Civic Intelligence

Valueact Capital Management, L.P.

Plan context: Valueact Capital 401(K) Retirement Plan

EIN 25-1905427 • San Francisco, CA • 19 filings • 2 plans

One Letterman DriveBuilding D, Fourth FloorSan Francisco, CA 94129
Current Snapshot

Latest Year

2024

2024 Participants

62

2024 Assets

$24,595,435

2024 Contributions

$1,214,329

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$25,015,818$12,507,909$0200620162024YearValue
$24,595,435Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

66330200620152024YearValue
62Latest year 2024

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024162$24,595,435$1,214,329$19,586iApproximate average salary by contribution assumption: employee only about $489,649 at 4% or $326,433 at 6%; with 50% employer match about $326,433 at 4% or $217,622 at 6%; with 100% employer match about $244,824 at 4% or $163,216 at 6%.
Valueact Capital 401(K) Retirement Plan-62$24,595,435$1,214,329$19,586iApproximate average salary by contribution assumption: employee only about $489,649 at 4% or $326,433 at 6%; with 50% employer match about $326,433 at 4% or $217,622 at 6%; with 100% employer match about $244,824 at 4% or $163,216 at 6%.
2023164$25,015,818$1,979,695$30,933iApproximate average salary by contribution assumption: employee only about $773,318 at 4% or $515,546 at 6%; with 50% employer match about $515,546 at 4% or $343,697 at 6%; with 100% employer match about $386,659 at 4% or $257,773 at 6%.
Valueact Capital 401(K) Retirement Plan-64$25,015,818$1,979,695$30,933iApproximate average salary by contribution assumption: employee only about $773,318 at 4% or $515,546 at 6%; with 50% employer match about $515,546 at 4% or $343,697 at 6%; with 100% employer match about $386,659 at 4% or $257,773 at 6%.
2022163$20,609,610$2,072,519$32,897iApproximate average salary by contribution assumption: employee only about $822,428 at 4% or $548,285 at 6%; with 50% employer match about $548,285 at 4% or $365,524 at 6%; with 100% employer match about $411,214 at 4% or $274,143 at 6%.
Valueact Capital 401(K) Retirement Plan-63$20,609,610$2,072,519$32,897iApproximate average salary by contribution assumption: employee only about $822,428 at 4% or $548,285 at 6%; with 50% employer match about $548,285 at 4% or $365,524 at 6%; with 100% employer match about $411,214 at 4% or $274,143 at 6%.
2021162$21,939,498$2,555,024$41,210iApproximate average salary by contribution assumption: employee only about $1,030,252 at 4% or $686,834 at 6%; with 50% employer match about $686,834 at 4% or $457,890 at 6%; with 100% employer match about $515,126 at 4% or $343,417 at 6%.
Valueact Capital 401(K) Retirement Plan-62$21,939,498$2,555,024$41,210iApproximate average salary by contribution assumption: employee only about $1,030,252 at 4% or $686,834 at 6%; with 50% employer match about $686,834 at 4% or $457,890 at 6%; with 100% employer match about $515,126 at 4% or $343,417 at 6%.
2020166$19,496,889$853,911$12,938iApproximate average salary by contribution assumption: employee only about $323,451 at 4% or $215,634 at 6%; with 50% employer match about $215,634 at 4% or $143,756 at 6%; with 100% employer match about $161,726 at 4% or $107,817 at 6%.
Valueact Capital 401(K) Retirement Plan-66$19,496,889$853,911$12,938iApproximate average salary by contribution assumption: employee only about $323,451 at 4% or $215,634 at 6%; with 50% employer match about $215,634 at 4% or $143,756 at 6%; with 100% employer match about $161,726 at 4% or $107,817 at 6%.
2019163$16,902,355$2,018,815$32,045iApproximate average salary by contribution assumption: employee only about $801,117 at 4% or $534,078 at 6%; with 50% employer match about $534,078 at 4% or $356,052 at 6%; with 100% employer match about $400,559 at 4% or $267,039 at 6%.
