Civic Intelligence

Zerto Inc.

Plan context: Zerto Retirement Plan

EIN 33-1221027 • Boston, MA • 11 filings • 5 plans

27-43 Wormwood StreetSuite 530Boston, MA 02210
Current Snapshot

Latest Year

2022

2022 Participants

280

2022 Assets

$18,279,764

2022 Contributions

$2,590,617

Historical Graphs

Total Assets Over Time

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

$19,516,159$9,758,080$0201120192021YearValue
$18,279,764Latest year 2021

Participants Over Time

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

3491750201120132020YearValue
280Latest year 2020

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
202210$0$0-
Zerto Retirement Plan-0---
202120$18,279,764$2,590,617-
Zerto Retirement Plan-0$18,279,764$2,590,617-
ZERTO, INC. HEALTH AND WELFARE PLAN-0---
20202280$19,516,159$5,158,381$18,423iApproximate average salary by contribution assumption: employee only about $460,570 at 4% or $307,046 at 6%; with 50% employer match about $307,046 at 4% or $204,698 at 6%; with 100% employer match about $230,285 at 4% or $153,523 at 6%.
Zerto Retirement Plan-277$19,516,159$5,158,381$18,622iApproximate average salary by contribution assumption: employee only about $465,558 at 4% or $310,372 at 6%; with 50% employer match about $310,372 at 4% or $206,915 at 6%; with 100% employer match about $232,779 at 4% or $155,186 at 6%.
ZERTO, INC. HEALTH AND WELFARE PLAN-280---
20192349$15,700,067$6,833,970$19,582iApproximate average salary by contribution assumption: employee only about $489,539 at 4% or $326,360 at 6%; with 50% employer match about $326,360 at 4% or $217,573 at 6%; with 100% employer match about $244,770 at 4% or $163,180 at 6%.
Zerto Retirement Plan-346$15,700,067$6,833,970$19,751iApproximate average salary by contribution assumption: employee only about $493,784 at 4% or $329,189 at 6%; with 50% employer match about $329,189 at 4% or $219,460 at 6%; with 100% employer match about $246,892 at 4% or $164,595 at 6%.
ZERTO, INC. HEALTH AND WELFARE PLAN-349---
201410$0$99,215-
Zerto Retirement Plan-0$0$99,215-
2013118$273,690$141,174$7,843iApproximate average salary by contribution assumption: employee only about $196,075 at 4% or $130,717 at 6%; with 50% employer match about $130,717 at 4% or $87,144 at 6%; with 100% employer match about $98,038 at 4% or $65,358 at 6%.
Zerto Retirement Plan-18$273,690$141,174$7,843iApproximate average salary by contribution assumption: employee only about $196,075 at 4% or $130,717 at 6%; with 50% employer match about $130,717 at 4% or $87,144 at 6%; with 100% employer match about $98,038 at 4% or $65,358 at 6%.
2012110$92,685$77,398$7,740iApproximate average salary by contribution assumption: employee only about $193,495 at 4% or $128,997 at 6%; with 50% employer match about $128,997 at 4% or $85,998 at 6%; with 100% employer match about $96,748 at 4% or $64,498 at 6%.
Zerto Retirement Plan-10$92,685$77,398$7,740iApproximate average salary by contribution assumption: employee only about $193,495 at 4% or $128,997 at 6%; with 50% employer match about $128,997 at 4% or $85,998 at 6%; with 100% employer match about $96,748 at 4% or $64,498 at 6%.
201113$11,431$11,499$3,833iApproximate average salary by contribution assumption: employee only about $95,825 at 4% or $63,883 at 6%; with 50% employer match about $63,883 at 4% or $42,589 at 6%; with 100% employer match about $47,913 at 4% or $31,942 at 6%.
Zerto Retirement Plan-3$11,431$11,499$3,833iApproximate average salary by contribution assumption: employee only about $95,825 at 4% or $63,883 at 6%; with 50% employer match about $63,883 at 4% or $42,589 at 6%; with 100% employer match about $47,913 at 4% or $31,942 at 6%.