The Iona Group Inc
Plan context: The Iona Group Inc Retirement Plan
EIN 37-1155268 • Morton, IL • 25 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
24
2024 Assets
$3,668,789
2024 Contributions
$171,622
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 | 1 | 24 | $3,668,789 | $171,622 | $7,151iApproximate average salary by contribution assumption: employee only about $178,773 at 4% or $119,182 at 6%; with 50% employer match about $119,182 at 4% or $79,455 at 6%; with 100% employer match about $89,386 at 4% or $59,591 at 6%. |
| The Iona Group Inc Retirement Plan | - | 24 | $3,668,789 | $171,622 | $7,151iApproximate average salary by contribution assumption: employee only about $178,773 at 4% or $119,182 at 6%; with 50% employer match about $119,182 at 4% or $79,455 at 6%; with 100% employer match about $89,386 at 4% or $59,591 at 6%. |
| 2023 | 1 | 26 | $3,197,099 | $184,033 | $7,078iApproximate average salary by contribution assumption: employee only about $176,955 at 4% or $117,970 at 6%; with 50% employer match about $117,970 at 4% or $78,647 at 6%; with 100% employer match about $88,477 at 4% or $58,985 at 6%. |
| The Iona Group Inc Retirement Plan | - | 26 | $3,197,099 | $184,033 | $7,078iApproximate average salary by contribution assumption: employee only about $176,955 at 4% or $117,970 at 6%; with 50% employer match about $117,970 at 4% or $78,647 at 6%; with 100% employer match about $88,477 at 4% or $58,985 at 6%. |
| 2022 | 1 | 28 | $2,695,663 | $183,026 | $6,537iApproximate average salary by contribution assumption: employee only about $163,416 at 4% or $108,944 at 6%; with 50% employer match about $108,944 at 4% or $72,629 at 6%; with 100% employer match about $81,708 at 4% or $54,472 at 6%. |
| The Iona Group Inc Retirement Plan | - | 28 | $2,695,663 | $183,026 | $6,537iApproximate average salary by contribution assumption: employee only about $163,416 at 4% or $108,944 at 6%; with 50% employer match about $108,944 at 4% or $72,629 at 6%; with 100% employer match about $81,708 at 4% or $54,472 at 6%. |
| 2021 | 1 | 28 | $3,271,602 | $226,848 | $8,102iApproximate average salary by contribution assumption: employee only about $202,543 at 4% or $135,029 at 6%; with 50% employer match about $135,029 at 4% or $90,019 at 6%; with 100% employer match about $101,271 at 4% or $67,514 at 6%. |
| The Iona Group Inc Retirement Plan | - | 28 | $3,271,602 | $226,848 | $8,102iApproximate average salary by contribution assumption: employee only about $202,543 at 4% or $135,029 at 6%; with 50% employer match about $135,029 at 4% or $90,019 at 6%; with 100% employer match about $101,271 at 4% or $67,514 at 6%. |
| 2020 | 1 | 27 | $2,781,085 | $235,165 | $8,710iApproximate average salary by contribution assumption: employee only about $217,745 at 4% or $145,164 at 6%; with 50% employer match about $145,164 at 4% or $96,776 at 6%; with 100% employer match about $108,873 at 4% or $72,582 at 6%. |
| The Iona Group Inc Retirement Plan | - | 27 | $2,781,085 | $235,165 | $8,710iApproximate average salary by contribution assumption: employee only about $217,745 at 4% or $145,164 at 6%; with 50% employer match about $145,164 at 4% or $96,776 at 6%; with 100% employer match about $108,873 at 4% or $72,582 at 6%. |
| 2019 | 1 | 28 | $2,342,851 | $216,569 | $7,735iApproximate average salary by contribution assumption: employee only about $193,365 at 4% or $128,910 at 6%; with 50% employer match about $128,910 at 4% or $85,940 at 6%; with 100% employer match about $96,683 at 4% or $64,455 at 6%. |
