Civic Intelligence

Catholic Order of Foresters

Plan context: Inceentrive Savings & Trust

EIN 36-0879870 • Naperville, IL • 54 filings • 6 plans

355 Shuman Blvd.P.O. Box 3012Naperville, IL 60566
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

$24,269,795$12,134,898$0199920132025YearValue
$24,269,795Latest year 2025

Participants Over Time

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

113570199920122025YearValue
101Latest 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
20251101$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%.
20242104$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---
20232107$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---
20222102$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---
20212103$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---
20202104$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---
20192109$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---
20182110$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---
20172106$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---
20163113$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---
2015274$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%.
2014262$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%.
2013262$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%.
2012260$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%.
2011262$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%.
2010264$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%.
2009258$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%.
2008261$0$0-
Inceentrive Savings & Trust-61---
Catholic Order of Foresters Retirement and Pension Plan-53---
2007268$0$0-
Catholic Order of Foresters Retirement and Pension Plan-52---
Inceentrive Savings & Trust-68---
2006263$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%.
2005268$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%.
2004269$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%.
2003267$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---
2002273$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%.
2001271$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---
2000277$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%.
1999276$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%.