Civic Intelligence

Kepner-Tregoe Inc.

Plan context: Kepner-Tregoe Retirement Savings Plan

EIN 22-3421723 • Princeton, NJ • 46 filings • 5 plans

103 Carnegie Center Suite 205Princeton, NJ 08540
Current Snapshot

Latest Year

2024

2024 Participants

49

2024 Assets

$17,532,788

2024 Contributions

$645,183

Historical Graphs

Total Assets Over Time

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

$23,700,125$11,850,063$0199920122024YearValue
$17,532,788Latest year 2024

Participants Over Time

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

145730199920122024YearValue
49Latest 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
2024149$17,532,788$645,183$13,167iApproximate average salary by contribution assumption: employee only about $329,175 at 4% or $219,450 at 6%; with 50% employer match about $219,450 at 4% or $146,300 at 6%; with 100% employer match about $164,588 at 4% or $109,725 at 6%.
Kepner-Tregoe Retirement Savings Plan-49$17,532,788$645,183$13,167iApproximate average salary by contribution assumption: employee only about $329,175 at 4% or $219,450 at 6%; with 50% employer match about $219,450 at 4% or $146,300 at 6%; with 100% employer match about $164,588 at 4% or $109,725 at 6%.
2023156$21,684,641$642,063$11,465iApproximate average salary by contribution assumption: employee only about $286,635 at 4% or $191,090 at 6%; with 50% employer match about $191,090 at 4% or $127,393 at 6%; with 100% employer match about $143,318 at 4% or $95,545 at 6%.
Kepner-Tregoe Retirement Savings Plan-56$21,684,641$642,063$11,465iApproximate average salary by contribution assumption: employee only about $286,635 at 4% or $191,090 at 6%; with 50% employer match about $191,090 at 4% or $127,393 at 6%; with 100% employer match about $143,318 at 4% or $95,545 at 6%.
2022160$20,362,184$634,138$10,569iApproximate average salary by contribution assumption: employee only about $264,224 at 4% or $176,149 at 6%; with 50% employer match about $176,149 at 4% or $117,433 at 6%; with 100% employer match about $132,112 at 4% or $88,075 at 6%.
Kepner-Tregoe Retirement Savings Plan-60$20,362,184$634,138$10,569iApproximate average salary by contribution assumption: employee only about $264,224 at 4% or $176,149 at 6%; with 50% employer match about $176,149 at 4% or $117,433 at 6%; with 100% employer match about $132,112 at 4% or $88,075 at 6%.
2021160$23,700,125$652,396$10,873iApproximate average salary by contribution assumption: employee only about $271,832 at 4% or $181,221 at 6%; with 50% employer match about $181,221 at 4% or $120,814 at 6%; with 100% employer match about $135,916 at 4% or $90,611 at 6%.
Kepner-Tregoe Retirement Savings Plan-60$23,700,125$652,396$10,873iApproximate average salary by contribution assumption: employee only about $271,832 at 4% or $181,221 at 6%; with 50% employer match about $181,221 at 4% or $120,814 at 6%; with 100% employer match about $135,916 at 4% or $90,611 at 6%.
2020159$20,900,468$400,518$6,788iApproximate average salary by contribution assumption: employee only about $169,711 at 4% or $113,141 at 6%; with 50% employer match about $113,141 at 4% or $75,427 at 6%; with 100% employer match about $84,856 at 4% or $56,570 at 6%.
Kepner-Tregoe Retirement Savings Plan-59$20,900,468$400,518$6,788iApproximate average salary by contribution assumption: employee only about $169,711 at 4% or $113,141 at 6%; with 50% employer match about $113,141 at 4% or $75,427 at 6%; with 100% employer match about $84,856 at 4% or $56,570 at 6%.
2019165$19,677,695$633,590$9,748iApproximate average salary by contribution assumption: employee only about $243,688 at 4% or $162,459 at 6%; with 50% employer match about $162,459 at 4% or $108,306 at 6%; with 100% employer match about $121,844 at 4% or $81,229 at 6%.
Kepner-Tregoe Retirement Savings Plan-65$19,677,695$633,590$9,748iApproximate average salary by contribution assumption: employee only about $243,688 at 4% or $162,459 at 6%; with 50% employer match about $162,459 at 4% or $108,306 at 6%; with 100% employer match about $121,844 at 4% or $81,229 at 6%.
