F.B. Heron Foundation
Plan context: The F B Heron Foundation 401(K) Savings Plan
EIN 13-3647019 • New York, NY • 38 filings • 13 plans
Current Snapshot
Latest Year
2025
2025 Participants
7
2025 Assets
$7,687,891
2025 Contributions
$213,010
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 | 7 | $7,687,891 | $213,010 | $30,430iApproximate average salary by contribution assumption: employee only about $760,750 at 4% or $507,167 at 6%; with 50% employer match about $507,167 at 4% or $338,111 at 6%; with 100% employer match about $380,375 at 4% or $253,583 at 6%. |
| The F B Heron Foundation 401(K) Savings Plan | - | 7 | $7,687,891 | $213,010 | $30,430iApproximate average salary by contribution assumption: employee only about $760,750 at 4% or $507,167 at 6%; with 50% employer match about $507,167 at 4% or $338,111 at 6%; with 100% employer match about $380,375 at 4% or $253,583 at 6%. |
| 2024 | 1 | 5 | $6,774,990 | $283,590 | $56,718iApproximate average salary by contribution assumption: employee only about $1,417,950 at 4% or $945,300 at 6%; with 50% employer match about $945,300 at 4% or $630,200 at 6%; with 100% employer match about $708,975 at 4% or $472,650 at 6%. |
| The F B Heron Foundation 401(K) Savings Plan | - | 5 | $6,774,990 | $283,590 | $56,718iApproximate average salary by contribution assumption: employee only about $1,417,950 at 4% or $945,300 at 6%; with 50% employer match about $945,300 at 4% or $630,200 at 6%; with 100% employer match about $708,975 at 4% or $472,650 at 6%. |
| 2023 | 1 | 7 | $6,315,870 | $385,556 | $55,079iApproximate average salary by contribution assumption: employee only about $1,376,986 at 4% or $917,990 at 6%; with 50% employer match about $917,990 at 4% or $611,994 at 6%; with 100% employer match about $688,493 at 4% or $458,995 at 6%. |
| The F B Heron Foundation 401(K) Savings Plan | - | 7 | $6,315,870 | $385,556 | $55,079iApproximate average salary by contribution assumption: employee only about $1,376,986 at 4% or $917,990 at 6%; with 50% employer match about $917,990 at 4% or $611,994 at 6%; with 100% employer match about $688,493 at 4% or $458,995 at 6%. |
| 2022 | 1 | 12 | $5,159,354 | $1,384,084 | $115,340iApproximate average salary by contribution assumption: employee only about $2,883,508 at 4% or $1,922,339 at 6%; with 50% employer match about $1,922,339 at 4% or $1,281,559 at 6%; with 100% employer match about $1,441,754 at 4% or $961,169 at 6%. |
| The F B Heron Foundation 401(K) Savings Plan | - | 12 | $5,159,354 | $1,384,084 | $115,340iApproximate average salary by contribution assumption: employee only about $2,883,508 at 4% or $1,922,339 at 6%; with 50% employer match about $1,922,339 at 4% or $1,281,559 at 6%; with 100% employer match about $1,441,754 at 4% or $961,169 at 6%. |
| 2021 | 1 | 14 | $5,497,943 | $643,805 | $45,986iApproximate average salary by contribution assumption: employee only about $1,149,652 at 4% or $766,435 at 6%; with 50% employer match about $766,435 at 4% or $510,956 at 6%; with 100% employer match about $574,826 at 4% or $383,217 at 6%. |
| The F B Heron Foundation 401(K) Savings Plan | - | 14 | $5,497,943 | $643,805 | $45,986iApproximate average salary by contribution assumption: employee only about $1,149,652 at 4% or $766,435 at 6%; with 50% employer match about $766,435 at 4% or $510,956 at 6%; with 100% employer match about $574,826 at 4% or $383,217 at 6%. |
| 2020 | 1 | 12 | $5,890,287 | $565,810 | $47,151iApproximate average salary by contribution assumption: employee only about $1,178,771 at 4% or $785,847 at 6%; with 50% employer match about $785,847 at 4% or $523,898 at 6%; with 100% employer match about $589,385 at 4% or $392,924 at 6%. |
