Delaware Management Holdings Inc.
Plan context: Delaware Management Holdings Inc. Employees' Savings and 401(K) Plan
EIN 23-2693133 • 49 filings • 8 plans
Current Snapshot
Latest Year
2024
2024 Participants
603
2024 Assets
$538,613,669
2024 Contributions
$16,477,583
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 | 2 | 603 | $538,613,669 | $16,477,583 | $27,326iApproximate average salary by contribution assumption: employee only about $683,150 at 4% or $455,433 at 6%; with 50% employer match about $455,433 at 4% or $303,622 at 6%; with 100% employer match about $341,575 at 4% or $227,717 at 6%. |
| Delaware Management Holdings Inc. Employees' Savings and 401(K) Plan | - | 603 | $413,556,621 | $15,782,604 | $26,173iApproximate average salary by contribution assumption: employee only about $654,337 at 4% or $436,225 at 6%; with 50% employer match about $436,225 at 4% or $290,816 at 6%; with 100% employer match about $327,168 at 4% or $218,112 at 6%. |
| Delaware Management Holdings Inc. Retirement Plan | - | 154 | $125,057,048 | $694,979 | $4,513iApproximate average salary by contribution assumption: employee only about $112,821 at 4% or $75,214 at 6%; with 50% employer match about $75,214 at 4% or $50,143 at 6%; with 100% employer match about $56,411 at 4% or $37,607 at 6%. |
| 2023 | 2 | 647 | $510,266,480 | $17,810,918 | $27,528iApproximate average salary by contribution assumption: employee only about $688,212 at 4% or $458,808 at 6%; with 50% employer match about $458,808 at 4% or $305,872 at 6%; with 100% employer match about $344,106 at 4% or $229,404 at 6%. |
| Delaware Management Holdings Inc. Employees' Savings and 401(K) Plan | - | 647 | $388,124,650 | $16,761,736 | $25,907iApproximate average salary by contribution assumption: employee only about $647,671 at 4% or $431,781 at 6%; with 50% employer match about $431,781 at 4% or $287,854 at 6%; with 100% employer match about $323,836 at 4% or $215,890 at 6%. |
| Delaware Management Holdings Inc. Retirement Plan | - | 173 | $122,141,830 | $1,049,182 | $6,065iApproximate average salary by contribution assumption: employee only about $151,616 at 4% or $101,077 at 6%; with 50% employer match about $101,077 at 4% or $67,385 at 6%; with 100% employer match about $75,808 at 4% or $50,539 at 6%. |
| 2022 | 2 | 675 | $346,934,417 | $16,227,911 | $24,041iApproximate average salary by contribution assumption: employee only about $601,034 at 4% or $400,689 at 6%; with 50% employer match about $400,689 at 4% or $267,126 at 6%; with 100% employer match about $300,517 at 4% or $200,345 at 6%. |
| Delaware Management Holdings Inc. Employees' Savings and 401(K) Plan | - | 675 | $231,530,546 | $15,348,017 | $22,738iApproximate average salary by contribution assumption: employee only about $568,445 at 4% or $378,963 at 6%; with 50% employer match about $378,963 at 4% or $252,642 at 6%; with 100% employer match about $284,223 at 4% or $189,482 at 6%. |
| Delaware Management Holdings Inc. Retirement Plan | - | 197 | $115,403,871 | $879,894 | $4,466iApproximate average salary by contribution assumption: employee only about $111,662 at 4% or $74,441 at 6%; with 50% employer match about $74,441 at 4% or $49,627 at 6%; with 100% employer match about $55,831 at 4% or $37,221 at 6%. |
| 2021 | 2 | 534 | $417,876,545 | $12,889,444 | $24,138iApproximate average salary by contribution assumption: employee only about $603,438 at 4% or $402,292 at 6%; with 50% employer match about $402,292 at 4% or $268,195 at 6%; with 100% employer match about $301,719 at 4% or $201,146 at 6%. |
