Civic Intelligence

State Street Brathaus of Madison Inc.

Plan context: State Street Brathaus 401(K) Profit Sharing Plan

EIN 39-1650246 • Madison, WI • 41 filings • 7 plans

603 State StreetMadison, WI 53703
Current Snapshot

Latest Year

2024

2024 Participants

37

2024 Assets

$3,584,571

2024 Contributions

$83,421

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$5,725,952$2,862,976$0200020122024YearValue
$3,584,571Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

47240200020122024YearValue
37Latest year 2024

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024237$3,584,571$83,421$2,255iApproximate average salary by contribution assumption: employee only about $56,366 at 4% or $37,577 at 6%; with 50% employer match about $37,577 at 4% or $25,051 at 6%; with 100% employer match about $28,183 at 4% or $18,789 at 6%.
State Street Brathaus 401(K) Profit Sharing Plan-37$3,584,571$83,421$2,255iApproximate average salary by contribution assumption: employee only about $56,366 at 4% or $37,577 at 6%; with 50% employer match about $37,577 at 4% or $25,051 at 6%; with 100% employer match about $28,183 at 4% or $18,789 at 6%.
STATE STREET BRATHAUS CASH BALANCE PENSION PLAN-0$0$0-
2023235$5,725,952$213,618$6,103iApproximate average salary by contribution assumption: employee only about $152,584 at 4% or $101,723 at 6%; with 50% employer match about $101,723 at 4% or $67,815 at 6%; with 100% employer match about $76,292 at 4% or $50,861 at 6%.
State Street Brathaus 401(K) Profit Sharing Plan-35$3,293,727$63,618$1,818iApproximate average salary by contribution assumption: employee only about $45,441 at 4% or $30,294 at 6%; with 50% employer match about $30,294 at 4% or $20,196 at 6%; with 100% employer match about $22,721 at 4% or $15,147 at 6%.
STATE STREET BRATHAUS CASH BALANCE PENSION PLAN-17$2,432,225$150,000$8,824iApproximate average salary by contribution assumption: employee only about $220,588 at 4% or $147,059 at 6%; with 50% employer match about $147,059 at 4% or $98,039 at 6%; with 100% employer match about $110,294 at 4% or $73,529 at 6%.
2022231$5,079,962$219,856$7,092iApproximate average salary by contribution assumption: employee only about $177,303 at 4% or $118,202 at 6%; with 50% employer match about $118,202 at 4% or $78,801 at 6%; with 100% employer match about $88,652 at 4% or $59,101 at 6%.
State Street Brathaus 401(K) Profit Sharing Plan-31$2,967,305$69,856$2,253iApproximate average salary by contribution assumption: employee only about $56,335 at 4% or $37,557 at 6%; with 50% employer match about $37,557 at 4% or $25,038 at 6%; with 100% employer match about $28,168 at 4% or $18,778 at 6%.
STATE STREET BRATHAUS CASH BALANCE PENSION PLAN-19$2,112,657$150,000$7,895iApproximate average salary by contribution assumption: employee only about $197,368 at 4% or $131,579 at 6%; with 50% employer match about $131,579 at 4% or $87,719 at 6%; with 100% employer match about $98,684 at 4% or $65,789 at 6%.
2021231$5,397,871$148,858$4,802iApproximate average salary by contribution assumption: employee only about $120,047 at 4% or $80,031 at 6%; with 50% employer match about $80,031 at 4% or $53,354 at 6%; with 100% employer match about $60,023 at 4% or $40,016 at 6%.
State Street Brathaus 401(K) Profit Sharing Plan-31$3,325,778$48,858$1,576iApproximate average salary by contribution assumption: employee only about $39,402 at 4% or $26,268 at 6%; with 50% employer match about $26,268 at 4% or $17,512 at 6%; with 100% employer match about $19,701 at 4% or $13,134 at 6%.
