Civic Intelligence

The Financial Services Roundtable

Plan context: The Financial Services Roundtable Employee Thrift and Savings Plan

EIN 36-0753125 • Washington, DC • 48 filings • 5 plans

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1300 Eye Street NWSuite 1100 WestWashington, DC 20005
Current Snapshot

Latest Year

2024

2024 Participants

90

2024 Assets

$22,062,381

2024 Contributions

$1,912,955

Historical Graphs

Total Assets Over Time

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

$22,062,381$11,031,191$0199920132024YearValue
$22,062,381Latest year 2024

Participants Over Time

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

92460199920122024YearValue
90Latest year 2024

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
2024190$22,062,381$1,912,955$21,255iApproximate average salary by contribution assumption: employee only about $531,376 at 4% or $354,251 at 6%; with 50% employer match about $354,251 at 4% or $236,167 at 6%; with 100% employer match about $265,688 at 4% or $177,125 at 6%.
The Financial Services Roundtable Employee Thrift and Savings Plan-90$22,062,381$1,912,955$21,255iApproximate average salary by contribution assumption: employee only about $531,376 at 4% or $354,251 at 6%; with 50% employer match about $354,251 at 4% or $236,167 at 6%; with 100% employer match about $265,688 at 4% or $177,125 at 6%.
2023192$18,897,267$2,214,516$24,071iApproximate average salary by contribution assumption: employee only about $601,771 at 4% or $401,180 at 6%; with 50% employer match about $401,180 at 4% or $267,454 at 6%; with 100% employer match about $300,885 at 4% or $200,590 at 6%.
The Financial Services Roundtable Employee Thrift and Savings Plan-92$18,897,267$2,214,516$24,071iApproximate average salary by contribution assumption: employee only about $601,771 at 4% or $401,180 at 6%; with 50% employer match about $401,180 at 4% or $267,454 at 6%; with 100% employer match about $300,885 at 4% or $200,590 at 6%.
2022286$14,195,165$2,448,025$28,465iApproximate average salary by contribution assumption: employee only about $711,635 at 4% or $474,423 at 6%; with 50% employer match about $474,423 at 4% or $316,282 at 6%; with 100% employer match about $355,818 at 4% or $237,212 at 6%.
The Financial Services Roundtable Employee Thrift and Savings Plan-86$14,195,165$2,448,025$28,465iApproximate average salary by contribution assumption: employee only about $711,635 at 4% or $474,423 at 6%; with 50% employer match about $474,423 at 4% or $316,282 at 6%; with 100% employer match about $355,818 at 4% or $237,212 at 6%.
The Financial Services Roundtable Retirement Plan-0---
2021287$16,347,911$2,280,988$26,218iApproximate average salary by contribution assumption: employee only about $655,456 at 4% or $436,971 at 6%; with 50% employer match about $436,971 at 4% or $291,314 at 6%; with 100% employer match about $327,728 at 4% or $218,485 at 6%.
The Financial Services Roundtable Employee Thrift and Savings Plan-87$16,346,021$1,515,837$17,423iApproximate average salary by contribution assumption: employee only about $435,585 at 4% or $290,390 at 6%; with 50% employer match about $290,390 at 4% or $193,593 at 6%; with 100% employer match about $217,793 at 4% or $145,195 at 6%.
The Financial Services Roundtable Retirement Plan-0$1,890$765,151-
2020286$19,753,205$1,647,656$19,159iApproximate average salary by contribution assumption: employee only about $478,970 at 4% or $319,313 at 6%; with 50% employer match about $319,313 at 4% or $212,875 at 6%; with 100% employer match about $239,485 at 4% or $159,657 at 6%.
The Financial Services Roundtable Employee Thrift and Savings Plan-86$14,887,051$1,647,656$19,159iApproximate average salary by contribution assumption: employee only about $478,970 at 4% or $319,313 at 6%; with 50% employer match about $319,313 at 4% or $212,875 at 6%; with 100% employer match about $239,485 at 4% or $159,657 at 6%.
The Financial Services Roundtable Retirement Plan-1$4,866,154--
2019282$17,802,734$1,521,851$18,559iApproximate average salary by contribution assumption: employee only about $463,979 at 4% or $309,319 at 6%; with 50% employer match about $309,319 at 4% or $206,213 at 6%; with 100% employer match about $231,989 at 4% or $154,660 at 6%.
The Financial Services Roundtable Employee Thrift and Savings Plan-82$12,623,761$1,521,851$18,559iApproximate average salary by contribution assumption: employee only about $463,979 at 4% or $309,319 at 6%; with 50% employer match about $309,319 at 4% or $206,213 at 6%; with 100% employer match about $231,989 at 4% or $154,660 at 6%.
