Civic Intelligence

The Core Institute

Plan context: Core Medical Management 401(K) Plan

EIN 20-1456157 • Phoenix, AZ • 58 filings • 12 plans

3010 W. Agua Fria Freeway, Ste. 100Phoenix, AZ 85027
Current Snapshot

Latest Year

2024

2024 Participants

2,976

2024 Assets

$97,140,666

2024 Contributions

$13,679,272

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$97,140,666$48,570,333$0200620152024YearValue
$97,140,666Latest year 2024

Participants Over Time

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

2,9761,4880200620152024YearValue
2,976Latest year 2024

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
202422,976$97,140,666$13,679,272$4,597iApproximate average salary by contribution assumption: employee only about $114,913 at 4% or $76,609 at 6%; with 50% employer match about $76,609 at 4% or $51,073 at 6%; with 100% employer match about $57,457 at 4% or $38,304 at 6%.
Core Medical Management 401(K) Plan-2,976$97,140,666$13,679,272$4,597iApproximate average salary by contribution assumption: employee only about $114,913 at 4% or $76,609 at 6%; with 50% employer match about $76,609 at 4% or $51,073 at 6%; with 100% employer match about $57,457 at 4% or $38,304 at 6%.
The Core Institute Group Benefit Plan-2,353---
202322,785$81,617,530$13,558,767$4,868iApproximate average salary by contribution assumption: employee only about $121,712 at 4% or $81,142 at 6%; with 50% employer match about $81,142 at 4% or $54,094 at 6%; with 100% employer match about $60,856 at 4% or $40,571 at 6%.
Core Medical Management 401(K) Plan-2,785$81,617,530$13,558,767$4,868iApproximate average salary by contribution assumption: employee only about $121,712 at 4% or $81,142 at 6%; with 50% employer match about $81,142 at 4% or $54,094 at 6%; with 100% employer match about $60,856 at 4% or $40,571 at 6%.
The Core Institute Group Benefit Plan-2,278---
202221,779$59,874,210$11,781,521$6,623iApproximate average salary by contribution assumption: employee only about $165,564 at 4% or $110,376 at 6%; with 50% employer match about $110,376 at 4% or $73,584 at 6%; with 100% employer match about $82,782 at 4% or $55,188 at 6%.
Core Medical Management 401(K) Plan-1,779$59,874,210$11,781,521$6,623iApproximate average salary by contribution assumption: employee only about $165,564 at 4% or $110,376 at 6%; with 50% employer match about $110,376 at 4% or $73,584 at 6%; with 100% employer match about $82,782 at 4% or $55,188 at 6%.
The Core Institute Group Benefit Plan-1,316---
202121,317$63,890,554$8,790,872$6,675iApproximate average salary by contribution assumption: employee only about $166,873 at 4% or $111,249 at 6%; with 50% employer match about $111,249 at 4% or $74,166 at 6%; with 100% employer match about $83,437 at 4% or $55,624 at 6%.
Core Medical Management 401(K) Plan-1,317$63,890,554$8,790,872$6,675iApproximate average salary by contribution assumption: employee only about $166,873 at 4% or $111,249 at 6%; with 50% employer match about $111,249 at 4% or $74,166 at 6%; with 100% employer match about $83,437 at 4% or $55,624 at 6%.
The Core Institute Group Benefit Plan-727---
202021,183$49,659,950$5,488,000$4,639iApproximate average salary by contribution assumption: employee only about $115,976 at 4% or $77,318 at 6%; with 50% employer match about $77,318 at 4% or $51,545 at 6%; with 100% employer match about $57,988 at 4% or $38,659 at 6%.
Core Medical Management 401(K) Plan-1,183$49,659,950$5,488,000$4,639iApproximate average salary by contribution assumption: employee only about $115,976 at 4% or $77,318 at 6%; with 50% employer match about $77,318 at 4% or $51,545 at 6%; with 100% employer match about $57,988 at 4% or $38,659 at 6%.
The Core Institute Group Benefit Plan-688---
20192915$40,227,955$6,369,467$6,961iApproximate average salary by contribution assumption: employee only about $174,029 at 4% or $116,019 at 6%; with 50% employer match about $116,019 at 4% or $77,346 at 6%; with 100% employer match about $87,015 at 4% or $58,010 at 6%.
Core Medical Management 401(K) Plan-915$40,227,955$6,369,467$6,961iApproximate average salary by contribution assumption: employee only about $174,029 at 4% or $116,019 at 6%; with 50% employer match about $116,019 at 4% or $77,346 at 6%; with 100% employer match about $87,015 at 4% or $58,010 at 6%.
The Core Institute Group Benefit Plan-592---