| The F B Heron Foundation 401(K) Savings Plan | - | 12 | $5,890,287 | $565,810 | $47,151iApproximate average salary by contribution assumption: employee only about $1,178,771 at 4% or $785,847 at 6%; with 50% employer match about $785,847 at 4% or $523,898 at 6%; with 100% employer match about $589,385 at 4% or $392,924 at 6%. |
| 2019 | 1 | 17 | $4,631,522 | $462,041 | $27,179iApproximate average salary by contribution assumption: employee only about $679,472 at 4% or $452,981 at 6%; with 50% employer match about $452,981 at 4% or $301,988 at 6%; with 100% employer match about $339,736 at 4% or $226,491 at 6%. |
| The F B Heron Foundation 401(K) Savings Plan | - | 17 | $4,631,522 | $462,041 | $27,179iApproximate average salary by contribution assumption: employee only about $679,472 at 4% or $452,981 at 6%; with 50% employer match about $452,981 at 4% or $301,988 at 6%; with 100% employer match about $339,736 at 4% or $226,491 at 6%. |
| 2018 | 1 | 16 | $3,688,576 | $496,189 | $31,012iApproximate average salary by contribution assumption: employee only about $775,295 at 4% or $516,864 at 6%; with 50% employer match about $516,864 at 4% or $344,576 at 6%; with 100% employer match about $387,648 at 4% or $258,432 at 6%. |
| The F B Heron Foundation 401(K) Savings Plan | - | 16 | $3,688,576 | $496,189 | $31,012iApproximate average salary by contribution assumption: employee only about $775,295 at 4% or $516,864 at 6%; with 50% employer match about $516,864 at 4% or $344,576 at 6%; with 100% employer match about $387,648 at 4% or $258,432 at 6%. |
| 2017 | 1 | 16 | $3,728,266 | $448,733 | $28,046iApproximate average salary by contribution assumption: employee only about $701,145 at 4% or $467,430 at 6%; with 50% employer match about $467,430 at 4% or $311,620 at 6%; with 100% employer match about $350,573 at 4% or $233,715 at 6%. |
| The F B Heron Foundation 401(K) Savings Plan | - | 16 | $3,728,266 | $448,733 | $28,046iApproximate average salary by contribution assumption: employee only about $701,145 at 4% or $467,430 at 6%; with 50% employer match about $467,430 at 4% or $311,620 at 6%; with 100% employer match about $350,573 at 4% or $233,715 at 6%. |
| 2016 | 1 | 21 | $3,189,213 | $474,935 | $22,616iApproximate average salary by contribution assumption: employee only about $565,399 at 4% or $376,933 at 6%; with 50% employer match about $376,933 at 4% or $251,288 at 6%; with 100% employer match about $282,699 at 4% or $188,466 at 6%. |
| The F B Heron Foundation 401(K) Savings Plan | - | 21 | $3,189,213 | $474,935 | $22,616iApproximate average salary by contribution assumption: employee only about $565,399 at 4% or $376,933 at 6%; with 50% employer match about $376,933 at 4% or $251,288 at 6%; with 100% employer match about $282,699 at 4% or $188,466 at 6%. |
| 2015 | 1 | 20 | $2,574,661 | $424,783 | $21,239iApproximate average salary by contribution assumption: employee only about $530,979 at 4% or $353,986 at 6%; with 50% employer match about $353,986 at 4% or $235,991 at 6%; with 100% employer match about $265,489 at 4% or $176,993 at 6%. |
| The F B Heron Foundation 401(K) Savings Plan | - | 20 | $2,574,661 | $424,783 | $21,239iApproximate average salary by contribution assumption: employee only about $530,979 at 4% or $353,986 at 6%; with 50% employer match about $353,986 at 4% or $235,991 at 6%; with 100% employer match about $265,489 at 4% or $176,993 at 6%. |