2018167$16,050,488$741,639$11,069iApproximate average salary by contribution assumption: employee only about $276,731 at 4% or $184,487 at 6%; with 50% employer match about $184,487 at 4% or $122,992 at 6%; with 100% employer match about $138,365 at 4% or $92,244 at 6%.
Kepner-Tregoe Retirement Savings Plan-67$16,050,488$741,639$11,069iApproximate average salary by contribution assumption: employee only about $276,731 at 4% or $184,487 at 6%; with 50% employer match about $184,487 at 4% or $122,992 at 6%; with 100% employer match about $138,365 at 4% or $92,244 at 6%.
2017163$16,422,798$625,307$9,926iApproximate average salary by contribution assumption: employee only about $248,138 at 4% or $165,425 at 6%; with 50% employer match about $165,425 at 4% or $110,283 at 6%; with 100% employer match about $124,069 at 4% or $82,713 at 6%.
Kepner-Tregoe Retirement Savings Plan-63$16,422,798$625,307$9,926iApproximate average salary by contribution assumption: employee only about $248,138 at 4% or $165,425 at 6%; with 50% employer match about $165,425 at 4% or $110,283 at 6%; with 100% employer match about $124,069 at 4% or $82,713 at 6%.
2016172$13,995,502$766,169$10,641iApproximate average salary by contribution assumption: employee only about $266,031 at 4% or $177,354 at 6%; with 50% employer match about $177,354 at 4% or $118,236 at 6%; with 100% employer match about $133,015 at 4% or $88,677 at 6%.
Kepner-Tregoe Retirement Savings Plan-72$13,995,502$766,169$10,641iApproximate average salary by contribution assumption: employee only about $266,031 at 4% or $177,354 at 6%; with 50% employer match about $177,354 at 4% or $118,236 at 6%; with 100% employer match about $133,015 at 4% or $88,677 at 6%.
2015174$12,621,301$889,231$12,017iApproximate average salary by contribution assumption: employee only about $300,416 at 4% or $200,277 at 6%; with 50% employer match about $200,277 at 4% or $133,518 at 6%; with 100% employer match about $150,208 at 4% or $100,139 at 6%.
Kepner-Tregoe Retirement Savings Plan-74$12,621,301$889,231$12,017iApproximate average salary by contribution assumption: employee only about $300,416 at 4% or $200,277 at 6%; with 50% employer match about $200,277 at 4% or $133,518 at 6%; with 100% employer match about $150,208 at 4% or $100,139 at 6%.
2014176$12,920,073$872,671$11,483iApproximate average salary by contribution assumption: employee only about $287,063 at 4% or $191,375 at 6%; with 50% employer match about $191,375 at 4% or $127,583 at 6%; with 100% employer match about $143,531 at 4% or $95,688 at 6%.
Kepner-Tregoe Retirement Savings Plan-76$12,920,073$872,671$11,483iApproximate average salary by contribution assumption: employee only about $287,063 at 4% or $191,375 at 6%; with 50% employer match about $191,375 at 4% or $127,583 at 6%; with 100% employer match about $143,531 at 4% or $95,688 at 6%.
2013177$11,942,205$900,961$11,701iApproximate average salary by contribution assumption: employee only about $292,520 at 4% or $195,013 at 6%; with 50% employer match about $195,013 at 4% or $130,009 at 6%; with 100% employer match about $146,260 at 4% or $97,507 at 6%.
Kepner-Tregoe Retirement Savings Plan-77$11,942,205$900,961$11,701iApproximate average salary by contribution assumption: employee only about $292,520 at 4% or $195,013 at 6%; with 50% employer match about $195,013 at 4% or $130,009 at 6%; with 100% employer match about $146,260 at 4% or $97,507 at 6%.
2012180$11,208,583$936,152$11,702iApproximate average salary by contribution assumption: employee only about $292,548 at 4% or $195,032 at 6%; with 50% employer match about $195,032 at 4% or $130,021 at 6%; with 100% employer match about $146,274 at 4% or $97,516 at 6%.
Kepner-Tregoe Retirement Savings Plan-80$11,208,583$936,152$11,702iApproximate average salary by contribution assumption: employee only about $292,548 at 4% or $195,032 at 6%; with 50% employer match about $195,032 at 4% or $130,021 at 6%; with 100% employer match about $146,274 at 4% or $97,516 at 6%.
