Cooper, Robertson & Partners
Plan context: Cooper, Robertson & Partners Savings Investment & Retirement Plan
EIN 13-3368292 • New York, NY • 30 filings • 5 plans
Current Snapshot
Latest Year
2025
2025 Participants
59
2025 Assets
$5,179,195
2025 Contributions
$228,561
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 | 59 | $5,179,195 | $228,561 | $3,874iApproximate average salary by contribution assumption: employee only about $96,848 at 4% or $64,565 at 6%; with 50% employer match about $64,565 at 4% or $43,044 at 6%; with 100% employer match about $48,424 at 4% or $32,283 at 6%. |
| Cooper, Robertson & Partners Savings Investment & Retirement Plan | - | 59 | $5,179,195 | $228,561 | $3,874iApproximate average salary by contribution assumption: employee only about $96,848 at 4% or $64,565 at 6%; with 50% employer match about $64,565 at 4% or $43,044 at 6%; with 100% employer match about $48,424 at 4% or $32,283 at 6%. |
| 2024 | 1 | 68 | $6,317,068 | $374,932 | $5,514iApproximate average salary by contribution assumption: employee only about $137,843 at 4% or $91,895 at 6%; with 50% employer match about $91,895 at 4% or $61,263 at 6%; with 100% employer match about $68,921 at 4% or $45,948 at 6%. |
| Cooper, Robertson & Partners Savings Investment & Retirement Plan | - | 68 | $6,317,068 | $374,932 | $5,514iApproximate average salary by contribution assumption: employee only about $137,843 at 4% or $91,895 at 6%; with 50% employer match about $91,895 at 4% or $61,263 at 6%; with 100% employer match about $68,921 at 4% or $45,948 at 6%. |
| 2023 | 1 | 71 | $6,465,336 | $421,527 | $5,937iApproximate average salary by contribution assumption: employee only about $148,425 at 4% or $98,950 at 6%; with 50% employer match about $98,950 at 4% or $65,967 at 6%; with 100% employer match about $74,213 at 4% or $49,475 at 6%. |
| Cooper, Robertson & Partners Savings Investment & Retirement Plan | - | 71 | $6,465,336 | $421,527 | $5,937iApproximate average salary by contribution assumption: employee only about $148,425 at 4% or $98,950 at 6%; with 50% employer match about $98,950 at 4% or $65,967 at 6%; with 100% employer match about $74,213 at 4% or $49,475 at 6%. |
| 2022 | 1 | 68 | $5,466,822 | $310,170 | $4,561iApproximate average salary by contribution assumption: employee only about $114,033 at 4% or $76,022 at 6%; with 50% employer match about $76,022 at 4% or $50,681 at 6%; with 100% employer match about $57,017 at 4% or $38,011 at 6%. |
| Cooper, Robertson & Partners Savings Investment & Retirement Plan | - | 68 | $5,466,822 | $310,170 | $4,561iApproximate average salary by contribution assumption: employee only about $114,033 at 4% or $76,022 at 6%; with 50% employer match about $76,022 at 4% or $50,681 at 6%; with 100% employer match about $57,017 at 4% or $38,011 at 6%. |
| 2021 | 1 | 67 | $6,688,823 | $276,445 | $4,126iApproximate average salary by contribution assumption: employee only about $103,151 at 4% or $68,767 at 6%; with 50% employer match about $68,767 at 4% or $45,845 at 6%; with 100% employer match about $51,576 at 4% or $34,384 at 6%. |
| Cooper, Robertson & Partners Savings Investment & Retirement Plan | - | 67 | $6,688,823 | $276,445 | $4,126iApproximate average salary by contribution assumption: employee only about $103,151 at 4% or $68,767 at 6%; with 50% employer match about $68,767 at 4% or $45,845 at 6%; with 100% employer match about $51,576 at 4% or $34,384 at 6%. |
| 2020 | 1 | 70 | $6,007,051 | $298,742 | $4,268iApproximate average salary by contribution assumption: employee only about $106,694 at 4% or $71,129 at 6%; with 50% employer match about $71,129 at 4% or $47,419 at 6%; with 100% employer match about $53,347 at 4% or $35,565 at 6%. |
| Cooper, Robertson & Partners Savings Investment & Retirement Plan | - | 70 | $6,007,051 | $298,742 | $4,268iApproximate average salary by contribution assumption: employee only about $106,694 at 4% or $71,129 at 6%; with 50% employer match about $71,129 at 4% or $47,419 at 6%; with 100% employer match about $53,347 at 4% or $35,565 at 6%. |
