THE DALE ASSOCIATION, INC.
Plan context: THE DALE ASSOCIATION, INC. 401K PLAN
EIN 16-0863230 • Lockport, NY • 22 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
39
2024 Assets
$564,119
2024 Contributions
$57,102
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 | 39 | $564,119 | $57,102 | $1,464iApproximate average salary by contribution assumption: employee only about $36,604 at 4% or $24,403 at 6%; with 50% employer match about $24,403 at 4% or $16,268 at 6%; with 100% employer match about $18,302 at 4% or $12,201 at 6%. |
| THE DALE ASSOCIATION, INC. 401K PLAN | - | 39 | $564,119 | $57,102 | $1,464iApproximate average salary by contribution assumption: employee only about $36,604 at 4% or $24,403 at 6%; with 50% employer match about $24,403 at 4% or $16,268 at 6%; with 100% employer match about $18,302 at 4% or $12,201 at 6%. |
| 2023 | 1 | 38 | $538,986 | $56,966 | $1,499iApproximate average salary by contribution assumption: employee only about $37,478 at 4% or $24,985 at 6%; with 50% employer match about $24,985 at 4% or $16,657 at 6%; with 100% employer match about $18,739 at 4% or $12,493 at 6%. |
| THE DALE ASSOCIATION, INC. 401K PLAN | - | 38 | $538,986 | $56,966 | $1,499iApproximate average salary by contribution assumption: employee only about $37,478 at 4% or $24,985 at 6%; with 50% employer match about $24,985 at 4% or $16,657 at 6%; with 100% employer match about $18,739 at 4% or $12,493 at 6%. |
| 2022 | 1 | 36 | $438,280 | $32,591 | $905iApproximate average salary by contribution assumption: employee only about $22,633 at 4% or $15,088 at 6%; with 50% employer match about $15,088 at 4% or $10,059 at 6%; with 100% employer match about $11,316 at 4% or $7,544 at 6%. |
| THE DALE ASSOCIATION, INC. 401K PLAN | - | 36 | $438,280 | $32,591 | $905iApproximate average salary by contribution assumption: employee only about $22,633 at 4% or $15,088 at 6%; with 50% employer match about $15,088 at 4% or $10,059 at 6%; with 100% employer match about $11,316 at 4% or $7,544 at 6%. |
| 2021 | 1 | 39 | $544,735 | $24,504 | $628iApproximate average salary by contribution assumption: employee only about $15,708 at 4% or $10,472 at 6%; with 50% employer match about $10,472 at 4% or $6,981 at 6%; with 100% employer match about $7,854 at 4% or $5,236 at 6%. |
| THE DALE ASSOCIATION, INC. 401K PLAN | - | 39 | $544,735 | $24,504 | $628iApproximate average salary by contribution assumption: employee only about $15,708 at 4% or $10,472 at 6%; with 50% employer match about $10,472 at 4% or $6,981 at 6%; with 100% employer match about $7,854 at 4% or $5,236 at 6%. |
| 2020 | 1 | 36 | $490,449 | $42,861 | $1,191iApproximate average salary by contribution assumption: employee only about $29,765 at 4% or $19,843 at 6%; with 50% employer match about $19,843 at 4% or $13,229 at 6%; with 100% employer match about $14,882 at 4% or $9,922 at 6%. |
| THE DALE ASSOCIATION, INC. 401K PLAN | - | 36 | $490,449 | $42,861 | $1,191iApproximate average salary by contribution assumption: employee only about $29,765 at 4% or $19,843 at 6%; with 50% employer match about $19,843 at 4% or $13,229 at 6%; with 100% employer match about $14,882 at 4% or $9,922 at 6%. |
| 2019 | 1 | 35 | $439,245 | $22,238 | $635iApproximate average salary by contribution assumption: employee only about $15,884 at 4% or $10,590 at 6%; with 50% employer match about $10,590 at 4% or $7,060 at 6%; with 100% employer match about $7,942 at 4% or $5,295 at 6%. |
| THE DALE ASSOCIATION, INC. 401K PLAN | - | 35 | $439,245 | $22,238 | $635iApproximate average salary by contribution assumption: employee only about $15,884 at 4% or $10,590 at 6%; with 50% employer match about $10,590 at 4% or $7,060 at 6%; with 100% employer match about $7,942 at 4% or $5,295 at 6%. |
| 2018 | 1 | 39 | $407,433 | $25,772 | $661iApproximate average salary by contribution assumption: employee only about $16,521 at 4% or $11,014 at 6%; with 50% employer match about $11,014 at 4% or $7,342 at 6%; with 100% employer match about $8,260 at 4% or $5,507 at 6%. |
| THE DALE ASSOCIATION, INC. 401K PLAN | - | 39 | $407,433 | $25,772 | $661iApproximate average salary by contribution assumption: employee only about $16,521 at 4% or $11,014 at 6%; with 50% employer match about $11,014 at 4% or $7,342 at 6%; with 100% employer match about $8,260 at 4% or $5,507 at 6%. |
