Spherotech Inc.
Plan context: Spherotech Inc. Cash Balance Pension Plan and Trust
EIN 36-3827520 • Lake Forest, IL • 41 filings • 3 plans
Current Snapshot
Latest Year
2025
2025 Participants
47
2025 Assets
$14,245,261
2025 Contributions
$727,753
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 47 | $14,245,261 | $0 | - |
| Spherotech Inc. Cash Balance Pension Plan and Trust | - | 47 | $14,245,261 | $0 | - |
| 2024 | 2 | 49 | $24,084,677 | $727,753 | $14,852iApproximate average salary by contribution assumption: employee only about $371,303 at 4% or $247,535 at 6%; with 50% employer match about $247,535 at 4% or $165,023 at 6%; with 100% employer match about $185,651 at 4% or $123,768 at 6%. |
| Spherotech Inc. Cash Balance Pension Plan and Trust | - | 48 | $12,808,280 | $0 | - |
| SPHEROTECH, INC. 401(K) PROFIT SHARING PLAN & TRUST | - | 49 | $11,276,397 | $727,753 | $14,852iApproximate average salary by contribution assumption: employee only about $371,303 at 4% or $247,535 at 6%; with 50% employer match about $247,535 at 4% or $165,023 at 6%; with 100% employer match about $185,651 at 4% or $123,768 at 6%. |
| 2023 | 2 | 45 | $20,763,997 | $691,260 | $15,361iApproximate average salary by contribution assumption: employee only about $384,033 at 4% or $256,022 at 6%; with 50% employer match about $256,022 at 4% or $170,681 at 6%; with 100% employer match about $192,017 at 4% or $128,011 at 6%. |
| Spherotech Inc. Cash Balance Pension Plan and Trust | - | 45 | $11,440,520 | $0 | - |
| SPHEROTECH, INC. 401(K) PROFIT SHARING PLAN & TRUST | - | 45 | $9,323,477 | $691,260 | $15,361iApproximate average salary by contribution assumption: employee only about $384,033 at 4% or $256,022 at 6%; with 50% employer match about $256,022 at 4% or $170,681 at 6%; with 100% employer match about $192,017 at 4% or $128,011 at 6%. |
| 2022 | 2 | 44 | $17,744,162 | $677,462 | $15,397iApproximate average salary by contribution assumption: employee only about $384,922 at 4% or $256,614 at 6%; with 50% employer match about $256,614 at 4% or $171,076 at 6%; with 100% employer match about $192,461 at 4% or $128,307 at 6%. |
| Spherotech Inc. Cash Balance Pension Plan and Trust | - | 44 | $10,157,812 | $0 | - |
| SPHEROTECH, INC. 401(K) PROFIT SHARING PLAN & TRUST | - | 43 | $7,586,350 | $677,462 | $15,755iApproximate average salary by contribution assumption: employee only about $393,873 at 4% or $262,582 at 6%; with 50% employer match about $262,582 at 4% or $175,055 at 6%; with 100% employer match about $196,937 at 4% or $131,291 at 6%. |
| 2021 | 2 | 43 | $20,831,815 | $666,447 | $15,499iApproximate average salary by contribution assumption: employee only about $387,469 at 4% or $258,313 at 6%; with 50% employer match about $258,313 at 4% or $172,209 at 6%; with 100% employer match about $193,735 at 4% or $129,156 at 6%. |
| Spherotech Inc. Cash Balance Pension Plan and Trust | - | 43 | $12,591,350 | $0 | - |
| SPHEROTECH, INC. 401(K) PROFIT SHARING PLAN & TRUST | - | 41 | $8,240,465 | $666,447 | $16,255iApproximate average salary by contribution assumption: employee only about $406,370 at 4% or $270,913 at 6%; with 50% employer match about $270,913 at 4% or $180,609 at 6%; with 100% employer match about $203,185 at 4% or $135,457 at 6%. |
| 2020 | 2 | 41 | $18,371,420 | $630,444 | $15,377iApproximate average salary by contribution assumption: employee only about $384,417 at 4% or $256,278 at 6%; with 50% employer match about $256,278 at 4% or $170,852 at 6%; with 100% employer match about $192,209 at 4% or $128,139 at 6%. |
