Cato Institute
Plan context: Cato Institute 401K Plan
EIN 23-7432162 • Washington, DC • 48 filings • 6 plans
Current Snapshot
Latest Year
2025
2025 Participants
211
2025 Assets
$40,313,170
2025 Contributions
$2,584,746
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 211 | $0 | $0 | - |
| Cato Institute Health and Welfare Plan | - | 211 | - | - | - |
| 2024 | 2 | 203 | $40,313,170 | $2,584,746 | $12,733iApproximate average salary by contribution assumption: employee only about $318,318 at 4% or $212,212 at 6%; with 50% employer match about $212,212 at 4% or $141,475 at 6%; with 100% employer match about $159,159 at 4% or $106,106 at 6%. |
| Cato Institute 401K Plan | - | 203 | $40,313,170 | $2,584,746 | $12,733iApproximate average salary by contribution assumption: employee only about $318,318 at 4% or $212,212 at 6%; with 50% employer match about $212,212 at 4% or $141,475 at 6%; with 100% employer match about $159,159 at 4% or $106,106 at 6%. |
| Cato Institute Health and Welfare Plan | - | 162 | - | - | - |
| 2023 | 2 | 189 | $36,894,084 | $2,549,637 | $13,490iApproximate average salary by contribution assumption: employee only about $337,254 at 4% or $224,836 at 6%; with 50% employer match about $224,836 at 4% or $149,890 at 6%; with 100% employer match about $168,627 at 4% or $112,418 at 6%. |
| Cato Institute 401K Plan | - | 187 | $36,894,084 | $2,549,637 | $13,634iApproximate average salary by contribution assumption: employee only about $340,861 at 4% or $227,240 at 6%; with 50% employer match about $227,240 at 4% or $151,494 at 6%; with 100% employer match about $170,430 at 4% or $113,620 at 6%. |
| Cato Institute Health and Welfare Plan | - | 189 | - | - | - |
| 2022 | 2 | 179 | $30,910,579 | $2,557,340 | $14,287iApproximate average salary by contribution assumption: employee only about $357,170 at 4% or $238,114 at 6%; with 50% employer match about $238,114 at 4% or $158,742 at 6%; with 100% employer match about $178,585 at 4% or $119,057 at 6%. |
| Cato Institute 401K Plan | - | 179 | $30,910,579 | $2,557,340 | $14,287iApproximate average salary by contribution assumption: employee only about $357,170 at 4% or $238,114 at 6%; with 50% employer match about $238,114 at 4% or $158,742 at 6%; with 100% employer match about $178,585 at 4% or $119,057 at 6%. |
| Cato Institute Health and Welfare Plan | - | 123 | - | - | - |
| 2021 | 2 | 162 | $38,952,309 | $2,239,351 | $13,823iApproximate average salary by contribution assumption: employee only about $345,579 at 4% or $230,386 at 6%; with 50% employer match about $230,386 at 4% or $153,591 at 6%; with 100% employer match about $172,789 at 4% or $115,193 at 6%. |
| Cato Institute 401K Plan | - | 162 | $38,952,309 | $2,239,351 | $13,823iApproximate average salary by contribution assumption: employee only about $345,579 at 4% or $230,386 at 6%; with 50% employer match about $230,386 at 4% or $153,591 at 6%; with 100% employer match about $172,789 at 4% or $115,193 at 6%. |
| Cato Institute Health and Welfare Plan | - | 120 | - | - | - |
| 2020 | 2 | 160 | $32,709,647 | $1,976,362 | $12,352iApproximate average salary by contribution assumption: employee only about $308,807 at 4% or $205,871 at 6%; with 50% employer match about $205,871 at 4% or $137,247 at 6%; with 100% employer match about $154,403 at 4% or $102,936 at 6%. |
| Cato Institute 401K Plan | - | 160 | $32,709,647 | $1,976,362 | $12,352iApproximate average salary by contribution assumption: employee only about $308,807 at 4% or $205,871 at 6%; with 50% employer match about $205,871 at 4% or $137,247 at 6%; with 100% employer match about $154,403 at 4% or $102,936 at 6%. |
| Cato Institute Health and Welfare Plan | - | 150 | - | - | - |
| 2019 | 2 | 158 | $26,904,877 | $2,273,125 | $14,387iApproximate average salary by contribution assumption: employee only about $359,672 at 4% or $239,781 at 6%; with 50% employer match about $239,781 at 4% or $159,854 at 6%; with 100% employer match about $179,836 at 4% or $119,891 at 6%. |
