XERCES SOCIETY INC
Plan context: THE XERCES SOCIETY 401(K) PLAN
EIN 51-0175253 • Portland, OR • 12 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
88
2024 Assets
$6,661,674
2024 Contributions
$1,040,332
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 | 88 | $6,661,674 | $1,040,332 | $11,822iApproximate average salary by contribution assumption: employee only about $295,549 at 4% or $197,033 at 6%; with 50% employer match about $197,033 at 4% or $131,355 at 6%; with 100% employer match about $147,774 at 4% or $98,516 at 6%. |
| THE XERCES SOCIETY 401(K) PLAN | - | 88 | $6,661,674 | $1,040,332 | $11,822iApproximate average salary by contribution assumption: employee only about $295,549 at 4% or $197,033 at 6%; with 50% employer match about $197,033 at 4% or $131,355 at 6%; with 100% employer match about $147,774 at 4% or $98,516 at 6%. |
| 2023 | 1 | 74 | $4,899,547 | $786,591 | $10,630iApproximate average salary by contribution assumption: employee only about $265,740 at 4% or $177,160 at 6%; with 50% employer match about $177,160 at 4% or $118,107 at 6%; with 100% employer match about $132,870 at 4% or $88,580 at 6%. |
| THE XERCES SOCIETY 401(K) PLAN | - | 74 | $4,899,547 | $786,591 | $10,630iApproximate average salary by contribution assumption: employee only about $265,740 at 4% or $177,160 at 6%; with 50% employer match about $177,160 at 4% or $118,107 at 6%; with 100% employer match about $132,870 at 4% or $88,580 at 6%. |
| 2022 | 1 | 62 | $3,545,781 | $696,733 | $11,238iApproximate average salary by contribution assumption: employee only about $280,941 at 4% or $187,294 at 6%; with 50% employer match about $187,294 at 4% or $124,863 at 6%; with 100% employer match about $140,470 at 4% or $93,647 at 6%. |
| THE XERCES SOCIETY 401(K) PLAN | - | 62 | $3,545,781 | $696,733 | $11,238iApproximate average salary by contribution assumption: employee only about $280,941 at 4% or $187,294 at 6%; with 50% employer match about $187,294 at 4% or $124,863 at 6%; with 100% employer match about $140,470 at 4% or $93,647 at 6%. |
| 2021 | 1 | 57 | $3,529,569 | $463,241 | $8,127iApproximate average salary by contribution assumption: employee only about $203,176 at 4% or $135,451 at 6%; with 50% employer match about $135,451 at 4% or $90,300 at 6%; with 100% employer match about $101,588 at 4% or $67,725 at 6%. |
| THE XERCES SOCIETY 401(K) PLAN | - | 57 | $3,529,569 | $463,241 | $8,127iApproximate average salary by contribution assumption: employee only about $203,176 at 4% or $135,451 at 6%; with 50% employer match about $135,451 at 4% or $90,300 at 6%; with 100% employer match about $101,588 at 4% or $67,725 at 6%. |
| 2020 | 1 | 53 | $2,626,861 | $423,145 | $7,984iApproximate average salary by contribution assumption: employee only about $199,597 at 4% or $133,064 at 6%; with 50% employer match about $133,064 at 4% or $88,710 at 6%; with 100% employer match about $99,798 at 4% or $66,532 at 6%. |
| THE XERCES SOCIETY 401(K) PLAN | - | 53 | $2,626,861 | $423,145 | $7,984iApproximate average salary by contribution assumption: employee only about $199,597 at 4% or $133,064 at 6%; with 50% employer match about $133,064 at 4% or $88,710 at 6%; with 100% employer match about $99,798 at 4% or $66,532 at 6%. |
| 2019 | 1 | 49 | $1,917,155 | $414,226 | $8,454iApproximate average salary by contribution assumption: employee only about $211,340 at 4% or $140,893 at 6%; with 50% employer match about $140,893 at 4% or $93,929 at 6%; with 100% employer match about $105,670 at 4% or $70,447 at 6%. |
| THE XERCES SOCIETY 401(K) PLAN | - | 49 | $1,917,155 | $414,226 | $8,454iApproximate average salary by contribution assumption: employee only about $211,340 at 4% or $140,893 at 6%; with 50% employer match about $140,893 at 4% or $93,929 at 6%; with 100% employer match about $105,670 at 4% or $70,447 at 6%. |
| 2018 | 1 | 46 | $1,283,624 | $316,541 | $6,881iApproximate average salary by contribution assumption: employee only about $172,033 at 4% or $114,689 at 6%; with 50% employer match about $114,689 at 4% or $76,459 at 6%; with 100% employer match about $86,017 at 4% or $57,344 at 6%. |
| THE XERCES SOCIETY 401(K) PLAN | - | 46 | $1,283,624 | $316,541 | $6,881iApproximate average salary by contribution assumption: employee only about $172,033 at 4% or $114,689 at 6%; with 50% employer match about $114,689 at 4% or $76,459 at 6%; with 100% employer match about $86,017 at 4% or $57,344 at 6%. |
| 2017 | 1 | 40 | $1,072,903 | $338,756 | $8,469iApproximate average salary by contribution assumption: employee only about $211,723 at 4% or $141,148 at 6%; with 50% employer match about $141,148 at 4% or $94,099 at 6%; with 100% employer match about $105,861 at 4% or $70,574 at 6%. |
| THE XERCES SOCIETY 401(K) PLAN | - | 40 | $1,072,903 | $338,756 | $8,469iApproximate average salary by contribution assumption: employee only about $211,723 at 4% or $141,148 at 6%; with 50% employer match about $141,148 at 4% or $94,099 at 6%; with 100% employer match about $105,861 at 4% or $70,574 at 6%. |
| 2016 | 1 | 37 | $614,978 | $225,504 | $6,095iApproximate average salary by contribution assumption: employee only about $152,368 at 4% or $101,578 at 6%; with 50% employer match about $101,578 at 4% or $67,719 at 6%; with 100% employer match about $76,184 at 4% or $50,789 at 6%. |
| THE XERCES SOCIETY 401(K) PLAN | - | 37 | $614,978 | $225,504 | $6,095iApproximate average salary by contribution assumption: employee only about $152,368 at 4% or $101,578 at 6%; with 50% employer match about $101,578 at 4% or $67,719 at 6%; with 100% employer match about $76,184 at 4% or $50,789 at 6%. |
| 2015 | 1 | 30 | $350,264 | $354,724 | $11,824iApproximate average salary by contribution assumption: employee only about $295,603 at 4% or $197,069 at 6%; with 50% employer match about $197,069 at 4% or $131,379 at 6%; with 100% employer match about $147,802 at 4% or $98,534 at 6%. |
| THE XERCES SOCIETY 401(K) PLAN | - | 30 | $350,264 | $354,724 | $11,824iApproximate average salary by contribution assumption: employee only about $295,603 at 4% or $197,069 at 6%; with 50% employer match about $197,069 at 4% or $131,379 at 6%; with 100% employer match about $147,802 at 4% or $98,534 at 6%. |
| 2013 | 2 | 0 | $0 | $0 | - |
| THE XERCES INC 401 K PROFIT SHARING PLAN TRUST | - | 0 | $0 | - | - |
| THE XERCES INC 401K PROFIT SHARING PLAN TRUST | - | 0 | $0 | - | - |