Civic Intelligence

OREGON CLIMATE TRUST

Plan context: THE CLIMATE TRUST 401K RETIREMENT PLAN

EIN 26-0760633 • Portland, OR • 13 filings • 1 plans

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80 SE Madison Street, Suite 216Portland, OR 97214
Current Snapshot

Latest Year

2024

2024 Participants

22

2024 Assets

$991,631

2024 Contributions

$195,056

Historical Graphs

Total Assets Over Time

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

$991,631$495,816$0201220182024YearValue
$991,631Latest year 2024

Participants Over Time

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

22110201220182024YearValue
22Latest 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
2024122$991,631$195,056$8,866iApproximate average salary by contribution assumption: employee only about $221,655 at 4% or $147,770 at 6%; with 50% employer match about $147,770 at 4% or $98,513 at 6%; with 100% employer match about $110,827 at 4% or $73,885 at 6%.
THE CLIMATE TRUST 401K RETIREMENT PLAN-22$991,631$195,056$8,866iApproximate average salary by contribution assumption: employee only about $221,655 at 4% or $147,770 at 6%; with 50% employer match about $147,770 at 4% or $98,513 at 6%; with 100% employer match about $110,827 at 4% or $73,885 at 6%.
2023119$688,529$130,494$6,868iApproximate average salary by contribution assumption: employee only about $171,703 at 4% or $114,468 at 6%; with 50% employer match about $114,468 at 4% or $76,312 at 6%; with 100% employer match about $85,851 at 4% or $57,234 at 6%.
THE CLIMATE TRUST 401K RETIREMENT PLAN-19$688,529$130,494$6,868iApproximate average salary by contribution assumption: employee only about $171,703 at 4% or $114,468 at 6%; with 50% employer match about $114,468 at 4% or $76,312 at 6%; with 100% employer match about $85,851 at 4% or $57,234 at 6%.
2022115$454,313$83,464$5,564iApproximate average salary by contribution assumption: employee only about $139,107 at 4% or $92,738 at 6%; with 50% employer match about $92,738 at 4% or $61,825 at 6%; with 100% employer match about $69,553 at 4% or $46,369 at 6%.
THE CLIMATE TRUST 401K RETIREMENT PLAN-15$454,313$83,464$5,564iApproximate average salary by contribution assumption: employee only about $139,107 at 4% or $92,738 at 6%; with 50% employer match about $92,738 at 4% or $61,825 at 6%; with 100% employer match about $69,553 at 4% or $46,369 at 6%.
2021113$455,337$72,483$5,576iApproximate average salary by contribution assumption: employee only about $139,390 at 4% or $92,927 at 6%; with 50% employer match about $92,927 at 4% or $61,951 at 6%; with 100% employer match about $69,695 at 4% or $46,463 at 6%.
THE CLIMATE TRUST 401K RETIREMENT PLAN-13$455,337$72,483$5,576iApproximate average salary by contribution assumption: employee only about $139,390 at 4% or $92,927 at 6%; with 50% employer match about $92,927 at 4% or $61,951 at 6%; with 100% employer match about $69,695 at 4% or $46,463 at 6%.
2020113$658,248$82,193$6,323iApproximate average salary by contribution assumption: employee only about $158,063 at 4% or $105,376 at 6%; with 50% employer match about $105,376 at 4% or $70,250 at 6%; with 100% employer match about $79,032 at 4% or $52,688 at 6%.
THE CLIMATE TRUST 401K RETIREMENT PLAN-13$658,248$82,193$6,323iApproximate average salary by contribution assumption: employee only about $158,063 at 4% or $105,376 at 6%; with 50% employer match about $105,376 at 4% or $70,250 at 6%; with 100% employer match about $79,032 at 4% or $52,688 at 6%.
2019113$490,974$72,319$5,563iApproximate average salary by contribution assumption: employee only about $139,075 at 4% or $92,717 at 6%; with 50% employer match about $92,717 at 4% or $61,811 at 6%; with 100% employer match about $69,538 at 4% or $46,358 at 6%.
THE CLIMATE TRUST 401K RETIREMENT PLAN-13$490,974$72,319$5,563iApproximate average salary by contribution assumption: employee only about $139,075 at 4% or $92,717 at 6%; with 50% employer match about $92,717 at 4% or $61,811 at 6%; with 100% employer match about $69,538 at 4% or $46,358 at 6%.