| 2014 | 1 | 17 | $2,218,077 | $389,657 | $22,921iApproximate average salary by contribution assumption: employee only about $573,025 at 4% or $382,017 at 6%; with 50% employer match about $382,017 at 4% or $254,678 at 6%; with 100% employer match about $286,513 at 4% or $191,008 at 6%. |
| The F B Heron Foundation 401(K) Savings Plan | - | 17 | $2,218,077 | $389,657 | $22,921iApproximate average salary by contribution assumption: employee only about $573,025 at 4% or $382,017 at 6%; with 50% employer match about $382,017 at 4% or $254,678 at 6%; with 100% employer match about $286,513 at 4% or $191,008 at 6%. |
| 2013 | 1 | 15 | $2,319,675 | $355,722 | $23,715iApproximate average salary by contribution assumption: employee only about $592,870 at 4% or $395,247 at 6%; with 50% employer match about $395,247 at 4% or $263,498 at 6%; with 100% employer match about $296,435 at 4% or $197,623 at 6%. |
| The F B Heron Foundation 401(K) Savings Plan | - | 15 | $2,319,675 | $355,722 | $23,715iApproximate average salary by contribution assumption: employee only about $592,870 at 4% or $395,247 at 6%; with 50% employer match about $395,247 at 4% or $263,498 at 6%; with 100% employer match about $296,435 at 4% or $197,623 at 6%. |
| 2012 | 1 | 13 | $2,297,575 | $271,033 | $20,849iApproximate average salary by contribution assumption: employee only about $521,217 at 4% or $347,478 at 6%; with 50% employer match about $347,478 at 4% or $231,652 at 6%; with 100% employer match about $260,609 at 4% or $173,739 at 6%. |
| The F B Heron Foundation 401(K) Savings Plan | - | 13 | $2,297,575 | $271,033 | $20,849iApproximate average salary by contribution assumption: employee only about $521,217 at 4% or $347,478 at 6%; with 50% employer match about $347,478 at 4% or $231,652 at 6%; with 100% employer match about $260,609 at 4% or $173,739 at 6%. |
| 2011 | 1 | 13 | $2,532,143 | $320,833 | $24,679iApproximate average salary by contribution assumption: employee only about $616,987 at 4% or $411,324 at 6%; with 50% employer match about $411,324 at 4% or $274,216 at 6%; with 100% employer match about $308,493 at 4% or $205,662 at 6%. |
| The F B Heron Foundation 401(K) Savings Plan | - | 13 | $2,532,143 | $320,833 | $24,679iApproximate average salary by contribution assumption: employee only about $616,987 at 4% or $411,324 at 6%; with 50% employer match about $411,324 at 4% or $274,216 at 6%; with 100% employer match about $308,493 at 4% or $205,662 at 6%. |
| 2010 | 1 | 14 | $3,106,224 | $279,488 | $19,963iApproximate average salary by contribution assumption: employee only about $499,086 at 4% or $332,724 at 6%; with 50% employer match about $332,724 at 4% or $221,816 at 6%; with 100% employer match about $249,543 at 4% or $166,362 at 6%. |
| The F B Heron Foundation 401(K) Savings Plan | - | 14 | $3,106,224 | $279,488 | $19,963iApproximate average salary by contribution assumption: employee only about $499,086 at 4% or $332,724 at 6%; with 50% employer match about $332,724 at 4% or $221,816 at 6%; with 100% employer match about $249,543 at 4% or $166,362 at 6%. |
| 2009 | 1 | 17 | $2,536,482 | $367,549 | $21,621iApproximate average salary by contribution assumption: employee only about $540,513 at 4% or $360,342 at 6%; with 50% employer match about $360,342 at 4% or $240,228 at 6%; with 100% employer match about $270,257 at 4% or $180,171 at 6%. |
| THE F.B. HERON FOUNDATION 401(K) SAVINGS PLAN | - | 17 | $2,536,482 | $367,549 | $21,621iApproximate average salary by contribution assumption: employee only about $540,513 at 4% or $360,342 at 6%; with 50% employer match about $360,342 at 4% or $240,228 at 6%; with 100% employer match about $270,257 at 4% or $180,171 at 6%. |
