The Burnham Institute
Plan context: Retirement Plan for the Burnham Institute
EIN 51-0197108 • 63 filings • 12 plans
Current Snapshot
Latest Year
2024
2024 Participants
500
2024 Assets
$218,645,514
2024 Contributions
$7,736,817
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 | 2 | 500 | $218,645,514 | $7,736,817 | $15,474iApproximate average salary by contribution assumption: employee only about $386,841 at 4% or $257,894 at 6%; with 50% employer match about $257,894 at 4% or $171,929 at 6%; with 100% employer match about $193,420 at 4% or $128,947 at 6%. |
| Retirement Plan for the Burnham Institute | - | 493 | $218,645,514 | $7,736,817 | $15,693iApproximate average salary by contribution assumption: employee only about $392,334 at 4% or $261,556 at 6%; with 50% employer match about $261,556 at 4% or $174,370 at 6%; with 100% employer match about $196,167 at 4% or $130,778 at 6%. |
| The Burnham Institute Welfare Benefit Plan | - | 500 | - | - | - |
| 2023 | 2 | 496 | $196,423,860 | $7,286,200 | $14,690iApproximate average salary by contribution assumption: employee only about $367,248 at 4% or $244,832 at 6%; with 50% employer match about $244,832 at 4% or $163,221 at 6%; with 100% employer match about $183,624 at 4% or $122,416 at 6%. |
| Retirement Plan for the Burnham Institute | - | 484 | $196,423,860 | $7,286,200 | $15,054iApproximate average salary by contribution assumption: employee only about $376,353 at 4% or $250,902 at 6%; with 50% employer match about $250,902 at 4% or $167,268 at 6%; with 100% employer match about $188,177 at 4% or $125,451 at 6%. |
| The Burnham Institute Welfare Benefit Plan | - | 496 | - | - | - |
| 2022 | 3 | 476 | $167,874,618 | $7,595,389 | $15,957iApproximate average salary by contribution assumption: employee only about $398,917 at 4% or $265,945 at 6%; with 50% employer match about $265,945 at 4% or $177,297 at 6%; with 100% employer match about $199,459 at 4% or $132,972 at 6%. |
| Retirement Plan for the Burnham Institute | - | 388 | $167,874,618 | $7,595,389 | $19,576iApproximate average salary by contribution assumption: employee only about $489,394 at 4% or $326,262 at 6%; with 50% employer match about $326,262 at 4% or $217,508 at 6%; with 100% employer match about $244,697 at 4% or $163,131 at 6%. |
| The Burnham Institute Welfare Benefit Plan | - | 476 | - | - | - |
| The Burnham Institute Welfare Benefit Plan | - | 476 | - | - | - |
| 2021 | 2 | 571 | $194,041,236 | $6,216,273 | $10,887iApproximate average salary by contribution assumption: employee only about $272,166 at 4% or $181,444 at 6%; with 50% employer match about $181,444 at 4% or $120,963 at 6%; with 100% employer match about $136,083 at 4% or $90,722 at 6%. |
| Retirement Plan for the Burnham Institute | - | 401 | $194,041,236 | $6,216,273 | $15,502iApproximate average salary by contribution assumption: employee only about $387,548 at 4% or $258,365 at 6%; with 50% employer match about $258,365 at 4% or $172,244 at 6%; with 100% employer match about $193,774 at 4% or $129,183 at 6%. |
| The Burnham Institute Welfare Benefit Plan | - | 571 | - | - | - |
| 2020 | 2 | 486 | $176,473,056 | $7,212,516 | $14,841iApproximate average salary by contribution assumption: employee only about $371,014 at 4% or $247,343 at 6%; with 50% employer match about $247,343 at 4% or $164,895 at 6%; with 100% employer match about $185,507 at 4% or $123,671 at 6%. |
