Civic Intelligence

Worms Asset Management a Division of Worms & Co. Inc.

Plan context: Worms Asset Management, a Division of Worms & Co. Inc. Employee Profit Sharing & 401K Plan

EIN 13-3245045 • New York, NY • 31 filings • 10 plans

900 Third AvenueNew York, NY 10022
Current Snapshot

Latest Year

2016

2016 Participants

52

2016 Assets

$32,505,511

2016 Contributions

$2,471,270

Historical Graphs

Total Assets Over Time

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

$40,113,372$20,056,686$0199920082016YearValue
$32,505,511Latest year 2016

Participants Over Time

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

2981490199920082016YearValue
52Latest year 2016

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
2016252$32,505,511$2,471,270$47,524iApproximate average salary by contribution assumption: employee only about $1,188,111 at 4% or $792,074 at 6%; with 50% employer match about $792,074 at 4% or $528,049 at 6%; with 100% employer match about $594,055 at 4% or $396,037 at 6%.
Worms Asset Management, a Division of Worms & Co. Inc. Employee Profit Sharing & 401K Plan-52$32,505,511$2,471,270$47,524iApproximate average salary by contribution assumption: employee only about $1,188,111 at 4% or $792,074 at 6%; with 50% employer match about $792,074 at 4% or $528,049 at 6%; with 100% employer match about $594,055 at 4% or $396,037 at 6%.
Permal Group Ltd Uk D/B/A Permal Group (Pgi) LLC Health & Welfare Plan-46---
20152120$40,050,507$3,701,540$30,846iApproximate average salary by contribution assumption: employee only about $771,154 at 4% or $514,103 at 6%; with 50% employer match about $514,103 at 4% or $342,735 at 6%; with 100% employer match about $385,577 at 4% or $257,051 at 6%.
Worms Asset Management, a Division of Worms & Co. Inc. Employee Profit Sharing & 401K Plan-120$40,050,507$3,701,540$30,846iApproximate average salary by contribution assumption: employee only about $771,154 at 4% or $514,103 at 6%; with 50% employer match about $514,103 at 4% or $342,735 at 6%; with 100% employer match about $385,577 at 4% or $257,051 at 6%.
Permal Group Ltd Uk D/B/A Permal Group (Pgi) LLC Health & Welfare Plan-110---
20142298$40,113,372$3,699,953$12,416iApproximate average salary by contribution assumption: employee only about $310,399 at 4% or $206,932 at 6%; with 50% employer match about $206,932 at 4% or $137,955 at 6%; with 100% employer match about $155,199 at 4% or $103,466 at 6%.
Worms Asset Management, a Division of Worms & Co. Inc. Employee Profit Sharing & 401K Plan-125$40,113,372$3,699,953$29,600iApproximate average salary by contribution assumption: employee only about $739,991 at 4% or $493,327 at 6%; with 50% employer match about $493,327 at 4% or $328,885 at 6%; with 100% employer match about $369,995 at 4% or $246,664 at 6%.
Permal Group Ltd Uk D/B/A Permal Group (Pgi) LLC Health & Welfare Plan-298---
20132140$36,826,366$3,556,086$25,401iApproximate average salary by contribution assumption: employee only about $635,015 at 4% or $423,344 at 6%; with 50% employer match about $423,344 at 4% or $282,229 at 6%; with 100% employer match about $317,508 at 4% or $211,672 at 6%.
Worms Asset Management, a Division of Worms & Co. Inc. Employee Profit Sharing & 401K Plan-121$36,826,366$3,556,086$29,389iApproximate average salary by contribution assumption: employee only about $734,729 at 4% or $489,819 at 6%; with 50% employer match about $489,819 at 4% or $326,546 at 6%; with 100% employer match about $367,364 at 4% or $244,910 at 6%.
Permal Group Ltd Uk D/B/A Permal Group (Pgi) LLC Health & Welfare Plan-140---
20122138$28,111,616$3,227,224$23,386iApproximate average salary by contribution assumption: employee only about $584,642 at 4% or $389,761 at 6%; with 50% employer match about $389,761 at 4% or $259,841 at 6%; with 100% employer match about $292,321 at 4% or $194,881 at 6%.
Worms Asset Management, a Division of Worms & Co. Inc. Employee Profit Sharing & 401K Plan-125$28,111,616$3,227,224$25,818iApproximate average salary by contribution assumption: employee only about $645,445 at 4% or $430,297 at 6%; with 50% employer match about $430,297 at 4% or $286,864 at 6%; with 100% employer match about $322,722 at 4% or $215,148 at 6%.
Permal Group Ltd Uk D/B/A Permal Group (Pgi) LLC Health & Welfare Plan-138---
20112122$23,639,396$2,945,929$24,147iApproximate average salary by contribution assumption: employee only about $603,674 at 4% or $402,449 at 6%; with 50% employer match about $402,449 at 4% or $268,300 at 6%; with 100% employer match about $301,837 at 4% or $201,225 at 6%.
