Arlington Roe & Co. Inc.
Plan context: Arlington Roe & Co. Inc. 401K Plan
EIN 35-1150545 • 41 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
249
2024 Assets
$21,103,723
2024 Contributions
$2,255,839
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 | 249 | $21,103,723 | $2,255,839 | $9,060iApproximate average salary by contribution assumption: employee only about $226,490 at 4% or $150,993 at 6%; with 50% employer match about $150,993 at 4% or $100,662 at 6%; with 100% employer match about $113,245 at 4% or $75,497 at 6%. |
| Arlington Roe & Co. Inc. 401K Plan | - | 249 | $21,103,723 | $2,255,839 | $9,060iApproximate average salary by contribution assumption: employee only about $226,490 at 4% or $150,993 at 6%; with 50% employer match about $150,993 at 4% or $100,662 at 6%; with 100% employer match about $113,245 at 4% or $75,497 at 6%. |
| Arlington/Roe and Co. Inc. Welfare Benefit Plan | - | 236 | - | - | - |
| 2023 | 2 | 227 | $17,128,479 | $2,048,568 | $9,025iApproximate average salary by contribution assumption: employee only about $225,613 at 4% or $150,409 at 6%; with 50% employer match about $150,409 at 4% or $100,273 at 6%; with 100% employer match about $112,807 at 4% or $75,204 at 6%. |
| Arlington Roe & Co. Inc. 401K Plan | - | 219 | $17,128,479 | $2,048,568 | $9,354iApproximate average salary by contribution assumption: employee only about $233,855 at 4% or $155,903 at 6%; with 50% employer match about $155,903 at 4% or $103,935 at 6%; with 100% employer match about $116,927 at 4% or $77,952 at 6%. |
| Arlington/Roe and Co. Inc. Welfare Benefit Plan | - | 227 | - | - | - |
| 2022 | 2 | 206 | $14,185,111 | $1,915,789 | $9,300iApproximate average salary by contribution assumption: employee only about $232,499 at 4% or $154,999 at 6%; with 50% employer match about $154,999 at 4% or $103,333 at 6%; with 100% employer match about $116,249 at 4% or $77,500 at 6%. |
| Arlington Roe & Co. Inc. 401K Plan | - | 206 | $14,185,111 | $1,915,789 | $9,300iApproximate average salary by contribution assumption: employee only about $232,499 at 4% or $154,999 at 6%; with 50% employer match about $154,999 at 4% or $103,333 at 6%; with 100% employer match about $116,249 at 4% or $77,500 at 6%. |
| Arlington/Roe and Co. Inc. Welfare Benefit Plan | - | 205 | - | - | - |
| 2021 | 2 | 201 | $15,486,051 | $1,508,143 | $7,503iApproximate average salary by contribution assumption: employee only about $187,580 at 4% or $125,053 at 6%; with 50% employer match about $125,053 at 4% or $83,369 at 6%; with 100% employer match about $93,790 at 4% or $62,527 at 6%. |
| Arlington Roe & Co. Inc. 401K Plan | - | 201 | $15,486,051 | $1,508,143 | $7,503iApproximate average salary by contribution assumption: employee only about $187,580 at 4% or $125,053 at 6%; with 50% employer match about $125,053 at 4% or $83,369 at 6%; with 100% employer match about $93,790 at 4% or $62,527 at 6%. |
| Arlington/Roe and Co. Inc. Welfare Benefit Plan | - | 197 | - | - | - |
| 2020 | 2 | 191 | $12,821,259 | $1,427,500 | $7,474iApproximate average salary by contribution assumption: employee only about $186,846 at 4% or $124,564 at 6%; with 50% employer match about $124,564 at 4% or $83,042 at 6%; with 100% employer match about $93,423 at 4% or $62,282 at 6%. |
| Arlington Roe & Co. Inc. 401K Plan | - | 188 | $12,821,259 | $1,427,500 | $7,593iApproximate average salary by contribution assumption: employee only about $189,827 at 4% or $126,551 at 6%; with 50% employer match about $126,551 at 4% or $84,368 at 6%; with 100% employer match about $94,914 at 4% or $63,276 at 6%. |
| Arlington/Roe and Co. Inc. Welfare Benefit Plan | - | 191 | - | - | - |
| 2019 | 2 | 193 | $10,608,512 | $1,728,633 | $8,957iApproximate average salary by contribution assumption: employee only about $223,916 at 4% or $149,277 at 6%; with 50% employer match about $149,277 at 4% or $99,518 at 6%; with 100% employer match about $111,958 at 4% or $74,639 at 6%. |
