Current Snapshot
Latest Year
2024
2024 Participants
174
2024 Assets
$16,947,302
2024 Contributions
$1,426,106
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 | 1 | 174 | $16,947,302 | $1,426,106 | $8,196iApproximate average salary by contribution assumption: employee only about $204,900 at 4% or $136,600 at 6%; with 50% employer match about $136,600 at 4% or $91,067 at 6%; with 100% employer match about $102,450 at 4% or $68,300 at 6%. |
| Exchange Company 401(K) Plan | - | 174 | $16,947,302 | $1,426,106 | $8,196iApproximate average salary by contribution assumption: employee only about $204,900 at 4% or $136,600 at 6%; with 50% employer match about $136,600 at 4% or $91,067 at 6%; with 100% employer match about $102,450 at 4% or $68,300 at 6%. |
| 2023 | 1 | 173 | $15,086,823 | $1,252,056 | $7,237iApproximate average salary by contribution assumption: employee only about $180,933 at 4% or $120,622 at 6%; with 50% employer match about $120,622 at 4% or $80,415 at 6%; with 100% employer match about $90,466 at 4% or $60,311 at 6%. |
| Exchange Company 401(K) Plan | - | 173 | $15,086,823 | $1,252,056 | $7,237iApproximate average salary by contribution assumption: employee only about $180,933 at 4% or $120,622 at 6%; with 50% employer match about $120,622 at 4% or $80,415 at 6%; with 100% employer match about $90,466 at 4% or $60,311 at 6%. |
| 2022 | 1 | 170 | $12,742,890 | $1,172,616 | $6,898iApproximate average salary by contribution assumption: employee only about $172,444 at 4% or $114,962 at 6%; with 50% employer match about $114,962 at 4% or $76,642 at 6%; with 100% employer match about $86,222 at 4% or $57,481 at 6%. |
| Exchange Company 401(K) Plan | - | 170 | $12,742,890 | $1,172,616 | $6,898iApproximate average salary by contribution assumption: employee only about $172,444 at 4% or $114,962 at 6%; with 50% employer match about $114,962 at 4% or $76,642 at 6%; with 100% employer match about $86,222 at 4% or $57,481 at 6%. |
| 2021 | 1 | 177 | $14,808,739 | $1,253,375 | $7,081iApproximate average salary by contribution assumption: employee only about $177,030 at 4% or $118,020 at 6%; with 50% employer match about $118,020 at 4% or $78,680 at 6%; with 100% employer match about $88,515 at 4% or $59,010 at 6%. |
| Exchange Company 401(K) Plan | - | 177 | $14,808,739 | $1,253,375 | $7,081iApproximate average salary by contribution assumption: employee only about $177,030 at 4% or $118,020 at 6%; with 50% employer match about $118,020 at 4% or $78,680 at 6%; with 100% employer match about $88,515 at 4% or $59,010 at 6%. |
| 2020 | 1 | 167 | $12,902,817 | $1,261,044 | $7,551iApproximate average salary by contribution assumption: employee only about $188,779 at 4% or $125,853 at 6%; with 50% employer match about $125,853 at 4% or $83,902 at 6%; with 100% employer match about $94,390 at 4% or $62,926 at 6%. |
| Exchange Company 401(K) Plan | - | 167 | $12,902,817 | $1,261,044 | $7,551iApproximate average salary by contribution assumption: employee only about $188,779 at 4% or $125,853 at 6%; with 50% employer match about $125,853 at 4% or $83,902 at 6%; with 100% employer match about $94,390 at 4% or $62,926 at 6%. |
| 2019 | 1 | 151 | $11,041,935 | $1,002,410 | $6,638iApproximate average salary by contribution assumption: employee only about $165,962 at 4% or $110,641 at 6%; with 50% employer match about $110,641 at 4% or $73,761 at 6%; with 100% employer match about $82,981 at 4% or $55,321 at 6%. |
| Exchange Company 401(K) Plan | - | 151 | $11,041,935 | $1,002,410 | $6,638iApproximate average salary by contribution assumption: employee only about $165,962 at 4% or $110,641 at 6%; with 50% employer match about $110,641 at 4% or $73,761 at 6%; with 100% employer match about $82,981 at 4% or $55,321 at 6%. |
| 2018 | 1 | 146 | $10,614,235 | $907,566 | $6,216iApproximate average salary by contribution assumption: employee only about $155,405 at 4% or $103,603 at 6%; with 50% employer match about $103,603 at 4% or $69,069 at 6%; with 100% employer match about $77,703 at 4% or $51,802 at 6%. |
| Exchange Company 401(K) Plan | - | 146 | $10,614,235 | $907,566 | $6,216iApproximate average salary by contribution assumption: employee only about $155,405 at 4% or $103,603 at 6%; with 50% employer match about $103,603 at 4% or $69,069 at 6%; with 100% employer match about $77,703 at 4% or $51,802 at 6%. |