Dewitt Ross & Stevens
Plan context: Dewitt Ross & Stevens, S.C. Savings Plan and Trust Agreement
EIN 39-1804522 • Madison, WI • 70 filings • 9 plans
Current Snapshot
Latest Year
2024
2024 Participants
227
2024 Assets
$145,053,529
2024 Contributions
$7,013,161
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 | 227 | $145,053,529 | $7,013,161 | $30,895iApproximate average salary by contribution assumption: employee only about $772,375 at 4% or $514,916 at 6%; with 50% employer match about $514,916 at 4% or $343,278 at 6%; with 100% employer match about $386,187 at 4% or $257,458 at 6%. |
| Dewitt Ross & Stevens, S.C. Savings Plan and Trust Agreement | - | 227 | $145,053,529 | $7,013,161 | $30,895iApproximate average salary by contribution assumption: employee only about $772,375 at 4% or $514,916 at 6%; with 50% employer match about $514,916 at 4% or $343,278 at 6%; with 100% employer match about $386,187 at 4% or $257,458 at 6%. |
| Dewitt LLP Erisa Wrap Plan | - | 225 | - | - | - |
| 2023 | 2 | 244 | $130,204,277 | $6,618,396 | $27,125iApproximate average salary by contribution assumption: employee only about $678,114 at 4% or $452,076 at 6%; with 50% employer match about $452,076 at 4% or $301,384 at 6%; with 100% employer match about $339,057 at 4% or $226,038 at 6%. |
| Dewitt Ross & Stevens, S.C. Savings Plan and Trust Agreement | - | 244 | $130,204,277 | $6,618,396 | $27,125iApproximate average salary by contribution assumption: employee only about $678,114 at 4% or $452,076 at 6%; with 50% employer match about $452,076 at 4% or $301,384 at 6%; with 100% employer match about $339,057 at 4% or $226,038 at 6%. |
| Dewitt LLP Erisa Wrap Plan | - | 213 | - | - | - |
| 2022 | 2 | 231 | $115,179,216 | $6,936,925 | $30,030iApproximate average salary by contribution assumption: employee only about $750,749 at 4% or $500,500 at 6%; with 50% employer match about $500,500 at 4% or $333,666 at 6%; with 100% employer match about $375,375 at 4% or $250,250 at 6%. |
| Dewitt Ross & Stevens, S.C. Savings Plan and Trust Agreement | - | 231 | $115,179,216 | $6,936,925 | $30,030iApproximate average salary by contribution assumption: employee only about $750,749 at 4% or $500,500 at 6%; with 50% employer match about $500,500 at 4% or $333,666 at 6%; with 100% employer match about $375,375 at 4% or $250,250 at 6%. |
| Dewitt LLP Erisa Wrap Plan | - | 213 | - | - | - |
| 2021 | 2 | 239 | $135,702,925 | $6,022,607 | $25,199iApproximate average salary by contribution assumption: employee only about $629,980 at 4% or $419,987 at 6%; with 50% employer match about $419,987 at 4% or $279,991 at 6%; with 100% employer match about $314,990 at 4% or $209,993 at 6%. |
| Dewitt Ross & Stevens, S.C. Savings Plan and Trust Agreement | - | 239 | $135,702,925 | $6,022,607 | $25,199iApproximate average salary by contribution assumption: employee only about $629,980 at 4% or $419,987 at 6%; with 50% employer match about $419,987 at 4% or $279,991 at 6%; with 100% employer match about $314,990 at 4% or $209,993 at 6%. |
| Dewitt Ross & Stevens Life & Ltd Plan | - | 0 | - | - | - |
| 2020 | 2 | 225 | $119,122,142 | $5,190,151 | $23,067iApproximate average salary by contribution assumption: employee only about $576,683 at 4% or $384,456 at 6%; with 50% employer match about $384,456 at 4% or $256,304 at 6%; with 100% employer match about $288,342 at 4% or $192,228 at 6%. |
