Civic Intelligence

Erikson Institute

Plan context: Erikson Institute DC Retirement Plan

EIN 36-2593545 • Chicago, IL • 17 filings • 4 plans

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451 N LA Salle DrChicago, IL 60654-4510
Current Snapshot

Latest Year

2023

2023 Participants

230

2023 Assets

$43,291,365

2023 Contributions

$1,714,618

Historical Graphs

Total Assets Over Time

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

$44,475,922$22,237,961$0200920162023YearValue
$43,291,365Latest year 2023

Participants Over Time

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

2351180200920162023YearValue
230Latest year 2023

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
20231230$43,291,365$1,714,618$7,455iApproximate average salary by contribution assumption: employee only about $186,372 at 4% or $124,248 at 6%; with 50% employer match about $124,248 at 4% or $82,832 at 6%; with 100% employer match about $93,186 at 4% or $62,124 at 6%.
Erikson Institute DC Retirement Plan-230$43,291,365$1,714,618$7,455iApproximate average salary by contribution assumption: employee only about $186,372 at 4% or $124,248 at 6%; with 50% employer match about $124,248 at 4% or $82,832 at 6%; with 100% employer match about $93,186 at 4% or $62,124 at 6%.
20221224$40,795,396$1,656,755$7,396iApproximate average salary by contribution assumption: employee only about $184,906 at 4% or $123,270 at 6%; with 50% employer match about $123,270 at 4% or $82,180 at 6%; with 100% employer match about $92,453 at 4% or $61,635 at 6%.
Erikson Institute DC Retirement Plan-224$40,795,396$1,656,755$7,396iApproximate average salary by contribution assumption: employee only about $184,906 at 4% or $123,270 at 6%; with 50% employer match about $123,270 at 4% or $82,180 at 6%; with 100% employer match about $92,453 at 4% or $61,635 at 6%.
20211205$37,481,060$2,488,444$12,139iApproximate average salary by contribution assumption: employee only about $303,469 at 4% or $202,313 at 6%; with 50% employer match about $202,313 at 4% or $134,875 at 6%; with 100% employer match about $151,734 at 4% or $101,156 at 6%.
Erikson Institute DC Retirement Plan-205$37,481,060$2,488,444$12,139iApproximate average salary by contribution assumption: employee only about $303,469 at 4% or $202,313 at 6%; with 50% employer match about $202,313 at 4% or $134,875 at 6%; with 100% employer match about $151,734 at 4% or $101,156 at 6%.
20201183$44,475,922$1,888,245$10,318iApproximate average salary by contribution assumption: employee only about $257,957 at 4% or $171,971 at 6%; with 50% employer match about $171,971 at 4% or $114,648 at 6%; with 100% employer match about $128,978 at 4% or $85,986 at 6%.
Erikson Institute DC Retirement Plan-183$44,475,922$1,888,245$10,318iApproximate average salary by contribution assumption: employee only about $257,957 at 4% or $171,971 at 6%; with 50% employer match about $171,971 at 4% or $114,648 at 6%; with 100% employer match about $128,978 at 4% or $85,986 at 6%.
20191182$34,576,047$1,995,919$10,967iApproximate average salary by contribution assumption: employee only about $274,165 at 4% or $182,776 at 6%; with 50% employer match about $182,776 at 4% or $121,851 at 6%; with 100% employer match about $137,082 at 4% or $91,388 at 6%.
Erikson Institute DC Retirement Plan-182$34,576,047$1,995,919$10,967iApproximate average salary by contribution assumption: employee only about $274,165 at 4% or $182,776 at 6%; with 50% employer match about $182,776 at 4% or $121,851 at 6%; with 100% employer match about $137,082 at 4% or $91,388 at 6%.
20181167$32,784,292$1,911,403$11,446iApproximate average salary by contribution assumption: employee only about $286,138 at 4% or $190,759 at 6%; with 50% employer match about $190,759 at 4% or $127,173 at 6%; with 100% employer match about $143,069 at 4% or $95,379 at 6%.
Erikson Institute DC Retirement Plan-167$32,784,292$1,911,403$11,446iApproximate average salary by contribution assumption: employee only about $286,138 at 4% or $190,759 at 6%; with 50% employer match about $190,759 at 4% or $127,173 at 6%; with 100% employer match about $143,069 at 4% or $95,379 at 6%.
20171169$30,160,959$1,525,473$9,026iApproximate average salary by contribution assumption: employee only about $225,662 at 4% or $150,441 at 6%; with 50% employer match about $150,441 at 4% or $100,294 at 6%; with 100% employer match about $112,831 at 4% or $75,221 at 6%.
Erikson Institute DC Retirement Plan-169$30,160,959$1,525,473$9,026iApproximate average salary by contribution assumption: employee only about $225,662 at 4% or $150,441 at 6%; with 50% employer match about $150,441 at 4% or $100,294 at 6%; with 100% employer match about $112,831 at 4% or $75,221 at 6%.
20161235$28,014,060$1,352,007$5,753iApproximate average salary by contribution assumption: employee only about $143,831 at 4% or $95,887 at 6%; with 50% employer match about $95,887 at 4% or $63,925 at 6%; with 100% employer match about $71,915 at 4% or $47,944 at 6%.