| Delaware Management Holdings Inc. Employees' Savings and 401(K) Plan | - | 534 | $272,767,198 | $11,947,314 | $22,373iApproximate average salary by contribution assumption: employee only about $559,331 at 4% or $372,887 at 6%; with 50% employer match about $372,887 at 4% or $248,592 at 6%; with 100% employer match about $279,666 at 4% or $186,444 at 6%. |
| Delaware Management Holdings Inc. Retirement Plan | - | 222 | $145,109,347 | $942,130 | $4,244iApproximate average salary by contribution assumption: employee only about $106,096 at 4% or $70,730 at 6%; with 50% employer match about $70,730 at 4% or $47,154 at 6%; with 100% employer match about $53,048 at 4% or $35,365 at 6%. |
| 2020 | 2 | 509 | $381,228,328 | $11,437,244 | $22,470iApproximate average salary by contribution assumption: employee only about $561,751 at 4% or $374,500 at 6%; with 50% employer match about $374,500 at 4% or $249,667 at 6%; with 100% employer match about $280,875 at 4% or $187,250 at 6%. |
| Delaware Management Holdings Inc. Employees' Savings and 401(K) Plan | - | 509 | $241,665,296 | $10,439,960 | $20,511iApproximate average salary by contribution assumption: employee only about $512,768 at 4% or $341,845 at 6%; with 50% employer match about $341,845 at 4% or $227,897 at 6%; with 100% employer match about $256,384 at 4% or $170,923 at 6%. |
| Delaware Management Holdings Inc. Retirement Plan | - | 236 | $139,563,032 | $997,284 | $4,226iApproximate average salary by contribution assumption: employee only about $105,644 at 4% or $70,430 at 6%; with 50% employer match about $70,430 at 4% or $46,953 at 6%; with 100% employer match about $52,822 at 4% or $35,215 at 6%. |
| 2019 | 2 | 535 | $327,466,230 | $12,176,272 | $22,759iApproximate average salary by contribution assumption: employee only about $568,985 at 4% or $379,323 at 6%; with 50% employer match about $379,323 at 4% or $252,882 at 6%; with 100% employer match about $284,492 at 4% or $189,662 at 6%. |
| Delaware Management Holdings Inc. Employees' Savings and 401(K) Plan | - | 535 | $203,732,443 | $11,129,936 | $20,804iApproximate average salary by contribution assumption: employee only about $520,090 at 4% or $346,727 at 6%; with 50% employer match about $346,727 at 4% or $231,151 at 6%; with 100% employer match about $260,045 at 4% or $173,363 at 6%. |
| Delaware Management Holdings Inc. Retirement Plan | - | 252 | $123,733,787 | $1,046,336 | $4,152iApproximate average salary by contribution assumption: employee only about $103,803 at 4% or $69,202 at 6%; with 50% employer match about $69,202 at 4% or $46,135 at 6%; with 100% employer match about $51,902 at 4% or $34,601 at 6%. |
| 2018 | 2 | 578 | $283,083,091 | $12,204,517 | $21,115iApproximate average salary by contribution assumption: employee only about $527,877 at 4% or $351,918 at 6%; with 50% employer match about $351,918 at 4% or $234,612 at 6%; with 100% employer match about $263,939 at 4% or $175,959 at 6%. |
| Delaware Management Holdings Inc. Employees' Savings and 401(K) Plan | - | 578 | $172,155,495 | $11,004,887 | $19,040iApproximate average salary by contribution assumption: employee only about $475,990 at 4% or $317,327 at 6%; with 50% employer match about $317,327 at 4% or $211,551 at 6%; with 100% employer match about $237,995 at 4% or $158,663 at 6%. |
| Delaware Management Holdings Inc. Retirement Plan | - | 270 | $110,927,596 | $1,199,630 | $4,443iApproximate average salary by contribution assumption: employee only about $111,077 at 4% or $74,051 at 6%; with 50% employer match about $74,051 at 4% or $49,367 at 6%; with 100% employer match about $55,538 at 4% or $37,026 at 6%. |
| 2017 | 2 | 526 | $296,024,432 | $11,062,474 | $21,031iApproximate average salary by contribution assumption: employee only about $525,783 at 4% or $350,522 at 6%; with 50% employer match about $350,522 at 4% or $233,681 at 6%; with 100% employer match about $262,891 at 4% or $175,261 at 6%. |
