Marine Corps Heritage Foundation
Plan context: Marine Corps Heritage Foundation 403B Retirement Savings Plan
EIN 26-0803466 • Triangle, VA • 17 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
40
2024 Assets
$5,247,834
2024 Contributions
$322,223
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 | 40 | $5,247,834 | $322,223 | $8,056iApproximate average salary by contribution assumption: employee only about $201,389 at 4% or $134,260 at 6%; with 50% employer match about $134,260 at 4% or $89,506 at 6%; with 100% employer match about $100,695 at 4% or $67,130 at 6%. |
| Marine Corps Heritage Foundation 403B Retirement Savings Plan | - | 40 | $5,247,834 | $322,223 | $8,056iApproximate average salary by contribution assumption: employee only about $201,389 at 4% or $134,260 at 6%; with 50% employer match about $134,260 at 4% or $89,506 at 6%; with 100% employer match about $100,695 at 4% or $67,130 at 6%. |
| 2023 | 1 | 38 | $5,052,482 | $337,014 | $8,869iApproximate average salary by contribution assumption: employee only about $221,720 at 4% or $147,813 at 6%; with 50% employer match about $147,813 at 4% or $98,542 at 6%; with 100% employer match about $110,860 at 4% or $73,907 at 6%. |
| Marine Corps Heritage Foundation 403B Retirement Savings Plan | - | 38 | $5,052,482 | $337,014 | $8,869iApproximate average salary by contribution assumption: employee only about $221,720 at 4% or $147,813 at 6%; with 50% employer match about $147,813 at 4% or $98,542 at 6%; with 100% employer match about $110,860 at 4% or $73,907 at 6%. |
| 2022 | 1 | 37 | $4,180,551 | $256,830 | $6,941iApproximate average salary by contribution assumption: employee only about $173,534 at 4% or $115,689 at 6%; with 50% employer match about $115,689 at 4% or $77,126 at 6%; with 100% employer match about $86,767 at 4% or $57,845 at 6%. |
| Marine Corps Heritage Foundation 403B Retirement Savings Plan | - | 37 | $4,180,551 | $256,830 | $6,941iApproximate average salary by contribution assumption: employee only about $173,534 at 4% or $115,689 at 6%; with 50% employer match about $115,689 at 4% or $77,126 at 6%; with 100% employer match about $86,767 at 4% or $57,845 at 6%. |
| 2021 | 1 | 34 | $4,754,528 | $268,337 | $7,892iApproximate average salary by contribution assumption: employee only about $197,307 at 4% or $131,538 at 6%; with 50% employer match about $131,538 at 4% or $87,692 at 6%; with 100% employer match about $98,653 at 4% or $65,769 at 6%. |
| Marine Corps Heritage Foundation 403B Retirement Savings Plan | - | 34 | $4,754,528 | $268,337 | $7,892iApproximate average salary by contribution assumption: employee only about $197,307 at 4% or $131,538 at 6%; with 50% employer match about $131,538 at 4% or $87,692 at 6%; with 100% employer match about $98,653 at 4% or $65,769 at 6%. |
| 2020 | 1 | 33 | $4,149,313 | $261,957 | $7,938iApproximate average salary by contribution assumption: employee only about $198,452 at 4% or $132,302 at 6%; with 50% employer match about $132,302 at 4% or $88,201 at 6%; with 100% employer match about $99,226 at 4% or $66,151 at 6%. |
| Marine Corps Heritage Foundation 403B Retirement Savings Plan | - | 33 | $4,149,313 | $261,957 | $7,938iApproximate average salary by contribution assumption: employee only about $198,452 at 4% or $132,302 at 6%; with 50% employer match about $132,302 at 4% or $88,201 at 6%; with 100% employer match about $99,226 at 4% or $66,151 at 6%. |
