $58,174 at 6%.
2017118$1,744,997$113,401$6,300iApproximate average salary by contribution assumption: employee only about $157,501 at 4% or $105,001 at 6%; with 50% employer match about $105,001 at 4% or $70,001 at 6%; with 100% employer match about $78,751 at 4% or $52,500 at 6%.
Lowell Associates, L. P. 401K Savings Plan-18$1,744,997$113,401$6,300iApproximate average salary by contribution assumption: employee only about $157,501 at 4% or $105,001 at 6%; with 50% employer match about $105,001 at 4% or $70,001 at 6%; with 100% employer match about $78,751 at 4% or $52,500 at 6%.
2016120$1,392,914$113,773$5,689iApproximate average salary by contribution assumption: employee only about $142,216 at 4% or $94,811 at 6%; with 50% employer match about $94,811 at 4% or $63,207 at 6%; with 100% employer match about $71,108 at 4% or $47,405 at 6%.
Lowell Associates, L. P. 401K Savings Plan-20$1,392,914$113,773$5,689iApproximate average salary by contribution assumption: employee only about $142,216 at 4% or $94,811 at 6%; with 50% employer match about $94,811 at 4% or $63,207 at 6%; with 100% employer match about $71,108 at 4% or $47,405 at 6%.
2015118$1,242,823$101,493$5,639iApproximate average salary by contribution assumption: employee only about $140,963 at 4% or $93,975 at 6%; with 50% employer match about $93,975 at 4% or $62,650 at 6%; with 100% employer match about $70,481 at 4% or $46,988 at 6%.
Lowell Associates, L. P. 401K Savings Plan-18$1,242,823$101,493$5,639iApproximate average salary by contribution assumption: employee only about $140,963 at 4% or $93,975 at 6%; with 50% employer match about $93,975 at 4% or $62,650 at 6%; with 100% employer match about $70,481 at 4% or $46,988 at 6%.
2014118$1,200,663$84,987$4,722iApproximate average salary by contribution assumption: employee only about $118,038 at 4% or $78,692 at 6%; with 50% employer match about $78,692 at 4% or $52,461 at 6%; with 100% employer match about $59,019 at 4% or $39,346 at 6%.
Lowell Associates, L. P. 401K Savings Plan-18$1,200,663$84,987$4,722iApproximate average salary by contribution assumption: employee only about $118,038 at 4% or $78,692 at 6%; with 50% employer match about $78,692 at 4% or $52,461 at 6%; with 100% employer match about $59,019 at 4% or $39,346 at 6%.
2013120$1,140,638$108,171$5,409iApproximate average salary by contribution assumption: employee only about $135,214 at 4% or $90,143 at 6%; with 50% employer match about $90,143 at 4% or $60,095 at 6%; with 100% employer match about $67,607 at 4% or $45,071 at 6%.
Lowell Associates, L. P. 401K Savings Plan-20$1,140,638$108,171$5,409iApproximate average salary by contribution assumption: employee only about $135,214 at 4% or $90,143 at 6%; with 50% employer match about $90,143 at 4% or $60,095 at 6%; with 100% employer match about $67,607 at 4% or $45,071 at 6%.
2012118$886,647$76,614$4,256iApproximate average salary by contribution assumption: employee only about $106,408 at 4% or $70,939 at 6%; with 50% employer match about $70,939 at 4% or $47,293 at 6%; with 100% employer match about $53,204 at 4% or $35,469 at 6%.
Lowell Associates, L. P. 401K Savings Plan-18$886,647$76,614$4,256iApproximate average salary by contribution assumption: employee only about $106,408 at 4% or $70,939 at 6%; with 50% employer match about $70,939 at 4% or $47,293 at 6%; with 100% employer match about $53,204 at 4% or $35,469 at 6%.
2011118$780,679$72,790$4,044iApproximate average salary by contribution assumption: employee only about $101,097 at 4% or $67,398 at 6%; with 50% employer match about $67,398 at 4% or $44,932 at 6%; with 100% employer match about $50,549 at 4% or $33,699 at 6%.
Lowell Associates, L. P. 401K Savings Plan-18$780,679$72,790$4,044iApproximate average salary by contribution assumption: employee only about $101,097 at 4% or $67,398 at 6%; with 50% employer match about $67,398 at 4% or $44,932 at 6%; with 100% employer match about $50,549 at 4% or $33,699 at 6%.
2010122$756,209$59,991$2,727iApproximate average salary by contribution assumption: employee only about $68,172 at 4% or $45,448 at 6%; with 50% employer match about $45,448 at 4% or $30,298 at 6%; with 100% employer match about $34,086 at 4% or $22,724 at 6%.
Lowell Associates, L. P. 401K Savings Plan-22$756,209$59,991$2,727iApproximate average salary by contribution assumption: employee only about $68,172 at 4% or $45,448 at 6%; with 50% employer match about $45,448 at 4% or $30,298 at 6%; with 100% employer match about $34,086 at 4% or $22,724 at 6%.
2009118$632,691$62,814$3,490iApproximate average salary by contribution assumption: employee only about $87,242 at 4% or $58,161 at 6%; with 50% employer match about $58,161 at 4% or $38,774 at 6%; with 100% employer match about $43,621 at 4% or $29,081 at 6%.
Lowell Associates, L. P. 401K Savings Plan-18$632,691$62,814$3,490iApproximate average salary by contribution assumption: employee only about $87,242 at 4% or $58,161 at 6%; with 50% employer match about $58,161 at 4% or $38,774 at 6%; with 100% employer match about $43,621 at 4% or $29,081 at 6%.
