Million Dollar Round Table
Plan context: Million Dollar Round Table 401K Thrift Plan
EIN 36-2138427 • Park Ridge, IL • 52 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
146
2024 Assets
$42,065,563
2024 Contributions
$4,836,369
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 | 3 | 146 | $42,065,563 | $4,836,369 | $33,126iApproximate average salary by contribution assumption: employee only about $828,145 at 4% or $552,097 at 6%; with 50% employer match about $552,097 at 4% or $368,065 at 6%; with 100% employer match about $414,073 at 4% or $276,048 at 6%. |
| Million Dollar Round Table 401K Thrift Plan | - | 139 | $22,157,497 | $1,741,852 | $12,531iApproximate average salary by contribution assumption: employee only about $313,283 at 4% or $208,855 at 6%; with 50% employer match about $208,855 at 4% or $139,237 at 6%; with 100% employer match about $156,641 at 4% or $104,428 at 6%. |
| Million Dollar Round Table Retirement Plan | - | 120 | $19,908,066 | $3,094,517 | $25,788iApproximate average salary by contribution assumption: employee only about $644,691 at 4% or $429,794 at 6%; with 50% employer match about $429,794 at 4% or $286,529 at 6%; with 100% employer match about $322,346 at 4% or $214,897 at 6%. |
| Million Dollar Round Table Employee Benefits Plan | - | 146 | - | - | - |
| 2023 | 3 | 139 | $37,190,389 | $3,511,756 | $25,264iApproximate average salary by contribution assumption: employee only about $631,611 at 4% or $421,074 at 6%; with 50% employer match about $421,074 at 4% or $280,716 at 6%; with 100% employer match about $315,805 at 4% or $210,537 at 6%. |
| Million Dollar Round Table 401K Thrift Plan | - | 122 | $19,502,036 | $1,398,564 | $11,464iApproximate average salary by contribution assumption: employee only about $286,591 at 4% or $191,061 at 6%; with 50% employer match about $191,061 at 4% or $127,374 at 6%; with 100% employer match about $143,295 at 4% or $95,530 at 6%. |
| Million Dollar Round Table Retirement Plan | - | 97 | $17,688,353 | $2,113,192 | $21,785iApproximate average salary by contribution assumption: employee only about $544,637 at 4% or $363,091 at 6%; with 50% employer match about $363,091 at 4% or $242,061 at 6%; with 100% employer match about $272,319 at 4% or $181,546 at 6%. |
| Million Dollar Round Table Employee Benefits Plan | - | 139 | - | - | - |
| 2022 | 3 | 127 | $31,654,835 | $2,464,978 | $19,409iApproximate average salary by contribution assumption: employee only about $485,232 at 4% or $323,488 at 6%; with 50% employer match about $323,488 at 4% or $215,659 at 6%; with 100% employer match about $242,616 at 4% or $161,744 at 6%. |
| Million Dollar Round Table 401K Thrift Plan | - | 107 | $17,181,162 | $1,464,978 | $13,691iApproximate average salary by contribution assumption: employee only about $342,285 at 4% or $228,190 at 6%; with 50% employer match about $228,190 at 4% or $152,126 at 6%; with 100% employer match about $171,142 at 4% or $114,095 at 6%. |
| Million Dollar Round Table Retirement Plan | - | 94 | $14,473,673 | $1,000,000 | $10,638iApproximate average salary by contribution assumption: employee only about $265,957 at 4% or $177,305 at 6%; with 50% employer match about $177,305 at 4% or $118,203 at 6%; with 100% employer match about $132,979 at 4% or $88,652 at 6%. |
| Million Dollar Round Table Employee Benefits Plan | - | 127 | - | - | - |
| 2021 | 3 | 113 | $37,463,436 | $1,973,006 | $17,460iApproximate average salary by contribution assumption: employee only about $436,506 at 4% or $291,004 at 6%; with 50% employer match about $291,004 at 4% or $194,003 at 6%; with 100% employer match about $218,253 at 4% or $145,502 at 6%. |