| Dewitt Ross & Stevens, S.C. Savings Plan and Trust Agreement | - | 225 | $119,122,142 | $5,190,151 | $23,067iApproximate average salary by contribution assumption: employee only about $576,683 at 4% or $384,456 at 6%; with 50% employer match about $384,456 at 4% or $256,304 at 6%; with 100% employer match about $288,342 at 4% or $192,228 at 6%. |
| Dewitt Ross & Stevens Life & Ltd Plan | - | 199 | - | - | - |
| 2019 | 2 | 227 | $100,719,279 | $3,925,274 | $17,292iApproximate average salary by contribution assumption: employee only about $432,299 at 4% or $288,199 at 6%; with 50% employer match about $288,199 at 4% or $192,133 at 6%; with 100% employer match about $216,149 at 4% or $144,100 at 6%. |
| Dewitt Ross & Stevens, S.C. Savings Plan and Trust Agreement | - | 227 | $100,719,279 | $3,925,274 | $17,292iApproximate average salary by contribution assumption: employee only about $432,299 at 4% or $288,199 at 6%; with 50% employer match about $288,199 at 4% or $192,133 at 6%; with 100% employer match about $216,149 at 4% or $144,100 at 6%. |
| Dewitt Ross & Stevens Life & Ltd Plan | - | 204 | - | - | - |
| 2018 | 3 | 264 | $93,375,756 | $4,791,570 | $18,150iApproximate average salary by contribution assumption: employee only about $453,747 at 4% or $302,498 at 6%; with 50% employer match about $302,498 at 4% or $201,665 at 6%; with 100% employer match about $226,874 at 4% or $151,249 at 6%. |
| Dewitt Ross & Stevens, S.C. Savings Plan and Trust Agreement | - | 226 | $93,375,756 | $4,791,570 | $21,202iApproximate average salary by contribution assumption: employee only about $530,041 at 4% or $353,361 at 6%; with 50% employer match about $353,361 at 4% or $235,574 at 6%; with 100% employer match about $265,020 at 4% or $176,680 at 6%. |
| Dewitt Ross & Stevens Life & Ltd Plan | - | 264 | - | - | - |
| Dewitt, Ross & Stevens, S.C. Flexible Compensation Plan | - | 0 | - | - | - |
| 2017 | 3 | 264 | $99,979,457 | $7,383,499 | $27,968iApproximate average salary by contribution assumption: employee only about $699,195 at 4% or $466,130 at 6%; with 50% employer match about $466,130 at 4% or $310,753 at 6%; with 100% employer match about $349,597 at 4% or $233,065 at 6%. |
| Dewitt Ross & Stevens, S.C. Savings Plan and Trust Agreement | - | 232 | $99,979,457 | $7,383,499 | $31,825iApproximate average salary by contribution assumption: employee only about $795,636 at 4% or $530,424 at 6%; with 50% employer match about $530,424 at 4% or $353,616 at 6%; with 100% employer match about $397,818 at 4% or $265,212 at 6%. |
| Dewitt Ross & Stevens Life & Ltd Plan | - | 264 | - | - | - |
| Dewitt, Ross & Stevens, S.C. Flexible Compensation Plan | - | 153 | - | - | - |
| 2016 | 3 | 249 | $81,407,628 | $10,797,363 | $43,363iApproximate average salary by contribution assumption: employee only about $1,084,073 at 4% or $722,715 at 6%; with 50% employer match about $722,715 at 4% or $481,810 at 6%; with 100% employer match about $542,036 at 4% or $361,358 at 6%. |