| 2008 | 2 | 13 | $2,118,690 | $364,058 | $28,004iApproximate average salary by contribution assumption: employee only about $700,112 at 4% or $466,741 at 6%; with 50% employer match about $466,741 at 4% or $311,161 at 6%; with 100% employer match about $350,056 at 4% or $233,371 at 6%. |
| THE F.B. HERON FOUNDATION 401K SAVINGS PLAN | - | 13 | $2,118,690 | $305,959 | $23,535iApproximate average salary by contribution assumption: employee only about $588,383 at 4% or $392,255 at 6%; with 50% employer match about $392,255 at 4% or $261,503 at 6%; with 100% employer match about $294,191 at 4% or $196,128 at 6%. |
| The F.B. Heron Foundation Money Purchase Pension Plan | - | 0 | - | $58,099 | - |
| 2007 | 2 | 13 | $0 | $0 | - |
| The F.B. Heron Foundation Money Purchase Pension Plan | - | 12 | - | - | - |
| THE F.B. HERON FOUNDATION 401K SAVINGS PLAN | - | 13 | - | - | - |
| 2006 | 2 | 11 | $1,973,147 | $322,598 | $29,327iApproximate average salary by contribution assumption: employee only about $733,177 at 4% or $488,785 at 6%; with 50% employer match about $488,785 at 4% or $325,857 at 6%; with 100% employer match about $366,589 at 4% or $244,392 at 6%. |
| The F.B. Heron Foundation Money Purchase Pension Plan | - | 11 | $1,064,902 | $153,816 | $13,983iApproximate average salary by contribution assumption: employee only about $349,582 at 4% or $233,055 at 6%; with 50% employer match about $233,055 at 4% or $155,370 at 6%; with 100% employer match about $174,791 at 4% or $116,527 at 6%. |
| The F B Heron Foundation 401(K) Savings Plan | - | 11 | $908,245 | $168,782 | $15,344iApproximate average salary by contribution assumption: employee only about $383,595 at 4% or $255,730 at 6%; with 50% employer match about $255,730 at 4% or $170,487 at 6%; with 100% employer match about $191,798 at 4% or $127,865 at 6%. |
| 2005 | 2 | 12 | $1,448,826 | $315,337 | $26,278iApproximate average salary by contribution assumption: employee only about $656,952 at 4% or $437,968 at 6%; with 50% employer match about $437,968 at 4% or $291,979 at 6%; with 100% employer match about $328,476 at 4% or $218,984 at 6%. |
| The F.B. Heron Foundation Money Purchase Pension Plan | - | 11 | $776,251 | $147,672 | $13,425iApproximate average salary by contribution assumption: employee only about $335,618 at 4% or $223,745 at 6%; with 50% employer match about $223,745 at 4% or $149,164 at 6%; with 100% employer match about $167,809 at 4% or $111,873 at 6%. |
| The F B Heron Foundation 401(K) Savings Plan | - | 12 | $672,575 | $167,665 | $13,972iApproximate average salary by contribution assumption: employee only about $349,302 at 4% or $232,868 at 6%; with 50% employer match about $232,868 at 4% or $155,245 at 6%; with 100% employer match about $174,651 at 4% or $116,434 at 6%. |
| 2004 | 2 | 12 | $1,061,643 | $291,426 | $24,286iApproximate average salary by contribution assumption: employee only about $607,138 at 4% or $404,758 at 6%; with 50% employer match about $404,758 at 4% or $269,839 at 6%; with 100% employer match about $303,569 at 4% or $202,379 at 6%. |
| The F.B. Heron Foundation Money Purchase Pension Plan | - | 12 | $581,688 | $143,436 | $11,953iApproximate average salary by contribution assumption: employee only about $298,825 at 4% or $199,217 at 6%; with 50% employer match about $199,217 at 4% or $132,811 at 6%; with 100% employer match about $149,413 at 4% or $99,608 at 6%. |
| The F B Heron Foundation 401(K) Savings Plan | - | 12 | $479,955 | $147,990 | $12,333iApproximate average salary by contribution assumption: employee only about $308,313 at 4% or $205,542 at 6%; with 50% employer match about $205,542 at 4% or $137,028 at 6%; with 100% employer match about $154,156 at 4% or $102,771 at 6%. |