STATE STREET BRATHAUS CASH BALANCE PENSION PLAN-19$2,072,093$100,000$5,263iApproximate average salary by contribution assumption: employee only about $131,579 at 4% or $87,719 at 6%; with 50% employer match about $87,719 at 4% or $58,480 at 6%; with 100% employer match about $65,789 at 4% or $43,860 at 6%.
2020231$4,859,837$31,525$1,017iApproximate average salary by contribution assumption: employee only about $25,423 at 4% or $16,949 at 6%; with 50% employer match about $16,949 at 4% or $11,299 at 6%; with 100% employer match about $12,712 at 4% or $8,474 at 6%.
State Street Brathaus 401(K) Profit Sharing Plan-31$3,036,056$31,525$1,017iApproximate average salary by contribution assumption: employee only about $25,423 at 4% or $16,949 at 6%; with 50% employer match about $16,949 at 4% or $11,299 at 6%; with 100% employer match about $12,712 at 4% or $8,474 at 6%.
STATE STREET BRATHAUS CASH BALANCE PLAN-20$1,823,781$0-
2019226$4,515,099$136,460$5,248iApproximate average salary by contribution assumption: employee only about $131,212 at 4% or $87,474 at 6%; with 50% employer match about $87,474 at 4% or $58,316 at 6%; with 100% employer match about $65,606 at 4% or $43,737 at 6%.
State Street Brathaus 401(K) Profit Sharing Plan-26$2,816,236$86,460$3,325iApproximate average salary by contribution assumption: employee only about $83,135 at 4% or $55,423 at 6%; with 50% employer match about $55,423 at 4% or $36,949 at 6%; with 100% employer match about $41,567 at 4% or $27,712 at 6%.
STATE STREET BRATHAUS CASH BALANCE PLAN-20$1,698,863$50,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
2018223$3,805,790$295,133$12,832iApproximate average salary by contribution assumption: employee only about $320,797 at 4% or $213,864 at 6%; with 50% employer match about $213,864 at 4% or $142,576 at 6%; with 100% employer match about $160,398 at 4% or $106,932 at 6%.
State Street Brathaus 401(K) Profit Sharing Plan-23$2,315,426$125,133$5,441iApproximate average salary by contribution assumption: employee only about $136,014 at 4% or $90,676 at 6%; with 50% employer match about $90,676 at 4% or $60,451 at 6%; with 100% employer match about $68,007 at 4% or $45,338 at 6%.
STATE STREET BRATHAUS CASH BALANCE PLAN-19$1,490,364$170,000$8,947iApproximate average salary by contribution assumption: employee only about $223,684 at 4% or $149,123 at 6%; with 50% employer match about $149,123 at 4% or $99,415 at 6%; with 100% employer match about $111,842 at 4% or $74,561 at 6%.
2017247$3,724,982$246,081$5,236iApproximate average salary by contribution assumption: employee only about $130,894 at 4% or $87,263 at 6%; with 50% employer match about $87,263 at 4% or $58,175 at 6%; with 100% employer match about $65,447 at 4% or $43,631 at 6%.
State Street Brathaus 401(K) Profit Sharing Plan-47$2,375,183$93,088$1,981iApproximate average salary by contribution assumption: employee only about $49,515 at 4% or $33,010 at 6%; with 50% employer match about $33,010 at 4% or $22,007 at 6%; with 100% employer match about $24,757 at 4% or $16,505 at 6%.
STATE STREET BRATHAUS CASH BALANCE PLAN-19$1,349,799$152,993$8,052iApproximate average salary by contribution assumption: employee only about $201,307 at 4% or $134,204 at 6%; with 50% employer match about $134,204 at 4% or $89,470 at 6%; with 100% employer match about $100,653 at 4% or $67,102 at 6%.
2016243$3,180,892$360,293$8,379iApproximate average salary by contribution assumption: employee only about $209,473 at 4% or $139,648 at 6%; with 50% employer match about $139,648 at 4% or $93,099 at 6%; with 100% employer match about $104,736 at 4% or $69,824 at 6%.
