Civic Intelligence

Marrone & Associates PC. DBA Philip + Rae and Associates

Plan context: Philip Rae & Associates Cash Balance Pension Plan & Trust

EIN 27-0479293 • Naperville, IL • 29 filings • 5 plans

564 South Washington StreetSuite 200Naperville, IL 60540
Current Snapshot

Latest Year

2025

2025 Participants

34

2025 Assets

$11,709,813

2025 Contributions

$314,759

Historical Graphs

Total Assets Over Time

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

$11,709,813$5,854,907$0201020172024YearValue
$11,709,813Latest year 2024

Participants Over Time

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

36180200920172024YearValue
34Latest 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
202510$0$0-
Philip Rae & Associates Employee 401(K) Plan-0$0$0-
2024234$11,709,813$314,759$9,258iApproximate average salary by contribution assumption: employee only about $231,440 at 4% or $154,294 at 6%; with 50% employer match about $154,294 at 4% or $102,862 at 6%; with 100% employer match about $115,720 at 4% or $77,147 at 6%.
Philip Rae & Associates Cash Balance Pension Plan & Trust-26$6,582,050$0-
Philip Rae & Associates Employee 401(K) Plan-34$5,127,763$314,759$9,258iApproximate average salary by contribution assumption: employee only about $231,440 at 4% or $154,294 at 6%; with 50% employer match about $154,294 at 4% or $102,862 at 6%; with 100% employer match about $115,720 at 4% or $77,147 at 6%.
2023232$9,450,095$683,041$21,345iApproximate average salary by contribution assumption: employee only about $533,626 at 4% or $355,751 at 6%; with 50% employer match about $355,751 at 4% or $237,167 at 6%; with 100% employer match about $266,813 at 4% or $177,875 at 6%.
Philip Rae & Associates Cash Balance Pension Plan & Trust-24$5,166,661$337,805$14,075iApproximate average salary by contribution assumption: employee only about $351,880 at 4% or $234,587 at 6%; with 50% employer match about $234,587 at 4% or $156,391 at 6%; with 100% employer match about $175,940 at 4% or $117,293 at 6%.
Philip Rae & Associates Employee 401(K) Plan-32$4,283,434$345,236$10,789iApproximate average salary by contribution assumption: employee only about $269,716 at 4% or $179,810 at 6%; with 50% employer match about $179,810 at 4% or $119,874 at 6%; with 100% employer match about $134,858 at 4% or $89,905 at 6%.
2022232$7,099,576$783,545$24,486iApproximate average salary by contribution assumption: employee only about $612,145 at 4% or $408,096 at 6%; with 50% employer match about $408,096 at 4% or $272,064 at 6%; with 100% employer match about $306,072 at 4% or $204,048 at 6%.
Philip Rae & Associates Cash Balance Pension Plan & Trust-21$3,673,483$435,495$20,738iApproximate average salary by contribution assumption: employee only about $518,446 at 4% or $345,631 at 6%; with 50% employer match about $345,631 at 4% or $230,421 at 6%; with 100% employer match about $259,223 at 4% or $172,815 at 6%.
Philip Rae & Associates Employee 401(K) Plan-32$3,426,093$348,050$10,877iApproximate average salary by contribution assumption: employee only about $271,914 at 4% or $181,276 at 6%; with 50% employer match about $181,276 at 4% or $120,851 at 6%; with 100% employer match about $135,957 at 4% or $90,638 at 6%.
2021236$8,066,319$688,541$19,126iApproximate average salary by contribution assumption: employee only about $478,153 at 4% or $318,769 at 6%; with 50% employer match about $318,769 at 4% or $212,513 at 6%; with 100% employer match about $239,077 at 4% or $159,384 at 6%.
Philip Rae & Associates Cash Balance Pension Plan & Trust-23$4,182,943$400,000$17,391iApproximate average salary by contribution assumption: employee only about $434,783 at 4% or $289,855 at 6%; with 50% employer match about $289,855 at 4% or $193,237 at 6%; with 100% employer match about $217,391 at 4% or $144,928 at 6%.
Philip Rae & Associates Employee 401(K) Plan-36$3,883,376$288,541$8,015iApproximate average salary by contribution assumption: employee only about $200,376 at 4% or $133,584 at 6%; with 50% employer match about $133,584 at 4% or $89,056 at 6%; with 100% employer match about $100,188 at 4% or $66,792 at 6%.
2020233$6,673,682$637,327$19,313iApproximate average salary by contribution assumption: employee only about $482,823 at 4% or $321,882 at 6%; with 50% employer match about $321,882 at 4% or $214,588 at 6%; with 100% employer match about $241,412 at 4% or $160,941 at 6%.
