Civic Intelligence

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

55 Hudson YardsC/O Milbank LlpNew York, NY 10001
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

$7,687,891$3,843,946$0200020132025YearValue
$7,687,891Latest year 2025

Participants Over Time

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

21110200020132025YearValue
7Latest 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
202517$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%.
202415$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%.
202317$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%.
2022112$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%.
2021114$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%.
2020112$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%.
2019117$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%.
2018116$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%.
2017116$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%.
2016121$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%.
2015120$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%.
2014117$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%.
2013115$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%.
2012113$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%.
2011113$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%.
2010114$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%.
2009117$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%.
2008213$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-
2007213$0$0-
The F.B. Heron Foundation Money Purchase Pension Plan-12---
THE F.B. HERON FOUNDATION 401K SAVINGS PLAN-13---
2006211$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%.
2005212$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%.
2004212$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%.
2003214$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%.
2002212$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%.
200128$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---
200058$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---