| Dewitt Ross & Stevens, S.C. Savings Plan and Trust Agreement | - | 215 | $81,407,628 | $10,797,363 | $50,220iApproximate average salary by contribution assumption: employee only about $1,255,507 at 4% or $837,005 at 6%; with 50% employer match about $837,005 at 4% or $558,003 at 6%; with 100% employer match about $627,754 at 4% or $418,502 at 6%. |
| Dewitt Ross & Stevens Life & Ltd Plan | - | 249 | - | - | - |
| Dewitt, Ross & Stevens, S.C. Flexible Compensation Plan | - | 143 | - | - | - |
| 2015 | 3 | 225 | $67,458,821 | $8,529,477 | $37,909iApproximate average salary by contribution assumption: employee only about $947,720 at 4% or $631,813 at 6%; with 50% employer match about $631,813 at 4% or $421,209 at 6%; with 100% employer match about $473,860 at 4% or $315,907 at 6%. |
| Dewitt Ross & Stevens, S.C. Savings Plan and Trust Agreement | - | 186 | $67,458,821 | $8,529,477 | $45,857iApproximate average salary by contribution assumption: employee only about $1,146,435 at 4% or $764,290 at 6%; with 50% employer match about $764,290 at 4% or $509,527 at 6%; with 100% employer match about $573,218 at 4% or $382,145 at 6%. |
| Dewitt, Ross & Stevens, S.C. Flexible Compensation Plan | - | 138 | - | - | - |
| Dewitt Ross & Stevens Life & Ltd Plan | - | 225 | - | - | - |
| 2014 | 3 | 190 | $62,333,078 | $7,202,712 | $37,909iApproximate average salary by contribution assumption: employee only about $947,725 at 4% or $631,817 at 6%; with 50% employer match about $631,817 at 4% or $421,211 at 6%; with 100% employer match about $473,863 at 4% or $315,908 at 6%. |
| Dewitt Ross & Stevens, S.C. Savings Plan and Trust Agreement | - | 190 | $62,333,078 | $7,202,712 | $37,909iApproximate average salary by contribution assumption: employee only about $947,725 at 4% or $631,817 at 6%; with 50% employer match about $631,817 at 4% or $421,211 at 6%; with 100% employer match about $473,863 at 4% or $315,908 at 6%. |
| Dewitt, Ross & Stevens, S.C. Flexible Compensation Plan | - | 141 | - | - | - |
| Dewitt Ross & Stevens Life & Ltd Plan | - | 177 | - | - | - |
| 2013 | 3 | 185 | $56,191,713 | $3,032,686 | $16,393iApproximate average salary by contribution assumption: employee only about $409,822 at 4% or $273,215 at 6%; with 50% employer match about $273,215 at 4% or $182,143 at 6%; with 100% employer match about $204,911 at 4% or $136,607 at 6%. |
| Dewitt Ross & Stevens, S.C. Savings Plan and Trust Agreement | - | 185 | $56,191,713 | $3,032,686 | $16,393iApproximate average salary by contribution assumption: employee only about $409,822 at 4% or $273,215 at 6%; with 50% employer match about $273,215 at 4% or $182,143 at 6%; with 100% employer match about $204,911 at 4% or $136,607 at 6%. |
| Dewitt Ross & Stevens Life & Ltd Plan | - | 178 | - | - | - |
| Dewitt, Ross & Stevens, S.C. Flexible Compensation Plan | - | 124 | - | - | - |
| 2012 | 3 | 152 | $47,523,243 | $2,838,605 | $18,675iApproximate average salary by contribution assumption: employee only about $466,876 at 4% or $311,251 at 6%; with 50% employer match about $311,251 at 4% or $207,500 at 6%; with 100% employer match about $233,438 at 4% or $155,625 at 6%. |
| Dewitt Ross & Stevens, S.C. Savings Plan and Trust Agreement | - | 152 | $47,523,243 | $2,838,605 | $18,675iApproximate average salary by contribution assumption: employee only about $466,876 at 4% or $311,251 at 6%; with 50% employer match about $311,251 at 4% or $207,500 at 6%; with 100% employer match about $233,438 at 4% or $155,625 at 6%. |
