Current Snapshot
Latest Year
2024
2024 Participants
799
2024 Assets
$8,605,190
2024 Contributions
$1,847,094
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 | 799 | $8,605,190 | $1,847,094 | $2,312iApproximate average salary by contribution assumption: employee only about $57,794 at 4% or $38,529 at 6%; with 50% employer match about $38,529 at 4% or $25,686 at 6%; with 100% employer match about $28,897 at 4% or $19,265 at 6%. |
| Interstate Group 401(K) Plan | - | 599 | $8,605,190 | $1,847,094 | $3,084iApproximate average salary by contribution assumption: employee only about $77,091 at 4% or $51,394 at 6%; with 50% employer match about $51,394 at 4% or $34,263 at 6%; with 100% employer match about $38,545 at 4% or $25,697 at 6%. |
| Interstate Group LLC Welfare Benefit Plan | - | 799 | - | - | - |
| 2023 | 2 | 738 | $6,945,518 | $1,764,006 | $2,390iApproximate average salary by contribution assumption: employee only about $59,756 at 4% or $39,838 at 6%; with 50% employer match about $39,838 at 4% or $26,558 at 6%; with 100% employer match about $29,878 at 4% or $19,919 at 6%. |
| Interstate Group 401(K) Plan | - | 499 | $6,945,518 | $1,764,006 | $3,535iApproximate average salary by contribution assumption: employee only about $88,377 at 4% or $58,918 at 6%; with 50% employer match about $58,918 at 4% or $39,279 at 6%; with 100% employer match about $44,189 at 4% or $29,459 at 6%. |
| Interstate Group LLC Welfare Benefit Plan | - | 738 | - | - | - |
| 2022 | 2 | 578 | $4,683,797 | $1,611,481 | $2,788iApproximate average salary by contribution assumption: employee only about $69,701 at 4% or $46,467 at 6%; with 50% employer match about $46,467 at 4% or $30,978 at 6%; with 100% employer match about $34,850 at 4% or $23,234 at 6%. |
| Interstate Group 401(K) Plan | - | 443 | $4,683,797 | $1,611,481 | $3,638iApproximate average salary by contribution assumption: employee only about $90,941 at 4% or $60,628 at 6%; with 50% employer match about $60,628 at 4% or $40,418 at 6%; with 100% employer match about $45,471 at 4% or $30,314 at 6%. |
| Interstate Group LLC Welfare Benefit Plan | - | 578 | - | - | - |
| 2021 | 2 | 400 | $4,362,017 | $1,463,988 | $3,660iApproximate average salary by contribution assumption: employee only about $91,499 at 4% or $61,000 at 6%; with 50% employer match about $61,000 at 4% or $40,666 at 6%; with 100% employer match about $45,750 at 4% or $30,500 at 6%. |
| Interstate Group 401(K) Plan | - | 400 | $4,362,017 | $1,463,988 | $3,660iApproximate average salary by contribution assumption: employee only about $91,499 at 4% or $61,000 at 6%; with 50% employer match about $61,000 at 4% or $40,666 at 6%; with 100% employer match about $45,750 at 4% or $30,500 at 6%. |
| Interstate Group LLC Welfare Benefit Plan | - | 341 | - | - | - |
| 2020 | 2 | 334 | $2,726,421 | $928,718 | $2,781iApproximate average salary by contribution assumption: employee only about $69,515 at 4% or $46,343 at 6%; with 50% employer match about $46,343 at 4% or $30,895 at 6%; with 100% employer match about $34,757 at 4% or $23,172 at 6%. |
| Interstate Group 401(K) Plan | - | 334 | $2,726,421 | $928,718 | $2,781iApproximate average salary by contribution assumption: employee only about $69,515 at 4% or $46,343 at 6%; with 50% employer match about $46,343 at 4% or $30,895 at 6%; with 100% employer match about $34,757 at 4% or $23,172 at 6%. |
| Interstate Group LLC Welfare Benefit Plan | - | 300 | - | - | - |
| 2019 | 2 | 328 | $1,669,786 | $886,924 | $2,704iApproximate average salary by contribution assumption: employee only about $67,601 at 4% or $45,067 at 6%; with 50% employer match about $45,067 at 4% or $30,045 at 6%; with 100% employer match about $33,800 at 4% or $22,534 at 6%. |
| Interstate Group 401(K) Plan | - | 328 | $1,669,786 | $886,924 | $2,704iApproximate average salary by contribution assumption: employee only about $67,601 at 4% or $45,067 at 6%; with 50% employer match about $45,067 at 4% or $30,045 at 6%; with 100% employer match about $33,800 at 4% or $22,534 at 6%. |
| Interstate Group LLC Welfare Benefit Plan | - | 227 | - | - | - |
| 2018 | 2 | 328 | $694,930 | $815,880 | $2,487iApproximate average salary by contribution assumption: employee only about $62,186 at 4% or $41,457 at 6%; with 50% employer match about $41,457 at 4% or $27,638 at 6%; with 100% employer match about $31,093 at 4% or $20,729 at 6%. |
| Interstate Group 401(K) Plan | - | 328 | $694,930 | $815,880 | $2,487iApproximate average salary by contribution assumption: employee only about $62,186 at 4% or $41,457 at 6%; with 50% employer match about $41,457 at 4% or $27,638 at 6%; with 100% employer match about $31,093 at 4% or $20,729 at 6%. |
