The Surdna Foundation Inc.
Plan context: The Surdna Foundation Inc. Employees Pension Plan
EIN 13-6108163 • New York, NY • 38 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
59
2024 Assets
$14,758,805
2024 Contributions
$918,838
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 59 | $14,758,805 | $918,838 | $15,574iApproximate average salary by contribution assumption: employee only about $389,338 at 4% or $259,559 at 6%; with 50% employer match about $259,559 at 4% or $173,039 at 6%; with 100% employer match about $194,669 at 4% or $129,779 at 6%. |
| The Surdna Foundation Inc. Employees Pension Plan | - | 59 | $14,758,805 | $918,838 | $15,574iApproximate average salary by contribution assumption: employee only about $389,338 at 4% or $259,559 at 6%; with 50% employer match about $259,559 at 4% or $173,039 at 6%; with 100% employer match about $194,669 at 4% or $129,779 at 6%. |
| 2023 | 1 | 64 | $13,063,520 | $820,144 | $12,815iApproximate average salary by contribution assumption: employee only about $320,369 at 4% or $213,579 at 6%; with 50% employer match about $213,579 at 4% or $142,386 at 6%; with 100% employer match about $160,184 at 4% or $106,790 at 6%. |
| The Surdna Foundation Inc. Employees Pension Plan | - | 64 | $13,063,520 | $820,144 | $12,815iApproximate average salary by contribution assumption: employee only about $320,369 at 4% or $213,579 at 6%; with 50% employer match about $213,579 at 4% or $142,386 at 6%; with 100% employer match about $160,184 at 4% or $106,790 at 6%. |
| 2022 | 1 | 62 | $11,449,946 | $858,976 | $13,854iApproximate average salary by contribution assumption: employee only about $346,361 at 4% or $230,908 at 6%; with 50% employer match about $230,908 at 4% or $153,938 at 6%; with 100% employer match about $173,181 at 4% or $115,454 at 6%. |
| The Surdna Foundation Inc. Employees Pension Plan | - | 62 | $11,449,946 | $858,976 | $13,854iApproximate average salary by contribution assumption: employee only about $346,361 at 4% or $230,908 at 6%; with 50% employer match about $230,908 at 4% or $153,938 at 6%; with 100% employer match about $173,181 at 4% or $115,454 at 6%. |
| 2021 | 1 | 64 | $9,888,427 | $826,241 | $12,910iApproximate average salary by contribution assumption: employee only about $322,750 at 4% or $215,167 at 6%; with 50% employer match about $215,167 at 4% or $143,445 at 6%; with 100% employer match about $161,375 at 4% or $107,583 at 6%. |
| The Surdna Foundation Inc. Employees Pension Plan | - | 64 | $9,888,427 | $826,241 | $12,910iApproximate average salary by contribution assumption: employee only about $322,750 at 4% or $215,167 at 6%; with 50% employer match about $215,167 at 4% or $143,445 at 6%; with 100% employer match about $161,375 at 4% or $107,583 at 6%. |
| 2020 | 1 | 63 | $11,330,907 | $635,535 | $10,088iApproximate average salary by contribution assumption: employee only about $252,196 at 4% or $168,131 at 6%; with 50% employer match about $168,131 at 4% or $112,087 at 6%; with 100% employer match about $126,098 at 4% or $84,065 at 6%. |
| The Surdna Foundation Inc. Employees Pension Plan | - | 63 | $11,330,907 | $635,535 | $10,088iApproximate average salary by contribution assumption: employee only about $252,196 at 4% or $168,131 at 6%; with 50% employer match about $168,131 at 4% or $112,087 at 6%; with 100% employer match about $126,098 at 4% or $84,065 at 6%. |
| 2019 | 1 | 74 | $9,942,958 | $617,219 | $8,341iApproximate average salary by contribution assumption: employee only about $208,520 at 4% or $139,013 at 6%; with 50% employer match about $139,013 at 4% or $92,676 at 6%; with 100% employer match about $104,260 at 4% or $69,507 at 6%. |
| The Surdna Foundation Inc. Employees Pension Plan | - | 74 | $9,942,958 | $617,219 | $8,341iApproximate average salary by contribution assumption: employee only about $208,520 at 4% or $139,013 at 6%; with 50% employer match about $139,013 at 4% or $92,676 at 6%; with 100% employer match about $104,260 at 4% or $69,507 at 6%. |
| 2018 | 1 | 70 | $9,351,079 | $555,451 | $7,935iApproximate average salary by contribution assumption: employee only about $198,375 at 4% or $132,250 at 6%; with 50% employer match about $132,250 at 4% or $88,167 at 6%; with 100% employer match about $99,188 at 4% or $66,125 at 6%. |