| Cato Institute 401K Plan | - | 158 | $26,904,877 | $2,273,125 | $14,387iApproximate average salary by contribution assumption: employee only about $359,672 at 4% or $239,781 at 6%; with 50% employer match about $239,781 at 4% or $159,854 at 6%; with 100% employer match about $179,836 at 4% or $119,891 at 6%. |
| Cato Institute Health and Welfare Plan | - | 147 | - | - | - |
| 2018 | 2 | 210 | $20,469,821 | $1,768,704 | $8,422iApproximate average salary by contribution assumption: employee only about $210,560 at 4% or $140,373 at 6%; with 50% employer match about $140,373 at 4% or $93,582 at 6%; with 100% employer match about $105,280 at 4% or $70,187 at 6%. |
| Cato Institute 401K Plan | - | 165 | $20,469,821 | $1,768,704 | $10,719iApproximate average salary by contribution assumption: employee only about $267,985 at 4% or $178,657 at 6%; with 50% employer match about $178,657 at 4% or $119,105 at 6%; with 100% employer match about $133,993 at 4% or $89,328 at 6%. |
| Cato Institute Health and Welfare Plan | - | 210 | - | - | - |
| 2017 | 2 | 165 | $20,804,518 | $1,947,723 | $11,804iApproximate average salary by contribution assumption: employee only about $295,110 at 4% or $196,740 at 6%; with 50% employer match about $196,740 at 4% or $131,160 at 6%; with 100% employer match about $147,555 at 4% or $98,370 at 6%. |
| Cato Institute 401K Plan | - | 165 | $20,804,518 | $1,947,723 | $11,804iApproximate average salary by contribution assumption: employee only about $295,110 at 4% or $196,740 at 6%; with 50% employer match about $196,740 at 4% or $131,160 at 6%; with 100% employer match about $147,555 at 4% or $98,370 at 6%. |
| Cato Institute Health and Welfare Plan | - | 154 | - | - | - |
| 2016 | 2 | 164 | $17,485,690 | $1,227,354 | $7,484iApproximate average salary by contribution assumption: employee only about $187,097 at 4% or $124,731 at 6%; with 50% employer match about $124,731 at 4% or $83,154 at 6%; with 100% employer match about $93,548 at 4% or $62,366 at 6%. |
| Cato Institute 401K Plan | - | 140 | $17,485,690 | $1,227,354 | $8,767iApproximate average salary by contribution assumption: employee only about $219,170 at 4% or $146,114 at 6%; with 50% employer match about $146,114 at 4% or $97,409 at 6%; with 100% employer match about $109,585 at 4% or $73,057 at 6%. |
| Cato Institute Health and Welfare Plan | - | 164 | - | - | - |
| 2015 | 2 | 160 | $15,233,860 | $1,486,342 | $9,290iApproximate average salary by contribution assumption: employee only about $232,241 at 4% or $154,827 at 6%; with 50% employer match about $154,827 at 4% or $103,218 at 6%; with 100% employer match about $116,120 at 4% or $77,414 at 6%. |
| Cato Institute 401K Plan | - | 124 | $15,233,860 | $1,486,342 | $11,987iApproximate average salary by contribution assumption: employee only about $299,666 at 4% or $199,777 at 6%; with 50% employer match about $199,777 at 4% or $133,185 at 6%; with 100% employer match about $149,833 at 4% or $99,889 at 6%. |
| Cato Institute Health and Welfare Plan | - | 160 | - | - | - |
| 2014 | 2 | 147 | $14,784,246 | $1,236,645 | $8,413iApproximate average salary by contribution assumption: employee only about $210,314 at 4% or $140,209 at 6%; with 50% employer match about $140,209 at 4% or $93,473 at 6%; with 100% employer match about $105,157 at 4% or $70,105 at 6%. |
| Cato Institute 401K Plan | - | 115 | $14,784,246 | $1,236,645 | $10,753iApproximate average salary by contribution assumption: employee only about $268,836 at 4% or $179,224 at 6%; with 50% employer match about $179,224 at 4% or $119,483 at 6%; with 100% employer match about $134,418 at 4% or $89,612 at 6%. |
| Cato Institute Health and Welfare Plan | - | 147 | - | - | - |
| 2013 | 3 | 94 | $13,741,171 | $1,474,880 | $15,690iApproximate average salary by contribution assumption: employee only about $392,255 at 4% or $261,504 at 6%; with 50% employer match about $261,504 at 4% or $174,336 at 6%; with 100% employer match about $196,128 at 4% or $130,752 at 6%. |