2018116$598,369$82,134$5,133iApproximate average salary by contribution assumption: employee only about $128,334 at 4% or $85,556 at 6%; with 50% employer match about $85,556 at 4% or $57,038 at 6%; with 100% employer match about $64,167 at 4% or $42,778 at 6%.
THE CLIMATE TRUST 401K RETIREMENT PLAN-16$598,369$82,134$5,133iApproximate average salary by contribution assumption: employee only about $128,334 at 4% or $85,556 at 6%; with 50% employer match about $85,556 at 4% or $57,038 at 6%; with 100% employer match about $64,167 at 4% or $42,778 at 6%.
2017117$689,224$158,102$9,300iApproximate average salary by contribution assumption: employee only about $232,503 at 4% or $155,002 at 6%; with 50% employer match about $155,002 at 4% or $103,335 at 6%; with 100% employer match about $116,251 at 4% or $77,501 at 6%.
THE CLIMATE TRUST 401K RETIREMENT PLAN-17$689,224$158,102$9,300iApproximate average salary by contribution assumption: employee only about $232,503 at 4% or $155,002 at 6%; with 50% employer match about $155,002 at 4% or $103,335 at 6%; with 100% employer match about $116,251 at 4% or $77,501 at 6%.
2016121$695,773$156,769$7,465iApproximate average salary by contribution assumption: employee only about $186,630 at 4% or $124,420 at 6%; with 50% employer match about $124,420 at 4% or $82,947 at 6%; with 100% employer match about $93,315 at 4% or $62,210 at 6%.
THE CLIMATE TRUST 401K RETIREMENT PLAN-21$695,773$156,769$7,465iApproximate average salary by contribution assumption: employee only about $186,630 at 4% or $124,420 at 6%; with 50% employer match about $124,420 at 4% or $82,947 at 6%; with 100% employer match about $93,315 at 4% or $62,210 at 6%.
2015120$498,831$108,769$5,438iApproximate average salary by contribution assumption: employee only about $135,961 at 4% or $90,641 at 6%; with 50% employer match about $90,641 at 4% or $60,427 at 6%; with 100% employer match about $67,981 at 4% or $45,320 at 6%.
THE CLIMATE TRUST 401K RETIREMENT PLAN-20$498,831$108,769$5,438iApproximate average salary by contribution assumption: employee only about $135,961 at 4% or $90,641 at 6%; with 50% employer match about $90,641 at 4% or $60,427 at 6%; with 100% employer match about $67,981 at 4% or $45,320 at 6%.
2014118$403,844$83,846$4,658iApproximate average salary by contribution assumption: employee only about $116,453 at 4% or $77,635 at 6%; with 50% employer match about $77,635 at 4% or $51,757 at 6%; with 100% employer match about $58,226 at 4% or $38,818 at 6%.
THE CLIMATE TRUST 401K RETIREMENT PLAN-18$403,844$83,846$4,658iApproximate average salary by contribution assumption: employee only about $116,453 at 4% or $77,635 at 6%; with 50% employer match about $77,635 at 4% or $51,757 at 6%; with 100% employer match about $58,226 at 4% or $38,818 at 6%.
2013111$302,030$51,097$4,645iApproximate average salary by contribution assumption: employee only about $116,130 at 4% or $77,420 at 6%; with 50% employer match about $77,420 at 4% or $51,613 at 6%; with 100% employer match about $58,065 at 4% or $38,710 at 6%.
THE CLIMATE TRUST 401K RETIREMENT PLAN-11$302,030$51,097$4,645iApproximate average salary by contribution assumption: employee only about $116,130 at 4% or $77,420 at 6%; with 50% employer match about $77,420 at 4% or $51,613 at 6%; with 100% employer match about $58,065 at 4% or $38,710 at 6%.
2012119$302,873$72,186$3,799iApproximate average salary by contribution assumption: employee only about $94,982 at 4% or $63,321 at 6%; with 50% employer match about $63,321 at 4% or $42,214 at 6%; with 100% employer match about $47,491 at 4% or $31,661 at 6%.
THE CLIMATE TRUST 401K RETIREMENT PLAN-19$302,873$72,186$3,799iApproximate average salary by contribution assumption: employee only about $94,982 at 4% or $63,321 at 6%; with 50% employer match about $63,321 at 4% or $42,214 at 6%; with 100% employer match about $47,491 at 4% or $31,661 at 6%.