Civic Intelligence

Waldron Private Wealth LLC

Plan context: Waldron Private Wealth 401 (K) Profit Sharing Plan

EIN 26-3953661 • Bridgeville, PA • 15 filings • 2 plans

44 Abele RoadSuite 400Bridgeville, PA 15017
Current Snapshot

Latest Year

2024

2024 Participants

86

2024 Assets

$13,386,364

2024 Contributions

$1,014,208

Historical Graphs

Total Assets Over Time

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

$13,386,364$6,693,182$0201020172024YearValue
$13,386,364Latest year 2024

Participants Over Time

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

86430201020172024YearValue
86Latest 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
2024186$13,386,364$1,014,208$11,793iApproximate average salary by contribution assumption: employee only about $294,828 at 4% or $196,552 at 6%; with 50% employer match about $196,552 at 4% or $131,035 at 6%; with 100% employer match about $147,414 at 4% or $98,276 at 6%.
Waldron Private Wealth 401 (K) Profit Sharing Plan-86$13,386,364$1,014,208$11,793iApproximate average salary by contribution assumption: employee only about $294,828 at 4% or $196,552 at 6%; with 50% employer match about $196,552 at 4% or $131,035 at 6%; with 100% employer match about $147,414 at 4% or $98,276 at 6%.
2023186$10,798,512$992,108$11,536iApproximate average salary by contribution assumption: employee only about $288,403 at 4% or $192,269 at 6%; with 50% employer match about $192,269 at 4% or $128,179 at 6%; with 100% employer match about $144,202 at 4% or $96,134 at 6%.
Waldron Private Wealth 401 (K) Profit Sharing Plan-86$10,798,512$992,108$11,536iApproximate average salary by contribution assumption: employee only about $288,403 at 4% or $192,269 at 6%; with 50% employer match about $192,269 at 4% or $128,179 at 6%; with 100% employer match about $144,202 at 4% or $96,134 at 6%.
2022172$8,009,735$2,388,573$33,175iApproximate average salary by contribution assumption: employee only about $829,366 at 4% or $552,910 at 6%; with 50% employer match about $552,910 at 4% or $368,607 at 6%; with 100% employer match about $414,683 at 4% or $276,455 at 6%.
Waldron Private Wealth 401 (K) Profit Sharing Plan-72$8,009,735$2,388,573$33,175iApproximate average salary by contribution assumption: employee only about $829,366 at 4% or $552,910 at 6%; with 50% employer match about $552,910 at 4% or $368,607 at 6%; with 100% employer match about $414,683 at 4% or $276,455 at 6%.
2021162$8,598,770$887,100$14,308iApproximate average salary by contribution assumption: employee only about $357,702 at 4% or $238,468 at 6%; with 50% employer match about $238,468 at 4% or $158,978 at 6%; with 100% employer match about $178,851 at 4% or $119,234 at 6%.
Waldron Private Wealth 401 (K) Profit Sharing Plan-62$8,598,770$887,100$14,308iApproximate average salary by contribution assumption: employee only about $357,702 at 4% or $238,468 at 6%; with 50% employer match about $238,468 at 4% or $158,978 at 6%; with 100% employer match about $178,851 at 4% or $119,234 at 6%.
2020164$8,685,633$729,473$11,398iApproximate average salary by contribution assumption: employee only about $284,950 at 4% or $189,967 at 6%; with 50% employer match about $189,967 at 4% or $126,645 at 6%; with 100% employer match about $142,475 at 4% or $94,983 at 6%.
Waldron Private Wealth 401 (K) Profit Sharing Plan-64$8,685,633$729,473$11,398iApproximate average salary by contribution assumption: employee only about $284,950 at 4% or $189,967 at 6%; with 50% employer match about $189,967 at 4% or $126,645 at 6%; with 100% employer match about $142,475 at 4% or $94,983 at 6%.
2019158$6,587,103$675,191$11,641iApproximate average salary by contribution assumption: employee only about $291,031 at 4% or $194,020 at 6%; with 50% employer match about $194,020 at 4% or $129,347 at 6%; with 100% employer match about $145,515 at 4% or $97,010 at 6%.
Waldron Private Wealth 401 (K) Profit Sharing Plan-58$6,587,103$675,191$11,641iApproximate average salary by contribution assumption: employee only about $291,031 at 4% or $194,020 at 6%; with 50% employer match about $194,020 at 4% or $129,347 at 6%; with 100% employer match about $145,515 at 4% or $97,010 at 6%.
2018150$4,775,209$573,681$11,474iApproximate average salary by contribution assumption: employee only about $286,841 at 4% or $191,227 at 6%; with 50% employer match about $191,227 at 4% or $127,485 at 6%; with 100% employer match about $143,420 at 4% or $95,614 at 6%.
Waldron Private Wealth 401 (K) Profit Sharing Plan-50$4,775,209$573,681$11,474iApproximate average salary by contribution assumption: employee only about $286,841 at 4% or $191,227 at 6%; with 50% employer match about $191,227 at 4% or $127,485 at 6%; with 100% employer match about $143,420 at 4% or $95,614 at 6%.