| Cato Institute 401K Plan | - | 94 | $13,741,171 | $1,474,880 | $15,690iApproximate average salary by contribution assumption: employee only about $392,255 at 4% or $261,504 at 6%; with 50% employer match about $261,504 at 4% or $174,336 at 6%; with 100% employer match about $196,128 at 4% or $130,752 at 6%. |
| CATO INSTITUTE HEALTH PLAN | - | 0 | - | - | - |
| CATO INSTITUTE WELFARE PLAN | - | 0 | - | - | - |
| 2012 | 3 | 187 | $10,993,479 | $1,011,757 | $5,410iApproximate average salary by contribution assumption: employee only about $135,262 at 4% or $90,174 at 6%; with 50% employer match about $90,174 at 4% or $60,116 at 6%; with 100% employer match about $67,631 at 4% or $45,087 at 6%. |
| Cato Institute 401K Plan | - | 94 | $10,993,479 | $1,011,757 | $10,763iApproximate average salary by contribution assumption: employee only about $269,084 at 4% or $179,390 at 6%; with 50% employer match about $179,390 at 4% or $119,593 at 6%; with 100% employer match about $134,542 at 4% or $89,695 at 6%. |
| CATO INSTITUTE HEALTH PLAN | - | 103 | - | - | - |
| CATO INSTITUTE WELFARE PLAN | - | 187 | - | - | - |
| 2011 | 3 | 113 | $9,543,555 | $1,361,440 | $12,048iApproximate average salary by contribution assumption: employee only about $301,204 at 4% or $200,802 at 6%; with 50% employer match about $200,802 at 4% or $133,868 at 6%; with 100% employer match about $150,602 at 4% or $100,401 at 6%. |
| Cato Institute 401K Plan | - | 90 | $9,543,555 | $1,361,440 | $15,127iApproximate average salary by contribution assumption: employee only about $378,178 at 4% or $252,119 at 6%; with 50% employer match about $252,119 at 4% or $168,079 at 6%; with 100% employer match about $189,089 at 4% or $126,059 at 6%. |
| CATO INSTITUTE HEALTH PLAN | - | 101 | - | - | - |
| CATO INSTITUTE WELFARE PLAN | - | 113 | - | - | - |
| 2010 | 3 | 116 | $9,059,112 | $1,028,006 | $8,862iApproximate average salary by contribution assumption: employee only about $221,553 at 4% or $147,702 at 6%; with 50% employer match about $147,702 at 4% or $98,468 at 6%; with 100% employer match about $110,777 at 4% or $73,851 at 6%. |
| Cato Institute 401K Plan | - | 96 | $9,059,112 | $1,028,006 | $10,708iApproximate average salary by contribution assumption: employee only about $267,710 at 4% or $178,473 at 6%; with 50% employer match about $178,473 at 4% or $118,982 at 6%; with 100% employer match about $133,855 at 4% or $89,237 at 6%. |
| CATO INSTITUTE HEALTH PLAN | - | 99 | - | - | - |
| CATO INSTITUTE WELFARE PLAN | - | 116 | - | - | - |
| 2009 | 2 | 127 | $7,014,459 | $974,051 | $7,670iApproximate average salary by contribution assumption: employee only about $191,742 at 4% or $127,828 at 6%; with 50% employer match about $127,828 at 4% or $85,219 at 6%; with 100% employer match about $95,871 at 4% or $63,914 at 6%. |
| Cato Institute 401K Plan | - | 127 | $7,014,459 | $974,051 | $7,670iApproximate average salary by contribution assumption: employee only about $191,742 at 4% or $127,828 at 6%; with 50% employer match about $127,828 at 4% or $85,219 at 6%; with 100% employer match about $95,871 at 4% or $63,914 at 6%. |
| CATO INSTITUTE WELFARE PLAN | - | 107 | - | - | - |
| 2008 | 1 | 72 | $0 | $0 | - |
| Cato Institute 401K Plan | - | 72 | - | - | - |
| 2007 | 1 | 72 | $0 | $0 | - |
| Cato Institute 401K Plan | - | 72 | - | - | - |
| 2006 | 1 | 60 | $5,295,314 | $848,698 | $14,145iApproximate average salary by contribution assumption: employee only about $353,624 at 4% or $235,749 at 6%; with 50% employer match about $235,749 at 4% or $157,166 at 6%; with 100% employer match about $176,812 at 4% or $117,875 at 6%. |
| Cato Institute 401K Plan | - | 60 | $5,295,314 | $848,698 | $14,145iApproximate average salary by contribution assumption: employee only about $353,624 at 4% or $235,749 at 6%; with 50% employer match about $235,749 at 4% or $157,166 at 6%; with 100% employer match about $176,812 at 4% or $117,875 at 6%. |
| 2005 | 2 | 93 | $4,337,299 | $798,808 | $8,589iApproximate average salary by contribution assumption: employee only about $214,733 at 4% or $143,156 at 6%; with 50% employer match about $143,156 at 4% or $95,437 at 6%; with 100% employer match about $107,367 at 4% or $71,578 at 6%. |
