Independent Sector
Plan context: INDEPENDENT SECTOR 403(B) RETIREMENT PLAN
EIN 52-1081024 • Washington, DC • 47 filings • 10 plans
Current Snapshot
Latest Year
2024
2024 Participants
89
2024 Assets
$13,047,058
2024 Contributions
$529,823
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 | 89 | $13,047,058 | $529,823 | $5,953iApproximate average salary by contribution assumption: employee only about $148,827 at 4% or $99,218 at 6%; with 50% employer match about $99,218 at 4% or $66,145 at 6%; with 100% employer match about $74,413 at 4% or $49,609 at 6%. |
| INDEPENDENT SECTOR 403(B) RETIREMENT PLAN | - | 89 | $7,878,653 | $529,823 | $5,953iApproximate average salary by contribution assumption: employee only about $148,827 at 4% or $99,218 at 6%; with 50% employer match about $99,218 at 4% or $66,145 at 6%; with 100% employer match about $74,413 at 4% or $49,609 at 6%. |
| Independent Sector Defined Contribution Plan | - | 54 | $5,168,405 | - | - |
| 2023 | 2 | 88 | $12,523,387 | $752,292 | $8,549iApproximate average salary by contribution assumption: employee only about $213,719 at 4% or $142,480 at 6%; with 50% employer match about $142,480 at 4% or $94,986 at 6%; with 100% employer match about $106,860 at 4% or $71,240 at 6%. |
| INDEPENDENT SECTOR 403(B) RETIREMENT PLAN | - | 88 | $7,355,284 | $752,292 | $8,549iApproximate average salary by contribution assumption: employee only about $213,719 at 4% or $142,480 at 6%; with 50% employer match about $142,480 at 4% or $94,986 at 6%; with 100% employer match about $106,860 at 4% or $71,240 at 6%. |
| Independent Sector Defined Contribution Plan | - | 55 | $5,168,103 | - | - |
| 2022 | 2 | 85 | $10,759,066 | $606,117 | $7,131iApproximate average salary by contribution assumption: employee only about $178,270 at 4% or $118,846 at 6%; with 50% employer match about $118,846 at 4% or $79,231 at 6%; with 100% employer match about $89,135 at 4% or $59,423 at 6%. |
| INDEPENDENT SECTOR 403(B) RETIREMENT PLAN | - | 85 | $6,284,740 | $606,117 | $7,131iApproximate average salary by contribution assumption: employee only about $178,270 at 4% or $118,846 at 6%; with 50% employer match about $118,846 at 4% or $79,231 at 6%; with 100% employer match about $89,135 at 4% or $59,423 at 6%. |
| Independent Sector Defined Contribution Plan | - | 59 | $4,474,326 | - | - |
| 2021 | 2 | 86 | $13,272,792 | $689,504 | $8,017iApproximate average salary by contribution assumption: employee only about $200,437 at 4% or $133,625 at 6%; with 50% employer match about $133,625 at 4% or $89,083 at 6%; with 100% employer match about $100,219 at 4% or $66,812 at 6%. |
| INDEPENDENT SECTOR 403(B) RETIREMENT PLAN | - | 86 | $7,770,609 | $689,504 | $8,017iApproximate average salary by contribution assumption: employee only about $200,437 at 4% or $133,625 at 6%; with 50% employer match about $133,625 at 4% or $89,083 at 6%; with 100% employer match about $100,219 at 4% or $66,812 at 6%. |
| Independent Sector Defined Contribution Plan | - | 65 | $5,502,183 | - | - |
| 2020 | 1 | 57 | $9,158,597 | $492,670 | $8,643iApproximate average salary by contribution assumption: employee only about $216,083 at 4% or $144,056 at 6%; with 50% employer match about $144,056 at 4% or $96,037 at 6%; with 100% employer match about $108,042 at 4% or $72,028 at 6%. |
| INDEPENDENT SECTOR 403(B) PLAN | - | 57 | $9,158,597 | $492,670 | $8,643iApproximate average salary by contribution assumption: employee only about $216,083 at 4% or $144,056 at 6%; with 50% employer match about $144,056 at 4% or $96,037 at 6%; with 100% employer match about $108,042 at 4% or $72,028 at 6%. |