| Million Dollar Round Table 401K Thrift Plan | - | 111 | $19,401,893 | $1,085,129 | $9,776iApproximate average salary by contribution assumption: employee only about $244,398 at 4% or $162,932 at 6%; with 50% employer match about $162,932 at 4% or $108,622 at 6%; with 100% employer match about $122,199 at 4% or $81,466 at 6%. |
| Million Dollar Round Table Retirement Plan | - | 90 | $18,061,543 | $887,877 | $9,865iApproximate average salary by contribution assumption: employee only about $246,632 at 4% or $164,422 at 6%; with 50% employer match about $164,422 at 4% or $109,614 at 6%; with 100% employer match about $123,316 at 4% or $82,211 at 6%. |
| Million Dollar Round Table Employee Benefits Plan | - | 113 | - | - | - |
| 2020 | 2 | 107 | $34,283,616 | $2,965,007 | $27,710iApproximate average salary by contribution assumption: employee only about $692,759 at 4% or $461,839 at 6%; with 50% employer match about $461,839 at 4% or $307,893 at 6%; with 100% employer match about $346,379 at 4% or $230,920 at 6%. |
| Million Dollar Round Table 401K Thrift Plan | - | 107 | $17,306,112 | $1,155,553 | $10,800iApproximate average salary by contribution assumption: employee only about $269,989 at 4% or $179,993 at 6%; with 50% employer match about $179,993 at 4% or $119,995 at 6%; with 100% employer match about $134,995 at 4% or $89,996 at 6%. |
| Million Dollar Round Table Retirement Plan | - | 94 | $16,977,504 | $1,809,454 | $19,250iApproximate average salary by contribution assumption: employee only about $481,238 at 4% or $320,825 at 6%; with 50% employer match about $320,825 at 4% or $213,883 at 6%; with 100% employer match about $240,619 at 4% or $160,413 at 6%. |
| 2019 | 2 | 103 | $29,869,584 | $2,414,242 | $23,439iApproximate average salary by contribution assumption: employee only about $585,981 at 4% or $390,654 at 6%; with 50% employer match about $390,654 at 4% or $260,436 at 6%; with 100% employer match about $292,991 at 4% or $195,327 at 6%. |
| Million Dollar Round Table Retirement Plan | - | 88 | $15,598,728 | $877,310 | $9,969iApproximate average salary by contribution assumption: employee only about $249,236 at 4% or $166,157 at 6%; with 50% employer match about $166,157 at 4% or $110,771 at 6%; with 100% employer match about $124,618 at 4% or $83,079 at 6%. |
| Million Dollar Round Table 401K Thrift Plan | - | 103 | $14,270,856 | $1,536,932 | $14,922iApproximate average salary by contribution assumption: employee only about $373,042 at 4% or $248,694 at 6%; with 50% employer match about $248,694 at 4% or $165,796 at 6%; with 100% employer match about $186,521 at 4% or $124,347 at 6%. |
| 2018 | 2 | 100 | $26,716,778 | $2,158,725 | $21,587iApproximate average salary by contribution assumption: employee only about $539,681 at 4% or $359,788 at 6%; with 50% employer match about $359,788 at 4% or $239,858 at 6%; with 100% employer match about $269,841 at 4% or $179,894 at 6%. |
| Million Dollar Round Table Retirement Plan | - | 76 | $15,173,860 | $900,000 | $11,842iApproximate average salary by contribution assumption: employee only about $296,053 at 4% or $197,368 at 6%; with 50% employer match about $197,368 at 4% or $131,579 at 6%; with 100% employer match about $148,026 at 4% or $98,684 at 6%. |
| Million Dollar Round Table 401K Thrift Plan | - | 100 | $11,542,918 | $1,258,725 | $12,587iApproximate average salary by contribution assumption: employee only about $314,681 at 4% or $209,788 at 6%; with 50% employer match about $209,788 at 4% or $139,858 at 6%; with 100% employer match about $157,341 at 4% or $104,894 at 6%. |