Philip Rae & Associates Cash Balance Pension Plan & Trust-21$3,348,244$400,000$19,048iApproximate average salary by contribution assumption: employee only about $476,190 at 4% or $317,460 at 6%; with 50% employer match about $317,460 at 4% or $211,640 at 6%; with 100% employer match about $238,095 at 4% or $158,730 at 6%.
Philip Rae & Associates Employee 401(K) Plan-33$3,325,438$237,327$7,192iApproximate average salary by contribution assumption: employee only about $179,793 at 4% or $119,862 at 6%; with 50% employer match about $119,862 at 4% or $79,908 at 6%; with 100% employer match about $89,897 at 4% or $59,931 at 6%.
2019231$5,097,404$654,353$21,108iApproximate average salary by contribution assumption: employee only about $527,704 at 4% or $351,803 at 6%; with 50% employer match about $351,803 at 4% or $234,535 at 6%; with 100% employer match about $263,852 at 4% or $175,901 at 6%.
Philip Rae & Associates Employee 401(K) Plan-31$2,709,997$224,019$7,226iApproximate average salary by contribution assumption: employee only about $180,660 at 4% or $120,440 at 6%; with 50% employer match about $120,440 at 4% or $80,294 at 6%; with 100% employer match about $90,330 at 4% or $60,220 at 6%.
Philip Rae & Associates Cash Balance Pension Plan & Trust-19$2,387,407$430,334$22,649iApproximate average salary by contribution assumption: employee only about $566,229 at 4% or $377,486 at 6%; with 50% employer match about $377,486 at 4% or $251,657 at 6%; with 100% employer match about $283,114 at 4% or $188,743 at 6%.
2018229$3,599,745$490,494$16,914iApproximate average salary by contribution assumption: employee only about $422,840 at 4% or $281,893 at 6%; with 50% employer match about $281,893 at 4% or $187,929 at 6%; with 100% employer match about $211,420 at 4% or $140,947 at 6%.
Philip Rae & Associates Employee 401(K) Plan-29$2,053,979$211,182$7,282iApproximate average salary by contribution assumption: employee only about $182,053 at 4% or $121,369 at 6%; with 50% employer match about $121,369 at 4% or $80,913 at 6%; with 100% employer match about $91,027 at 4% or $60,684 at 6%.
Philip Rae & Associates Cash Balance Pension Plan & Trust-20$1,545,766$279,312$13,966iApproximate average salary by contribution assumption: employee only about $349,140 at 4% or $232,760 at 6%; with 50% employer match about $232,760 at 4% or $155,173 at 6%; with 100% employer match about $174,570 at 4% or $116,380 at 6%.
2017227$3,497,035$489,626$18,134iApproximate average salary by contribution assumption: employee only about $453,357 at 4% or $302,238 at 6%; with 50% employer match about $302,238 at 4% or $201,492 at 6%; with 100% employer match about $226,679 at 4% or $151,119 at 6%.
Philip Rae & Associates Employee 401(K) Plan-27$2,132,889$260,169$9,636iApproximate average salary by contribution assumption: employee only about $240,897 at 4% or $160,598 at 6%; with 50% employer match about $160,598 at 4% or $107,065 at 6%; with 100% employer match about $120,449 at 4% or $80,299 at 6%.
Philip Rae & Associates Cash Balance Pension Plan & Trust-18$1,364,146$229,457$12,748iApproximate average salary by contribution assumption: employee only about $318,690 at 4% or $212,460 at 6%; with 50% employer match about $212,460 at 4% or $141,640 at 6%; with 100% employer match about $159,345 at 4% or $106,230 at 6%.
2016225$2,621,725$419,436$16,777iApproximate average salary by contribution assumption: employee only about $419,436 at 4% or $279,624 at 6%; with 50% employer match about $279,624 at 4% or $186,416 at 6%; with 100% employer match about $209,718 at 4% or $139,812 at 6%.
Philip Rae & Associates Employee 401(K) Plan-25$1,632,235$191,433$7,657iApproximate average salary by contribution assumption: employee only about $191,433 at 4% or $127,622 at 6%; with 50% employer match about $127,622 at 4% or $85,081 at 6%; with 100% employer match about $95,717 at 4% or $63,811 at 6%.
Philip Rae & Associates Cash Balance Pension Plan & Trust-17$989,490$228,003$13,412iApproximate average salary by contribution assumption: employee only about $335,299 at 4% or $223,532 at 6%; with 50% employer match about $223,532 at 4% or $149,022 at 6%; with 100% employer match about $167,649 at 4% or $111,766 at 6%.
2015226$2,065,560$391,584$15,061iApproximate average salary by contribution assumption: employee only about $376,523 at 4% or $251,015 at 6%; with 50% employer match about $251,015 at 4% or $167,344 at 6%; with 100% employer match about $188,262 at 4% or $125,508 at 6%.
Philip Rae & Associates Employee 401(K) Plan-26$1,369,994$177,372$6,822iApproximate average salary by contribution assumption: employee only about $170,550 at 4% or $113,700 at 6%; with 50% employer match about $113,700 at 4% or $75,800 at 6%; with 100% employer match about $85,275 at 4% or $56,850 at 6%.
