Civic Intelligence

Caldwell Co. Inc.

Plan context: Caldwell Co. Inc. Retirement Savings Plan

EIN 36-2896884 • Rockford, IL • 60 filings • 9 plans

4080 Logistics ParkwayRockford, IL 61109
Current Snapshot

Latest Year

2024

2024 Participants

160

2024 Assets

$5,537,350

2024 Contributions

$399,720

Historical Graphs

Total Assets Over Time

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

$14,514,113$7,257,057$0199920122024YearValue
$5,537,350Latest year 2024

Participants Over Time

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

2651330199920122024YearValue
160Latest 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
20242160$5,537,350$399,720$2,498iApproximate average salary by contribution assumption: employee only about $62,456 at 4% or $41,638 at 6%; with 50% employer match about $41,638 at 4% or $27,758 at 6%; with 100% employer match about $31,228 at 4% or $20,819 at 6%.
Caldwell Co. Inc. Retirement Savings Plan-81$5,537,350$399,720$4,935iApproximate average salary by contribution assumption: employee only about $123,370 at 4% or $82,247 at 6%; with 50% employer match about $82,247 at 4% or $54,831 at 6%; with 100% employer match about $61,685 at 4% or $41,123 at 6%.
The Caldwell Group Inc. Employee Benefit Plan-160---
20233128$4,834,529$371,259$2,900iApproximate average salary by contribution assumption: employee only about $72,512 at 4% or $48,341 at 6%; with 50% employer match about $48,341 at 4% or $32,227 at 6%; with 100% employer match about $36,256 at 4% or $24,171 at 6%.
Caldwell Co. Inc. Retirement Savings Plan-75$4,834,529$371,259$4,950iApproximate average salary by contribution assumption: employee only about $123,753 at 4% or $82,502 at 6%; with 50% employer match about $82,502 at 4% or $55,001 at 6%; with 100% employer match about $61,877 at 4% or $41,251 at 6%.
Caldwell Group Employee Stock Ownership Plan-0---
The Caldwell Group Inc. Employee Benefit Plan-128---
20223120$5,118,669$350,824$2,924iApproximate average salary by contribution assumption: employee only about $73,088 at 4% or $48,726 at 6%; with 50% employer match about $48,726 at 4% or $32,484 at 6%; with 100% employer match about $36,544 at 4% or $24,363 at 6%.
Caldwell Co. Inc. Retirement Savings Plan-113$4,263,241$350,824$3,105iApproximate average salary by contribution assumption: employee only about $77,616 at 4% or $51,744 at 6%; with 50% employer match about $51,744 at 4% or $34,496 at 6%; with 100% employer match about $38,808 at 4% or $25,872 at 6%.
Caldwell Group Employee Stock Ownership Plan-78$855,428--
The Caldwell Group Inc. Employee Benefit Plan-120---
20213172$6,938,789$1,645,667$9,568iApproximate average salary by contribution assumption: employee only about $239,196 at 4% or $159,464 at 6%; with 50% employer match about $159,464 at 4% or $106,309 at 6%; with 100% employer match about $119,598 at 4% or $79,732 at 6%.
Caldwell Co. Inc. Retirement Savings Plan-106$5,385,130$1,645,667$15,525iApproximate average salary by contribution assumption: employee only about $388,129 at 4% or $258,753 at 6%; with 50% employer match about $258,753 at 4% or $172,502 at 6%; with 100% employer match about $194,065 at 4% or $129,376 at 6%.
Caldwell Group Employee Stock Ownership Plan-88$1,553,659--
The Caldwell Group Inc. Employee Benefit Plan-172---
20203149$10,345,479$196,269$1,317iApproximate average salary by contribution assumption: employee only about $32,931 at 4% or $21,954 at 6%; with 50% employer match about $21,954 at 4% or $14,636 at 6%; with 100% employer match about $16,466 at 4% or $10,977 at 6%.
