Susan B. Anthony House, The
Plan context: Susan B. Anthony House, the 403(B) DC Plan
EIN 23-7098699 • Rochester, NY • 21 filings • 9 plans
Current Snapshot
Latest Year
2024
2024 Participants
16
2024 Assets
$1,109,457
2024 Contributions
$68,180
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 | 16 | $1,109,457 | $68,180 | $4,261iApproximate average salary by contribution assumption: employee only about $106,531 at 4% or $71,021 at 6%; with 50% employer match about $71,021 at 4% or $47,347 at 6%; with 100% employer match about $53,266 at 4% or $35,510 at 6%. |
| Susan B. Anthony House, the 403(B) DC Plan | - | 16 | $1,109,457 | $68,180 | $4,261iApproximate average salary by contribution assumption: employee only about $106,531 at 4% or $71,021 at 6%; with 50% employer match about $71,021 at 4% or $47,347 at 6%; with 100% employer match about $53,266 at 4% or $35,510 at 6%. |
| 2023 | 1 | 13 | $855,512 | $66,697 | $5,131iApproximate average salary by contribution assumption: employee only about $128,263 at 4% or $85,509 at 6%; with 50% employer match about $85,509 at 4% or $57,006 at 6%; with 100% employer match about $64,132 at 4% or $42,754 at 6%. |
| Susan B. Anthony House, the 403(B) DC Plan | - | 13 | $855,512 | $66,697 | $5,131iApproximate average salary by contribution assumption: employee only about $128,263 at 4% or $85,509 at 6%; with 50% employer match about $85,509 at 4% or $57,006 at 6%; with 100% employer match about $64,132 at 4% or $42,754 at 6%. |
| 2022 | 1 | 11 | $611,539 | $57,986 | $5,271iApproximate average salary by contribution assumption: employee only about $131,786 at 4% or $87,858 at 6%; with 50% employer match about $87,858 at 4% or $58,572 at 6%; with 100% employer match about $65,893 at 4% or $43,929 at 6%. |
| Susan B. Anthony House, the 403(B) DC Plan | - | 11 | $611,539 | $57,986 | $5,271iApproximate average salary by contribution assumption: employee only about $131,786 at 4% or $87,858 at 6%; with 50% employer match about $87,858 at 4% or $58,572 at 6%; with 100% employer match about $65,893 at 4% or $43,929 at 6%. |
| 2021 | 1 | 7 | $724,656 | $55,441 | $7,920iApproximate average salary by contribution assumption: employee only about $198,004 at 4% or $132,002 at 6%; with 50% employer match about $132,002 at 4% or $88,002 at 6%; with 100% employer match about $99,002 at 4% or $66,001 at 6%. |
| Susan B. Anthony House, the 403(B) DC Plan | - | 7 | $724,656 | $55,441 | $7,920iApproximate average salary by contribution assumption: employee only about $198,004 at 4% or $132,002 at 6%; with 50% employer match about $132,002 at 4% or $88,002 at 6%; with 100% employer match about $99,002 at 4% or $66,001 at 6%. |
| 2020 | 1 | 5 | $576,858 | $34,366 | $6,873iApproximate average salary by contribution assumption: employee only about $171,830 at 4% or $114,553 at 6%; with 50% employer match about $114,553 at 4% or $76,369 at 6%; with 100% employer match about $85,915 at 4% or $57,277 at 6%. |
| Susan B. Anthony House, the 403(B) DC Plan | - | 5 | $576,858 | $34,366 | $6,873iApproximate average salary by contribution assumption: employee only about $171,830 at 4% or $114,553 at 6%; with 50% employer match about $114,553 at 4% or $76,369 at 6%; with 100% employer match about $85,915 at 4% or $57,277 at 6%. |
| 2019 | 1 | 5 | $435,979 | $35,154 | $7,031iApproximate average salary by contribution assumption: employee only about $175,770 at 4% or $117,180 at 6%; with 50% employer match about $117,180 at 4% or $78,120 at 6%; with 100% employer match about $87,885 at 4% or $58,590 at 6%. |