20182923$29,300,039$4,672,872$5,063iApproximate average salary by contribution assumption: employee only about $126,567 at 4% or $84,378 at 6%; with 50% employer match about $84,378 at 4% or $56,252 at 6%; with 100% employer match about $63,284 at 4% or $42,189 at 6%.
Core Medical Management 401(K) Plan-776$29,300,039$4,672,872$6,022iApproximate average salary by contribution assumption: employee only about $150,544 at 4% or $100,362 at 6%; with 50% employer match about $100,362 at 4% or $66,908 at 6%; with 100% employer match about $75,272 at 4% or $50,181 at 6%.
The Core Institute Group Benefit Plan-923---
20176659$28,366,439$4,114,167$6,243iApproximate average salary by contribution assumption: employee only about $156,076 at 4% or $104,051 at 6%; with 50% employer match about $104,051 at 4% or $69,367 at 6%; with 100% employer match about $78,038 at 4% or $52,025 at 6%.
Core Medical Management 401(K) Plan-659$28,366,439$4,114,167$6,243iApproximate average salary by contribution assumption: employee only about $156,076 at 4% or $104,051 at 6%; with 50% employer match about $104,051 at 4% or $69,367 at 6%; with 100% employer match about $78,038 at 4% or $52,025 at 6%.
The Core Institute Group Benefit Plan-0---
The Core Institute Group Medical-0---
The Core Institute Voluntary Benefits Plan-0---
The Core Institute Group Vision Plan-0---
The Core Institute Group Eap Plan-0---
20167674$24,881,383$4,470,051$6,632iApproximate average salary by contribution assumption: employee only about $165,803 at 4% or $110,535 at 6%; with 50% employer match about $110,535 at 4% or $73,690 at 6%; with 100% employer match about $82,902 at 4% or $55,268 at 6%.
Core Medical Management 401(K) Plan-674$24,881,383$4,470,051$6,632iApproximate average salary by contribution assumption: employee only about $165,803 at 4% or $110,535 at 6%; with 50% employer match about $110,535 at 4% or $73,690 at 6%; with 100% employer match about $82,902 at 4% or $55,268 at 6%.
The Core Institute Group Medical-331---
The Core Institute Voluntary Benefits Plan-270---
The Core Institute Group Benefit Plan-635---
The Core Institute Group Medical-599---
The Core Institute Group Eap Plan-539---
The Core Institute Group Vision Plan-446---
20156685$17,124,027$3,768,513$5,501iApproximate average salary by contribution assumption: employee only about $137,537 at 4% or $91,691 at 6%; with 50% employer match about $91,691 at 4% or $61,128 at 6%; with 100% employer match about $68,768 at 4% or $45,846 at 6%.
Core Medical Management 401(K) Plan-685$17,124,027$3,768,513$5,501iApproximate average salary by contribution assumption: employee only about $137,537 at 4% or $91,691 at 6%; with 50% employer match about $91,691 at 4% or $61,128 at 6%; with 100% employer match about $68,768 at 4% or $45,846 at 6%.
The Core Institute Group Medical-673---
The Core Institute Group Eap Plan-541---
The Core Institute Group Vision Plan-517---
The Core Institute Group Benefit Plan-664---
The Core Institute Group Medical-331---
20146635$14,983,479$2,955,678$4,655iApproximate average salary by contribution assumption: employee only about $116,365 at 4% or $77,577 at 6%; with 50% employer match about $77,577 at 4% or $51,718 at 6%; with 100% employer match about $58,183 at 4% or $38,788 at 6%.
Core Medical Management 401(K) Plan-589$14,983,479$2,955,678$5,018iApproximate average salary by contribution assumption: employee only about $125,453 at 4% or $83,635 at 6%; with 50% employer match about $83,635 at 4% or $55,757 at 6%; with 100% employer match about $62,727 at 4% or $41,818 at 6%.
The Core Institute Group Medical-635---
The Core Institute Group Eap Plan-100---
The Core Institute Group Medical-331---
The Core Institute Group Vision Plan-424---
The Core Institute Group Benefit Plan-453---
20134423$6,875,458$1,608,035$3,802iApproximate average salary by contribution assumption: employee only about $95,038 at 4% or $63,358 at 6%; with 50% employer match about $63,358 at 4% or $42,239 at 6%; with 100% employer match about $47,519 at 4% or $31,679 at 6%.
Core Medical Management 401(K) Plan-399$6,875,458$1,608,035$4,030iApproximate average salary by contribution assumption: employee only about $100,754 at 4% or $67,169 at 6%; with 50% employer match about $67,169 at 4% or $44,780 at 6%; with 100% employer match about $50,377 at 4% or $33,585 at 6%.
The Core Institute Group Medical-331---
