Catholic Order of Foresters
Plan context: Inceentrive Savings & Trust
EIN 36-0879870 • Naperville, IL • 54 filings • 6 plans
Current Snapshot
Latest Year
2025
2025 Participants
101
2025 Assets
$24,269,795
2025 Contributions
$2,056,871
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 101 | $24,269,795 | $2,056,871 | $20,365iApproximate average salary by contribution assumption: employee only about $509,126 at 4% or $339,418 at 6%; with 50% employer match about $339,418 at 4% or $226,278 at 6%; with 100% employer match about $254,563 at 4% or $169,709 at 6%. |
| Inceentrive Savings & Trust | - | 101 | $24,269,795 | $2,056,871 | $20,365iApproximate average salary by contribution assumption: employee only about $509,126 at 4% or $339,418 at 6%; with 50% employer match about $339,418 at 4% or $226,278 at 6%; with 100% employer match about $254,563 at 4% or $169,709 at 6%. |
| 2024 | 2 | 104 | $20,590,850 | $1,479,695 | $14,228iApproximate average salary by contribution assumption: employee only about $355,696 at 4% or $237,131 at 6%; with 50% employer match about $237,131 at 4% or $158,087 at 6%; with 100% employer match about $177,848 at 4% or $118,565 at 6%. |
| Inceentrive Savings & Trust | - | 104 | $20,590,850 | $1,479,695 | $14,228iApproximate average salary by contribution assumption: employee only about $355,696 at 4% or $237,131 at 6%; with 50% employer match about $237,131 at 4% or $158,087 at 6%; with 100% employer match about $177,848 at 4% or $118,565 at 6%. |
| Catholic Order of Foresters Wrap Plan | - | 73 | - | - | - |
| 2023 | 2 | 107 | $19,448,764 | $1,466,067 | $13,702iApproximate average salary by contribution assumption: employee only about $342,539 at 4% or $228,359 at 6%; with 50% employer match about $228,359 at 4% or $152,240 at 6%; with 100% employer match about $171,270 at 4% or $114,180 at 6%. |
| Inceentrive Savings & Trust | - | 107 | $19,448,764 | $1,466,067 | $13,702iApproximate average salary by contribution assumption: employee only about $342,539 at 4% or $228,359 at 6%; with 50% employer match about $228,359 at 4% or $152,240 at 6%; with 100% employer match about $171,270 at 4% or $114,180 at 6%. |
| Catholic Order of Foresters Wrap Plan | - | 101 | - | - | - |
| 2022 | 2 | 102 | $17,623,813 | $1,275,747 | $12,507iApproximate average salary by contribution assumption: employee only about $312,683 at 4% or $208,455 at 6%; with 50% employer match about $208,455 at 4% or $138,970 at 6%; with 100% employer match about $156,342 at 4% or $104,228 at 6%. |
| Inceentrive Savings & Trust | - | 102 | $17,623,813 | $1,275,747 | $12,507iApproximate average salary by contribution assumption: employee only about $312,683 at 4% or $208,455 at 6%; with 50% employer match about $208,455 at 4% or $138,970 at 6%; with 100% employer match about $156,342 at 4% or $104,228 at 6%. |
| Catholic Order of Foresters Wrap Plan | - | 75 | - | - | - |
| 2021 | 2 | 103 | $21,899,635 | $1,290,999 | $12,534iApproximate average salary by contribution assumption: employee only about $313,349 at 4% or $208,900 at 6%; with 50% employer match about $208,900 at 4% or $139,266 at 6%; with 100% employer match about $156,675 at 4% or $104,450 at 6%. |
| Inceentrive Savings & Trust | - | 103 | $21,899,635 | $1,290,999 | $12,534iApproximate average salary by contribution assumption: employee only about $313,349 at 4% or $208,900 at 6%; with 50% employer match about $208,900 at 4% or $139,266 at 6%; with 100% employer match about $156,675 at 4% or $104,450 at 6%. |
| Catholic Order of Foresters Wrap Plan | - | 75 | - | - | - |
| 2020 | 2 | 104 | $18,677,715 | $1,478,772 | $14,219iApproximate average salary by contribution assumption: employee only about $355,474 at 4% or $236,983 at 6%; with 50% employer match about $236,983 at 4% or $157,988 at 6%; with 100% employer match about $177,737 at 4% or $118,491 at 6%. |