| Delaware Management Holdings Inc. Employees' Savings and 401(K) Plan | - | 526 | $176,291,603 | $9,771,891 | $18,578iApproximate average salary by contribution assumption: employee only about $464,443 at 4% or $309,629 at 6%; with 50% employer match about $309,629 at 4% or $206,419 at 6%; with 100% employer match about $232,222 at 4% or $154,814 at 6%. |
| Delaware Management Holdings Inc. Retirement Plan | - | 307 | $119,732,829 | $1,290,583 | $4,204iApproximate average salary by contribution assumption: employee only about $105,096 at 4% or $70,064 at 6%; with 50% employer match about $70,064 at 4% or $46,709 at 6%; with 100% employer match about $52,548 at 4% or $35,032 at 6%. |
| 2016 | 2 | 526 | $256,922,425 | $10,551,351 | $20,060iApproximate average salary by contribution assumption: employee only about $501,490 at 4% or $334,327 at 6%; with 50% employer match about $334,327 at 4% or $222,884 at 6%; with 100% employer match about $250,745 at 4% or $167,163 at 6%. |
| Delaware Management Holdings Inc. Employees' Savings and 401(K) Plan | - | 526 | $150,488,830 | $9,201,590 | $17,494iApproximate average salary by contribution assumption: employee only about $437,338 at 4% or $291,559 at 6%; with 50% employer match about $291,559 at 4% or $194,372 at 6%; with 100% employer match about $218,669 at 4% or $145,779 at 6%. |
| Delaware Management Holdings Inc. Retirement Plan | - | 320 | $106,433,595 | $1,349,761 | $4,218iApproximate average salary by contribution assumption: employee only about $105,450 at 4% or $70,300 at 6%; with 50% employer match about $70,300 at 4% or $46,867 at 6%; with 100% employer match about $52,725 at 4% or $35,150 at 6%. |
| 2015 | 2 | 518 | $239,554,605 | $10,205,061 | $19,701iApproximate average salary by contribution assumption: employee only about $492,522 at 4% or $328,348 at 6%; with 50% employer match about $328,348 at 4% or $218,899 at 6%; with 100% employer match about $246,261 at 4% or $164,174 at 6%. |
| Delaware Management Holdings Inc. Employees' Savings and 401(K) Plan | - | 518 | $138,315,784 | $8,763,604 | $16,918iApproximate average salary by contribution assumption: employee only about $422,954 at 4% or $281,969 at 6%; with 50% employer match about $281,969 at 4% or $187,979 at 6%; with 100% employer match about $211,477 at 4% or $140,985 at 6%. |
| Delaware Management Holdings Inc. Retirement Plan | - | 339 | $101,238,821 | $1,441,457 | $4,252iApproximate average salary by contribution assumption: employee only about $106,302 at 4% or $70,868 at 6%; with 50% employer match about $70,868 at 4% or $47,245 at 6%; with 100% employer match about $53,151 at 4% or $35,434 at 6%. |
| 2014 | 2 | 568 | $242,153,707 | $10,038,634 | $17,674iApproximate average salary by contribution assumption: employee only about $441,841 at 4% or $294,561 at 6%; with 50% employer match about $294,561 at 4% or $196,374 at 6%; with 100% employer match about $220,921 at 4% or $147,280 at 6%. |
| Delaware Management Holdings Inc. Employees' Savings and 401(K) Plan | - | 568 | $136,479,106 | $8,513,406 | $14,988iApproximate average salary by contribution assumption: employee only about $374,710 at 4% or $249,807 at 6%; with 50% employer match about $249,807 at 4% or $166,538 at 6%; with 100% employer match about $187,355 at 4% or $124,903 at 6%. |
| Delaware Management Holdings Inc. Retirement Plan | - | 378 | $105,674,601 | $1,525,228 | $4,035iApproximate average salary by contribution assumption: employee only about $100,875 at 4% or $67,250 at 6%; with 50% employer match about $67,250 at 4% or $44,833 at 6%; with 100% employer match about $50,437 at 4% or $33,625 at 6%. |
