Caplin & Drysdale, Chartered
Plan context: Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan A
EIN 52-1226629 • Washington, DC • 62 filings • 9 plans
Current Snapshot
Latest Year
2023
2023 Participants
72
2023 Assets
$66,745,203
2023 Contributions
$3,202,122
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 |
|---|---|---|---|---|---|
| 2023 | 2 | 72 | $66,745,203 | $3,202,122 | $44,474iApproximate average salary by contribution assumption: employee only about $1,111,848 at 4% or $741,232 at 6%; with 50% employer match about $741,232 at 4% or $494,155 at 6%; with 100% employer match about $555,924 at 4% or $370,616 at 6%. |
| Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan A | - | 72 | $55,056,567 | $2,605,339 | $36,185iApproximate average salary by contribution assumption: employee only about $904,632 at 4% or $603,088 at 6%; with 50% employer match about $603,088 at 4% or $402,058 at 6%; with 100% employer match about $452,316 at 4% or $301,544 at 6%. |
| Caplin & Drysdale, Chartered Retirement Plan and Trust - Single Plan B | - | 26 | $11,688,636 | $596,783 | $22,953iApproximate average salary by contribution assumption: employee only about $573,830 at 4% or $382,553 at 6%; with 50% employer match about $382,553 at 4% or $255,035 at 6%; with 100% employer match about $286,915 at 4% or $191,277 at 6%. |
| 2022 | 2 | 67 | $71,151,711 | $3,566,822 | $53,236iApproximate average salary by contribution assumption: employee only about $1,330,904 at 4% or $887,269 at 6%; with 50% employer match about $887,269 at 4% or $591,513 at 6%; with 100% employer match about $665,452 at 4% or $443,635 at 6%. |
| Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan A | - | 67 | $61,913,247 | $2,427,715 | $36,235iApproximate average salary by contribution assumption: employee only about $905,864 at 4% or $603,909 at 6%; with 50% employer match about $603,909 at 4% or $402,606 at 6%; with 100% employer match about $452,932 at 4% or $301,955 at 6%. |
| Caplin & Drysdale, Chartered Retirement Plan and Trust - Single Plan B | - | 27 | $9,238,464 | $1,139,107 | $42,189iApproximate average salary by contribution assumption: employee only about $1,054,729 at 4% or $703,152 at 6%; with 50% employer match about $703,152 at 4% or $468,768 at 6%; with 100% employer match about $527,364 at 4% or $351,576 at 6%. |
| 2021 | 3 | 86 | $72,228,512 | $2,836,847 | $32,987iApproximate average salary by contribution assumption: employee only about $824,665 at 4% or $549,777 at 6%; with 50% employer match about $549,777 at 4% or $366,518 at 6%; with 100% employer match about $412,332 at 4% or $274,888 at 6%. |
| Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan A | - | 59 | $64,601,411 | $2,330,721 | $39,504iApproximate average salary by contribution assumption: employee only about $987,594 at 4% or $658,396 at 6%; with 50% employer match about $658,396 at 4% or $438,931 at 6%; with 100% employer match about $493,797 at 4% or $329,198 at 6%. |
| Caplin & Drysdale, Chartered Retirement Plan and Trust - Single Plan B | - | 32 | $7,627,101 | $506,126 | $15,816iApproximate average salary by contribution assumption: employee only about $395,411 at 4% or $263,607 at 6%; with 50% employer match about $263,607 at 4% or $175,738 at 6%; with 100% employer match about $197,705 at 4% or $131,804 at 6%. |
| Caplin & Drysdale, Chartered Health & Welfare Plan | - | 86 | - | - | - |
| 2020 | 3 | 92 | $85,339,697 | $3,114,750 | $33,856iApproximate average salary by contribution assumption: employee only about $846,399 at 4% or $564,266 at 6%; with 50% employer match about $564,266 at 4% or $376,178 at 6%; with 100% employer match about $423,200 at 4% or $282,133 at 6%. |
| Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan A | - | 73 | $76,552,932 | $2,641,705 | $36,188iApproximate average salary by contribution assumption: employee only about $904,693 at 4% or $603,129 at 6%; with 50% employer match about $603,129 at 4% or $402,086 at 6%; with 100% employer match about $452,347 at 4% or $301,564 at 6%. |
| Caplin & Drysdale, Chartered Retirement Plan and Trust - Single Plan B | - | 23 | $8,786,765 | $473,045 | $20,567iApproximate average salary by contribution assumption: employee only about $514,179 at 4% or $342,786 at 6%; with 50% employer match about $342,786 at 4% or $228,524 at 6%; with 100% employer match about $257,090 at 4% or $171,393 at 6%. |
| Caplin & Drysdale, Chartered Health & Welfare Plan | - | 92 | - | - | - |
| 2019 | 3 | 106 | $79,720,009 | $2,986,748 | $28,177iApproximate average salary by contribution assumption: employee only about $704,422 at 4% or $469,614 at 6%; with 50% employer match about $469,614 at 4% or $313,076 at 6%; with 100% employer match about $352,211 at 4% or $234,807 at 6%. |
| Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan A | - | 76 | $72,881,928 | $2,559,837 | $33,682iApproximate average salary by contribution assumption: employee only about $842,052 at 4% or $561,368 at 6%; with 50% employer match about $561,368 at 4% or $374,245 at 6%; with 100% employer match about $421,026 at 4% or $280,684 at 6%. |
| Caplin & Drysdale, Chartered Retirement Plan and Trust - Single Plan B | - | 20 | $6,838,081 | $426,911 | $21,346iApproximate average salary by contribution assumption: employee only about $533,639 at 4% or $355,759 at 6%; with 50% employer match about $355,759 at 4% or $237,173 at 6%; with 100% employer match about $266,819 at 4% or $177,880 at 6%. |
| Caplin & Drysdale, Chartered Health & Welfare Plan | - | 106 | - | - | - |
| 2018 | 3 | 109 | $73,779,702 | $4,180,355 | $38,352iApproximate average salary by contribution assumption: employee only about $958,797 at 4% or $639,198 at 6%; with 50% employer match about $639,198 at 4% or $426,132 at 6%; with 100% employer match about $479,399 at 4% or $319,599 at 6%. |
| Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan A | - | 88 | $67,624,553 | $3,664,171 | $41,638iApproximate average salary by contribution assumption: employee only about $1,040,958 at 4% or $693,972 at 6%; with 50% employer match about $693,972 at 4% or $462,648 at 6%; with 100% employer match about $520,479 at 4% or $346,986 at 6%. |
| Caplin & Drysdale, Chartered Retirement Plan and Trust - Single Plan B | - | 17 | $6,155,149 | $516,184 | $30,364iApproximate average salary by contribution assumption: employee only about $759,094 at 4% or $506,063 at 6%; with 50% employer match about $506,063 at 4% or $337,375 at 6%; with 100% employer match about $379,547 at 4% or $253,031 at 6%. |
| Caplin & Drysdale, Chartered Health & Welfare Plan | - | 109 | - | - | - |
| 2017 | 3 | 112 | $75,749,442 | $3,323,873 | $29,677iApproximate average salary by contribution assumption: employee only about $741,936 at 4% or $494,624 at 6%; with 50% employer match about $494,624 at 4% or $329,749 at 6%; with 100% employer match about $370,968 at 4% or $247,312 at 6%. |
| Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan A | - | 92 | $69,648,245 | $2,818,009 | $30,631iApproximate average salary by contribution assumption: employee only about $765,763 at 4% or $510,509 at 6%; with 50% employer match about $510,509 at 4% or $340,339 at 6%; with 100% employer match about $382,882 at 4% or $255,254 at 6%. |