| 2019 | 1 | 50 | $5,129,419 | $499,304 | $9,986iApproximate average salary by contribution assumption: employee only about $249,652 at 4% or $166,435 at 6%; with 50% employer match about $166,435 at 4% or $110,956 at 6%; with 100% employer match about $124,826 at 4% or $83,217 at 6%. |
| INDEPENDENT SECTOR 403(B) RETIREMENT PLAN | - | 50 | $5,129,419 | $499,304 | $9,986iApproximate average salary by contribution assumption: employee only about $249,652 at 4% or $166,435 at 6%; with 50% employer match about $166,435 at 4% or $110,956 at 6%; with 100% employer match about $124,826 at 4% or $83,217 at 6%. |
| 2018 | 1 | 51 | $4,703,126 | $576,888 | $11,312iApproximate average salary by contribution assumption: employee only about $282,788 at 4% or $188,525 at 6%; with 50% employer match about $188,525 at 4% or $125,684 at 6%; with 100% employer match about $141,394 at 4% or $94,263 at 6%. |
| INDEPENDENT SECTOR 403(B) RETIREMENT PLAN | - | 51 | $4,703,126 | $576,888 | $11,312iApproximate average salary by contribution assumption: employee only about $282,788 at 4% or $188,525 at 6%; with 50% employer match about $188,525 at 4% or $125,684 at 6%; with 100% employer match about $141,394 at 4% or $94,263 at 6%. |
| 2017 | 2 | 50 | $9,318,516 | $453,484 | $9,070iApproximate average salary by contribution assumption: employee only about $226,742 at 4% or $151,161 at 6%; with 50% employer match about $151,161 at 4% or $100,774 at 6%; with 100% employer match about $113,371 at 4% or $75,581 at 6%. |
| Independent Sector Defined Contribution Plan | - | 6 | $4,709,904 | $0 | - |
| INDEPENDENT SECTOR 403(B) RETIREMENT PLAN | - | 50 | $4,608,612 | $453,484 | $9,070iApproximate average salary by contribution assumption: employee only about $226,742 at 4% or $151,161 at 6%; with 50% employer match about $151,161 at 4% or $100,774 at 6%; with 100% employer match about $113,371 at 4% or $75,581 at 6%. |
| 2016 | 2 | 56 | $8,348,186 | $617,341 | $11,024iApproximate average salary by contribution assumption: employee only about $275,599 at 4% or $183,732 at 6%; with 50% employer match about $183,732 at 4% or $122,488 at 6%; with 100% employer match about $137,799 at 4% or $91,866 at 6%. |
| Independent Sector Defined Contribution Plan | - | 7 | $4,390,738 | -$8 | - |
| INDEPENDENT SECTOR 403(B) RETIREMENT PLAN | - | 56 | $3,957,448 | $617,349 | $11,024iApproximate average salary by contribution assumption: employee only about $275,602 at 4% or $183,735 at 6%; with 50% employer match about $183,735 at 4% or $122,490 at 6%; with 100% employer match about $137,801 at 4% or $91,867 at 6%. |
| 2015 | 2 | 55 | $8,919,449 | $608,834 | $11,070iApproximate average salary by contribution assumption: employee only about $276,743 at 4% or $184,495 at 6%; with 50% employer match about $184,495 at 4% or $122,997 at 6%; with 100% employer match about $138,371 at 4% or $92,248 at 6%. |
| Independent Sector Defined Contribution Plan | - | 7 | $4,469,304 | $137,745 | $19,678iApproximate average salary by contribution assumption: employee only about $491,946 at 4% or $327,964 at 6%; with 50% employer match about $327,964 at 4% or $218,643 at 6%; with 100% employer match about $245,973 at 4% or $163,982 at 6%. |
| INDEPENDENT SECTOR 403(B) RETIREMENT PLAN | - | 55 | $4,450,145 | $471,089 | $8,565iApproximate average salary by contribution assumption: employee only about $214,131 at 4% or $142,754 at 6%; with 50% employer match about $142,754 at 4% or $95,169 at 6%; with 100% employer match about $107,066 at 4% or $71,377 at 6%. |
| 2014 | 2 | 52 | $9,051,233 | $413,159 | $7,945iApproximate average salary by contribution assumption: employee only about $198,634 at 4% or $132,423 at 6%; with 50% employer match about $132,423 at 4% or $88,282 at 6%; with 100% employer match about $99,317 at 4% or $66,211 at 6%. |