2008119$585,635$67,646$3,560iApproximate average salary by contribution assumption: employee only about $89,008 at 4% or $59,339 at 6%; with 50% employer match about $59,339 at 4% or $39,559 at 6%; with 100% employer match about $44,504 at 4% or $29,669 at 6%.
Lowell Associates, L. P. 401K Savings Plan-19$585,635$67,646$3,560iApproximate average salary by contribution assumption: employee only about $89,008 at 4% or $59,339 at 6%; with 50% employer match about $59,339 at 4% or $39,559 at 6%; with 100% employer match about $44,504 at 4% or $29,669 at 6%.
2007117$0$0-
Lowell Associates, L. P. 401K Savings Plan-17---
2006117$632,955$56,458$3,321iApproximate average salary by contribution assumption: employee only about $83,026 at 4% or $55,351 at 6%; with 50% employer match about $55,351 at 4% or $36,901 at 6%; with 100% employer match about $41,513 at 4% or $27,675 at 6%.
Lowell Associates, L. P. 401K Savings Plan-17$632,955$56,458$3,321iApproximate average salary by contribution assumption: employee only about $83,026 at 4% or $55,351 at 6%; with 50% employer match about $55,351 at 4% or $36,901 at 6%; with 100% employer match about $41,513 at 4% or $27,675 at 6%.
2005127$535,486$65,500$2,426iApproximate average salary by contribution assumption: employee only about $60,648 at 4% or $40,432 at 6%; with 50% employer match about $40,432 at 4% or $26,955 at 6%; with 100% employer match about $30,324 at 4% or $20,216 at 6%.
Lowell Associates, L. P. 401K Savings Plan-27$535,486$65,500$2,426iApproximate average salary by contribution assumption: employee only about $60,648 at 4% or $40,432 at 6%; with 50% employer match about $40,432 at 4% or $26,955 at 6%; with 100% employer match about $30,324 at 4% or $20,216 at 6%.
2004129$453,782$90,032$3,105iApproximate average salary by contribution assumption: employee only about $77,614 at 4% or $51,743 at 6%; with 50% employer match about $51,743 at 4% or $34,495 at 6%; with 100% employer match about $38,807 at 4% or $25,871 at 6%.
Lowell Associates, L. P. 401K Savings Plan-29$453,782$90,032$3,105iApproximate average salary by contribution assumption: employee only about $77,614 at 4% or $51,743 at 6%; with 50% employer match about $51,743 at 4% or $34,495 at 6%; with 100% employer match about $38,807 at 4% or $25,871 at 6%.
2003118$341,016$134,209$7,456iApproximate average salary by contribution assumption: employee only about $186,401 at 4% or $124,268 at 6%; with 50% employer match about $124,268 at 4% or $82,845 at 6%; with 100% employer match about $93,201 at 4% or $62,134 at 6%.
Lowell Associates, L. P. 401K Savings Plan-18$341,016$134,209$7,456iApproximate average salary by contribution assumption: employee only about $186,401 at 4% or $124,268 at 6%; with 50% employer match about $124,268 at 4% or $82,845 at 6%; with 100% employer match about $93,201 at 4% or $62,134 at 6%.
2002124$176,502$32,379$1,349iApproximate average salary by contribution assumption: employee only about $33,728 at 4% or $22,485 at 6%; with 50% employer match about $22,485 at 4% or $14,990 at 6%; with 100% employer match about $16,864 at 4% or $11,243 at 6%.
Lowell Associates, L. P. 401K Savings Plan-24$176,502$32,379$1,349iApproximate average salary by contribution assumption: employee only about $33,728 at 4% or $22,485 at 6%; with 50% employer match about $22,485 at 4% or $14,990 at 6%; with 100% employer match about $16,864 at 4% or $11,243 at 6%.
200119$175,507$25,246$2,805iApproximate average salary by contribution assumption: employee only about $70,128 at 4% or $46,752 at 6%; with 50% employer match about $46,752 at 4% or $31,168 at 6%; with 100% employer match about $35,064 at 4% or $23,376 at 6%.
Lowell Associates, L. P. 401K Savings Plan-9$175,507$25,246$2,805iApproximate average salary by contribution assumption: employee only about $70,128 at 4% or $46,752 at 6%; with 50% employer match about $46,752 at 4% or $31,168 at 6%; with 100% employer match about $35,064 at 4% or $23,376 at 6%.
2000123$201,749$29,080$1,264iApproximate average salary by contribution assumption: employee only about $31,609 at 4% or $21,072 at 6%; with 50% employer match about $21,072 at 4% or $14,048 at 6%; with 100% employer match about $15,804 at 4% or $10,536 at 6%.
Lowell Associates, L. P. 401K Savings Plan-23$201,749$29,080$1,264iApproximate average salary by contribution assumption: employee only about $31,609 at 4% or $21,072 at 6%; with 50% employer match about $21,072 at 4% or $14,048 at 6%; with 100% employer match about $15,804 at 4% or $10,536 at 6%.
1999123$185,926$34,544$1,502iApproximate average salary by contribution assumption: employee only about $37,548 at 4% or $25,032 at 6%; with 50% employer match about $25,032 at 4% or $16,688 at 6%; with 100% employer match about $18,774 at 4% or $12,516 at 6%.
Lowell Associates, L. P. 401K Savings Plan-23$185,926$34,544$1,502iApproximate average salary by contribution assumption: employee only about $37,548 at 4% or $25,032 at 6%; with 50% employer match about $25,032 at 4% or $16,688 at 6%; with 100% employer match about $18,774 at 4% or $12,516 at 6%.