The Robert Morris Associates
Plan context: The Robert Morris Associates Savings Plan
EIN 23-0892360 • Philadelphia, PA • 52 filings • 9 plans
Current Snapshot
Latest Year
2023
2023 Participants
113
2023 Assets
$17,865,398
2023 Contributions
$1,438,890
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 113 | $17,865,398 | $1,438,890 | $12,734iApproximate average salary by contribution assumption: employee only about $318,338 at 4% or $212,226 at 6%; with 50% employer match about $212,226 at 4% or $141,484 at 6%; with 100% employer match about $159,169 at 4% or $106,113 at 6%. |
| The Robert Morris Associates Savings Plan | - | 113 | $17,865,398 | $1,438,890 | $12,734iApproximate average salary by contribution assumption: employee only about $318,338 at 4% or $212,226 at 6%; with 50% employer match about $212,226 at 4% or $141,484 at 6%; with 100% employer match about $159,169 at 4% or $106,113 at 6%. |
| 2022 | 1 | 114 | $18,876,459 | $1,072,322 | $9,406iApproximate average salary by contribution assumption: employee only about $235,158 at 4% or $156,772 at 6%; with 50% employer match about $156,772 at 4% or $104,515 at 6%; with 100% employer match about $117,579 at 4% or $78,386 at 6%. |
| The Robert Morris Associates Savings Plan | - | 114 | $18,876,459 | $1,072,322 | $9,406iApproximate average salary by contribution assumption: employee only about $235,158 at 4% or $156,772 at 6%; with 50% employer match about $156,772 at 4% or $104,515 at 6%; with 100% employer match about $117,579 at 4% or $78,386 at 6%. |
| 2021 | 2 | 104 | $38,766,930 | $1,236,156 | $11,886iApproximate average salary by contribution assumption: employee only about $297,153 at 4% or $198,102 at 6%; with 50% employer match about $198,102 at 4% or $132,068 at 6%; with 100% employer match about $148,576 at 4% or $99,051 at 6%. |
| The Robert Morris Associates Savings Plan | - | 104 | $23,812,444 | $1,236,156 | $11,886iApproximate average salary by contribution assumption: employee only about $297,153 at 4% or $198,102 at 6%; with 50% employer match about $198,102 at 4% or $132,068 at 6%; with 100% employer match about $148,576 at 4% or $99,051 at 6%. |
| The Robert Morris Associates Pension Plan | - | 19 | $14,954,486 | - | - |
| 2020 | 2 | 109 | $41,416,264 | $1,315,429 | $12,068iApproximate average salary by contribution assumption: employee only about $301,704 at 4% or $201,136 at 6%; with 50% employer match about $201,136 at 4% or $134,091 at 6%; with 100% employer match about $150,852 at 4% or $100,568 at 6%. |
| The Robert Morris Associates Savings Plan | - | 109 | $21,984,488 | $1,315,429 | $12,068iApproximate average salary by contribution assumption: employee only about $301,704 at 4% or $201,136 at 6%; with 50% employer match about $201,136 at 4% or $134,091 at 6%; with 100% employer match about $150,852 at 4% or $100,568 at 6%. |
| The Robert Morris Associates Pension Plan | - | 21 | $19,431,776 | - | - |
| 2019 | 2 | 108 | $44,537,156 | $1,589,149 | $14,714iApproximate average salary by contribution assumption: employee only about $367,859 at 4% or $245,239 at 6%; with 50% employer match about $245,239 at 4% or $163,493 at 6%; with 100% employer match about $183,929 at 4% or $122,620 at 6%. |
| The Robert Morris Associates Savings Plan | - | 108 | $24,245,134 | $1,589,149 | $14,714iApproximate average salary by contribution assumption: employee only about $367,859 at 4% or $245,239 at 6%; with 50% employer match about $245,239 at 4% or $163,493 at 6%; with 100% employer match about $183,929 at 4% or $122,620 at 6%. |
| The Robert Morris Associates Pension Plan | - | 22 | $20,292,022 | - | - |