Worms Asset Management, a Division of Worms & Co. Inc. Employee Profit Sharing & 401K Plan-120$23,639,396$2,945,929$24,549iApproximate average salary by contribution assumption: employee only about $613,735 at 4% or $409,157 at 6%; with 50% employer match about $409,157 at 4% or $272,771 at 6%; with 100% employer match about $306,868 at 4% or $204,578 at 6%.
Permal Group Ltd Uk D/B/A Permal Group (Pgi) LLC Health & Welfare Plan-122---
20102118$22,142,659$2,794,885$23,685iApproximate average salary by contribution assumption: employee only about $592,137 at 4% or $394,758 at 6%; with 50% employer match about $394,758 at 4% or $263,172 at 6%; with 100% employer match about $296,068 at 4% or $197,379 at 6%.
Worms Asset Management, a Division of Worms & Co. Inc. Employee Profit Sharing & 401K Plan-112$22,142,659$2,794,885$24,954iApproximate average salary by contribution assumption: employee only about $623,858 at 4% or $415,906 at 6%; with 50% employer match about $415,906 at 4% or $277,270 at 6%; with 100% employer match about $311,929 at 4% or $207,953 at 6%.
Permal Group Ltd Uk D/B/A Permal Group (Pgi) LLC Health & Welfare Plan-118---
20092128$18,461,668$2,760,581$21,567iApproximate average salary by contribution assumption: employee only about $539,176 at 4% or $359,451 at 6%; with 50% employer match about $359,451 at 4% or $239,634 at 6%; with 100% employer match about $269,588 at 4% or $179,725 at 6%.
Worms Asset Management, a Division of Worms & Co. Inc. Employee Profit Sharing & 401K Plan-104$18,461,668$2,760,581$26,544iApproximate average salary by contribution assumption: employee only about $663,601 at 4% or $442,401 at 6%; with 50% employer match about $442,401 at 4% or $294,934 at 6%; with 100% employer match about $331,801 at 4% or $221,200 at 6%.
Permal Group Ltd Uk D/B/A Permal Group (Pgi) LLC Health & Welfare Plan-128---
20081109$14,047,676$3,286,030$30,147iApproximate average salary by contribution assumption: employee only about $753,677 at 4% or $502,451 at 6%; with 50% employer match about $502,451 at 4% or $334,967 at 6%; with 100% employer match about $376,838 at 4% or $251,226 at 6%.
Worms Asset Management, a Division of Worms & Co. Inc. Employee Profit Sharing & 401K Plan-109$14,047,676$3,286,030$30,147iApproximate average salary by contribution assumption: employee only about $753,677 at 4% or $502,451 at 6%; with 50% employer match about $502,451 at 4% or $334,967 at 6%; with 100% employer match about $376,838 at 4% or $251,226 at 6%.
20072124$18,621,275$2,030,638$16,376iApproximate average salary by contribution assumption: employee only about $409,403 at 4% or $272,935 at 6%; with 50% employer match about $272,935 at 4% or $181,957 at 6%; with 100% employer match about $204,701 at 4% or $136,468 at 6%.
Worms Asset Management, a Division of Worms & Co. Inc. Employee Profit Sharing & 401K Plan-79$18,621,275$2,030,638$25,704iApproximate average salary by contribution assumption: employee only about $642,607 at 4% or $428,405 at 6%; with 50% employer match about $428,405 at 4% or $285,603 at 6%; with 100% employer match about $321,303 at 4% or $214,202 at 6%.
Permal Group Ltd Uk D/B/A Permal Group (Pgi) LLC Health & Welfare Plan-124---
2006158$15,282,988$1,576,587$27,183iApproximate average salary by contribution assumption: employee only about $679,563 at 4% or $453,042 at 6%; with 50% employer match about $453,042 at 4% or $302,028 at 6%; with 100% employer match about $339,782 at 4% or $226,521 at 6%.
Worms Asset Management, a Division of Worms & Co. Inc. Employee Profit Sharing & 401K Plan-58$15,282,988$1,576,587$27,183iApproximate average salary by contribution assumption: employee only about $679,563 at 4% or $453,042 at 6%; with 50% employer match about $453,042 at 4% or $302,028 at 6%; with 100% employer match about $339,782 at 4% or $226,521 at 6%.
2005152$12,833,852$1,331,466$25,605iApproximate average salary by contribution assumption: employee only about $640,128 at 4% or $426,752 at 6%; with 50% employer match about $426,752 at 4% or $284,501 at 6%; with 100% employer match about $320,064 at 4% or $213,376 at 6%.
Worms Asset Management, a Division of Worms & Co. Inc. Employee Profit Sharing & 401K Plan-52$12,833,852$1,331,466$25,605iApproximate average salary by contribution assumption: employee only about $640,128 at 4% or $426,752 at 6%; with 50% employer match about $426,752 at 4% or $284,501 at 6%; with 100% employer match about $320,064 at 4% or $213,376 at 6%.