Caldwell Group Employee Stock Ownership Plan-81$6,910,284--
Caldwell Co. Inc. Retirement Savings Plan-97$3,435,195$196,269$2,023iApproximate average salary by contribution assumption: employee only about $50,585 at 4% or $33,723 at 6%; with 50% employer match about $33,723 at 4% or $22,482 at 6%; with 100% employer match about $25,292 at 4% or $16,862 at 6%.
The Caldwell Group Inc. Employee Benefit Plan-149---
20193193$12,009,375$546,805$2,833iApproximate average salary by contribution assumption: employee only about $70,830 at 4% or $47,220 at 6%; with 50% employer match about $47,220 at 4% or $31,480 at 6%; with 100% employer match about $35,415 at 4% or $23,610 at 6%.
Caldwell Group Employee Stock Ownership Plan-91$8,750,728$286,926$3,153iApproximate average salary by contribution assumption: employee only about $78,826 at 4% or $52,551 at 6%; with 50% employer match about $52,551 at 4% or $35,034 at 6%; with 100% employer match about $39,413 at 4% or $26,275 at 6%.
Caldwell Co. Inc. Retirement Savings Plan-120$3,258,647$259,879$2,166iApproximate average salary by contribution assumption: employee only about $54,141 at 4% or $36,094 at 6%; with 50% employer match about $36,094 at 4% or $24,063 at 6%; with 100% employer match about $27,071 at 4% or $18,047 at 6%.
The Caldwell Group Inc. Employee Benefit Plan-193---
20183194$13,192,611$765,589$3,946iApproximate average salary by contribution assumption: employee only about $98,658 at 4% or $65,772 at 6%; with 50% employer match about $65,772 at 4% or $43,848 at 6%; with 100% employer match about $49,329 at 4% or $32,886 at 6%.
Caldwell Group Employee Stock Ownership Plan-86$10,538,143$558,901$6,499iApproximate average salary by contribution assumption: employee only about $162,471 at 4% or $108,314 at 6%; with 50% employer match about $108,314 at 4% or $72,209 at 6%; with 100% employer match about $81,236 at 4% or $54,157 at 6%.
Caldwell Co. Inc. Retirement Savings Plan-107$2,654,468$206,688$1,932iApproximate average salary by contribution assumption: employee only about $48,292 at 4% or $32,194 at 6%; with 50% employer match about $32,194 at 4% or $21,463 at 6%; with 100% employer match about $24,146 at 4% or $16,097 at 6%.
The Caldwell Group Inc. Employee Benefit Plan-194---
20173172$12,563,446$771,569$4,486iApproximate average salary by contribution assumption: employee only about $112,147 at 4% or $74,764 at 6%; with 50% employer match about $74,764 at 4% or $49,843 at 6%; with 100% employer match about $56,073 at 4% or $37,382 at 6%.
Caldwell Group Employee Stock Ownership Plan-80$9,685,096$558,901$6,986iApproximate average salary by contribution assumption: employee only about $174,657 at 4% or $116,438 at 6%; with 50% employer match about $116,438 at 4% or $77,625 at 6%; with 100% employer match about $87,328 at 4% or $58,219 at 6%.
Caldwell Co. Inc. Retirement Savings Plan-136$2,878,350$212,668$1,564iApproximate average salary by contribution assumption: employee only about $39,093 at 4% or $26,062 at 6%; with 50% employer match about $26,062 at 4% or $17,375 at 6%; with 100% employer match about $19,547 at 4% or $13,031 at 6%.
The Caldwell Group Inc. Employee Benefit Plan-172---
20163223$11,844,631$1,236,566$5,545iApproximate average salary by contribution assumption: employee only about $138,628 at 4% or $92,419 at 6%; with 50% employer match about $92,419 at 4% or $61,613 at 6%; with 100% employer match about $69,314 at 4% or $46,209 at 6%.
Caldwell Group Employee Stock Ownership Plan-113$9,230,163$920,701$8,148iApproximate average salary by contribution assumption: employee only about $203,695 at 4% or $135,797 at 6%; with 50% employer match about $135,797 at 4% or $90,531 at 6%; with 100% employer match about $101,847 at 4% or $67,898 at 6%.