| Spherotech Inc. Cash Balance Pension Plan and Trust | - | 41 | $11,365,897 | $0 | - |
| SPHEROTECH, INC. 401(K) PROFIT SHARING PLAN & TRUST | - | 39 | $7,005,523 | $630,444 | $16,165iApproximate average salary by contribution assumption: employee only about $404,131 at 4% or $269,421 at 6%; with 50% employer match about $269,421 at 4% or $179,614 at 6%; with 100% employer match about $202,065 at 4% or $134,710 at 6%. |
| 2019 | 2 | 35 | $15,692,957 | $937,791 | $26,794iApproximate average salary by contribution assumption: employee only about $669,851 at 4% or $446,567 at 6%; with 50% employer match about $446,567 at 4% or $297,711 at 6%; with 100% employer match about $334,925 at 4% or $223,284 at 6%. |
| Spherotech Inc. Cash Balance Pension Plan and Trust | - | 35 | $10,144,174 | $420,713 | $12,020iApproximate average salary by contribution assumption: employee only about $300,509 at 4% or $200,340 at 6%; with 50% employer match about $200,340 at 4% or $133,560 at 6%; with 100% employer match about $150,255 at 4% or $100,170 at 6%. |
| SPHEROTECH, INC. 401(K) PROFIT SHARING PLAN & TRUST | - | 31 | $5,548,783 | $517,078 | $16,680iApproximate average salary by contribution assumption: employee only about $416,998 at 4% or $277,999 at 6%; with 50% employer match about $277,999 at 4% or $185,333 at 6%; with 100% employer match about $208,499 at 4% or $138,999 at 6%. |
| 2018 | 2 | 40 | $12,526,267 | $586,174 | $14,654iApproximate average salary by contribution assumption: employee only about $366,359 at 4% or $244,239 at 6%; with 50% employer match about $244,239 at 4% or $162,826 at 6%; with 100% employer match about $183,179 at 4% or $122,120 at 6%. |
| Spherotech Inc. Cash Balance Pension Plan and Trust | - | 35 | $8,339,559 | $112,208 | $3,206iApproximate average salary by contribution assumption: employee only about $80,149 at 4% or $53,432 at 6%; with 50% employer match about $53,432 at 4% or $35,622 at 6%; with 100% employer match about $40,074 at 4% or $26,716 at 6%. |
| SPHEROTECH, INC. 401(K) PROFIT SHARING PLAN & TRUST | - | 40 | $4,186,708 | $473,966 | $11,849iApproximate average salary by contribution assumption: employee only about $296,229 at 4% or $197,486 at 6%; with 50% employer match about $197,486 at 4% or $131,657 at 6%; with 100% employer match about $148,114 at 4% or $98,743 at 6%. |
| 2017 | 2 | 38 | $13,333,682 | $567,423 | $14,932iApproximate average salary by contribution assumption: employee only about $373,305 at 4% or $248,870 at 6%; with 50% employer match about $248,870 at 4% or $165,913 at 6%; with 100% employer match about $186,652 at 4% or $124,435 at 6%. |
| Spherotech Inc. Cash Balance Pension Plan and Trust | - | 35 | $8,899,043 | $34,394 | $983iApproximate average salary by contribution assumption: employee only about $24,567 at 4% or $16,378 at 6%; with 50% employer match about $16,378 at 4% or $10,919 at 6%; with 100% employer match about $12,284 at 4% or $8,189 at 6%. |
| SPHEROTECH, INC. 401(K) PROFIT SHARING PLAN & TRUST | - | 38 | $4,434,639 | $533,029 | $14,027iApproximate average salary by contribution assumption: employee only about $350,677 at 4% or $233,785 at 6%; with 50% employer match about $233,785 at 4% or $155,856 at 6%; with 100% employer match about $175,338 at 4% or $116,892 at 6%. |
| 2016 | 2 | 35 | $11,425,873 | $1,006,449 | $28,756iApproximate average salary by contribution assumption: employee only about $718,892 at 4% or $479,261 at 6%; with 50% employer match about $479,261 at 4% or $319,508 at 6%; with 100% employer match about $359,446 at 4% or $239,631 at 6%. |
