Civic Intelligence

David E Foley, Clu

Plan context: David E Foley, Clu Retirement Plan

EIN 31-0893074 • Springfield, OH • 27 filings • 2 plans

P O Box 1728Springfield, OH 45501-1728
Current Snapshot

Latest Year

2025

2025 Participants

10

2025 Assets

$6,869,988

2025 Contributions

$120,451

Historical Graphs

Total Assets Over Time

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

$6,869,988$3,434,994$0199920122025YearValue
$6,869,988Latest year 2025

Participants Over Time

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

19100199920122025YearValue
10Latest 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
2025110$6,869,988$120,451$12,045iApproximate average salary by contribution assumption: employee only about $301,128 at 4% or $200,752 at 6%; with 50% employer match about $200,752 at 4% or $133,834 at 6%; with 100% employer match about $150,564 at 4% or $100,376 at 6%.
David E Foley, Clu Retirement Plan-10$6,869,988$120,451$12,045iApproximate average salary by contribution assumption: employee only about $301,128 at 4% or $200,752 at 6%; with 50% employer match about $200,752 at 4% or $133,834 at 6%; with 100% employer match about $150,564 at 4% or $100,376 at 6%.
2024111$5,917,764$118,701$10,791iApproximate average salary by contribution assumption: employee only about $269,775 at 4% or $179,850 at 6%; with 50% employer match about $179,850 at 4% or $119,900 at 6%; with 100% employer match about $134,888 at 4% or $89,925 at 6%.
David E Foley, Clu Retirement Plan-11$5,917,764$118,701$10,791iApproximate average salary by contribution assumption: employee only about $269,775 at 4% or $179,850 at 6%; with 50% employer match about $179,850 at 4% or $119,900 at 6%; with 100% employer match about $134,888 at 4% or $89,925 at 6%.
2023110$4,938,990$109,489$10,949iApproximate average salary by contribution assumption: employee only about $273,723 at 4% or $182,482 at 6%; with 50% employer match about $182,482 at 4% or $121,654 at 6%; with 100% employer match about $136,861 at 4% or $91,241 at 6%.
David E Foley, Clu Retirement Plan-10$4,938,990$109,489$10,949iApproximate average salary by contribution assumption: employee only about $273,723 at 4% or $182,482 at 6%; with 50% employer match about $182,482 at 4% or $121,654 at 6%; with 100% employer match about $136,861 at 4% or $91,241 at 6%.
2022112$4,045,760$97,022$8,085iApproximate average salary by contribution assumption: employee only about $202,129 at 4% or $134,753 at 6%; with 50% employer match about $134,753 at 4% or $89,835 at 6%; with 100% employer match about $101,065 at 4% or $67,376 at 6%.
David E Foley, Clu Retirement Plan-12$4,045,760$97,022$8,085iApproximate average salary by contribution assumption: employee only about $202,129 at 4% or $134,753 at 6%; with 50% employer match about $134,753 at 4% or $89,835 at 6%; with 100% employer match about $101,065 at 4% or $67,376 at 6%.
2021112$5,294,818$94,400$7,867iApproximate average salary by contribution assumption: employee only about $196,667 at 4% or $131,111 at 6%; with 50% employer match about $131,111 at 4% or $87,407 at 6%; with 100% employer match about $98,333 at 4% or $65,556 at 6%.
David E Foley, Clu Retirement Plan-12$5,294,818$94,400$7,867iApproximate average salary by contribution assumption: employee only about $196,667 at 4% or $131,111 at 6%; with 50% employer match about $131,111 at 4% or $87,407 at 6%; with 100% employer match about $98,333 at 4% or $65,556 at 6%.
2020112$4,859,637$83,379$6,948iApproximate average salary by contribution assumption: employee only about $173,706 at 4% or $115,804 at 6%; with 50% employer match about $115,804 at 4% or $77,203 at 6%; with 100% employer match about $86,853 at 4% or $57,902 at 6%.
David E Foley, Clu Retirement Plan-12$4,859,637$83,379$6,948iApproximate average salary by contribution assumption: employee only about $173,706 at 4% or $115,804 at 6%; with 50% employer match about $115,804 at 4% or $77,203 at 6%; with 100% employer match about $86,853 at 4% or $57,902 at 6%.