Caldwell Co. Inc. Retirement Savings Plan-124$2,614,468$315,865$2,547iApproximate average salary by contribution assumption: employee only about $63,682 at 4% or $42,455 at 6%; with 50% employer match about $42,455 at 4% or $28,303 at 6%; with 100% employer match about $31,841 at 4% or $21,227 at 6%.
The Caldwell Group Inc. Employee Benefit Plan-223---
20153265$13,775,345$1,087,943$4,105iApproximate average salary by contribution assumption: employee only about $102,636 at 4% or $68,424 at 6%; with 50% employer match about $68,424 at 4% or $45,616 at 6%; with 100% employer match about $51,318 at 4% or $34,212 at 6%.
Caldwell Group Employee Stock Ownership Plan-105$11,489,999$857,235$8,164iApproximate average salary by contribution assumption: employee only about $204,104 at 4% or $136,069 at 6%; with 50% employer match about $136,069 at 4% or $90,713 at 6%; with 100% employer match about $102,052 at 4% or $68,035 at 6%.
Caldwell Co. Inc. Retirement Savings Plan-146$2,285,346$230,708$1,580iApproximate average salary by contribution assumption: employee only about $39,505 at 4% or $26,337 at 6%; with 50% employer match about $26,337 at 4% or $17,558 at 6%; with 100% employer match about $19,752 at 4% or $13,168 at 6%.
The Caldwell Group Inc. Employee Benefit Plan-265---
20143236$13,504,456$1,476,123$6,255iApproximate average salary by contribution assumption: employee only about $156,369 at 4% or $104,246 at 6%; with 50% employer match about $104,246 at 4% or $69,497 at 6%; with 100% employer match about $78,184 at 4% or $52,123 at 6%.
Caldwell Group Employee Stock Ownership Plan-69$10,974,436$769,930$11,158iApproximate average salary by contribution assumption: employee only about $278,960 at 4% or $185,973 at 6%; with 50% employer match about $185,973 at 4% or $123,982 at 6%; with 100% employer match about $139,480 at 4% or $92,987 at 6%.
Caldwell Co. Inc. Retirement Savings Plan-131$2,530,020$706,193$5,391iApproximate average salary by contribution assumption: employee only about $134,770 at 4% or $89,846 at 6%; with 50% employer match about $89,846 at 4% or $59,898 at 6%; with 100% employer match about $67,385 at 4% or $44,923 at 6%.
The Caldwell Group Inc. Employee Benefit Plan-236---
2013295$13,958,223$1,100,339$11,583iApproximate average salary by contribution assumption: employee only about $289,563 at 4% or $193,042 at 6%; with 50% employer match about $193,042 at 4% or $128,695 at 6%; with 100% employer match about $144,781 at 4% or $96,521 at 6%.
Caldwell Group Employee Stock Ownership Plan-71$11,959,970$1,001,851$14,111iApproximate average salary by contribution assumption: employee only about $352,764 at 4% or $235,176 at 6%; with 50% employer match about $235,176 at 4% or $156,784 at 6%; with 100% employer match about $176,382 at 4% or $117,588 at 6%.
Caldwell Co. Inc. Retirement Savings Plan-95$1,998,253$98,488$1,037iApproximate average salary by contribution assumption: employee only about $25,918 at 4% or $17,279 at 6%; with 50% employer match about $17,279 at 4% or $11,519 at 6%; with 100% employer match about $12,959 at 4% or $8,639 at 6%.
2012262$14,514,113$874,430$14,104iApproximate average salary by contribution assumption: employee only about $352,593 at 4% or $235,062 at 6%; with 50% employer match about $235,062 at 4% or $156,708 at 6%; with 100% employer match about $176,296 at 4% or $117,531 at 6%.