| 2017 | 2 | 88 | $25,968,904 | $1,339,577 | $15,222iApproximate average salary by contribution assumption: employee only about $380,562 at 4% or $253,708 at 6%; with 50% employer match about $253,708 at 4% or $169,139 at 6%; with 100% employer match about $190,281 at 4% or $126,854 at 6%. |
| Million Dollar Round Table Retirement Plan | - | 78 | $15,316,338 | $600,000 | $7,692iApproximate average salary by contribution assumption: employee only about $192,308 at 4% or $128,205 at 6%; with 50% employer match about $128,205 at 4% or $85,470 at 6%; with 100% employer match about $96,154 at 4% or $64,103 at 6%. |
| Million Dollar Round Table 401K Thrift Plan | - | 88 | $10,652,566 | $739,577 | $8,404iApproximate average salary by contribution assumption: employee only about $210,107 at 4% or $140,071 at 6%; with 50% employer match about $140,071 at 4% or $93,381 at 6%; with 100% employer match about $105,054 at 4% or $70,036 at 6%. |
| 2016 | 2 | 112 | $23,047,447 | $2,562,116 | $22,876iApproximate average salary by contribution assumption: employee only about $571,901 at 4% or $381,267 at 6%; with 50% employer match about $381,267 at 4% or $254,178 at 6%; with 100% employer match about $285,950 at 4% or $190,634 at 6%. |
| Million Dollar Round Table Retirement Plan | - | 112 | $13,976,245 | $1,800,000 | $16,071iApproximate average salary by contribution assumption: employee only about $401,786 at 4% or $267,857 at 6%; with 50% employer match about $267,857 at 4% or $178,571 at 6%; with 100% employer match about $200,893 at 4% or $133,929 at 6%. |
| Million Dollar Round Table 401K Thrift Plan | - | 88 | $9,071,202 | $762,116 | $8,660iApproximate average salary by contribution assumption: employee only about $216,510 at 4% or $144,340 at 6%; with 50% employer match about $144,340 at 4% or $96,227 at 6%; with 100% employer match about $108,255 at 4% or $72,170 at 6%. |
| 2015 | 2 | 111 | $22,185,070 | $2,428,692 | $21,880iApproximate average salary by contribution assumption: employee only about $547,003 at 4% or $364,668 at 6%; with 50% employer match about $364,668 at 4% or $243,112 at 6%; with 100% employer match about $273,501 at 4% or $182,334 at 6%. |
| Million Dollar Round Table Retirement Plan | - | 111 | $12,544,159 | $1,839,606 | $16,573iApproximate average salary by contribution assumption: employee only about $414,326 at 4% or $276,217 at 6%; with 50% employer match about $276,217 at 4% or $184,145 at 6%; with 100% employer match about $207,163 at 4% or $138,109 at 6%. |
| Million Dollar Round Table 401K Thrift Plan | - | 86 | $9,640,911 | $589,086 | $6,850iApproximate average salary by contribution assumption: employee only about $171,246 at 4% or $114,164 at 6%; with 50% employer match about $114,164 at 4% or $76,109 at 6%; with 100% employer match about $85,623 at 4% or $57,082 at 6%. |
| 2014 | 2 | 107 | $20,566,447 | $1,409,327 | $13,171iApproximate average salary by contribution assumption: employee only about $329,282 at 4% or $219,521 at 6%; with 50% employer match about $219,521 at 4% or $146,348 at 6%; with 100% employer match about $164,641 at 4% or $109,761 at 6%. |
| Million Dollar Round Table Retirement Plan | - | 107 | $11,276,950 | $888,669 | $8,305iApproximate average salary by contribution assumption: employee only about $207,633 at 4% or $138,422 at 6%; with 50% employer match about $138,422 at 4% or $92,281 at 6%; with 100% employer match about $103,816 at 4% or $69,211 at 6%. |
| Million Dollar Round Table 401K Thrift Plan | - | 82 | $9,289,497 | $520,658 | $6,349iApproximate average salary by contribution assumption: employee only about $158,737 at 4% or $105,825 at 6%; with 50% employer match about $105,825 at 4% or $70,550 at 6%; with 100% employer match about $79,369 at 4% or $52,912 at 6%. |
