Constance B. Mellon 1965 Trust
Plan context: Retirement Plan of Constance B. Mellon 1965 Trust
EIN 25-6072937 • 26 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
8
2024 Assets
$127,570
2024 Contributions
$11,592
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 | 8 | $127,570 | $11,592 | $1,449iApproximate average salary by contribution assumption: employee only about $36,225 at 4% or $24,150 at 6%; with 50% employer match about $24,150 at 4% or $16,100 at 6%; with 100% employer match about $18,113 at 4% or $12,075 at 6%. |
| Retirement Plan of Constance B. Mellon 1965 Trust | - | 8 | $127,570 | $11,592 | $1,449iApproximate average salary by contribution assumption: employee only about $36,225 at 4% or $24,150 at 6%; with 50% employer match about $24,150 at 4% or $16,100 at 6%; with 100% employer match about $18,113 at 4% or $12,075 at 6%. |
| 2023 | 1 | 6 | $233,681 | $9,798 | $1,633iApproximate average salary by contribution assumption: employee only about $40,825 at 4% or $27,217 at 6%; with 50% employer match about $27,217 at 4% or $18,144 at 6%; with 100% employer match about $20,413 at 4% or $13,608 at 6%. |
| Retirement Plan of Constance B. Mellon 1965 Trust | - | 6 | $233,681 | $9,798 | $1,633iApproximate average salary by contribution assumption: employee only about $40,825 at 4% or $27,217 at 6%; with 50% employer match about $27,217 at 4% or $18,144 at 6%; with 100% employer match about $20,413 at 4% or $13,608 at 6%. |
| 2022 | 1 | 7 | $285,875 | $13,551 | $1,936iApproximate average salary by contribution assumption: employee only about $48,396 at 4% or $32,264 at 6%; with 50% employer match about $32,264 at 4% or $21,510 at 6%; with 100% employer match about $24,198 at 4% or $16,132 at 6%. |
| Retirement Plan of Constance B. Mellon 1965 Trust | - | 7 | $285,875 | $13,551 | $1,936iApproximate average salary by contribution assumption: employee only about $48,396 at 4% or $32,264 at 6%; with 50% employer match about $32,264 at 4% or $21,510 at 6%; with 100% employer match about $24,198 at 4% or $16,132 at 6%. |
| 2021 | 1 | 11 | $489,411 | $15,846 | $1,441iApproximate average salary by contribution assumption: employee only about $36,014 at 4% or $24,009 at 6%; with 50% employer match about $24,009 at 4% or $16,006 at 6%; with 100% employer match about $18,007 at 4% or $12,005 at 6%. |
| Retirement Plan of Constance B. Mellon 1965 Trust | - | 11 | $489,411 | $15,846 | $1,441iApproximate average salary by contribution assumption: employee only about $36,014 at 4% or $24,009 at 6%; with 50% employer match about $24,009 at 4% or $16,006 at 6%; with 100% employer match about $18,007 at 4% or $12,005 at 6%. |
| 2020 | 1 | 11 | $424,668 | $15,274 | $1,389iApproximate average salary by contribution assumption: employee only about $34,714 at 4% or $23,142 at 6%; with 50% employer match about $23,142 at 4% or $15,428 at 6%; with 100% employer match about $17,357 at 4% or $11,571 at 6%. |
| Retirement Plan of Constance B. Mellon 1965 Trust | - | 11 | $424,668 | $15,274 | $1,389iApproximate average salary by contribution assumption: employee only about $34,714 at 4% or $23,142 at 6%; with 50% employer match about $23,142 at 4% or $15,428 at 6%; with 100% employer match about $17,357 at 4% or $11,571 at 6%. |
| 2019 | 1 | 11 | $366,448 | $14,360 | $1,305iApproximate average salary by contribution assumption: employee only about $32,636 at 4% or $21,758 at 6%; with 50% employer match about $21,758 at 4% or $14,505 at 6%; with 100% employer match about $16,318 at 4% or $10,879 at 6%. |
| Retirement Plan of Constance B. Mellon 1965 Trust | - | 11 | $366,448 | $14,360 | $1,305iApproximate average salary by contribution assumption: employee only about $32,636 at 4% or $21,758 at 6%; with 50% employer match about $21,758 at 4% or $14,505 at 6%; with 100% employer match about $16,318 at 4% or $10,879 at 6%. |