| Susan B. Anthony House, the 403(B) DC Plan | - | 5 | $435,979 | $35,154 | $7,031iApproximate average salary by contribution assumption: employee only about $175,770 at 4% or $117,180 at 6%; with 50% employer match about $117,180 at 4% or $78,120 at 6%; with 100% employer match about $87,885 at 4% or $58,590 at 6%. |
| 2018 | 1 | 10 | $321,949 | $36,609 | $3,661iApproximate average salary by contribution assumption: employee only about $91,523 at 4% or $61,015 at 6%; with 50% employer match about $61,015 at 4% or $40,677 at 6%; with 100% employer match about $45,761 at 4% or $30,508 at 6%. |
| Susan B. Anthony House, the 403(B) DC Plan | - | 10 | $321,949 | $36,609 | $3,661iApproximate average salary by contribution assumption: employee only about $91,523 at 4% or $61,015 at 6%; with 50% employer match about $61,015 at 4% or $40,677 at 6%; with 100% employer match about $45,761 at 4% or $30,508 at 6%. |
| 2017 | 1 | 8 | $304,406 | $37,769 | $4,721iApproximate average salary by contribution assumption: employee only about $118,028 at 4% or $78,685 at 6%; with 50% employer match about $78,685 at 4% or $52,457 at 6%; with 100% employer match about $59,014 at 4% or $39,343 at 6%. |
| Susan B. Anthony House, the 403(B) DC Plan | - | 8 | $304,406 | $37,769 | $4,721iApproximate average salary by contribution assumption: employee only about $118,028 at 4% or $78,685 at 6%; with 50% employer match about $78,685 at 4% or $52,457 at 6%; with 100% employer match about $59,014 at 4% or $39,343 at 6%. |
| 2016 | 1 | 6 | $224,728 | $37,037 | $6,173iApproximate average salary by contribution assumption: employee only about $154,321 at 4% or $102,881 at 6%; with 50% employer match about $102,881 at 4% or $68,587 at 6%; with 100% employer match about $77,160 at 4% or $51,440 at 6%. |
| Susan B. Anthony House, the 403(B) DC Plan | - | 6 | $224,728 | $37,037 | $6,173iApproximate average salary by contribution assumption: employee only about $154,321 at 4% or $102,881 at 6%; with 50% employer match about $102,881 at 4% or $68,587 at 6%; with 100% employer match about $77,160 at 4% or $51,440 at 6%. |
| 2015 | 1 | 7 | $179,619 | $30,856 | $4,408iApproximate average salary by contribution assumption: employee only about $110,200 at 4% or $73,467 at 6%; with 50% employer match about $73,467 at 4% or $48,978 at 6%; with 100% employer match about $55,100 at 4% or $36,733 at 6%. |
| Susan B. Anthony House, the 403(B) DC Plan | - | 7 | $179,619 | $30,856 | $4,408iApproximate average salary by contribution assumption: employee only about $110,200 at 4% or $73,467 at 6%; with 50% employer match about $73,467 at 4% or $48,978 at 6%; with 100% employer match about $55,100 at 4% or $36,733 at 6%. |
| 2014 | 1 | 6 | $172,301 | $24,078 | $4,013iApproximate average salary by contribution assumption: employee only about $100,325 at 4% or $66,883 at 6%; with 50% employer match about $66,883 at 4% or $44,589 at 6%; with 100% employer match about $50,163 at 4% or $33,442 at 6%. |
| Susan B. Anthony House, the 403(B) DC Plan | - | 6 | $172,301 | $24,078 | $4,013iApproximate average salary by contribution assumption: employee only about $100,325 at 4% or $66,883 at 6%; with 50% employer match about $66,883 at 4% or $44,589 at 6%; with 100% employer match about $50,163 at 4% or $33,442 at 6%. |