| Retirement Plan for the Burnham Institute | - | 446 | $176,473,056 | $7,212,516 | $16,172iApproximate average salary by contribution assumption: employee only about $404,289 at 4% or $269,526 at 6%; with 50% employer match about $269,526 at 4% or $179,684 at 6%; with 100% employer match about $202,145 at 4% or $134,763 at 6%. |
| The Burnham Institute Welfare Benefit Plan | - | 486 | - | - | - |
| 2019 | 2 | 522 | $161,550,912 | $8,082,181 | $15,483iApproximate average salary by contribution assumption: employee only about $387,078 at 4% or $258,052 at 6%; with 50% employer match about $258,052 at 4% or $172,035 at 6%; with 100% employer match about $193,539 at 4% or $129,026 at 6%. |
| Retirement Plan for the Burnham Institute | - | 522 | $161,550,912 | $8,082,181 | $15,483iApproximate average salary by contribution assumption: employee only about $387,078 at 4% or $258,052 at 6%; with 50% employer match about $258,052 at 4% or $172,035 at 6%; with 100% employer match about $193,539 at 4% or $129,026 at 6%. |
| The Burnham Institute Welfare Benefit Plan | - | 502 | - | - | - |
| 2018 | 2 | 526 | $137,308,194 | $9,505,369 | $18,071iApproximate average salary by contribution assumption: employee only about $451,776 at 4% or $301,184 at 6%; with 50% employer match about $301,184 at 4% or $200,789 at 6%; with 100% employer match about $225,888 at 4% or $150,592 at 6%. |
| Retirement Plan for the Burnham Institute | - | 494 | $137,308,194 | $9,505,369 | $19,242iApproximate average salary by contribution assumption: employee only about $481,041 at 4% or $320,694 at 6%; with 50% employer match about $320,694 at 4% or $213,796 at 6%; with 100% employer match about $240,520 at 4% or $160,347 at 6%. |
| The Burnham Institute Welfare Benefit Plan | - | 526 | - | - | - |
| 2017 | 2 | 763 | $138,839,141 | $9,045,725 | $11,855iApproximate average salary by contribution assumption: employee only about $296,387 at 4% or $197,591 at 6%; with 50% employer match about $197,591 at 4% or $131,727 at 6%; with 100% employer match about $148,193 at 4% or $98,796 at 6%. |
| Retirement Plan for the Burnham Institute | - | 584 | $138,839,141 | $9,045,725 | $15,489iApproximate average salary by contribution assumption: employee only about $387,231 at 4% or $258,154 at 6%; with 50% employer match about $258,154 at 4% or $172,103 at 6%; with 100% employer match about $193,616 at 4% or $129,077 at 6%. |
| The Burnham Institute Welfare Benefit Plan | - | 763 | - | - | - |
| 2016 | 2 | 788 | $117,270,552 | $9,182,628 | $11,653iApproximate average salary by contribution assumption: employee only about $291,327 at 4% or $194,218 at 6%; with 50% employer match about $194,218 at 4% or $129,479 at 6%; with 100% employer match about $145,664 at 4% or $97,109 at 6%. |
| Retirement Plan for the Burnham Institute | - | 788 | $117,270,552 | $9,182,628 | $11,653iApproximate average salary by contribution assumption: employee only about $291,327 at 4% or $194,218 at 6%; with 50% employer match about $194,218 at 4% or $129,479 at 6%; with 100% employer match about $145,664 at 4% or $97,109 at 6%. |
| The Burnham Institute Welfare Benefit Plan | - | 727 | - | - | - |
| 2015 | 2 | 842 | $105,676,914 | $8,184,230 | $9,720iApproximate average salary by contribution assumption: employee only about $243,000 at 4% or $162,000 at 6%; with 50% employer match about $162,000 at 4% or $108,000 at 6%; with 100% employer match about $121,500 at 4% or $81,000 at 6%. |
