Civic Intelligence

BERKELEY ENDOWMENT MANAGEMENT CO.

Plan context: BERKELEY ENDOWMENT MANAGEMENT CO. 401(K) PLAN

EIN 27-0652636 • Berkeley, CA • 16 filings • 3 plans

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1995 University AveSuite 401Berkeley, CA 94704
Current Snapshot

Latest Year

2025

2025 Participants

17

2025 Assets

$4,738,609

2025 Contributions

$477,551

Historical Graphs

Total Assets Over Time

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

$4,738,609$2,369,305$0201020182025YearValue
$4,738,609Latest year 2025

Participants Over Time

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

1890201020182025YearValue
17Latest year 2025

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
2025117$4,738,609$477,551$28,091iApproximate average salary by contribution assumption: employee only about $702,281 at 4% or $468,187 at 6%; with 50% employer match about $468,187 at 4% or $312,125 at 6%; with 100% employer match about $351,140 at 4% or $234,094 at 6%.
BERKELEY ENDOWMENT MANAGEMENT CO. 401(K) PLAN-17$4,738,609$477,551$28,091iApproximate average salary by contribution assumption: employee only about $702,281 at 4% or $468,187 at 6%; with 50% employer match about $468,187 at 4% or $312,125 at 6%; with 100% employer match about $351,140 at 4% or $234,094 at 6%.
2024118$3,679,213$426,873$23,715iApproximate average salary by contribution assumption: employee only about $592,879 at 4% or $395,253 at 6%; with 50% employer match about $395,253 at 4% or $263,502 at 6%; with 100% employer match about $296,440 at 4% or $197,626 at 6%.
BERKELEY ENDOWMENT MANAGEMENT CO. 401(K) PLAN-18$3,679,213$426,873$23,715iApproximate average salary by contribution assumption: employee only about $592,879 at 4% or $395,253 at 6%; with 50% employer match about $395,253 at 4% or $263,502 at 6%; with 100% employer match about $296,440 at 4% or $197,626 at 6%.
2023115$2,883,036$461,120$30,741iApproximate average salary by contribution assumption: employee only about $768,533 at 4% or $512,356 at 6%; with 50% employer match about $512,356 at 4% or $341,570 at 6%; with 100% employer match about $384,267 at 4% or $256,178 at 6%.
BERKELEY ENDOWMENT MANAGEMENT CO. 401(K) PLAN-15$2,883,036$461,120$30,741iApproximate average salary by contribution assumption: employee only about $768,533 at 4% or $512,356 at 6%; with 50% employer match about $512,356 at 4% or $341,570 at 6%; with 100% employer match about $384,267 at 4% or $256,178 at 6%.
2022115$2,057,515$431,855$28,790iApproximate average salary by contribution assumption: employee only about $719,758 at 4% or $479,839 at 6%; with 50% employer match about $479,839 at 4% or $319,893 at 6%; with 100% employer match about $359,879 at 4% or $239,919 at 6%.
BERKELEY ENDOWMENT MANAGEMENT CO. 401(K) PLAN-15$2,057,515$431,855$28,790iApproximate average salary by contribution assumption: employee only about $719,758 at 4% or $479,839 at 6%; with 50% employer match about $479,839 at 4% or $319,893 at 6%; with 100% employer match about $359,879 at 4% or $239,919 at 6%.
2021116$2,064,352$395,253$24,703iApproximate average salary by contribution assumption: employee only about $617,583 at 4% or $411,722 at 6%; with 50% employer match about $411,722 at 4% or $274,481 at 6%; with 100% employer match about $308,791 at 4% or $205,861 at 6%.
BERKELEY ENDOWMENT MANAGEMENT CO. 401(K) PLAN-16$2,064,352$395,253$24,703iApproximate average salary by contribution assumption: employee only about $617,583 at 4% or $411,722 at 6%; with 50% employer match about $411,722 at 4% or $274,481 at 6%; with 100% employer match about $308,791 at 4% or $205,861 at 6%.
2020113$1,671,379$318,140$24,472iApproximate average salary by contribution assumption: employee only about $611,808 at 4% or $407,872 at 6%; with 50% employer match about $407,872 at 4% or $271,915 at 6%; with 100% employer match about $305,904 at 4% or $203,936 at 6%.
BERKELEY ENDOWMENT MANAGEMENT CO. 401(K) PLAN-13$1,671,379$318,140$24,472iApproximate average salary by contribution assumption: employee only about $611,808 at 4% or $407,872 at 6%; with 50% employer match about $407,872 at 4% or $271,915 at 6%; with 100% employer match about $305,904 at 4% or $203,936 at 6%.
2019113$1,386,462$344,681$26,514iApproximate average salary by contribution assumption: employee only about $662,848 at 4% or $441,899 at 6%; with 50% employer match about $441,899 at 4% or $294,599 at 6%; with 100% employer match about $331,424 at 4% or $220,949 at 6%.
BERKELEY ENDOWMENT MANAGEMENT CO. 401(K) PLAN-13$1,386,462$344,681$26,514iApproximate average salary by contribution assumption: employee only about $662,848 at 4% or $441,899 at 6%; with 50% employer match about $441,899 at 4% or $294,599 at 6%; with 100% employer match about $331,424 at 4% or $220,949 at 6%.
2018113$1,321,148$274,795$21,138iApproximate average salary by contribution assumption: employee only about $528,452 at 4% or $352,301 at 6%; with 50% employer match about $352,301 at 4% or $234,868 at 6%; with 100% employer match about $264,226 at 4% or $176,151 at 6%.
