Burroughs Wellcome Fund
Plan context: The Burroughts Wellcome Fund 403B Plan
EIN 23-7225395 • Research Triangle Park, NC • 50 filings • 11 plans
Current Snapshot
Latest Year
2023
2023 Participants
30
2023 Assets
$19,017,834
2023 Contributions
$996,933
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 | 2 | 30 | $19,017,834 | $996,933 | $33,231iApproximate average salary by contribution assumption: employee only about $830,778 at 4% or $553,852 at 6%; with 50% employer match about $553,852 at 4% or $369,234 at 6%; with 100% employer match about $415,389 at 4% or $276,926 at 6%. |
| The Burroughts Wellcome Fund 403B Plan | - | 27 | $10,100,223 | $713,270 | $26,417iApproximate average salary by contribution assumption: employee only about $660,435 at 4% or $440,290 at 6%; with 50% employer match about $440,290 at 4% or $293,527 at 6%; with 100% employer match about $330,218 at 4% or $220,145 at 6%. |
| The Burroughs Wellcome Fund 401A Plan | - | 30 | $8,917,611 | $283,663 | $9,455iApproximate average salary by contribution assumption: employee only about $236,386 at 4% or $157,591 at 6%; with 50% employer match about $157,591 at 4% or $105,060 at 6%; with 100% employer match about $118,193 at 4% or $78,795 at 6%. |
| 2022 | 2 | 38 | $16,963,017 | $608,092 | $16,002iApproximate average salary by contribution assumption: employee only about $400,061 at 4% or $266,707 at 6%; with 50% employer match about $266,707 at 4% or $177,805 at 6%; with 100% employer match about $200,030 at 4% or $133,354 at 6%. |
| The Burroughts Wellcome Fund 403B Plan | - | 37 | $9,102,437 | $325,695 | $8,803iApproximate average salary by contribution assumption: employee only about $220,064 at 4% or $146,709 at 6%; with 50% employer match about $146,709 at 4% or $97,806 at 6%; with 100% employer match about $110,032 at 4% or $73,355 at 6%. |
| The Burroughs Wellcome Fund 401A Plan | - | 38 | $7,860,580 | $282,397 | $7,432iApproximate average salary by contribution assumption: employee only about $185,788 at 4% or $123,858 at 6%; with 50% employer match about $123,858 at 4% or $82,572 at 6%; with 100% employer match about $92,894 at 4% or $61,929 at 6%. |
| 2021 | 2 | 35 | $15,013,771 | $523,162 | $14,947iApproximate average salary by contribution assumption: employee only about $373,687 at 4% or $249,125 at 6%; with 50% employer match about $249,125 at 4% or $166,083 at 6%; with 100% employer match about $186,844 at 4% or $124,562 at 6%. |
| The Burroughts Wellcome Fund 403B Plan | - | 35 | $8,069,577 | $302,795 | $8,651iApproximate average salary by contribution assumption: employee only about $216,282 at 4% or $144,188 at 6%; with 50% employer match about $144,188 at 4% or $96,125 at 6%; with 100% employer match about $108,141 at 4% or $72,094 at 6%. |
| The Burroughs Wellcome Fund 401A Plan | - | 35 | $6,944,194 | $220,367 | $6,296iApproximate average salary by contribution assumption: employee only about $157,405 at 4% or $104,937 at 6%; with 50% employer match about $104,937 at 4% or $69,958 at 6%; with 100% employer match about $78,703 at 4% or $52,468 at 6%. |
| 2020 | 2 | 33 | $18,886,457 | $565,476 | $17,136iApproximate average salary by contribution assumption: employee only about $428,391 at 4% or $285,594 at 6%; with 50% employer match about $285,594 at 4% or $190,396 at 6%; with 100% employer match about $214,195 at 4% or $142,797 at 6%. |