| Caplin & Drysdale, Chartered Retirement Plan and Trust - Single Plan B | - | 25 | $6,101,197 | $505,864 | $20,235iApproximate average salary by contribution assumption: employee only about $505,864 at 4% or $337,243 at 6%; with 50% employer match about $337,243 at 4% or $224,828 at 6%; with 100% employer match about $252,932 at 4% or $168,621 at 6%. |
| Caplin & Drysdale, Chartered Health & Welfare Plan | - | 112 | - | - | - |
| 2016 | 3 | 109 | $72,177,400 | $2,989,258 | $27,424iApproximate average salary by contribution assumption: employee only about $685,610 at 4% or $457,073 at 6%; with 50% employer match about $457,073 at 4% or $304,715 at 6%; with 100% employer match about $342,805 at 4% or $228,537 at 6%. |
| Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan A | - | 89 | $67,052,291 | $2,514,476 | $28,253iApproximate average salary by contribution assumption: employee only about $706,313 at 4% or $470,876 at 6%; with 50% employer match about $470,876 at 4% or $313,917 at 6%; with 100% employer match about $353,157 at 4% or $235,438 at 6%. |
| Caplin & Drysdale, Chartered Retirement Plan and Trust - Single Plan B | - | 20 | $5,125,109 | $474,782 | $23,739iApproximate average salary by contribution assumption: employee only about $593,478 at 4% or $395,652 at 6%; with 50% employer match about $395,652 at 4% or $263,768 at 6%; with 100% employer match about $296,739 at 4% or $197,826 at 6%. |
| Caplin & Drysdale, Chartered Health & Welfare Plan | - | 109 | - | - | - |
| 2015 | 3 | 115 | $64,950,398 | $4,459,582 | $38,779iApproximate average salary by contribution assumption: employee only about $969,474 at 4% or $646,316 at 6%; with 50% employer match about $646,316 at 4% or $430,877 at 6%; with 100% employer match about $484,737 at 4% or $323,158 at 6%. |
| Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan A | - | 91 | $60,700,152 | $3,944,631 | $43,348iApproximate average salary by contribution assumption: employee only about $1,083,690 at 4% or $722,460 at 6%; with 50% employer match about $722,460 at 4% or $481,640 at 6%; with 100% employer match about $541,845 at 4% or $361,230 at 6%. |
| Caplin & Drysdale, Chartered Retirement Plan and Trust - Single Plan B | - | 22 | $4,250,246 | $514,951 | $23,407iApproximate average salary by contribution assumption: employee only about $585,172 at 4% or $390,114 at 6%; with 50% employer match about $390,114 at 4% or $260,076 at 6%; with 100% employer match about $292,586 at 4% or $195,057 at 6%. |
| Caplin & Drysdale, Chartered Health & Welfare Plan | - | 115 | - | - | - |
| 2014 | 3 | 114 | $74,708,120 | $2,994,617 | $26,269iApproximate average salary by contribution assumption: employee only about $656,714 at 4% or $437,810 at 6%; with 50% employer match about $437,810 at 4% or $291,873 at 6%; with 100% employer match about $328,357 at 4% or $218,905 at 6%. |
| Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan A | - | 93 | $68,426,770 | $2,598,787 | $27,944iApproximate average salary by contribution assumption: employee only about $698,599 at 4% or $465,732 at 6%; with 50% employer match about $465,732 at 4% or $310,488 at 6%; with 100% employer match about $349,299 at 4% or $232,866 at 6%. |
| Caplin & Drysdale, Chartered Retirement Plan and Trust - Single Plan B | - | 18 | $6,281,350 | $395,830 | $21,991iApproximate average salary by contribution assumption: employee only about $549,764 at 4% or $366,509 at 6%; with 50% employer match about $366,509 at 4% or $244,340 at 6%; with 100% employer match about $274,882 at 4% or $183,255 at 6%. |
| Caplin & Drysdale, Chartered Health & Welfare Plan | - | 114 | - | - | - |