2017143$4,738,547$484,114$11,258iApproximate average salary by contribution assumption: employee only about $281,462 at 4% or $187,641 at 6%; with 50% employer match about $187,641 at 4% or $125,094 at 6%; with 100% employer match about $140,731 at 4% or $93,821 at 6%.
Waldron Private Wealth 401 (K) Profit Sharing Plan-43$4,738,547$484,114$11,258iApproximate average salary by contribution assumption: employee only about $281,462 at 4% or $187,641 at 6%; with 50% employer match about $187,641 at 4% or $125,094 at 6%; with 100% employer match about $140,731 at 4% or $93,821 at 6%.
2016137$3,957,025$496,123$13,409iApproximate average salary by contribution assumption: employee only about $335,218 at 4% or $223,479 at 6%; with 50% employer match about $223,479 at 4% or $148,986 at 6%; with 100% employer match about $167,609 at 4% or $111,739 at 6%.
Waldron Private Wealth 401 (K) Profit Sharing Plan-37$3,957,025$496,123$13,409iApproximate average salary by contribution assumption: employee only about $335,218 at 4% or $223,479 at 6%; with 50% employer match about $223,479 at 4% or $148,986 at 6%; with 100% employer match about $167,609 at 4% or $111,739 at 6%.
2015135$3,468,111$391,362$11,182iApproximate average salary by contribution assumption: employee only about $279,544 at 4% or $186,363 at 6%; with 50% employer match about $186,363 at 4% or $124,242 at 6%; with 100% employer match about $139,772 at 4% or $93,181 at 6%.
Waldron Private Wealth 401 (K) Profit Sharing Plan-35$3,468,111$391,362$11,182iApproximate average salary by contribution assumption: employee only about $279,544 at 4% or $186,363 at 6%; with 50% employer match about $186,363 at 4% or $124,242 at 6%; with 100% employer match about $139,772 at 4% or $93,181 at 6%.
2014132$3,794,411$456,092$14,253iApproximate average salary by contribution assumption: employee only about $356,322 at 4% or $237,548 at 6%; with 50% employer match about $237,548 at 4% or $158,365 at 6%; with 100% employer match about $178,161 at 4% or $118,774 at 6%.
Waldron Private Wealth 401 (K) Profit Sharing Plan-32$3,794,411$456,092$14,253iApproximate average salary by contribution assumption: employee only about $356,322 at 4% or $237,548 at 6%; with 50% employer match about $237,548 at 4% or $158,365 at 6%; with 100% employer match about $178,161 at 4% or $118,774 at 6%.
2013134$3,300,502$376,464$11,072iApproximate average salary by contribution assumption: employee only about $276,812 at 4% or $184,541 at 6%; with 50% employer match about $184,541 at 4% or $123,027 at 6%; with 100% employer match about $138,406 at 4% or $92,271 at 6%.
Waldron Private Wealth 401 (K) Profit Sharing Plan-34$3,300,502$376,464$11,072iApproximate average salary by contribution assumption: employee only about $276,812 at 4% or $184,541 at 6%; with 50% employer match about $184,541 at 4% or $123,027 at 6%; with 100% employer match about $138,406 at 4% or $92,271 at 6%.
2012129$2,403,677$373,770$12,889iApproximate average salary by contribution assumption: employee only about $322,216 at 4% or $214,810 at 6%; with 50% employer match about $214,810 at 4% or $143,207 at 6%; with 100% employer match about $161,108 at 4% or $107,405 at 6%.
Waldron Private Wealth 401 (K) Profit Sharing Plan-29$2,403,677$373,770$12,889iApproximate average salary by contribution assumption: employee only about $322,216 at 4% or $214,810 at 6%; with 50% employer match about $214,810 at 4% or $143,207 at 6%; with 100% employer match about $161,108 at 4% or $107,405 at 6%.
2011122$1,781,315$310,887$14,131iApproximate average salary by contribution assumption: employee only about $353,281 at 4% or $235,520 at 6%; with 50% employer match about $235,520 at 4% or $157,014 at 6%; with 100% employer match about $176,640 at 4% or $117,760 at 6%.
Waldron Private Wealth 401 (K) Profit Sharing Plan-22$1,781,315$310,887$14,131iApproximate average salary by contribution assumption: employee only about $353,281 at 4% or $235,520 at 6%; with 50% employer match about $235,520 at 4% or $157,014 at 6%; with 100% employer match about $176,640 at 4% or $117,760 at 6%.
2010116$1,663,049$217,384$13,587iApproximate average salary by contribution assumption: employee only about $339,663 at 4% or $226,442 at 6%; with 50% employer match about $226,442 at 4% or $150,961 at 6%; with 100% employer match about $169,831 at 4% or $113,221 at 6%.
Waldron Private Wealth 401 (K) Profit Sharing Plan-16$1,663,049$217,384$13,587iApproximate average salary by contribution assumption: employee only about $339,663 at 4% or $226,442 at 6%; with 50% employer match about $226,442 at 4% or $150,961 at 6%; with 100% employer match about $169,831 at 4% or $113,221 at 6%.