State Street Brathaus 401(K) Profit Sharing Plan-43$2,051,477$102,293$2,379iApproximate average salary by contribution assumption: employee only about $59,473 at 4% or $39,648 at 6%; with 50% employer match about $39,648 at 4% or $26,432 at 6%; with 100% employer match about $29,736 at 4% or $19,824 at 6%.
STATE STREET BRATHAUS CASH BALANCE PLAN-18$1,129,415$258,000$14,333iApproximate average salary by contribution assumption: employee only about $358,333 at 4% or $238,889 at 6%; with 50% employer match about $238,889 at 4% or $159,259 at 6%; with 100% employer match about $179,167 at 4% or $119,444 at 6%.
2015241$2,665,780$282,384$6,887iApproximate average salary by contribution assumption: employee only about $172,185 at 4% or $114,790 at 6%; with 50% employer match about $114,790 at 4% or $76,527 at 6%; with 100% employer match about $86,093 at 4% or $57,395 at 6%.
State Street Brathaus 401(K) Profit Sharing Plan-41$1,817,118$118,320$2,886iApproximate average salary by contribution assumption: employee only about $72,146 at 4% or $48,098 at 6%; with 50% employer match about $48,098 at 4% or $32,065 at 6%; with 100% employer match about $36,073 at 4% or $24,049 at 6%.
STATE STREET BRATHAUS CASH BALANCE PLAN-14$848,662$164,064$11,719iApproximate average salary by contribution assumption: employee only about $292,971 at 4% or $195,314 at 6%; with 50% employer match about $195,314 at 4% or $130,210 at 6%; with 100% employer match about $146,486 at 4% or $97,657 at 6%.
2014235$2,396,261$354,029$10,115iApproximate average salary by contribution assumption: employee only about $252,878 at 4% or $168,585 at 6%; with 50% employer match about $168,585 at 4% or $112,390 at 6%; with 100% employer match about $126,439 at 4% or $84,293 at 6%.
State Street Brathaus 401(K) Profit Sharing Plan-35$1,728,060$103,487$2,957iApproximate average salary by contribution assumption: employee only about $73,919 at 4% or $49,280 at 6%; with 50% employer match about $49,280 at 4% or $32,853 at 6%; with 100% employer match about $36,960 at 4% or $24,640 at 6%.
STATE STREET BRATHAUS CASH BALANCE PLAN-13$668,201$250,542$19,272iApproximate average salary by contribution assumption: employee only about $481,812 at 4% or $321,208 at 6%; with 50% employer match about $321,208 at 4% or $214,138 at 6%; with 100% employer match about $240,906 at 4% or $160,604 at 6%.
2013230$1,963,703$265,041$8,835iApproximate average salary by contribution assumption: employee only about $220,868 at 4% or $147,245 at 6%; with 50% employer match about $147,245 at 4% or $98,163 at 6%; with 100% employer match about $110,434 at 4% or $73,623 at 6%.
State Street Brathaus 401(K) Profit Sharing Plan-30$1,555,326$89,232$2,974iApproximate average salary by contribution assumption: employee only about $74,360 at 4% or $49,573 at 6%; with 50% employer match about $49,573 at 4% or $33,049 at 6%; with 100% employer match about $37,180 at 4% or $24,787 at 6%.
STATE STREET BRATHAUS CASH BALANCE PLAN-11$408,377$175,809$15,983iApproximate average salary by contribution assumption: employee only about $399,566 at 4% or $266,377 at 6%; with 50% employer match about $266,377 at 4% or $177,585 at 6%; with 100% employer match about $199,783 at 4% or $133,189 at 6%.
2012229$1,528,051$207,741$7,163iApproximate average salary by contribution assumption: employee only about $179,087 at 4% or $119,391 at 6%; with 50% employer match about $119,391 at 4% or $79,594 at 6%; with 100% employer match about $89,544 at 4% or $59,696 at 6%.
State Street Brathaus 401(K) Profit Sharing Plan-29$1,299,791$86,175$2,972iApproximate average salary by contribution assumption: employee only about $74,289 at 4% or $49,526 at 6%; with 50% employer match about $49,526 at 4% or $33,017 at 6%; with 100% employer match about $37,144 at 4% or $24,763 at 6%.