| Dewitt Ross & Stevens Life & Ltd Plan | - | 142 | - | - | - |
| Dewitt, Ross & Stevens, S.C. Flexible Compensation Plan | - | 122 | - | - | - |
| 2011 | 3 | 161 | $41,522,161 | $3,107,744 | $19,303iApproximate average salary by contribution assumption: employee only about $482,569 at 4% or $321,713 at 6%; with 50% employer match about $321,713 at 4% or $214,475 at 6%; with 100% employer match about $241,284 at 4% or $160,856 at 6%. |
| Dewitt Ross & Stevens, S.C. Savings Plan and Trust Agreement | - | 161 | $41,522,161 | $3,107,744 | $19,303iApproximate average salary by contribution assumption: employee only about $482,569 at 4% or $321,713 at 6%; with 50% employer match about $321,713 at 4% or $214,475 at 6%; with 100% employer match about $241,284 at 4% or $160,856 at 6%. |
| Dewitt Ross & Stevens Life & Ltd Plan | - | 144 | - | - | - |
| Dewitt, Ross & Stevens, S.C. Flexible Compensation Plan | - | 130 | - | - | - |
| 2010 | 3 | 155 | $40,979,237 | $2,894,326 | $18,673iApproximate average salary by contribution assumption: employee only about $466,827 at 4% or $311,218 at 6%; with 50% employer match about $311,218 at 4% or $207,479 at 6%; with 100% employer match about $233,413 at 4% or $155,609 at 6%. |
| Dewitt Ross & Stevens, S.C. Savings Plan and Trust Agreement | - | 155 | $40,979,237 | $2,894,326 | $18,673iApproximate average salary by contribution assumption: employee only about $466,827 at 4% or $311,218 at 6%; with 50% employer match about $311,218 at 4% or $207,479 at 6%; with 100% employer match about $233,413 at 4% or $155,609 at 6%. |
| Dewitt, Ross & Stevens, S.C. Flexible Compensation Plan | - | 127 | - | - | - |
| Dewitt Ross & Stevens Life & Ltd Plan | - | 137 | - | - | - |
| 2009 | 3 | 157 | $35,308,728 | $2,676,597 | $17,048iApproximate average salary by contribution assumption: employee only about $426,210 at 4% or $284,140 at 6%; with 50% employer match about $284,140 at 4% or $189,427 at 6%; with 100% employer match about $213,105 at 4% or $142,070 at 6%. |
| Dewitt Ross & Stevens, S.C. Savings Plan and Trust Agreement | - | 157 | $35,308,728 | $2,676,597 | $17,048iApproximate average salary by contribution assumption: employee only about $426,210 at 4% or $284,140 at 6%; with 50% employer match about $284,140 at 4% or $189,427 at 6%; with 100% employer match about $213,105 at 4% or $142,070 at 6%. |
| Dewitt, Ross & Stevens, S.C. Flexible Compensation Plan | - | 127 | - | - | - |
| Dewitt Ross & Stevens Life & Ltd Plan | - | 139 | - | - | - |
| 2008 | 3 | 159 | $26,003,967 | $2,675,643 | $16,828iApproximate average salary by contribution assumption: employee only about $420,699 at 4% or $280,466 at 6%; with 50% employer match about $280,466 at 4% or $186,977 at 6%; with 100% employer match about $210,349 at 4% or $140,233 at 6%. |
| Dewitt Ross & Stevens, S.C. Savings Plan and Trust Agreement | - | 159 | $26,003,967 | $2,675,643 | $16,828iApproximate average salary by contribution assumption: employee only about $420,699 at 4% or $280,466 at 6%; with 50% employer match about $280,466 at 4% or $186,977 at 6%; with 100% employer match about $210,349 at 4% or $140,233 at 6%. |