| 2018 | 2 | 105 | $40,682,927 | $1,561,926 | $14,875iApproximate average salary by contribution assumption: employee only about $371,887 at 4% or $247,925 at 6%; with 50% employer match about $247,925 at 4% or $165,283 at 6%; with 100% employer match about $185,944 at 4% or $123,962 at 6%. |
| The Robert Morris Associates Savings Plan | - | 105 | $21,148,906 | $1,561,926 | $14,875iApproximate average salary by contribution assumption: employee only about $371,887 at 4% or $247,925 at 6%; with 50% employer match about $247,925 at 4% or $165,283 at 6%; with 100% employer match about $185,944 at 4% or $123,962 at 6%. |
| The Robert Morris Associates Pension Plan | - | 33 | $19,534,021 | - | - |
| 2017 | 2 | 104 | $39,475,470 | $1,555,283 | $14,955iApproximate average salary by contribution assumption: employee only about $373,866 at 4% or $249,244 at 6%; with 50% employer match about $249,244 at 4% or $166,163 at 6%; with 100% employer match about $186,933 at 4% or $124,622 at 6%. |
| The Robert Morris Associates Savings Plan | - | 104 | $22,020,727 | $1,555,283 | $14,955iApproximate average salary by contribution assumption: employee only about $373,866 at 4% or $249,244 at 6%; with 50% employer match about $249,244 at 4% or $166,163 at 6%; with 100% employer match about $186,933 at 4% or $124,622 at 6%. |
| The Robert Morris Associates Pension Plan | - | 37 | $17,454,743 | - | - |
| 2016 | 2 | 100 | $36,457,093 | $1,911,529 | $19,115iApproximate average salary by contribution assumption: employee only about $477,882 at 4% or $318,588 at 6%; with 50% employer match about $318,588 at 4% or $212,392 at 6%; with 100% employer match about $238,941 at 4% or $159,294 at 6%. |
| The Robert Morris Associates Pension Plan | - | 41 | $18,797,505 | $500,000 | $12,195iApproximate average salary by contribution assumption: employee only about $304,878 at 4% or $203,252 at 6%; with 50% employer match about $203,252 at 4% or $135,501 at 6%; with 100% employer match about $152,439 at 4% or $101,626 at 6%. |
| The Robert Morris Associates Savings Plan | - | 100 | $17,659,588 | $1,411,529 | $14,115iApproximate average salary by contribution assumption: employee only about $352,882 at 4% or $235,255 at 6%; with 50% employer match about $235,255 at 4% or $156,837 at 6%; with 100% employer match about $176,441 at 4% or $117,627 at 6%. |
| 2015 | 2 | 104 | $35,858,853 | $1,677,766 | $16,132iApproximate average salary by contribution assumption: employee only about $403,309 at 4% or $268,873 at 6%; with 50% employer match about $268,873 at 4% or $179,249 at 6%; with 100% employer match about $201,655 at 4% or $134,436 at 6%. |
| The Robert Morris Associates Pension Plan | - | 41 | $19,226,374 | $250,000 | $6,098iApproximate average salary by contribution assumption: employee only about $152,439 at 4% or $101,626 at 6%; with 50% employer match about $101,626 at 4% or $67,751 at 6%; with 100% employer match about $76,220 at 4% or $50,813 at 6%. |
| The Robert Morris Associates Savings Plan | - | 104 | $16,632,479 | $1,427,766 | $13,729iApproximate average salary by contribution assumption: employee only about $343,213 at 4% or $228,809 at 6%; with 50% employer match about $228,809 at 4% or $152,539 at 6%; with 100% employer match about $171,606 at 4% or $114,404 at 6%. |
| 2014 | 2 | 97 | $33,018,072 | $2,119,906 | $21,855iApproximate average salary by contribution assumption: employee only about $546,368 at 4% or $364,245 at 6%; with 50% employer match about $364,245 at 4% or $242,830 at 6%; with 100% employer match about $273,184 at 4% or $182,123 at 6%. |