2011185$9,712,809$853,799$10,045iApproximate average salary by contribution assumption: employee only about $251,117 at 4% or $167,412 at 6%; with 50% employer match about $167,412 at 4% or $111,608 at 6%; with 100% employer match about $125,559 at 4% or $83,706 at 6%.
Kepner-Tregoe Retirement Savings Plan-85$9,712,809$853,799$10,045iApproximate average salary by contribution assumption: employee only about $251,117 at 4% or $167,412 at 6%; with 50% employer match about $167,412 at 4% or $111,608 at 6%; with 100% employer match about $125,559 at 4% or $83,706 at 6%.
2010181$9,622,021$326,477$4,031iApproximate average salary by contribution assumption: employee only about $100,765 at 4% or $67,176 at 6%; with 50% employer match about $67,176 at 4% or $44,784 at 6%; with 100% employer match about $50,382 at 4% or $33,588 at 6%.
Kepner-Tregoe Retirement Savings Plan-81$9,622,021$326,477$4,031iApproximate average salary by contribution assumption: employee only about $100,765 at 4% or $67,176 at 6%; with 50% employer match about $67,176 at 4% or $44,784 at 6%; with 100% employer match about $50,382 at 4% or $33,588 at 6%.
2009154$10,284,568$604,102$11,187iApproximate average salary by contribution assumption: employee only about $279,677 at 4% or $186,451 at 6%; with 50% employer match about $186,451 at 4% or $124,301 at 6%; with 100% employer match about $139,838 at 4% or $93,226 at 6%.
Kepner-Tregoe Retirement Savings Plan-54$10,284,568$604,102$11,187iApproximate average salary by contribution assumption: employee only about $279,677 at 4% or $186,451 at 6%; with 50% employer match about $186,451 at 4% or $124,301 at 6%; with 100% employer match about $139,838 at 4% or $93,226 at 6%.
2008380$10,245,006$1,007,352$12,592iApproximate average salary by contribution assumption: employee only about $314,798 at 4% or $209,865 at 6%; with 50% employer match about $209,865 at 4% or $139,910 at 6%; with 100% employer match about $157,399 at 4% or $104,933 at 6%.
Kepner-Tregoe Retirement Savings Plan-72$10,245,006$1,007,352$13,991iApproximate average salary by contribution assumption: employee only about $349,775 at 4% or $233,183 at 6%; with 50% employer match about $233,183 at 4% or $155,456 at 6%; with 100% employer match about $174,888 at 4% or $116,592 at 6%.
Employees Group Insurance After-Tax Benefit Plan-68---
Employees Group Insurance Before-Tax Benefit Plan-80---
20073104$15,223,369$1,410,618$13,564iApproximate average salary by contribution assumption: employee only about $339,091 at 4% or $226,061 at 6%; with 50% employer match about $226,061 at 4% or $150,707 at 6%; with 100% employer match about $169,545 at 4% or $113,030 at 6%.
Kepner-Tregoe Retirement Savings Plan-84$15,223,369$1,410,618$16,793iApproximate average salary by contribution assumption: employee only about $419,827 at 4% or $279,885 at 6%; with 50% employer match about $279,885 at 4% or $186,590 at 6%; with 100% employer match about $209,913 at 4% or $139,942 at 6%.
Employees Group Insurance Before-Tax Benefit Plan-104---
Employees Group Insurance After-Tax Benefit Plan-87---
20063103$13,883,059$1,101,667$10,696iApproximate average salary by contribution assumption: employee only about $267,395 at 4% or $178,263 at 6%; with 50% employer match about $178,263 at 4% or $118,842 at 6%; with 100% employer match about $133,697 at 4% or $89,132 at 6%.
Kepner-Tregoe Retirement Savings Plan-102$13,883,059$1,101,667$10,801iApproximate average salary by contribution assumption: employee only about $270,016 at 4% or $180,011 at 6%; with 50% employer match about $180,011 at 4% or $120,007 at 6%; with 100% employer match about $135,008 at 4% or $90,005 at 6%.
Employees Group Insurance After-Tax Benefit Plan-89---
Employees Group Insurance Before-Tax Benefit Plan-103---
20053105$11,699,860$877,959$8,362iApproximate average salary by contribution assumption: employee only about $209,038 at 4% or $139,359 at 6%; with 50% employer match about $139,359 at 4% or $92,906 at 6%; with 100% employer match about $104,519 at 4% or $69,679 at 6%.
