Civic Intelligence

BATTERY MARCH FINANCIAL MANAGEMENT INC.

Plan context: Batterymarch Financial Management Profit Sharing Retirement Plan

EIN 52-1893111 • Boston, MA • 16 filings • 4 plans

200 Clarendon StreetJohn Hancock Tower, Floor 49Boston, MA 02116-5044
Current Snapshot

Latest Year

2015

2015 Participants

34

2015 Assets

$34,926,441

2015 Contributions

$338,342

Historical Graphs

Total Assets Over Time

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

$36,509,573$18,254,787$0200020082014YearValue
$34,926,441Latest year 2014

Participants Over Time

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

95480200020072014YearValue
34Latest year 2014

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
201510$0$338,342-
Batterymarch Financial Management Profit Sharing Retirement Plan-0-$338,342-
2014134$34,926,441$920,625$27,077iApproximate average salary by contribution assumption: employee only about $676,930 at 4% or $451,287 at 6%; with 50% employer match about $451,287 at 4% or $300,858 at 6%; with 100% employer match about $338,465 at 4% or $225,643 at 6%.
Batterymarch Financial Management Profit Sharing Retirement Plan-34$34,926,441$920,625$27,077iApproximate average salary by contribution assumption: employee only about $676,930 at 4% or $451,287 at 6%; with 50% employer match about $451,287 at 4% or $300,858 at 6%; with 100% employer match about $338,465 at 4% or $225,643 at 6%.
2013177$36,509,573$2,121,340$27,550iApproximate average salary by contribution assumption: employee only about $688,747 at 4% or $459,165 at 6%; with 50% employer match about $459,165 at 4% or $306,110 at 6%; with 100% employer match about $344,373 at 4% or $229,582 at 6%.
Batterymarch Financial Management Profit Sharing Retirement Plan-77$36,509,573$2,121,340$27,550iApproximate average salary by contribution assumption: employee only about $688,747 at 4% or $459,165 at 6%; with 50% employer match about $459,165 at 4% or $306,110 at 6%; with 100% employer match about $344,373 at 4% or $229,582 at 6%.
2012184$31,965,469$2,257,691$26,877iApproximate average salary by contribution assumption: employee only about $671,932 at 4% or $447,955 at 6%; with 50% employer match about $447,955 at 4% or $298,636 at 6%; with 100% employer match about $335,966 at 4% or $223,977 at 6%.
Batterymarch Financial Management Profit Sharing Retirement Plan-84$31,965,469$2,257,691$26,877iApproximate average salary by contribution assumption: employee only about $671,932 at 4% or $447,955 at 6%; with 50% employer match about $447,955 at 4% or $298,636 at 6%; with 100% employer match about $335,966 at 4% or $223,977 at 6%.
2011188$27,152,962$2,342,590$26,620iApproximate average salary by contribution assumption: employee only about $665,509 at 4% or $443,672 at 6%; with 50% employer match about $443,672 at 4% or $295,782 at 6%; with 100% employer match about $332,754 at 4% or $221,836 at 6%.
Batterymarch Financial Management Profit Sharing Retirement Plan-88$27,152,962$2,342,590$26,620iApproximate average salary by contribution assumption: employee only about $665,509 at 4% or $443,672 at 6%; with 50% employer match about $443,672 at 4% or $295,782 at 6%; with 100% employer match about $332,754 at 4% or $221,836 at 6%.
2010194$26,489,156$2,414,961$25,691iApproximate average salary by contribution assumption: employee only about $642,277 at 4% or $428,185 at 6%; with 50% employer match about $428,185 at 4% or $285,456 at 6%; with 100% employer match about $321,138 at 4% or $214,092 at 6%.
Batterymarch Financial Management Profit Sharing Retirement Plan-94$26,489,156$2,414,961$25,691iApproximate average salary by contribution assumption: employee only about $642,277 at 4% or $428,185 at 6%; with 50% employer match about $428,185 at 4% or $285,456 at 6%; with 100% employer match about $321,138 at 4% or $214,092 at 6%.
2009195$24,492,564$2,469,192$25,991iApproximate average salary by contribution assumption: employee only about $649,787 at 4% or $433,192 at 6%; with 50% employer match about $433,192 at 4% or $288,794 at 6%; with 100% employer match about $324,894 at 4% or $216,596 at 6%.
Batterymarch Financial Management Profit Sharing Retirement Plan-95$24,492,564$2,469,192$25,991iApproximate average salary by contribution assumption: employee only about $649,787 at 4% or $433,192 at 6%; with 50% employer match about $433,192 at 4% or $288,794 at 6%; with 100% employer match about $324,894 at 4% or $216,596 at 6%.