Caldwell Group Employee Stock Ownership Plan-61$12,714,082$792,626$12,994iApproximate average salary by contribution assumption: employee only about $324,847 at 4% or $216,564 at 6%; with 50% employer match about $216,564 at 4% or $144,376 at 6%; with 100% employer match about $162,423 at 4% or $108,282 at 6%.
Caldwell Co. Inc. Retirement Savings Plan-62$1,800,031$81,804$1,319iApproximate average salary by contribution assumption: employee only about $32,985 at 4% or $21,990 at 6%; with 50% employer match about $21,990 at 4% or $14,660 at 6%; with 100% employer match about $16,493 at 4% or $10,995 at 6%.
2011265$10,433,528$960,216$14,773iApproximate average salary by contribution assumption: employee only about $369,314 at 4% or $246,209 at 6%; with 50% employer match about $246,209 at 4% or $164,139 at 6%; with 100% employer match about $184,657 at 4% or $123,105 at 6%.
Caldwell Group Employee Stock Ownership Plan-56$8,800,902$872,812$15,586iApproximate average salary by contribution assumption: employee only about $389,648 at 4% or $259,765 at 6%; with 50% employer match about $259,765 at 4% or $173,177 at 6%; with 100% employer match about $194,824 at 4% or $129,883 at 6%.
Caldwell Co. Inc. Retirement Savings Plan-65$1,632,626$87,404$1,345iApproximate average salary by contribution assumption: employee only about $33,617 at 4% or $22,411 at 6%; with 50% employer match about $22,411 at 4% or $14,941 at 6%; with 100% employer match about $16,808 at 4% or $11,206 at 6%.
2010265$7,885,277$586,751$9,027iApproximate average salary by contribution assumption: employee only about $225,673 at 4% or $150,449 at 6%; with 50% employer match about $150,449 at 4% or $100,299 at 6%; with 100% employer match about $112,837 at 4% or $75,224 at 6%.
Caldwell Group Employee Stock Ownership Plan-55$6,185,668$500,000$9,091iApproximate average salary by contribution assumption: employee only about $227,273 at 4% or $151,515 at 6%; with 50% employer match about $151,515 at 4% or $101,010 at 6%; with 100% employer match about $113,636 at 4% or $75,758 at 6%.
Caldwell Co. Inc. Retirement Savings Plan-65$1,699,609$86,751$1,335iApproximate average salary by contribution assumption: employee only about $33,366 at 4% or $22,244 at 6%; with 50% employer match about $22,244 at 4% or $14,829 at 6%; with 100% employer match about $16,683 at 4% or $11,122 at 6%.
2009267$5,236,396$455,696$6,801iApproximate average salary by contribution assumption: employee only about $170,036 at 4% or $113,357 at 6%; with 50% employer match about $113,357 at 4% or $75,571 at 6%; with 100% employer match about $85,018 at 4% or $56,679 at 6%.
Caldwell Group Employee Stock Ownership Plan-61$3,651,002$350,000$5,738iApproximate average salary by contribution assumption: employee only about $143,443 at 4% or $95,628 at 6%; with 50% employer match about $95,628 at 4% or $63,752 at 6%; with 100% employer match about $71,721 at 4% or $47,814 at 6%.
Caldwell Co. Inc. Retirement Savings Plan-67$1,585,394$105,696$1,578iApproximate average salary by contribution assumption: employee only about $39,439 at 4% or $26,293 at 6%; with 50% employer match about $26,293 at 4% or $17,528 at 6%; with 100% employer match about $19,719 at 4% or $13,146 at 6%.
2008267$5,715,463$1,012,333$15,109iApproximate average salary by contribution assumption: employee only about $377,736 at 4% or $251,824 at 6%; with 50% employer match about $251,824 at 4% or $167,883 at 6%; with 100% employer match about $188,868 at 4% or $125,912 at 6%.