| The Robert Morris Associates Pension Plan | - | 45 | $17,115,069 | $800,000 | $17,778iApproximate average salary by contribution assumption: employee only about $444,444 at 4% or $296,296 at 6%; with 50% employer match about $296,296 at 4% or $197,531 at 6%; with 100% employer match about $222,222 at 4% or $148,148 at 6%. |
| The Robert Morris Associates Savings Plan | - | 97 | $15,903,003 | $1,319,906 | $13,607iApproximate average salary by contribution assumption: employee only about $340,182 at 4% or $226,788 at 6%; with 50% employer match about $226,788 at 4% or $151,192 at 6%; with 100% employer match about $170,091 at 4% or $113,394 at 6%. |
| 2013 | 2 | 98 | $31,330,581 | $2,088,607 | $21,312iApproximate average salary by contribution assumption: employee only about $532,808 at 4% or $355,205 at 6%; with 50% employer match about $355,205 at 4% or $236,804 at 6%; with 100% employer match about $266,404 at 4% or $177,603 at 6%. |
| The Robert Morris Associates Pension Plan | - | 49 | $17,146,693 | $800,000 | $16,327iApproximate average salary by contribution assumption: employee only about $408,163 at 4% or $272,109 at 6%; with 50% employer match about $272,109 at 4% or $181,406 at 6%; with 100% employer match about $204,082 at 4% or $136,054 at 6%. |
| The Robert Morris Associates Savings Plan | - | 98 | $14,183,888 | $1,288,607 | $13,149iApproximate average salary by contribution assumption: employee only about $328,726 at 4% or $219,151 at 6%; with 50% employer match about $219,151 at 4% or $146,101 at 6%; with 100% employer match about $164,363 at 4% or $109,575 at 6%. |
| 2012 | 2 | 101 | $26,066,113 | $2,746,202 | $27,190iApproximate average salary by contribution assumption: employee only about $679,753 at 4% or $453,169 at 6%; with 50% employer match about $453,169 at 4% or $302,112 at 6%; with 100% employer match about $339,876 at 4% or $226,584 at 6%. |
| The Robert Morris Associates Pension Plan | - | 54 | $14,647,438 | $1,500,000 | $27,778iApproximate average salary by contribution assumption: employee only about $694,444 at 4% or $462,963 at 6%; with 50% employer match about $462,963 at 4% or $308,642 at 6%; with 100% employer match about $347,222 at 4% or $231,481 at 6%. |
| The Robert Morris Associates Savings Plan | - | 101 | $11,418,675 | $1,246,202 | $12,339iApproximate average salary by contribution assumption: employee only about $308,466 at 4% or $205,644 at 6%; with 50% employer match about $205,644 at 4% or $137,096 at 6%; with 100% employer match about $154,233 at 4% or $102,822 at 6%. |
| 2011 | 2 | 97 | $24,398,791 | $2,428,174 | $25,033iApproximate average salary by contribution assumption: employee only about $625,818 at 4% or $417,212 at 6%; with 50% employer match about $417,212 at 4% or $278,141 at 6%; with 100% employer match about $312,909 at 4% or $208,606 at 6%. |
| The Robert Morris Associates Pension Plan | - | 58 | $15,134,760 | $1,200,000 | $20,690iApproximate average salary by contribution assumption: employee only about $517,241 at 4% or $344,828 at 6%; with 50% employer match about $344,828 at 4% or $229,885 at 6%; with 100% employer match about $258,621 at 4% or $172,414 at 6%. |
| The Robert Morris Associates Savings Plan | - | 97 | $9,264,031 | $1,228,174 | $12,662iApproximate average salary by contribution assumption: employee only about $316,540 at 4% or $211,026 at 6%; with 50% employer match about $211,026 at 4% or $140,684 at 6%; with 100% employer match about $158,270 at 4% or $105,513 at 6%. |
| 2010 | 2 | 68 | $21,705,363 | $2,577,940 | $37,911iApproximate average salary by contribution assumption: employee only about $947,772 at 4% or $631,848 at 6%; with 50% employer match about $631,848 at 4% or $421,232 at 6%; with 100% employer match about $473,886 at 4% or $315,924 at 6%. |