| 2018 | 1 | 12 | $290,770 | $13,951 | $1,163iApproximate average salary by contribution assumption: employee only about $29,065 at 4% or $19,376 at 6%; with 50% employer match about $19,376 at 4% or $12,918 at 6%; with 100% employer match about $14,532 at 4% or $9,688 at 6%. |
| Retirement Plan of Constance B. Mellon 1965 Trust | - | 12 | $290,770 | $13,951 | $1,163iApproximate average salary by contribution assumption: employee only about $29,065 at 4% or $19,376 at 6%; with 50% employer match about $19,376 at 4% or $12,918 at 6%; with 100% employer match about $14,532 at 4% or $9,688 at 6%. |
| 2017 | 1 | 12 | $294,951 | $13,094 | $1,091iApproximate average salary by contribution assumption: employee only about $27,279 at 4% or $18,186 at 6%; with 50% employer match about $18,186 at 4% or $12,124 at 6%; with 100% employer match about $13,640 at 4% or $9,093 at 6%. |
| Retirement Plan of Constance B. Mellon 1965 Trust | - | 12 | $294,951 | $13,094 | $1,091iApproximate average salary by contribution assumption: employee only about $27,279 at 4% or $18,186 at 6%; with 50% employer match about $18,186 at 4% or $12,124 at 6%; with 100% employer match about $13,640 at 4% or $9,093 at 6%. |
| 2016 | 1 | 12 | $245,026 | $12,052 | $1,004iApproximate average salary by contribution assumption: employee only about $25,108 at 4% or $16,739 at 6%; with 50% employer match about $16,739 at 4% or $11,159 at 6%; with 100% employer match about $12,554 at 4% or $8,369 at 6%. |
| Retirement Plan of Constance B. Mellon 1965 Trust | - | 12 | $245,026 | $12,052 | $1,004iApproximate average salary by contribution assumption: employee only about $25,108 at 4% or $16,739 at 6%; with 50% employer match about $16,739 at 4% or $11,159 at 6%; with 100% employer match about $12,554 at 4% or $8,369 at 6%. |
| 2015 | 1 | 11 | $213,211 | $11,171 | $1,016iApproximate average salary by contribution assumption: employee only about $25,389 at 4% or $16,926 at 6%; with 50% employer match about $16,926 at 4% or $11,284 at 6%; with 100% employer match about $12,694 at 4% or $8,463 at 6%. |
| Retirement Plan of Constance B. Mellon 1965 Trust | - | 11 | $213,211 | $11,171 | $1,016iApproximate average salary by contribution assumption: employee only about $25,389 at 4% or $16,926 at 6%; with 50% employer match about $16,926 at 4% or $11,284 at 6%; with 100% employer match about $12,694 at 4% or $8,463 at 6%. |
| 2014 | 1 | 11 | $224,580 | $10,655 | $969iApproximate average salary by contribution assumption: employee only about $24,216 at 4% or $16,144 at 6%; with 50% employer match about $16,144 at 4% or $10,763 at 6%; with 100% employer match about $12,108 at 4% or $8,072 at 6%. |
| Retirement Plan of Constance B. Mellon 1965 Trust | - | 11 | $224,580 | $10,655 | $969iApproximate average salary by contribution assumption: employee only about $24,216 at 4% or $16,144 at 6%; with 50% employer match about $16,144 at 4% or $10,763 at 6%; with 100% employer match about $12,108 at 4% or $8,072 at 6%. |
| 2013 | 1 | 12 | $202,142 | $10,057 | $838iApproximate average salary by contribution assumption: employee only about $20,952 at 4% or $13,968 at 6%; with 50% employer match about $13,968 at 4% or $9,312 at 6%; with 100% employer match about $10,476 at 4% or $6,984 at 6%. |
| Retirement Plan of Constance B. Mellon 1965 Trust | - | 12 | $202,142 | $10,057 | $838iApproximate average salary by contribution assumption: employee only about $20,952 at 4% or $13,968 at 6%; with 50% employer match about $13,968 at 4% or $9,312 at 6%; with 100% employer match about $10,476 at 4% or $6,984 at 6%. |
| 2012 | 1 | 15 | $166,745 | $12,288 | $819iApproximate average salary by contribution assumption: employee only about $20,480 at 4% or $13,653 at 6%; with 50% employer match about $13,653 at 4% or $9,102 at 6%; with 100% employer match about $10,240 at 4% or $6,827 at 6%. |