| 2013 | 3 | 117 | $74,538,528 | $2,857,816 | $24,426iApproximate average salary by contribution assumption: employee only about $610,644 at 4% or $407,096 at 6%; with 50% employer match about $407,096 at 4% or $271,398 at 6%; with 100% employer match about $305,322 at 4% or $203,548 at 6%. |
| Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan A | - | 91 | $68,012,399 | $2,457,995 | $27,011iApproximate average salary by contribution assumption: employee only about $675,273 at 4% or $450,182 at 6%; with 50% employer match about $450,182 at 4% or $300,121 at 6%; with 100% employer match about $337,637 at 4% or $225,091 at 6%. |
| Caplin & Drysdale, Chartered Retirement Plan and Trust - Single Plan B | - | 18 | $6,526,129 | $399,821 | $22,212iApproximate average salary by contribution assumption: employee only about $555,307 at 4% or $370,205 at 6%; with 50% employer match about $370,205 at 4% or $246,803 at 6%; with 100% employer match about $277,653 at 4% or $185,102 at 6%. |
| Caplin & Drysdale, Chartered Health & Welfare Plan | - | 117 | - | - | - |
| 2012 | 3 | 129 | $65,894,497 | $2,567,723 | $19,905iApproximate average salary by contribution assumption: employee only about $497,621 at 4% or $331,747 at 6%; with 50% employer match about $331,747 at 4% or $221,165 at 6%; with 100% employer match about $248,810 at 4% or $165,874 at 6%. |
| Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan A | - | 93 | $60,230,690 | $2,215,795 | $23,826iApproximate average salary by contribution assumption: employee only about $595,644 at 4% or $397,096 at 6%; with 50% employer match about $397,096 at 4% or $264,731 at 6%; with 100% employer match about $297,822 at 4% or $198,548 at 6%. |
| Caplin & Drysdale, Chartered Retirement Plan and Trust - Single Plan B | - | 27 | $5,663,807 | $351,928 | $13,034iApproximate average salary by contribution assumption: employee only about $325,859 at 4% or $217,240 at 6%; with 50% employer match about $217,240 at 4% or $144,826 at 6%; with 100% employer match about $162,930 at 4% or $108,620 at 6%. |
| Caplin & Drysdale, Chartered Health & Welfare Plan | - | 129 | - | - | - |
| 2011 | 3 | 141 | $61,776,776 | $2,432,588 | $17,252iApproximate average salary by contribution assumption: employee only about $431,310 at 4% or $287,540 at 6%; with 50% employer match about $287,540 at 4% or $191,693 at 6%; with 100% employer match about $215,655 at 4% or $143,770 at 6%. |
| Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan A | - | 96 | $56,731,544 | $2,198,986 | $22,906iApproximate average salary by contribution assumption: employee only about $572,653 at 4% or $381,768 at 6%; with 50% employer match about $381,768 at 4% or $254,512 at 6%; with 100% employer match about $286,326 at 4% or $190,884 at 6%. |
| Caplin & Drysdale, Chartered Retirement Plan and Trust - Single Plan B | - | 22 | $5,045,232 | $233,602 | $10,618iApproximate average salary by contribution assumption: employee only about $265,457 at 4% or $176,971 at 6%; with 50% employer match about $176,971 at 4% or $117,981 at 6%; with 100% employer match about $132,728 at 4% or $88,486 at 6%. |
| Caplin & Drysdale, Chartered Health & Welfare Plan | - | 141 | - | - | - |
| 2010 | 3 | 182 | $59,537,175 | $2,506,288 | $13,771iApproximate average salary by contribution assumption: employee only about $344,270 at 4% or $229,514 at 6%; with 50% employer match about $229,514 at 4% or $153,009 at 6%; with 100% employer match about $172,135 at 4% or $114,757 at 6%. |
| Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan A | - | 97 | $55,255,127 | $2,310,120 | $23,816iApproximate average salary by contribution assumption: employee only about $595,392 at 4% or $396,928 at 6%; with 50% employer match about $396,928 at 4% or $264,619 at 6%; with 100% employer match about $297,696 at 4% or $198,464 at 6%. |
| Caplin & Drysdale, Chartered Retirement Plan and Trust - Single Plan B | - | 17 | $4,282,048 | $196,168 | $11,539iApproximate average salary by contribution assumption: employee only about $288,482 at 4% or $192,322 at 6%; with 50% employer match about $192,322 at 4% or $128,214 at 6%; with 100% employer match about $144,241 at 4% or $96,161 at 6%. |
| Caplin & Drysdale, Chartered Health & Welfare Plan | - | 182 | - | - | - |
| 2009 | 3 | 127 | $0 | $0 | - |
| Caplin & Drysdale, Chartered Health & Welfare Plan | - | 127 | - | - | - |
| Caplin & Drysdale, Chartered Retirement Plan and Trust - Single Plan B | - | - | - | - | - |
| Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan A | - | - | - | - | - |
| 2008 | 3 | 121 | $0 | $0 | - |
| CAPLIN & DRYSDALE GROUP LONG TERM DISABILITY PLAN | - | 0 | - | - | - |
| Caplin & Drysdale, Chartered Health & Welfare Plan | - | 121 | - | - | - |
| CAPLIN & DRYSDALE GROUP LIFE INSURANCE PLAN | - | 0 | - | - | - |
| 2007 | 4 | 120 | $62,043,943 | $2,070,168 | $17,251iApproximate average salary by contribution assumption: employee only about $431,285 at 4% or $287,523 at 6%; with 50% employer match about $287,523 at 4% or $191,682 at 6%; with 100% employer match about $215,643 at 4% or $143,762 at 6%. |
| Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan A | - | 90 | $62,043,943 | $2,070,168 | $23,002iApproximate average salary by contribution assumption: employee only about $575,047 at 4% or $383,364 at 6%; with 50% employer match about $383,364 at 4% or $255,576 at 6%; with 100% employer match about $287,523 at 4% or $191,682 at 6%. |
| Caplin & Drysdale, Chartered Retirement Plan and Trust - Single Plan B | - | 30 | - | - | - |
| Caplin & Drysdale, Chartered Health & Welfare Plan | - | 120 | - | - | - |
| CAPLIN & DRYSDALE GROUP LONG TERM DISABILITY PLAN | - | 118 | - | - | - |
| 2006 | 2 | 82 | $76,297,251 | $2,210,243 | $26,954iApproximate average salary by contribution assumption: employee only about $673,855 at 4% or $449,236 at 6%; with 50% employer match about $449,236 at 4% or $299,491 at 6%; with 100% employer match about $336,927 at 4% or $224,618 at 6%. |
| Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan A | - | 82 | $70,131,838 | $1,831,733 | $22,338iApproximate average salary by contribution assumption: employee only about $558,455 at 4% or $372,303 at 6%; with 50% employer match about $372,303 at 4% or $248,202 at 6%; with 100% employer match about $279,228 at 4% or $186,152 at 6%. |
| Caplin & Drysdale, Chartered Retirement Plan and Trust - Single Plan B | - | 28 | $6,165,413 | $378,510 | $13,518iApproximate average salary by contribution assumption: employee only about $337,955 at 4% or $225,304 at 6%; with 50% employer match about $225,304 at 4% or $150,202 at 6%; with 100% employer match about $168,978 at 4% or $112,652 at 6%. |
| 2005 | 2 | 109 | $65,857,026 | $2,586,349 | $23,728iApproximate average salary by contribution assumption: employee only about $593,199 at 4% or $395,466 at 6%; with 50% employer match about $395,466 at 4% or $263,644 at 6%; with 100% employer match about $296,600 at 4% or $197,733 at 6%. |
| Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan A | - | 109 | $60,340,276 | $2,293,657 | $21,043iApproximate average salary by contribution assumption: employee only about $526,068 at 4% or $350,712 at 6%; with 50% employer match about $350,712 at 4% or $233,808 at 6%; with 100% employer match about $263,034 at 4% or $175,356 at 6%. |