| Retirement Plan for the Burnham Institute | - | 842 | $105,676,914 | $8,184,230 | $9,720iApproximate average salary by contribution assumption: employee only about $243,000 at 4% or $162,000 at 6%; with 50% employer match about $162,000 at 4% or $108,000 at 6%; with 100% employer match about $121,500 at 4% or $81,000 at 6%. |
| The Burnham Institute Welfare Benefit Plan | - | 707 | - | - | - |
| 2014 | 2 | 920 | $100,556,765 | $8,175,793 | $8,887iApproximate average salary by contribution assumption: employee only about $222,168 at 4% or $148,112 at 6%; with 50% employer match about $148,112 at 4% or $98,741 at 6%; with 100% employer match about $111,084 at 4% or $74,056 at 6%. |
| Retirement Plan for the Burnham Institute | - | 920 | $100,556,765 | $8,175,793 | $8,887iApproximate average salary by contribution assumption: employee only about $222,168 at 4% or $148,112 at 6%; with 50% employer match about $148,112 at 4% or $98,741 at 6%; with 100% employer match about $111,084 at 4% or $74,056 at 6%. |
| The Burnham Institute Welfare Benefit Plan | - | 697 | - | - | - |
| 2013 | 2 | 951 | $90,154,874 | $9,303,855 | $9,783iApproximate average salary by contribution assumption: employee only about $244,581 at 4% or $163,054 at 6%; with 50% employer match about $163,054 at 4% or $108,703 at 6%; with 100% employer match about $122,290 at 4% or $81,527 at 6%. |
| Retirement Plan for the Burnham Institute | - | 951 | $90,154,874 | $9,303,855 | $9,783iApproximate average salary by contribution assumption: employee only about $244,581 at 4% or $163,054 at 6%; with 50% employer match about $163,054 at 4% or $108,703 at 6%; with 100% employer match about $122,290 at 4% or $81,527 at 6%. |
| The Burnham Institute Welfare Benefit Plan | - | 726 | - | - | - |
| 2012 | 2 | 1,102 | $73,467,456 | $9,235,788 | $8,381iApproximate average salary by contribution assumption: employee only about $209,523 at 4% or $139,682 at 6%; with 50% employer match about $139,682 at 4% or $93,121 at 6%; with 100% employer match about $104,762 at 4% or $69,841 at 6%. |
| Retirement Plan for the Burnham Institute | - | 1,102 | $73,467,456 | $9,235,788 | $8,381iApproximate average salary by contribution assumption: employee only about $209,523 at 4% or $139,682 at 6%; with 50% employer match about $139,682 at 4% or $93,121 at 6%; with 100% employer match about $104,762 at 4% or $69,841 at 6%. |
| The Burnham Institute Welfare Benefit Plan | - | 788 | - | - | - |
| 2011 | 2 | 1,050 | $61,021,459 | $8,784,037 | $8,366iApproximate average salary by contribution assumption: employee only about $209,144 at 4% or $139,429 at 6%; with 50% employer match about $139,429 at 4% or $92,953 at 6%; with 100% employer match about $104,572 at 4% or $69,715 at 6%. |
| Retirement Plan for the Burnham Institute | - | 1,050 | $61,021,459 | $8,784,037 | $8,366iApproximate average salary by contribution assumption: employee only about $209,144 at 4% or $139,429 at 6%; with 50% employer match about $139,429 at 4% or $92,953 at 6%; with 100% employer match about $104,572 at 4% or $69,715 at 6%. |
| The Burnham Institute Welfare Benefit Plan | - | 853 | - | - | - |
| 2010 | 2 | 1,146 | $54,631,691 | $7,288,723 | $6,360iApproximate average salary by contribution assumption: employee only about $159,004 at 4% or $106,002 at 6%; with 50% employer match about $106,002 at 4% or $70,668 at 6%; with 100% employer match about $79,502 at 4% or $53,001 at 6%. |