Erikson Institute DC Retirement Plan-235$28,014,060$1,352,007$5,753iApproximate average salary by contribution assumption: employee only about $143,831 at 4% or $95,887 at 6%; with 50% employer match about $95,887 at 4% or $63,925 at 6%; with 100% employer match about $71,915 at 4% or $47,944 at 6%.
20151219$24,551,668$1,571,943$7,178iApproximate average salary by contribution assumption: employee only about $179,446 at 4% or $119,630 at 6%; with 50% employer match about $119,630 at 4% or $79,754 at 6%; with 100% employer match about $89,723 at 4% or $59,815 at 6%.
Erikson Institute DC Retirement Plan-219$24,551,668$1,571,943$7,178iApproximate average salary by contribution assumption: employee only about $179,446 at 4% or $119,630 at 6%; with 50% employer match about $119,630 at 4% or $79,754 at 6%; with 100% employer match about $89,723 at 4% or $59,815 at 6%.
20141208$24,080,497$1,118,767$5,379iApproximate average salary by contribution assumption: employee only about $134,467 at 4% or $89,645 at 6%; with 50% employer match about $89,645 at 4% or $59,763 at 6%; with 100% employer match about $67,234 at 4% or $44,822 at 6%.
Erikson Institute DC Retirement Plan-208$24,080,497$1,118,767$5,379iApproximate average salary by contribution assumption: employee only about $134,467 at 4% or $89,645 at 6%; with 50% employer match about $89,645 at 4% or $59,763 at 6%; with 100% employer match about $67,234 at 4% or $44,822 at 6%.
20131195$22,442,311$1,344,564$6,895iApproximate average salary by contribution assumption: employee only about $172,380 at 4% or $114,920 at 6%; with 50% employer match about $114,920 at 4% or $76,613 at 6%; with 100% employer match about $86,190 at 4% or $57,460 at 6%.
Erikson Institute DC Retirement Plan-195$22,442,311$1,344,564$6,895iApproximate average salary by contribution assumption: employee only about $172,380 at 4% or $114,920 at 6%; with 50% employer match about $114,920 at 4% or $76,613 at 6%; with 100% employer match about $86,190 at 4% or $57,460 at 6%.
20121200$18,932,350$1,131,879$5,659iApproximate average salary by contribution assumption: employee only about $141,485 at 4% or $94,323 at 6%; with 50% employer match about $94,323 at 4% or $62,882 at 6%; with 100% employer match about $70,742 at 4% or $47,162 at 6%.
Erikson Institute DC Retirement Plan-200$18,932,350$1,131,879$5,659iApproximate average salary by contribution assumption: employee only about $141,485 at 4% or $94,323 at 6%; with 50% employer match about $94,323 at 4% or $62,882 at 6%; with 100% employer match about $70,742 at 4% or $47,162 at 6%.
20111198$16,886,250$1,123,294$5,673iApproximate average salary by contribution assumption: employee only about $141,830 at 4% or $94,553 at 6%; with 50% employer match about $94,553 at 4% or $63,036 at 6%; with 100% employer match about $70,915 at 4% or $47,277 at 6%.
Erikson Institute DC Retirement Plan-198$16,886,250$1,123,294$5,673iApproximate average salary by contribution assumption: employee only about $141,830 at 4% or $94,553 at 6%; with 50% employer match about $94,553 at 4% or $63,036 at 6%; with 100% employer match about $70,915 at 4% or $47,277 at 6%.
20102194$21,048,042$1,083,335$5,584iApproximate average salary by contribution assumption: employee only about $139,605 at 4% or $93,070 at 6%; with 50% employer match about $93,070 at 4% or $62,047 at 6%; with 100% employer match about $69,803 at 4% or $46,535 at 6%.
Erikson Institute DC Retirement Plan-194$16,149,079$842,360$4,342iApproximate average salary by contribution assumption: employee only about $108,552 at 4% or $72,368 at 6%; with 50% employer match about $72,368 at 4% or $48,245 at 6%; with 100% employer match about $54,276 at 4% or $36,184 at 6%.
ERIKSON INSTITUTE TDA PLAN-104$4,898,963$240,975$2,317iApproximate average salary by contribution assumption: employee only about $57,927 at 4% or $38,618 at 6%; with 50% employer match about $38,618 at 4% or $25,745 at 6%; with 100% employer match about $28,963 at 4% or $19,309 at 6%.
2009295$13,112,908$1,364,336$14,361iApproximate average salary by contribution assumption: employee only about $359,036 at 4% or $239,357 at 6%; with 50% employer match about $239,357 at 4% or $159,571 at 6%; with 100% employer match about $179,518 at 4% or $119,679 at 6%.
Erikson Institute DC Retirement Plan-95$9,088,510$865,320$9,109iApproximate average salary by contribution assumption: employee only about $227,716 at 4% or $151,811 at 6%; with 50% employer match about $151,811 at 4% or $101,207 at 6%; with 100% employer match about $113,858 at 4% or $75,905 at 6%.
ERIKSON INSTITUTE TDA PLAN-36$4,024,398$499,016$13,862iApproximate average salary by contribution assumption: employee only about $346,539 at 4% or $231,026 at 6%; with 50% employer match about $231,026 at 4% or $154,017 at 6%; with 100% employer match about $173,269 at 4% or $115,513 at 6%.