| 2003 | 2 | 14 | $768,857 | $270,393 | $19,314iApproximate average salary by contribution assumption: employee only about $482,845 at 4% or $321,896 at 6%; with 50% employer match about $321,896 at 4% or $214,598 at 6%; with 100% employer match about $241,422 at 4% or $160,948 at 6%. |
| The F.B. Heron Foundation Money Purchase Pension Plan | - | 13 | $422,079 | $137,033 | $10,541iApproximate average salary by contribution assumption: employee only about $263,525 at 4% or $175,683 at 6%; with 50% employer match about $175,683 at 4% or $117,122 at 6%; with 100% employer match about $131,763 at 4% or $87,842 at 6%. |
| The F B Heron Foundation 401(K) Savings Plan | - | 14 | $346,778 | $133,360 | $9,526iApproximate average salary by contribution assumption: employee only about $238,143 at 4% or $158,762 at 6%; with 50% employer match about $158,762 at 4% or $105,841 at 6%; with 100% employer match about $119,071 at 4% or $79,381 at 6%. |
| 2002 | 2 | 12 | $408,356 | $208,232 | $17,353iApproximate average salary by contribution assumption: employee only about $433,817 at 4% or $289,211 at 6%; with 50% employer match about $289,211 at 4% or $192,807 at 6%; with 100% employer match about $216,908 at 4% or $144,606 at 6%. |
| The F.B. Heron Foundation Money Purchase Pension Plan | - | 12 | $215,208 | $111,514 | $9,293iApproximate average salary by contribution assumption: employee only about $232,321 at 4% or $154,881 at 6%; with 50% employer match about $154,881 at 4% or $103,254 at 6%; with 100% employer match about $116,160 at 4% or $77,440 at 6%. |
| The F B Heron Foundation 401(K) Savings Plan | - | 12 | $193,148 | $96,718 | $8,060iApproximate average salary by contribution assumption: employee only about $201,496 at 4% or $134,331 at 6%; with 50% employer match about $134,331 at 4% or $89,554 at 6%; with 100% employer match about $100,748 at 4% or $67,165 at 6%. |
| 2001 | 2 | 8 | $125,599 | $83,862 | $10,483iApproximate average salary by contribution assumption: employee only about $262,069 at 4% or $174,713 at 6%; with 50% employer match about $174,713 at 4% or $116,475 at 6%; with 100% employer match about $131,034 at 4% or $87,356 at 6%. |
| The F.B. Heron Foundation Money Purchase Pension Plan | - | 8 | $125,599 | $83,862 | $10,483iApproximate average salary by contribution assumption: employee only about $262,069 at 4% or $174,713 at 6%; with 50% employer match about $174,713 at 4% or $116,475 at 6%; with 100% employer match about $131,034 at 4% or $87,356 at 6%. |
| The F B Heron Foundation 401(K) Savings Plan | - | 8 | - | - | - |
| 2000 | 5 | 8 | $54,142 | $53,711 | $6,714iApproximate average salary by contribution assumption: employee only about $167,847 at 4% or $111,898 at 6%; with 50% employer match about $111,898 at 4% or $74,599 at 6%; with 100% employer match about $83,923 at 4% or $55,949 at 6%. |
| The F B Heron Foundation 401(K) Savings Plan | - | 8 | $54,142 | $53,711 | $6,714iApproximate average salary by contribution assumption: employee only about $167,847 at 4% or $111,898 at 6%; with 50% employer match about $111,898 at 4% or $74,599 at 6%; with 100% employer match about $83,923 at 4% or $55,949 at 6%. |
| The F.B. Heron Foundation Money Purchase Pension Plan | - | 8 | - | - | - |
| The F.B. Heron Foundation Money Purchase Pension Plan | - | 8 | - | - | - |
| The F.B. Heron Foundation Money Purchase Pension Plan | - | 8 | - | - | - |
| The F.B. Heron Foundation Money Purchase Pension Plan | - | 0 | - | - | - |