2019112$3,954,848$75,709$6,309iApproximate average salary by contribution assumption: employee only about $157,727 at 4% or $105,151 at 6%; with 50% employer match about $105,151 at 4% or $70,101 at 6%; with 100% employer match about $78,864 at 4% or $52,576 at 6%.
David E Foley, Clu Retirement Plan-12$3,954,848$75,709$6,309iApproximate average salary by contribution assumption: employee only about $157,727 at 4% or $105,151 at 6%; with 50% employer match about $105,151 at 4% or $70,101 at 6%; with 100% employer match about $78,864 at 4% or $52,576 at 6%.
2018112$3,170,594$78,015$6,501iApproximate average salary by contribution assumption: employee only about $162,531 at 4% or $108,354 at 6%; with 50% employer match about $108,354 at 4% or $72,236 at 6%; with 100% employer match about $81,266 at 4% or $54,177 at 6%.
David E Foley, Clu Retirement Plan-12$3,170,594$78,015$6,501iApproximate average salary by contribution assumption: employee only about $162,531 at 4% or $108,354 at 6%; with 50% employer match about $108,354 at 4% or $72,236 at 6%; with 100% employer match about $81,266 at 4% or $54,177 at 6%.
2017112$3,337,924$85,916$7,160iApproximate average salary by contribution assumption: employee only about $178,992 at 4% or $119,328 at 6%; with 50% employer match about $119,328 at 4% or $79,552 at 6%; with 100% employer match about $89,496 at 4% or $59,664 at 6%.
David E Foley, Clu Retirement Plan-12$3,337,924$85,916$7,160iApproximate average salary by contribution assumption: employee only about $178,992 at 4% or $119,328 at 6%; with 50% employer match about $119,328 at 4% or $79,552 at 6%; with 100% employer match about $89,496 at 4% or $59,664 at 6%.
2016113$2,882,805$77,796$5,984iApproximate average salary by contribution assumption: employee only about $149,608 at 4% or $99,738 at 6%; with 50% employer match about $99,738 at 4% or $66,492 at 6%; with 100% employer match about $74,804 at 4% or $49,869 at 6%.
David E Foley, Clu Retirement Plan-13$2,882,805$77,796$5,984iApproximate average salary by contribution assumption: employee only about $149,608 at 4% or $99,738 at 6%; with 50% employer match about $99,738 at 4% or $66,492 at 6%; with 100% employer match about $74,804 at 4% or $49,869 at 6%.
2015114$2,680,499$81,678$5,834iApproximate average salary by contribution assumption: employee only about $145,854 at 4% or $97,236 at 6%; with 50% employer match about $97,236 at 4% or $64,824 at 6%; with 100% employer match about $72,927 at 4% or $48,618 at 6%.
David E Foley, Clu Retirement Plan-14$2,680,499$81,678$5,834iApproximate average salary by contribution assumption: employee only about $145,854 at 4% or $97,236 at 6%; with 50% employer match about $97,236 at 4% or $64,824 at 6%; with 100% employer match about $72,927 at 4% or $48,618 at 6%.
2014112$3,066,068$86,276$7,190iApproximate average salary by contribution assumption: employee only about $179,742 at 4% or $119,828 at 6%; with 50% employer match about $119,828 at 4% or $79,885 at 6%; with 100% employer match about $89,871 at 4% or $59,914 at 6%.
David E Foley, Clu Retirement Plan-12$3,066,068$86,276$7,190iApproximate average salary by contribution assumption: employee only about $179,742 at 4% or $119,828 at 6%; with 50% employer match about $119,828 at 4% or $79,885 at 6%; with 100% employer match about $89,871 at 4% or $59,914 at 6%.
2013113$2,736,233$107,674$8,283iApproximate average salary by contribution assumption: employee only about $207,065 at 4% or $138,044 at 6%; with 50% employer match about $138,044 at 4% or $92,029 at 6%; with 100% employer match about $103,533 at 4% or $69,022 at 6%.
David E Foley, Clu Retirement Plan-13$2,736,233$107,674$8,283iApproximate average salary by contribution assumption: employee only about $207,065 at 4% or $138,044 at 6%; with 50% employer match about $138,044 at 4% or $92,029 at 6%; with 100% employer match about $103,533 at 4% or $69,022 at 6%.