| 2013 | 2 | 99 | $18,981,730 | $1,247,828 | $12,604iApproximate average salary by contribution assumption: employee only about $315,108 at 4% or $210,072 at 6%; with 50% employer match about $210,072 at 4% or $140,048 at 6%; with 100% employer match about $157,554 at 4% or $105,036 at 6%. |
| Million Dollar Round Table Retirement Plan | - | 99 | $10,322,628 | $886,313 | $8,953iApproximate average salary by contribution assumption: employee only about $223,816 at 4% or $149,211 at 6%; with 50% employer match about $149,211 at 4% or $99,474 at 6%; with 100% employer match about $111,908 at 4% or $74,605 at 6%. |
| Million Dollar Round Table 401K Thrift Plan | - | 74 | $8,659,102 | $361,515 | $4,885iApproximate average salary by contribution assumption: employee only about $122,133 at 4% or $81,422 at 6%; with 50% employer match about $81,422 at 4% or $54,282 at 6%; with 100% employer match about $61,067 at 4% or $40,711 at 6%. |
| 2012 | 2 | 101 | $17,698,491 | $1,480,871 | $14,662iApproximate average salary by contribution assumption: employee only about $366,552 at 4% or $244,368 at 6%; with 50% employer match about $244,368 at 4% or $162,912 at 6%; with 100% employer match about $183,276 at 4% or $122,184 at 6%. |
| Million Dollar Round Table Retirement Plan | - | 101 | $9,529,373 | $811,284 | $8,033iApproximate average salary by contribution assumption: employee only about $200,813 at 4% or $133,875 at 6%; with 50% employer match about $133,875 at 4% or $89,250 at 6%; with 100% employer match about $100,406 at 4% or $66,938 at 6%. |
| Million Dollar Round Table 401K Thrift Plan | - | 63 | $8,169,118 | $669,587 | $10,628iApproximate average salary by contribution assumption: employee only about $265,709 at 4% or $177,139 at 6%; with 50% employer match about $177,139 at 4% or $118,093 at 6%; with 100% employer match about $132,855 at 4% or $88,570 at 6%. |
| 2011 | 2 | 102 | $15,604,298 | $1,181,769 | $11,586iApproximate average salary by contribution assumption: employee only about $289,649 at 4% or $193,100 at 6%; with 50% employer match about $193,100 at 4% or $128,733 at 6%; with 100% employer match about $144,825 at 4% or $96,550 at 6%. |
| Million Dollar Round Table Retirement Plan | - | 0 | $8,183,348 | $719,635 | - |
| Million Dollar Round Table 401K Thrift Plan | - | 102 | $7,420,950 | $462,134 | $4,531iApproximate average salary by contribution assumption: employee only about $113,268 at 4% or $75,512 at 6%; with 50% employer match about $75,512 at 4% or $50,341 at 6%; with 100% employer match about $56,634 at 4% or $37,756 at 6%. |
| 2010 | 2 | 102 | $14,268,009 | $1,366,432 | $13,396iApproximate average salary by contribution assumption: employee only about $334,910 at 4% or $223,273 at 6%; with 50% employer match about $223,273 at 4% or $148,849 at 6%; with 100% employer match about $167,455 at 4% or $111,637 at 6%. |
| Million Dollar Round Table Retirement Plan | - | 0 | $7,360,760 | $919,081 | - |
| Million Dollar Round Table 401K Thrift Plan | - | 102 | $6,907,249 | $447,351 | $4,386iApproximate average salary by contribution assumption: employee only about $109,645 at 4% or $73,097 at 6%; with 50% employer match about $73,097 at 4% or $48,731 at 6%; with 100% employer match about $54,822 at 4% or $36,548 at 6%. |
| 2009 | 2 | 104 | $13,059,820 | $651,161 | $6,261iApproximate average salary by contribution assumption: employee only about $156,529 at 4% or $104,353 at 6%; with 50% employer match about $104,353 at 4% or $69,568 at 6%; with 100% employer match about $78,265 at 4% or $52,176 at 6%. |