| Interstate Group LLC Welfare Benefit Plan | - | 241 | - | - | - |
| 2017 | 1 | 236 | $0 | $0 | - |
| Interstate Group LLC Welfare Benefit Plan | - | 236 | - | - | - |
| 2016 | 1 | 228 | $0 | $0 | - |
| Interstate Group LLC Welfare Benefit Plan | - | 228 | - | - | - |
| 2015 | 1 | 205 | $0 | $0 | - |
| Interstate Group LLC Welfare Benefit Plan | - | 205 | - | - | - |
| 2014 | 1 | 181 | $0 | $0 | - |
| Interstate Group LLC Welfare Benefit Plan | - | 181 | - | - | - |
| 2013 | 1 | 272 | $0 | $0 | - |
| Interstate Group LLC Welfare Benefit Plan | - | 272 | - | - | - |
| 2012 | 1 | 219 | $0 | $0 | - |
| Interstate Group LLC Welfare Benefit Plan | - | 219 | - | - | - |
| 2011 | 1 | 217 | $0 | $0 | - |
| Interstate Group LLC Welfare Benefit Plan | - | 217 | - | - | - |
| 2010 | 1 | 241 | $0 | $0 | - |
| Interstate Group LLC Welfare Benefit Plan | - | 241 | - | - | - |
| 2009 | 1 | 228 | $0 | $0 | - |
| Interstate Group LLC Welfare Benefit Plan | - | 228 | - | - | - |
| 2008 | 1 | 203 | $0 | $0 | - |
| Interstate Group LLC Welfare Benefit Plan | - | 203 | - | - | - |
| 2007 | 1 | 217 | $0 | $0 | - |
| Interstate Group LLC Welfare Benefit Plan | - | 217 | - | - | - |
| 2006 | 2 | 215 | $0 | $117,649 | $547iApproximate average salary by contribution assumption: employee only about $13,680 at 4% or $9,120 at 6%; with 50% employer match about $9,120 at 4% or $6,080 at 6%; with 100% employer match about $6,840 at 4% or $4,560 at 6%. |
| Interstate Group LLC Welfare Benefit Plan | - | 215 | - | - | - |
| INTERSTATE GROUP, LLC 401K PLAN | - | 0 | - | $117,649 | - |
| 2005 | 2 | 226 | $1,373,877 | $466,852 | $2,066iApproximate average salary by contribution assumption: employee only about $51,643 at 4% or $34,429 at 6%; with 50% employer match about $34,429 at 4% or $22,952 at 6%; with 100% employer match about $25,821 at 4% or $17,214 at 6%. |
| INTERSTATE GROUP, LLC 401K PLAN | - | 188 | $1,373,877 | $466,852 | $2,483iApproximate average salary by contribution assumption: employee only about $62,081 at 4% or $41,388 at 6%; with 50% employer match about $41,388 at 4% or $27,592 at 6%; with 100% employer match about $31,041 at 4% or $20,694 at 6%. |
| Interstate Group LLC Welfare Benefit Plan | - | 226 | - | - | - |
| 2004 | 2 | 195 | $1,044,682 | $353,502 | $1,813iApproximate average salary by contribution assumption: employee only about $45,321 at 4% or $30,214 at 6%; with 50% employer match about $30,214 at 4% or $20,143 at 6%; with 100% employer match about $22,660 at 4% or $15,107 at 6%. |
| INTERSTATE GROUP, LLC 401K PLAN | - | 137 | $1,044,682 | $353,502 | $2,580iApproximate average salary by contribution assumption: employee only about $64,508 at 4% or $43,005 at 6%; with 50% employer match about $43,005 at 4% or $28,670 at 6%; with 100% employer match about $32,254 at 4% or $21,503 at 6%. |
| Interstate Group LLC Welfare Benefit Plan | - | 195 | - | - | - |
| 2003 | 2 | 147 | $693,713 | $277,083 | $1,885iApproximate average salary by contribution assumption: employee only about $47,123 at 4% or $31,415 at 6%; with 50% employer match about $31,415 at 4% or $20,944 at 6%; with 100% employer match about $23,561 at 4% or $15,708 at 6%. |
| INTERSTATE GROUP, LLC 401K PLAN | - | 99 | $693,713 | $277,083 | $2,799iApproximate average salary by contribution assumption: employee only about $69,970 at 4% or $46,647 at 6%; with 50% employer match about $46,647 at 4% or $31,098 at 6%; with 100% employer match about $34,985 at 4% or $23,323 at 6%. |
| Interstate Group LLC Welfare Benefit Plan | - | 147 | - | - | - |
| 2002 | 1 | 88 | $393,091 | $254,072 | $2,887iApproximate average salary by contribution assumption: employee only about $72,180 at 4% or $48,120 at 6%; with 50% employer match about $48,120 at 4% or $32,080 at 6%; with 100% employer match about $36,090 at 4% or $24,060 at 6%. |
| INTERSTATE WEST LLC 401K PLAN | - | 88 | $393,091 | $254,072 | $2,887iApproximate average salary by contribution assumption: employee only about $72,180 at 4% or $48,120 at 6%; with 50% employer match about $48,120 at 4% or $32,080 at 6%; with 100% employer match about $36,090 at 4% or $24,060 at 6%. |
| 2001 | 1 | 61 | $206,818 | $221,742 | $3,635iApproximate average salary by contribution assumption: employee only about $90,878 at 4% or $60,585 at 6%; with 50% employer match about $60,585 at 4% or $40,390 at 6%; with 100% employer match about $45,439 at 4% or $30,293 at 6%. |
| INTERSTATE WEST, LLC 401K PLAN | - | 61 | $206,818 | $221,742 | $3,635iApproximate average salary by contribution assumption: employee only about $90,878 at 4% or $60,585 at 6%; with 50% employer match about $60,585 at 4% or $40,390 at 6%; with 100% employer match about $45,439 at 4% or $30,293 at 6%. |