Philip Rae & Associates Cash Balance Pension Plan & Trust-14$695,566$214,212$15,301iApproximate average salary by contribution assumption: employee only about $382,521 at 4% or $255,014 at 6%; with 50% employer match about $255,014 at 4% or $170,010 at 6%; with 100% employer match about $191,261 at 4% or $127,507 at 6%.
2014222$1,717,717$454,391$20,654iApproximate average salary by contribution assumption: employee only about $516,353 at 4% or $344,236 at 6%; with 50% employer match about $344,236 at 4% or $229,490 at 6%; with 100% employer match about $258,177 at 4% or $172,118 at 6%.
Philip Rae & Associates Employee 401(K) Plan-22$1,215,475$153,007$6,955iApproximate average salary by contribution assumption: employee only about $173,872 at 4% or $115,914 at 6%; with 50% employer match about $115,914 at 4% or $77,276 at 6%; with 100% employer match about $86,936 at 4% or $57,957 at 6%.
Philip Rae & Associates Cash Balance Pension Plan & Trust-14$502,242$301,384$21,527iApproximate average salary by contribution assumption: employee only about $538,186 at 4% or $358,790 at 6%; with 50% employer match about $358,790 at 4% or $239,194 at 6%; with 100% employer match about $269,093 at 4% or $179,395 at 6%.
2013219$1,219,066$337,058$17,740iApproximate average salary by contribution assumption: employee only about $443,497 at 4% or $295,665 at 6%; with 50% employer match about $295,665 at 4% or $197,110 at 6%; with 100% employer match about $221,749 at 4% or $147,832 at 6%.
Philip Rae & Associates Employee 401(K) Plan-19$1,018,061$136,053$7,161iApproximate average salary by contribution assumption: employee only about $179,017 at 4% or $119,345 at 6%; with 50% employer match about $119,345 at 4% or $79,563 at 6%; with 100% employer match about $89,509 at 4% or $59,672 at 6%.
Philip Rae & Associates Cash Balance Pension Plan & Trust-14$201,005$201,005$14,358iApproximate average salary by contribution assumption: employee only about $358,938 at 4% or $239,292 at 6%; with 50% employer match about $239,292 at 4% or $159,528 at 6%; with 100% employer match about $179,469 at 4% or $119,646 at 6%.
2012116$721,253$119,733$7,483iApproximate average salary by contribution assumption: employee only about $187,083 at 4% or $124,722 at 6%; with 50% employer match about $124,722 at 4% or $83,148 at 6%; with 100% employer match about $93,541 at 4% or $62,361 at 6%.
Philip Rae & Associates Employee 401(K) Plan-16$721,253$119,733$7,483iApproximate average salary by contribution assumption: employee only about $187,083 at 4% or $124,722 at 6%; with 50% employer match about $124,722 at 4% or $83,148 at 6%; with 100% employer match about $93,541 at 4% or $62,361 at 6%.
2011113$538,487$113,218$8,709iApproximate average salary by contribution assumption: employee only about $217,727 at 4% or $145,151 at 6%; with 50% employer match about $145,151 at 4% or $96,768 at 6%; with 100% employer match about $108,863 at 4% or $72,576 at 6%.
Philip Rae & Associates Employee 401(K) Plan-13$538,487$113,218$8,709iApproximate average salary by contribution assumption: employee only about $217,727 at 4% or $145,151 at 6%; with 50% employer match about $145,151 at 4% or $96,768 at 6%; with 100% employer match about $108,863 at 4% or $72,576 at 6%.
2010113$460,330$381,672$29,359iApproximate average salary by contribution assumption: employee only about $733,985 at 4% or $489,323 at 6%; with 50% employer match about $489,323 at 4% or $326,215 at 6%; with 100% employer match about $366,992 at 4% or $244,662 at 6%.
Philip Rae & Associates Employee 401(K) Plan-13$460,330$381,672$29,359iApproximate average salary by contribution assumption: employee only about $733,985 at 4% or $489,323 at 6%; with 50% employer match about $489,323 at 4% or $326,215 at 6%; with 100% employer match about $366,992 at 4% or $244,662 at 6%.
2009113$0$44,693$3,438iApproximate average salary by contribution assumption: employee only about $85,948 at 4% or $57,299 at 6%; with 50% employer match about $57,299 at 4% or $38,199 at 6%; with 100% employer match about $42,974 at 4% or $28,649 at 6%.
Philip Rae & Associates Employee 401(K) Plan-13-$44,693$3,438iApproximate average salary by contribution assumption: employee only about $85,948 at 4% or $57,299 at 6%; with 50% employer match about $57,299 at 4% or $38,199 at 6%; with 100% employer match about $42,974 at 4% or $28,649 at 6%.