| Million Dollar Round Table 401K Thrift Plan | - | 104 | $6,787,138 | $501,161 | $4,819iApproximate average salary by contribution assumption: employee only about $120,471 at 4% or $80,314 at 6%; with 50% employer match about $80,314 at 4% or $53,543 at 6%; with 100% employer match about $60,236 at 4% or $40,157 at 6%. |
| Million Dollar Round Table Retirement Plan | - | 0 | $6,272,682 | $150,000 | - |
| 2008 | 2 | 59 | $11,996,983 | $1,720,149 | $29,155iApproximate average salary by contribution assumption: employee only about $728,877 at 4% or $485,918 at 6%; with 50% employer match about $485,918 at 4% or $323,945 at 6%; with 100% employer match about $364,438 at 4% or $242,959 at 6%. |
| Million Dollar Round Table 401K Thrift Plan | - | 59 | $6,330,658 | $510,149 | $8,647iApproximate average salary by contribution assumption: employee only about $216,165 at 4% or $144,110 at 6%; with 50% employer match about $144,110 at 4% or $96,073 at 6%; with 100% employer match about $108,082 at 4% or $72,055 at 6%. |
| Million Dollar Round Table Retirement Plan | - | 56 | $5,666,325 | $1,210,000 | $21,607iApproximate average salary by contribution assumption: employee only about $540,179 at 4% or $360,119 at 6%; with 50% employer match about $360,119 at 4% or $240,079 at 6%; with 100% employer match about $270,089 at 4% or $180,060 at 6%. |
| 2007 | 2 | 64 | $0 | $0 | - |
| Million Dollar Round Table 401K Thrift Plan | - | 63 | - | - | - |
| Million Dollar Round Table Retirement Plan | - | 64 | - | - | - |
| 2006 | 2 | 70 | $12,032,336 | $1,062,447 | $15,178iApproximate average salary by contribution assumption: employee only about $379,445 at 4% or $252,964 at 6%; with 50% employer match about $252,964 at 4% or $168,642 at 6%; with 100% employer match about $189,723 at 4% or $126,482 at 6%. |
| Million Dollar Round Table 401K Thrift Plan | - | 61 | $6,028,471 | $454,875 | $7,457iApproximate average salary by contribution assumption: employee only about $186,424 at 4% or $124,283 at 6%; with 50% employer match about $124,283 at 4% or $82,855 at 6%; with 100% employer match about $93,212 at 4% or $62,141 at 6%. |
| Million Dollar Round Table Retirement Plan | - | 70 | $6,003,865 | $607,572 | $8,680iApproximate average salary by contribution assumption: employee only about $216,990 at 4% or $144,660 at 6%; with 50% employer match about $144,660 at 4% or $96,440 at 6%; with 100% employer match about $108,495 at 4% or $72,330 at 6%. |
| 2005 | 2 | 66 | $11,975,147 | $1,713,888 | $25,968iApproximate average salary by contribution assumption: employee only about $649,200 at 4% or $432,800 at 6%; with 50% employer match about $432,800 at 4% or $288,533 at 6%; with 100% employer match about $324,600 at 4% or $216,400 at 6%. |
| Million Dollar Round Table Retirement Plan | - | 66 | $6,437,537 | $1,248,500 | $18,917iApproximate average salary by contribution assumption: employee only about $472,917 at 4% or $315,278 at 6%; with 50% employer match about $315,278 at 4% or $210,185 at 6%; with 100% employer match about $236,458 at 4% or $157,639 at 6%. |
| Million Dollar Round Table 401K Thrift Plan | - | 56 | $5,537,610 | $465,388 | $8,311iApproximate average salary by contribution assumption: employee only about $207,763 at 4% or $138,508 at 6%; with 50% employer match about $138,508 at 4% or $92,339 at 6%; with 100% employer match about $103,881 at 4% or $69,254 at 6%. |
| 2004 | 1 | 57 | $4,731,903 | $449,287 | $7,882iApproximate average salary by contribution assumption: employee only about $197,056 at 4% or $131,370 at 6%; with 50% employer match about $131,370 at 4% or $87,580 at 6%; with 100% employer match about $98,528 at 4% or $65,685 at 6%. |