| The Robert Morris Associates Pension Plan | - | 59 | $12,525,016 | $1,598,000 | $27,085iApproximate average salary by contribution assumption: employee only about $677,119 at 4% or $451,412 at 6%; with 50% employer match about $451,412 at 4% or $300,942 at 6%; with 100% employer match about $338,559 at 4% or $225,706 at 6%. |
| The Robert Morris Associates Savings Plan | - | 68 | $9,180,347 | $979,940 | $14,411iApproximate average salary by contribution assumption: employee only about $360,272 at 4% or $240,181 at 6%; with 50% employer match about $240,181 at 4% or $160,121 at 6%; with 100% employer match about $180,136 at 4% or $120,091 at 6%. |
| 2009 | 2 | 72 | $19,668,635 | $1,762,894 | $24,485iApproximate average salary by contribution assumption: employee only about $612,116 at 4% or $408,077 at 6%; with 50% employer match about $408,077 at 4% or $272,052 at 6%; with 100% employer match about $306,058 at 4% or $204,039 at 6%. |
| The Robert Morris Associates Pension Plan | - | 64 | $11,720,303 | $833,000 | $13,016iApproximate average salary by contribution assumption: employee only about $325,391 at 4% or $216,927 at 6%; with 50% employer match about $216,927 at 4% or $144,618 at 6%; with 100% employer match about $162,695 at 4% or $108,464 at 6%. |
| The Robert Morris Associates Savings Plan | - | 72 | $7,948,332 | $929,894 | $12,915iApproximate average salary by contribution assumption: employee only about $322,880 at 4% or $215,253 at 6%; with 50% employer match about $215,253 at 4% or $143,502 at 6%; with 100% employer match about $161,440 at 4% or $107,627 at 6%. |
| 2008 | 2 | 84 | $16,006,215 | $1,794,862 | $21,367iApproximate average salary by contribution assumption: employee only about $534,185 at 4% or $356,123 at 6%; with 50% employer match about $356,123 at 4% or $237,416 at 6%; with 100% employer match about $267,093 at 4% or $178,062 at 6%. |
| The Robert Morris Associates Pension Plan | - | 70 | $9,692,480 | $820,000 | $11,714iApproximate average salary by contribution assumption: employee only about $292,857 at 4% or $195,238 at 6%; with 50% employer match about $195,238 at 4% or $130,159 at 6%; with 100% employer match about $146,429 at 4% or $97,619 at 6%. |
| The Robert Morris Associates Savings Plan | - | 84 | $6,313,735 | $974,862 | $11,606iApproximate average salary by contribution assumption: employee only about $290,138 at 4% or $193,425 at 6%; with 50% employer match about $193,425 at 4% or $128,950 at 6%; with 100% employer match about $145,069 at 4% or $96,713 at 6%. |
| 2007 | 2 | 86 | $21,082,053 | $2,029,829 | $23,603iApproximate average salary by contribution assumption: employee only about $590,067 at 4% or $393,378 at 6%; with 50% employer match about $393,378 at 4% or $262,252 at 6%; with 100% employer match about $295,033 at 4% or $196,689 at 6%. |
| The Robert Morris Associates Pension Plan | - | 78 | $12,526,532 | $1,100,000 | $14,103iApproximate average salary by contribution assumption: employee only about $352,564 at 4% or $235,043 at 6%; with 50% employer match about $235,043 at 4% or $156,695 at 6%; with 100% employer match about $176,282 at 4% or $117,521 at 6%. |
| The Robert Morris Associates Savings Plan | - | 86 | $8,555,521 | $929,829 | $10,812iApproximate average salary by contribution assumption: employee only about $270,299 at 4% or $180,199 at 6%; with 50% employer match about $180,199 at 4% or $120,133 at 6%; with 100% employer match about $135,150 at 4% or $90,100 at 6%. |
| 2006 | 2 | 88 | $20,104,186 | $1,322,949 | $15,034iApproximate average salary by contribution assumption: employee only about $375,838 at 4% or $250,559 at 6%; with 50% employer match about $250,559 at 4% or $167,039 at 6%; with 100% employer match about $187,919 at 4% or $125,279 at 6%. |
