The Wallace Foundation
Plan context: The Wallace Foundation 403(B) Retirement Plan
EIN 13-6183757 • New York, NY • 26 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
83
2024 Assets
$27,212,294
2024 Contributions
$2,258,683
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 | 83 | $27,212,294 | $2,258,683 | $27,213iApproximate average salary by contribution assumption: employee only about $680,326 at 4% or $453,551 at 6%; with 50% employer match about $453,551 at 4% or $302,367 at 6%; with 100% employer match about $340,163 at 4% or $226,775 at 6%. |
| The Wallace Foundation 403(B) Retirement Plan | - | 83 | $27,212,294 | $2,258,683 | $27,213iApproximate average salary by contribution assumption: employee only about $680,326 at 4% or $453,551 at 6%; with 50% employer match about $453,551 at 4% or $302,367 at 6%; with 100% employer match about $340,163 at 4% or $226,775 at 6%. |
| 2023 | 1 | 79 | $23,295,403 | $1,916,958 | $24,265iApproximate average salary by contribution assumption: employee only about $606,632 at 4% or $404,422 at 6%; with 50% employer match about $404,422 at 4% or $269,614 at 6%; with 100% employer match about $303,316 at 4% or $202,211 at 6%. |
| The Wallace Foundation 403(B) Retirement Plan | - | 79 | $23,295,403 | $1,916,958 | $24,265iApproximate average salary by contribution assumption: employee only about $606,632 at 4% or $404,422 at 6%; with 50% employer match about $404,422 at 4% or $269,614 at 6%; with 100% employer match about $303,316 at 4% or $202,211 at 6%. |
| 2022 | 1 | 83 | $20,432,637 | $1,791,158 | $21,580iApproximate average salary by contribution assumption: employee only about $539,505 at 4% or $359,670 at 6%; with 50% employer match about $359,670 at 4% or $239,780 at 6%; with 100% employer match about $269,753 at 4% or $179,835 at 6%. |
| The Wallace Foundation 403(B) Retirement Plan | - | 83 | $20,432,637 | $1,791,158 | $21,580iApproximate average salary by contribution assumption: employee only about $539,505 at 4% or $359,670 at 6%; with 50% employer match about $359,670 at 4% or $239,780 at 6%; with 100% employer match about $269,753 at 4% or $179,835 at 6%. |
| 2021 | 1 | 78 | $22,827,593 | $1,723,611 | $22,098iApproximate average salary by contribution assumption: employee only about $552,439 at 4% or $368,293 at 6%; with 50% employer match about $368,293 at 4% or $245,529 at 6%; with 100% employer match about $276,220 at 4% or $184,146 at 6%. |
| The Wallace Foundation 403(B) Retirement Plan | - | 78 | $22,827,593 | $1,723,611 | $22,098iApproximate average salary by contribution assumption: employee only about $552,439 at 4% or $368,293 at 6%; with 50% employer match about $368,293 at 4% or $245,529 at 6%; with 100% employer match about $276,220 at 4% or $184,146 at 6%. |
| 2020 | 1 | 80 | $25,385,383 | $1,814,196 | $22,677iApproximate average salary by contribution assumption: employee only about $566,936 at 4% or $377,958 at 6%; with 50% employer match about $377,958 at 4% or $251,972 at 6%; with 100% employer match about $283,468 at 4% or $188,979 at 6%. |
| The Wallace Foundation 403(B) Retirement Plan | - | 80 | $25,385,383 | $1,814,196 | $22,677iApproximate average salary by contribution assumption: employee only about $566,936 at 4% or $377,958 at 6%; with 50% employer match about $377,958 at 4% or $251,972 at 6%; with 100% employer match about $283,468 at 4% or $188,979 at 6%. |
| 2019 | 1 | 80 | $23,648,209 | $1,722,220 | $21,528iApproximate average salary by contribution assumption: employee only about $538,194 at 4% or $358,796 at 6%; with 50% employer match about $358,796 at 4% or $239,197 at 6%; with 100% employer match about $269,097 at 4% or $179,398 at 6%. |