BERKELEY ENDOWMENT MANAGEMENT CO. 401(K) PLAN-13$1,321,148$274,795$21,138iApproximate average salary by contribution assumption: employee only about $528,452 at 4% or $352,301 at 6%; with 50% employer match about $352,301 at 4% or $234,868 at 6%; with 100% employer match about $264,226 at 4% or $176,151 at 6%.
2017114$1,524,020$284,174$20,298iApproximate average salary by contribution assumption: employee only about $507,454 at 4% or $338,302 at 6%; with 50% employer match about $338,302 at 4% or $225,535 at 6%; with 100% employer match about $253,727 at 4% or $169,151 at 6%.
BERKELEY ENDOWMENT MANAGEMENT CO. 401(K) PLAN-14$1,524,020$284,174$20,298iApproximate average salary by contribution assumption: employee only about $507,454 at 4% or $338,302 at 6%; with 50% employer match about $338,302 at 4% or $225,535 at 6%; with 100% employer match about $253,727 at 4% or $169,151 at 6%.
2016112$1,052,230$242,861$20,238iApproximate average salary by contribution assumption: employee only about $505,960 at 4% or $337,307 at 6%; with 50% employer match about $337,307 at 4% or $224,871 at 6%; with 100% employer match about $252,980 at 4% or $168,653 at 6%.
BERKELEY ENDOWMENT MANAGEMENT CO. 401(K) PLAN-12$1,052,230$242,861$20,238iApproximate average salary by contribution assumption: employee only about $505,960 at 4% or $337,307 at 6%; with 50% employer match about $337,307 at 4% or $224,871 at 6%; with 100% employer match about $252,980 at 4% or $168,653 at 6%.
2015113$949,211$274,363$21,105iApproximate average salary by contribution assumption: employee only about $527,621 at 4% or $351,747 at 6%; with 50% employer match about $351,747 at 4% or $234,498 at 6%; with 100% employer match about $263,811 at 4% or $175,874 at 6%.
BERKELEY ENDOWMENT MANAGEMENT CO. 401(K) PLAN-13$949,211$274,363$21,105iApproximate average salary by contribution assumption: employee only about $527,621 at 4% or $351,747 at 6%; with 50% employer match about $351,747 at 4% or $234,498 at 6%; with 100% employer match about $263,811 at 4% or $175,874 at 6%.
2014111$745,610$173,729$15,794iApproximate average salary by contribution assumption: employee only about $394,839 at 4% or $263,226 at 6%; with 50% employer match about $263,226 at 4% or $175,484 at 6%; with 100% employer match about $197,419 at 4% or $131,613 at 6%.
BERKELEY ENDOWMENT MANAGEMENT CO. 401(K) PLAN-11$745,610$173,729$15,794iApproximate average salary by contribution assumption: employee only about $394,839 at 4% or $263,226 at 6%; with 50% employer match about $263,226 at 4% or $175,484 at 6%; with 100% employer match about $197,419 at 4% or $131,613 at 6%.
201317$589,149$188,271$26,896iApproximate average salary by contribution assumption: employee only about $672,396 at 4% or $448,264 at 6%; with 50% employer match about $448,264 at 4% or $298,843 at 6%; with 100% employer match about $336,198 at 4% or $224,132 at 6%.
BERKELEY ENDOWMENT MANAGEMENT CO.-7$589,149$188,271$26,896iApproximate average salary by contribution assumption: employee only about $672,396 at 4% or $448,264 at 6%; with 50% employer match about $448,264 at 4% or $298,843 at 6%; with 100% employer match about $336,198 at 4% or $224,132 at 6%.
201216$352,705$149,674$24,946iApproximate average salary by contribution assumption: employee only about $623,642 at 4% or $415,761 at 6%; with 50% employer match about $415,761 at 4% or $277,174 at 6%; with 100% employer match about $311,821 at 4% or $207,881 at 6%.
BERKELEY ENDOWMENT MANAGEMENT CO. 401K PLAN-6$352,705$149,674$24,946iApproximate average salary by contribution assumption: employee only about $623,642 at 4% or $415,761 at 6%; with 50% employer match about $415,761 at 4% or $277,174 at 6%; with 100% employer match about $311,821 at 4% or $207,881 at 6%.
201116$192,698$134,116$22,353iApproximate average salary by contribution assumption: employee only about $558,817 at 4% or $372,544 at 6%; with 50% employer match about $372,544 at 4% or $248,363 at 6%; with 100% employer match about $279,408 at 4% or $186,272 at 6%.
BERKELEY ENDOWMENT MANAGEMENT CO. 401K PLAN-6$192,698$134,116$22,353iApproximate average salary by contribution assumption: employee only about $558,817 at 4% or $372,544 at 6%; with 50% employer match about $372,544 at 4% or $248,363 at 6%; with 100% employer match about $279,408 at 4% or $186,272 at 6%.
201014$81,561$72,941$18,235iApproximate average salary by contribution assumption: employee only about $455,881 at 4% or $303,921 at 6%; with 50% employer match about $303,921 at 4% or $202,614 at 6%; with 100% employer match about $227,941 at 4% or $151,960 at 6%.
BERKELEY ENDOWMENT MANAGEMENT CO. 401(K) PLAN-4$81,561$72,941$18,235iApproximate average salary by contribution assumption: employee only about $455,881 at 4% or $303,921 at 6%; with 50% employer match about $303,921 at 4% or $202,614 at 6%; with 100% employer match about $227,941 at 4% or $151,960 at 6%.