Civic Intelligence

Naleo Educational Fund

Plan context: Naleo Educational Fund Retirement Plan

EIN 52-1212849 • Monterey Park, CA • 31 filings • 2 plans

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1000 Corporate Center Dr.Ste. 310Monterey Park, CA 91754
Current Snapshot

Latest Year

2025

2025 Participants

49

2025 Assets

$4,136,692

2025 Contributions

$194,115

Historical Graphs

Total Assets Over Time

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

$4,951,533$2,475,767$0200920172025YearValue
$4,136,692Latest year 2025

Participants Over Time

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

65330200920172025YearValue
49Latest year 2025

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
2025149$4,136,692$194,115$3,962iApproximate average salary by contribution assumption: employee only about $99,038 at 4% or $66,026 at 6%; with 50% employer match about $66,026 at 4% or $44,017 at 6%; with 100% employer match about $49,519 at 4% or $33,013 at 6%.
Naleo Educational Fund Retirement Plan-49$4,136,692$194,115$3,962iApproximate average salary by contribution assumption: employee only about $99,038 at 4% or $66,026 at 6%; with 50% employer match about $66,026 at 4% or $44,017 at 6%; with 100% employer match about $49,519 at 4% or $33,013 at 6%.
2024160$4,951,533$406,152$6,769iApproximate average salary by contribution assumption: employee only about $169,230 at 4% or $112,820 at 6%; with 50% employer match about $112,820 at 4% or $75,213 at 6%; with 100% employer match about $84,615 at 4% or $56,410 at 6%.
Naleo Educational Fund Retirement Plan-60$4,951,533$406,152$6,769iApproximate average salary by contribution assumption: employee only about $169,230 at 4% or $112,820 at 6%; with 50% employer match about $112,820 at 4% or $75,213 at 6%; with 100% employer match about $84,615 at 4% or $56,410 at 6%.
2023159$4,099,248$406,760$6,894iApproximate average salary by contribution assumption: employee only about $172,356 at 4% or $114,904 at 6%; with 50% employer match about $114,904 at 4% or $76,603 at 6%; with 100% employer match about $86,178 at 4% or $57,452 at 6%.
Naleo Educational Fund Retirement Plan-59$4,099,248$406,760$6,894iApproximate average salary by contribution assumption: employee only about $172,356 at 4% or $114,904 at 6%; with 50% employer match about $114,904 at 4% or $76,603 at 6%; with 100% employer match about $86,178 at 4% or $57,452 at 6%.
2022164$3,373,800$452,023$7,063iApproximate average salary by contribution assumption: employee only about $176,571 at 4% or $117,714 at 6%; with 50% employer match about $117,714 at 4% or $78,476 at 6%; with 100% employer match about $88,286 at 4% or $58,857 at 6%.
Naleo Educational Fund Retirement Plan-64$3,373,800$452,023$7,063iApproximate average salary by contribution assumption: employee only about $176,571 at 4% or $117,714 at 6%; with 50% employer match about $117,714 at 4% or $78,476 at 6%; with 100% employer match about $88,286 at 4% or $58,857 at 6%.
2021165$3,689,850$413,396$6,360iApproximate average salary by contribution assumption: employee only about $158,998 at 4% or $105,999 at 6%; with 50% employer match about $105,999 at 4% or $70,666 at 6%; with 100% employer match about $79,499 at 4% or $52,999 at 6%.
Naleo Educational Fund Retirement Plan-65$3,689,850$413,396$6,360iApproximate average salary by contribution assumption: employee only about $158,998 at 4% or $105,999 at 6%; with 50% employer match about $105,999 at 4% or $70,666 at 6%; with 100% employer match about $79,499 at 4% or $52,999 at 6%.
2020265$3,114,483$354,342$5,451iApproximate average salary by contribution assumption: employee only about $136,285 at 4% or $90,857 at 6%; with 50% employer match about $90,857 at 4% or $60,571 at 6%; with 100% employer match about $68,143 at 4% or $45,428 at 6%.
Naleo Educational Fund Retirement Plan-65$3,090,699$330,558$5,086iApproximate average salary by contribution assumption: employee only about $127,138 at 4% or $84,758 at 6%; with 50% employer match about $84,758 at 4% or $56,506 at 6%; with 100% employer match about $63,569 at 4% or $42,379 at 6%.
Naleo Educational Fund Flexible Benefits Plan-20$23,784$23,784$1,189iApproximate average salary by contribution assumption: employee only about $29,730 at 4% or $19,820 at 6%; with 50% employer match about $19,820 at 4% or $13,213 at 6%; with 100% employer match about $14,865 at 4% or $9,910 at 6%.