| 2019 | 1 | 32 | $4,465,746 | $253,816 | $7,932iApproximate average salary by contribution assumption: employee only about $198,294 at 4% or $132,196 at 6%; with 50% employer match about $132,196 at 4% or $88,131 at 6%; with 100% employer match about $99,147 at 4% or $66,098 at 6%. |
| Marine Corps Heritage Foundation 403B Retirement Savings Plan | - | 32 | $4,465,746 | $253,816 | $7,932iApproximate average salary by contribution assumption: employee only about $198,294 at 4% or $132,196 at 6%; with 50% employer match about $132,196 at 4% or $88,131 at 6%; with 100% employer match about $99,147 at 4% or $66,098 at 6%. |
| 2018 | 1 | 28 | $3,868,389 | $267,785 | $9,564iApproximate average salary by contribution assumption: employee only about $239,094 at 4% or $159,396 at 6%; with 50% employer match about $159,396 at 4% or $106,264 at 6%; with 100% employer match about $119,547 at 4% or $79,698 at 6%. |
| Marine Corps Heritage Foundation 403B Retirement Savings Plan | - | 28 | $3,868,389 | $267,785 | $9,564iApproximate average salary by contribution assumption: employee only about $239,094 at 4% or $159,396 at 6%; with 50% employer match about $159,396 at 4% or $106,264 at 6%; with 100% employer match about $119,547 at 4% or $79,698 at 6%. |
| 2017 | 1 | 25 | $3,927,524 | $213,485 | $8,539iApproximate average salary by contribution assumption: employee only about $213,485 at 4% or $142,323 at 6%; with 50% employer match about $142,323 at 4% or $94,882 at 6%; with 100% employer match about $106,743 at 4% or $71,162 at 6%. |
| Marine Corps Heritage Foundation 403B Retirement Savings Plan | - | 25 | $3,927,524 | $213,485 | $8,539iApproximate average salary by contribution assumption: employee only about $213,485 at 4% or $142,323 at 6%; with 50% employer match about $142,323 at 4% or $94,882 at 6%; with 100% employer match about $106,743 at 4% or $71,162 at 6%. |
| 2016 | 1 | 22 | $3,344,609 | $243,907 | $11,087iApproximate average salary by contribution assumption: employee only about $277,167 at 4% or $184,778 at 6%; with 50% employer match about $184,778 at 4% or $123,185 at 6%; with 100% employer match about $138,584 at 4% or $92,389 at 6%. |
| Marine Corps Heritage Foundation 403B Retirement Savings Plan | - | 22 | $3,344,609 | $243,907 | $11,087iApproximate average salary by contribution assumption: employee only about $277,167 at 4% or $184,778 at 6%; with 50% employer match about $184,778 at 4% or $123,185 at 6%; with 100% employer match about $138,584 at 4% or $92,389 at 6%. |
| 2015 | 1 | 24 | $3,145,760 | $253,604 | $10,567iApproximate average salary by contribution assumption: employee only about $264,171 at 4% or $176,114 at 6%; with 50% employer match about $176,114 at 4% or $117,409 at 6%; with 100% employer match about $132,085 at 4% or $88,057 at 6%. |
| Marine Corps Heritage Foundation 403B Retirement Savings Plan | - | 24 | $3,145,760 | $253,604 | $10,567iApproximate average salary by contribution assumption: employee only about $264,171 at 4% or $176,114 at 6%; with 50% employer match about $176,114 at 4% or $117,409 at 6%; with 100% employer match about $132,085 at 4% or $88,057 at 6%. |
| 2014 | 1 | 32 | $3,071,130 | $306,815 | $9,588iApproximate average salary by contribution assumption: employee only about $239,699 at 4% or $159,799 at 6%; with 50% employer match about $159,799 at 4% or $106,533 at 6%; with 100% employer match about $119,850 at 4% or $79,900 at 6%. |