| The Robert Morris Associates Pension Plan | - | 78 | $12,433,343 | $500,000 | $6,410iApproximate average salary by contribution assumption: employee only about $160,256 at 4% or $106,838 at 6%; with 50% employer match about $106,838 at 4% or $71,225 at 6%; with 100% employer match about $80,128 at 4% or $53,419 at 6%. |
| The Robert Morris Associates Savings Plan | - | 88 | $7,670,843 | $822,949 | $9,352iApproximate average salary by contribution assumption: employee only about $233,792 at 4% or $155,862 at 6%; with 50% employer match about $155,862 at 4% or $103,908 at 6%; with 100% employer match about $116,896 at 4% or $77,931 at 6%. |
| 2005 | 2 | 80 | $17,534,114 | $1,809,326 | $22,617iApproximate average salary by contribution assumption: employee only about $565,414 at 4% or $376,943 at 6%; with 50% employer match about $376,943 at 4% or $251,295 at 6%; with 100% employer match about $282,707 at 4% or $188,471 at 6%. |
| The Robert Morris Associates Pension Plan | - | 72 | $11,046,249 | $1,000,000 | $13,889iApproximate average salary by contribution assumption: employee only about $347,222 at 4% or $231,481 at 6%; with 50% employer match about $231,481 at 4% or $154,321 at 6%; with 100% employer match about $173,611 at 4% or $115,741 at 6%. |
| The Robert Morris Associates Savings Plan | - | 80 | $6,487,865 | $809,326 | $10,117iApproximate average salary by contribution assumption: employee only about $252,914 at 4% or $168,610 at 6%; with 50% employer match about $168,610 at 4% or $112,406 at 6%; with 100% employer match about $126,457 at 4% or $84,305 at 6%. |
| 2004 | 2 | 84 | $15,485,440 | $1,898,143 | $22,597iApproximate average salary by contribution assumption: employee only about $564,924 at 4% or $376,616 at 6%; with 50% employer match about $376,616 at 4% or $251,077 at 6%; with 100% employer match about $282,462 at 4% or $188,308 at 6%. |
| The Robert Morris Associates Pension Plan | - | 71 | $9,838,206 | $1,166,000 | $16,423iApproximate average salary by contribution assumption: employee only about $410,563 at 4% or $273,709 at 6%; with 50% employer match about $273,709 at 4% or $182,473 at 6%; with 100% employer match about $205,282 at 4% or $136,854 at 6%. |
| The Robert Morris Associates Savings Plan | - | 84 | $5,647,234 | $732,143 | $8,716iApproximate average salary by contribution assumption: employee only about $217,900 at 4% or $145,266 at 6%; with 50% employer match about $145,266 at 4% or $96,844 at 6%; with 100% employer match about $108,950 at 4% or $72,633 at 6%. |
| 2003 | 2 | 79 | $13,268,656 | $1,256,559 | $15,906iApproximate average salary by contribution assumption: employee only about $397,645 at 4% or $265,097 at 6%; with 50% employer match about $265,097 at 4% or $176,731 at 6%; with 100% employer match about $198,823 at 4% or $132,548 at 6%. |
| The Robert Morris Associates Pension Plan | - | 71 | $8,034,902 | $700,000 | $9,859iApproximate average salary by contribution assumption: employee only about $246,479 at 4% or $164,319 at 6%; with 50% employer match about $164,319 at 4% or $109,546 at 6%; with 100% employer match about $123,239 at 4% or $82,160 at 6%. |
| The Robert Morris Associates Savings Plan | - | 79 | $5,233,754 | $556,559 | $7,045iApproximate average salary by contribution assumption: employee only about $176,126 at 4% or $117,418 at 6%; with 50% employer match about $117,418 at 4% or $78,278 at 6%; with 100% employer match about $88,063 at 4% or $58,709 at 6%. |
