Bank Administration Institute
Plan context: Bank Administration Institute Smart Plan
EIN 36-3330171 • Chicago, IL • 45 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
122
2024 Assets
$42,172,311
2024 Contributions
$3,225,871
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 122 | $42,172,311 | $3,225,871 | $26,442iApproximate average salary by contribution assumption: employee only about $661,039 at 4% or $440,693 at 6%; with 50% employer match about $440,693 at 4% or $293,795 at 6%; with 100% employer match about $330,520 at 4% or $220,346 at 6%. |
| Bank Administration Institute Smart Plan | - | 122 | $42,172,311 | $3,225,871 | $26,442iApproximate average salary by contribution assumption: employee only about $661,039 at 4% or $440,693 at 6%; with 50% employer match about $440,693 at 4% or $293,795 at 6%; with 100% employer match about $330,520 at 4% or $220,346 at 6%. |
| Bank Administration Institute Employee Health Care Plan | - | 118 | - | - | - |
| 2023 | 2 | 123 | $36,051,615 | $2,991,020 | $24,317iApproximate average salary by contribution assumption: employee only about $607,931 at 4% or $405,287 at 6%; with 50% employer match about $405,287 at 4% or $270,192 at 6%; with 100% employer match about $303,965 at 4% or $202,644 at 6%. |
| Bank Administration Institute Smart Plan | - | 122 | $36,051,615 | $2,991,020 | $24,517iApproximate average salary by contribution assumption: employee only about $612,914 at 4% or $408,609 at 6%; with 50% employer match about $408,609 at 4% or $272,406 at 6%; with 100% employer match about $306,457 at 4% or $204,305 at 6%. |
| Bank Administration Institute Employee Health Care Plan | - | 123 | - | - | - |
| 2022 | 2 | 117 | $29,335,755 | $2,724,092 | $23,283iApproximate average salary by contribution assumption: employee only about $582,071 at 4% or $388,047 at 6%; with 50% employer match about $388,047 at 4% or $258,698 at 6%; with 100% employer match about $291,035 at 4% or $194,024 at 6%. |
| Bank Administration Institute Smart Plan | - | 113 | $29,335,755 | $2,724,092 | $24,107iApproximate average salary by contribution assumption: employee only about $602,675 at 4% or $401,783 at 6%; with 50% employer match about $401,783 at 4% or $267,856 at 6%; with 100% employer match about $301,338 at 4% or $200,892 at 6%. |
| Bank Administration Institute Employee Health Care Plan | - | 117 | - | - | - |
| 2021 | 2 | 108 | $33,873,841 | $2,383,631 | $22,071iApproximate average salary by contribution assumption: employee only about $551,766 at 4% or $367,844 at 6%; with 50% employer match about $367,844 at 4% or $245,230 at 6%; with 100% employer match about $275,883 at 4% or $183,922 at 6%. |
| Bank Administration Institute Smart Plan | - | 104 | $33,873,841 | $2,383,631 | $22,920iApproximate average salary by contribution assumption: employee only about $572,988 at 4% or $381,992 at 6%; with 50% employer match about $381,992 at 4% or $254,661 at 6%; with 100% employer match about $286,494 at 4% or $190,996 at 6%. |
| Bank Administration Institute Employee Health Care Plan | - | 108 | - | - | - |
| 2020 | 2 | 111 | $28,168,799 | $2,219,612 | $19,997iApproximate average salary by contribution assumption: employee only about $499,913 at 4% or $333,275 at 6%; with 50% employer match about $333,275 at 4% or $222,183 at 6%; with 100% employer match about $249,956 at 4% or $166,638 at 6%. |