| 2019 | 1 | 64 | $6,091,838 | $241,340 | $3,771iApproximate average salary by contribution assumption: employee only about $94,273 at 4% or $62,849 at 6%; with 50% employer match about $62,849 at 4% or $41,899 at 6%; with 100% employer match about $47,137 at 4% or $31,424 at 6%. |
| Cooper, Robertson & Partners Savings Investment & Retirement Plan | - | 64 | $6,091,838 | $241,340 | $3,771iApproximate average salary by contribution assumption: employee only about $94,273 at 4% or $62,849 at 6%; with 50% employer match about $62,849 at 4% or $41,899 at 6%; with 100% employer match about $47,137 at 4% or $31,424 at 6%. |
| 2018 | 1 | 60 | $5,262,551 | $207,109 | $3,452iApproximate average salary by contribution assumption: employee only about $86,295 at 4% or $57,530 at 6%; with 50% employer match about $57,530 at 4% or $38,354 at 6%; with 100% employer match about $43,148 at 4% or $28,765 at 6%. |
| Cooper, Robertson & Partners Savings Investment & Retirement Plan | - | 60 | $5,262,551 | $207,109 | $3,452iApproximate average salary by contribution assumption: employee only about $86,295 at 4% or $57,530 at 6%; with 50% employer match about $57,530 at 4% or $38,354 at 6%; with 100% employer match about $43,148 at 4% or $28,765 at 6%. |
| 2017 | 1 | 63 | $5,789,773 | $250,944 | $3,983iApproximate average salary by contribution assumption: employee only about $99,581 at 4% or $66,387 at 6%; with 50% employer match about $66,387 at 4% or $44,258 at 6%; with 100% employer match about $49,790 at 4% or $33,194 at 6%. |
| Cooper, Robertson & Partners Savings Investment & Retirement Plan | - | 63 | $5,789,773 | $250,944 | $3,983iApproximate average salary by contribution assumption: employee only about $99,581 at 4% or $66,387 at 6%; with 50% employer match about $66,387 at 4% or $44,258 at 6%; with 100% employer match about $49,790 at 4% or $33,194 at 6%. |
| 2016 | 1 | 70 | $7,240,154 | $304,372 | $4,348iApproximate average salary by contribution assumption: employee only about $108,704 at 4% or $72,470 at 6%; with 50% employer match about $72,470 at 4% or $48,313 at 6%; with 100% employer match about $54,352 at 4% or $36,235 at 6%. |
| Cooper, Robertson & Partners Savings Investment & Retirement Plan | - | 70 | $7,240,154 | $304,372 | $4,348iApproximate average salary by contribution assumption: employee only about $108,704 at 4% or $72,470 at 6%; with 50% employer match about $72,470 at 4% or $48,313 at 6%; with 100% employer match about $54,352 at 4% or $36,235 at 6%. |
| 2015 | 1 | 84 | $8,027,064 | $366,717 | $4,366iApproximate average salary by contribution assumption: employee only about $109,142 at 4% or $72,761 at 6%; with 50% employer match about $72,761 at 4% or $48,508 at 6%; with 100% employer match about $54,571 at 4% or $36,381 at 6%. |
| Cooper, Robertson & Partners Savings Investment & Retirement Plan | - | 84 | $8,027,064 | $366,717 | $4,366iApproximate average salary by contribution assumption: employee only about $109,142 at 4% or $72,761 at 6%; with 50% employer match about $72,761 at 4% or $48,508 at 6%; with 100% employer match about $54,571 at 4% or $36,381 at 6%. |
| 2014 | 1 | 39 | $8,048,257 | $427,866 | $10,971iApproximate average salary by contribution assumption: employee only about $274,273 at 4% or $182,849 at 6%; with 50% employer match about $182,849 at 4% or $121,899 at 6%; with 100% employer match about $137,137 at 4% or $91,424 at 6%. |
| Cooper, Robertson & Partners Savings Investment & Retirement Plan | - | 39 | $8,048,257 | $427,866 | $10,971iApproximate average salary by contribution assumption: employee only about $274,273 at 4% or $182,849 at 6%; with 50% employer match about $182,849 at 4% or $121,899 at 6%; with 100% employer match about $137,137 at 4% or $91,424 at 6%. |
| 2013 | 1 | 57 | $9,743,949 | $480,175 | $8,424iApproximate average salary by contribution assumption: employee only about $210,603 at 4% or $140,402 at 6%; with 50% employer match about $140,402 at 4% or $93,601 at 6%; with 100% employer match about $105,302 at 4% or $70,201 at 6%. |