| Spherotech Inc. Cash Balance Pension Plan and Trust | - | 33 | $8,026,522 | $572,511 | $17,349iApproximate average salary by contribution assumption: employee only about $433,720 at 4% or $289,147 at 6%; with 50% employer match about $289,147 at 4% or $192,765 at 6%; with 100% employer match about $216,860 at 4% or $144,573 at 6%. |
| SPHEROTECH, INC. 401(K) PROFIT SHARING PLAN & TRUST | - | 35 | $3,399,351 | $433,938 | $12,398iApproximate average salary by contribution assumption: employee only about $309,956 at 4% or $206,637 at 6%; with 50% employer match about $206,637 at 4% or $137,758 at 6%; with 100% employer match about $154,978 at 4% or $103,319 at 6%. |
| 2015 | 2 | 31 | $10,055,342 | $1,002,611 | $32,342iApproximate average salary by contribution assumption: employee only about $808,557 at 4% or $539,038 at 6%; with 50% employer match about $539,038 at 4% or $359,359 at 6%; with 100% employer match about $404,279 at 4% or $269,519 at 6%. |
| Spherotech Inc. Cash Balance Pension Plan and Trust | - | 31 | $7,241,728 | $596,567 | $19,244iApproximate average salary by contribution assumption: employee only about $481,102 at 4% or $320,735 at 6%; with 50% employer match about $320,735 at 4% or $213,823 at 6%; with 100% employer match about $240,551 at 4% or $160,367 at 6%. |
| SPHEROTECH, INC. 401(K) PROFIT SHARING PLAN & TRUST | - | 31 | $2,813,614 | $406,044 | $13,098iApproximate average salary by contribution assumption: employee only about $327,455 at 4% or $218,303 at 6%; with 50% employer match about $218,303 at 4% or $145,535 at 6%; with 100% employer match about $163,727 at 4% or $109,152 at 6%. |
| 2014 | 2 | 29 | $9,555,546 | $926,300 | $31,941iApproximate average salary by contribution assumption: employee only about $798,534 at 4% or $532,356 at 6%; with 50% employer match about $532,356 at 4% or $354,904 at 6%; with 100% employer match about $399,267 at 4% or $266,178 at 6%. |
| Spherotech Inc. Cash Balance Pension Plan and Trust | - | 27 | $7,079,461 | $619,840 | $22,957iApproximate average salary by contribution assumption: employee only about $573,926 at 4% or $382,617 at 6%; with 50% employer match about $382,617 at 4% or $255,078 at 6%; with 100% employer match about $286,963 at 4% or $191,309 at 6%. |
| SPHEROTECH, INC. 401(K) PROFIT SHARING PLAN & TRUST | - | 29 | $2,476,085 | $306,460 | $10,568iApproximate average salary by contribution assumption: employee only about $264,190 at 4% or $176,126 at 6%; with 50% employer match about $176,126 at 4% or $117,418 at 6%; with 100% employer match about $132,095 at 4% or $88,063 at 6%. |
| 2013 | 2 | 26 | $8,487,299 | $756,766 | $29,106iApproximate average salary by contribution assumption: employee only about $727,660 at 4% or $485,106 at 6%; with 50% employer match about $485,106 at 4% or $323,404 at 6%; with 100% employer match about $363,830 at 4% or $242,553 at 6%. |
| Spherotech Inc. Cash Balance Pension Plan and Trust | - | 25 | $6,410,371 | $456,219 | $18,249iApproximate average salary by contribution assumption: employee only about $456,219 at 4% or $304,146 at 6%; with 50% employer match about $304,146 at 4% or $202,764 at 6%; with 100% employer match about $228,109 at 4% or $152,073 at 6%. |
| SPHEROTECH, INC. 401(K) PROFIT SHARING PLAN & TRUST | - | 26 | $2,076,928 | $300,547 | $11,560iApproximate average salary by contribution assumption: employee only about $288,988 at 4% or $192,658 at 6%; with 50% employer match about $192,658 at 4% or $128,439 at 6%; with 100% employer match about $144,494 at 4% or $96,329 at 6%. |