Caldwell Group Employee Stock Ownership Plan-60$4,187,970$879,800$14,663iApproximate average salary by contribution assumption: employee only about $366,583 at 4% or $244,389 at 6%; with 50% employer match about $244,389 at 4% or $162,926 at 6%; with 100% employer match about $183,292 at 4% or $122,194 at 6%.
Caldwell Co. Inc. Retirement Savings Plan-67$1,527,493$132,533$1,978iApproximate average salary by contribution assumption: employee only about $49,453 at 4% or $32,968 at 6%; with 50% employer match about $32,968 at 4% or $21,979 at 6%; with 100% employer match about $24,726 at 4% or $16,484 at 6%.
2007261$3,199,250$968,110$15,871iApproximate average salary by contribution assumption: employee only about $396,766 at 4% or $264,511 at 6%; with 50% employer match about $264,511 at 4% or $176,341 at 6%; with 100% employer match about $198,383 at 4% or $132,255 at 6%.
Caldwell Group Employee Stock Ownership Plan-54$3,199,250$968,110$17,928iApproximate average salary by contribution assumption: employee only about $448,199 at 4% or $298,799 at 6%; with 50% employer match about $298,799 at 4% or $199,200 at 6%; with 100% employer match about $224,100 at 4% or $149,400 at 6%.
Caldwell Co. Inc. Retirement Savings Plan-61---
2006261$3,982,356$798,909$13,097iApproximate average salary by contribution assumption: employee only about $327,422 at 4% or $218,281 at 6%; with 50% employer match about $218,281 at 4% or $145,521 at 6%; with 100% employer match about $163,711 at 4% or $109,141 at 6%.
Caldwell Co. Inc. Retirement Savings Plan-61$2,043,156$158,668$2,601iApproximate average salary by contribution assumption: employee only about $65,028 at 4% or $43,352 at 6%; with 50% employer match about $43,352 at 4% or $28,901 at 6%; with 100% employer match about $32,514 at 4% or $21,676 at 6%.
Caldwell Group Employee Stock Ownership Plan-54$1,939,200$640,241$11,856iApproximate average salary by contribution assumption: employee only about $296,408 at 4% or $197,605 at 6%; with 50% employer match about $197,605 at 4% or $131,737 at 6%; with 100% employer match about $148,204 at 4% or $98,803 at 6%.
2005256$3,139,655$528,566$9,439iApproximate average salary by contribution assumption: employee only about $235,967 at 4% or $157,311 at 6%; with 50% employer match about $157,311 at 4% or $104,874 at 6%; with 100% employer match about $117,983 at 4% or $78,656 at 6%.
Caldwell Co. Inc. Retirement Savings Plan-56$1,813,802$164,935$2,945iApproximate average salary by contribution assumption: employee only about $73,632 at 4% or $49,088 at 6%; with 50% employer match about $49,088 at 4% or $32,725 at 6%; with 100% employer match about $36,816 at 4% or $24,544 at 6%.
Caldwell Group Employee Stock Ownership Plan-52$1,325,853$363,631$6,993iApproximate average salary by contribution assumption: employee only about $174,823 at 4% or $116,548 at 6%; with 50% employer match about $116,548 at 4% or $77,699 at 6%; with 100% employer match about $87,411 at 4% or $58,274 at 6%.
2004255$3,070,137$408,685$7,431iApproximate average salary by contribution assumption: employee only about $185,766 at 4% or $123,844 at 6%; with 50% employer match about $123,844 at 4% or $82,563 at 6%; with 100% employer match about $92,883 at 4% or $61,922 at 6%.
Caldwell Co. Inc. Retirement Savings Plan-55$1,761,585$86,341$1,570iApproximate average salary by contribution assumption: employee only about $39,246 at 4% or $26,164 at 6%; with 50% employer match about $26,164 at 4% or $17,443 at 6%; with 100% employer match about $19,623 at 4% or $13,082 at 6%.
Caldwell Group Employee Stock Ownership Plan-51$1,308,552$322,344$6,320iApproximate average salary by contribution assumption: employee only about $158,012 at 4% or $105,341 at 6%; with 50% employer match about $105,341 at 4% or $70,227 at 6%; with 100% employer match about $79,006 at 4% or $52,671 at 6%.