The Financial Services Roundtable Retirement Plan-1$5,178,973--
2018231$14,808,126$1,768,391$57,045iApproximate average salary by contribution assumption: employee only about $1,426,122 at 4% or $950,748 at 6%; with 50% employer match about $950,748 at 4% or $633,832 at 6%; with 100% employer match about $713,061 at 4% or $475,374 at 6%.
The Financial Services Roundtable Employee Thrift and Savings Plan-31$9,544,304$1,768,391$57,045iApproximate average salary by contribution assumption: employee only about $1,426,122 at 4% or $950,748 at 6%; with 50% employer match about $950,748 at 4% or $633,832 at 6%; with 100% employer match about $713,061 at 4% or $475,374 at 6%.
The Financial Services Roundtable Retirement Plan-3$5,263,822--
2017261$14,714,527$1,466,134$24,035iApproximate average salary by contribution assumption: employee only about $600,875 at 4% or $400,583 at 6%; with 50% employer match about $400,583 at 4% or $267,055 at 6%; with 100% employer match about $300,437 at 4% or $200,292 at 6%.
The Financial Services Roundtable Employee Thrift and Savings Plan-61$9,553,577$1,466,134$24,035iApproximate average salary by contribution assumption: employee only about $600,875 at 4% or $400,583 at 6%; with 50% employer match about $400,583 at 4% or $267,055 at 6%; with 100% employer match about $300,437 at 4% or $200,292 at 6%.
The Financial Services Roundtable Retirement Plan-6$5,160,950--
2016259$13,486,749$1,605,469$27,211iApproximate average salary by contribution assumption: employee only about $680,283 at 4% or $453,522 at 6%; with 50% employer match about $453,522 at 4% or $302,348 at 6%; with 100% employer match about $340,142 at 4% or $226,761 at 6%.
The Financial Services Roundtable Employee Thrift and Savings Plan-59$8,024,613$1,355,469$22,974iApproximate average salary by contribution assumption: employee only about $574,351 at 4% or $382,901 at 6%; with 50% employer match about $382,901 at 4% or $255,267 at 6%; with 100% employer match about $287,176 at 4% or $191,450 at 6%.
The Financial Services Roundtable Retirement Plan-7$5,462,136$250,000$35,714iApproximate average salary by contribution assumption: employee only about $892,857 at 4% or $595,238 at 6%; with 50% employer match about $595,238 at 4% or $396,825 at 6%; with 100% employer match about $446,429 at 4% or $297,619 at 6%.
2015259$11,233,175$1,488,999$25,237iApproximate average salary by contribution assumption: employee only about $630,932 at 4% or $420,621 at 6%; with 50% employer match about $420,621 at 4% or $280,414 at 6%; with 100% employer match about $315,466 at 4% or $210,311 at 6%.
The Financial Services Roundtable Employee Thrift and Savings Plan-59$6,308,213$1,238,999$21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%.
The Financial Services Roundtable Retirement Plan-7$4,924,962$250,000$35,714iApproximate average salary by contribution assumption: employee only about $892,857 at 4% or $595,238 at 6%; with 50% employer match about $595,238 at 4% or $396,825 at 6%; with 100% employer match about $446,429 at 4% or $297,619 at 6%.
2014260$11,495,239$1,571,562$26,193iApproximate average salary by contribution assumption: employee only about $654,818 at 4% or $436,545 at 6%; with 50% employer match about $436,545 at 4% or $291,030 at 6%; with 100% employer match about $327,409 at 4% or $218,273 at 6%.
The Financial Services Roundtable Employee Thrift and Savings Plan-60$6,368,699$1,071,562$17,859iApproximate average salary by contribution assumption: employee only about $446,484 at 4% or $297,656 at 6%; with 50% employer match about $297,656 at 4% or $198,437 at 6%; with 100% employer match about $223,242 at 4% or $148,828 at 6%.
The Financial Services Roundtable Retirement Plan-7$5,126,540$500,000$71,429iApproximate average salary by contribution assumption: employee only about $1,785,714 at 4% or $1,190,476 at 6%; with 50% employer match about $1,190,476 at 4% or $793,651 at 6%; with 100% employer match about $892,857 at 4% or $595,238 at 6%.
2013262$14,198,026$1,168,815$18,852iApproximate average salary by contribution assumption: employee only about $471,296 at 4% or $314,198 at 6%; with 50% employer match about $314,198 at 4% or $209,465 at 6%; with 100% employer match about $235,648 at 4% or $157,099 at 6%.