| 2017 | 1 | 40 | $416,732 | $29,216 | $730iApproximate average salary by contribution assumption: employee only about $18,260 at 4% or $12,173 at 6%; with 50% employer match about $12,173 at 4% or $8,116 at 6%; with 100% employer match about $9,130 at 4% or $6,087 at 6%. |
| THE DALE ASSOCIATION, INC. 401K PLAN | - | 40 | $416,732 | $29,216 | $730iApproximate average salary by contribution assumption: employee only about $18,260 at 4% or $12,173 at 6%; with 50% employer match about $12,173 at 4% or $8,116 at 6%; with 100% employer match about $9,130 at 4% or $6,087 at 6%. |
| 2016 | 1 | 38 | $364,499 | $42,467 | $1,118iApproximate average salary by contribution assumption: employee only about $27,939 at 4% or $18,626 at 6%; with 50% employer match about $18,626 at 4% or $12,417 at 6%; with 100% employer match about $13,969 at 4% or $9,313 at 6%. |
| THE DALE ASSOCIATION, INC. 401K PLAN | - | 38 | $364,499 | $42,467 | $1,118iApproximate average salary by contribution assumption: employee only about $27,939 at 4% or $18,626 at 6%; with 50% employer match about $18,626 at 4% or $12,417 at 6%; with 100% employer match about $13,969 at 4% or $9,313 at 6%. |
| 2015 | 1 | 29 | $364,221 | $13,664 | $471iApproximate average salary by contribution assumption: employee only about $11,779 at 4% or $7,853 at 6%; with 50% employer match about $7,853 at 4% or $5,235 at 6%; with 100% employer match about $5,890 at 4% or $3,926 at 6%. |
| THE DALE ASSOCIATION, INC. 401K PLAN | - | 29 | $364,221 | $13,664 | $471iApproximate average salary by contribution assumption: employee only about $11,779 at 4% or $7,853 at 6%; with 50% employer match about $7,853 at 4% or $5,235 at 6%; with 100% employer match about $5,890 at 4% or $3,926 at 6%. |
| 2014 | 1 | 47 | $413,028 | $14,058 | $299iApproximate average salary by contribution assumption: employee only about $7,478 at 4% or $4,985 at 6%; with 50% employer match about $4,985 at 4% or $3,323 at 6%; with 100% employer match about $3,739 at 4% or $2,493 at 6%. |
| THE DALE ASSOCIATION, INC. 401K PLAN | - | 47 | $413,028 | $14,058 | $299iApproximate average salary by contribution assumption: employee only about $7,478 at 4% or $4,985 at 6%; with 50% employer match about $4,985 at 4% or $3,323 at 6%; with 100% employer match about $3,739 at 4% or $2,493 at 6%. |
| 2013 | 1 | 55 | $489,447 | $17,471 | $318iApproximate average salary by contribution assumption: employee only about $7,941 at 4% or $5,294 at 6%; with 50% employer match about $5,294 at 4% or $3,529 at 6%; with 100% employer match about $3,971 at 4% or $2,647 at 6%. |
| THE DALE ASSOCIATION, INC. 401K PLAN | - | 55 | $489,447 | $17,471 | $318iApproximate average salary by contribution assumption: employee only about $7,941 at 4% or $5,294 at 6%; with 50% employer match about $5,294 at 4% or $3,529 at 6%; with 100% employer match about $3,971 at 4% or $2,647 at 6%. |
| 2012 | 1 | 57 | $468,492 | $18,098 | $318iApproximate average salary by contribution assumption: employee only about $7,938 at 4% or $5,292 at 6%; with 50% employer match about $5,292 at 4% or $3,528 at 6%; with 100% employer match about $3,969 at 4% or $2,646 at 6%. |
| THE DALE ASSOCIATION, INC. 401K PLAN | - | 57 | $468,492 | $18,098 | $318iApproximate average salary by contribution assumption: employee only about $7,938 at 4% or $5,292 at 6%; with 50% employer match about $5,292 at 4% or $3,528 at 6%; with 100% employer match about $3,969 at 4% or $2,646 at 6%. |
| 2011 | 1 | 59 | $478,744 | $35,340 | $599iApproximate average salary by contribution assumption: employee only about $14,975 at 4% or $9,983 at 6%; with 50% employer match about $9,983 at 4% or $6,655 at 6%; with 100% employer match about $7,487 at 4% or $4,992 at 6%. |
| THE DALE ASSOCIATION, INC. 401K PLAN | - | 59 | $478,744 | $35,340 | $599iApproximate average salary by contribution assumption: employee only about $14,975 at 4% or $9,983 at 6%; with 50% employer match about $9,983 at 4% or $6,655 at 6%; with 100% employer match about $7,487 at 4% or $4,992 at 6%. |
| 2010 | 1 | 125 | $514,943 | $26,641 | $213iApproximate average salary by contribution assumption: employee only about $5,328 at 4% or $3,552 at 6%; with 50% employer match about $3,552 at 4% or $2,368 at 6%; with 100% employer match about $2,664 at 4% or $1,776 at 6%. |
