Civic Intelligence

Ritholtz Wealth Management

Plan context: Ritholtz Wealth Management LLC 401(K) Plan

EIN 46-3303127 • New York, NY • 11 filings • 3 plans

24 West 40th Street, 15th FloorNew York, NY 10018
Current Snapshot

Latest Year

2024

2024 Participants

69

2024 Assets

$10,709,298

2024 Contributions

$2,079,570

Historical Graphs

Total Assets Over Time

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

$10,709,298$5,354,649$0201420192024YearValue
$10,709,298Latest year 2024

Participants Over Time

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

69350201420192024YearValue
69Latest 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
2024169$10,709,298$2,079,570$30,139iApproximate average salary by contribution assumption: employee only about $753,467 at 4% or $502,312 at 6%; with 50% employer match about $502,312 at 4% or $334,874 at 6%; with 100% employer match about $376,734 at 4% or $251,156 at 6%.
Ritholtz Wealth Management LLC 401(K) Plan-69$10,709,298$2,079,570$30,139iApproximate average salary by contribution assumption: employee only about $753,467 at 4% or $502,312 at 6%; with 50% employer match about $502,312 at 4% or $334,874 at 6%; with 100% employer match about $376,734 at 4% or $251,156 at 6%.
2023158$8,149,952$2,357,940$40,654iApproximate average salary by contribution assumption: employee only about $1,016,353 at 4% or $677,569 at 6%; with 50% employer match about $677,569 at 4% or $451,713 at 6%; with 100% employer match about $508,177 at 4% or $338,784 at 6%.
Ritholtz Wealth Management LLC 401(K) Plan-58$8,149,952$2,357,940$40,654iApproximate average salary by contribution assumption: employee only about $1,016,353 at 4% or $677,569 at 6%; with 50% employer match about $677,569 at 4% or $451,713 at 6%; with 100% employer match about $508,177 at 4% or $338,784 at 6%.
2022154$4,916,739$1,186,123$21,965iApproximate average salary by contribution assumption: employee only about $549,131 at 4% or $366,087 at 6%; with 50% employer match about $366,087 at 4% or $244,058 at 6%; with 100% employer match about $274,566 at 4% or $183,044 at 6%.
Ritholtz Wealth Management LLC 401(K) Plan-54$4,916,739$1,186,123$21,965iApproximate average salary by contribution assumption: employee only about $549,131 at 4% or $366,087 at 6%; with 50% employer match about $366,087 at 4% or $244,058 at 6%; with 100% employer match about $274,566 at 4% or $183,044 at 6%.
2021141$4,474,278$889,106$21,686iApproximate average salary by contribution assumption: employee only about $542,138 at 4% or $361,425 at 6%; with 50% employer match about $361,425 at 4% or $240,950 at 6%; with 100% employer match about $271,069 at 4% or $180,713 at 6%.
Ritholtz Wealth Management LLC 401(K) Plan-41$4,474,278$889,106$21,686iApproximate average salary by contribution assumption: employee only about $542,138 at 4% or $361,425 at 6%; with 50% employer match about $361,425 at 4% or $240,950 at 6%; with 100% employer match about $271,069 at 4% or $180,713 at 6%.
2020132$3,006,876$666,574$20,830iApproximate average salary by contribution assumption: employee only about $520,761 at 4% or $347,174 at 6%; with 50% employer match about $347,174 at 4% or $231,449 at 6%; with 100% employer match about $260,380 at 4% or $173,587 at 6%.
Ritholtz Wealth Management LLC 401(K) Plan-32$3,006,876$666,574$20,830iApproximate average salary by contribution assumption: employee only about $520,761 at 4% or $347,174 at 6%; with 50% employer match about $347,174 at 4% or $231,449 at 6%; with 100% employer match about $260,380 at 4% or $173,587 at 6%.
2019129$2,004,394$696,322$24,011iApproximate average salary by contribution assumption: employee only about $600,278 at 4% or $400,185 at 6%; with 50% employer match about $400,185 at 4% or $266,790 at 6%; with 100% employer match about $300,139 at 4% or $200,093 at 6%.
Ritholtz Wealth Management LLC 401(K) Plan-29$2,004,394$696,322$24,011iApproximate average salary by contribution assumption: employee only about $600,278 at 4% or $400,185 at 6%; with 50% employer match about $400,185 at 4% or $266,790 at 6%; with 100% employer match about $300,139 at 4% or $200,093 at 6%.
2018123$1,056,466$413,380$17,973iApproximate average salary by contribution assumption: employee only about $449,326 at 4% or $299,551 at 6%; with 50% employer match about $299,551 at 4% or $199,700 at 6%; with 100% employer match about $224,663 at 4% or $149,775 at 6%.
Ritholtz Wealth Management LLC 401(K) Plan-23$1,056,466$413,380$17,973iApproximate average salary by contribution assumption: employee only about $449,326 at 4% or $299,551 at 6%; with 50% employer match about $299,551 at 4% or $199,700 at 6%; with 100% employer match about $224,663 at 4% or $149,775 at 6%.
2017113$756,391$262,815$20,217iApproximate average salary by contribution assumption: employee only about $505,413 at 4% or $336,942 at 6%; with 50% employer match about $336,942 at 4% or $224,628 at 6%; with 100% employer match about $252,707 at 4% or $168,471 at 6%.
Ritholtz Wealth Management LLC 401(K) Plan-13$756,391$262,815$20,217iApproximate average salary by contribution assumption: employee only about $505,413 at 4% or $336,942 at 6%; with 50% employer match about $336,942 at 4% or $224,628 at 6%; with 100% employer match about $252,707 at 4% or $168,471 at 6%.
2016113$398,164$213,769$16,444iApproximate average salary by contribution assumption: employee only about $411,094 at 4% or $274,063 at 6%; with 50% employer match about $274,063 at 4% or $182,709 at 6%; with 100% employer match about $205,547 at 4% or $137,031 at 6%.
Ritholtz Wealth Management LLC 401(K) Plan-13$398,164$213,769$16,444iApproximate average salary by contribution assumption: employee only about $411,094 at 4% or $274,063 at 6%; with 50% employer match about $274,063 at 4% or $182,709 at 6%; with 100% employer match about $205,547 at 4% or $137,031 at 6%.
201516$153,795$82,285$13,714iApproximate average salary by contribution assumption: employee only about $342,854 at 4% or $228,569 at 6%; with 50% employer match about $228,569 at 4% or $152,380 at 6%; with 100% employer match about $171,427 at 4% or $114,285 at 6%.
Ritholtz Wealth Management LLC 401(K) Plan-6$153,795$82,285$13,714iApproximate average salary by contribution assumption: employee only about $342,854 at 4% or $228,569 at 6%; with 50% employer match about $228,569 at 4% or $152,380 at 6%; with 100% employer match about $171,427 at 4% or $114,285 at 6%.
201416$63,945$64,935$10,823iApproximate average salary by contribution assumption: employee only about $270,563 at 4% or $180,375 at 6%; with 50% employer match about $180,375 at 4% or $120,250 at 6%; with 100% employer match about $135,281 at 4% or $90,188 at 6%.
Ritholtz Wealth Management LLC 401(K) Plan-6$63,945$64,935$10,823iApproximate average salary by contribution assumption: employee only about $270,563 at 4% or $180,375 at 6%; with 50% employer match about $180,375 at 4% or $120,250 at 6%; with 100% employer match about $135,281 at 4% or $90,188 at 6%.