Current Snapshot
Latest Year
2025
2025 Participants
228
2025 Assets
$7,317,029
2025 Contributions
$835,836
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 228 | $0 | $0 | - |
| Aeon Health and Welfare Plan | - | 228 | - | - | - |
| 2024 | 2 | 221 | $7,317,029 | $835,836 | $3,782iApproximate average salary by contribution assumption: employee only about $94,552 at 4% or $63,034 at 6%; with 50% employer match about $63,034 at 4% or $42,023 at 6%; with 100% employer match about $47,276 at 4% or $31,517 at 6%. |
| Aeon 403(B) Plan | - | 221 | $7,317,029 | $835,836 | $3,782iApproximate average salary by contribution assumption: employee only about $94,552 at 4% or $63,034 at 6%; with 50% employer match about $63,034 at 4% or $42,023 at 6%; with 100% employer match about $47,276 at 4% or $31,517 at 6%. |
| Aeon Health and Welfare Plan | - | 199 | - | - | - |
| 2023 | 2 | 229 | $6,281,082 | $554,395 | $2,421iApproximate average salary by contribution assumption: employee only about $60,523 at 4% or $40,349 at 6%; with 50% employer match about $40,349 at 4% or $26,899 at 6%; with 100% employer match about $30,262 at 4% or $20,174 at 6%. |
| Aeon 403(B) Plan | - | 229 | $6,281,082 | $554,395 | $2,421iApproximate average salary by contribution assumption: employee only about $60,523 at 4% or $40,349 at 6%; with 50% employer match about $40,349 at 4% or $26,899 at 6%; with 100% employer match about $30,262 at 4% or $20,174 at 6%. |
| Aeon Health and Welfare Plan | - | 209 | - | - | - |
| 2022 | 2 | 236 | $6,433,271 | $893,641 | $3,787iApproximate average salary by contribution assumption: employee only about $94,665 at 4% or $63,110 at 6%; with 50% employer match about $63,110 at 4% or $42,073 at 6%; with 100% employer match about $47,333 at 4% or $31,555 at 6%. |
| Aeon 403(B) Plan | - | 236 | $6,433,271 | $893,641 | $3,787iApproximate average salary by contribution assumption: employee only about $94,665 at 4% or $63,110 at 6%; with 50% employer match about $63,110 at 4% or $42,073 at 6%; with 100% employer match about $47,333 at 4% or $31,555 at 6%. |
| Aeon Health and Welfare Plan | - | 215 | - | - | - |
| 2021 | 2 | 229 | $7,714,005 | $959,168 | $4,189iApproximate average salary by contribution assumption: employee only about $104,713 at 4% or $69,808 at 6%; with 50% employer match about $69,808 at 4% or $46,539 at 6%; with 100% employer match about $52,356 at 4% or $34,904 at 6%. |
| Aeon 403(B) Plan | - | 229 | $7,714,005 | $959,168 | $4,189iApproximate average salary by contribution assumption: employee only about $104,713 at 4% or $69,808 at 6%; with 50% employer match about $69,808 at 4% or $46,539 at 6%; with 100% employer match about $52,356 at 4% or $34,904 at 6%. |
| Aeon Health and Welfare Plan | - | 201 | - | - | - |
| 2020 | 2 | 199 | $5,965,007 | $861,970 | $4,332iApproximate average salary by contribution assumption: employee only about $108,288 at 4% or $72,192 at 6%; with 50% employer match about $72,192 at 4% or $48,128 at 6%; with 100% employer match about $54,144 at 4% or $36,096 at 6%. |
| Aeon 403(B) Plan | - | 199 | $5,965,007 | $861,970 | $4,332iApproximate average salary by contribution assumption: employee only about $108,288 at 4% or $72,192 at 6%; with 50% employer match about $72,192 at 4% or $48,128 at 6%; with 100% employer match about $54,144 at 4% or $36,096 at 6%. |
| Aeon Health and Welfare Plan | - | 182 | - | - | - |
| 2019 | 2 | 167 | $4,746,239 | $821,963 | $4,922iApproximate average salary by contribution assumption: employee only about $123,048 at 4% or $82,032 at 6%; with 50% employer match about $82,032 at 4% or $54,688 at 6%; with 100% employer match about $61,524 at 4% or $41,016 at 6%. |
| Aeon 403(B) Plan | - | 167 | $4,746,239 | $821,963 | $4,922iApproximate average salary by contribution assumption: employee only about $123,048 at 4% or $82,032 at 6%; with 50% employer match about $82,032 at 4% or $54,688 at 6%; with 100% employer match about $61,524 at 4% or $41,016 at 6%. |