| Caplin & Drysdale, Chartered Retirement Plan and Trust - Single Plan B | - | 18 | $5,516,750 | $292,692 | $16,261iApproximate average salary by contribution assumption: employee only about $406,517 at 4% or $271,011 at 6%; with 50% employer match about $271,011 at 4% or $180,674 at 6%; with 100% employer match about $203,258 at 4% or $135,506 at 6%. |
| 2004 | 2 | 89 | $59,688,304 | $2,040,520 | $22,927iApproximate average salary by contribution assumption: employee only about $573,180 at 4% or $382,120 at 6%; with 50% employer match about $382,120 at 4% or $254,747 at 6%; with 100% employer match about $286,590 at 4% or $191,060 at 6%. |
| Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan A | - | 89 | $56,581,556 | $1,812,262 | $20,362iApproximate average salary by contribution assumption: employee only about $509,062 at 4% or $339,375 at 6%; with 50% employer match about $339,375 at 4% or $226,250 at 6%; with 100% employer match about $254,531 at 4% or $169,687 at 6%. |
| Caplin & Drysdale, Chartered Retirement Plan and Trust - Single Plan B | - | 10 | $3,106,748 | $228,258 | $22,826iApproximate average salary by contribution assumption: employee only about $570,645 at 4% or $380,430 at 6%; with 50% employer match about $380,430 at 4% or $253,620 at 6%; with 100% employer match about $285,323 at 4% or $190,215 at 6%. |
| 2003 | 2 | 84 | $53,686,551 | $1,679,076 | $19,989iApproximate average salary by contribution assumption: employee only about $499,725 at 4% or $333,150 at 6%; with 50% employer match about $333,150 at 4% or $222,100 at 6%; with 100% employer match about $249,863 at 4% or $166,575 at 6%. |
| Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan A | - | 84 | $53,686,551 | $1,679,076 | $19,989iApproximate average salary by contribution assumption: employee only about $499,725 at 4% or $333,150 at 6%; with 50% employer match about $333,150 at 4% or $222,100 at 6%; with 100% employer match about $249,863 at 4% or $166,575 at 6%. |
| Caplin & Drysdale, Chartered Retirement Plan and Trust - Single Plan B | - | 11 | - | - | - |
| 2002 | 2 | 83 | $47,086,908 | $1,650,756 | $19,889iApproximate average salary by contribution assumption: employee only about $497,216 at 4% or $331,477 at 6%; with 50% employer match about $331,477 at 4% or $220,985 at 6%; with 100% employer match about $248,608 at 4% or $165,739 at 6%. |
| Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan A | - | 83 | $47,086,908 | $1,650,756 | $19,889iApproximate average salary by contribution assumption: employee only about $497,216 at 4% or $331,477 at 6%; with 50% employer match about $331,477 at 4% or $220,985 at 6%; with 100% employer match about $248,608 at 4% or $165,739 at 6%. |
| Caplin & Drysdale, Chartered Retirement Plan and Trust - Single Plan B | - | 15 | - | - | - |
| 2001 | 1 | 82 | $40,245,030 | $1,550,561 | $18,909iApproximate average salary by contribution assumption: employee only about $472,732 at 4% or $315,155 at 6%; with 50% employer match about $315,155 at 4% or $210,103 at 6%; with 100% employer match about $236,366 at 4% or $157,577 at 6%. |
| Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan A | - | 82 | $40,245,030 | $1,550,561 | $18,909iApproximate average salary by contribution assumption: employee only about $472,732 at 4% or $315,155 at 6%; with 50% employer match about $315,155 at 4% or $210,103 at 6%; with 100% employer match about $236,366 at 4% or $157,577 at 6%. |
| 2000 | 1 | 81 | $0 | $0 | - |
| Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan A | - | 81 | - | - | - |