| Bank Administration Institute Smart Plan | - | 111 | $28,168,799 | $2,219,612 | $19,997iApproximate average salary by contribution assumption: employee only about $499,913 at 4% or $333,275 at 6%; with 50% employer match about $333,275 at 4% or $222,183 at 6%; with 100% employer match about $249,956 at 4% or $166,638 at 6%. |
| Bank Administration Institute Employee Health Care Plan | - | 110 | - | - | - |
| 2019 | 2 | 110 | $23,191,817 | $2,301,095 | $20,919iApproximate average salary by contribution assumption: employee only about $522,976 at 4% or $348,651 at 6%; with 50% employer match about $348,651 at 4% or $232,434 at 6%; with 100% employer match about $261,488 at 4% or $174,325 at 6%. |
| Bank Administration Institute Smart Plan | - | 106 | $23,191,817 | $2,301,095 | $21,708iApproximate average salary by contribution assumption: employee only about $542,711 at 4% or $361,807 at 6%; with 50% employer match about $361,807 at 4% or $241,205 at 6%; with 100% employer match about $271,356 at 4% or $180,904 at 6%. |
| Bank Administration Institute Employee Health Care Plan | - | 110 | - | - | - |
| 2018 | 1 | 116 | $20,045,606 | $2,152,091 | $18,553iApproximate average salary by contribution assumption: employee only about $463,813 at 4% or $309,208 at 6%; with 50% employer match about $309,208 at 4% or $206,139 at 6%; with 100% employer match about $231,906 at 4% or $154,604 at 6%. |
| Bank Administration Institute Smart Plan | - | 116 | $20,045,606 | $2,152,091 | $18,553iApproximate average salary by contribution assumption: employee only about $463,813 at 4% or $309,208 at 6%; with 50% employer match about $309,208 at 4% or $206,139 at 6%; with 100% employer match about $231,906 at 4% or $154,604 at 6%. |
| 2017 | 1 | 103 | $20,096,317 | $2,040,081 | $19,807iApproximate average salary by contribution assumption: employee only about $495,165 at 4% or $330,110 at 6%; with 50% employer match about $330,110 at 4% or $220,073 at 6%; with 100% employer match about $247,583 at 4% or $165,055 at 6%. |
| Bank Administration Institute Smart Plan | - | 103 | $20,096,317 | $2,040,081 | $19,807iApproximate average salary by contribution assumption: employee only about $495,165 at 4% or $330,110 at 6%; with 50% employer match about $330,110 at 4% or $220,073 at 6%; with 100% employer match about $247,583 at 4% or $165,055 at 6%. |
| 2016 | 1 | 101 | $17,141,256 | $1,811,040 | $17,931iApproximate average salary by contribution assumption: employee only about $448,277 at 4% or $298,851 at 6%; with 50% employer match about $298,851 at 4% or $199,234 at 6%; with 100% employer match about $224,139 at 4% or $149,426 at 6%. |
| Bank Administration Institute Smart Plan | - | 101 | $17,141,256 | $1,811,040 | $17,931iApproximate average salary by contribution assumption: employee only about $448,277 at 4% or $298,851 at 6%; with 50% employer match about $298,851 at 4% or $199,234 at 6%; with 100% employer match about $224,139 at 4% or $149,426 at 6%. |
| 2015 | 1 | 99 | $16,278,743 | $1,863,312 | $18,821iApproximate average salary by contribution assumption: employee only about $470,533 at 4% or $313,689 at 6%; with 50% employer match about $313,689 at 4% or $209,126 at 6%; with 100% employer match about $235,267 at 4% or $156,844 at 6%. |
| Bank Administration Institute Smart Plan | - | 99 | $16,278,743 | $1,863,312 | $18,821iApproximate average salary by contribution assumption: employee only about $470,533 at 4% or $313,689 at 6%; with 50% employer match about $313,689 at 4% or $209,126 at 6%; with 100% employer match about $235,267 at 4% or $156,844 at 6%. |