| Cooper, Robertson & Partners Savings Investment & Retirement Plan | - | 57 | $9,743,949 | $480,175 | $8,424iApproximate average salary by contribution assumption: employee only about $210,603 at 4% or $140,402 at 6%; with 50% employer match about $140,402 at 4% or $93,601 at 6%; with 100% employer match about $105,302 at 4% or $70,201 at 6%. |
| 2012 | 1 | 55 | $7,900,791 | $504,410 | $9,171iApproximate average salary by contribution assumption: employee only about $229,277 at 4% or $152,852 at 6%; with 50% employer match about $152,852 at 4% or $101,901 at 6%; with 100% employer match about $114,639 at 4% or $76,426 at 6%. |
| Cooper, Robertson & Partners Savings Investment & Retirement Plan | - | 55 | $7,900,791 | $504,410 | $9,171iApproximate average salary by contribution assumption: employee only about $229,277 at 4% or $152,852 at 6%; with 50% employer match about $152,852 at 4% or $101,901 at 6%; with 100% employer match about $114,639 at 4% or $76,426 at 6%. |
| 2011 | 1 | 62 | $7,652,819 | $448,770 | $7,238iApproximate average salary by contribution assumption: employee only about $180,956 at 4% or $120,637 at 6%; with 50% employer match about $120,637 at 4% or $80,425 at 6%; with 100% employer match about $90,478 at 4% or $60,319 at 6%. |
| Cooper, Robertson & Partners Savings Investment & Retirement Plan | - | 62 | $7,652,819 | $448,770 | $7,238iApproximate average salary by contribution assumption: employee only about $180,956 at 4% or $120,637 at 6%; with 50% employer match about $120,637 at 4% or $80,425 at 6%; with 100% employer match about $90,478 at 4% or $60,319 at 6%. |
| 2010 | 1 | 55 | $7,994,263 | $419,027 | $7,619iApproximate average salary by contribution assumption: employee only about $190,467 at 4% or $126,978 at 6%; with 50% employer match about $126,978 at 4% or $84,652 at 6%; with 100% employer match about $95,233 at 4% or $63,489 at 6%. |
| Cooper, Robertson & Partners Savings Investment & Retirement Plan | - | 55 | $7,994,263 | $419,027 | $7,619iApproximate average salary by contribution assumption: employee only about $190,467 at 4% or $126,978 at 6%; with 50% employer match about $126,978 at 4% or $84,652 at 6%; with 100% employer match about $95,233 at 4% or $63,489 at 6%. |
| 2009 | 2 | 65 | $9,322,991 | $728,783 | $11,212iApproximate average salary by contribution assumption: employee only about $280,301 at 4% or $186,867 at 6%; with 50% employer match about $186,867 at 4% or $124,578 at 6%; with 100% employer match about $140,151 at 4% or $93,434 at 6%. |
| Cooper, Robertson & Partners Savings Investment & Retirement Plan | - | 65 | $9,322,991 | $728,783 | $11,212iApproximate average salary by contribution assumption: employee only about $280,301 at 4% or $186,867 at 6%; with 50% employer match about $186,867 at 4% or $124,578 at 6%; with 100% employer match about $140,151 at 4% or $93,434 at 6%. |
| Cooper Robertson & Partners Benefit Plan | - | 55 | - | - | - |
| 2008 | 2 | 104 | $7,777,411 | $1,188,209 | $11,425iApproximate average salary by contribution assumption: employee only about $285,627 at 4% or $190,418 at 6%; with 50% employer match about $190,418 at 4% or $126,945 at 6%; with 100% employer match about $142,814 at 4% or $95,209 at 6%. |
| Cooper, Robertson & Partners Savings Investment & Retirement Plan | - | 101 | $7,777,411 | $1,188,209 | $11,764iApproximate average salary by contribution assumption: employee only about $294,111 at 4% or $196,074 at 6%; with 50% employer match about $196,074 at 4% or $130,716 at 6%; with 100% employer match about $147,056 at 4% or $98,037 at 6%. |
| Cooper Robertson & Partners Benefit Plan | - | 104 | - | - | - |
| 2007 | 2 | 127 | $10,380,605 | $1,257,415 | $9,901iApproximate average salary by contribution assumption: employee only about $247,523 at 4% or $165,015 at 6%; with 50% employer match about $165,015 at 4% or $110,010 at 6%; with 100% employer match about $123,761 at 4% or $82,508 at 6%. |
| Cooper, Robertson & Partners Savings Investment & Retirement Plan | - | 108 | $10,380,605 | $1,257,415 | $11,643iApproximate average salary by contribution assumption: employee only about $291,068 at 4% or $194,046 at 6%; with 50% employer match about $194,046 at 4% or $129,364 at 6%; with 100% employer match about $145,534 at 4% or $97,023 at 6%. |