| Aeon Health and Welfare Plan | - | 115 | - | - | - |
| 2018 | 2 | 167 | $3,868,594 | $1,123,029 | $6,725iApproximate average salary by contribution assumption: employee only about $168,118 at 4% or $112,079 at 6%; with 50% employer match about $112,079 at 4% or $74,719 at 6%; with 100% employer match about $84,059 at 4% or $56,039 at 6%. |
| Aeon 403(B) Plan | - | 167 | $3,868,594 | $1,123,029 | $6,725iApproximate average salary by contribution assumption: employee only about $168,118 at 4% or $112,079 at 6%; with 50% employer match about $112,079 at 4% or $74,719 at 6%; with 100% employer match about $84,059 at 4% or $56,039 at 6%. |
| Aeon Health and Welfare Plan | - | 135 | - | - | - |
| 2017 | 2 | 153 | $3,149,144 | $622,220 | $4,067iApproximate average salary by contribution assumption: employee only about $101,670 at 4% or $67,780 at 6%; with 50% employer match about $67,780 at 4% or $45,187 at 6%; with 100% employer match about $50,835 at 4% or $33,890 at 6%. |
| Aeon 403(B) Plan | - | 153 | $3,149,144 | $622,220 | $4,067iApproximate average salary by contribution assumption: employee only about $101,670 at 4% or $67,780 at 6%; with 50% employer match about $67,780 at 4% or $45,187 at 6%; with 100% employer match about $50,835 at 4% or $33,890 at 6%. |
| Aeon Health and Welfare Plan | - | 127 | - | - | - |
| 2016 | 2 | 146 | $2,190,357 | $334,327 | $2,290iApproximate average salary by contribution assumption: employee only about $57,248 at 4% or $38,165 at 6%; with 50% employer match about $38,165 at 4% or $25,443 at 6%; with 100% employer match about $28,624 at 4% or $19,083 at 6%. |
| Aeon 403(B) Plan | - | 146 | $2,190,357 | $334,327 | $2,290iApproximate average salary by contribution assumption: employee only about $57,248 at 4% or $38,165 at 6%; with 50% employer match about $38,165 at 4% or $25,443 at 6%; with 100% employer match about $28,624 at 4% or $19,083 at 6%. |
| Aeon Health and Welfare Plan | - | 126 | - | - | - |
| 2015 | 1 | 121 | $1,912,991 | $332,662 | $2,749iApproximate average salary by contribution assumption: employee only about $68,732 at 4% or $45,821 at 6%; with 50% employer match about $45,821 at 4% or $30,547 at 6%; with 100% employer match about $34,366 at 4% or $22,911 at 6%. |
| Aeon 403(B) Plan | - | 121 | $1,912,991 | $332,662 | $2,749iApproximate average salary by contribution assumption: employee only about $68,732 at 4% or $45,821 at 6%; with 50% employer match about $45,821 at 4% or $30,547 at 6%; with 100% employer match about $34,366 at 4% or $22,911 at 6%. |
| 2014 | 1 | 102 | $1,828,526 | $650,272 | $6,375iApproximate average salary by contribution assumption: employee only about $159,380 at 4% or $106,254 at 6%; with 50% employer match about $106,254 at 4% or $70,836 at 6%; with 100% employer match about $79,690 at 4% or $53,127 at 6%. |
| Aeon 403(B) Plan | - | 102 | $1,828,526 | $650,272 | $6,375iApproximate average salary by contribution assumption: employee only about $159,380 at 4% or $106,254 at 6%; with 50% employer match about $106,254 at 4% or $70,836 at 6%; with 100% employer match about $79,690 at 4% or $53,127 at 6%. |
| 2013 | 2 | 57 | $1,207,738 | $136,033 | $2,387iApproximate average salary by contribution assumption: employee only about $59,664 at 4% or $39,776 at 6%; with 50% employer match about $39,776 at 4% or $26,517 at 6%; with 100% employer match about $29,832 at 4% or $19,888 at 6%. |
| Aeon 403(B) Plan | - | 57 | $1,207,738 | $136,033 | $2,387iApproximate average salary by contribution assumption: employee only about $59,664 at 4% or $39,776 at 6%; with 50% employer match about $39,776 at 4% or $26,517 at 6%; with 100% employer match about $29,832 at 4% or $19,888 at 6%. |
| Aeon Retirement Plan and Trust | - | 0 | - | - | - |
| 2012 | 2 | 94 | $1,362,305 | $224,133 | $2,384iApproximate average salary by contribution assumption: employee only about $59,610 at 4% or $39,740 at 6%; with 50% employer match about $39,740 at 4% or $26,493 at 6%; with 100% employer match about $29,805 at 4% or $19,870 at 6%. |