| 2013 | 1 | 5 | $180,189 | $24,415 | $4,883iApproximate average salary by contribution assumption: employee only about $122,075 at 4% or $81,383 at 6%; with 50% employer match about $81,383 at 4% or $54,256 at 6%; with 100% employer match about $61,038 at 4% or $40,692 at 6%. |
| Susan B. Anthony House, the 403(B) DC Plan | - | 5 | $180,189 | $24,415 | $4,883iApproximate average salary by contribution assumption: employee only about $122,075 at 4% or $81,383 at 6%; with 50% employer match about $81,383 at 4% or $54,256 at 6%; with 100% employer match about $61,038 at 4% or $40,692 at 6%. |
| 2012 | 1 | 3 | $132,667 | $14,835 | $4,945iApproximate average salary by contribution assumption: employee only about $123,625 at 4% or $82,417 at 6%; with 50% employer match about $82,417 at 4% or $54,944 at 6%; with 100% employer match about $61,813 at 4% or $41,208 at 6%. |
| Susan B. Anthony House, the 403(B) DC Plan | - | 3 | $132,667 | $14,835 | $4,945iApproximate average salary by contribution assumption: employee only about $123,625 at 4% or $82,417 at 6%; with 50% employer match about $82,417 at 4% or $54,944 at 6%; with 100% employer match about $61,813 at 4% or $41,208 at 6%. |
| 2011 | 1 | 2 | $106,973 | $10,445 | $5,223iApproximate average salary by contribution assumption: employee only about $130,563 at 4% or $87,042 at 6%; with 50% employer match about $87,042 at 4% or $58,028 at 6%; with 100% employer match about $65,281 at 4% or $43,521 at 6%. |
| Susan B. Anthony House, the 403(B) DC Plan | - | 2 | $106,973 | $10,445 | $5,223iApproximate average salary by contribution assumption: employee only about $130,563 at 4% or $87,042 at 6%; with 50% employer match about $87,042 at 4% or $58,028 at 6%; with 100% employer match about $65,281 at 4% or $43,521 at 6%. |
| 2010 | 1 | 2 | $107,290 | $10,058 | $5,029iApproximate average salary by contribution assumption: employee only about $125,725 at 4% or $83,817 at 6%; with 50% employer match about $83,817 at 4% or $55,878 at 6%; with 100% employer match about $62,863 at 4% or $41,908 at 6%. |
| Susan B. Anthony House, the 403(B) DC Plan | - | 2 | $107,290 | $10,058 | $5,029iApproximate average salary by contribution assumption: employee only about $125,725 at 4% or $83,817 at 6%; with 50% employer match about $83,817 at 4% or $55,878 at 6%; with 100% employer match about $62,863 at 4% or $41,908 at 6%. |
| 2009 | 1 | 2 | $87,467 | $10,058 | $5,029iApproximate average salary by contribution assumption: employee only about $125,725 at 4% or $83,817 at 6%; with 50% employer match about $83,817 at 4% or $55,878 at 6%; with 100% employer match about $62,863 at 4% or $41,908 at 6%. |
| Susan B. Anthony House, the 403(B) DC Plan | - | 2 | $87,467 | $10,058 | $5,029iApproximate average salary by contribution assumption: employee only about $125,725 at 4% or $83,817 at 6%; with 50% employer match about $83,817 at 4% or $55,878 at 6%; with 100% employer match about $62,863 at 4% or $41,908 at 6%. |
| 2004 | 1 | 0 | $0 | $0 | - |
| Susan B. Anthony House, the 403(B) DC Plan | - | 0 | - | - | - |
| 2003 | 1 | 0 | $0 | $0 | - |
| Susan B. Anthony House, the 403(B) DC Plan | - | 0 | - | - | - |
| 2002 | 1 | 0 | $0 | $0 | - |
| Susan B. Anthony House, the 403(B) DC Plan | - | 0 | - | - | - |
| 2001 | 1 | 0 | $0 | $0 | - |
| Susan B. Anthony House, the 403(B) DC Plan | - | 0 | - | - | - |
| 2000 | 1 | 2 | $0 | $0 | - |
| Susan B. Anthony House, the 403(B) DC Plan | - | 2 | - | - | - |