| The Burroughts Wellcome Fund 403B Plan | - | 33 | $9,925,804 | $296,617 | $8,988iApproximate average salary by contribution assumption: employee only about $224,710 at 4% or $149,807 at 6%; with 50% employer match about $149,807 at 4% or $99,871 at 6%; with 100% employer match about $112,355 at 4% or $74,903 at 6%. |
| The Burroughs Wellcome Fund 401A Plan | - | 33 | $8,960,653 | $268,859 | $8,147iApproximate average salary by contribution assumption: employee only about $203,681 at 4% or $135,787 at 6%; with 50% employer match about $135,787 at 4% or $90,525 at 6%; with 100% employer match about $101,841 at 4% or $67,894 at 6%. |
| 2019 | 2 | 32 | $14,705,002 | $1,270,556 | $39,705iApproximate average salary by contribution assumption: employee only about $992,622 at 4% or $661,748 at 6%; with 50% employer match about $661,748 at 4% or $441,165 at 6%; with 100% employer match about $496,311 at 4% or $330,874 at 6%. |
| The Burroughts Wellcome Fund 403B Plan | - | 32 | $7,750,500 | $1,014,642 | $31,708iApproximate average salary by contribution assumption: employee only about $792,689 at 4% or $528,459 at 6%; with 50% employer match about $528,459 at 4% or $352,306 at 6%; with 100% employer match about $396,345 at 4% or $264,230 at 6%. |
| The Burroughs Wellcome Fund 401A Plan | - | 32 | $6,954,502 | $255,914 | $7,997iApproximate average salary by contribution assumption: employee only about $199,933 at 4% or $133,289 at 6%; with 50% employer match about $133,289 at 4% or $88,859 at 6%; with 100% employer match about $99,966 at 4% or $66,644 at 6%. |
| 2018 | 2 | 31 | $11,569,968 | $463,039 | $14,937iApproximate average salary by contribution assumption: employee only about $373,419 at 4% or $248,946 at 6%; with 50% employer match about $248,946 at 4% or $165,964 at 6%; with 100% employer match about $186,709 at 4% or $124,473 at 6%. |
| The Burroughs Wellcome Fund 401A Plan | - | 31 | $5,859,147 | $216,674 | $6,989iApproximate average salary by contribution assumption: employee only about $174,737 at 4% or $116,491 at 6%; with 50% employer match about $116,491 at 4% or $77,661 at 6%; with 100% employer match about $87,369 at 4% or $58,246 at 6%. |
| The Burroughts Wellcome Fund 403B Plan | - | 31 | $5,710,821 | $246,365 | $7,947iApproximate average salary by contribution assumption: employee only about $198,681 at 4% or $132,454 at 6%; with 50% employer match about $132,454 at 4% or $88,303 at 6%; with 100% employer match about $99,341 at 4% or $66,227 at 6%. |
| 2017 | 2 | 32 | $11,583,326 | $498,979 | $15,593iApproximate average salary by contribution assumption: employee only about $389,827 at 4% or $259,885 at 6%; with 50% employer match about $259,885 at 4% or $173,257 at 6%; with 100% employer match about $194,914 at 4% or $129,942 at 6%. |
| The Burroughs Wellcome Fund 401A Plan | - | 31 | $5,823,961 | $244,983 | $7,903iApproximate average salary by contribution assumption: employee only about $197,567 at 4% or $131,711 at 6%; with 50% employer match about $131,711 at 4% or $87,808 at 6%; with 100% employer match about $98,783 at 4% or $65,856 at 6%. |
| The Burroughts Wellcome Fund 403B Plan | - | 32 | $5,759,365 | $253,996 | $7,937iApproximate average salary by contribution assumption: employee only about $198,434 at 4% or $132,290 at 6%; with 50% employer match about $132,290 at 4% or $88,193 at 6%; with 100% employer match about $99,217 at 4% or $66,145 at 6%. |