| Marine Corps Heritage Foundation 403B Retirement Savings Plan | - | 32 | $3,071,130 | $306,815 | $9,588iApproximate average salary by contribution assumption: employee only about $239,699 at 4% or $159,799 at 6%; with 50% employer match about $159,799 at 4% or $106,533 at 6%; with 100% employer match about $119,850 at 4% or $79,900 at 6%. |
| 2013 | 1 | 30 | $2,671,285 | $313,440 | $10,448iApproximate average salary by contribution assumption: employee only about $261,200 at 4% or $174,133 at 6%; with 50% employer match about $174,133 at 4% or $116,089 at 6%; with 100% employer match about $130,600 at 4% or $87,067 at 6%. |
| Marine Corps Heritage Foundation 403B Retirement Savings Plan | - | 30 | $2,671,285 | $313,440 | $10,448iApproximate average salary by contribution assumption: employee only about $261,200 at 4% or $174,133 at 6%; with 50% employer match about $174,133 at 4% or $116,089 at 6%; with 100% employer match about $130,600 at 4% or $87,067 at 6%. |
| 2012 | 1 | 29 | $2,066,075 | $445,279 | $15,354iApproximate average salary by contribution assumption: employee only about $383,861 at 4% or $255,907 at 6%; with 50% employer match about $255,907 at 4% or $170,605 at 6%; with 100% employer match about $191,931 at 4% or $127,954 at 6%. |
| Marine Corps Heritage Foundation 403B Retirement Savings Plan | - | 29 | $2,066,075 | $445,279 | $15,354iApproximate average salary by contribution assumption: employee only about $383,861 at 4% or $255,907 at 6%; with 50% employer match about $255,907 at 4% or $170,605 at 6%; with 100% employer match about $191,931 at 4% or $127,954 at 6%. |
| 2011 | 1 | 29 | $1,685,697 | $364,183 | $12,558iApproximate average salary by contribution assumption: employee only about $313,951 at 4% or $209,301 at 6%; with 50% employer match about $209,301 at 4% or $139,534 at 6%; with 100% employer match about $156,975 at 4% or $104,650 at 6%. |
| Marine Corps Heritage Foundation 403B Retirement Savings Plan | - | 29 | $1,685,697 | $364,183 | $12,558iApproximate average salary by contribution assumption: employee only about $313,951 at 4% or $209,301 at 6%; with 50% employer match about $209,301 at 4% or $139,534 at 6%; with 100% employer match about $156,975 at 4% or $104,650 at 6%. |
| 2010 | 1 | 19 | $1,429,303 | $283,208 | $14,906iApproximate average salary by contribution assumption: employee only about $372,642 at 4% or $248,428 at 6%; with 50% employer match about $248,428 at 4% or $165,619 at 6%; with 100% employer match about $186,321 at 4% or $124,214 at 6%. |
| Marine Corps Heritage Foundation 403B Retirement Savings Plan | - | 19 | $1,429,303 | $283,208 | $14,906iApproximate average salary by contribution assumption: employee only about $372,642 at 4% or $248,428 at 6%; with 50% employer match about $248,428 at 4% or $165,619 at 6%; with 100% employer match about $186,321 at 4% or $124,214 at 6%. |
| 2009 | 1 | 22 | $1,060,495 | $288,110 | $13,096iApproximate average salary by contribution assumption: employee only about $327,398 at 4% or $218,265 at 6%; with 50% employer match about $218,265 at 4% or $145,510 at 6%; with 100% employer match about $163,699 at 4% or $109,133 at 6%. |
| Marine Corps Heritage Foundation 403B Retirement Savings Plan | - | 22 | $1,060,495 | $288,110 | $13,096iApproximate average salary by contribution assumption: employee only about $327,398 at 4% or $218,265 at 6%; with 50% employer match about $218,265 at 4% or $145,510 at 6%; with 100% employer match about $163,699 at 4% or $109,133 at 6%. |
| 2008 | 1 | 0 | $0 | $0 | - |
| Marine Corps Heritage Foundation 403B Retirement Savings Plan | - | 0 | - | - | - |