Valueact Capital 401(K) Retirement Plan-63$16,902,355$2,018,815$32,045iApproximate average salary by contribution assumption: employee only about $801,117 at 4% or $534,078 at 6%; with 50% employer match about $534,078 at 4% or $356,052 at 6%; with 100% employer match about $400,559 at 4% or $267,039 at 6%.
2018161$12,750,397$2,063,397$33,826iApproximate average salary by contribution assumption: employee only about $845,655 at 4% or $563,770 at 6%; with 50% employer match about $563,770 at 4% or $375,846 at 6%; with 100% employer match about $422,827 at 4% or $281,885 at 6%.
Valueact Capital 401(K) Retirement Plan-61$12,750,397$2,063,397$33,826iApproximate average salary by contribution assumption: employee only about $845,655 at 4% or $563,770 at 6%; with 50% employer match about $563,770 at 4% or $375,846 at 6%; with 100% employer match about $422,827 at 4% or $281,885 at 6%.
2017152$11,645,842$1,218,976$23,442iApproximate average salary by contribution assumption: employee only about $586,046 at 4% or $390,697 at 6%; with 50% employer match about $390,697 at 4% or $260,465 at 6%; with 100% employer match about $293,023 at 4% or $195,349 at 6%.
Valueact Capital 401(K) Retirement Plan-52$11,645,842$1,218,976$23,442iApproximate average salary by contribution assumption: employee only about $586,046 at 4% or $390,697 at 6%; with 50% employer match about $390,697 at 4% or $260,465 at 6%; with 100% employer match about $293,023 at 4% or $195,349 at 6%.
2016150$9,689,563$1,420,048$28,401iApproximate average salary by contribution assumption: employee only about $710,024 at 4% or $473,349 at 6%; with 50% employer match about $473,349 at 4% or $315,566 at 6%; with 100% employer match about $355,012 at 4% or $236,675 at 6%.
Valueact Capital 401(K) Retirement Plan-50$9,689,563$1,420,048$28,401iApproximate average salary by contribution assumption: employee only about $710,024 at 4% or $473,349 at 6%; with 50% employer match about $473,349 at 4% or $315,566 at 6%; with 100% employer match about $355,012 at 4% or $236,675 at 6%.
2015148$8,136,172$1,016,314$21,173iApproximate average salary by contribution assumption: employee only about $529,330 at 4% or $352,887 at 6%; with 50% employer match about $352,887 at 4% or $235,258 at 6%; with 100% employer match about $264,665 at 4% or $176,443 at 6%.
Valueact Capital 401(K) Retirement Plan-48$8,136,172$1,016,314$21,173iApproximate average salary by contribution assumption: employee only about $529,330 at 4% or $352,887 at 6%; with 50% employer match about $352,887 at 4% or $235,258 at 6%; with 100% employer match about $264,665 at 4% or $176,443 at 6%.
2014145$7,281,826$996,669$22,148iApproximate average salary by contribution assumption: employee only about $553,705 at 4% or $369,137 at 6%; with 50% employer match about $369,137 at 4% or $246,091 at 6%; with 100% employer match about $276,853 at 4% or $184,568 at 6%.
Valueact Capital 401(K) Retirement Plan-45$7,281,826$996,669$22,148iApproximate average salary by contribution assumption: employee only about $553,705 at 4% or $369,137 at 6%; with 50% employer match about $369,137 at 4% or $246,091 at 6%; with 100% employer match about $276,853 at 4% or $184,568 at 6%.
2013138$6,073,928$885,114$23,292iApproximate average salary by contribution assumption: employee only about $582,312 at 4% or $388,208 at 6%; with 50% employer match about $388,208 at 4% or $258,805 at 6%; with 100% employer match about $291,156 at 4% or $194,104 at 6%.