| Retirement Plan of Constance B. Mellon 1965 Trust | - | 15 | $166,745 | $12,288 | $819iApproximate average salary by contribution assumption: employee only about $20,480 at 4% or $13,653 at 6%; with 50% employer match about $13,653 at 4% or $9,102 at 6%; with 100% employer match about $10,240 at 4% or $6,827 at 6%. |
| 2011 | 1 | 15 | $148,743 | $11,170 | $745iApproximate average salary by contribution assumption: employee only about $18,617 at 4% or $12,411 at 6%; with 50% employer match about $12,411 at 4% or $8,274 at 6%; with 100% employer match about $9,308 at 4% or $6,206 at 6%. |
| Retirement Plan of Constance B. Mellon 1965 Trust | - | 15 | $148,743 | $11,170 | $745iApproximate average salary by contribution assumption: employee only about $18,617 at 4% or $12,411 at 6%; with 50% employer match about $12,411 at 4% or $8,274 at 6%; with 100% employer match about $9,308 at 4% or $6,206 at 6%. |
| 2010 | 1 | 14 | $137,035 | $10,020 | $716iApproximate average salary by contribution assumption: employee only about $17,893 at 4% or $11,929 at 6%; with 50% employer match about $11,929 at 4% or $7,952 at 6%; with 100% employer match about $8,946 at 4% or $5,964 at 6%. |
| Retirement Plan of Constance B. Mellon 1965 Trust | - | 14 | $137,035 | $10,020 | $716iApproximate average salary by contribution assumption: employee only about $17,893 at 4% or $11,929 at 6%; with 50% employer match about $11,929 at 4% or $7,952 at 6%; with 100% employer match about $8,946 at 4% or $5,964 at 6%. |
| 2009 | 1 | 12 | $113,455 | $8,938 | $745iApproximate average salary by contribution assumption: employee only about $18,621 at 4% or $12,414 at 6%; with 50% employer match about $12,414 at 4% or $8,276 at 6%; with 100% employer match about $9,310 at 4% or $6,207 at 6%. |
| Retirement Plan of Constance B. Mellon 1965 Trust | - | 12 | $113,455 | $8,938 | $745iApproximate average salary by contribution assumption: employee only about $18,621 at 4% or $12,414 at 6%; with 50% employer match about $12,414 at 4% or $8,276 at 6%; with 100% employer match about $9,310 at 4% or $6,207 at 6%. |
| 2008 | 1 | 11 | $87,729 | $8,507 | $773iApproximate average salary by contribution assumption: employee only about $19,334 at 4% or $12,889 at 6%; with 50% employer match about $12,889 at 4% or $8,593 at 6%; with 100% employer match about $9,667 at 4% or $6,445 at 6%. |
| Retirement Plan of Constance B. Mellon 1965 Trust | - | 11 | $87,729 | $8,507 | $773iApproximate average salary by contribution assumption: employee only about $19,334 at 4% or $12,889 at 6%; with 50% employer match about $12,889 at 4% or $8,593 at 6%; with 100% employer match about $9,667 at 4% or $6,445 at 6%. |
| 2007 | 1 | 11 | $134,644 | $8,169 | $743iApproximate average salary by contribution assumption: employee only about $18,566 at 4% or $12,377 at 6%; with 50% employer match about $12,377 at 4% or $8,252 at 6%; with 100% employer match about $9,283 at 4% or $6,189 at 6%. |
| Retirement Plan of Constance B. Mellon 1965 Trust | - | 11 | $134,644 | $8,169 | $743iApproximate average salary by contribution assumption: employee only about $18,566 at 4% or $12,377 at 6%; with 50% employer match about $12,377 at 4% or $8,252 at 6%; with 100% employer match about $9,283 at 4% or $6,189 at 6%. |
| 2006 | 1 | 12 | $116,825 | $7,434 | $620iApproximate average salary by contribution assumption: employee only about $15,488 at 4% or $10,325 at 6%; with 50% employer match about $10,325 at 4% or $6,883 at 6%; with 100% employer match about $7,744 at 4% or $5,163 at 6%. |