| Inceentrive Savings & Trust | - | 104 | $18,677,715 | $1,478,772 | $14,219iApproximate average salary by contribution assumption: employee only about $355,474 at 4% or $236,983 at 6%; with 50% employer match about $236,983 at 4% or $157,988 at 6%; with 100% employer match about $177,737 at 4% or $118,491 at 6%. |
| Catholic Order of Foresters Wrap Plan | - | 78 | - | - | - |
| 2019 | 2 | 109 | $16,341,754 | $1,529,721 | $14,034iApproximate average salary by contribution assumption: employee only about $350,853 at 4% or $233,902 at 6%; with 50% employer match about $233,902 at 4% or $155,935 at 6%; with 100% employer match about $175,427 at 4% or $116,951 at 6%. |
| Inceentrive Savings & Trust | - | 109 | $16,341,754 | $1,529,721 | $14,034iApproximate average salary by contribution assumption: employee only about $350,853 at 4% or $233,902 at 6%; with 50% employer match about $233,902 at 4% or $155,935 at 6%; with 100% employer match about $175,427 at 4% or $116,951 at 6%. |
| Catholic Order of Foresters Wrap Plan | - | 80 | - | - | - |
| 2018 | 2 | 110 | $13,314,471 | $1,529,744 | $13,907iApproximate average salary by contribution assumption: employee only about $347,669 at 4% or $231,779 at 6%; with 50% employer match about $231,779 at 4% or $154,520 at 6%; with 100% employer match about $173,835 at 4% or $115,890 at 6%. |
| Inceentrive Savings & Trust | - | 110 | $13,314,471 | $1,529,744 | $13,907iApproximate average salary by contribution assumption: employee only about $347,669 at 4% or $231,779 at 6%; with 50% employer match about $231,779 at 4% or $154,520 at 6%; with 100% employer match about $173,835 at 4% or $115,890 at 6%. |
| Catholic Order of Foresters Wrap Plan | - | 79 | - | - | - |
| 2017 | 2 | 106 | $12,534,074 | $1,264,840 | $11,932iApproximate average salary by contribution assumption: employee only about $298,311 at 4% or $198,874 at 6%; with 50% employer match about $198,874 at 4% or $132,583 at 6%; with 100% employer match about $149,156 at 4% or $99,437 at 6%. |
| Inceentrive Savings & Trust | - | 102 | $12,534,074 | $1,264,840 | $12,400iApproximate average salary by contribution assumption: employee only about $310,010 at 4% or $206,673 at 6%; with 50% employer match about $206,673 at 4% or $137,782 at 6%; with 100% employer match about $155,005 at 4% or $103,337 at 6%. |
| Catholic Order of Foresters Wrap Plan | - | 106 | - | - | - |
| 2016 | 3 | 113 | $10,497,128 | $4,854,698 | $42,962iApproximate average salary by contribution assumption: employee only about $1,074,048 at 4% or $716,032 at 6%; with 50% employer match about $716,032 at 4% or $477,355 at 6%; with 100% employer match about $537,024 at 4% or $358,016 at 6%. |
| Inceentrive Savings & Trust | - | 98 | $10,497,128 | $1,796,977 | $18,337iApproximate average salary by contribution assumption: employee only about $458,413 at 4% or $305,608 at 6%; with 50% employer match about $305,608 at 4% or $203,739 at 6%; with 100% employer match about $229,206 at 4% or $152,804 at 6%. |
| Catholic Order of Foresters Retirement and Pension Plan | - | 0 | $0 | $3,057,721 | - |
| Catholic Order of Foresters Wrap Plan | - | 113 | - | - | - |
| 2015 | 2 | 74 | $23,240,741 | $1,227,333 | $16,586iApproximate average salary by contribution assumption: employee only about $414,640 at 4% or $276,426 at 6%; with 50% employer match about $276,426 at 4% or $184,284 at 6%; with 100% employer match about $207,320 at 4% or $138,213 at 6%. |
| Catholic Order of Foresters Retirement and Pension Plan | - | 34 | $14,694,489 | - | - |
| Inceentrive Savings & Trust | - | 74 | $8,546,252 | $1,227,333 | $16,586iApproximate average salary by contribution assumption: employee only about $414,640 at 4% or $276,426 at 6%; with 50% employer match about $276,426 at 4% or $184,284 at 6%; with 100% employer match about $207,320 at 4% or $138,213 at 6%. |
| 2014 | 2 | 62 | $22,505,611 | $709,363 | $11,441iApproximate average salary by contribution assumption: employee only about $286,033 at 4% or $190,689 at 6%; with 50% employer match about $190,689 at 4% or $127,126 at 6%; with 100% employer match about $143,017 at 4% or $95,344 at 6%. |