| The Wallace Foundation 403(B) Retirement Plan | - | 80 | $23,648,209 | $1,722,220 | $21,528iApproximate average salary by contribution assumption: employee only about $538,194 at 4% or $358,796 at 6%; with 50% employer match about $358,796 at 4% or $239,197 at 6%; with 100% employer match about $269,097 at 4% or $179,398 at 6%. |
| 2018 | 1 | 77 | $20,324,934 | $1,535,057 | $19,936iApproximate average salary by contribution assumption: employee only about $498,395 at 4% or $332,263 at 6%; with 50% employer match about $332,263 at 4% or $221,509 at 6%; with 100% employer match about $249,198 at 4% or $166,132 at 6%. |
| The Wallace Foundation 403(B) Retirement Plan | - | 77 | $20,324,934 | $1,535,057 | $19,936iApproximate average salary by contribution assumption: employee only about $498,395 at 4% or $332,263 at 6%; with 50% employer match about $332,263 at 4% or $221,509 at 6%; with 100% employer match about $249,198 at 4% or $166,132 at 6%. |
| 2017 | 1 | 76 | $20,723,429 | $1,881,157 | $24,752iApproximate average salary by contribution assumption: employee only about $618,802 at 4% or $412,534 at 6%; with 50% employer match about $412,534 at 4% or $275,023 at 6%; with 100% employer match about $309,401 at 4% or $206,267 at 6%. |
| The Wallace Foundation 403(B) Retirement Plan | - | 76 | $20,723,429 | $1,881,157 | $24,752iApproximate average salary by contribution assumption: employee only about $618,802 at 4% or $412,534 at 6%; with 50% employer match about $412,534 at 4% or $275,023 at 6%; with 100% employer match about $309,401 at 4% or $206,267 at 6%. |
| 2016 | 1 | 78 | $17,605,641 | $1,658,728 | $21,266iApproximate average salary by contribution assumption: employee only about $531,644 at 4% or $354,429 at 6%; with 50% employer match about $354,429 at 4% or $236,286 at 6%; with 100% employer match about $265,822 at 4% or $177,215 at 6%. |
| The Wallace Foundation 403(B) Retirement Plan | - | 78 | $17,605,641 | $1,658,728 | $21,266iApproximate average salary by contribution assumption: employee only about $531,644 at 4% or $354,429 at 6%; with 50% employer match about $354,429 at 4% or $236,286 at 6%; with 100% employer match about $265,822 at 4% or $177,215 at 6%. |
| 2015 | 1 | 73 | $15,260,331 | $1,382,849 | $18,943iApproximate average salary by contribution assumption: employee only about $473,578 at 4% or $315,719 at 6%; with 50% employer match about $315,719 at 4% or $210,479 at 6%; with 100% employer match about $236,789 at 4% or $157,859 at 6%. |
| The Wallace Foundation 403(B) Retirement Plan | - | 73 | $15,260,331 | $1,382,849 | $18,943iApproximate average salary by contribution assumption: employee only about $473,578 at 4% or $315,719 at 6%; with 50% employer match about $315,719 at 4% or $210,479 at 6%; with 100% employer match about $236,789 at 4% or $157,859 at 6%. |
| 2014 | 1 | 73 | $14,148,606 | $1,353,889 | $18,546iApproximate average salary by contribution assumption: employee only about $463,661 at 4% or $309,107 at 6%; with 50% employer match about $309,107 at 4% or $206,071 at 6%; with 100% employer match about $231,830 at 4% or $154,554 at 6%. |
| The Wallace Foundation 403(B) Retirement Plan | - | 73 | $14,148,606 | $1,353,889 | $18,546iApproximate average salary by contribution assumption: employee only about $463,661 at 4% or $309,107 at 6%; with 50% employer match about $309,107 at 4% or $206,071 at 6%; with 100% employer match about $231,830 at 4% or $154,554 at 6%. |
| 2013 | 1 | 71 | $13,588,436 | $1,119,891 | $15,773iApproximate average salary by contribution assumption: employee only about $394,328 at 4% or $262,885 at 6%; with 50% employer match about $262,885 at 4% or $175,257 at 6%; with 100% employer match about $197,164 at 4% or $131,443 at 6%. |