| Retirement Plan for the Burnham Institute | - | 1,146 | $54,631,691 | $7,288,723 | $6,360iApproximate average salary by contribution assumption: employee only about $159,004 at 4% or $106,002 at 6%; with 50% employer match about $106,002 at 4% or $70,668 at 6%; with 100% employer match about $79,502 at 4% or $53,001 at 6%. |
| The Burnham Institute Welfare Benefit Plan | - | 850 | - | - | - |
| 2009 | 3 | 947 | $44,238,937 | $5,908,549 | $6,239iApproximate average salary by contribution assumption: employee only about $155,981 at 4% or $103,987 at 6%; with 50% employer match about $103,987 at 4% or $69,325 at 6%; with 100% employer match about $77,990 at 4% or $51,994 at 6%. |
| Retirement Plan for the Burnham Institute | - | 947 | $44,238,937 | $5,908,549 | $6,239iApproximate average salary by contribution assumption: employee only about $155,981 at 4% or $103,987 at 6%; with 50% employer match about $103,987 at 4% or $69,325 at 6%; with 100% employer match about $77,990 at 4% or $51,994 at 6%. |
| The Burnham Institute Welfare Benefit Plan | - | 730 | - | - | - |
| The Burnham Institute Tda Plan | - | - | - | - | - |
| 2008 | 3 | 654 | $0 | $0 | - |
| The Burnham Institute Welfare Benefit Plan | - | 654 | - | - | - |
| Retirement Plan for the Burnham Institute | - | 0 | - | - | - |
| The Burnham Institute Tda Plan | - | 0 | - | - | - |
| 2007 | 3 | 601 | $0 | $0 | - |
| The Burnham Institute Tda Plan | - | 0 | - | - | - |
| Retirement Plan for the Burnham Institute | - | 0 | - | - | - |
| The Burnham Institute Welfare Benefit Plan | - | 601 | - | - | - |
| 2006 | 3 | 562 | $0 | $0 | - |
| The Burnham Institute Tda Plan | - | 0 | - | - | - |
| Retirement Plan for the Burnham Institute | - | 0 | - | - | - |
| The Burnham Institute Welfare Benefit Plan | - | 562 | - | - | - |
| 2005 | 3 | 609 | $0 | $0 | - |
| The Burnham Institute Welfare Benefit Plan | - | 609 | - | - | - |
| The Burnham Institute Tda Plan | - | 0 | - | - | - |
| Retirement Plan for the Burnham Institute | - | 0 | - | - | - |
| 2004 | 3 | 513 | $0 | $0 | - |
| The Burnham Institute Tda Plan | - | 0 | - | - | - |
| Retirement Plan for the Burnham Institute | - | 0 | - | - | - |
| The Burnham Institute Welfare Benefit Plan | - | 513 | - | - | - |
| 2003 | 3 | 513 | $0 | $0 | - |
| The Burnham Institute Welfare Benefit Plan | - | 513 | - | - | - |
| Retirement Plan for the Burnham Institute | - | 0 | - | - | - |
| The Burnham Institute Tda Plan | - | 0 | - | - | - |
| 2002 | 3 | 440 | $0 | $0 | - |
| The Burnham Institute Welfare Benefit Plan | - | 440 | - | - | - |
| The Burnham Institute Tda Plan | - | 0 | - | - | - |
| Retirement Plan for the Burnham Institute | - | 0 | - | - | - |
| 2001 | 3 | 686 | $0 | $0 | - |
| The Burnham Institute Welfare Benefit Plan | - | 686 | - | - | - |
| Retirement Plan for the Burnham Institute | - | 0 | - | - | - |
| The Burnham Institute Tda Plan | - | 0 | - | - | - |
| 2000 | 2 | 0 | $0 | $0 | - |
| The Burnham Institute Welfare Benefit Plan | - | 0 | - | - | - |
| Retirement Plan for the Burnham Institute | - | 0 | - | - | - |
| 1999 | 3 | 682 | $0 | $0 | - |
| The Burnham Institute Tda Plan | - | 0 | - | - | - |
| Retirement Plan for the Burnham Institute | - | 0 | - | - | - |
| The Burnham Institute Welfare Benefit Plan | - | 682 | - | - | - |