| Independent Sector Defined Contribution Plan | - | 8 | $4,930,677 | $0 | - |
| INDEPENDENT SECTOR 403(B) RETIREMENT PLAN | - | 52 | $4,120,556 | $413,159 | $7,945iApproximate average salary by contribution assumption: employee only about $198,634 at 4% or $132,423 at 6%; with 50% employer match about $132,423 at 4% or $88,282 at 6%; with 100% employer match about $99,317 at 4% or $66,211 at 6%. |
| 2013 | 2 | 38 | $8,416,093 | $405,702 | $10,676iApproximate average salary by contribution assumption: employee only about $266,909 at 4% or $177,939 at 6%; with 50% employer match about $177,939 at 4% or $118,626 at 6%; with 100% employer match about $133,455 at 4% or $88,970 at 6%. |
| Independent Sector Defined Contribution Plan | - | 9 | $4,929,145 | $0 | - |
| INDEPENDENT SECTOR 403(B) RETIREMENT PLAN | - | 38 | $3,486,948 | $405,702 | $10,676iApproximate average salary by contribution assumption: employee only about $266,909 at 4% or $177,939 at 6%; with 50% employer match about $177,939 at 4% or $118,626 at 6%; with 100% employer match about $133,455 at 4% or $88,970 at 6%. |
| 2012 | 2 | 32 | $7,221,629 | $799,480 | $24,984iApproximate average salary by contribution assumption: employee only about $624,594 at 4% or $416,396 at 6%; with 50% employer match about $416,396 at 4% or $277,597 at 6%; with 100% employer match about $312,297 at 4% or $208,198 at 6%. |
| Independent Sector Defined Contribution Plan | - | 15 | $4,477,038 | $0 | - |
| INDEPENDENT SECTOR 403(B) RETIREMENT PLAN | - | 32 | $2,744,591 | $799,480 | $24,984iApproximate average salary by contribution assumption: employee only about $624,594 at 4% or $416,396 at 6%; with 50% employer match about $416,396 at 4% or $277,597 at 6%; with 100% employer match about $312,297 at 4% or $208,198 at 6%. |
| 2011 | 2 | 31 | $6,502,298 | $338,271 | $10,912iApproximate average salary by contribution assumption: employee only about $272,799 at 4% or $181,866 at 6%; with 50% employer match about $181,866 at 4% or $121,244 at 6%; with 100% employer match about $136,400 at 4% or $90,933 at 6%. |
| Independent Sector Defined Contribution Plan | - | 7 | $4,564,890 | $1,180 | $169iApproximate average salary by contribution assumption: employee only about $4,214 at 4% or $2,810 at 6%; with 50% employer match about $2,810 at 4% or $1,873 at 6%; with 100% employer match about $2,107 at 4% or $1,405 at 6%. |
| INDEPENDENT SECTOR 403(B) RETIREMENT PLAN | - | 31 | $1,937,408 | $337,091 | $10,874iApproximate average salary by contribution assumption: employee only about $271,848 at 4% or $181,232 at 6%; with 50% employer match about $181,232 at 4% or $120,821 at 6%; with 100% employer match about $135,924 at 4% or $90,616 at 6%. |
| 2010 | 2 | 40 | $7,014,776 | $349,732 | $8,743iApproximate average salary by contribution assumption: employee only about $218,582 at 4% or $145,722 at 6%; with 50% employer match about $145,722 at 4% or $97,148 at 6%; with 100% employer match about $109,291 at 4% or $72,861 at 6%. |
| Independent Sector Defined Contribution Plan | - | 9 | $5,094,247 | $1,179 | $131iApproximate average salary by contribution assumption: employee only about $3,275 at 4% or $2,183 at 6%; with 50% employer match about $2,183 at 4% or $1,456 at 6%; with 100% employer match about $1,638 at 4% or $1,092 at 6%. |
| INDEPENDENT SECTOR 403(B) RETIREMENT PLAN | - | 40 | $1,920,529 | $348,553 | $8,714iApproximate average salary by contribution assumption: employee only about $217,846 at 4% or $145,230 at 6%; with 50% employer match about $145,230 at 4% or $96,820 at 6%; with 100% employer match about $108,923 at 4% or $72,615 at 6%. |