| Cooper Robertson & Partners Benefit Plan | - | 127 | - | - | - |
| 2006 | 2 | 124 | $8,743,504 | $1,228,059 | $9,904iApproximate average salary by contribution assumption: employee only about $247,593 at 4% or $165,062 at 6%; with 50% employer match about $165,062 at 4% or $110,041 at 6%; with 100% employer match about $123,796 at 4% or $82,531 at 6%. |
| Cooper, Robertson & Partners Savings Investment & Retirement Plan | - | 105 | $8,743,504 | $1,228,059 | $11,696iApproximate average salary by contribution assumption: employee only about $292,395 at 4% or $194,930 at 6%; with 50% employer match about $194,930 at 4% or $129,953 at 6%; with 100% employer match about $146,198 at 4% or $97,465 at 6%. |
| Cooper Robertson & Partners Benefit Plan | - | 124 | - | - | - |
| 2005 | 1 | 95 | $6,753,436 | $899,098 | $9,464iApproximate average salary by contribution assumption: employee only about $236,605 at 4% or $157,736 at 6%; with 50% employer match about $157,736 at 4% or $105,158 at 6%; with 100% employer match about $118,302 at 4% or $78,868 at 6%. |
| Cooper, Robertson & Partners Savings Investment & Retirement Plan | - | 95 | $6,753,436 | $899,098 | $9,464iApproximate average salary by contribution assumption: employee only about $236,605 at 4% or $157,736 at 6%; with 50% employer match about $157,736 at 4% or $105,158 at 6%; with 100% employer match about $118,302 at 4% or $78,868 at 6%. |
| 2004 | 1 | 80 | $5,589,840 | $794,259 | $9,928iApproximate average salary by contribution assumption: employee only about $248,206 at 4% or $165,471 at 6%; with 50% employer match about $165,471 at 4% or $110,314 at 6%; with 100% employer match about $124,103 at 4% or $82,735 at 6%. |
| Cooper, Robertson & Partners Savings Investment & Retirement Plan | - | 80 | $5,589,840 | $794,259 | $9,928iApproximate average salary by contribution assumption: employee only about $248,206 at 4% or $165,471 at 6%; with 50% employer match about $165,471 at 4% or $110,314 at 6%; with 100% employer match about $124,103 at 4% or $82,735 at 6%. |
| 2003 | 1 | 74 | $4,489,220 | $680,560 | $9,197iApproximate average salary by contribution assumption: employee only about $229,919 at 4% or $153,279 at 6%; with 50% employer match about $153,279 at 4% or $102,186 at 6%; with 100% employer match about $114,959 at 4% or $76,640 at 6%. |
| Cooper, Robertson & Partners Savings Investment & Retirement Plan | - | 74 | $4,489,220 | $680,560 | $9,197iApproximate average salary by contribution assumption: employee only about $229,919 at 4% or $153,279 at 6%; with 50% employer match about $153,279 at 4% or $102,186 at 6%; with 100% employer match about $114,959 at 4% or $76,640 at 6%. |
| 2002 | 1 | 82 | $0 | $0 | - |
| Cooper, Robertson & Partners Savings Investment & Retirement Plan | - | 82 | - | - | - |
| 2001 | 1 | 71 | $3,478,334 | $544,328 | $7,667iApproximate average salary by contribution assumption: employee only about $191,665 at 4% or $127,777 at 6%; with 50% employer match about $127,777 at 4% or $85,184 at 6%; with 100% employer match about $95,832 at 4% or $63,888 at 6%. |
| Cooper, Robertson & Partners Savings Investment & Retirement Plan | - | 71 | $3,478,334 | $544,328 | $7,667iApproximate average salary by contribution assumption: employee only about $191,665 at 4% or $127,777 at 6%; with 50% employer match about $127,777 at 4% or $85,184 at 6%; with 100% employer match about $95,832 at 4% or $63,888 at 6%. |
| 1999 | 1 | 63 | $3,839,862 | $414,425 | $6,578iApproximate average salary by contribution assumption: employee only about $164,454 at 4% or $109,636 at 6%; with 50% employer match about $109,636 at 4% or $73,091 at 6%; with 100% employer match about $82,227 at 4% or $54,818 at 6%. |
| Cooper, Robertson & Partners Savings Investment & Retirement Plan | - | 63 | $3,839,862 | $414,425 | $6,578iApproximate average salary by contribution assumption: employee only about $164,454 at 4% or $109,636 at 6%; with 50% employer match about $109,636 at 4% or $73,091 at 6%; with 100% employer match about $82,227 at 4% or $54,818 at 6%. |