| The Surdna Foundation Inc. Employees Pension Plan | - | 70 | $9,351,079 | $555,451 | $7,935iApproximate average salary by contribution assumption: employee only about $198,375 at 4% or $132,250 at 6%; with 50% employer match about $132,250 at 4% or $88,167 at 6%; with 100% employer match about $99,188 at 4% or $66,125 at 6%. |
| 2017 | 1 | 63 | $9,175,082 | $654,720 | $10,392iApproximate average salary by contribution assumption: employee only about $259,810 at 4% or $173,206 at 6%; with 50% employer match about $173,206 at 4% or $115,471 at 6%; with 100% employer match about $129,905 at 4% or $86,603 at 6%. |
| The Surdna Foundation Inc. Employees Pension Plan | - | 63 | $9,175,082 | $654,720 | $10,392iApproximate average salary by contribution assumption: employee only about $259,810 at 4% or $173,206 at 6%; with 50% employer match about $173,206 at 4% or $115,471 at 6%; with 100% employer match about $129,905 at 4% or $86,603 at 6%. |
| 2016 | 1 | 60 | $8,339,621 | $623,196 | $10,387iApproximate average salary by contribution assumption: employee only about $259,665 at 4% or $173,110 at 6%; with 50% employer match about $173,110 at 4% or $115,407 at 6%; with 100% employer match about $129,833 at 4% or $86,555 at 6%. |
| The Surdna Foundation Inc. Employees Pension Plan | - | 60 | $8,339,621 | $623,196 | $10,387iApproximate average salary by contribution assumption: employee only about $259,665 at 4% or $173,110 at 6%; with 50% employer match about $173,110 at 4% or $115,407 at 6%; with 100% employer match about $129,833 at 4% or $86,555 at 6%. |
| 2015 | 1 | 59 | $7,004,096 | $548,624 | $9,299iApproximate average salary by contribution assumption: employee only about $232,468 at 4% or $154,979 at 6%; with 50% employer match about $154,979 at 4% or $103,319 at 6%; with 100% employer match about $116,234 at 4% or $77,489 at 6%. |
| The Surdna Foundation Inc. Employees Pension Plan | - | 59 | $7,004,096 | $548,624 | $9,299iApproximate average salary by contribution assumption: employee only about $232,468 at 4% or $154,979 at 6%; with 50% employer match about $154,979 at 4% or $103,319 at 6%; with 100% employer match about $116,234 at 4% or $77,489 at 6%. |
| 2014 | 1 | 52 | $6,537,823 | $529,119 | $10,175iApproximate average salary by contribution assumption: employee only about $254,384 at 4% or $169,589 at 6%; with 50% employer match about $169,589 at 4% or $113,060 at 6%; with 100% employer match about $127,192 at 4% or $84,795 at 6%. |
| The Surdna Foundation Inc. Employees Pension Plan | - | 52 | $6,537,823 | $529,119 | $10,175iApproximate average salary by contribution assumption: employee only about $254,384 at 4% or $169,589 at 6%; with 50% employer match about $169,589 at 4% or $113,060 at 6%; with 100% employer match about $127,192 at 4% or $84,795 at 6%. |
| 2013 | 1 | 50 | $6,128,154 | $798,302 | $15,966iApproximate average salary by contribution assumption: employee only about $399,151 at 4% or $266,101 at 6%; with 50% employer match about $266,101 at 4% or $177,400 at 6%; with 100% employer match about $199,576 at 4% or $133,050 at 6%. |
| The Surdna Foundation Inc. Employees Pension Plan | - | 50 | $6,128,154 | $798,302 | $15,966iApproximate average salary by contribution assumption: employee only about $399,151 at 4% or $266,101 at 6%; with 50% employer match about $266,101 at 4% or $177,400 at 6%; with 100% employer match about $199,576 at 4% or $133,050 at 6%. |
| 2012 | 1 | 48 | $7,240,349 | $463,874 | $9,664iApproximate average salary by contribution assumption: employee only about $241,601 at 4% or $161,067 at 6%; with 50% employer match about $161,067 at 4% or $107,378 at 6%; with 100% employer match about $120,801 at 4% or $80,534 at 6%. |
| The Surdna Foundation Inc. Employees Pension Plan | - | 48 | $7,240,349 | $463,874 | $9,664iApproximate average salary by contribution assumption: employee only about $241,601 at 4% or $161,067 at 6%; with 50% employer match about $161,067 at 4% or $107,378 at 6%; with 100% employer match about $120,801 at 4% or $80,534 at 6%. |
| 2011 | 2 | 48 | $6,377,136 | $3,256,111 | $67,836iApproximate average salary by contribution assumption: employee only about $1,695,891 at 4% or $1,130,594 at 6%; with 50% employer match about $1,130,594 at 4% or $753,729 at 6%; with 100% employer match about $847,946 at 4% or $565,297 at 6%. |
| The Surdna Foundation Inc. Employees Pension Plan | - | 48 | $6,377,136 | $3,157,405 | $65,779iApproximate average salary by contribution assumption: employee only about $1,644,482 at 4% or $1,096,321 at 6%; with 50% employer match about $1,096,321 at 4% or $730,881 at 6%; with 100% employer match about $822,241 at 4% or $548,161 at 6%. |