2012112$2,118,932$105,311$8,776iApproximate average salary by contribution assumption: employee only about $219,398 at 4% or $146,265 at 6%; with 50% employer match about $146,265 at 4% or $97,510 at 6%; with 100% employer match about $109,699 at 4% or $73,133 at 6%.
David E Foley, Clu Retirement Plan-12$2,118,932$105,311$8,776iApproximate average salary by contribution assumption: employee only about $219,398 at 4% or $146,265 at 6%; with 50% employer match about $146,265 at 4% or $97,510 at 6%; with 100% employer match about $109,699 at 4% or $73,133 at 6%.
2011113$1,813,826$615,275$47,329iApproximate average salary by contribution assumption: employee only about $1,183,221 at 4% or $788,814 at 6%; with 50% employer match about $788,814 at 4% or $525,876 at 6%; with 100% employer match about $591,611 at 4% or $394,407 at 6%.
David E Foley, Clu Retirement Plan-13$1,813,826$615,275$47,329iApproximate average salary by contribution assumption: employee only about $1,183,221 at 4% or $788,814 at 6%; with 50% employer match about $788,814 at 4% or $525,876 at 6%; with 100% employer match about $591,611 at 4% or $394,407 at 6%.
2010114$1,738,026$98,109$7,008iApproximate average salary by contribution assumption: employee only about $175,195 at 4% or $116,796 at 6%; with 50% employer match about $116,796 at 4% or $77,864 at 6%; with 100% employer match about $87,597 at 4% or $58,398 at 6%.
David E Foley, Clu Retirement Plan-14$1,738,026$98,109$7,008iApproximate average salary by contribution assumption: employee only about $175,195 at 4% or $116,796 at 6%; with 50% employer match about $116,796 at 4% or $77,864 at 6%; with 100% employer match about $87,597 at 4% or $58,398 at 6%.
2009114$1,517,768$120,358$8,597iApproximate average salary by contribution assumption: employee only about $214,925 at 4% or $143,283 at 6%; with 50% employer match about $143,283 at 4% or $95,522 at 6%; with 100% employer match about $107,463 at 4% or $71,642 at 6%.
David E Foley, Clu Retirement Plan-14$1,517,768$120,358$8,597iApproximate average salary by contribution assumption: employee only about $214,925 at 4% or $143,283 at 6%; with 50% employer match about $143,283 at 4% or $95,522 at 6%; with 100% employer match about $107,463 at 4% or $71,642 at 6%.
2008116$1,043,443$158,783$9,924iApproximate average salary by contribution assumption: employee only about $248,098 at 4% or $165,399 at 6%; with 50% employer match about $165,399 at 4% or $110,266 at 6%; with 100% employer match about $124,049 at 4% or $82,699 at 6%.
David E Foley, Clu Retirement Plan-16$1,043,443$158,783$9,924iApproximate average salary by contribution assumption: employee only about $248,098 at 4% or $165,399 at 6%; with 50% employer match about $165,399 at 4% or $110,266 at 6%; with 100% employer match about $124,049 at 4% or $82,699 at 6%.
2007115$2,061,030$156,860$10,457iApproximate average salary by contribution assumption: employee only about $261,433 at 4% or $174,289 at 6%; with 50% employer match about $174,289 at 4% or $116,193 at 6%; with 100% employer match about $130,717 at 4% or $87,144 at 6%.
David E Foley, Clu Retirement Plan-15$2,061,030$156,860$10,457iApproximate average salary by contribution assumption: employee only about $261,433 at 4% or $174,289 at 6%; with 50% employer match about $174,289 at 4% or $116,193 at 6%; with 100% employer match about $130,717 at 4% or $87,144 at 6%.
2006116$2,118,833$152,969$9,561iApproximate average salary by contribution assumption: employee only about $239,014 at 4% or $159,343 at 6%; with 50% employer match about $159,343 at 4% or $106,228 at 6%; with 100% employer match about $119,507 at 4% or $79,671 at 6%.
David E Foley, Clu Retirement Plan-16$2,118,833$152,969$9,561iApproximate average salary by contribution assumption: employee only about $239,014 at 4% or $159,343 at 6%; with 50% employer match about $159,343 at 4% or $106,228 at 6%; with 100% employer match about $119,507 at 4% or $79,671 at 6%.
