White House Historical Association
Plan context: White House Historical Association 403(B) Plan
EIN 52-0749685 • Washington, DC • 23 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
79
2024 Assets
$6,221,407
2024 Contributions
$787,176
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 | 79 | $6,221,407 | $787,176 | $9,964iApproximate average salary by contribution assumption: employee only about $249,106 at 4% or $166,071 at 6%; with 50% employer match about $166,071 at 4% or $110,714 at 6%; with 100% employer match about $124,553 at 4% or $83,035 at 6%. |
| White House Historical Association 403(B) Plan | - | 79 | $6,221,407 | $787,176 | $9,964iApproximate average salary by contribution assumption: employee only about $249,106 at 4% or $166,071 at 6%; with 50% employer match about $166,071 at 4% or $110,714 at 6%; with 100% employer match about $124,553 at 4% or $83,035 at 6%. |
| 2023 | 1 | 69 | $4,938,528 | $740,341 | $10,730iApproximate average salary by contribution assumption: employee only about $268,239 at 4% or $178,826 at 6%; with 50% employer match about $178,826 at 4% or $119,218 at 6%; with 100% employer match about $134,120 at 4% or $89,413 at 6%. |
| White House Historical Association 403(B) Plan | - | 69 | $4,938,528 | $740,341 | $10,730iApproximate average salary by contribution assumption: employee only about $268,239 at 4% or $178,826 at 6%; with 50% employer match about $178,826 at 4% or $119,218 at 6%; with 100% employer match about $134,120 at 4% or $89,413 at 6%. |
| 2022 | 1 | 71 | $4,201,494 | $645,781 | $9,096iApproximate average salary by contribution assumption: employee only about $227,388 at 4% or $151,592 at 6%; with 50% employer match about $151,592 at 4% or $101,061 at 6%; with 100% employer match about $113,694 at 4% or $75,796 at 6%. |
| White House Historical Association 403(B) Plan | - | 71 | $4,201,494 | $645,781 | $9,096iApproximate average salary by contribution assumption: employee only about $227,388 at 4% or $151,592 at 6%; with 50% employer match about $151,592 at 4% or $101,061 at 6%; with 100% employer match about $113,694 at 4% or $75,796 at 6%. |
| 2021 | 1 | 64 | $4,816,043 | $599,024 | $9,360iApproximate average salary by contribution assumption: employee only about $233,994 at 4% or $155,996 at 6%; with 50% employer match about $155,996 at 4% or $103,997 at 6%; with 100% employer match about $116,997 at 4% or $77,998 at 6%. |
| White House Historical Association 403(B) Plan | - | 64 | $4,816,043 | $599,024 | $9,360iApproximate average salary by contribution assumption: employee only about $233,994 at 4% or $155,996 at 6%; with 50% employer match about $155,996 at 4% or $103,997 at 6%; with 100% employer match about $116,997 at 4% or $77,998 at 6%. |
| 2020 | 1 | 60 | $4,013,318 | $468,909 | $7,815iApproximate average salary by contribution assumption: employee only about $195,379 at 4% or $130,253 at 6%; with 50% employer match about $130,253 at 4% or $86,835 at 6%; with 100% employer match about $97,689 at 4% or $65,126 at 6%. |
| White House Historical Association 403(B) Plan | - | 60 | $4,013,318 | $468,909 | $7,815iApproximate average salary by contribution assumption: employee only about $195,379 at 4% or $130,253 at 6%; with 50% employer match about $130,253 at 4% or $86,835 at 6%; with 100% employer match about $97,689 at 4% or $65,126 at 6%. |
| 2019 | 1 | 57 | $2,945,058 | $410,994 | $7,210iApproximate average salary by contribution assumption: employee only about $180,261 at 4% or $120,174 at 6%; with 50% employer match about $120,174 at 4% or $80,116 at 6%; with 100% employer match about $90,130 at 4% or $60,087 at 6%. |
| White House Historical Association 403(B) Plan | - | 57 | $2,945,058 | $410,994 | $7,210iApproximate average salary by contribution assumption: employee only about $180,261 at 4% or $120,174 at 6%; with 50% employer match about $120,174 at 4% or $80,116 at 6%; with 100% employer match about $90,130 at 4% or $60,087 at 6%. |
| 2018 | 1 | 67 | $2,801,326 | $437,723 | $6,533iApproximate average salary by contribution assumption: employee only about $163,329 at 4% or $108,886 at 6%; with 50% employer match about $108,886 at 4% or $72,591 at 6%; with 100% employer match about $81,665 at 4% or $54,443 at 6%. |
| White House Historical Association 403(B) Plan | - | 67 | $2,801,326 | $437,723 | $6,533iApproximate average salary by contribution assumption: employee only about $163,329 at 4% or $108,886 at 6%; with 50% employer match about $108,886 at 4% or $72,591 at 6%; with 100% employer match about $81,665 at 4% or $54,443 at 6%. |
| 2017 | 1 | 64 | $2,736,782 | $577,818 | $9,028iApproximate average salary by contribution assumption: employee only about $225,710 at 4% or $150,473 at 6%; with 50% employer match about $150,473 at 4% or $100,316 at 6%; with 100% employer match about $112,855 at 4% or $75,237 at 6%. |
| White House Historical Association 403(B) Plan | - | 64 | $2,736,782 | $577,818 | $9,028iApproximate average salary by contribution assumption: employee only about $225,710 at 4% or $150,473 at 6%; with 50% employer match about $150,473 at 4% or $100,316 at 6%; with 100% employer match about $112,855 at 4% or $75,237 at 6%. |
| 2016 | 1 | 58 | $2,003,994 | $308,113 | $5,312iApproximate average salary by contribution assumption: employee only about $132,807 at 4% or $88,538 at 6%; with 50% employer match about $88,538 at 4% or $59,025 at 6%; with 100% employer match about $66,404 at 4% or $44,269 at 6%. |
| White House Historical Association 403(B) Plan | - | 58 | $2,003,994 | $308,113 | $5,312iApproximate average salary by contribution assumption: employee only about $132,807 at 4% or $88,538 at 6%; with 50% employer match about $88,538 at 4% or $59,025 at 6%; with 100% employer match about $66,404 at 4% or $44,269 at 6%. |
| 2015 | 1 | 53 | $2,071,962 | $278,732 | $5,259iApproximate average salary by contribution assumption: employee only about $131,477 at 4% or $87,652 at 6%; with 50% employer match about $87,652 at 4% or $58,434 at 6%; with 100% employer match about $65,739 at 4% or $43,826 at 6%. |
| White House Historical Association 403(B) Plan | - | 53 | $2,071,962 | $278,732 | $5,259iApproximate average salary by contribution assumption: employee only about $131,477 at 4% or $87,652 at 6%; with 50% employer match about $87,652 at 4% or $58,434 at 6%; with 100% employer match about $65,739 at 4% or $43,826 at 6%. |
| 2014 | 1 | 47 | $2,827,487 | $304,876 | $6,487iApproximate average salary by contribution assumption: employee only about $162,168 at 4% or $108,112 at 6%; with 50% employer match about $108,112 at 4% or $72,075 at 6%; with 100% employer match about $81,084 at 4% or $54,056 at 6%. |
| White House Historical Association 403(B) Plan | - | 47 | $2,827,487 | $304,876 | $6,487iApproximate average salary by contribution assumption: employee only about $162,168 at 4% or $108,112 at 6%; with 50% employer match about $108,112 at 4% or $72,075 at 6%; with 100% employer match about $81,084 at 4% or $54,056 at 6%. |
| 2013 | 1 | 42 | $2,626,887 | $299,507 | $7,131iApproximate average salary by contribution assumption: employee only about $178,278 at 4% or $118,852 at 6%; with 50% employer match about $118,852 at 4% or $79,235 at 6%; with 100% employer match about $89,139 at 4% or $59,426 at 6%. |
| White House Historical Association 403(B) Plan | - | 42 | $2,626,887 | $299,507 | $7,131iApproximate average salary by contribution assumption: employee only about $178,278 at 4% or $118,852 at 6%; with 50% employer match about $118,852 at 4% or $79,235 at 6%; with 100% employer match about $89,139 at 4% or $59,426 at 6%. |
| 2012 | 1 | 39 | $2,261,695 | $329,210 | $8,441iApproximate average salary by contribution assumption: employee only about $211,032 at 4% or $140,688 at 6%; with 50% employer match about $140,688 at 4% or $93,792 at 6%; with 100% employer match about $105,516 at 4% or $70,344 at 6%. |
| White House Historical Association 403(B) Plan | - | 39 | $2,261,695 | $329,210 | $8,441iApproximate average salary by contribution assumption: employee only about $211,032 at 4% or $140,688 at 6%; with 50% employer match about $140,688 at 4% or $93,792 at 6%; with 100% employer match about $105,516 at 4% or $70,344 at 6%. |
| 2011 | 1 | 38 | $2,253,625 | $346,605 | $9,121iApproximate average salary by contribution assumption: employee only about $228,030 at 4% or $152,020 at 6%; with 50% employer match about $152,020 at 4% or $101,346 at 6%; with 100% employer match about $114,015 at 4% or $76,010 at 6%. |
| White House Historical Association 403(B) Plan | - | 38 | $2,253,625 | $346,605 | $9,121iApproximate average salary by contribution assumption: employee only about $228,030 at 4% or $152,020 at 6%; with 50% employer match about $152,020 at 4% or $101,346 at 6%; with 100% employer match about $114,015 at 4% or $76,010 at 6%. |
| 2010 | 1 | 37 | $1,960,394 | $390,178 | $10,545iApproximate average salary by contribution assumption: employee only about $263,634 at 4% or $175,756 at 6%; with 50% employer match about $175,756 at 4% or $117,171 at 6%; with 100% employer match about $131,817 at 4% or $87,878 at 6%. |
| White House Historical Association 403(B) Plan | - | 37 | $1,960,394 | $390,178 | $10,545iApproximate average salary by contribution assumption: employee only about $263,634 at 4% or $175,756 at 6%; with 50% employer match about $175,756 at 4% or $117,171 at 6%; with 100% employer match about $131,817 at 4% or $87,878 at 6%. |
| 2009 | 1 | 27 | $1,451,151 | $275,754 | $10,213iApproximate average salary by contribution assumption: employee only about $255,328 at 4% or $170,219 at 6%; with 50% employer match about $170,219 at 4% or $113,479 at 6%; with 100% employer match about $127,664 at 4% or $85,109 at 6%. |
| White House Historical Association 403(B) Plan | - | 27 | $1,451,151 | $275,754 | $10,213iApproximate average salary by contribution assumption: employee only about $255,328 at 4% or $170,219 at 6%; with 50% employer match about $170,219 at 4% or $113,479 at 6%; with 100% employer match about $127,664 at 4% or $85,109 at 6%. |
| 2008 | 1 | 0 | $0 | $0 | - |
| White House Historical Association 403(B) Plan | - | 0 | - | - | - |
| 2007 | 1 | 0 | $0 | $0 | - |
| White House Historical Association 403(B) Plan | - | 0 | - | - | - |
| 2006 | 1 | 0 | $0 | $0 | - |
| White House Historical Association 403(B) Plan | - | 0 | - | - | - |
| 2005 | 1 | 0 | $0 | $0 | - |
| White House Historical Association 403(B) Plan | - | 0 | - | - | - |
| 2004 | 1 | 0 | $0 | $0 | - |
| White House Historical Association 403(B) Plan | - | 0 | - | - | - |
| 2003 | 1 | 0 | $0 | $0 | - |
| White House Historical Association 403(B) Plan | - | 0 | - | - | - |
| 2002 | 1 | 0 | $0 | $0 | - |
| White House Historical Association 403(B) Plan | - | 0 | - | - | - |