| 2014 | 1 | 94 | $16,070,491 | $1,461,903 | $15,552iApproximate average salary by contribution assumption: employee only about $388,804 at 4% or $259,203 at 6%; with 50% employer match about $259,203 at 4% or $172,802 at 6%; with 100% employer match about $194,402 at 4% or $129,601 at 6%. |
| Bank Administration Institute Smart Plan | - | 94 | $16,070,491 | $1,461,903 | $15,552iApproximate average salary by contribution assumption: employee only about $388,804 at 4% or $259,203 at 6%; with 50% employer match about $259,203 at 4% or $172,802 at 6%; with 100% employer match about $194,402 at 4% or $129,601 at 6%. |
| 2013 | 1 | 97 | $15,451,102 | $1,472,808 | $15,184iApproximate average salary by contribution assumption: employee only about $379,590 at 4% or $253,060 at 6%; with 50% employer match about $253,060 at 4% or $168,707 at 6%; with 100% employer match about $189,795 at 4% or $126,530 at 6%. |
| Bank Administration Institute Smart Plan | - | 97 | $15,451,102 | $1,472,808 | $15,184iApproximate average salary by contribution assumption: employee only about $379,590 at 4% or $253,060 at 6%; with 50% employer match about $253,060 at 4% or $168,707 at 6%; with 100% employer match about $189,795 at 4% or $126,530 at 6%. |
| 2012 | 1 | 96 | $13,052,894 | $1,432,632 | $14,923iApproximate average salary by contribution assumption: employee only about $373,081 at 4% or $248,721 at 6%; with 50% employer match about $248,721 at 4% or $165,814 at 6%; with 100% employer match about $186,541 at 4% or $124,360 at 6%. |
| Bank Administration Institute Smart Plan | - | 96 | $13,052,894 | $1,432,632 | $14,923iApproximate average salary by contribution assumption: employee only about $373,081 at 4% or $248,721 at 6%; with 50% employer match about $248,721 at 4% or $165,814 at 6%; with 100% employer match about $186,541 at 4% or $124,360 at 6%. |
| 2011 | 1 | 80 | $11,019,323 | $1,208,046 | $15,101iApproximate average salary by contribution assumption: employee only about $377,514 at 4% or $251,676 at 6%; with 50% employer match about $251,676 at 4% or $167,784 at 6%; with 100% employer match about $188,757 at 4% or $125,838 at 6%. |
| Bank Administration Institute Smart Plan | - | 80 | $11,019,323 | $1,208,046 | $15,101iApproximate average salary by contribution assumption: employee only about $377,514 at 4% or $251,676 at 6%; with 50% employer match about $251,676 at 4% or $167,784 at 6%; with 100% employer match about $188,757 at 4% or $125,838 at 6%. |
| 2010 | 1 | 91 | $11,120,708 | $1,304,558 | $14,336iApproximate average salary by contribution assumption: employee only about $358,395 at 4% or $238,930 at 6%; with 50% employer match about $238,930 at 4% or $159,287 at 6%; with 100% employer match about $179,198 at 4% or $119,465 at 6%. |
| Bank Administration Institute Smart Plan | - | 91 | $11,120,708 | $1,304,558 | $14,336iApproximate average salary by contribution assumption: employee only about $358,395 at 4% or $238,930 at 6%; with 50% employer match about $238,930 at 4% or $159,287 at 6%; with 100% employer match about $179,198 at 4% or $119,465 at 6%. |
| 2009 | 1 | 91 | $9,585,786 | $1,003,773 | $11,030iApproximate average salary by contribution assumption: employee only about $275,762 at 4% or $183,841 at 6%; with 50% employer match about $183,841 at 4% or $122,561 at 6%; with 100% employer match about $137,881 at 4% or $91,921 at 6%. |
| Bank Administration Institute Smart Plan | - | 91 | $9,585,786 | $1,003,773 | $11,030iApproximate average salary by contribution assumption: employee only about $275,762 at 4% or $183,841 at 6%; with 50% employer match about $183,841 at 4% or $122,561 at 6%; with 100% employer match about $137,881 at 4% or $91,921 at 6%. |
