Current Snapshot
Latest Year
2024
2024 Participants
129
2024 Assets
$7,411,473
2024 Contributions
$1,722,458
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 | 2 | 129 | $7,411,473 | $1,722,458 | $13,352iApproximate average salary by contribution assumption: employee only about $333,810 at 4% or $222,540 at 6%; with 50% employer match about $222,540 at 4% or $148,360 at 6%; with 100% employer match about $166,905 at 4% or $111,270 at 6%. |
| Ycharts 401(K) Plan | - | 120 | $7,411,473 | $1,722,458 | $14,354iApproximate average salary by contribution assumption: employee only about $358,845 at 4% or $239,230 at 6%; with 50% employer match about $239,230 at 4% or $159,487 at 6%; with 100% employer match about $179,423 at 4% or $119,615 at 6%. |
| Ycharts Inc Wrap Plan | - | 129 | - | - | - |
| 2023 | 2 | 122 | $5,026,650 | $1,504,386 | $12,331iApproximate average salary by contribution assumption: employee only about $308,276 at 4% or $205,517 at 6%; with 50% employer match about $205,517 at 4% or $137,011 at 6%; with 100% employer match about $154,138 at 4% or $102,759 at 6%. |
| Ycharts 401(K) Plan | - | 118 | $5,026,650 | $1,504,386 | $12,749iApproximate average salary by contribution assumption: employee only about $318,726 at 4% or $212,484 at 6%; with 50% employer match about $212,484 at 4% or $141,656 at 6%; with 100% employer match about $159,363 at 4% or $106,242 at 6%. |
| Ycharts Inc Wrap Plan | - | 122 | - | - | - |
| 2022 | 1 | 128 | $2,998,714 | $1,170,218 | $9,142iApproximate average salary by contribution assumption: employee only about $228,558 at 4% or $152,372 at 6%; with 50% employer match about $152,372 at 4% or $101,581 at 6%; with 100% employer match about $114,279 at 4% or $76,186 at 6%. |
| Ycharts 401(K) Plan | - | 128 | $2,998,714 | $1,170,218 | $9,142iApproximate average salary by contribution assumption: employee only about $228,558 at 4% or $152,372 at 6%; with 50% employer match about $152,372 at 4% or $101,581 at 6%; with 100% employer match about $114,279 at 4% or $76,186 at 6%. |
| 2021 | 1 | 95 | $2,473,879 | $932,612 | $9,817iApproximate average salary by contribution assumption: employee only about $245,424 at 4% or $163,616 at 6%; with 50% employer match about $163,616 at 4% or $109,077 at 6%; with 100% employer match about $122,712 at 4% or $81,808 at 6%. |
| Ycharts 401(K) Plan | - | 95 | $2,473,879 | $932,612 | $9,817iApproximate average salary by contribution assumption: employee only about $245,424 at 4% or $163,616 at 6%; with 50% employer match about $163,616 at 4% or $109,077 at 6%; with 100% employer match about $122,712 at 4% or $81,808 at 6%. |
| 2020 | 1 | 41 | $1,389,125 | $421,791 | $10,288iApproximate average salary by contribution assumption: employee only about $257,190 at 4% or $171,460 at 6%; with 50% employer match about $171,460 at 4% or $114,307 at 6%; with 100% employer match about $128,595 at 4% or $85,730 at 6%. |
| Ycharts 401(K) Plan | - | 41 | $1,389,125 | $421,791 | $10,288iApproximate average salary by contribution assumption: employee only about $257,190 at 4% or $171,460 at 6%; with 50% employer match about $171,460 at 4% or $114,307 at 6%; with 100% employer match about $128,595 at 4% or $85,730 at 6%. |
| 2019 | 1 | 29 | $806,036 | $274,771 | $9,475iApproximate average salary by contribution assumption: employee only about $236,872 at 4% or $157,914 at 6%; with 50% employer match about $157,914 at 4% or $105,276 at 6%; with 100% employer match about $118,436 at 4% or $78,957 at 6%. |
| Ycharts 401(K) Plan | - | 29 | $806,036 | $274,771 | $9,475iApproximate average salary by contribution assumption: employee only about $236,872 at 4% or $157,914 at 6%; with 50% employer match about $157,914 at 4% or $105,276 at 6%; with 100% employer match about $118,436 at 4% or $78,957 at 6%. |
| 2018 | 1 | 23 | $458,839 | $186,483 | $8,108iApproximate average salary by contribution assumption: employee only about $202,699 at 4% or $135,133 at 6%; with 50% employer match about $135,133 at 4% or $90,088 at 6%; with 100% employer match about $101,349 at 4% or $67,566 at 6%. |
| Ycharts 401(K) Plan | - | 23 | $458,839 | $186,483 | $8,108iApproximate average salary by contribution assumption: employee only about $202,699 at 4% or $135,133 at 6%; with 50% employer match about $135,133 at 4% or $90,088 at 6%; with 100% employer match about $101,349 at 4% or $67,566 at 6%. |
| 2017 | 1 | 22 | $430,541 | $146,377 | $6,654iApproximate average salary by contribution assumption: employee only about $166,338 at 4% or $110,892 at 6%; with 50% employer match about $110,892 at 4% or $73,928 at 6%; with 100% employer match about $83,169 at 4% or $55,446 at 6%. |
| Ycharts 401(K) Plan | - | 22 | $430,541 | $146,377 | $6,654iApproximate average salary by contribution assumption: employee only about $166,338 at 4% or $110,892 at 6%; with 50% employer match about $110,892 at 4% or $73,928 at 6%; with 100% employer match about $83,169 at 4% or $55,446 at 6%. |
| 2016 | 1 | 19 | $245,162 | $127,248 | $6,697iApproximate average salary by contribution assumption: employee only about $167,432 at 4% or $111,621 at 6%; with 50% employer match about $111,621 at 4% or $74,414 at 6%; with 100% employer match about $83,716 at 4% or $55,811 at 6%. |
| Ycharts 401(K) Plan | - | 19 | $245,162 | $127,248 | $6,697iApproximate average salary by contribution assumption: employee only about $167,432 at 4% or $111,621 at 6%; with 50% employer match about $111,621 at 4% or $74,414 at 6%; with 100% employer match about $83,716 at 4% or $55,811 at 6%. |
| 2015 | 1 | 18 | $126,575 | $114,987 | $6,388iApproximate average salary by contribution assumption: employee only about $159,704 at 4% or $106,469 at 6%; with 50% employer match about $106,469 at 4% or $70,980 at 6%; with 100% employer match about $79,852 at 4% or $53,235 at 6%. |
| Ycharts 401(K) Plan | - | 18 | $126,575 | $114,987 | $6,388iApproximate average salary by contribution assumption: employee only about $159,704 at 4% or $106,469 at 6%; with 50% employer match about $106,469 at 4% or $70,980 at 6%; with 100% employer match about $79,852 at 4% or $53,235 at 6%. |
| 2014 | 1 | 5 | $13,517 | $13,213 | $2,643iApproximate average salary by contribution assumption: employee only about $66,065 at 4% or $44,043 at 6%; with 50% employer match about $44,043 at 4% or $29,362 at 6%; with 100% employer match about $33,033 at 4% or $22,022 at 6%. |
| Ycharts 401(K) Plan | - | 5 | $13,517 | $13,213 | $2,643iApproximate average salary by contribution assumption: employee only about $66,065 at 4% or $44,043 at 6%; with 50% employer match about $44,043 at 4% or $29,362 at 6%; with 100% employer match about $33,033 at 4% or $22,022 at 6%. |