2008195$17,497,336$3,264,516$34,363iApproximate average salary by contribution assumption: employee only about $859,083 at 4% or $572,722 at 6%; with 50% employer match about $572,722 at 4% or $381,815 at 6%; with 100% employer match about $429,542 at 4% or $286,361 at 6%.
Batterymarch Financial Management Profit Sharing Retirement Plan-95$17,497,336$3,264,516$34,363iApproximate average salary by contribution assumption: employee only about $859,083 at 4% or $572,722 at 6%; with 50% employer match about $572,722 at 4% or $381,815 at 6%; with 100% employer match about $429,542 at 4% or $286,361 at 6%.
2007189$23,404,148$1,881,524$21,141iApproximate average salary by contribution assumption: employee only about $528,518 at 4% or $352,345 at 6%; with 50% employer match about $352,345 at 4% or $234,897 at 6%; with 100% employer match about $264,259 at 4% or $176,173 at 6%.
Batterymarch Financial Management Profit Sharing Retirement Plan-89$23,404,148$1,881,524$21,141iApproximate average salary by contribution assumption: employee only about $528,518 at 4% or $352,345 at 6%; with 50% employer match about $352,345 at 4% or $234,897 at 6%; with 100% employer match about $264,259 at 4% or $176,173 at 6%.
2006172$20,550,098$2,260,441$31,395iApproximate average salary by contribution assumption: employee only about $784,875 at 4% or $523,250 at 6%; with 50% employer match about $523,250 at 4% or $348,833 at 6%; with 100% employer match about $392,438 at 4% or $261,625 at 6%.
Batterymarch Financial Management Profit Sharing Retirement Plan-72$20,550,098$2,260,441$31,395iApproximate average salary by contribution assumption: employee only about $784,875 at 4% or $523,250 at 6%; with 50% employer match about $523,250 at 4% or $348,833 at 6%; with 100% employer match about $392,438 at 4% or $261,625 at 6%.
2005165$15,644,437$1,339,864$20,613iApproximate average salary by contribution assumption: employee only about $515,332 at 4% or $343,555 at 6%; with 50% employer match about $343,555 at 4% or $229,037 at 6%; with 100% employer match about $257,666 at 4% or $171,777 at 6%.
Batterymarch Financial Management Profit Sharing Retirement Plan-65$15,644,437$1,339,864$20,613iApproximate average salary by contribution assumption: employee only about $515,332 at 4% or $343,555 at 6%; with 50% employer match about $343,555 at 4% or $229,037 at 6%; with 100% employer match about $257,666 at 4% or $171,777 at 6%.
2004158$13,420,667$1,484,960$25,603iApproximate average salary by contribution assumption: employee only about $640,069 at 4% or $426,713 at 6%; with 50% employer match about $426,713 at 4% or $284,475 at 6%; with 100% employer match about $320,034 at 4% or $213,356 at 6%.
Batterymarch Financial Management Profit Sharing Retirement Plan-58$13,420,667$1,484,960$25,603iApproximate average salary by contribution assumption: employee only about $640,069 at 4% or $426,713 at 6%; with 50% employer match about $426,713 at 4% or $284,475 at 6%; with 100% employer match about $320,034 at 4% or $213,356 at 6%.
2003154$10,920,367$957,988$17,741iApproximate average salary by contribution assumption: employee only about $443,513 at 4% or $295,675 at 6%; with 50% employer match about $295,675 at 4% or $197,117 at 6%; with 100% employer match about $221,756 at 4% or $147,838 at 6%.
Batterymarch Financial Management Profit Sharing Retirement Plan-54$10,920,367$957,988$17,741iApproximate average salary by contribution assumption: employee only about $443,513 at 4% or $295,675 at 6%; with 50% employer match about $295,675 at 4% or $197,117 at 6%; with 100% employer match about $221,756 at 4% or $147,838 at 6%.
2002156$0$0-
Batterymarch Financial Management Profit Sharing Retirement Plan-56---
2001156$0$0-
Batterymarch Financial Management Profit Sharing Retirement Plan-56---
2000163$9,541,770$767,726$12,186iApproximate average salary by contribution assumption: employee only about $304,653 at 4% or $203,102 at 6%; with 50% employer match about $203,102 at 4% or $135,401 at 6%; with 100% employer match about $152,327 at 4% or $101,551 at 6%.
Batterymarch Financial Management Profit Sharing Retirement Plan-63$9,541,770$767,726$12,186iApproximate average salary by contribution assumption: employee only about $304,653 at 4% or $203,102 at 6%; with 50% employer match about $203,102 at 4% or $135,401 at 6%; with 100% employer match about $152,327 at 4% or $101,551 at 6%.