| 2013 | 2 | 567 | $227,546,245 | $10,410,049 | $18,360iApproximate average salary by contribution assumption: employee only about $458,997 at 4% or $305,998 at 6%; with 50% employer match about $305,998 at 4% or $203,999 at 6%; with 100% employer match about $229,498 at 4% or $152,999 at 6%. |
| Delaware Management Holdings Inc. Employees' Savings and 401(K) Plan | - | 567 | $123,373,523 | $8,757,824 | $15,446iApproximate average salary by contribution assumption: employee only about $386,147 at 4% or $257,432 at 6%; with 50% employer match about $257,432 at 4% or $171,621 at 6%; with 100% employer match about $193,074 at 4% or $128,716 at 6%. |
| Delaware Management Holdings Inc. Retirement Plan | - | 410 | $104,172,722 | $1,652,225 | $4,030iApproximate average salary by contribution assumption: employee only about $100,745 at 4% or $67,164 at 6%; with 50% employer match about $67,164 at 4% or $44,776 at 6%; with 100% employer match about $50,373 at 4% or $33,582 at 6%. |
| 2012 | 2 | 527 | $184,574,578 | $9,645,467 | $18,303iApproximate average salary by contribution assumption: employee only about $457,565 at 4% or $305,043 at 6%; with 50% employer match about $305,043 at 4% or $203,362 at 6%; with 100% employer match about $228,782 at 4% or $152,522 at 6%. |
| Delaware Management Holdings Inc. Employees' Savings and 401(K) Plan | - | 527 | $94,621,109 | $7,941,038 | $15,068iApproximate average salary by contribution assumption: employee only about $376,710 at 4% or $251,140 at 6%; with 50% employer match about $251,140 at 4% or $167,426 at 6%; with 100% employer match about $188,355 at 4% or $125,570 at 6%. |
| Delaware Management Holdings Inc. Retirement Plan | - | 428 | $89,953,469 | $1,704,429 | $3,982iApproximate average salary by contribution assumption: employee only about $99,558 at 4% or $66,372 at 6%; with 50% employer match about $66,372 at 4% or $44,248 at 6%; with 100% employer match about $49,779 at 4% or $33,186 at 6%. |
| 2011 | 2 | 553 | $165,523,376 | $9,503,001 | $17,184iApproximate average salary by contribution assumption: employee only about $429,611 at 4% or $286,408 at 6%; with 50% employer match about $286,408 at 4% or $190,938 at 6%; with 100% employer match about $214,806 at 4% or $143,204 at 6%. |
| Delaware Management Holdings Inc. Retirement Plan | - | 457 | $85,628,730 | $2,181,134 | $4,773iApproximate average salary by contribution assumption: employee only about $119,318 at 4% or $79,545 at 6%; with 50% employer match about $79,545 at 4% or $53,030 at 6%; with 100% employer match about $59,659 at 4% or $39,773 at 6%. |
| Delaware Management Holdings Inc. Employees' Savings and 401(K) Plan | - | 553 | $79,894,646 | $7,321,867 | $13,240iApproximate average salary by contribution assumption: employee only about $331,007 at 4% or $220,671 at 6%; with 50% employer match about $220,671 at 4% or $147,114 at 6%; with 100% employer match about $165,503 at 4% or $110,336 at 6%. |
| 2010 | 2 | 560 | $167,654,378 | $10,123,451 | $18,078iApproximate average salary by contribution assumption: employee only about $451,940 at 4% or $301,293 at 6%; with 50% employer match about $301,293 at 4% or $200,862 at 6%; with 100% employer match about $225,970 at 4% or $150,647 at 6%. |
| Delaware Management Holdings Inc. Retirement Plan | - | 476 | $88,392,113 | $2,001,916 | $4,206iApproximate average salary by contribution assumption: employee only about $105,143 at 4% or $70,095 at 6%; with 50% employer match about $70,095 at 4% or $46,730 at 6%; with 100% employer match about $52,571 at 4% or $35,048 at 6%. |