The Financial Services Roundtable Employee Thrift and Savings Plan-62$8,591,930$1,168,815$18,852iApproximate average salary by contribution assumption: employee only about $471,296 at 4% or $314,198 at 6%; with 50% employer match about $314,198 at 4% or $209,465 at 6%; with 100% employer match about $235,648 at 4% or $157,099 at 6%.
The Financial Services Roundtable Retirement Plan-10$5,606,096--
2012260$16,189,806$1,415,859$23,598iApproximate average salary by contribution assumption: employee only about $589,941 at 4% or $393,294 at 6%; with 50% employer match about $393,294 at 4% or $262,196 at 6%; with 100% employer match about $294,971 at 4% or $196,647 at 6%.
The Financial Services Roundtable Retirement Plan-20$9,075,445$250,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
The Financial Services Roundtable Employee Thrift and Savings Plan-60$7,114,361$1,165,859$19,431iApproximate average salary by contribution assumption: employee only about $485,775 at 4% or $323,850 at 6%; with 50% employer match about $323,850 at 4% or $215,900 at 6%; with 100% employer match about $242,887 at 4% or $161,925 at 6%.
2011252$13,672,959$1,322,913$25,441iApproximate average salary by contribution assumption: employee only about $636,016 at 4% or $424,011 at 6%; with 50% employer match about $424,011 at 4% or $282,674 at 6%; with 100% employer match about $318,008 at 4% or $212,005 at 6%.
The Financial Services Roundtable Retirement Plan-24$8,191,390$300,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
The Financial Services Roundtable Employee Thrift and Savings Plan-52$5,481,569$1,022,913$19,671iApproximate average salary by contribution assumption: employee only about $491,785 at 4% or $327,857 at 6%; with 50% employer match about $327,857 at 4% or $218,571 at 6%; with 100% employer match about $245,893 at 4% or $163,928 at 6%.
2010251$13,165,601$983,006$19,275iApproximate average salary by contribution assumption: employee only about $481,866 at 4% or $321,244 at 6%; with 50% employer match about $321,244 at 4% or $214,163 at 6%; with 100% employer match about $240,933 at 4% or $160,622 at 6%.
The Financial Services Roundtable Retirement Plan-26$8,021,195--
The Financial Services Roundtable Employee Thrift and Savings Plan-51$5,144,406$983,006$19,275iApproximate average salary by contribution assumption: employee only about $481,866 at 4% or $321,244 at 6%; with 50% employer match about $321,244 at 4% or $214,163 at 6%; with 100% employer match about $240,933 at 4% or $160,622 at 6%.
2009231$11,192,478$533,036$17,195iApproximate average salary by contribution assumption: employee only about $429,868 at 4% or $286,578 at 6%; with 50% employer match about $286,578 at 4% or $191,052 at 6%; with 100% employer match about $214,934 at 4% or $143,289 at 6%.
The Financial Services Roundtable Retirement Plan-31$7,070,426--
The Financial Services Roundtable Employee Thrift and Savings Plan-31$4,122,052$533,036$17,195iApproximate average salary by contribution assumption: employee only about $429,868 at 4% or $286,578 at 6%; with 50% employer match about $286,578 at 4% or $191,052 at 6%; with 100% employer match about $214,934 at 4% or $143,289 at 6%.
2008227$2,990,310$534,726$19,805iApproximate average salary by contribution assumption: employee only about $495,117 at 4% or $330,078 at 6%; with 50% employer match about $330,078 at 4% or $220,052 at 6%; with 100% employer match about $247,558 at 4% or $165,039 at 6%.
The Financial Services Roundtable Employee Thrift and Savings Plan-27$2,990,310$534,726$19,805iApproximate average salary by contribution assumption: employee only about $495,117 at 4% or $330,078 at 6%; with 50% employer match about $330,078 at 4% or $220,052 at 6%; with 100% employer match about $247,558 at 4% or $165,039 at 6%.
The Financial Services Roundtable Retirement Plan-26---
2007232$0$0-
The Financial Services Roundtable Retirement Plan-32---
The Financial Services Roundtable Employee Thrift and Savings Plan-32---
2006228$8,345,611$1,216,617$43,451iApproximate average salary by contribution assumption: employee only about $1,086,265 at 4% or $724,177 at 6%; with 50% employer match about $724,177 at 4% or $482,785 at 6%; with 100% employer match about $543,133 at 4% or $362,088 at 6%.
The Financial Services Roundtable Retirement Plan-28$4,880,014$650,000$23,214iApproximate average salary by contribution assumption: employee only about $580,357 at 4% or $386,905 at 6%; with 50% employer match about $386,905 at 4% or $257,937 at 6%; with 100% employer match about $290,179 at 4% or $193,452 at 6%.