| 2016 | 2 | 32 | $10,241,122 | $485,577 | $15,174iApproximate average salary by contribution assumption: employee only about $379,357 at 4% or $252,905 at 6%; with 50% employer match about $252,905 at 4% or $168,603 at 6%; with 100% employer match about $189,679 at 4% or $126,452 at 6%. |
| The Burroughs Wellcome Fund 401A Plan | - | 32 | $5,127,509 | $243,428 | $7,607iApproximate average salary by contribution assumption: employee only about $190,178 at 4% or $126,785 at 6%; with 50% employer match about $126,785 at 4% or $84,524 at 6%; with 100% employer match about $95,089 at 4% or $63,393 at 6%. |
| The Burroughts Wellcome Fund 403B Plan | - | 32 | $5,113,613 | $242,149 | $7,567iApproximate average salary by contribution assumption: employee only about $189,179 at 4% or $126,119 at 6%; with 50% employer match about $126,119 at 4% or $84,080 at 6%; with 100% employer match about $94,589 at 4% or $63,060 at 6%. |
| 2015 | 2 | 33 | $8,771,310 | $481,793 | $14,600iApproximate average salary by contribution assumption: employee only about $364,995 at 4% or $243,330 at 6%; with 50% employer match about $243,330 at 4% or $162,220 at 6%; with 100% employer match about $182,497 at 4% or $121,665 at 6%. |
| The Burroughs Wellcome Fund 401A Plan | - | 33 | $4,398,602 | $241,985 | $7,333iApproximate average salary by contribution assumption: employee only about $183,322 at 4% or $122,215 at 6%; with 50% employer match about $122,215 at 4% or $81,476 at 6%; with 100% employer match about $91,661 at 4% or $61,107 at 6%. |
| The Burroughts Wellcome Fund 403B Plan | - | 33 | $4,372,708 | $239,808 | $7,267iApproximate average salary by contribution assumption: employee only about $181,673 at 4% or $121,115 at 6%; with 50% employer match about $121,115 at 4% or $80,743 at 6%; with 100% employer match about $90,836 at 4% or $60,558 at 6%. |
| 2014 | 2 | 33 | $7,770,664 | $478,961 | $14,514iApproximate average salary by contribution assumption: employee only about $362,849 at 4% or $241,899 at 6%; with 50% employer match about $241,899 at 4% or $161,266 at 6%; with 100% employer match about $181,425 at 4% or $120,950 at 6%. |
| The Burroughs Wellcome Fund 401A Plan | - | 33 | $3,897,519 | $244,759 | $7,417iApproximate average salary by contribution assumption: employee only about $185,423 at 4% or $123,616 at 6%; with 50% employer match about $123,616 at 4% or $82,410 at 6%; with 100% employer match about $92,712 at 4% or $61,808 at 6%. |
| The Burroughts Wellcome Fund 403B Plan | - | 33 | $3,873,145 | $234,202 | $7,097iApproximate average salary by contribution assumption: employee only about $177,426 at 4% or $118,284 at 6%; with 50% employer match about $118,284 at 4% or $78,856 at 6%; with 100% employer match about $88,713 at 4% or $59,142 at 6%. |
| 2013 | 2 | 34 | $8,085,580 | $472,737 | $13,904iApproximate average salary by contribution assumption: employee only about $347,601 at 4% or $231,734 at 6%; with 50% employer match about $231,734 at 4% or $154,489 at 6%; with 100% employer match about $173,800 at 4% or $115,867 at 6%. |
| The Burroughts Wellcome Fund 403B Plan | - | 34 | $4,085,507 | $238,684 | $7,020iApproximate average salary by contribution assumption: employee only about $175,503 at 4% or $117,002 at 6%; with 50% employer match about $117,002 at 4% or $78,001 at 6%; with 100% employer match about $87,751 at 4% or $58,501 at 6%. |