The Core Institute Group Vision Plan-423---
The Core Institute Group Benefit Plan-331---
20122333$4,836,530$1,228,774$3,690iApproximate average salary by contribution assumption: employee only about $92,250 at 4% or $61,500 at 6%; with 50% employer match about $61,500 at 4% or $41,000 at 6%; with 100% employer match about $46,125 at 4% or $30,750 at 6%.
Core Medical Management 401(K) Plan-333$4,836,530$1,228,774$3,690iApproximate average salary by contribution assumption: employee only about $92,250 at 4% or $61,500 at 6%; with 50% employer match about $61,500 at 4% or $41,000 at 6%; with 100% employer match about $46,125 at 4% or $30,750 at 6%.
The Core Institute Group Medical-331---
20113269$3,425,789$1,150,351$4,276iApproximate average salary by contribution assumption: employee only about $106,910 at 4% or $71,273 at 6%; with 50% employer match about $71,273 at 4% or $47,516 at 6%; with 100% employer match about $53,455 at 4% or $35,637 at 6%.
Core Medical Management 401(K) Plan-233$3,425,789$1,150,351$4,937iApproximate average salary by contribution assumption: employee only about $123,428 at 4% or $82,285 at 6%; with 50% employer match about $82,285 at 4% or $54,857 at 6%; with 100% employer match about $61,714 at 4% or $41,143 at 6%.
The Core Institute Group Benefit Plan-269---
The Core Institute Group Medical-192---
20103204$2,919,993$968,669$4,748iApproximate average salary by contribution assumption: employee only about $118,709 at 4% or $79,140 at 6%; with 50% employer match about $79,140 at 4% or $52,760 at 6%; with 100% employer match about $59,355 at 4% or $39,570 at 6%.
Core Medical Management 401(K) Plan-204$2,919,993$968,669$4,748iApproximate average salary by contribution assumption: employee only about $118,709 at 4% or $79,140 at 6%; with 50% employer match about $79,140 at 4% or $52,760 at 6%; with 100% employer match about $59,355 at 4% or $39,570 at 6%.
The Core Institute Group Medical-169---
The Core Institute Group Benefit Plan-202---
20093207$1,904,266$221,354$1,069iApproximate average salary by contribution assumption: employee only about $26,734 at 4% or $17,822 at 6%; with 50% employer match about $17,822 at 4% or $11,882 at 6%; with 100% employer match about $13,367 at 4% or $8,911 at 6%.
Core Medical Management 401(K) Plan-156$1,904,266$221,354$1,419iApproximate average salary by contribution assumption: employee only about $35,473 at 4% or $23,649 at 6%; with 50% employer match about $23,649 at 4% or $15,766 at 6%; with 100% employer match about $17,737 at 4% or $11,824 at 6%.
The Core Institute Group Benefit Plan-165---
The Core Institute Group Medical-207---
20081217$1,695,087$963,053$4,438iApproximate average salary by contribution assumption: employee only about $110,951 at 4% or $73,967 at 6%; with 50% employer match about $73,967 at 4% or $49,311 at 6%; with 100% employer match about $55,475 at 4% or $36,984 at 6%.
Core Medical Management 401(K) Plan-217$1,695,087$963,053$4,438iApproximate average salary by contribution assumption: employee only about $110,951 at 4% or $73,967 at 6%; with 50% employer match about $73,967 at 4% or $49,311 at 6%; with 100% employer match about $55,475 at 4% or $36,984 at 6%.
20072190$1,600,616$915,699$4,819iApproximate average salary by contribution assumption: employee only about $120,487 at 4% or $80,324 at 6%; with 50% employer match about $80,324 at 4% or $53,550 at 6%; with 100% employer match about $60,243 at 4% or $40,162 at 6%.
Core Medical Management 401(K) Plan-190$1,600,616$915,699$4,819iApproximate average salary by contribution assumption: employee only about $120,487 at 4% or $80,324 at 6%; with 50% employer match about $80,324 at 4% or $53,550 at 6%; with 100% employer match about $60,243 at 4% or $40,162 at 6%.
The Core Institute Group Benefit Plan-187---
2006194$708,112$564,439$6,005iApproximate average salary by contribution assumption: employee only about $150,117 at 4% or $100,078 at 6%; with 50% employer match about $100,078 at 4% or $66,719 at 6%; with 100% employer match about $75,058 at 4% or $50,039 at 6%.
Core Medical Management 401(K) Plan-94$708,112$564,439$6,005iApproximate average salary by contribution assumption: employee only about $150,117 at 4% or $100,078 at 6%; with 50% employer match about $100,078 at 4% or $66,719 at 6%; with 100% employer match about $75,058 at 4% or $50,039 at 6%.