| Aeon 403(B) Plan | - | 58 | $889,010 | $125,115 | $2,157iApproximate average salary by contribution assumption: employee only about $53,929 at 4% or $35,953 at 6%; with 50% employer match about $35,953 at 4% or $23,968 at 6%; with 100% employer match about $26,964 at 4% or $17,976 at 6%. |
| Aeon Retirement Plan and Trust | - | 94 | $473,295 | $99,018 | $1,053iApproximate average salary by contribution assumption: employee only about $26,335 at 4% or $17,556 at 6%; with 50% employer match about $17,556 at 4% or $11,704 at 6%; with 100% employer match about $13,167 at 4% or $8,778 at 6%. |
| 2011 | 2 | 118 | $1,107,369 | $216,274 | $1,833iApproximate average salary by contribution assumption: employee only about $45,821 at 4% or $30,547 at 6%; with 50% employer match about $30,547 at 4% or $20,365 at 6%; with 100% employer match about $22,910 at 4% or $15,274 at 6%. |
| Aeon 403(B) Plan | - | 54 | $758,312 | $114,518 | $2,121iApproximate average salary by contribution assumption: employee only about $53,018 at 4% or $35,345 at 6%; with 50% employer match about $35,345 at 4% or $23,563 at 6%; with 100% employer match about $26,509 at 4% or $17,673 at 6%. |
| Aeon Retirement Plan and Trust | - | 118 | $349,057 | $101,756 | $862iApproximate average salary by contribution assumption: employee only about $21,558 at 4% or $14,372 at 6%; with 50% employer match about $14,372 at 4% or $9,582 at 6%; with 100% employer match about $10,779 at 4% or $7,186 at 6%. |
| 2010 | 3 | 93 | $1,618,985 | $228,746 | $2,460iApproximate average salary by contribution assumption: employee only about $61,491 at 4% or $40,994 at 6%; with 50% employer match about $40,994 at 4% or $27,329 at 6%; with 100% employer match about $30,745 at 4% or $20,497 at 6%. |
| Aeon Retirement Plan and Trust | - | 19 | $680,105 | $114,373 | $6,020iApproximate average salary by contribution assumption: employee only about $150,491 at 4% or $100,327 at 6%; with 50% employer match about $100,327 at 4% or $66,885 at 6%; with 100% employer match about $75,245 at 4% or $50,164 at 6%. |
| Aeon 403(B) Plan | - | 19 | $680,105 | $114,373 | $6,020iApproximate average salary by contribution assumption: employee only about $150,491 at 4% or $100,327 at 6%; with 50% employer match about $100,327 at 4% or $66,885 at 6%; with 100% employer match about $75,245 at 4% or $50,164 at 6%. |
| Aeon Retirement Plan and Trust | - | 93 | $258,775 | - | - |
| 2009 | 3 | 93 | $1,260,129 | $185,702 | $1,997iApproximate average salary by contribution assumption: employee only about $49,920 at 4% or $33,280 at 6%; with 50% employer match about $33,280 at 4% or $22,187 at 6%; with 100% employer match about $24,960 at 4% or $16,640 at 6%. |
| Aeon Retirement Plan and Trust | - | 18 | $508,681 | $50,790 | $2,822iApproximate average salary by contribution assumption: employee only about $70,542 at 4% or $47,028 at 6%; with 50% employer match about $47,028 at 4% or $31,352 at 6%; with 100% employer match about $35,271 at 4% or $23,514 at 6%. |
| Aeon 403(B) Plan | - | 18 | $508,681 | $50,790 | $2,822iApproximate average salary by contribution assumption: employee only about $70,542 at 4% or $47,028 at 6%; with 50% employer match about $47,028 at 4% or $31,352 at 6%; with 100% employer match about $35,271 at 4% or $23,514 at 6%. |
| Aeon Retirement Plan and Trust | - | 93 | $242,767 | $84,122 | $905iApproximate average salary by contribution assumption: employee only about $22,613 at 4% or $15,076 at 6%; with 50% employer match about $15,076 at 4% or $10,050 at 6%; with 100% employer match about $11,307 at 4% or $7,538 at 6%. |
| 2008 | 1 | 15 | $129,044 | $25,000 | $1,667iApproximate average salary by contribution assumption: employee only about $41,667 at 4% or $27,778 at 6%; with 50% employer match about $27,778 at 4% or $18,519 at 6%; with 100% employer match about $20,833 at 4% or $13,889 at 6%. |
