Current Snapshot
Latest Year
2004
2004 Participants
3,838
2004 Assets
$60,317,368
2004 Contributions
$6,362,840
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 |
|---|---|---|---|---|---|
| 2004 | 1 | 0 | $0 | $0 | - |
| WARDS RETIREMENT PLAN | - | 0 | - | - | - |
| 2003 | 1 | 0 | $60,317,368 | $0 | - |
| WARDS RETIREMENT PLAN | - | 0 | $60,317,368 | - | - |
| 2002 | 2 | 3,838 | $126,835,226 | $0 | - |
| Montgomery Ward Savings Plan | - | 3,838 | $66,337,702 | - | - |
| WARDS RETIREMENT PLAN | - | 0 | $60,497,524 | - | - |
| 2001 | 8 | 13 | $81,861,741 | $6,362,840 | $489,449iApproximate average salary by contribution assumption: employee only about $12,236,231 at 4% or $8,157,487 at 6%; with 50% employer match about $8,157,487 at 4% or $5,438,325 at 6%; with 100% employer match about $6,118,115 at 4% or $4,078,744 at 6%. |
| Montgomery Ward Savings Plan | - | 13 | $81,861,741 | $2,688,869 | $206,836iApproximate average salary by contribution assumption: employee only about $5,170,902 at 4% or $3,447,268 at 6%; with 50% employer match about $3,447,268 at 4% or $2,298,179 at 6%; with 100% employer match about $2,585,451 at 4% or $1,723,634 at 6%. |
| Montgomery Ward Retiree Life Insurance Plan | - | 0 | - | - | - |
| Montgomery Ward Transitional Income Plan | - | 0 | - | - | - |
| Montgomery Ward Retirement Security Plan | - | 0 | - | - | - |
| Montgomery Ward Personal Accident Insurance | - | 0 | - | - | - |
| Montgomery Ward Dependent Group Life Insurance | - | 0 | - | - | - |
| Montgomery Ward Business Travel Accident Insurance | - | 0 | - | - | - |
| Montgomery Ward Comprehensive Health Care Plan | - | 0 | - | $3,673,971 | - |
| 2000 | 9 | 37,187 | $327,506,708 | $16,471,667 | $443iApproximate average salary by contribution assumption: employee only about $11,074 at 4% or $7,382 at 6%; with 50% employer match about $7,382 at 4% or $4,922 at 6%; with 100% employer match about $5,537 at 4% or $3,691 at 6%. |
| Montgomery Ward Savings Plan | - | 18,594 | $327,506,708 | $16,471,667 | $886iApproximate average salary by contribution assumption: employee only about $22,146 at 4% or $14,764 at 6%; with 50% employer match about $14,764 at 4% or $9,843 at 6%; with 100% employer match about $11,073 at 4% or $7,382 at 6%. |
| Montgomery Ward Retiree Life Insurance Plan | - | 0 | - | - | - |
| Montgomery Ward Retirement Security Plan | - | 0 | - | - | - |
| Montgomery Ward & Co. Incorporated Retiree/Terminated Associate Plan | - | 0 | - | - | - |
| Montgomery Ward Transitional Income Plan | - | 37,187 | - | - | - |
| Montgomery Ward Business Travel Accident Insurance | - | 42 | - | - | - |
| Montgomery Ward Comprehensive Health Care Plan | - | 176 | - | - | - |
| Montgomery Ward Personal Accident Insurance | - | 120 | - | - | - |
| Montgomery Ward Dependent Group Life Insurance | - | 146 | - | - | - |
| 1999 | 10 | 37,719 | $380,145,149 | $120,347,900 | $3,191iApproximate average salary by contribution assumption: employee only about $79,766 at 4% or $53,177 at 6%; with 50% employer match about $53,177 at 4% or $35,452 at 6%; with 100% employer match about $39,883 at 4% or $26,589 at 6%. |
| Montgomery Ward Savings Plan | - | 21,486 | $365,437,695 | $21,744,570 | $1,012iApproximate average salary by contribution assumption: employee only about $25,301 at 4% or $16,867 at 6%; with 50% employer match about $16,867 at 4% or $11,245 at 6%; with 100% employer match about $12,650 at 4% or $8,434 at 6%. |
| Montgomery Ward Comprehensive Health Care Plan | - | 9,643 | $7,007,085 | $88,171,065 | $9,144iApproximate average salary by contribution assumption: employee only about $228,588 at 4% or $152,392 at 6%; with 50% employer match about $152,392 at 4% or $101,595 at 6%; with 100% employer match about $114,294 at 4% or $76,196 at 6%. |
| Montgomery Ward & Co. Incorporated Retiree/Terminated Associate Plan | - | 0 | $6,842,789 | - | - |
| Montgomery Ward Retirement Security Plan | - | 0 | $857,580 | - | - |
| Montgomery Ward Retiree Life Insurance Plan | - | 0 | - | - | - |
| Montgomery Ward Transitional Income Plan | - | 37,719 | - | - | - |
| Montgomery Ward Long Term Disability Plan | - | 0 | - | $10,432,265 | - |
| Montgomery Ward Business Travel Accident Insurance | - | 30,164 | - | - | - |
| Montgomery Ward Dependent Group Life Insurance | - | 2,025 | - | - | - |
| Montgomery Ward Personal Accident Insurance | - | 6,542 | - | - | - |