| Catholic Order of Foresters Retirement and Pension Plan | - | 34 | $15,129,729 | - | - |
| Inceentrive Savings & Trust | - | 62 | $7,375,882 | $709,363 | $11,441iApproximate average salary by contribution assumption: employee only about $286,033 at 4% or $190,689 at 6%; with 50% employer match about $190,689 at 4% or $127,126 at 6%; with 100% employer match about $143,017 at 4% or $95,344 at 6%. |
| 2013 | 2 | 62 | $22,436,674 | $2,079,131 | $33,534iApproximate average salary by contribution assumption: employee only about $838,359 at 4% or $558,906 at 6%; with 50% employer match about $558,906 at 4% or $372,604 at 6%; with 100% employer match about $419,180 at 4% or $279,453 at 6%. |
| Catholic Order of Foresters Retirement and Pension Plan | - | 40 | $14,819,688 | $1,500,000 | $37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%. |
| Inceentrive Savings & Trust | - | 62 | $7,616,986 | $579,131 | $9,341iApproximate average salary by contribution assumption: employee only about $233,521 at 4% or $155,680 at 6%; with 50% employer match about $155,680 at 4% or $103,787 at 6%; with 100% employer match about $116,760 at 4% or $77,840 at 6%. |
| 2012 | 2 | 60 | $18,871,619 | $1,555,019 | $25,917iApproximate average salary by contribution assumption: employee only about $647,925 at 4% or $431,950 at 6%; with 50% employer match about $431,950 at 4% or $287,966 at 6%; with 100% employer match about $323,962 at 4% or $215,975 at 6%. |
| Catholic Order of Foresters Retirement and Pension Plan | - | 42 | $11,949,802 | $1,000,000 | $23,810iApproximate average salary by contribution assumption: employee only about $595,238 at 4% or $396,825 at 6%; with 50% employer match about $396,825 at 4% or $264,550 at 6%; with 100% employer match about $297,619 at 4% or $198,413 at 6%. |
| Inceentrive Savings & Trust | - | 60 | $6,921,817 | $555,019 | $9,250iApproximate average salary by contribution assumption: employee only about $231,258 at 4% or $154,172 at 6%; with 50% employer match about $154,172 at 4% or $102,781 at 6%; with 100% employer match about $115,629 at 4% or $77,086 at 6%. |
| 2011 | 2 | 62 | $16,053,172 | $1,539,275 | $24,827iApproximate average salary by contribution assumption: employee only about $620,675 at 4% or $413,784 at 6%; with 50% employer match about $413,784 at 4% or $275,856 at 6%; with 100% employer match about $310,338 at 4% or $206,892 at 6%. |
| Catholic Order of Foresters Retirement and Pension Plan | - | 46 | $9,976,079 | $1,000,000 | $21,739iApproximate average salary by contribution assumption: employee only about $543,478 at 4% or $362,319 at 6%; with 50% employer match about $362,319 at 4% or $241,546 at 6%; with 100% employer match about $271,739 at 4% or $181,159 at 6%. |
| Inceentrive Savings & Trust | - | 62 | $6,077,093 | $539,275 | $8,698iApproximate average salary by contribution assumption: employee only about $217,450 at 4% or $144,966 at 6%; with 50% employer match about $144,966 at 4% or $96,644 at 6%; with 100% employer match about $108,725 at 4% or $72,483 at 6%. |
| 2010 | 2 | 64 | $15,245,245 | $1,474,015 | $23,031iApproximate average salary by contribution assumption: employee only about $575,787 at 4% or $383,858 at 6%; with 50% employer match about $383,858 at 4% or $255,905 at 6%; with 100% employer match about $287,894 at 4% or $191,929 at 6%. |
| Catholic Order of Foresters Retirement and Pension Plan | - | 47 | $9,543,497 | $954,586 | $20,310iApproximate average salary by contribution assumption: employee only about $507,759 at 4% or $338,506 at 6%; with 50% employer match about $338,506 at 4% or $225,670 at 6%; with 100% employer match about $253,879 at 4% or $169,253 at 6%. |
| Inceentrive Savings & Trust | - | 64 | $5,701,748 | $519,429 | $8,116iApproximate average salary by contribution assumption: employee only about $202,902 at 4% or $135,268 at 6%; with 50% employer match about $135,268 at 4% or $90,179 at 6%; with 100% employer match about $101,451 at 4% or $67,634 at 6%. |
