The Barra Foundation Inc
Plan context: The Barra Foundation Inc 401(K) Profit Sharing Plan & Trust
EIN 23-6277885 • Philadelphia, PA • 20 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
9
2024 Assets
$1,317,624
2024 Contributions
$109,226
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 | 9 | $1,317,624 | $109,226 | $12,136iApproximate average salary by contribution assumption: employee only about $303,406 at 4% or $202,270 at 6%; with 50% employer match about $202,270 at 4% or $134,847 at 6%; with 100% employer match about $151,703 at 4% or $101,135 at 6%. |
| The Barra Foundation Inc 401(K) Profit Sharing Plan & Trust | - | 9 | $1,317,624 | $109,226 | $12,136iApproximate average salary by contribution assumption: employee only about $303,406 at 4% or $202,270 at 6%; with 50% employer match about $202,270 at 4% or $134,847 at 6%; with 100% employer match about $151,703 at 4% or $101,135 at 6%. |
| 2023 | 1 | 9 | $1,051,804 | $113,969 | $12,663iApproximate average salary by contribution assumption: employee only about $316,581 at 4% or $211,054 at 6%; with 50% employer match about $211,054 at 4% or $140,702 at 6%; with 100% employer match about $158,290 at 4% or $105,527 at 6%. |
| The Barra Foundation Inc 401(K) Profit Sharing Plan & Trust | - | 9 | $1,051,804 | $113,969 | $12,663iApproximate average salary by contribution assumption: employee only about $316,581 at 4% or $211,054 at 6%; with 50% employer match about $211,054 at 4% or $140,702 at 6%; with 100% employer match about $158,290 at 4% or $105,527 at 6%. |
| 2022 | 1 | 7 | $799,163 | $59,429 | $8,490iApproximate average salary by contribution assumption: employee only about $212,246 at 4% or $141,498 at 6%; with 50% employer match about $141,498 at 4% or $94,332 at 6%; with 100% employer match about $106,123 at 4% or $70,749 at 6%. |
| The Barra Foundation Inc 401(K) Profit Sharing Plan & Trust | - | 7 | $799,163 | $59,429 | $8,490iApproximate average salary by contribution assumption: employee only about $212,246 at 4% or $141,498 at 6%; with 50% employer match about $141,498 at 4% or $94,332 at 6%; with 100% employer match about $106,123 at 4% or $70,749 at 6%. |
| 2021 | 1 | 7 | $910,714 | $64,723 | $9,246iApproximate average salary by contribution assumption: employee only about $231,154 at 4% or $154,102 at 6%; with 50% employer match about $154,102 at 4% or $102,735 at 6%; with 100% employer match about $115,577 at 4% or $77,051 at 6%. |
| The Barra Foundation Inc 401(K) Profit Sharing Plan & Trust | - | 7 | $910,714 | $64,723 | $9,246iApproximate average salary by contribution assumption: employee only about $231,154 at 4% or $154,102 at 6%; with 50% employer match about $154,102 at 4% or $102,735 at 6%; with 100% employer match about $115,577 at 4% or $77,051 at 6%. |
| 2020 | 1 | 7 | $716,101 | $67,693 | $9,670iApproximate average salary by contribution assumption: employee only about $241,761 at 4% or $161,174 at 6%; with 50% employer match about $161,174 at 4% or $107,449 at 6%; with 100% employer match about $120,880 at 4% or $80,587 at 6%. |
| The Barra Foundation Inc 401(K) Profit Sharing Plan & Trust | - | 7 | $716,101 | $67,693 | $9,670iApproximate average salary by contribution assumption: employee only about $241,761 at 4% or $161,174 at 6%; with 50% employer match about $161,174 at 4% or $107,449 at 6%; with 100% employer match about $120,880 at 4% or $80,587 at 6%. |
| 2019 | 1 | 5 | $562,318 | $42,042 | $8,408iApproximate average salary by contribution assumption: employee only about $210,210 at 4% or $140,140 at 6%; with 50% employer match about $140,140 at 4% or $93,427 at 6%; with 100% employer match about $105,105 at 4% or $70,070 at 6%. |