| The Surdna Foundation Inc. Tax Sheltered Annuity Plan | - | 0 | $0 | $98,706 | - |
| 2010 | 2 | 53 | $6,328,502 | $730,525 | $13,783iApproximate average salary by contribution assumption: employee only about $344,587 at 4% or $229,725 at 6%; with 50% employer match about $229,725 at 4% or $153,150 at 6%; with 100% employer match about $172,294 at 4% or $114,862 at 6%. |
| The Surdna Foundation Inc. Employees Pension Plan | - | 40 | $3,269,484 | $500,206 | $12,505iApproximate average salary by contribution assumption: employee only about $312,629 at 4% or $208,419 at 6%; with 50% employer match about $208,419 at 4% or $138,946 at 6%; with 100% employer match about $156,314 at 4% or $104,210 at 6%. |
| The Surdna Foundation Inc. Tax Sheltered Annuity Plan | - | 53 | $3,059,018 | $230,319 | $4,346iApproximate average salary by contribution assumption: employee only about $108,641 at 4% or $72,427 at 6%; with 50% employer match about $72,427 at 4% or $48,285 at 6%; with 100% employer match about $54,321 at 4% or $36,214 at 6%. |
| 2009 | 2 | 55 | $5,224,339 | $686,633 | $12,484iApproximate average salary by contribution assumption: employee only about $312,106 at 4% or $208,071 at 6%; with 50% employer match about $208,071 at 4% or $138,714 at 6%; with 100% employer match about $156,053 at 4% or $104,035 at 6%. |
| The Surdna Foundation Inc. Employees Pension Plan | - | 41 | $2,630,775 | $422,660 | $10,309iApproximate average salary by contribution assumption: employee only about $257,720 at 4% or $171,813 at 6%; with 50% employer match about $171,813 at 4% or $114,542 at 6%; with 100% employer match about $128,860 at 4% or $85,907 at 6%. |
| The Surdna Foundation Inc. Tax Sheltered Annuity Plan | - | 55 | $2,593,564 | $263,973 | $4,800iApproximate average salary by contribution assumption: employee only about $119,988 at 4% or $79,992 at 6%; with 50% employer match about $79,992 at 4% or $53,328 at 6%; with 100% employer match about $59,994 at 4% or $39,996 at 6%. |
| 2008 | 2 | 22 | $0 | $0 | - |
| The Surdna Foundation Inc. Employees Pension Plan | - | 22 | - | - | - |
| The Surdna Foundation Inc. Tax Sheltered Annuity Plan | - | 0 | - | - | - |
| 2007 | 2 | 20 | $0 | $0 | - |
| The Surdna Foundation Inc. Employees Pension Plan | - | 20 | - | - | - |
| The Surdna Foundation Inc. Tax Sheltered Annuity Plan | - | 0 | - | - | - |
| 2006 | 2 | 21 | $0 | $0 | - |
| The Surdna Foundation Inc. Employees Pension Plan | - | 21 | - | - | - |
| The Surdna Foundation Inc. Tax Sheltered Annuity Plan | - | 0 | - | - | - |
| 2005 | 2 | 22 | $0 | $0 | - |
| The Surdna Foundation Inc. Tax Sheltered Annuity Plan | - | 0 | - | - | - |
| The Surdna Foundation Inc. Employees Pension Plan | - | 22 | - | - | - |
| 2004 | 1 | 0 | $0 | $0 | - |
| The Surdna Foundation Inc. Tax Sheltered Annuity Plan | - | 0 | - | - | - |
| 2003 | 2 | 20 | $0 | $0 | - |
| The Surdna Foundation Inc. Employees Pension Plan | - | 20 | - | - | - |
| The Surdna Foundation Inc. Tax Sheltered Annuity Plan | - | 0 | - | - | - |
| 2002 | 2 | 20 | $0 | $0 | - |
| The Surdna Foundation Inc. Employees Pension Plan | - | 20 | - | - | - |
| The Surdna Foundation Inc. Tax Sheltered Annuity Plan | - | 0 | - | - | - |
| 2001 | 2 | 18 | $0 | $0 | - |
| The Surdna Foundation Inc. Tax Sheltered Annuity Plan | - | 0 | - | - | - |
| The Surdna Foundation Inc. Employees Pension Plan | - | 18 | - | - | - |
| 2000 | 2 | 18 | $0 | $0 | - |
| The Surdna Foundation Inc. Employees Pension Plan | - | 18 | - | - | - |
| The Surdna Foundation Inc. Tax Sheltered Annuity Plan | - | 0 | - | - | - |
| 1999 | 2 | 16 | $948,632 | $113,827 | $7,114iApproximate average salary by contribution assumption: employee only about $177,855 at 4% or $118,570 at 6%; with 50% employer match about $118,570 at 4% or $79,047 at 6%; with 100% employer match about $88,927 at 4% or $59,285 at 6%. |
| The Surdna Foundation Inc. Employees Pension Plan | - | 16 | $948,632 | $113,827 | $7,114iApproximate average salary by contribution assumption: employee only about $177,855 at 4% or $118,570 at 6%; with 50% employer match about $118,570 at 4% or $79,047 at 6%; with 100% employer match about $88,927 at 4% or $59,285 at 6%. |
| The Surdna Foundation Inc. Tax Sheltered Annuity Plan | - | 0 | - | - | - |