| Delaware Management Holdings Inc. Employees' Savings and 401(K) Plan | - | 560 | $79,262,265 | $8,121,535 | $14,503iApproximate average salary by contribution assumption: employee only about $362,569 at 4% or $241,712 at 6%; with 50% employer match about $241,712 at 4% or $161,142 at 6%; with 100% employer match about $181,284 at 4% or $120,856 at 6%. |
| 2009 | 2 | 822 | $150,119,647 | $14,039,293 | $17,079iApproximate average salary by contribution assumption: employee only about $426,986 at 4% or $284,657 at 6%; with 50% employer match about $284,657 at 4% or $189,771 at 6%; with 100% employer match about $213,493 at 4% or $142,329 at 6%. |
| Delaware Management Holdings Inc. Retirement Plan | - | 822 | $87,090,152 | $5,320,170 | $6,472iApproximate average salary by contribution assumption: employee only about $161,806 at 4% or $107,870 at 6%; with 50% employer match about $107,870 at 4% or $71,914 at 6%; with 100% employer match about $80,903 at 4% or $53,935 at 6%. |
| Delaware Management Holdings Inc. Employees' Savings and 401(K) Plan | - | 637 | $63,029,495 | $8,719,123 | $13,688iApproximate average salary by contribution assumption: employee only about $342,195 at 4% or $228,130 at 6%; with 50% employer match about $228,130 at 4% or $152,087 at 6%; with 100% employer match about $171,097 at 4% or $114,065 at 6%. |
| 2008 | 2 | 873 | $112,080,974 | $12,713,804 | $14,563iApproximate average salary by contribution assumption: employee only about $364,084 at 4% or $242,722 at 6%; with 50% employer match about $242,722 at 4% or $161,815 at 6%; with 100% employer match about $182,042 at 4% or $121,361 at 6%. |
| Delaware Management Holdings Inc. Retirement Plan | - | 873 | $67,159,600 | $5,221,909 | $5,982iApproximate average salary by contribution assumption: employee only about $149,539 at 4% or $99,693 at 6%; with 50% employer match about $99,693 at 4% or $66,462 at 6%; with 100% employer match about $74,770 at 4% or $49,846 at 6%. |
| Delaware Management Holdings Inc. Employees' Savings and 401(K) Plan | - | 642 | $44,921,374 | $7,491,895 | $11,670iApproximate average salary by contribution assumption: employee only about $291,740 at 4% or $194,494 at 6%; with 50% employer match about $194,494 at 4% or $129,662 at 6%; with 100% employer match about $145,870 at 4% or $97,247 at 6%. |
| 2007 | 1 | 856 | $101,624,629 | $4,289,933 | $5,012iApproximate average salary by contribution assumption: employee only about $125,290 at 4% or $83,527 at 6%; with 50% employer match about $83,527 at 4% or $55,684 at 6%; with 100% employer match about $62,645 at 4% or $41,763 at 6%. |
| Delaware Management Holdings Inc. Retirement Plan | - | 856 | $101,624,629 | $4,289,933 | $5,012iApproximate average salary by contribution assumption: employee only about $125,290 at 4% or $83,527 at 6%; with 50% employer match about $83,527 at 4% or $55,684 at 6%; with 100% employer match about $62,645 at 4% or $41,763 at 6%. |
| 2006 | 1 | 920 | $100,202,368 | $5,902,770 | $6,416iApproximate average salary by contribution assumption: employee only about $160,401 at 4% or $106,934 at 6%; with 50% employer match about $106,934 at 4% or $71,289 at 6%; with 100% employer match about $80,201 at 4% or $53,467 at 6%. |
| Delaware Management Holdings Inc. Retirement Plan | - | 920 | $100,202,368 | $5,902,770 | $6,416iApproximate average salary by contribution assumption: employee only about $160,401 at 4% or $106,934 at 6%; with 50% employer match about $106,934 at 4% or $71,289 at 6%; with 100% employer match about $80,201 at 4% or $53,467 at 6%. |
| 2005 | 1 | 934 | $89,512,296 | $5,808,963 | $6,219iApproximate average salary by contribution assumption: employee only about $155,486 at 4% or $103,657 at 6%; with 50% employer match about $103,657 at 4% or $69,105 at 6%; with 100% employer match about $77,743 at 4% or $51,829 at 6%. |