| THE DALE ASSOCIATION, INC. 401(K) P/S PLAN | - | 125 | $514,943 | $26,641 | $213iApproximate average salary by contribution assumption: employee only about $5,328 at 4% or $3,552 at 6%; with 50% employer match about $3,552 at 4% or $2,368 at 6%; with 100% employer match about $2,664 at 4% or $1,776 at 6%. |
| 2009 | 1 | 124 | $460,780 | $79,779 | $643iApproximate average salary by contribution assumption: employee only about $16,084 at 4% or $10,723 at 6%; with 50% employer match about $10,723 at 4% or $7,149 at 6%; with 100% employer match about $8,042 at 4% or $5,361 at 6%. |
| THE DALE ASSOCIATION, INC. 401(K) P/S PLAN | - | 124 | $460,780 | $79,779 | $643iApproximate average salary by contribution assumption: employee only about $16,084 at 4% or $10,723 at 6%; with 50% employer match about $10,723 at 4% or $7,149 at 6%; with 100% employer match about $8,042 at 4% or $5,361 at 6%. |
| 2008 | 1 | 114 | $349,880 | $87,711 | $769iApproximate average salary by contribution assumption: employee only about $19,235 at 4% or $12,823 at 6%; with 50% employer match about $12,823 at 4% or $8,549 at 6%; with 100% employer match about $9,617 at 4% or $6,412 at 6%. |
| THE DALE ASSOCIATION, INC. 401K P/S PLAN | - | 114 | $349,880 | $87,711 | $769iApproximate average salary by contribution assumption: employee only about $19,235 at 4% or $12,823 at 6%; with 50% employer match about $12,823 at 4% or $8,549 at 6%; with 100% employer match about $9,617 at 4% or $6,412 at 6%. |
| 2007 | 1 | 101 | $410,438 | $96,610 | $957iApproximate average salary by contribution assumption: employee only about $23,913 at 4% or $15,942 at 6%; with 50% employer match about $15,942 at 4% or $10,628 at 6%; with 100% employer match about $11,957 at 4% or $7,971 at 6%. |
| THE DALE ASSOCIATION, INC. 401K P/S PLAN | - | 101 | $410,438 | $96,610 | $957iApproximate average salary by contribution assumption: employee only about $23,913 at 4% or $15,942 at 6%; with 50% employer match about $15,942 at 4% or $10,628 at 6%; with 100% employer match about $11,957 at 4% or $7,971 at 6%. |
| 2006 | 1 | 99 | $321,553 | $89,949 | $909iApproximate average salary by contribution assumption: employee only about $22,714 at 4% or $15,143 at 6%; with 50% employer match about $15,143 at 4% or $10,095 at 6%; with 100% employer match about $11,357 at 4% or $7,571 at 6%. |
| THE DALE ASSOCIATION, INC. 401K P/S PLAN | - | 99 | $321,553 | $89,949 | $909iApproximate average salary by contribution assumption: employee only about $22,714 at 4% or $15,143 at 6%; with 50% employer match about $15,143 at 4% or $10,095 at 6%; with 100% employer match about $11,357 at 4% or $7,571 at 6%. |
| 2005 | 1 | 100 | $223,755 | $91,414 | $914iApproximate average salary by contribution assumption: employee only about $22,854 at 4% or $15,236 at 6%; with 50% employer match about $15,236 at 4% or $10,157 at 6%; with 100% employer match about $11,427 at 4% or $7,618 at 6%. |
| THE DALE ASSOCIATION, INC. 401K P/S PLAN | - | 100 | $223,755 | $91,414 | $914iApproximate average salary by contribution assumption: employee only about $22,854 at 4% or $15,236 at 6%; with 50% employer match about $15,236 at 4% or $10,157 at 6%; with 100% employer match about $11,427 at 4% or $7,618 at 6%. |
| 2004 | 1 | 80 | $136,856 | $82,361 | $1,030iApproximate average salary by contribution assumption: employee only about $25,738 at 4% or $17,159 at 6%; with 50% employer match about $17,159 at 4% or $11,439 at 6%; with 100% employer match about $12,869 at 4% or $8,579 at 6%. |
| THE DALE ASSOCIATION, INC. 401K P/S PLAN | - | 80 | $136,856 | $82,361 | $1,030iApproximate average salary by contribution assumption: employee only about $25,738 at 4% or $17,159 at 6%; with 50% employer match about $17,159 at 4% or $11,439 at 6%; with 100% employer match about $12,869 at 4% or $8,579 at 6%. |
| 2003 | 1 | 70 | $56,559 | $56,432 | $806iApproximate average salary by contribution assumption: employee only about $20,154 at 4% or $13,436 at 6%; with 50% employer match about $13,436 at 4% or $8,957 at 6%; with 100% employer match about $10,077 at 4% or $6,718 at 6%. |
| THE DALE ASSOCIATION, INC. 401K P/S PLAN | - | 70 | $56,559 | $56,432 | $806iApproximate average salary by contribution assumption: employee only about $20,154 at 4% or $13,436 at 6%; with 50% employer match about $13,436 at 4% or $8,957 at 6%; with 100% employer match about $10,077 at 4% or $6,718 at 6%. |