| Dewitt, Ross & Stevens, S.C. Flexible Compensation Plan | - | 117 | - | - | - |
| Dewitt Ross & Stevens Life & Ltd Plan | - | 143 | - | - | - |
| 2007 | 3 | 155 | $40,524,285 | $2,664,822 | $17,192iApproximate average salary by contribution assumption: employee only about $429,810 at 4% or $286,540 at 6%; with 50% employer match about $286,540 at 4% or $191,027 at 6%; with 100% employer match about $214,905 at 4% or $143,270 at 6%. |
| Dewitt Ross & Stevens, S.C. Savings Plan and Trust Agreement | - | 155 | $40,524,285 | $2,664,822 | $17,192iApproximate average salary by contribution assumption: employee only about $429,810 at 4% or $286,540 at 6%; with 50% employer match about $286,540 at 4% or $191,027 at 6%; with 100% employer match about $214,905 at 4% or $143,270 at 6%. |
| Dewitt, Ross & Stevens, S.C. Flexible Compensation Plan | - | 124 | - | - | - |
| Dewitt Ross & Stevens Life & Ltd Plan | - | 147 | - | - | - |
| 2006 | 3 | 161 | $38,136,156 | $2,561,682 | $15,911iApproximate average salary by contribution assumption: employee only about $397,777 at 4% or $265,184 at 6%; with 50% employer match about $265,184 at 4% or $176,790 at 6%; with 100% employer match about $198,888 at 4% or $132,592 at 6%. |
| Dewitt Ross & Stevens, S.C. Savings Plan and Trust Agreement | - | 161 | $38,136,156 | $2,561,682 | $15,911iApproximate average salary by contribution assumption: employee only about $397,777 at 4% or $265,184 at 6%; with 50% employer match about $265,184 at 4% or $176,790 at 6%; with 100% employer match about $198,888 at 4% or $132,592 at 6%. |
| Dewitt, Ross & Stevens, S.C. Flexible Compensation Plan | - | 115 | - | - | - |
| Dewitt Ross & Stevens Life & Ltd Plan | - | 146 | - | - | - |
| 2005 | 3 | 151 | $32,115,314 | $1,996,622 | $13,223iApproximate average salary by contribution assumption: employee only about $330,567 at 4% or $220,378 at 6%; with 50% employer match about $220,378 at 4% or $146,918 at 6%; with 100% employer match about $165,283 at 4% or $110,189 at 6%. |
| Dewitt Ross & Stevens, S.C. Savings Plan and Trust Agreement | - | 151 | $32,115,314 | $1,996,622 | $13,223iApproximate average salary by contribution assumption: employee only about $330,567 at 4% or $220,378 at 6%; with 50% employer match about $220,378 at 4% or $146,918 at 6%; with 100% employer match about $165,283 at 4% or $110,189 at 6%. |
| Dewitt, Ross & Stevens, S.C. Flexible Compensation Plan | - | 127 | - | - | - |
| Dewitt Ross & Stevens Life & Ltd Plan | - | 134 | - | - | - |
| 2004 | 3 | 153 | $28,640,629 | $2,175,273 | $14,217iApproximate average salary by contribution assumption: employee only about $355,437 at 4% or $236,958 at 6%; with 50% employer match about $236,958 at 4% or $157,972 at 6%; with 100% employer match about $177,718 at 4% or $118,479 at 6%. |
| Dewitt Ross & Stevens, S.C. Savings Plan and Trust Agreement | - | 153 | $28,640,629 | $2,175,273 | $14,217iApproximate average salary by contribution assumption: employee only about $355,437 at 4% or $236,958 at 6%; with 50% employer match about $236,958 at 4% or $157,972 at 6%; with 100% employer match about $177,718 at 4% or $118,479 at 6%. |
| Dewitt, Ross & Stevens, S.C. Flexible Compensation Plan | - | 141 | - | - | - |
| Dewitt Ross & Stevens Life & Ltd Plan | - | 136 | - | - | - |