| Arlington Roe & Co. Inc. 401K Plan | - | 193 | $10,608,512 | $1,728,633 | $8,957iApproximate average salary by contribution assumption: employee only about $223,916 at 4% or $149,277 at 6%; with 50% employer match about $149,277 at 4% or $99,518 at 6%; with 100% employer match about $111,958 at 4% or $74,639 at 6%. |
| Arlington/Roe and Co. Inc. Welfare Benefit Plan | - | 190 | - | - | - |
| 2018 | 2 | 191 | $8,595,866 | $1,152,169 | $6,032iApproximate average salary by contribution assumption: employee only about $150,807 at 4% or $100,538 at 6%; with 50% employer match about $100,538 at 4% or $67,026 at 6%; with 100% employer match about $75,404 at 4% or $50,269 at 6%. |
| Arlington Roe & Co. Inc. 401K Plan | - | 191 | $8,595,866 | $1,152,169 | $6,032iApproximate average salary by contribution assumption: employee only about $150,807 at 4% or $100,538 at 6%; with 50% employer match about $100,538 at 4% or $67,026 at 6%; with 100% employer match about $75,404 at 4% or $50,269 at 6%. |
| Arlington/Roe and Co. Inc. Welfare Benefit Plan | - | 187 | - | - | - |
| 2017 | 2 | 180 | $9,242,284 | $1,625,090 | $9,028iApproximate average salary by contribution assumption: employee only about $225,707 at 4% or $150,471 at 6%; with 50% employer match about $150,471 at 4% or $100,314 at 6%; with 100% employer match about $112,853 at 4% or $75,236 at 6%. |
| Arlington Roe & Co. Inc. 401K Plan | - | 180 | $9,242,284 | $1,625,090 | $9,028iApproximate average salary by contribution assumption: employee only about $225,707 at 4% or $150,471 at 6%; with 50% employer match about $150,471 at 4% or $100,314 at 6%; with 100% employer match about $112,853 at 4% or $75,236 at 6%. |
| Arlington/Roe and Co. Inc. Welfare Benefit Plan | - | 180 | - | - | - |
| 2016 | 2 | 178 | $7,272,047 | $1,405,858 | $7,898iApproximate average salary by contribution assumption: employee only about $197,452 at 4% or $131,635 at 6%; with 50% employer match about $131,635 at 4% or $87,756 at 6%; with 100% employer match about $98,726 at 4% or $65,817 at 6%. |
| Arlington Roe & Co. Inc. 401K Plan | - | 178 | $7,272,047 | $1,405,858 | $7,898iApproximate average salary by contribution assumption: employee only about $197,452 at 4% or $131,635 at 6%; with 50% employer match about $131,635 at 4% or $87,756 at 6%; with 100% employer match about $98,726 at 4% or $65,817 at 6%. |
| Arlington/Roe and Co. Inc. Welfare Benefit Plan | - | 174 | - | - | - |
| 2015 | 2 | 174 | $5,493,465 | $1,042,494 | $5,991iApproximate average salary by contribution assumption: employee only about $149,784 at 4% or $99,856 at 6%; with 50% employer match about $99,856 at 4% or $66,570 at 6%; with 100% employer match about $74,892 at 4% or $49,928 at 6%. |
| Arlington Roe & Co. Inc. 401K Plan | - | 174 | $5,493,465 | $1,042,494 | $5,991iApproximate average salary by contribution assumption: employee only about $149,784 at 4% or $99,856 at 6%; with 50% employer match about $99,856 at 4% or $66,570 at 6%; with 100% employer match about $74,892 at 4% or $49,928 at 6%. |
| Arlington/Roe and Co. Inc. Welfare Benefit Plan | - | 173 | - | - | - |
| 2014 | 2 | 166 | $4,573,130 | $652,064 | $3,928iApproximate average salary by contribution assumption: employee only about $98,202 at 4% or $65,468 at 6%; with 50% employer match about $65,468 at 4% or $43,646 at 6%; with 100% employer match about $49,101 at 4% or $32,734 at 6%. |
| Arlington Roe & Co. Inc. 401K Plan | - | 157 | $4,573,130 | $652,064 | $4,153iApproximate average salary by contribution assumption: employee only about $103,832 at 4% or $69,221 at 6%; with 50% employer match about $69,221 at 4% or $46,147 at 6%; with 100% employer match about $51,916 at 4% or $34,611 at 6%. |
| Arlington/Roe and Co. Inc. Welfare Benefit Plan | - | 166 | - | - | - |