| The Wallace Foundation 403(B) Retirement Plan | - | 71 | $13,588,436 | $1,119,891 | $15,773iApproximate average salary by contribution assumption: employee only about $394,328 at 4% or $262,885 at 6%; with 50% employer match about $262,885 at 4% or $175,257 at 6%; with 100% employer match about $197,164 at 4% or $131,443 at 6%. |
| 2012 | 1 | 60 | $11,068,515 | $1,002,781 | $16,713iApproximate average salary by contribution assumption: employee only about $417,825 at 4% or $278,550 at 6%; with 50% employer match about $278,550 at 4% or $185,700 at 6%; with 100% employer match about $208,913 at 4% or $139,275 at 6%. |
| The Wallace Foundation 403(B) Retirement Plan | - | 60 | $11,068,515 | $1,002,781 | $16,713iApproximate average salary by contribution assumption: employee only about $417,825 at 4% or $278,550 at 6%; with 50% employer match about $278,550 at 4% or $185,700 at 6%; with 100% employer match about $208,913 at 4% or $139,275 at 6%. |
| 2011 | 1 | 56 | $9,040,002 | $888,534 | $15,867iApproximate average salary by contribution assumption: employee only about $396,667 at 4% or $264,445 at 6%; with 50% employer match about $264,445 at 4% or $176,296 at 6%; with 100% employer match about $198,333 at 4% or $132,222 at 6%. |
| The Wallace Foundation 403(B) Retirement Plan | - | 56 | $9,040,002 | $888,534 | $15,867iApproximate average salary by contribution assumption: employee only about $396,667 at 4% or $264,445 at 6%; with 50% employer match about $264,445 at 4% or $176,296 at 6%; with 100% employer match about $198,333 at 4% or $132,222 at 6%. |
| 2010 | 1 | 57 | $9,556,386 | $912,138 | $16,002iApproximate average salary by contribution assumption: employee only about $400,061 at 4% or $266,707 at 6%; with 50% employer match about $266,707 at 4% or $177,805 at 6%; with 100% employer match about $200,030 at 4% or $133,354 at 6%. |
| The Wallace Foundation 403(B) Retirement Plan | - | 57 | $9,556,386 | $912,138 | $16,002iApproximate average salary by contribution assumption: employee only about $400,061 at 4% or $266,707 at 6%; with 50% employer match about $266,707 at 4% or $177,805 at 6%; with 100% employer match about $200,030 at 4% or $133,354 at 6%. |
| 2009 | 1 | 71 | $9,365,464 | $1,342,159 | $18,904iApproximate average salary by contribution assumption: employee only about $472,591 at 4% or $315,061 at 6%; with 50% employer match about $315,061 at 4% or $210,041 at 6%; with 100% employer match about $236,296 at 4% or $157,530 at 6%. |
| The Wallace Foundation 403(B) Retirement Plan | - | 71 | $9,365,464 | $1,342,159 | $18,904iApproximate average salary by contribution assumption: employee only about $472,591 at 4% or $315,061 at 6%; with 50% employer match about $315,061 at 4% or $210,041 at 6%; with 100% employer match about $236,296 at 4% or $157,530 at 6%. |
| 2008 | 1 | 0 | $0 | $0 | - |
| The Wallace Foundation 403(B) Retirement Plan | - | 0 | - | - | - |
| 2007 | 1 | 0 | $0 | $0 | - |
| The Wallace Foundation 403(B) Retirement Plan | - | 0 | - | - | - |
| 2006 | 1 | 0 | $0 | $0 | - |
| The Wallace Foundation 403(B) Retirement Plan | - | 0 | - | - | - |
| 2005 | 1 | 0 | $0 | $0 | - |
| The Wallace Foundation 403(B) Retirement Plan | - | 0 | - | - | - |
| 2004 | 1 | 0 | $0 | $0 | - |
| The Wallace Foundation 403(B) Retirement Plan | - | 0 | - | - | - |
| 2003 | 1 | 0 | $0 | $0 | - |
| The Wallace Foundation 403(B) Retirement Plan | - | 0 | - | - | - |
| 2002 | 1 | 0 | $0 | $0 | - |
| The Wallace Foundation 403(B) Retirement Plan | - | 0 | - | - | - |
| 2001 | 1 | 0 | $0 | $0 | - |
| The Wallace Foundation 403(B) Retirement Plan | - | 0 | - | - | - |
| 2000 | 1 | 0 | $0 | $0 | - |
| The Wallace Foundation 403(B) Retirement Plan | - | 0 | - | - | - |
| 1999 | 1 | 0 | $0 | $0 | - |
| The Wallace Foundation 403(B) Retirement Plan | - | 0 | - | - | - |