| 2009 | 2 | 10 | $6,931,684 | $701,667 | $70,167iApproximate average salary by contribution assumption: employee only about $1,754,168 at 4% or $1,169,445 at 6%; with 50% employer match about $1,169,445 at 4% or $779,630 at 6%; with 100% employer match about $877,084 at 4% or $584,723 at 6%. |
| Independent Sector Defined Contribution Plan | - | 10 | $5,362,944 | $433,561 | $43,356iApproximate average salary by contribution assumption: employee only about $1,083,903 at 4% or $722,602 at 6%; with 50% employer match about $722,602 at 4% or $481,734 at 6%; with 100% employer match about $541,951 at 4% or $361,301 at 6%. |
| Independent Sector Defined Contribution Plan | - | 0 | $1,568,740 | $268,106 | - |
| 2008 | 2 | 0 | $0 | $0 | - |
| TAX DEFERRED ANNUITY PLAN OF INDEPENDENT SECTOR | - | 0 | - | - | - |
| Independent Sector Defined Contribution Plan | - | 0 | - | - | - |
| 2007 | 2 | 0 | $0 | $0 | - |
| TAX DEFERRED ANNUITY PLAN OF INDEPENDENT SECTOR | - | 0 | - | - | - |
| Independent Sector Defined Contribution Plan | - | 0 | - | - | - |
| 2006 | 2 | 0 | $0 | $0 | - |
| Independent Sector Defined Contribution Plan | - | 0 | - | - | - |
| TAX DEFERRED ANNUITY PLAN OF INDEPENDENT SECTOR | - | 0 | - | - | - |
| 2005 | 2 | 0 | $0 | $0 | - |
| Independent Sector Defined Contribution Plan | - | 0 | - | - | - |
| TAX DEFERRED ANNUITY PLAN OF INDEPENDENT SECTOR | - | 0 | - | - | - |
| 2004 | 2 | 32 | $0 | $0 | - |
| TAX DEFERRED ANNUITY PLAN OF INDEPENDENT SECTOR | - | 0 | - | - | - |
| Independent Sector Defined Contribution Plan | - | 32 | - | - | - |
| 2003 | 2 | 28 | $0 | $0 | - |
| TAX DEFERRED ANNUITY PLAN OF INDEPENDENT SECTOR | - | 0 | - | - | - |
| Independent Sector Defined Contribution Plan | - | 28 | - | - | - |
| 2002 | 2 | 31 | $0 | $0 | - |
| Independent Sector Defined Contribution Plan | - | 31 | - | - | - |
| TAX DEFERRED ANNUITY PLAN OF INDEPENDENT SECTOR | - | 0 | - | - | - |
| 2001 | 2 | 21 | $1,364,945 | $284,492 | $13,547iApproximate average salary by contribution assumption: employee only about $338,681 at 4% or $225,787 at 6%; with 50% employer match about $225,787 at 4% or $150,525 at 6%; with 100% employer match about $169,340 at 4% or $112,894 at 6%. |
| Independent Sector Defined Contribution Plan | - | 21 | $1,364,945 | $284,492 | $13,547iApproximate average salary by contribution assumption: employee only about $338,681 at 4% or $225,787 at 6%; with 50% employer match about $225,787 at 4% or $150,525 at 6%; with 100% employer match about $169,340 at 4% or $112,894 at 6%. |
| TAX DEFERRED ANNUITY PLAN OF INDEPENDENT SECTOR | - | 0 | - | - | - |
| 2000 | 1 | 25 | $4,368,965 | $301,703 | $12,068iApproximate average salary by contribution assumption: employee only about $301,703 at 4% or $201,135 at 6%; with 50% employer match about $201,135 at 4% or $134,090 at 6%; with 100% employer match about $150,852 at 4% or $100,568 at 6%. |
| Independent Sector Defined Contribution Plan | - | 25 | $4,368,965 | $301,703 | $12,068iApproximate average salary by contribution assumption: employee only about $301,703 at 4% or $201,135 at 6%; with 50% employer match about $201,135 at 4% or $134,090 at 6%; with 100% employer match about $150,852 at 4% or $100,568 at 6%. |
| 1999 | 1 | 31 | $5,169,404 | $312,286 | $10,074iApproximate average salary by contribution assumption: employee only about $251,844 at 4% or $167,896 at 6%; with 50% employer match about $167,896 at 4% or $111,930 at 6%; with 100% employer match about $125,922 at 4% or $83,948 at 6%. |
| Independent Sector Defined Contribution Plan | - | 31 | $5,169,404 | $312,286 | $10,074iApproximate average salary by contribution assumption: employee only about $251,844 at 4% or $167,896 at 6%; with 50% employer match about $167,896 at 4% or $111,930 at 6%; with 100% employer match about $125,922 at 4% or $83,948 at 6%. |