| 2013 | 2 | 157 | $3,870,280 | $433,762 | $2,763iApproximate average salary by contribution assumption: employee only about $69,070 at 4% or $46,047 at 6%; with 50% employer match about $46,047 at 4% or $30,698 at 6%; with 100% employer match about $34,535 at 4% or $23,023 at 6%. |
| Arlington Roe & Co. Inc. 401K Plan | - | 151 | $3,870,280 | $433,762 | $2,873iApproximate average salary by contribution assumption: employee only about $71,815 at 4% or $47,877 at 6%; with 50% employer match about $47,877 at 4% or $31,918 at 6%; with 100% employer match about $35,907 at 4% or $23,938 at 6%. |
| Arlington/Roe and Co. Inc. Welfare Benefit Plan | - | 157 | - | - | - |
| 2012 | 2 | 134 | $3,009,847 | $497,690 | $3,714iApproximate average salary by contribution assumption: employee only about $92,853 at 4% or $61,902 at 6%; with 50% employer match about $61,902 at 4% or $41,268 at 6%; with 100% employer match about $46,426 at 4% or $30,951 at 6%. |
| Arlington Roe & Co. Inc. 401K Plan | - | 130 | $3,009,847 | $497,690 | $3,828iApproximate average salary by contribution assumption: employee only about $95,710 at 4% or $63,806 at 6%; with 50% employer match about $63,806 at 4% or $42,538 at 6%; with 100% employer match about $47,855 at 4% or $31,903 at 6%. |
| Arlington/Roe and Co. Inc. Welfare Benefit Plan | - | 134 | - | - | - |
| 2011 | 2 | 128 | $2,734,200 | $338,354 | $2,643iApproximate average salary by contribution assumption: employee only about $66,085 at 4% or $44,057 at 6%; with 50% employer match about $44,057 at 4% or $29,371 at 6%; with 100% employer match about $33,042 at 4% or $22,028 at 6%. |
| Arlington Roe & Co. Inc. 401K Plan | - | 128 | $2,734,200 | $338,354 | $2,643iApproximate average salary by contribution assumption: employee only about $66,085 at 4% or $44,057 at 6%; with 50% employer match about $44,057 at 4% or $29,371 at 6%; with 100% employer match about $33,042 at 4% or $22,028 at 6%. |
| Arlington/Roe and Co. Inc. Welfare Benefit Plan | - | 126 | - | - | - |
| 2010 | 1 | 123 | $2,447,033 | $310,824 | $2,527iApproximate average salary by contribution assumption: employee only about $63,176 at 4% or $42,117 at 6%; with 50% employer match about $42,117 at 4% or $28,078 at 6%; with 100% employer match about $31,588 at 4% or $21,059 at 6%. |
| Arlington Roe & Co. Inc. 401K Plan | - | 123 | $2,447,033 | $310,824 | $2,527iApproximate average salary by contribution assumption: employee only about $63,176 at 4% or $42,117 at 6%; with 50% employer match about $42,117 at 4% or $28,078 at 6%; with 100% employer match about $31,588 at 4% or $21,059 at 6%. |
| 2009 | 1 | 115 | $1,933,644 | $335,216 | $2,915iApproximate average salary by contribution assumption: employee only about $72,873 at 4% or $48,582 at 6%; with 50% employer match about $48,582 at 4% or $32,388 at 6%; with 100% employer match about $36,437 at 4% or $24,291 at 6%. |
| Arlington Roe & Co. Inc. 401K Plan | - | 115 | $1,933,644 | $335,216 | $2,915iApproximate average salary by contribution assumption: employee only about $72,873 at 4% or $48,582 at 6%; with 50% employer match about $48,582 at 4% or $32,388 at 6%; with 100% employer match about $36,437 at 4% or $24,291 at 6%. |
| 2008 | 1 | 120 | $1,357,710 | $275,514 | $2,296iApproximate average salary by contribution assumption: employee only about $57,399 at 4% or $38,266 at 6%; with 50% employer match about $38,266 at 4% or $25,511 at 6%; with 100% employer match about $28,699 at 4% or $19,133 at 6%. |
| Arlington Roe & Co. Inc. 401K Plan | - | 120 | $1,357,710 | $275,514 | $2,296iApproximate average salary by contribution assumption: employee only about $57,399 at 4% or $38,266 at 6%; with 50% employer match about $38,266 at 4% or $25,511 at 6%; with 100% employer match about $28,699 at 4% or $19,133 at 6%. |