| The Burroughs Wellcome Fund 401A Plan | - | 34 | $4,000,073 | $234,053 | $6,884iApproximate average salary by contribution assumption: employee only about $172,098 at 4% or $114,732 at 6%; with 50% employer match about $114,732 at 4% or $76,488 at 6%; with 100% employer match about $86,049 at 4% or $57,366 at 6%. |
| 2012 | 2 | 32 | $6,597,081 | $489,564 | $15,299iApproximate average salary by contribution assumption: employee only about $382,472 at 4% or $254,981 at 6%; with 50% employer match about $254,981 at 4% or $169,988 at 6%; with 100% employer match about $191,236 at 4% or $127,491 at 6%. |
| The Burroughts Wellcome Fund 403B Plan | - | 32 | $3,328,712 | $253,307 | $7,916iApproximate average salary by contribution assumption: employee only about $197,896 at 4% or $131,931 at 6%; with 50% employer match about $131,931 at 4% or $87,954 at 6%; with 100% employer match about $98,948 at 4% or $65,965 at 6%. |
| The Burroughs Wellcome Fund 401A Plan | - | 32 | $3,268,369 | $236,257 | $7,383iApproximate average salary by contribution assumption: employee only about $184,576 at 4% or $123,051 at 6%; with 50% employer match about $123,051 at 4% or $82,034 at 6%; with 100% employer match about $92,288 at 4% or $61,525 at 6%. |
| 2011 | 2 | 32 | $5,640,658 | $467,314 | $14,604iApproximate average salary by contribution assumption: employee only about $365,089 at 4% or $243,393 at 6%; with 50% employer match about $243,393 at 4% or $162,262 at 6%; with 100% employer match about $182,545 at 4% or $121,696 at 6%. |
| The Burroughts Wellcome Fund 403B Plan | - | 32 | $2,839,473 | $233,503 | $7,297iApproximate average salary by contribution assumption: employee only about $182,424 at 4% or $121,616 at 6%; with 50% employer match about $121,616 at 4% or $81,077 at 6%; with 100% employer match about $91,212 at 4% or $60,808 at 6%. |
| The Burroughs Wellcome Fund 401A Plan | - | 32 | $2,801,185 | $233,811 | $7,307iApproximate average salary by contribution assumption: employee only about $182,665 at 4% or $121,777 at 6%; with 50% employer match about $121,777 at 4% or $81,184 at 6%; with 100% employer match about $91,332 at 4% or $60,888 at 6%. |
| 2010 | 2 | 32 | $4,814,964 | $448,847 | $14,026iApproximate average salary by contribution assumption: employee only about $350,662 at 4% or $233,774 at 6%; with 50% employer match about $233,774 at 4% or $155,850 at 6%; with 100% employer match about $175,331 at 4% or $116,887 at 6%. |
| The Burroughts Wellcome Fund 403B Plan | - | 32 | $2,445,184 | $224,849 | $7,027iApproximate average salary by contribution assumption: employee only about $175,663 at 4% or $117,109 at 6%; with 50% employer match about $117,109 at 4% or $78,073 at 6%; with 100% employer match about $87,832 at 4% or $58,554 at 6%. |
| The Burroughs Wellcome Fund 401A Plan | - | 31 | $2,369,780 | $223,998 | $7,226iApproximate average salary by contribution assumption: employee only about $180,644 at 4% or $120,429 at 6%; with 50% employer match about $120,429 at 4% or $80,286 at 6%; with 100% employer match about $90,322 at 4% or $60,215 at 6%. |
| 2009 | 2 | 35 | $3,913,349 | $546,517 | $15,615iApproximate average salary by contribution assumption: employee only about $390,369 at 4% or $260,246 at 6%; with 50% employer match about $260,246 at 4% or $173,497 at 6%; with 100% employer match about $195,185 at 4% or $130,123 at 6%. |