2019157$2,404,907$274,018$4,807iApproximate average salary by contribution assumption: employee only about $120,183 at 4% or $80,122 at 6%; with 50% employer match about $80,122 at 4% or $53,415 at 6%; with 100% employer match about $60,092 at 4% or $40,061 at 6%.
Naleo Educational Fund Retirement Plan-57$2,404,907$274,018$4,807iApproximate average salary by contribution assumption: employee only about $120,183 at 4% or $80,122 at 6%; with 50% employer match about $80,122 at 4% or $53,415 at 6%; with 100% employer match about $60,092 at 4% or $40,061 at 6%.
2018248$1,867,431$243,655$5,076iApproximate average salary by contribution assumption: employee only about $126,904 at 4% or $84,602 at 6%; with 50% employer match about $84,602 at 4% or $56,402 at 6%; with 100% employer match about $63,452 at 4% or $42,301 at 6%.
Naleo Educational Fund Retirement Plan-48$1,843,862$220,086$4,585iApproximate average salary by contribution assumption: employee only about $114,628 at 4% or $76,419 at 6%; with 50% employer match about $76,419 at 4% or $50,946 at 6%; with 100% employer match about $57,314 at 4% or $38,209 at 6%.
Naleo Educational Fund Flexible Benefits Plan-18$23,569$23,569$1,309iApproximate average salary by contribution assumption: employee only about $32,735 at 4% or $21,823 at 6%; with 50% employer match about $21,823 at 4% or $14,549 at 6%; with 100% employer match about $16,367 at 4% or $10,912 at 6%.
2017253$1,838,683$264,712$4,995iApproximate average salary by contribution assumption: employee only about $124,864 at 4% or $83,243 at 6%; with 50% employer match about $83,243 at 4% or $55,495 at 6%; with 100% employer match about $62,432 at 4% or $41,621 at 6%.
Naleo Educational Fund Retirement Plan-53$1,818,842$244,871$4,620iApproximate average salary by contribution assumption: employee only about $115,505 at 4% or $77,003 at 6%; with 50% employer match about $77,003 at 4% or $51,336 at 6%; with 100% employer match about $57,753 at 4% or $38,502 at 6%.
Naleo Educational Fund Flexible Benefits Plan-22$19,841$19,841$902iApproximate average salary by contribution assumption: employee only about $22,547 at 4% or $15,031 at 6%; with 50% employer match about $15,031 at 4% or $10,021 at 6%; with 100% employer match about $11,273 at 4% or $7,516 at 6%.
2016250$1,753,723$180,669$3,613iApproximate average salary by contribution assumption: employee only about $90,335 at 4% or $60,223 at 6%; with 50% employer match about $60,223 at 4% or $40,149 at 6%; with 100% employer match about $45,167 at 4% or $30,112 at 6%.
Naleo Educational Fund Retirement Plan-50$1,736,196$163,142$3,263iApproximate average salary by contribution assumption: employee only about $81,571 at 4% or $54,381 at 6%; with 50% employer match about $54,381 at 4% or $36,254 at 6%; with 100% employer match about $40,786 at 4% or $27,190 at 6%.
Naleo Educational Fund Flexible Benefits Plan-21$17,527$17,527$835iApproximate average salary by contribution assumption: employee only about $20,865 at 4% or $13,910 at 6%; with 50% employer match about $13,910 at 4% or $9,274 at 6%; with 100% employer match about $10,433 at 4% or $6,955 at 6%.
2015235$1,513,301$124,474$3,556iApproximate average salary by contribution assumption: employee only about $88,910 at 4% or $59,273 at 6%; with 50% employer match about $59,273 at 4% or $39,516 at 6%; with 100% employer match about $44,455 at 4% or $29,637 at 6%.
Naleo Educational Fund Retirement Plan-35$1,499,200$110,373$3,154iApproximate average salary by contribution assumption: employee only about $78,838 at 4% or $52,559 at 6%; with 50% employer match about $52,559 at 4% or $35,039 at 6%; with 100% employer match about $39,419 at 4% or $26,279 at 6%.
Naleo Educational Fund Flexible Benefits Plan-14$14,101$14,101$1,007iApproximate average salary by contribution assumption: employee only about $25,180 at 4% or $16,787 at 6%; with 50% employer match about $16,787 at 4% or $11,191 at 6%; with 100% employer match about $12,590 at 4% or $8,393 at 6%.