| The Iona Group Inc Retirement Plan | - | 28 | $2,342,851 | $216,569 | $7,735iApproximate average salary by contribution assumption: employee only about $193,365 at 4% or $128,910 at 6%; with 50% employer match about $128,910 at 4% or $85,940 at 6%; with 100% employer match about $96,683 at 4% or $64,455 at 6%. |
| 2018 | 1 | 26 | $1,750,655 | $190,262 | $7,318iApproximate average salary by contribution assumption: employee only about $182,944 at 4% or $121,963 at 6%; with 50% employer match about $121,963 at 4% or $81,309 at 6%; with 100% employer match about $91,472 at 4% or $60,981 at 6%. |
| The Iona Group Inc Retirement Plan | - | 26 | $1,750,655 | $190,262 | $7,318iApproximate average salary by contribution assumption: employee only about $182,944 at 4% or $121,963 at 6%; with 50% employer match about $121,963 at 4% or $81,309 at 6%; with 100% employer match about $91,472 at 4% or $60,981 at 6%. |
| 2017 | 1 | 28 | $1,689,244 | $203,431 | $7,265iApproximate average salary by contribution assumption: employee only about $181,635 at 4% or $121,090 at 6%; with 50% employer match about $121,090 at 4% or $80,727 at 6%; with 100% employer match about $90,817 at 4% or $60,545 at 6%. |
| The Iona Group Inc Retirement Plan | - | 28 | $1,689,244 | $203,431 | $7,265iApproximate average salary by contribution assumption: employee only about $181,635 at 4% or $121,090 at 6%; with 50% employer match about $121,090 at 4% or $80,727 at 6%; with 100% employer match about $90,817 at 4% or $60,545 at 6%. |
| 2016 | 1 | 30 | $1,614,915 | $208,955 | $6,965iApproximate average salary by contribution assumption: employee only about $174,129 at 4% or $116,086 at 6%; with 50% employer match about $116,086 at 4% or $77,391 at 6%; with 100% employer match about $87,065 at 4% or $58,043 at 6%. |
| The Iona Group Inc Retirement Plan | - | 30 | $1,614,915 | $208,955 | $6,965iApproximate average salary by contribution assumption: employee only about $174,129 at 4% or $116,086 at 6%; with 50% employer match about $116,086 at 4% or $77,391 at 6%; with 100% employer match about $87,065 at 4% or $58,043 at 6%. |
| 2015 | 1 | 31 | $1,529,978 | $314,921 | $10,159iApproximate average salary by contribution assumption: employee only about $253,969 at 4% or $169,312 at 6%; with 50% employer match about $169,312 at 4% or $112,875 at 6%; with 100% employer match about $126,984 at 4% or $84,656 at 6%. |
| The Iona Group Inc Retirement Plan | - | 31 | $1,529,978 | $314,921 | $10,159iApproximate average salary by contribution assumption: employee only about $253,969 at 4% or $169,312 at 6%; with 50% employer match about $169,312 at 4% or $112,875 at 6%; with 100% employer match about $126,984 at 4% or $84,656 at 6%. |
| 2014 | 1 | 25 | $1,255,529 | $124,179 | $4,967iApproximate average salary by contribution assumption: employee only about $124,179 at 4% or $82,786 at 6%; with 50% employer match about $82,786 at 4% or $55,191 at 6%; with 100% employer match about $62,090 at 4% or $41,393 at 6%. |
| The Iona Group Inc Retirement Plan | - | 25 | $1,255,529 | $124,179 | $4,967iApproximate average salary by contribution assumption: employee only about $124,179 at 4% or $82,786 at 6%; with 50% employer match about $82,786 at 4% or $55,191 at 6%; with 100% employer match about $62,090 at 4% or $41,393 at 6%. |
| 2013 | 1 | 21 | $1,079,173 | $95,428 | $4,544iApproximate average salary by contribution assumption: employee only about $113,605 at 4% or $75,737 at 6%; with 50% employer match about $75,737 at 4% or $50,491 at 6%; with 100% employer match about $56,802 at 4% or $37,868 at 6%. |