2004143$10,247,829$1,056,995$24,581iApproximate average salary by contribution assumption: employee only about $614,532 at 4% or $409,688 at 6%; with 50% employer match about $409,688 at 4% or $273,125 at 6%; with 100% employer match about $307,266 at 4% or $204,844 at 6%.
Worms Asset Management, a Division of Worms & Co. Inc. Employee Profit Sharing & 401K Plan-43$10,247,829$1,056,995$24,581iApproximate average salary by contribution assumption: employee only about $614,532 at 4% or $409,688 at 6%; with 50% employer match about $409,688 at 4% or $273,125 at 6%; with 100% employer match about $307,266 at 4% or $204,844 at 6%.
2003139$8,241,883$789,029$20,232iApproximate average salary by contribution assumption: employee only about $505,788 at 4% or $337,192 at 6%; with 50% employer match about $337,192 at 4% or $224,795 at 6%; with 100% employer match about $252,894 at 4% or $168,596 at 6%.
Worms Asset Management, a Division of Worms & Co. Inc. Employee Profit Sharing & 401K Plan-39$8,241,883$789,029$20,232iApproximate average salary by contribution assumption: employee only about $505,788 at 4% or $337,192 at 6%; with 50% employer match about $337,192 at 4% or $224,795 at 6%; with 100% employer match about $252,894 at 4% or $168,596 at 6%.
2002242$5,895,592$785,740$18,708iApproximate average salary by contribution assumption: employee only about $467,702 at 4% or $311,802 at 6%; with 50% employer match about $311,802 at 4% or $207,868 at 6%; with 100% employer match about $233,851 at 4% or $155,901 at 6%.
Worms Asset Management, a Division of Worms & Co. Inc. Employee Profit Sharing & 401K Plan-42$5,895,592$701,671$16,706iApproximate average salary by contribution assumption: employee only about $417,661 at 4% or $278,441 at 6%; with 50% employer match about $278,441 at 4% or $185,627 at 6%; with 100% employer match about $208,831 at 4% or $139,220 at 6%.
Worms Asset Management a Division of Worms & Co. Inc. Employee Money Purchase Pension Plan-0-$84,069-
2001238$1,418,118$167,030$4,396iApproximate average salary by contribution assumption: employee only about $109,888 at 4% or $73,259 at 6%; with 50% employer match about $73,259 at 4% or $48,839 at 6%; with 100% employer match about $54,944 at 4% or $36,629 at 6%.
Worms Asset Management a Division of Worms & Co. Inc. Employee Money Purchase Pension Plan-38$1,418,118$167,030$4,396iApproximate average salary by contribution assumption: employee only about $109,888 at 4% or $73,259 at 6%; with 50% employer match about $73,259 at 4% or $48,839 at 6%; with 100% employer match about $54,944 at 4% or $36,629 at 6%.
Worms Asset Management, a Division of Worms & Co. Inc. Employee Profit Sharing & 401K Plan-38---
2000239$6,344,640$604,473$15,499iApproximate average salary by contribution assumption: employee only about $387,483 at 4% or $258,322 at 6%; with 50% employer match about $258,322 at 4% or $172,215 at 6%; with 100% employer match about $193,741 at 4% or $129,161 at 6%.
Worms Asset Management, a Division of Worms & Co. Inc. Employee Profit Sharing & 401K Plan-38$4,947,002$477,170$12,557iApproximate average salary by contribution assumption: employee only about $313,928 at 4% or $209,285 at 6%; with 50% employer match about $209,285 at 4% or $139,523 at 6%; with 100% employer match about $156,964 at 4% or $104,643 at 6%.
Worms Asset Management a Division of Worms & Co. Inc. Employee Money Purchase Pension Plan-39$1,397,638$127,303$3,264iApproximate average salary by contribution assumption: employee only about $81,604 at 4% or $54,403 at 6%; with 50% employer match about $54,403 at 4% or $36,269 at 6%; with 100% employer match about $40,802 at 4% or $27,201 at 6%.
1999234$6,209,541$486,959$14,322iApproximate average salary by contribution assumption: employee only about $358,058 at 4% or $238,705 at 6%; with 50% employer match about $238,705 at 4% or $159,137 at 6%; with 100% employer match about $179,029 at 4% or $119,353 at 6%.
Worms Asset Management, a Division of Worms & Co. Inc. Employee Profit Sharing & 401K Plan-33$4,811,154$377,509$11,440iApproximate average salary by contribution assumption: employee only about $285,992 at 4% or $190,661 at 6%; with 50% employer match about $190,661 at 4% or $127,107 at 6%; with 100% employer match about $142,996 at 4% or $95,331 at 6%.
Worms Asset Management a Division of Worms & Co. Inc. Employee Money Purchase Pension Plan-34$1,398,387$109,450$3,219iApproximate average salary by contribution assumption: employee only about $80,478 at 4% or $53,652 at 6%; with 50% employer match about $53,652 at 4% or $35,768 at 6%; with 100% employer match about $40,239 at 4% or $26,826 at 6%.