2014237$1,508,727$134,962$3,648iApproximate average salary by contribution assumption: employee only about $91,191 at 4% or $60,794 at 6%; with 50% employer match about $60,794 at 4% or $40,529 at 6%; with 100% employer match about $45,595 at 4% or $30,397 at 6%.
Naleo Educational Fund Retirement Plan-37$1,507,542$117,386$3,173iApproximate average salary by contribution assumption: employee only about $79,315 at 4% or $52,877 at 6%; with 50% employer match about $52,877 at 4% or $35,251 at 6%; with 100% employer match about $39,657 at 4% or $26,438 at 6%.
Naleo Educational Fund Flexible Benefits Plan--$1,185$17,576-
2013235$1,273,855$146,451$4,184iApproximate average salary by contribution assumption: employee only about $104,608 at 4% or $69,739 at 6%; with 50% employer match about $69,739 at 4% or $46,492 at 6%; with 100% employer match about $52,304 at 4% or $34,869 at 6%.
Naleo Educational Fund Retirement Plan-35$1,272,251$127,696$3,648iApproximate average salary by contribution assumption: employee only about $91,211 at 4% or $60,808 at 6%; with 50% employer match about $60,808 at 4% or $40,538 at 6%; with 100% employer match about $45,606 at 4% or $30,404 at 6%.
Naleo Educational Fund Flexible Benefits Plan-14$1,604$18,755$1,340iApproximate average salary by contribution assumption: employee only about $33,491 at 4% or $22,327 at 6%; with 50% employer match about $22,327 at 4% or $14,885 at 6%; with 100% employer match about $16,746 at 4% or $11,164 at 6%.
2012231$980,984$115,760$3,734iApproximate average salary by contribution assumption: employee only about $93,355 at 4% or $62,237 at 6%; with 50% employer match about $62,237 at 4% or $41,491 at 6%; with 100% employer match about $46,677 at 4% or $31,118 at 6%.
Naleo Educational Fund Retirement Plan-31$980,984$104,219$3,362iApproximate average salary by contribution assumption: employee only about $84,048 at 4% or $56,032 at 6%; with 50% employer match about $56,032 at 4% or $37,354 at 6%; with 100% employer match about $42,024 at 4% or $28,016 at 6%.
Naleo Educational Fund Flexible Benefits Plan-11-$11,541$1,049iApproximate average salary by contribution assumption: employee only about $26,230 at 4% or $17,486 at 6%; with 50% employer match about $17,486 at 4% or $11,658 at 6%; with 100% employer match about $13,115 at 4% or $8,743 at 6%.
2011136$823,804$120,133$3,337iApproximate average salary by contribution assumption: employee only about $83,426 at 4% or $55,617 at 6%; with 50% employer match about $55,617 at 4% or $37,078 at 6%; with 100% employer match about $41,713 at 4% or $27,809 at 6%.
Naleo Educational Fund Retirement Plan-36$823,804$120,133$3,337iApproximate average salary by contribution assumption: employee only about $83,426 at 4% or $55,617 at 6%; with 50% employer match about $55,617 at 4% or $37,078 at 6%; with 100% employer match about $41,713 at 4% or $27,809 at 6%.
2010133$732,385$110,723$3,355iApproximate average salary by contribution assumption: employee only about $83,881 at 4% or $55,921 at 6%; with 50% employer match about $55,921 at 4% or $37,280 at 6%; with 100% employer match about $41,941 at 4% or $27,960 at 6%.
Naleo Educational Fund Retirement Plan-33$732,385$110,723$3,355iApproximate average salary by contribution assumption: employee only about $83,881 at 4% or $55,921 at 6%; with 50% employer match about $55,921 at 4% or $37,280 at 6%; with 100% employer match about $41,941 at 4% or $27,960 at 6%.
2009130$582,934$90,143$3,005iApproximate average salary by contribution assumption: employee only about $75,119 at 4% or $50,079 at 6%; with 50% employer match about $50,079 at 4% or $33,386 at 6%; with 100% employer match about $37,560 at 4% or $25,040 at 6%.
Naleo Educational Fund Retirement Plan-30$582,934$90,143$3,005iApproximate average salary by contribution assumption: employee only about $75,119 at 4% or $50,079 at 6%; with 50% employer match about $50,079 at 4% or $33,386 at 6%; with 100% employer match about $37,560 at 4% or $25,040 at 6%.
200810$0$0-
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200710$0$0-
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200610$0$0-
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200410$0$0-
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200310$0$0-
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200210$0$0-
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