| Retirement Plan of Constance B. Mellon 1965 Trust | - | 12 | $116,825 | $7,434 | $620iApproximate average salary by contribution assumption: employee only about $15,488 at 4% or $10,325 at 6%; with 50% employer match about $10,325 at 4% or $6,883 at 6%; with 100% employer match about $7,744 at 4% or $5,163 at 6%. |
| 2005 | 1 | 12 | $151,019 | $6,879 | $573iApproximate average salary by contribution assumption: employee only about $14,331 at 4% or $9,554 at 6%; with 50% employer match about $9,554 at 4% or $6,369 at 6%; with 100% employer match about $7,166 at 4% or $4,777 at 6%. |
| Retirement Plan of Constance B. Mellon 1965 Trust | - | 12 | $151,019 | $6,879 | $573iApproximate average salary by contribution assumption: employee only about $14,331 at 4% or $9,554 at 6%; with 50% employer match about $9,554 at 4% or $6,369 at 6%; with 100% employer match about $7,166 at 4% or $4,777 at 6%. |
| 2004 | 1 | 13 | $138,389 | $6,802 | $523iApproximate average salary by contribution assumption: employee only about $13,081 at 4% or $8,721 at 6%; with 50% employer match about $8,721 at 4% or $5,814 at 6%; with 100% employer match about $6,540 at 4% or $4,360 at 6%. |
| Retirement Plan of Constance B. Mellon 1965 Trust | - | 13 | $138,389 | $6,802 | $523iApproximate average salary by contribution assumption: employee only about $13,081 at 4% or $8,721 at 6%; with 50% employer match about $8,721 at 4% or $5,814 at 6%; with 100% employer match about $6,540 at 4% or $4,360 at 6%. |
| 2003 | 1 | 16 | $124,605 | $4,964 | $310iApproximate average salary by contribution assumption: employee only about $7,756 at 4% or $5,171 at 6%; with 50% employer match about $5,171 at 4% or $3,447 at 6%; with 100% employer match about $3,878 at 4% or $2,585 at 6%. |
| Retirement Plan of Constance B. Mellon 1965 Trust | - | 16 | $124,605 | $4,964 | $310iApproximate average salary by contribution assumption: employee only about $7,756 at 4% or $5,171 at 6%; with 50% employer match about $5,171 at 4% or $3,447 at 6%; with 100% employer match about $3,878 at 4% or $2,585 at 6%. |
| 2002 | 1 | 16 | $167,798 | $6,321 | $395iApproximate average salary by contribution assumption: employee only about $9,877 at 4% or $6,584 at 6%; with 50% employer match about $6,584 at 4% or $4,390 at 6%; with 100% employer match about $4,938 at 4% or $3,292 at 6%. |
| Retirement Plan of Constance B. Mellon 1965 Trust | - | 16 | $167,798 | $6,321 | $395iApproximate average salary by contribution assumption: employee only about $9,877 at 4% or $6,584 at 6%; with 50% employer match about $6,584 at 4% or $4,390 at 6%; with 100% employer match about $4,938 at 4% or $3,292 at 6%. |
| 2001 | 1 | 16 | $0 | $0 | - |
| Retirement Plan of Constance B. Mellon 1965 Trust | - | 16 | - | - | - |
| 2000 | 1 | 19 | $185,517 | $6,724 | $354iApproximate average salary by contribution assumption: employee only about $8,847 at 4% or $5,898 at 6%; with 50% employer match about $5,898 at 4% or $3,932 at 6%; with 100% employer match about $4,424 at 4% or $2,949 at 6%. |
| Retirement Plan of Constance B. Mellon 1965 Trust | - | 19 | $185,517 | $6,724 | $354iApproximate average salary by contribution assumption: employee only about $8,847 at 4% or $5,898 at 6%; with 50% employer match about $5,898 at 4% or $3,932 at 6%; with 100% employer match about $4,424 at 4% or $2,949 at 6%. |
| 1999 | 1 | 19 | $179,298 | $6,090 | $321iApproximate average salary by contribution assumption: employee only about $8,013 at 4% or $5,342 at 6%; with 50% employer match about $5,342 at 4% or $3,561 at 6%; with 100% employer match about $4,007 at 4% or $2,671 at 6%. |
| Retirement Plan of Constance B. Mellon 1965 Trust | - | 19 | $179,298 | $6,090 | $321iApproximate average salary by contribution assumption: employee only about $8,013 at 4% or $5,342 at 6%; with 50% employer match about $5,342 at 4% or $3,561 at 6%; with 100% employer match about $4,007 at 4% or $2,671 at 6%. |