| Aeon Retirement Plan and Trust | - | 15 | $129,044 | $25,000 | $1,667iApproximate average salary by contribution assumption: employee only about $41,667 at 4% or $27,778 at 6%; with 50% employer match about $27,778 at 4% or $18,519 at 6%; with 100% employer match about $20,833 at 4% or $13,889 at 6%. |
| 2007 | 1 | 17 | $166,325 | $15,866 | $933iApproximate average salary by contribution assumption: employee only about $23,332 at 4% or $15,555 at 6%; with 50% employer match about $15,555 at 4% or $10,370 at 6%; with 100% employer match about $11,666 at 4% or $7,777 at 6%. |
| Aeon Retirement Plan and Trust | - | 17 | $166,325 | $15,866 | $933iApproximate average salary by contribution assumption: employee only about $23,332 at 4% or $15,555 at 6%; with 50% employer match about $15,555 at 4% or $10,370 at 6%; with 100% employer match about $11,666 at 4% or $7,777 at 6%. |
| 2006 | 1 | 21 | $154,417 | $23,906 | $1,138iApproximate average salary by contribution assumption: employee only about $28,460 at 4% or $18,973 at 6%; with 50% employer match about $18,973 at 4% or $12,649 at 6%; with 100% employer match about $14,230 at 4% or $9,487 at 6%. |
| Aeon Retirement Plan and Trust | - | 21 | $154,417 | $23,906 | $1,138iApproximate average salary by contribution assumption: employee only about $28,460 at 4% or $18,973 at 6%; with 50% employer match about $18,973 at 4% or $12,649 at 6%; with 100% employer match about $14,230 at 4% or $9,487 at 6%. |
| 2005 | 1 | 22 | $140,878 | $31,097 | $1,414iApproximate average salary by contribution assumption: employee only about $35,338 at 4% or $23,558 at 6%; with 50% employer match about $23,558 at 4% or $15,706 at 6%; with 100% employer match about $17,669 at 4% or $11,779 at 6%. |
| Aeon Retirement Plan and Trust | - | 22 | $140,878 | $31,097 | $1,414iApproximate average salary by contribution assumption: employee only about $35,338 at 4% or $23,558 at 6%; with 50% employer match about $23,558 at 4% or $15,706 at 6%; with 100% employer match about $17,669 at 4% or $11,779 at 6%. |
| 2004 | 1 | 19 | $108,081 | $28,842 | $1,518iApproximate average salary by contribution assumption: employee only about $37,950 at 4% or $25,300 at 6%; with 50% employer match about $25,300 at 4% or $16,867 at 6%; with 100% employer match about $18,975 at 4% or $12,650 at 6%. |
| Aeon Retirement Plan and Trust | - | 19 | $108,081 | $28,842 | $1,518iApproximate average salary by contribution assumption: employee only about $37,950 at 4% or $25,300 at 6%; with 50% employer match about $25,300 at 4% or $16,867 at 6%; with 100% employer match about $18,975 at 4% or $12,650 at 6%. |
| 2003 | 1 | 16 | $72,621 | $16,428 | $1,027iApproximate average salary by contribution assumption: employee only about $25,669 at 4% or $17,113 at 6%; with 50% employer match about $17,113 at 4% or $11,408 at 6%; with 100% employer match about $12,834 at 4% or $8,556 at 6%. |
| Aeon Retirement Plan and Trust | - | 16 | $72,621 | $16,428 | $1,027iApproximate average salary by contribution assumption: employee only about $25,669 at 4% or $17,113 at 6%; with 50% employer match about $17,113 at 4% or $11,408 at 6%; with 100% employer match about $12,834 at 4% or $8,556 at 6%. |
| 2002 | 1 | 19 | $50,760 | $23,539 | $1,239iApproximate average salary by contribution assumption: employee only about $30,972 at 4% or $20,648 at 6%; with 50% employer match about $20,648 at 4% or $13,765 at 6%; with 100% employer match about $15,486 at 4% or $10,324 at 6%. |
| Aeon Retirement Plan and Trust | - | 19 | $50,760 | $23,539 | $1,239iApproximate average salary by contribution assumption: employee only about $30,972 at 4% or $20,648 at 6%; with 50% employer match about $20,648 at 4% or $13,765 at 6%; with 100% employer match about $15,486 at 4% or $10,324 at 6%. |
| 2001 | 1 | 15 | $0 | $0 | - |
| Aeon Retirement Plan and Trust | - | 15 | - | - | - |
| 2000 | 1 | 9 | $0 | $0 | - |
| Aeon Retirement Plan and Trust | - | 9 | - | - | - |