Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$670,908
2024 Contributions
$332,448
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 | 2 | $670,908 | $0 | - |
| 1898 Waverly 401K Trust | - | 2 | $670,908 | - | - |
| 2023 | 1 | 2 | $725,181 | $0 | - |
| 1898 Waverly 401K Trust | - | 2 | $725,181 | - | - |
| 2022 | 1 | 2 | $594,640 | $0 | - |
| 1898 Waverly 401K Trust | - | 2 | $594,640 | - | - |
| 2021 | 1 | 2 | $541,495 | $0 | - |
| 1898 Waverly 401K Trust | - | 2 | $541,495 | - | - |
| 2020 | 1 | 2 | $452,141 | $0 | - |
| 1898 Waverly 401K Trust | - | 2 | $452,141 | - | - |
| 2019 | 1 | 2 | $562,227 | $0 | - |
| 1898 Waverly 401K Trust | - | 2 | $562,227 | - | - |
| 2018 | 1 | 2 | $465,335 | $0 | - |
| 1898 Waverly 401K Trust | - | 2 | $465,335 | - | - |
| 2017 | 1 | 2 | $480,626 | $0 | - |
| 1898 Waverly 401K Trust | - | 2 | $480,626 | - | - |
| 2016 | 1 | 2 | $332,448 | $332,448 | $166,224iApproximate average salary by contribution assumption: employee only about $4,155,600 at 4% or $2,770,400 at 6%; with 50% employer match about $2,770,400 at 4% or $1,846,933 at 6%; with 100% employer match about $2,077,800 at 4% or $1,385,200 at 6%. |
| 1898 Waverly 401K Trust | - | 2 | $332,448 | $332,448 | $166,224iApproximate average salary by contribution assumption: employee only about $4,155,600 at 4% or $2,770,400 at 6%; with 50% employer match about $2,770,400 at 4% or $1,846,933 at 6%; with 100% employer match about $2,077,800 at 4% or $1,385,200 at 6%. |