Valueact Capital 401(K) Retirement Plan-38$6,073,928$885,114$23,292iApproximate average salary by contribution assumption: employee only about $582,312 at 4% or $388,208 at 6%; with 50% employer match about $388,208 at 4% or $258,805 at 6%; with 100% employer match about $291,156 at 4% or $194,104 at 6%.
2012135$4,548,225$755,155$21,576iApproximate average salary by contribution assumption: employee only about $539,396 at 4% or $359,598 at 6%; with 50% employer match about $359,598 at 4% or $239,732 at 6%; with 100% employer match about $269,698 at 4% or $179,799 at 6%.
Valueact Capital 401(K) Retirement Plan-35$4,548,225$755,155$21,576iApproximate average salary by contribution assumption: employee only about $539,396 at 4% or $359,598 at 6%; with 50% employer match about $359,598 at 4% or $239,732 at 6%; with 100% employer match about $269,698 at 4% or $179,799 at 6%.
2011133$3,745,683$689,346$20,889iApproximate average salary by contribution assumption: employee only about $522,232 at 4% or $348,155 at 6%; with 50% employer match about $348,155 at 4% or $232,103 at 6%; with 100% employer match about $261,116 at 4% or $174,077 at 6%.
Valueact Capital 401(K) Retirement Plan-33$3,745,683$689,346$20,889iApproximate average salary by contribution assumption: employee only about $522,232 at 4% or $348,155 at 6%; with 50% employer match about $348,155 at 4% or $232,103 at 6%; with 100% employer match about $261,116 at 4% or $174,077 at 6%.
2010131$3,244,560$581,811$18,768iApproximate average salary by contribution assumption: employee only about $469,202 at 4% or $312,802 at 6%; with 50% employer match about $312,802 at 4% or $208,534 at 6%; with 100% employer match about $234,601 at 4% or $156,401 at 6%.
Valueact Capital 401(K) Retirement Plan-31$3,244,560$581,811$18,768iApproximate average salary by contribution assumption: employee only about $469,202 at 4% or $312,802 at 6%; with 50% employer match about $312,802 at 4% or $208,534 at 6%; with 100% employer match about $234,601 at 4% or $156,401 at 6%.
2009128$2,307,729$522,354$18,656iApproximate average salary by contribution assumption: employee only about $466,388 at 4% or $310,925 at 6%; with 50% employer match about $310,925 at 4% or $207,283 at 6%; with 100% employer match about $233,194 at 4% or $155,463 at 6%.
Valueact Capital 401(K) Retirement Plan-28$2,307,729$522,354$18,656iApproximate average salary by contribution assumption: employee only about $466,388 at 4% or $310,925 at 6%; with 50% employer match about $310,925 at 4% or $207,283 at 6%; with 100% employer match about $233,194 at 4% or $155,463 at 6%.
2008124$1,528,207$504,879$21,037iApproximate average salary by contribution assumption: employee only about $525,916 at 4% or $350,610 at 6%; with 50% employer match about $350,610 at 4% or $233,740 at 6%; with 100% employer match about $262,958 at 4% or $175,305 at 6%.
Valueact Capital 401(K) Retirement Plan-24$1,528,207$504,879$21,037iApproximate average salary by contribution assumption: employee only about $525,916 at 4% or $350,610 at 6%; with 50% employer match about $350,610 at 4% or $233,740 at 6%; with 100% employer match about $262,958 at 4% or $175,305 at 6%.
2007117$0$0-
Valueact Capital 401(K) Retirement Plan-17---
2006116$785,605$763,198$47,700iApproximate average salary by contribution assumption: employee only about $1,192,497 at 4% or $794,998 at 6%; with 50% employer match about $794,998 at 4% or $529,999 at 6%; with 100% employer match about $596,248 at 4% or $397,499 at 6%.
Valueact Capital 401(K) Retirement Plan-16$785,605$763,198$47,700iApproximate average salary by contribution assumption: employee only about $1,192,497 at 4% or $794,998 at 6%; with 50% employer match about $794,998 at 4% or $529,999 at 6%; with 100% employer match about $596,248 at 4% or $397,499 at 6%.