| 2003 | 3 | 181 | $23,931,264 | $2,199,769 | $12,153iApproximate average salary by contribution assumption: employee only about $303,835 at 4% or $202,557 at 6%; with 50% employer match about $202,557 at 4% or $135,038 at 6%; with 100% employer match about $151,918 at 4% or $101,278 at 6%. |
| Dewitt Ross & Stevens, S.C. Savings Plan and Trust Agreement | - | 181 | $23,931,264 | $2,199,769 | $12,153iApproximate average salary by contribution assumption: employee only about $303,835 at 4% or $202,557 at 6%; with 50% employer match about $202,557 at 4% or $135,038 at 6%; with 100% employer match about $151,918 at 4% or $101,278 at 6%. |
| Dewitt, Ross & Stevens, S.C. Flexible Compensation Plan | - | 130 | - | - | - |
| Dewitt Ross & Stevens Life & Ltd Plan | - | 134 | - | - | - |
| 2002 | 2 | 145 | $17,349,002 | $1,917,378 | $13,223iApproximate average salary by contribution assumption: employee only about $330,582 at 4% or $220,388 at 6%; with 50% employer match about $220,388 at 4% or $146,926 at 6%; with 100% employer match about $165,291 at 4% or $110,194 at 6%. |
| Dewitt Ross & Stevens, S.C. Savings Plan and Trust Agreement | - | 145 | $17,349,002 | $1,917,378 | $13,223iApproximate average salary by contribution assumption: employee only about $330,582 at 4% or $220,388 at 6%; with 50% employer match about $220,388 at 4% or $146,926 at 6%; with 100% employer match about $165,291 at 4% or $110,194 at 6%. |
| Dewitt Ross & Stevens Life & Ltd Plan | - | 123 | - | - | - |
| 2001 | 2 | 131 | $19,557,512 | $1,573,526 | $12,012iApproximate average salary by contribution assumption: employee only about $300,291 at 4% or $200,194 at 6%; with 50% employer match about $200,194 at 4% or $133,463 at 6%; with 100% employer match about $150,146 at 4% or $100,097 at 6%. |
| Dewitt Ross & Stevens, S.C. Savings Plan and Trust Agreement | - | 131 | $19,557,512 | $1,573,526 | $12,012iApproximate average salary by contribution assumption: employee only about $300,291 at 4% or $200,194 at 6%; with 50% employer match about $200,194 at 4% or $133,463 at 6%; with 100% employer match about $150,146 at 4% or $100,097 at 6%. |
| Dewitt Ross & Stevens Life & Ltd Plan | - | 106 | - | - | - |
| 2000 | 3 | 113 | $0 | $0 | - |
| Dewitt Ross & Stevens Life & Ltd Plan | - | 99 | - | - | - |
| Dewitt, Ross & Stevens, S.C. Flexible Compensation Plan | - | 100 | - | - | - |
| Dewitt Ross & Stevens, S.C. Savings Plan and Trust Agreement | - | 113 | - | - | - |
| 1999 | 3 | 107 | $26,513,675 | $1,242,313 | $11,610iApproximate average salary by contribution assumption: employee only about $290,260 at 4% or $193,507 at 6%; with 50% employer match about $193,507 at 4% or $129,004 at 6%; with 100% employer match about $145,130 at 4% or $96,753 at 6%. |
| Dewitt Ross & Stevens, S.C. Savings Plan and Trust Agreement | - | 107 | $26,513,675 | $1,242,313 | $11,610iApproximate average salary by contribution assumption: employee only about $290,260 at 4% or $193,507 at 6%; with 50% employer match about $193,507 at 4% or $129,004 at 6%; with 100% employer match about $145,130 at 4% or $96,753 at 6%. |
| Dewitt, Ross & Stevens, S.C. Flexible Compensation Plan | - | 90 | - | - | - |
| Dewitt Ross & Stevens Life & Ltd Plan | - | 97 | - | - | - |