| The Barra Foundation Inc 401(K) Profit Sharing Plan & Trust | - | 5 | $562,318 | $42,042 | $8,408iApproximate average salary by contribution assumption: employee only about $210,210 at 4% or $140,140 at 6%; with 50% employer match about $140,140 at 4% or $93,427 at 6%; with 100% employer match about $105,105 at 4% or $70,070 at 6%. |
| 2018 | 1 | 5 | $407,927 | $56,833 | $11,367iApproximate average salary by contribution assumption: employee only about $284,165 at 4% or $189,443 at 6%; with 50% employer match about $189,443 at 4% or $126,296 at 6%; with 100% employer match about $142,083 at 4% or $94,722 at 6%. |
| The Barra Foundation Inc 401(K) Profit Sharing Plan & Trust | - | 5 | $407,927 | $56,833 | $11,367iApproximate average salary by contribution assumption: employee only about $284,165 at 4% or $189,443 at 6%; with 50% employer match about $189,443 at 4% or $126,296 at 6%; with 100% employer match about $142,083 at 4% or $94,722 at 6%. |
| 2017 | 1 | 4 | $382,625 | $47,273 | $11,818iApproximate average salary by contribution assumption: employee only about $295,456 at 4% or $196,971 at 6%; with 50% employer match about $196,971 at 4% or $131,314 at 6%; with 100% employer match about $147,728 at 4% or $98,485 at 6%. |
| The Barra Foundation Inc 401(K) Profit Sharing Plan & Trust | - | 4 | $382,625 | $47,273 | $11,818iApproximate average salary by contribution assumption: employee only about $295,456 at 4% or $196,971 at 6%; with 50% employer match about $196,971 at 4% or $131,314 at 6%; with 100% employer match about $147,728 at 4% or $98,485 at 6%. |
| 2016 | 1 | 4 | $279,415 | $47,059 | $11,765iApproximate average salary by contribution assumption: employee only about $294,119 at 4% or $196,079 at 6%; with 50% employer match about $196,079 at 4% or $130,719 at 6%; with 100% employer match about $147,059 at 4% or $98,040 at 6%. |
| The Barra Foundation Inc 401(K) Profit Sharing Plan & Trust | - | 4 | $279,415 | $47,059 | $11,765iApproximate average salary by contribution assumption: employee only about $294,119 at 4% or $196,079 at 6%; with 50% employer match about $196,079 at 4% or $130,719 at 6%; with 100% employer match about $147,059 at 4% or $98,040 at 6%. |
| 2015 | 1 | 4 | $207,810 | $45,860 | $11,465iApproximate average salary by contribution assumption: employee only about $286,625 at 4% or $191,083 at 6%; with 50% employer match about $191,083 at 4% or $127,389 at 6%; with 100% employer match about $143,313 at 4% or $95,542 at 6%. |
| The Barra Foundation Inc 401(K) Profit Sharing Plan & Trust | - | 4 | $207,810 | $45,860 | $11,465iApproximate average salary by contribution assumption: employee only about $286,625 at 4% or $191,083 at 6%; with 50% employer match about $191,083 at 4% or $127,389 at 6%; with 100% employer match about $143,313 at 4% or $95,542 at 6%. |
| 2014 | 1 | 4 | $171,992 | $43,689 | $10,922iApproximate average salary by contribution assumption: employee only about $273,056 at 4% or $182,038 at 6%; with 50% employer match about $182,038 at 4% or $121,358 at 6%; with 100% employer match about $136,528 at 4% or $91,019 at 6%. |
| The Barra Foundation Inc 401(K) Profit Sharing Plan & Trust | - | 4 | $171,992 | $43,689 | $10,922iApproximate average salary by contribution assumption: employee only about $273,056 at 4% or $182,038 at 6%; with 50% employer match about $182,038 at 4% or $121,358 at 6%; with 100% employer match about $136,528 at 4% or $91,019 at 6%. |