| The Iona Group Inc Retirement Plan | - | 21 | $1,079,173 | $95,428 | $4,544iApproximate average salary by contribution assumption: employee only about $113,605 at 4% or $75,737 at 6%; with 50% employer match about $75,737 at 4% or $50,491 at 6%; with 100% employer match about $56,802 at 4% or $37,868 at 6%. |
| 2012 | 1 | 28 | $932,763 | $120,447 | $4,302iApproximate average salary by contribution assumption: employee only about $107,542 at 4% or $71,695 at 6%; with 50% employer match about $71,695 at 4% or $47,796 at 6%; with 100% employer match about $53,771 at 4% or $35,847 at 6%. |
| The Iona Group Inc Retirement Plan | - | 28 | $932,763 | $120,447 | $4,302iApproximate average salary by contribution assumption: employee only about $107,542 at 4% or $71,695 at 6%; with 50% employer match about $71,695 at 4% or $47,796 at 6%; with 100% employer match about $53,771 at 4% or $35,847 at 6%. |
| 2011 | 1 | 25 | $944,601 | $363,943 | $14,558iApproximate average salary by contribution assumption: employee only about $363,943 at 4% or $242,629 at 6%; with 50% employer match about $242,629 at 4% or $161,752 at 6%; with 100% employer match about $181,972 at 4% or $121,314 at 6%. |
| The Iona Group Inc Retirement Plan | - | 25 | $944,601 | $363,943 | $14,558iApproximate average salary by contribution assumption: employee only about $363,943 at 4% or $242,629 at 6%; with 50% employer match about $242,629 at 4% or $161,752 at 6%; with 100% employer match about $181,972 at 4% or $121,314 at 6%. |
| 2010 | 1 | 20 | $614,224 | $63,410 | $3,171iApproximate average salary by contribution assumption: employee only about $79,263 at 4% or $52,842 at 6%; with 50% employer match about $52,842 at 4% or $35,228 at 6%; with 100% employer match about $39,631 at 4% or $26,421 at 6%. |
| The Iona Group Inc Retirement Plan | - | 20 | $614,224 | $63,410 | $3,171iApproximate average salary by contribution assumption: employee only about $79,263 at 4% or $52,842 at 6%; with 50% employer match about $52,842 at 4% or $35,228 at 6%; with 100% employer match about $39,631 at 4% or $26,421 at 6%. |
| 2009 | 1 | 20 | $546,082 | $58,888 | $2,944iApproximate average salary by contribution assumption: employee only about $73,610 at 4% or $49,073 at 6%; with 50% employer match about $49,073 at 4% or $32,716 at 6%; with 100% employer match about $36,805 at 4% or $24,537 at 6%. |
| The Iona Group Inc Retirement Plan | - | 20 | $546,082 | $58,888 | $2,944iApproximate average salary by contribution assumption: employee only about $73,610 at 4% or $49,073 at 6%; with 50% employer match about $49,073 at 4% or $32,716 at 6%; with 100% employer match about $36,805 at 4% or $24,537 at 6%. |
| 2008 | 1 | 22 | $406,862 | $68,852 | $3,130iApproximate average salary by contribution assumption: employee only about $78,241 at 4% or $52,161 at 6%; with 50% employer match about $52,161 at 4% or $34,774 at 6%; with 100% employer match about $39,120 at 4% or $26,080 at 6%. |
| The Iona Group Inc Retirement Plan | - | 22 | $406,862 | $68,852 | $3,130iApproximate average salary by contribution assumption: employee only about $78,241 at 4% or $52,161 at 6%; with 50% employer match about $52,161 at 4% or $34,774 at 6%; with 100% employer match about $39,120 at 4% or $26,080 at 6%. |
| 2007 | 1 | 29 | $527,702 | $44,905 | $1,548iApproximate average salary by contribution assumption: employee only about $38,711 at 4% or $25,807 at 6%; with 50% employer match about $25,807 at 4% or $17,205 at 6%; with 100% employer match about $19,356 at 4% or $12,904 at 6%. |