The Financial Services Roundtable Employee Thrift and Savings Plan-27$3,465,597$566,617$20,986iApproximate average salary by contribution assumption: employee only about $524,645 at 4% or $349,764 at 6%; with 50% employer match about $349,764 at 4% or $233,176 at 6%; with 100% employer match about $262,323 at 4% or $174,882 at 6%.
2005227$6,576,547$1,061,483$39,314iApproximate average salary by contribution assumption: employee only about $982,855 at 4% or $655,236 at 6%; with 50% employer match about $655,236 at 4% or $436,824 at 6%; with 100% employer match about $491,427 at 4% or $327,618 at 6%.
The Financial Services Roundtable Retirement Plan-27$3,826,812$550,000$20,370iApproximate average salary by contribution assumption: employee only about $509,259 at 4% or $339,506 at 6%; with 50% employer match about $339,506 at 4% or $226,337 at 6%; with 100% employer match about $254,630 at 4% or $169,753 at 6%.
The Financial Services Roundtable Employee Thrift and Savings Plan-27$2,749,735$511,483$18,944iApproximate average salary by contribution assumption: employee only about $473,595 at 4% or $315,730 at 6%; with 50% employer match about $315,730 at 4% or $210,487 at 6%; with 100% employer match about $236,798 at 4% or $157,865 at 6%.
2004235$5,513,936$950,754$27,164iApproximate average salary by contribution assumption: employee only about $679,110 at 4% or $452,740 at 6%; with 50% employer match about $452,740 at 4% or $301,827 at 6%; with 100% employer match about $339,555 at 4% or $226,370 at 6%.
The Financial Services Roundtable Retirement Plan-29$3,116,010$516,204$17,800iApproximate average salary by contribution assumption: employee only about $445,003 at 4% or $296,669 at 6%; with 50% employer match about $296,669 at 4% or $197,779 at 6%; with 100% employer match about $222,502 at 4% or $148,334 at 6%.
The Financial Services Roundtable Employee Thrift and Savings Plan-35$2,397,926$434,550$12,416iApproximate average salary by contribution assumption: employee only about $310,393 at 4% or $206,929 at 6%; with 50% employer match about $206,929 at 4% or $137,952 at 6%; with 100% employer match about $155,196 at 4% or $103,464 at 6%.
2003229$1,917,200$402,880$13,892iApproximate average salary by contribution assumption: employee only about $347,310 at 4% or $231,540 at 6%; with 50% employer match about $231,540 at 4% or $154,360 at 6%; with 100% employer match about $173,655 at 4% or $115,770 at 6%.
The Financial Services Roundtable Employee Thrift and Savings Plan-24$1,917,200$402,880$16,787iApproximate average salary by contribution assumption: employee only about $419,667 at 4% or $279,778 at 6%; with 50% employer match about $279,778 at 4% or $186,519 at 6%; with 100% employer match about $209,833 at 4% or $139,889 at 6%.
The Financial Services Roundtable Retirement Plan-29---
2002127$1,196,367$268,778$9,955iApproximate average salary by contribution assumption: employee only about $248,869 at 4% or $165,912 at 6%; with 50% employer match about $165,912 at 4% or $110,608 at 6%; with 100% employer match about $124,434 at 4% or $82,956 at 6%.
The Financial Services Roundtable Employee Thrift and Savings Plan-27$1,196,367$268,778$9,955iApproximate average salary by contribution assumption: employee only about $248,869 at 4% or $165,912 at 6%; with 50% employer match about $165,912 at 4% or $110,608 at 6%; with 100% employer match about $124,434 at 4% or $82,956 at 6%.
2001218$0$0-
The Financial Services Roundtable Employee Thrift and Savings Plan-14---
The Financial Services Roundtable Retirement Plan-18---
2000216$0$0-
The Financial Services Roundtable Employee Thrift and Savings Plan-13---
The Financial Services Roundtable Retirement Plan-16---
1999116$1,142,956$133,564$8,348iApproximate average salary by contribution assumption: employee only about $208,694 at 4% or $139,129 at 6%; with 50% employer match about $139,129 at 4% or $92,753 at 6%; with 100% employer match about $104,347 at 4% or $69,565 at 6%.
The Financial Services Roundtable Employee Thrift and Savings Plan-16$1,142,956$133,564$8,348iApproximate average salary by contribution assumption: employee only about $208,694 at 4% or $139,129 at 6%; with 50% employer match about $139,129 at 4% or $92,753 at 6%; with 100% employer match about $104,347 at 4% or $69,565 at 6%.