| 2008 | 1 | 104 | $8,297,974 | $1,694,782 | $16,296iApproximate average salary by contribution assumption: employee only about $407,400 at 4% or $271,600 at 6%; with 50% employer match about $271,600 at 4% or $181,066 at 6%; with 100% employer match about $203,700 at 4% or $135,800 at 6%. |
| Bank Administration Institute Smart Plan | - | 104 | $8,297,974 | $1,694,782 | $16,296iApproximate average salary by contribution assumption: employee only about $407,400 at 4% or $271,600 at 6%; with 50% employer match about $271,600 at 4% or $181,066 at 6%; with 100% employer match about $203,700 at 4% or $135,800 at 6%. |
| 2007 | 1 | 105 | $11,460,513 | $1,483,285 | $14,127iApproximate average salary by contribution assumption: employee only about $353,163 at 4% or $235,442 at 6%; with 50% employer match about $235,442 at 4% or $156,961 at 6%; with 100% employer match about $176,582 at 4% or $117,721 at 6%. |
| Bank Administration Institute Smart Plan | - | 105 | $11,460,513 | $1,483,285 | $14,127iApproximate average salary by contribution assumption: employee only about $353,163 at 4% or $235,442 at 6%; with 50% employer match about $235,442 at 4% or $156,961 at 6%; with 100% employer match about $176,582 at 4% or $117,721 at 6%. |
| 2006 | 1 | 123 | $10,935,868 | $1,686,595 | $13,712iApproximate average salary by contribution assumption: employee only about $342,804 at 4% or $228,536 at 6%; with 50% employer match about $228,536 at 4% or $152,357 at 6%; with 100% employer match about $171,402 at 4% or $114,268 at 6%. |
| Bank Administration Institute Smart Plan | - | 123 | $10,935,868 | $1,686,595 | $13,712iApproximate average salary by contribution assumption: employee only about $342,804 at 4% or $228,536 at 6%; with 50% employer match about $228,536 at 4% or $152,357 at 6%; with 100% employer match about $171,402 at 4% or $114,268 at 6%. |
| 2005 | 3 | 114 | $9,404,366 | $1,542,885 | $13,534iApproximate average salary by contribution assumption: employee only about $338,352 at 4% or $225,568 at 6%; with 50% employer match about $225,568 at 4% or $150,379 at 6%; with 100% employer match about $169,176 at 4% or $112,784 at 6%. |
| Bank Administration Institute Smart Plan | - | 114 | $9,404,366 | $1,542,885 | $13,534iApproximate average salary by contribution assumption: employee only about $338,352 at 4% or $225,568 at 6%; with 50% employer match about $225,568 at 4% or $150,379 at 6%; with 100% employer match about $169,176 at 4% or $112,784 at 6%. |
| Bank Administration Institute Employee Health Care Plan | - | 100 | - | - | - |
| Bank Administration Institute Flexible Spending Account | - | 84 | - | - | - |
| 2004 | 3 | 102 | $10,048,754 | $1,070,518 | $10,495iApproximate average salary by contribution assumption: employee only about $262,382 at 4% or $174,921 at 6%; with 50% employer match about $174,921 at 4% or $116,614 at 6%; with 100% employer match about $131,191 at 4% or $87,461 at 6%. |
| Bank Administration Institute Smart Plan | - | 93 | $10,048,754 | $1,070,518 | $11,511iApproximate average salary by contribution assumption: employee only about $287,774 at 4% or $191,849 at 6%; with 50% employer match about $191,849 at 4% or $127,899 at 6%; with 100% employer match about $143,887 at 4% or $95,925 at 6%. |
| Bank Administration Institute Employee Health Care Plan | - | 102 | - | - | - |
| Bank Administration Institute Flexible Spending Account | - | 68 | - | - | - |