| 2012 | 2 | 24 | $6,591,874 | $889,049 | $37,044iApproximate average salary by contribution assumption: employee only about $926,093 at 4% or $617,395 at 6%; with 50% employer match about $617,395 at 4% or $411,597 at 6%; with 100% employer match about $463,046 at 4% or $308,698 at 6%. |
| Spherotech Inc. Cash Balance Pension Plan and Trust | - | 23 | $5,135,068 | $560,179 | $24,356iApproximate average salary by contribution assumption: employee only about $608,890 at 4% or $405,927 at 6%; with 50% employer match about $405,927 at 4% or $270,618 at 6%; with 100% employer match about $304,445 at 4% or $202,963 at 6%. |
| SPHEROTECH, INC. 401(K) PROFIT SHARING PLAN & TRUST | - | 24 | $1,456,806 | $328,870 | $13,703iApproximate average salary by contribution assumption: employee only about $342,573 at 4% or $228,382 at 6%; with 50% employer match about $228,382 at 4% or $152,255 at 6%; with 100% employer match about $171,286 at 4% or $114,191 at 6%. |
| 2011 | 2 | 26 | $5,065,724 | $1,113,867 | $42,841iApproximate average salary by contribution assumption: employee only about $1,071,026 at 4% or $714,017 at 6%; with 50% employer match about $714,017 at 4% or $476,012 at 6%; with 100% employer match about $535,513 at 4% or $357,009 at 6%. |
| Spherotech Inc. Cash Balance Pension Plan and Trust | - | 24 | $4,062,312 | $746,581 | $31,108iApproximate average salary by contribution assumption: employee only about $777,689 at 4% or $518,459 at 6%; with 50% employer match about $518,459 at 4% or $345,639 at 6%; with 100% employer match about $388,844 at 4% or $259,230 at 6%. |
| SPHEROTECH, INC. 401(K) PROFIT SHARING PLAN & TRUST | - | 26 | $1,003,412 | $367,286 | $14,126iApproximate average salary by contribution assumption: employee only about $353,160 at 4% or $235,440 at 6%; with 50% employer match about $235,440 at 4% or $156,960 at 6%; with 100% employer match about $176,580 at 4% or $117,720 at 6%. |
| 2010 | 2 | 23 | $4,053,316 | $1,460,206 | $63,487iApproximate average salary by contribution assumption: employee only about $1,587,180 at 4% or $1,058,120 at 6%; with 50% employer match about $1,058,120 at 4% or $705,414 at 6%; with 100% employer match about $793,590 at 4% or $529,060 at 6%. |
| Spherotech Inc. Cash Balance Pension Plan and Trust | - | 21 | $3,392,068 | $1,116,434 | $53,164iApproximate average salary by contribution assumption: employee only about $1,329,088 at 4% or $886,059 at 6%; with 50% employer match about $886,059 at 4% or $590,706 at 6%; with 100% employer match about $664,544 at 4% or $443,029 at 6%. |
| SPHEROTECH, INC. 401(K) PROFIT SHARING PLAN & TRUST | - | 23 | $661,248 | $343,772 | $14,947iApproximate average salary by contribution assumption: employee only about $373,665 at 4% or $249,110 at 6%; with 50% employer match about $249,110 at 4% or $166,073 at 6%; with 100% employer match about $186,833 at 4% or $124,555 at 6%. |
| 2009 | 2 | 20 | $2,292,151 | $1,060,546 | $53,027iApproximate average salary by contribution assumption: employee only about $1,325,683 at 4% or $883,788 at 6%; with 50% employer match about $883,788 at 4% or $589,192 at 6%; with 100% employer match about $662,841 at 4% or $441,894 at 6%. |
| Spherotech Inc. Cash Balance Pension Plan and Trust | - | 20 | $2,030,919 | $800,687 | $40,034iApproximate average salary by contribution assumption: employee only about $1,000,859 at 4% or $667,239 at 6%; with 50% employer match about $667,239 at 4% or $444,826 at 6%; with 100% employer match about $500,429 at 4% or $333,620 at 6%. |
| SPHEROTECH, INC. 401(K) PROFIT SHARING PLAN & TRUST | - | 20 | $261,232 | $259,859 | $12,993iApproximate average salary by contribution assumption: employee only about $324,824 at 4% or $216,549 at 6%; with 50% employer match about $216,549 at 4% or $144,366 at 6%; with 100% employer match about $162,412 at 4% or $108,275 at 6%. |