| 2002 | 3 | 75 | $4,257,103 | $616,789 | $8,224iApproximate average salary by contribution assumption: employee only about $205,596 at 4% or $137,064 at 6%; with 50% employer match about $137,064 at 4% or $91,376 at 6%; with 100% employer match about $102,798 at 4% or $68,532 at 6%. |
| The Robert Morris Associates Savings Plan | - | 75 | $4,257,103 | $616,789 | $8,224iApproximate average salary by contribution assumption: employee only about $205,596 at 4% or $137,064 at 6%; with 50% employer match about $137,064 at 4% or $91,376 at 6%; with 100% employer match about $102,798 at 4% or $68,532 at 6%. |
| The Robert Morris Associates Pension Plan | - | 70 | - | - | - |
| Robert Morris Associates Flexible Benefits Plan | - | 69 | - | - | - |
| 2001 | 3 | 73 | $5,067,978 | $1,058,538 | $14,501iApproximate average salary by contribution assumption: employee only about $362,513 at 4% or $241,675 at 6%; with 50% employer match about $241,675 at 4% or $161,117 at 6%; with 100% employer match about $181,257 at 4% or $120,838 at 6%. |
| The Robert Morris Associates Savings Plan | - | 73 | $5,067,978 | $593,293 | $8,127iApproximate average salary by contribution assumption: employee only about $203,183 at 4% or $135,455 at 6%; with 50% employer match about $135,455 at 4% or $90,303 at 6%; with 100% employer match about $101,591 at 4% or $67,728 at 6%. |
| The Robert Morris Associates Pension Plan | - | 67 | - | - | - |
| Robert Morris Associates Flexible Benefits Plan | - | 66 | - | $465,245 | $7,049iApproximate average salary by contribution assumption: employee only about $176,229 at 4% or $117,486 at 6%; with 50% employer match about $117,486 at 4% or $78,324 at 6%; with 100% employer match about $88,115 at 4% or $58,743 at 6%. |
| 2000 | 3 | 65 | $5,227,716 | $772,400 | $11,883iApproximate average salary by contribution assumption: employee only about $297,077 at 4% or $198,051 at 6%; with 50% employer match about $198,051 at 4% or $132,034 at 6%; with 100% employer match about $148,538 at 4% or $99,026 at 6%. |
| The Robert Morris Associates Savings Plan | - | 62 | $5,227,716 | $307,186 | $4,955iApproximate average salary by contribution assumption: employee only about $123,865 at 4% or $82,577 at 6%; with 50% employer match about $82,577 at 4% or $55,051 at 6%; with 100% employer match about $61,933 at 4% or $41,288 at 6%. |
| The Robert Morris Associates Pension Plan | - | 64 | - | - | - |
| Robert Morris Associates Flexible Benefits Plan | - | 65 | - | $465,214 | $7,157iApproximate average salary by contribution assumption: employee only about $178,928 at 4% or $119,286 at 6%; with 50% employer match about $119,286 at 4% or $79,524 at 6%; with 100% employer match about $89,464 at 4% or $59,643 at 6%. |
| 1999 | 3 | 77 | $13,640,440 | $1,039,845 | $13,504iApproximate average salary by contribution assumption: employee only about $337,612 at 4% or $225,075 at 6%; with 50% employer match about $225,075 at 4% or $150,050 at 6%; with 100% employer match about $168,806 at 4% or $112,537 at 6%. |
| The Robert Morris Associates Pension Plan | - | 63 | $7,717,119 | $421,365 | $6,688iApproximate average salary by contribution assumption: employee only about $167,208 at 4% or $111,472 at 6%; with 50% employer match about $111,472 at 4% or $74,315 at 6%; with 100% employer match about $83,604 at 4% or $55,736 at 6%. |
| The Robert Morris Associates Savings Plan | - | 64 | $5,923,321 | $618,480 | $9,664iApproximate average salary by contribution assumption: employee only about $241,594 at 4% or $161,063 at 6%; with 50% employer match about $161,063 at 4% or $107,375 at 6%; with 100% employer match about $120,797 at 4% or $80,531 at 6%. |
| Robert Morris Associates Flexible Benefits Plan | - | 77 | - | - | - |