STATE STREET BRATHAUS CASH BALANCE PLAN-8$228,260$121,566$15,196iApproximate average salary by contribution assumption: employee only about $379,894 at 4% or $253,263 at 6%; with 50% employer match about $253,263 at 4% or $168,842 at 6%; with 100% employer match about $189,947 at 4% or $126,631 at 6%.
2011211$1,190,080$204,201$18,564iApproximate average salary by contribution assumption: employee only about $464,093 at 4% or $309,395 at 6%; with 50% employer match about $309,395 at 4% or $206,264 at 6%; with 100% employer match about $232,047 at 4% or $154,698 at 6%.
State Street Brathaus 401(K) Profit Sharing Plan-11$1,085,594$99,715$9,065iApproximate average salary by contribution assumption: employee only about $226,625 at 4% or $151,083 at 6%; with 50% employer match about $151,083 at 4% or $100,722 at 6%; with 100% employer match about $113,313 at 4% or $75,542 at 6%.
STATE STREET BRATHAUS CASH BALANCE PLAN-8$104,486$104,486$13,061iApproximate average salary by contribution assumption: employee only about $326,519 at 4% or $217,679 at 6%; with 50% employer match about $217,679 at 4% or $145,119 at 6%; with 100% employer match about $163,259 at 4% or $108,840 at 6%.
2010129$1,093,322$146,076$5,037iApproximate average salary by contribution assumption: employee only about $125,928 at 4% or $83,952 at 6%; with 50% employer match about $83,952 at 4% or $55,968 at 6%; with 100% employer match about $62,964 at 4% or $41,976 at 6%.
State Street Brathaus 401(K) Profit Sharing Plan-29$1,093,322$146,076$5,037iApproximate average salary by contribution assumption: employee only about $125,928 at 4% or $83,952 at 6%; with 50% employer match about $83,952 at 4% or $55,968 at 6%; with 100% employer match about $62,964 at 4% or $41,976 at 6%.
2009126$874,921$125,755$4,837iApproximate average salary by contribution assumption: employee only about $120,918 at 4% or $80,612 at 6%; with 50% employer match about $80,612 at 4% or $53,741 at 6%; with 100% employer match about $60,459 at 4% or $40,306 at 6%.
State Street Brathaus 401(K) Profit Sharing Plan-26$874,921$125,755$4,837iApproximate average salary by contribution assumption: employee only about $120,918 at 4% or $80,612 at 6%; with 50% employer match about $80,612 at 4% or $53,741 at 6%; with 100% employer match about $60,459 at 4% or $40,306 at 6%.
2008116$847,059$90,268$5,642iApproximate average salary by contribution assumption: employee only about $141,044 at 4% or $94,029 at 6%; with 50% employer match about $94,029 at 4% or $62,686 at 6%; with 100% employer match about $70,522 at 4% or $47,015 at 6%.
State Street Brathaus 401(K) Profit Sharing Plan-16$847,059$90,268$5,642iApproximate average salary by contribution assumption: employee only about $141,044 at 4% or $94,029 at 6%; with 50% employer match about $94,029 at 4% or $62,686 at 6%; with 100% employer match about $70,522 at 4% or $47,015 at 6%.
2007118$1,057,383$141,641$7,869iApproximate average salary by contribution assumption: employee only about $196,724 at 4% or $131,149 at 6%; with 50% employer match about $131,149 at 4% or $87,433 at 6%; with 100% employer match about $98,362 at 4% or $65,575 at 6%.
State Street Brathaus 401(K) Profit Sharing Plan-18$1,057,383$141,641$7,869iApproximate average salary by contribution assumption: employee only about $196,724 at 4% or $131,149 at 6%; with 50% employer match about $131,149 at 4% or $87,433 at 6%; with 100% employer match about $98,362 at 4% or $65,575 at 6%.