| 2008 | 1 | 14 | $1,073,255 | $600,000 | $42,857iApproximate average salary by contribution assumption: employee only about $1,071,429 at 4% or $714,286 at 6%; with 50% employer match about $714,286 at 4% or $476,190 at 6%; with 100% employer match about $535,714 at 4% or $357,143 at 6%. |
| Spherotech Inc. Cash Balance Pension Plan and Trust | - | 14 | $1,073,255 | $600,000 | $42,857iApproximate average salary by contribution assumption: employee only about $1,071,429 at 4% or $714,286 at 6%; with 50% employer match about $714,286 at 4% or $476,190 at 6%; with 100% employer match about $535,714 at 4% or $357,143 at 6%. |
| 2007 | 1 | 11 | $0 | $0 | - |
| Spherotech Inc. Cash Balance Pension Plan and Trust | - | 11 | - | - | - |
| 2006 | 1 | 10 | $1,620,529 | $303,327 | $30,333iApproximate average salary by contribution assumption: employee only about $758,318 at 4% or $505,545 at 6%; with 50% employer match about $505,545 at 4% or $337,030 at 6%; with 100% employer match about $379,159 at 4% or $252,773 at 6%. |
| Spherotech Inc. Cash Balance Pension Plan and Trust | - | 10 | $1,620,529 | $303,327 | $30,333iApproximate average salary by contribution assumption: employee only about $758,318 at 4% or $505,545 at 6%; with 50% employer match about $505,545 at 4% or $337,030 at 6%; with 100% employer match about $379,159 at 4% or $252,773 at 6%. |
| 2005 | 1 | 9 | $1,182,701 | $335,706 | $37,301iApproximate average salary by contribution assumption: employee only about $932,517 at 4% or $621,678 at 6%; with 50% employer match about $621,678 at 4% or $414,452 at 6%; with 100% employer match about $466,258 at 4% or $310,839 at 6%. |
| Spherotech Inc. Cash Balance Pension Plan and Trust | - | 9 | $1,182,701 | $335,706 | $37,301iApproximate average salary by contribution assumption: employee only about $932,517 at 4% or $621,678 at 6%; with 50% employer match about $621,678 at 4% or $414,452 at 6%; with 100% employer match about $466,258 at 4% or $310,839 at 6%. |
| 2004 | 1 | 8 | $816,895 | $209,068 | $26,134iApproximate average salary by contribution assumption: employee only about $653,338 at 4% or $435,558 at 6%; with 50% employer match about $435,558 at 4% or $290,372 at 6%; with 100% employer match about $326,669 at 4% or $217,779 at 6%. |
| Spherotech Inc. Cash Balance Pension Plan and Trust | - | 8 | $816,895 | $209,068 | $26,134iApproximate average salary by contribution assumption: employee only about $653,338 at 4% or $435,558 at 6%; with 50% employer match about $435,558 at 4% or $290,372 at 6%; with 100% employer match about $326,669 at 4% or $217,779 at 6%. |
| 2003 | 1 | 8 | $575,449 | $200,411 | $25,051iApproximate average salary by contribution assumption: employee only about $626,284 at 4% or $417,523 at 6%; with 50% employer match about $417,523 at 4% or $278,349 at 6%; with 100% employer match about $313,142 at 4% or $208,761 at 6%. |
| Spherotech Inc. Cash Balance Pension Plan and Trust | - | 8 | $575,449 | $200,411 | $25,051iApproximate average salary by contribution assumption: employee only about $626,284 at 4% or $417,523 at 6%; with 50% employer match about $417,523 at 4% or $278,349 at 6%; with 100% employer match about $313,142 at 4% or $208,761 at 6%. |
| 2002 | 1 | 7 | $0 | $0 | - |
| Spherotech Inc. Cash Balance Pension Plan and Trust | - | 7 | - | - | - |
| 2001 | 1 | 6 | $0 | $0 | - |
| Spherotech Inc. Cash Balance Pension Plan and Trust | - | 6 | - | - | - |