| 2003 | 3 | 77 | $10,596,668 | $1,062,782 | $13,802iApproximate average salary by contribution assumption: employee only about $345,059 at 4% or $230,039 at 6%; with 50% employer match about $230,039 at 4% or $153,360 at 6%; with 100% employer match about $172,530 at 4% or $115,020 at 6%. |
| Bank Administration Institute Smart Plan | - | 77 | $10,596,668 | $1,062,782 | $13,802iApproximate average salary by contribution assumption: employee only about $345,059 at 4% or $230,039 at 6%; with 50% employer match about $230,039 at 4% or $153,360 at 6%; with 100% employer match about $172,530 at 4% or $115,020 at 6%. |
| Bank Administration Institute Flexible Spending Account | - | 56 | - | - | - |
| Bank Administration Institute Employee Health Care Plan | - | 71 | - | - | - |
| 2002 | 3 | 84 | $9,205,389 | $1,075,695 | $12,806iApproximate average salary by contribution assumption: employee only about $320,147 at 4% or $213,432 at 6%; with 50% employer match about $213,432 at 4% or $142,288 at 6%; with 100% employer match about $160,074 at 4% or $106,716 at 6%. |
| Bank Administration Institute Smart Plan | - | 77 | $9,205,389 | $1,075,695 | $13,970iApproximate average salary by contribution assumption: employee only about $349,252 at 4% or $232,834 at 6%; with 50% employer match about $232,834 at 4% or $155,223 at 6%; with 100% employer match about $174,626 at 4% or $116,417 at 6%. |
| Bank Administration Institute Employee Health Care Plan | - | 84 | - | - | - |
| Bank Administration Institute Flexible Spending Account | - | 72 | - | - | - |
| 2001 | 3 | 116 | $11,048,613 | $1,510,633 | $13,023iApproximate average salary by contribution assumption: employee only about $325,567 at 4% or $217,045 at 6%; with 50% employer match about $217,045 at 4% or $144,697 at 6%; with 100% employer match about $162,784 at 4% or $108,522 at 6%. |
| Bank Administration Institute Smart Plan | - | 116 | $11,048,613 | $1,510,633 | $13,023iApproximate average salary by contribution assumption: employee only about $325,567 at 4% or $217,045 at 6%; with 50% employer match about $217,045 at 4% or $144,697 at 6%; with 100% employer match about $162,784 at 4% or $108,522 at 6%. |
| Bank Administration Institute Flexible Spending Account | - | 113 | - | - | - |
| Bank Administration Institute Employee Health Care Plan | - | 72 | - | - | - |
| 2000 | 2 | 133 | $0 | $0 | - |
| Bank Administration Institute Employee Health Care Plan | - | 110 | - | - | - |
| Bank Administration Institute Flexible Spending Account | - | 133 | - | - | - |
| 1999 | 3 | 124 | $11,578,518 | $1,342,775 | $10,829iApproximate average salary by contribution assumption: employee only about $270,721 at 4% or $180,481 at 6%; with 50% employer match about $180,481 at 4% or $120,320 at 6%; with 100% employer match about $135,360 at 4% or $90,240 at 6%. |
| Bank Administration Institute Smart Plan | - | 124 | $11,578,518 | $1,279,045 | $10,315iApproximate average salary by contribution assumption: employee only about $257,872 at 4% or $171,915 at 6%; with 50% employer match about $171,915 at 4% or $114,610 at 6%; with 100% employer match about $128,936 at 4% or $85,957 at 6%. |
| Bank Administration Institute Flexible Spending Account | - | 81 | - | $63,730 | $787iApproximate average salary by contribution assumption: employee only about $19,670 at 4% or $13,113 at 6%; with 50% employer match about $13,113 at 4% or $8,742 at 6%; with 100% employer match about $9,835 at 4% or $6,557 at 6%. |
| Bank Administration Institute Employee Health Care Plan | - | 91 | - | - | - |