| 2009 | 2 | 58 | $12,904,571 | $994,036 | $17,139iApproximate average salary by contribution assumption: employee only about $428,464 at 4% or $285,643 at 6%; with 50% employer match about $285,643 at 4% or $190,428 at 6%; with 100% employer match about $214,232 at 4% or $142,821 at 6%. |
| Catholic Order of Foresters Retirement and Pension Plan | - | 48 | $7,909,267 | $500,000 | $10,417iApproximate average salary by contribution assumption: employee only about $260,417 at 4% or $173,611 at 6%; with 50% employer match about $173,611 at 4% or $115,741 at 6%; with 100% employer match about $130,208 at 4% or $86,806 at 6%. |
| Inceentrive Savings & Trust | - | 58 | $4,995,304 | $494,036 | $8,518iApproximate average salary by contribution assumption: employee only about $212,947 at 4% or $141,964 at 6%; with 50% employer match about $141,964 at 4% or $94,643 at 6%; with 100% employer match about $106,473 at 4% or $70,982 at 6%. |
| 2008 | 2 | 61 | $0 | $0 | - |
| Inceentrive Savings & Trust | - | 61 | - | - | - |
| Catholic Order of Foresters Retirement and Pension Plan | - | 53 | - | - | - |
| 2007 | 2 | 68 | $0 | $0 | - |
| Catholic Order of Foresters Retirement and Pension Plan | - | 52 | - | - | - |
| Inceentrive Savings & Trust | - | 68 | - | - | - |
| 2006 | 2 | 63 | $12,861,991 | $405,863 | $6,442iApproximate average salary by contribution assumption: employee only about $161,057 at 4% or $107,371 at 6%; with 50% employer match about $107,371 at 4% or $71,581 at 6%; with 100% employer match about $80,528 at 4% or $53,686 at 6%. |
| Catholic Order of Foresters Retirement and Pension Plan | - | 62 | $8,305,208 | - | - |
| Inceentrive Savings & Trust | - | 63 | $4,556,783 | $405,863 | $6,442iApproximate average salary by contribution assumption: employee only about $161,057 at 4% or $107,371 at 6%; with 50% employer match about $107,371 at 4% or $71,581 at 6%; with 100% employer match about $80,528 at 4% or $53,686 at 6%. |
| 2005 | 2 | 68 | $12,147,545 | $1,085,097 | $15,957iApproximate average salary by contribution assumption: employee only about $398,933 at 4% or $265,955 at 6%; with 50% employer match about $265,955 at 4% or $177,303 at 6%; with 100% employer match about $199,466 at 4% or $132,978 at 6%. |
| Catholic Order of Foresters Retirement and Pension Plan | - | 68 | $7,900,414 | $700,000 | $10,294iApproximate average salary by contribution assumption: employee only about $257,353 at 4% or $171,569 at 6%; with 50% employer match about $171,569 at 4% or $114,379 at 6%; with 100% employer match about $128,676 at 4% or $85,784 at 6%. |
| Inceentrive Savings & Trust | - | 65 | $4,247,131 | $385,097 | $5,925iApproximate average salary by contribution assumption: employee only about $148,114 at 4% or $98,743 at 6%; with 50% employer match about $98,743 at 4% or $65,829 at 6%; with 100% employer match about $74,057 at 4% or $49,371 at 6%. |
| 2004 | 2 | 69 | $11,084,317 | $989,951 | $14,347iApproximate average salary by contribution assumption: employee only about $358,678 at 4% or $239,119 at 6%; with 50% employer match about $239,119 at 4% or $159,412 at 6%; with 100% employer match about $179,339 at 4% or $119,559 at 6%. |
| Catholic Order of Foresters Retirement and Pension Plan | - | 69 | $7,269,515 | $600,000 | $8,696iApproximate average salary by contribution assumption: employee only about $217,391 at 4% or $144,928 at 6%; with 50% employer match about $144,928 at 4% or $96,618 at 6%; with 100% employer match about $108,696 at 4% or $72,464 at 6%. |
| Inceentrive Savings & Trust | - | 69 | $3,814,802 | $389,951 | $5,651iApproximate average salary by contribution assumption: employee only about $141,287 at 4% or $94,191 at 6%; with 50% employer match about $94,191 at 4% or $62,794 at 6%; with 100% employer match about $70,643 at 4% or $47,096 at 6%. |
| 2003 | 2 | 67 | $7,599,640 | $694,000 | $10,358iApproximate average salary by contribution assumption: employee only about $258,955 at 4% or $172,637 at 6%; with 50% employer match about $172,637 at 4% or $115,091 at 6%; with 100% employer match about $129,478 at 4% or $86,318 at 6%. |