Kepner-Tregoe Retirement Savings Plan-105$11,699,860$877,959$8,362iApproximate average salary by contribution assumption: employee only about $209,038 at 4% or $139,359 at 6%; with 50% employer match about $139,359 at 4% or $92,906 at 6%; with 100% employer match about $104,519 at 4% or $69,679 at 6%.
Employees Group Insurance After-Tax Benefit Plan-83---
Employees Group Insurance Before-Tax Benefit Plan-97---
20043104$11,019,097$1,235,886$11,884iApproximate average salary by contribution assumption: employee only about $297,088 at 4% or $198,059 at 6%; with 50% employer match about $198,059 at 4% or $132,039 at 6%; with 100% employer match about $148,544 at 4% or $99,029 at 6%.
Kepner-Tregoe Retirement Savings Plan-104$11,019,097$1,235,886$11,884iApproximate average salary by contribution assumption: employee only about $297,088 at 4% or $198,059 at 6%; with 50% employer match about $198,059 at 4% or $132,039 at 6%; with 100% employer match about $148,544 at 4% or $99,029 at 6%.
Employees Group Insurance After-Tax Benefit Plan-86---
Employees Group Insurance Before-Tax Benefit Plan-92---
20033101$9,206,998$2,003,155$19,833iApproximate average salary by contribution assumption: employee only about $495,830 at 4% or $330,554 at 6%; with 50% employer match about $330,554 at 4% or $220,369 at 6%; with 100% employer match about $247,915 at 4% or $165,277 at 6%.
Kepner-Tregoe Retirement Savings Plan-101$9,206,998$2,003,155$19,833iApproximate average salary by contribution assumption: employee only about $495,830 at 4% or $330,554 at 6%; with 50% employer match about $330,554 at 4% or $220,369 at 6%; with 100% employer match about $247,915 at 4% or $165,277 at 6%.
Employees Group Insurance After-Tax Benefit Plan-89---
Employees Group Insurance Before-Tax Benefit Plan-95---
2002395$6,881,594$758,816$7,988iApproximate average salary by contribution assumption: employee only about $199,688 at 4% or $133,126 at 6%; with 50% employer match about $133,126 at 4% or $88,750 at 6%; with 100% employer match about $99,844 at 4% or $66,563 at 6%.
Kepner-Tregoe Retirement Savings Plan-95$6,881,594$758,816$7,988iApproximate average salary by contribution assumption: employee only about $199,688 at 4% or $133,126 at 6%; with 50% employer match about $133,126 at 4% or $88,750 at 6%; with 100% employer match about $99,844 at 4% or $66,563 at 6%.
Employees Group Insurance After-Tax Benefit Plan-89---
Employees Group Insurance Before-Tax Benefit Plan-91---
20013108$8,644,593$874,200$8,094iApproximate average salary by contribution assumption: employee only about $202,361 at 4% or $134,907 at 6%; with 50% employer match about $134,907 at 4% or $89,938 at 6%; with 100% employer match about $101,181 at 4% or $67,454 at 6%.
Kepner-Tregoe Retirement Savings Plan-108$8,644,593$874,200$8,094iApproximate average salary by contribution assumption: employee only about $202,361 at 4% or $134,907 at 6%; with 50% employer match about $134,907 at 4% or $89,938 at 6%; with 100% employer match about $101,181 at 4% or $67,454 at 6%.
Employees Group Insurance Before-Tax Benefit Plan-106---
Employees Group Insurance After-Tax Benefit Plan-91---
20003145$0$0-
Employees Group Insurance After-Tax Benefit Plan-127---
Employees Group Insurance Before-Tax Benefit Plan-145---
Kepner-Tregoe Retirement Savings Plan-131---
19993138$12,765,092$1,450,136$10,508iApproximate average salary by contribution assumption: employee only about $262,706 at 4% or $175,137 at 6%; with 50% employer match about $175,137 at 4% or $116,758 at 6%; with 100% employer match about $131,353 at 4% or $87,569 at 6%.
Kepner-Tregoe Retirement Savings Plan-138$12,765,092$1,450,136$10,508iApproximate average salary by contribution assumption: employee only about $262,706 at 4% or $175,137 at 6%; with 50% employer match about $175,137 at 4% or $116,758 at 6%; with 100% employer match about $131,353 at 4% or $87,569 at 6%.
Employees Group Insurance Before-Tax Benefit Plan-113---
Employees Group Insurance After-Tax Benefit Plan-130---