| 2013 | 1 | 4 | $125,552 | $49,802 | $12,451iApproximate average salary by contribution assumption: employee only about $311,263 at 4% or $207,508 at 6%; with 50% employer match about $207,508 at 4% or $138,339 at 6%; with 100% employer match about $155,631 at 4% or $103,754 at 6%. |
| The Barra Foundation Inc 401(K) Profit Sharing Plan & Trust | - | 4 | $125,552 | $49,802 | $12,451iApproximate average salary by contribution assumption: employee only about $311,263 at 4% or $207,508 at 6%; with 50% employer match about $207,508 at 4% or $138,339 at 6%; with 100% employer match about $155,631 at 4% or $103,754 at 6%. |
| 2012 | 1 | 2 | $54,879 | $18,426 | $9,213iApproximate average salary by contribution assumption: employee only about $230,325 at 4% or $153,550 at 6%; with 50% employer match about $153,550 at 4% or $102,367 at 6%; with 100% employer match about $115,163 at 4% or $76,775 at 6%. |
| The Barra Foundation Inc 401(K) Profit Sharing Plan & Trust | - | 2 | $54,879 | $18,426 | $9,213iApproximate average salary by contribution assumption: employee only about $230,325 at 4% or $153,550 at 6%; with 50% employer match about $153,550 at 4% or $102,367 at 6%; with 100% employer match about $115,163 at 4% or $76,775 at 6%. |
| 2011 | 1 | 2 | $30,944 | $14,777 | $7,389iApproximate average salary by contribution assumption: employee only about $184,713 at 4% or $123,142 at 6%; with 50% employer match about $123,142 at 4% or $82,094 at 6%; with 100% employer match about $92,356 at 4% or $61,571 at 6%. |
| The Barra Foundation Inc 401(K) Profit Sharing Plan & Trust | - | 2 | $30,944 | $14,777 | $7,389iApproximate average salary by contribution assumption: employee only about $184,713 at 4% or $123,142 at 6%; with 50% employer match about $123,142 at 4% or $82,094 at 6%; with 100% employer match about $92,356 at 4% or $61,571 at 6%. |
| 2010 | 1 | 0 | $0 | $96,269 | - |
| The Barra Foundation Inc 401(K) Profit Sharing Plan & Trust | - | 0 | $0 | $96,269 | - |
| 2009 | 1 | 2 | $377,383 | $8,709 | $4,355iApproximate average salary by contribution assumption: employee only about $108,863 at 4% or $72,575 at 6%; with 50% employer match about $72,575 at 4% or $48,383 at 6%; with 100% employer match about $54,431 at 4% or $36,288 at 6%. |
| The Barra Foundation Inc 401(K) Profit Sharing Plan & Trust | - | 2 | $377,383 | $8,709 | $4,355iApproximate average salary by contribution assumption: employee only about $108,863 at 4% or $72,575 at 6%; with 50% employer match about $72,575 at 4% or $48,383 at 6%; with 100% employer match about $54,431 at 4% or $36,288 at 6%. |
| 2008 | 1 | 2 | $356,799 | $19,603 | $9,802iApproximate average salary by contribution assumption: employee only about $245,038 at 4% or $163,358 at 6%; with 50% employer match about $163,358 at 4% or $108,906 at 6%; with 100% employer match about $122,519 at 4% or $81,679 at 6%. |
| The Barra Foundation Inc 401(K) Profit Sharing Plan & Trust | - | 2 | $356,799 | $19,603 | $9,802iApproximate average salary by contribution assumption: employee only about $245,038 at 4% or $163,358 at 6%; with 50% employer match about $163,358 at 4% or $108,906 at 6%; with 100% employer match about $122,519 at 4% or $81,679 at 6%. |
| 2007 | 1 | 2 | $0 | $0 | - |
| The Barra Foundation Inc 401(K) Profit Sharing Plan & Trust | - | 2 | - | - | - |
| 2005 | 1 | 2 | $199,569 | $100,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| The Barra Foundation Inc 401(K) Profit Sharing Plan & Trust | - | 2 | $199,569 | $100,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| 2004 | 1 | 2 | $98,667 | $100,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| The Barra Foundation Inc 401(K) Profit Sharing Plan & Trust | - | 2 | $98,667 | $100,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |