Civic Intelligence

United Planning Organization

Plan context: Retirement Income Plan of United Planning Organization

EIN 52-0788987 • Washington, DC • 42 filings • 3 plans

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301 Rhode Island Avenue, N.w.Washington, DC 20001
Current Snapshot

Latest Year

2024

2024 Participants

395

2024 Assets

$19,199,459

2024 Contributions

$2,529,098

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$19,199,459$9,599,730$0200920162023YearValue
$19,199,459Latest year 2023

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

6433220200020132024YearValue
395Latest year 2024

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20241395$0$0-
United Planning Organization Health and Welfare Plan-395---
20232643$19,199,459$2,529,098$3,933iApproximate average salary by contribution assumption: employee only about $98,332 at 4% or $65,555 at 6%; with 50% employer match about $65,555 at 4% or $43,703 at 6%; with 100% employer match about $49,166 at 4% or $32,777 at 6%.
Retirement Income Plan of United Planning Organization-643$19,199,459$2,529,098$3,933iApproximate average salary by contribution assumption: employee only about $98,332 at 4% or $65,555 at 6%; with 50% employer match about $65,555 at 4% or $43,703 at 6%; with 100% employer match about $49,166 at 4% or $32,777 at 6%.
United Planning Organization Health and Welfare Plan-186---
20222591$15,880,056$2,140,444$3,622iApproximate average salary by contribution assumption: employee only about $90,543 at 4% or $60,362 at 6%; with 50% employer match about $60,362 at 4% or $40,241 at 6%; with 100% employer match about $45,272 at 4% or $30,181 at 6%.
Retirement Income Plan of United Planning Organization-591$15,880,056$2,140,444$3,622iApproximate average salary by contribution assumption: employee only about $90,543 at 4% or $60,362 at 6%; with 50% employer match about $60,362 at 4% or $40,241 at 6%; with 100% employer match about $45,272 at 4% or $30,181 at 6%.
United Planning Organization Health and Welfare Plan-358---
20212559$13,605,247$1,855,294$3,319iApproximate average salary by contribution assumption: employee only about $82,974 at 4% or $55,316 at 6%; with 50% employer match about $55,316 at 4% or $36,877 at 6%; with 100% employer match about $41,487 at 4% or $27,658 at 6%.
Retirement Income Plan of United Planning Organization-559$13,605,247$1,855,294$3,319iApproximate average salary by contribution assumption: employee only about $82,974 at 4% or $55,316 at 6%; with 50% employer match about $55,316 at 4% or $36,877 at 6%; with 100% employer match about $41,487 at 4% or $27,658 at 6%.
United Planning Organization Health and Welfare Plan-355---
20202486$14,795,841$1,797,843$3,699iApproximate average salary by contribution assumption: employee only about $92,482 at 4% or $61,654 at 6%; with 50% employer match about $61,654 at 4% or $41,103 at 6%; with 100% employer match about $46,241 at 4% or $30,827 at 6%.
Retirement Income Plan of United Planning Organization-486$14,795,841$1,797,843$3,699iApproximate average salary by contribution assumption: employee only about $92,482 at 4% or $61,654 at 6%; with 50% employer match about $61,654 at 4% or $41,103 at 6%; with 100% employer match about $46,241 at 4% or $30,827 at 6%.
United Planning Organization Health and Welfare Plan-361---
20192496$12,560,840$1,597,694$3,221iApproximate average salary by contribution assumption: employee only about $80,529 at 4% or $53,686 at 6%; with 50% employer match about $53,686 at 4% or $35,791 at 6%; with 100% employer match about $40,264 at 4% or $26,843 at 6%.
Retirement Income Plan of United Planning Organization-496$12,560,840$1,597,694$3,221iApproximate average salary by contribution assumption: employee only about $80,529 at 4% or $53,686 at 6%; with 50% employer match about $53,686 at 4% or $35,791 at 6%; with 100% employer match about $40,264 at 4% or $26,843 at 6%.
United Planning Organization Health and Welfare Plan-262---
20182387$11,624,982$1,579,734$4,082iApproximate average salary by contribution assumption: employee only about $102,050 at 4% or $68,033 at 6%; with 50% employer match about $68,033 at 4% or $45,356 at 6%; with 100% employer match about $51,025 at 4% or $34,017 at 6%.
Retirement Income Plan of United Planning Organization-387$11,624,982$1,579,734$4,082iApproximate average salary by contribution assumption: employee only about $102,050 at 4% or $68,033 at 6%; with 50% employer match about $68,033 at 4% or $45,356 at 6%; with 100% employer match about $51,025 at 4% or $34,017 at 6%.
United Planning Organization Health and Welfare Plan-194---
20172384$10,533,655$1,333,082$3,472iApproximate average salary by contribution assumption: employee only about $86,789 at 4% or $57,859 at 6%; with 50% employer match about $57,859 at 4% or $38,573 at 6%; with 100% employer match about $43,395 at 4% or $28,930 at 6%.
Retirement Income Plan of United Planning Organization-384$10,533,655$1,333,082$3,472iApproximate average salary by contribution assumption: employee only about $86,789 at 4% or $57,859 at 6%; with 50% employer match about $57,859 at 4% or $38,573 at 6%; with 100% employer match about $43,395 at 4% or $28,930 at 6%.
United Planning Organization Health and Welfare Plan-265---
20162355$9,758,150$1,382,675$3,895iApproximate average salary by contribution assumption: employee only about $97,371 at 4% or $64,914 at 6%; with 50% employer match about $64,914 at 4% or $43,276 at 6%; with 100% employer match about $48,686 at 4% or $32,457 at 6%.
Retirement Income Plan of United Planning Organization-355$9,758,150$1,382,675$3,895iApproximate average salary by contribution assumption: employee only about $97,371 at 4% or $64,914 at 6%; with 50% employer match about $64,914 at 4% or $43,276 at 6%; with 100% employer match about $48,686 at 4% or $32,457 at 6%.
United Planning Organization Health and Welfare Plan-209---
20152348$8,689,953$1,266,549$3,640iApproximate average salary by contribution assumption: employee only about $90,988 at 4% or $60,658 at 6%; with 50% employer match about $60,658 at 4% or $40,439 at 6%; with 100% employer match about $45,494 at 4% or $30,329 at 6%.
Retirement Income Plan of United Planning Organization-348$8,689,953$1,266,549$3,640iApproximate average salary by contribution assumption: employee only about $90,988 at 4% or $60,658 at 6%; with 50% employer match about $60,658 at 4% or $40,439 at 6%; with 100% employer match about $45,494 at 4% or $30,329 at 6%.
United Planning Organization Health and Welfare Plan-222---
20142352$8,279,346$1,210,616$3,439iApproximate average salary by contribution assumption: employee only about $85,981 at 4% or $57,321 at 6%; with 50% employer match about $57,321 at 4% or $38,214 at 6%; with 100% employer match about $42,991 at 4% or $28,660 at 6%.
Retirement Income Plan of United Planning Organization-352$8,279,346$1,210,616$3,439iApproximate average salary by contribution assumption: employee only about $85,981 at 4% or $57,321 at 6%; with 50% employer match about $57,321 at 4% or $38,214 at 6%; with 100% employer match about $42,991 at 4% or $28,660 at 6%.
United Planning Organization Health and Welfare Plan-297---
20132345$8,026,211$1,154,752$3,347iApproximate average salary by contribution assumption: employee only about $83,678 at 4% or $55,785 at 6%; with 50% employer match about $55,785 at 4% or $37,190 at 6%; with 100% employer match about $41,839 at 4% or $27,893 at 6%.
Retirement Income Plan of United Planning Organization-345$8,026,211$1,154,752$3,347iApproximate average salary by contribution assumption: employee only about $83,678 at 4% or $55,785 at 6%; with 50% employer match about $55,785 at 4% or $37,190 at 6%; with 100% employer match about $41,839 at 4% or $27,893 at 6%.
United Planning Organization Health and Welfare Plan-284---
20122361$7,695,763$1,134,578$3,143iApproximate average salary by contribution assumption: employee only about $78,572 at 4% or $52,381 at 6%; with 50% employer match about $52,381 at 4% or $34,921 at 6%; with 100% employer match about $39,286 at 4% or $26,191 at 6%.
Retirement Income Plan of United Planning Organization-361$7,695,763$1,134,578$3,143iApproximate average salary by contribution assumption: employee only about $78,572 at 4% or $52,381 at 6%; with 50% employer match about $52,381 at 4% or $34,921 at 6%; with 100% employer match about $39,286 at 4% or $26,191 at 6%.
United Planning Organization Health and Welfare Plan-266---
20112376$8,009,246$1,262,712$3,358iApproximate average salary by contribution assumption: employee only about $83,957 at 4% or $55,971 at 6%; with 50% employer match about $55,971 at 4% or $37,314 at 6%; with 100% employer match about $41,978 at 4% or $27,986 at 6%.
Retirement Income Plan of United Planning Organization-376$8,009,246$1,262,712$3,358iApproximate average salary by contribution assumption: employee only about $83,957 at 4% or $55,971 at 6%; with 50% employer match about $55,971 at 4% or $37,314 at 6%; with 100% employer match about $41,978 at 4% or $27,986 at 6%.
United Planning Organization Health and Welfare Plan-295---
20102398$7,449,383$1,249,907$3,140iApproximate average salary by contribution assumption: employee only about $78,512 at 4% or $52,341 at 6%; with 50% employer match about $52,341 at 4% or $34,894 at 6%; with 100% employer match about $39,256 at 4% or $26,171 at 6%.
Retirement Income Plan of United Planning Organization-398$7,449,383$1,249,907$3,140iApproximate average salary by contribution assumption: employee only about $78,512 at 4% or $52,341 at 6%; with 50% employer match about $52,341 at 4% or $34,894 at 6%; with 100% employer match about $39,256 at 4% or $26,171 at 6%.
United Planning Organization Health and Welfare Plan-369---
20092418$7,507,232$1,419,462$3,396iApproximate average salary by contribution assumption: employee only about $84,896 at 4% or $56,597 at 6%; with 50% employer match about $56,597 at 4% or $37,732 at 6%; with 100% employer match about $42,448 at 4% or $28,299 at 6%.
Retirement Income Plan of United Planning Organization-418$7,507,232$1,419,462$3,396iApproximate average salary by contribution assumption: employee only about $84,896 at 4% or $56,597 at 6%; with 50% employer match about $56,597 at 4% or $37,732 at 6%; with 100% employer match about $42,448 at 4% or $28,299 at 6%.
United Planning Organization Health and Welfare Plan-359---
20081308$0$0-
United Planning Organization Health and Welfare Plan-308---
20072407$0$0-
United Planning Organization Health and Welfare Plan-376---
Retirement Income Plan of United Planning Organization-407---
20062150$0$0-
United Planning Organization Health and Welfare Plan-150---
Retirement Income Plan of United Planning Organization-0---
20052412$0$0-
United Planning Organization Health and Welfare Plan-100---
Retirement Income Plan of United Planning Organization-412---
20041370$0$0-
Retirement Income Plan of United Planning Organization-370---
20021389$0$0-
Retirement Income Plan of United Planning Organization-389---
20011444$0$0-
Retirement Income Plan of United Planning Organization-444---
2000120$0$0-
United Planning Organization Health and Welfare Plan-20---