200619$862,394$134,165$14,907iApproximate average salary by contribution assumption: employee only about $372,681 at 4% or $248,454 at 6%; with 50% employer match about $248,454 at 4% or $165,636 at 6%; with 100% employer match about $186,340 at 4% or $124,227 at 6%.
State Street Brathaus 401(K) Profit Sharing Plan-9$862,394$134,165$14,907iApproximate average salary by contribution assumption: employee only about $372,681 at 4% or $248,454 at 6%; with 50% employer match about $248,454 at 4% or $165,636 at 6%; with 100% employer match about $186,340 at 4% or $124,227 at 6%.
2005113$666,329$133,630$10,279iApproximate average salary by contribution assumption: employee only about $256,981 at 4% or $171,321 at 6%; with 50% employer match about $171,321 at 4% or $114,214 at 6%; with 100% employer match about $128,490 at 4% or $85,660 at 6%.
State Street Brathaus 401(K) Profit Sharing Plan-13$666,329$133,630$10,279iApproximate average salary by contribution assumption: employee only about $256,981 at 4% or $171,321 at 6%; with 50% employer match about $171,321 at 4% or $114,214 at 6%; with 100% employer match about $128,490 at 4% or $85,660 at 6%.
2004111$596,588$93,846$8,531iApproximate average salary by contribution assumption: employee only about $213,286 at 4% or $142,191 at 6%; with 50% employer match about $142,191 at 4% or $94,794 at 6%; with 100% employer match about $106,643 at 4% or $71,095 at 6%.
State Street Brathaus 401(K) Profit Sharing Plan-11$596,588$93,846$8,531iApproximate average salary by contribution assumption: employee only about $213,286 at 4% or $142,191 at 6%; with 50% employer match about $142,191 at 4% or $94,794 at 6%; with 100% employer match about $106,643 at 4% or $71,095 at 6%.
2003112$545,013$92,174$7,681iApproximate average salary by contribution assumption: employee only about $192,029 at 4% or $128,019 at 6%; with 50% employer match about $128,019 at 4% or $85,346 at 6%; with 100% employer match about $96,015 at 4% or $64,010 at 6%.
State Street Brathaus 401(K) Profit Sharing Plan-12$545,013$92,174$7,681iApproximate average salary by contribution assumption: employee only about $192,029 at 4% or $128,019 at 6%; with 50% employer match about $128,019 at 4% or $85,346 at 6%; with 100% employer match about $96,015 at 4% or $64,010 at 6%.
200218$354,154$93,725$11,716iApproximate average salary by contribution assumption: employee only about $292,891 at 4% or $195,260 at 6%; with 50% employer match about $195,260 at 4% or $130,174 at 6%; with 100% employer match about $146,445 at 4% or $97,630 at 6%.
State Street Brathaus 401(K) Profit Sharing Plan-8$354,154$93,725$11,716iApproximate average salary by contribution assumption: employee only about $292,891 at 4% or $195,260 at 6%; with 50% employer match about $195,260 at 4% or $130,174 at 6%; with 100% employer match about $146,445 at 4% or $97,630 at 6%.
200128$329,754$75,968$9,496iApproximate average salary by contribution assumption: employee only about $237,400 at 4% or $158,267 at 6%; with 50% employer match about $158,267 at 4% or $105,511 at 6%; with 100% employer match about $118,700 at 4% or $79,133 at 6%.
State Street Brathaus 401(K) Profit Sharing Plan-8$329,754$45,581$5,698iApproximate average salary by contribution assumption: employee only about $142,441 at 4% or $94,960 at 6%; with 50% employer match about $94,960 at 4% or $63,307 at 6%; with 100% employer match about $71,220 at 4% or $47,480 at 6%.
STATE STREET BRATHAUS OF MADISON PENSION PLAN-0-$30,387-
2000210$168,464$0-
State Street Brathaus 401(K) Profit Sharing Plan-10$168,464--
STATE STREET BRATHAUS OF MADISON PENSION PLAN-10---