| Cato Institute 401K Plan | - | 57 | $4,337,299 | $798,808 | $14,014iApproximate average salary by contribution assumption: employee only about $350,354 at 4% or $233,570 at 6%; with 50% employer match about $233,570 at 4% or $155,713 at 6%; with 100% employer match about $175,177 at 4% or $116,785 at 6%. |
| CATO INSTITUTE | - | 93 | - | - | - |
| 2004 | 1 | 62 | $3,545,387 | $785,457 | $12,669iApproximate average salary by contribution assumption: employee only about $316,717 at 4% or $211,144 at 6%; with 50% employer match about $211,144 at 4% or $140,763 at 6%; with 100% employer match about $158,358 at 4% or $105,572 at 6%. |
| Cato Institute 401K Plan | - | 62 | $3,545,387 | $785,457 | $12,669iApproximate average salary by contribution assumption: employee only about $316,717 at 4% or $211,144 at 6%; with 50% employer match about $211,144 at 4% or $140,763 at 6%; with 100% employer match about $158,358 at 4% or $105,572 at 6%. |
| 2003 | 1 | 63 | $2,557,044 | $819,391 | $13,006iApproximate average salary by contribution assumption: employee only about $325,155 at 4% or $216,770 at 6%; with 50% employer match about $216,770 at 4% or $144,513 at 6%; with 100% employer match about $162,578 at 4% or $108,385 at 6%. |
| Cato Institute 401K Plan | - | 63 | $2,557,044 | $819,391 | $13,006iApproximate average salary by contribution assumption: employee only about $325,155 at 4% or $216,770 at 6%; with 50% employer match about $216,770 at 4% or $144,513 at 6%; with 100% employer match about $162,578 at 4% or $108,385 at 6%. |
| 2002 | 1 | 63 | $1,415,553 | $603,048 | $9,572iApproximate average salary by contribution assumption: employee only about $239,305 at 4% or $159,537 at 6%; with 50% employer match about $159,537 at 4% or $106,358 at 6%; with 100% employer match about $119,652 at 4% or $79,768 at 6%. |
| Cato Institute 401K Plan | - | 63 | $1,415,553 | $603,048 | $9,572iApproximate average salary by contribution assumption: employee only about $239,305 at 4% or $159,537 at 6%; with 50% employer match about $159,537 at 4% or $106,358 at 6%; with 100% employer match about $119,652 at 4% or $79,768 at 6%. |
| 2001 | 1 | 49 | $975,831 | $511,788 | $10,445iApproximate average salary by contribution assumption: employee only about $261,116 at 4% or $174,078 at 6%; with 50% employer match about $174,078 at 4% or $116,052 at 6%; with 100% employer match about $130,558 at 4% or $87,039 at 6%. |
| Cato Institute 401K Plan | - | 49 | $975,831 | $511,788 | $10,445iApproximate average salary by contribution assumption: employee only about $261,116 at 4% or $174,078 at 6%; with 50% employer match about $174,078 at 4% or $116,052 at 6%; with 100% employer match about $130,558 at 4% or $87,039 at 6%. |
| 2000 | 1 | 44 | $580,080 | $481,637 | $10,946iApproximate average salary by contribution assumption: employee only about $273,657 at 4% or $182,438 at 6%; with 50% employer match about $182,438 at 4% or $121,626 at 6%; with 100% employer match about $136,829 at 4% or $91,219 at 6%. |
| Cato Institute 401K Plan | - | 44 | $580,080 | $481,637 | $10,946iApproximate average salary by contribution assumption: employee only about $273,657 at 4% or $182,438 at 6%; with 50% employer match about $182,438 at 4% or $121,626 at 6%; with 100% employer match about $136,829 at 4% or $91,219 at 6%. |
| 1999 | 1 | 51 | $147,462 | $147,461 | $2,891iApproximate average salary by contribution assumption: employee only about $72,285 at 4% or $48,190 at 6%; with 50% employer match about $48,190 at 4% or $32,127 at 6%; with 100% employer match about $36,142 at 4% or $24,095 at 6%. |
| Cato Institute 401K Plan | - | 51 | $147,462 | $147,461 | $2,891iApproximate average salary by contribution assumption: employee only about $72,285 at 4% or $48,190 at 6%; with 50% employer match about $48,190 at 4% or $32,127 at 6%; with 100% employer match about $36,142 at 4% or $24,095 at 6%. |