| The Burroughts Wellcome Fund 403B Plan | - | 35 | $1,996,123 | $328,237 | $9,378iApproximate average salary by contribution assumption: employee only about $234,455 at 4% or $156,303 at 6%; with 50% employer match about $156,303 at 4% or $104,202 at 6%; with 100% employer match about $117,228 at 4% or $78,152 at 6%. |
| The Burroughs Wellcome Fund 401A Plan | - | 35 | $1,917,226 | $218,280 | $6,237iApproximate average salary by contribution assumption: employee only about $155,914 at 4% or $103,943 at 6%; with 50% employer match about $103,943 at 4% or $69,295 at 6%; with 100% employer match about $77,957 at 4% or $51,971 at 6%. |
| 2008 | 2 | 31 | $0 | $0 | - |
| The Burroughts Wellcome Fund 403B Plan | - | 0 | - | - | - |
| The Burroughs Wellcome Fund 401A Plan | - | 31 | - | - | - |
| 2007 | 2 | 25 | $0 | $0 | - |
| The Burroughts Wellcome Fund 403B Plan | - | 0 | - | - | - |
| The Burroughs Wellcome Fund 401A Plan | - | 25 | - | - | - |
| 2006 | 2 | 24 | $2,271,240 | $204,222 | $8,509iApproximate average salary by contribution assumption: employee only about $212,731 at 4% or $141,821 at 6%; with 50% employer match about $141,821 at 4% or $94,547 at 6%; with 100% employer match about $106,366 at 4% or $70,910 at 6%. |
| The Burroughs Wellcome Fund 401A Plan | - | 24 | $2,271,240 | $204,222 | $8,509iApproximate average salary by contribution assumption: employee only about $212,731 at 4% or $141,821 at 6%; with 50% employer match about $141,821 at 4% or $94,547 at 6%; with 100% employer match about $106,366 at 4% or $70,910 at 6%. |
| The Burroughts Wellcome Fund 403B Plan | - | 0 | - | - | - |
| 2005 | 2 | 24 | $0 | $0 | - |
| The Burroughs Wellcome Fund 401A Plan | - | 24 | - | - | - |
| The Burroughts Wellcome Fund 403B Plan | - | 0 | - | - | - |
| 2004 | 2 | 25 | $0 | $0 | - |
| The Burroughts Wellcome Fund 403B Plan | - | 0 | - | - | - |
| The Burroughs Wellcome Fund 401A Plan | - | 25 | - | - | - |
| 2003 | 2 | 23 | $0 | $0 | - |
| The Burroughts Wellcome Fund 403B Plan | - | 0 | - | - | - |
| The Burroughs Wellcome Fund 401A Plan | - | 23 | - | - | - |
| 2002 | 2 | 25 | $0 | $0 | - |
| The Burroughts Wellcome Fund 403B Plan | - | 0 | - | - | - |
| The Burroughs Wellcome Fund 401A Plan | - | 25 | - | - | - |
| 2001 | 2 | 24 | $0 | $0 | - |
| The Burroughs Wellcome Fund 401A Plan | - | 24 | - | - | - |
| The Burroughts Wellcome Fund 403B Plan | - | 0 | - | - | - |
| 2000 | 2 | 28 | $0 | $0 | - |
| The Burroughs Wellcome Fund 401A Plan | - | 28 | - | - | - |
| The Burroughts Wellcome Fund 403B Plan | - | 0 | - | - | - |
| 1999 | 2 | 23 | $994,014 | $135,994 | $5,913iApproximate average salary by contribution assumption: employee only about $147,820 at 4% or $98,546 at 6%; with 50% employer match about $98,546 at 4% or $65,698 at 6%; with 100% employer match about $73,910 at 4% or $49,273 at 6%. |
| The Burroughs Wellcome Fund 401A Plan | - | 23 | $994,014 | $135,994 | $5,913iApproximate average salary by contribution assumption: employee only about $147,820 at 4% or $98,546 at 6%; with 50% employer match about $98,546 at 4% or $65,698 at 6%; with 100% employer match about $73,910 at 4% or $49,273 at 6%. |
| The Burroughts Wellcome Fund 403B Plan | - | 0 | - | - | - |