| Delaware Management Holdings Inc. Retirement Plan | - | 934 | $89,512,296 | $5,808,963 | $6,219iApproximate average salary by contribution assumption: employee only about $155,486 at 4% or $103,657 at 6%; with 50% employer match about $103,657 at 4% or $69,105 at 6%; with 100% employer match about $77,743 at 4% or $51,829 at 6%. |
| 2004 | 2 | 980 | $82,567,842 | $5,440,533 | $5,552iApproximate average salary by contribution assumption: employee only about $138,789 at 4% or $92,526 at 6%; with 50% employer match about $92,526 at 4% or $61,684 at 6%; with 100% employer match about $69,395 at 4% or $46,263 at 6%. |
| Delaware Management Holdings Inc. Retirement Plan | - | 980 | $82,567,842 | $5,440,533 | $5,552iApproximate average salary by contribution assumption: employee only about $138,789 at 4% or $92,526 at 6%; with 50% employer match about $92,526 at 4% or $61,684 at 6%; with 100% employer match about $69,395 at 4% or $46,263 at 6%. |
| Delaware Management Holdings Inc. Flexible Benefits Program | - | 0 | - | - | - |
| 2003 | 2 | 1,093 | $73,796,226 | $5,733,526 | $5,246iApproximate average salary by contribution assumption: employee only about $131,142 at 4% or $87,428 at 6%; with 50% employer match about $87,428 at 4% or $58,285 at 6%; with 100% employer match about $65,571 at 4% or $43,714 at 6%. |
| Delaware Management Holdings Inc. Retirement Plan | - | 1,077 | $73,796,226 | $5,733,526 | $5,324iApproximate average salary by contribution assumption: employee only about $133,090 at 4% or $88,727 at 6%; with 50% employer match about $88,727 at 4% or $59,151 at 6%; with 100% employer match about $66,545 at 4% or $44,363 at 6%. |
| Delaware Management Holdings Inc. Flexible Benefits Program | - | 1,093 | - | - | - |
| 2002 | 2 | 1,163 | $59,170,921 | $5,889,490 | $5,064iApproximate average salary by contribution assumption: employee only about $126,601 at 4% or $84,401 at 6%; with 50% employer match about $84,401 at 4% or $56,267 at 6%; with 100% employer match about $63,301 at 4% or $42,200 at 6%. |
| Delaware Management Holdings Inc. Retirement Plan | - | 1,138 | $59,170,921 | $5,889,490 | $5,175iApproximate average salary by contribution assumption: employee only about $129,382 at 4% or $86,255 at 6%; with 50% employer match about $86,255 at 4% or $57,503 at 6%; with 100% employer match about $64,691 at 4% or $43,127 at 6%. |
| Delaware Management Holdings Inc. Flexible Benefits Program | - | 1,163 | - | - | - |
| 2001 | 3 | 1,233 | $64,242,767 | $4,241,916 | $3,440iApproximate average salary by contribution assumption: employee only about $86,008 at 4% or $57,339 at 6%; with 50% employer match about $57,339 at 4% or $38,226 at 6%; with 100% employer match about $43,004 at 4% or $28,669 at 6%. |
| Delaware Management Holdings Inc. Retirement Plan | - | 750 | $64,242,767 | $4,241,916 | $5,656iApproximate average salary by contribution assumption: employee only about $141,397 at 4% or $94,265 at 6%; with 50% employer match about $94,265 at 4% or $62,843 at 6%; with 100% employer match about $70,699 at 4% or $47,132 at 6%. |
| Delaware Management Holdings Inc. Flexible Benefits Program | - | 1,233 | - | - | - |
| DELAWARE MANAGEMENT HOLDINGS, INC. GROUP VARIABLE UNIVERSAL LIFE INSURANCE PROGRAM | - | 0 | - | - | - |
| 2000 | 2 | 1,023 | $0 | $0 | - |
| Delaware Management Holdings Inc. Flexible Benefits Program | - | 1,023 | - | - | - |
| DELAWARE MANAGEMENT HOLDINGS, INC. GROUP VARIABLE UNIVERSAL LIFE INSURANCE PROGRAM | - | 15 | - | - | - |
| 1999 | 1 | 1,030 | $0 | $0 | - |
| Delaware Management Holdings Inc. Flexible Benefits Program | - | 1,030 | - | - | - |