| Million Dollar Round Table 401K Thrift Plan | - | 57 | $4,731,903 | $449,287 | $7,882iApproximate average salary by contribution assumption: employee only about $197,056 at 4% or $131,370 at 6%; with 50% employer match about $131,370 at 4% or $87,580 at 6%; with 100% employer match about $98,528 at 4% or $65,685 at 6%. |
| 2003 | 1 | 53 | $4,076,894 | $361,401 | $6,819iApproximate average salary by contribution assumption: employee only about $170,472 at 4% or $113,648 at 6%; with 50% employer match about $113,648 at 4% or $75,765 at 6%; with 100% employer match about $85,236 at 4% or $56,824 at 6%. |
| Million Dollar Round Table 401K Thrift Plan | - | 53 | $4,076,894 | $361,401 | $6,819iApproximate average salary by contribution assumption: employee only about $170,472 at 4% or $113,648 at 6%; with 50% employer match about $113,648 at 4% or $75,765 at 6%; with 100% employer match about $85,236 at 4% or $56,824 at 6%. |
| 2002 | 2 | 66 | $7,622,661 | $529,170 | $8,018iApproximate average salary by contribution assumption: employee only about $200,443 at 4% or $133,629 at 6%; with 50% employer match about $133,629 at 4% or $89,086 at 6%; with 100% employer match about $100,222 at 4% or $66,814 at 6%. |
| Million Dollar Round Table Retirement Plan | - | 59 | $4,319,308 | $180,000 | $3,051iApproximate average salary by contribution assumption: employee only about $76,271 at 4% or $50,847 at 6%; with 50% employer match about $50,847 at 4% or $33,898 at 6%; with 100% employer match about $38,136 at 4% or $25,424 at 6%. |
| Million Dollar Round Table 401K Thrift Plan | - | 66 | $3,303,353 | $349,170 | $5,290iApproximate average salary by contribution assumption: employee only about $132,261 at 4% or $88,174 at 6%; with 50% employer match about $88,174 at 4% or $58,783 at 6%; with 100% employer match about $66,131 at 4% or $44,087 at 6%. |
| 2001 | 1 | 49 | $0 | $0 | - |
| Million Dollar Round Table Retirement Plan | - | 49 | - | - | - |
| 2000 | 2 | 45 | $6,649,843 | $452,101 | $10,047iApproximate average salary by contribution assumption: employee only about $251,167 at 4% or $167,445 at 6%; with 50% employer match about $167,445 at 4% or $111,630 at 6%; with 100% employer match about $125,584 at 4% or $83,722 at 6%. |
| Million Dollar Round Table Retirement Plan | - | 45 | $3,682,537 | $192,600 | $4,280iApproximate average salary by contribution assumption: employee only about $107,000 at 4% or $71,333 at 6%; with 50% employer match about $71,333 at 4% or $47,556 at 6%; with 100% employer match about $53,500 at 4% or $35,667 at 6%. |
| Million Dollar Round Table 401K Thrift Plan | - | 44 | $2,967,306 | $259,501 | $5,898iApproximate average salary by contribution assumption: employee only about $147,444 at 4% or $98,296 at 6%; with 50% employer match about $98,296 at 4% or $65,531 at 6%; with 100% employer match about $73,722 at 4% or $49,148 at 6%. |
| 1999 | 1 | 38 | $2,812,538 | $262,783 | $6,915iApproximate average salary by contribution assumption: employee only about $172,884 at 4% or $115,256 at 6%; with 50% employer match about $115,256 at 4% or $76,837 at 6%; with 100% employer match about $86,442 at 4% or $57,628 at 6%. |
| Million Dollar Round Table 401K Thrift Plan | - | 38 | $2,812,538 | $262,783 | $6,915iApproximate average salary by contribution assumption: employee only about $172,884 at 4% or $115,256 at 6%; with 50% employer match about $115,256 at 4% or $76,837 at 6%; with 100% employer match about $86,442 at 4% or $57,628 at 6%. |