Tiptree Inc.
Plan context: TIPTREE INC. 401(K) PLAN
EIN 38-3754322 • Greenwich, CT • 10 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
820
2024 Assets
$10,264,932
2024 Contributions
$562,163
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 | 820 | $10,264,932 | $562,163 | $686iApproximate average salary by contribution assumption: employee only about $17,139 at 4% or $11,426 at 6%; with 50% employer match about $11,426 at 4% or $7,617 at 6%; with 100% employer match about $8,570 at 4% or $5,713 at 6%. |
| TIPTREE INC. 401(K) PLAN | - | 39 | $10,264,932 | $562,163 | $14,414iApproximate average salary by contribution assumption: employee only about $360,361 at 4% or $240,241 at 6%; with 50% employer match about $240,241 at 4% or $160,160 at 6%; with 100% employer match about $180,180 at 4% or $120,120 at 6%. |
| Tiptree Operating Company LLC Employee Benefits Plan | - | 820 | - | - | - |
| 2023 | 2 | 765 | $8,728,771 | $697,205 | $911iApproximate average salary by contribution assumption: employee only about $22,784 at 4% or $15,190 at 6%; with 50% employer match about $15,190 at 4% or $10,126 at 6%; with 100% employer match about $11,392 at 4% or $7,595 at 6%. |
| TIPTREE INC. 401(K) PLAN | - | 35 | $8,728,771 | $697,205 | $19,920iApproximate average salary by contribution assumption: employee only about $498,004 at 4% or $332,002 at 6%; with 50% employer match about $332,002 at 4% or $221,335 at 6%; with 100% employer match about $249,002 at 4% or $166,001 at 6%. |
| Tiptree Operating Company LLC Employee Benefits Plan | - | 765 | - | - | - |
| 2022 | 2 | 818 | $6,607,967 | $297,644 | $364iApproximate average salary by contribution assumption: employee only about $9,097 at 4% or $6,064 at 6%; with 50% employer match about $6,064 at 4% or $4,043 at 6%; with 100% employer match about $4,548 at 4% or $3,032 at 6%. |
| TIPTREE INC. 401(K) PLAN | - | 33 | $6,607,967 | $297,644 | $9,020iApproximate average salary by contribution assumption: employee only about $225,488 at 4% or $150,325 at 6%; with 50% employer match about $150,325 at 4% or $100,217 at 6%; with 100% employer match about $112,744 at 4% or $75,163 at 6%. |
| Tiptree Operating Company LLC Employee Benefits Plan | - | 818 | - | - | - |
| 2021 | 2 | 1,000 | $5,701,682 | $345,480 | $345iApproximate average salary by contribution assumption: employee only about $8,637 at 4% or $5,758 at 6%; with 50% employer match about $5,758 at 4% or $3,839 at 6%; with 100% employer match about $4,319 at 4% or $2,879 at 6%. |
| TIPTREE INC. 401(K) PLAN | - | 34 | $5,701,682 | $345,480 | $10,161iApproximate average salary by contribution assumption: employee only about $254,029 at 4% or $169,353 at 6%; with 50% employer match about $169,353 at 4% or $112,902 at 6%; with 100% employer match about $127,015 at 4% or $84,676 at 6%. |
| Tiptree Operating Company LLC Employee Benefits Plan | - | 1,000 | - | - | - |
| 2020 | 2 | 780 | $4,505,541 | $363,532 | $466iApproximate average salary by contribution assumption: employee only about $11,652 at 4% or $7,768 at 6%; with 50% employer match about $7,768 at 4% or $5,179 at 6%; with 100% employer match about $5,826 at 4% or $3,884 at 6%. |
| TIPTREE INC. 401(K) PLAN | - | 35 | $4,505,541 | $363,532 | $10,387iApproximate average salary by contribution assumption: employee only about $259,666 at 4% or $173,110 at 6%; with 50% employer match about $173,110 at 4% or $115,407 at 6%; with 100% employer match about $129,833 at 4% or $86,555 at 6%. |
| Tiptree Operating Company LLC Employee Benefits Plan | - | 780 | - | - | - |