2005119$1,740,789$161,126$8,480iApproximate average salary by contribution assumption: employee only about $212,008 at 4% or $141,339 at 6%; with 50% employer match about $141,339 at 4% or $94,226 at 6%; with 100% employer match about $106,004 at 4% or $70,669 at 6%.
David E Foley, Clu Retirement Plan-19$1,740,789$161,126$8,480iApproximate average salary by contribution assumption: employee only about $212,008 at 4% or $141,339 at 6%; with 50% employer match about $141,339 at 4% or $94,226 at 6%; with 100% employer match about $106,004 at 4% or $70,669 at 6%.
2004116$1,514,968$154,058$9,629iApproximate average salary by contribution assumption: employee only about $240,716 at 4% or $160,477 at 6%; with 50% employer match about $160,477 at 4% or $106,985 at 6%; with 100% employer match about $120,358 at 4% or $80,239 at 6%.
David E Foley, Clu Retirement Plan-16$1,514,968$154,058$9,629iApproximate average salary by contribution assumption: employee only about $240,716 at 4% or $160,477 at 6%; with 50% employer match about $160,477 at 4% or $106,985 at 6%; with 100% employer match about $120,358 at 4% or $80,239 at 6%.
2003118$1,238,399$83,768$4,654iApproximate average salary by contribution assumption: employee only about $116,344 at 4% or $77,563 at 6%; with 50% employer match about $77,563 at 4% or $51,709 at 6%; with 100% employer match about $58,172 at 4% or $38,781 at 6%.
David E Foley, Clu Retirement Plan-18$1,238,399$83,768$4,654iApproximate average salary by contribution assumption: employee only about $116,344 at 4% or $77,563 at 6%; with 50% employer match about $77,563 at 4% or $51,709 at 6%; with 100% employer match about $58,172 at 4% or $38,781 at 6%.
2002117$901,237$142,345$8,373iApproximate average salary by contribution assumption: employee only about $209,331 at 4% or $139,554 at 6%; with 50% employer match about $139,554 at 4% or $93,036 at 6%; with 100% employer match about $104,665 at 4% or $69,777 at 6%.
David E Foley, Clu Retirement Plan-17$901,237$142,345$8,373iApproximate average salary by contribution assumption: employee only about $209,331 at 4% or $139,554 at 6%; with 50% employer match about $139,554 at 4% or $93,036 at 6%; with 100% employer match about $104,665 at 4% or $69,777 at 6%.
2001114$1,074,187$88,544$6,325iApproximate average salary by contribution assumption: employee only about $158,114 at 4% or $105,410 at 6%; with 50% employer match about $105,410 at 4% or $70,273 at 6%; with 100% employer match about $79,057 at 4% or $52,705 at 6%.
David E Foley, Clu Retirement Plan-14$1,074,187$88,544$6,325iApproximate average salary by contribution assumption: employee only about $158,114 at 4% or $105,410 at 6%; with 50% employer match about $105,410 at 4% or $70,273 at 6%; with 100% employer match about $79,057 at 4% or $52,705 at 6%.
2000112$1,257,438$85,933$7,161iApproximate average salary by contribution assumption: employee only about $179,027 at 4% or $119,351 at 6%; with 50% employer match about $119,351 at 4% or $79,568 at 6%; with 100% employer match about $89,514 at 4% or $59,676 at 6%.
David E Foley, Clu Retirement Plan-12$1,257,438$85,933$7,161iApproximate average salary by contribution assumption: employee only about $179,027 at 4% or $119,351 at 6%; with 50% employer match about $119,351 at 4% or $79,568 at 6%; with 100% employer match about $89,514 at 4% or $59,676 at 6%.
199919$1,596,393$78,428$8,714iApproximate average salary by contribution assumption: employee only about $217,856 at 4% or $145,237 at 6%; with 50% employer match about $145,237 at 4% or $96,825 at 6%; with 100% employer match about $108,928 at 4% or $72,619 at 6%.
David E Foley, Clu Retirement Plan-9$1,596,393$78,428$8,714iApproximate average salary by contribution assumption: employee only about $217,856 at 4% or $145,237 at 6%; with 50% employer match about $145,237 at 4% or $96,825 at 6%; with 100% employer match about $108,928 at 4% or $72,619 at 6%.