| Catholic Order of Foresters Retirement and Pension Plan | - | 67 | $7,599,640 | $694,000 | $10,358iApproximate average salary by contribution assumption: employee only about $258,955 at 4% or $172,637 at 6%; with 50% employer match about $172,637 at 4% or $115,091 at 6%; with 100% employer match about $129,478 at 4% or $86,318 at 6%. |
| Inceentrive Savings & Trust | - | 66 | - | - | - |
| 2002 | 2 | 73 | $8,385,019 | $1,056,733 | $14,476iApproximate average salary by contribution assumption: employee only about $361,895 at 4% or $241,263 at 6%; with 50% employer match about $241,263 at 4% or $160,842 at 6%; with 100% employer match about $180,947 at 4% or $120,632 at 6%. |
| Catholic Order of Foresters Retirement and Pension Plan | - | 72 | $6,395,891 | $860,301 | $11,949iApproximate average salary by contribution assumption: employee only about $298,716 at 4% or $199,144 at 6%; with 50% employer match about $199,144 at 4% or $132,763 at 6%; with 100% employer match about $149,358 at 4% or $99,572 at 6%. |
| Inceentrive Savings & Trust | - | 73 | $1,989,128 | $196,432 | $2,691iApproximate average salary by contribution assumption: employee only about $67,271 at 4% or $44,847 at 6%; with 50% employer match about $44,847 at 4% or $29,898 at 6%; with 100% employer match about $33,636 at 4% or $22,424 at 6%. |
| 2001 | 2 | 71 | $6,382,615 | $696,259 | $9,806iApproximate average salary by contribution assumption: employee only about $245,162 at 4% or $163,441 at 6%; with 50% employer match about $163,441 at 4% or $108,961 at 6%; with 100% employer match about $122,581 at 4% or $81,721 at 6%. |
| Catholic Order of Foresters Retirement and Pension Plan | - | 71 | $6,382,615 | $696,259 | $9,806iApproximate average salary by contribution assumption: employee only about $245,162 at 4% or $163,441 at 6%; with 50% employer match about $163,441 at 4% or $108,961 at 6%; with 100% employer match about $122,581 at 4% or $81,721 at 6%. |
| Inceentrive Savings & Trust | - | 70 | - | - | - |
| 2000 | 2 | 77 | $9,247,421 | $706,915 | $9,181iApproximate average salary by contribution assumption: employee only about $229,518 at 4% or $153,012 at 6%; with 50% employer match about $153,012 at 4% or $102,008 at 6%; with 100% employer match about $114,759 at 4% or $76,506 at 6%. |
| Catholic Order of Foresters Retirement and Pension Plan | - | 77 | $7,764,767 | $543,000 | $7,052iApproximate average salary by contribution assumption: employee only about $176,299 at 4% or $117,532 at 6%; with 50% employer match about $117,532 at 4% or $78,355 at 6%; with 100% employer match about $88,149 at 4% or $58,766 at 6%. |
| Inceentrive Savings & Trust | - | 75 | $1,482,654 | $163,915 | $2,186iApproximate average salary by contribution assumption: employee only about $54,638 at 4% or $36,426 at 6%; with 50% employer match about $36,426 at 4% or $24,284 at 6%; with 100% employer match about $27,319 at 4% or $18,213 at 6%. |
| 1999 | 2 | 76 | $9,271,512 | $932,540 | $12,270iApproximate average salary by contribution assumption: employee only about $306,757 at 4% or $204,504 at 6%; with 50% employer match about $204,504 at 4% or $136,336 at 6%; with 100% employer match about $153,378 at 4% or $102,252 at 6%. |
| Catholic Order of Foresters Retirement and Pension Plan | - | 76 | $7,554,245 | $730,000 | $9,605iApproximate average salary by contribution assumption: employee only about $240,132 at 4% or $160,088 at 6%; with 50% employer match about $160,088 at 4% or $106,725 at 6%; with 100% employer match about $120,066 at 4% or $80,044 at 6%. |
| Inceentrive Savings & Trust | - | 76 | $1,717,267 | $202,540 | $2,665iApproximate average salary by contribution assumption: employee only about $66,625 at 4% or $44,417 at 6%; with 50% employer match about $44,417 at 4% or $29,611 at 6%; with 100% employer match about $33,313 at 4% or $22,208 at 6%. |