| The Iona Group Inc Retirement Plan | - | 29 | $527,702 | $44,905 | $1,548iApproximate average salary by contribution assumption: employee only about $38,711 at 4% or $25,807 at 6%; with 50% employer match about $25,807 at 4% or $17,205 at 6%; with 100% employer match about $19,356 at 4% or $12,904 at 6%. |
| 2006 | 1 | 23 | $522,294 | $41,516 | $1,805iApproximate average salary by contribution assumption: employee only about $45,126 at 4% or $30,084 at 6%; with 50% employer match about $30,084 at 4% or $20,056 at 6%; with 100% employer match about $22,563 at 4% or $15,042 at 6%. |
| The Iona Group Inc Retirement Plan | - | 23 | $522,294 | $41,516 | $1,805iApproximate average salary by contribution assumption: employee only about $45,126 at 4% or $30,084 at 6%; with 50% employer match about $30,084 at 4% or $20,056 at 6%; with 100% employer match about $22,563 at 4% or $15,042 at 6%. |
| 2005 | 1 | 24 | $503,859 | $52,874 | $2,203iApproximate average salary by contribution assumption: employee only about $55,077 at 4% or $36,718 at 6%; with 50% employer match about $36,718 at 4% or $24,479 at 6%; with 100% employer match about $27,539 at 4% or $18,359 at 6%. |
| The Iona Group Inc Retirement Plan | - | 24 | $503,859 | $52,874 | $2,203iApproximate average salary by contribution assumption: employee only about $55,077 at 4% or $36,718 at 6%; with 50% employer match about $36,718 at 4% or $24,479 at 6%; with 100% employer match about $27,539 at 4% or $18,359 at 6%. |
| 2004 | 1 | 25 | $480,846 | $49,390 | $1,976iApproximate average salary by contribution assumption: employee only about $49,390 at 4% or $32,927 at 6%; with 50% employer match about $32,927 at 4% or $21,951 at 6%; with 100% employer match about $24,695 at 4% or $16,463 at 6%. |
| The Iona Group Inc Retirement Plan | - | 25 | $480,846 | $49,390 | $1,976iApproximate average salary by contribution assumption: employee only about $49,390 at 4% or $32,927 at 6%; with 50% employer match about $32,927 at 4% or $21,951 at 6%; with 100% employer match about $24,695 at 4% or $16,463 at 6%. |
| 2003 | 1 | 32 | $471,005 | $45,085 | $1,409iApproximate average salary by contribution assumption: employee only about $35,223 at 4% or $23,482 at 6%; with 50% employer match about $23,482 at 4% or $15,655 at 6%; with 100% employer match about $17,611 at 4% or $11,741 at 6%. |
| The Iona Group Inc Retirement Plan | - | 32 | $471,005 | $45,085 | $1,409iApproximate average salary by contribution assumption: employee only about $35,223 at 4% or $23,482 at 6%; with 50% employer match about $23,482 at 4% or $15,655 at 6%; with 100% employer match about $17,611 at 4% or $11,741 at 6%. |
| 2002 | 1 | 32 | $349,482 | $66,000 | $2,063iApproximate average salary by contribution assumption: employee only about $51,563 at 4% or $34,375 at 6%; with 50% employer match about $34,375 at 4% or $22,917 at 6%; with 100% employer match about $25,781 at 4% or $17,188 at 6%. |
| The Iona Group Inc Retirement Plan | - | 32 | $349,482 | $66,000 | $2,063iApproximate average salary by contribution assumption: employee only about $51,563 at 4% or $34,375 at 6%; with 50% employer match about $34,375 at 4% or $22,917 at 6%; with 100% employer match about $25,781 at 4% or $17,188 at 6%. |
| 2001 | 1 | 35 | $0 | $0 | - |
| The Iona Group Inc Retirement Plan | - | 35 | - | - | - |
| 2000 | 1 | 34 | $0 | $0 | - |
| The Iona Group Inc Retirement Plan | - | 34 | - | - | - |