2003253$1,869,658$317,411$5,989iApproximate average salary by contribution assumption: employee only about $149,722 at 4% or $99,815 at 6%; with 50% employer match about $99,815 at 4% or $66,543 at 6%; with 100% employer match about $74,861 at 4% or $49,907 at 6%.
Caldwell Co. Inc. Retirement Savings Plan-53$1,632,758$167,411$3,159iApproximate average salary by contribution assumption: employee only about $78,967 at 4% or $52,645 at 6%; with 50% employer match about $52,645 at 4% or $35,097 at 6%; with 100% employer match about $39,484 at 4% or $26,322 at 6%.
Caldwell Group Employee Stock Ownership Plan-52$236,900$150,000$2,885iApproximate average salary by contribution assumption: employee only about $72,115 at 4% or $48,077 at 6%; with 50% employer match about $48,077 at 4% or $32,051 at 6%; with 100% employer match about $36,058 at 4% or $24,038 at 6%.
2002248$1,347,750$238,368$4,966iApproximate average salary by contribution assumption: employee only about $124,150 at 4% or $82,767 at 6%; with 50% employer match about $82,767 at 4% or $55,178 at 6%; with 100% employer match about $62,075 at 4% or $41,383 at 6%.
Caldwell Co. Inc. Retirement Savings Plan-48$1,254,245$188,368$3,924iApproximate average salary by contribution assumption: employee only about $98,108 at 4% or $65,406 at 6%; with 50% employer match about $65,406 at 4% or $43,604 at 6%; with 100% employer match about $49,054 at 4% or $32,703 at 6%.
Caldwell Group Employee Stock Ownership Plan-48$93,505$50,000$1,042iApproximate average salary by contribution assumption: employee only about $26,042 at 4% or $17,361 at 6%; with 50% employer match about $17,361 at 4% or $11,574 at 6%; with 100% employer match about $13,021 at 4% or $8,681 at 6%.
2001263$1,464,686$239,194$3,797iApproximate average salary by contribution assumption: employee only about $94,918 at 4% or $63,279 at 6%; with 50% employer match about $63,279 at 4% or $42,186 at 6%; with 100% employer match about $47,459 at 4% or $31,639 at 6%.
Caldwell Co. Inc. Retirement Savings Plan-59$1,464,686$239,194$4,054iApproximate average salary by contribution assumption: employee only about $101,353 at 4% or $67,569 at 6%; with 50% employer match about $67,569 at 4% or $45,046 at 6%; with 100% employer match about $50,677 at 4% or $33,784 at 6%.
Caldwell Group Employee Stock Ownership Plan-63---
2000162$1,556,136$242,053$3,904iApproximate average salary by contribution assumption: employee only about $97,602 at 4% or $65,068 at 6%; with 50% employer match about $65,068 at 4% or $43,379 at 6%; with 100% employer match about $48,801 at 4% or $32,534 at 6%.
Caldwell Co. Inc. Retirement Savings Plan-62$1,556,136$242,053$3,904iApproximate average salary by contribution assumption: employee only about $97,602 at 4% or $65,068 at 6%; with 50% employer match about $65,068 at 4% or $43,379 at 6%; with 100% employer match about $48,801 at 4% or $32,534 at 6%.
1999163$1,565,887$205,760$3,266iApproximate average salary by contribution assumption: employee only about $81,651 at 4% or $54,434 at 6%; with 50% employer match about $54,434 at 4% or $36,289 at 6%; with 100% employer match about $40,825 at 4% or $27,217 at 6%.
Caldwell Co. Inc. Retirement Savings Plan-63$1,565,887$205,760$3,266iApproximate average salary by contribution assumption: employee only about $81,651 at 4% or $54,434 at 6%; with 50% employer match about $54,434 at 4% or $36,289 at 6%; with 100% employer match about $40,825 at 4% or $27,217 at 6%.