| 2007 | 1 | 135 | $1,796,278 | $275,452 | $2,040iApproximate average salary by contribution assumption: employee only about $51,010 at 4% or $34,006 at 6%; with 50% employer match about $34,006 at 4% or $22,671 at 6%; with 100% employer match about $25,505 at 4% or $17,003 at 6%. |
| Arlington Roe & Co. Inc. 401K Plan | - | 135 | $1,796,278 | $275,452 | $2,040iApproximate average salary by contribution assumption: employee only about $51,010 at 4% or $34,006 at 6%; with 50% employer match about $34,006 at 4% or $22,671 at 6%; with 100% employer match about $25,505 at 4% or $17,003 at 6%. |
| 2006 | 1 | 130 | $1,443,889 | $288,554 | $2,220iApproximate average salary by contribution assumption: employee only about $55,491 at 4% or $36,994 at 6%; with 50% employer match about $36,994 at 4% or $24,663 at 6%; with 100% employer match about $27,746 at 4% or $18,497 at 6%. |
| Arlington Roe & Co. Inc. 401K Plan | - | 130 | $1,443,889 | $288,554 | $2,220iApproximate average salary by contribution assumption: employee only about $55,491 at 4% or $36,994 at 6%; with 50% employer match about $36,994 at 4% or $24,663 at 6%; with 100% employer match about $27,746 at 4% or $18,497 at 6%. |
| 2005 | 1 | 137 | $1,223,741 | $181,967 | $1,328iApproximate average salary by contribution assumption: employee only about $33,206 at 4% or $22,137 at 6%; with 50% employer match about $22,137 at 4% or $14,758 at 6%; with 100% employer match about $16,603 at 4% or $11,069 at 6%. |
| Arlington Roe & Co. Inc. 401K Plan | - | 137 | $1,223,741 | $181,967 | $1,328iApproximate average salary by contribution assumption: employee only about $33,206 at 4% or $22,137 at 6%; with 50% employer match about $22,137 at 4% or $14,758 at 6%; with 100% employer match about $16,603 at 4% or $11,069 at 6%. |
| 2004 | 1 | 107 | $1,003,993 | $246,715 | $2,306iApproximate average salary by contribution assumption: employee only about $57,644 at 4% or $38,429 at 6%; with 50% employer match about $38,429 at 4% or $25,619 at 6%; with 100% employer match about $28,822 at 4% or $19,215 at 6%. |
| Arlington Roe & Co. Inc. 401K Plan | - | 107 | $1,003,993 | $246,715 | $2,306iApproximate average salary by contribution assumption: employee only about $57,644 at 4% or $38,429 at 6%; with 50% employer match about $38,429 at 4% or $25,619 at 6%; with 100% employer match about $28,822 at 4% or $19,215 at 6%. |
| 2003 | 1 | 98 | $710,994 | $189,551 | $1,934iApproximate average salary by contribution assumption: employee only about $48,355 at 4% or $32,237 at 6%; with 50% employer match about $32,237 at 4% or $21,491 at 6%; with 100% employer match about $24,177 at 4% or $16,118 at 6%. |
| Arlington Roe & Co. Inc. 401K Plan | - | 98 | $710,994 | $189,551 | $1,934iApproximate average salary by contribution assumption: employee only about $48,355 at 4% or $32,237 at 6%; with 50% employer match about $32,237 at 4% or $21,491 at 6%; with 100% employer match about $24,177 at 4% or $16,118 at 6%. |
| 2002 | 2 | 90 | $0 | $0 | - |
| Arlington Roe & Co. Inc. 401K Plan | - | 90 | - | - | - |
| Arlington/Roe and Co. Inc. Welfare Benefit Plan | - | 80 | - | - | - |
| 2001 | 1 | 74 | $383,262 | $90,952 | $1,229iApproximate average salary by contribution assumption: employee only about $30,727 at 4% or $20,485 at 6%; with 50% employer match about $20,485 at 4% or $13,656 at 6%; with 100% employer match about $15,364 at 4% or $10,242 at 6%. |
| Arlington Roe & Co. Inc. 401K Plan | - | 74 | $383,262 | $90,952 | $1,229iApproximate average salary by contribution assumption: employee only about $30,727 at 4% or $20,485 at 6%; with 50% employer match about $20,485 at 4% or $13,656 at 6%; with 100% employer match about $15,364 at 4% or $10,242 at 6%. |
| 2000 | 1 | 54 | $0 | $0 | - |
| Arlington Roe & Co. Inc. 401K Plan | - | 54 | - | - | - |
| 1999 | 1 | 50 | $355,545 | $0 | - |
| Arlington Roe & Co. Inc. 401K Plan | - | 50 | $355,545 | - | - |