Civic Intelligence

Association for Investment Management & Research

Plan context: Aimr 401K Plan

EIN 54-1386480 • Charlottesville, VA • 60 filings • 13 plans

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560 Ray C Hunt DriveCharlottesville, VA 22903
Current Snapshot

Latest Year

2025

2025 Participants

401

2025 Assets

$240,395,317

2025 Contributions

$13,092,250

Historical Graphs

Total Assets Over Time

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

$240,395,317$120,197,659$0199920122024YearValue
$240,395,317Latest year 2024

Participants Over Time

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

5202600199920122025YearValue
401Latest 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
20251401$0$0-
Cfa Institute Flexible Compensation Plan-401---
20242403$240,395,317$13,092,250$32,487iApproximate average salary by contribution assumption: employee only about $812,174 at 4% or $541,450 at 6%; with 50% employer match about $541,450 at 4% or $360,966 at 6%; with 100% employer match about $406,087 at 4% or $270,725 at 6%.
Aimr 401K Plan-403$240,395,317$13,092,250$32,487iApproximate average salary by contribution assumption: employee only about $812,174 at 4% or $541,450 at 6%; with 50% employer match about $541,450 at 4% or $360,966 at 6%; with 100% employer match about $406,087 at 4% or $270,725 at 6%.
Cfa Institute Flexible Compensation Plan-381---
20232413$216,472,298$12,047,976$29,172iApproximate average salary by contribution assumption: employee only about $729,296 at 4% or $486,198 at 6%; with 50% employer match about $486,198 at 4% or $324,132 at 6%; with 100% employer match about $364,648 at 4% or $243,099 at 6%.
Aimr 401K Plan-413$216,472,298$12,047,976$29,172iApproximate average salary by contribution assumption: employee only about $729,296 at 4% or $486,198 at 6%; with 50% employer match about $486,198 at 4% or $324,132 at 6%; with 100% employer match about $364,648 at 4% or $243,099 at 6%.
Cfa Institute Flexible Compensation Plan-385---
20222390$182,524,819$12,219,744$31,333iApproximate average salary by contribution assumption: employee only about $783,317 at 4% or $522,211 at 6%; with 50% employer match about $522,211 at 4% or $348,141 at 6%; with 100% employer match about $391,658 at 4% or $261,106 at 6%.
Aimr 401K Plan-390$182,524,819$12,219,744$31,333iApproximate average salary by contribution assumption: employee only about $783,317 at 4% or $522,211 at 6%; with 50% employer match about $522,211 at 4% or $348,141 at 6%; with 100% employer match about $391,658 at 4% or $261,106 at 6%.
Cfa Institute Flexible Compensation Plan-384---
20212445$218,408,726$13,112,021$29,465iApproximate average salary by contribution assumption: employee only about $736,630 at 4% or $491,087 at 6%; with 50% employer match about $491,087 at 4% or $327,391 at 6%; with 100% employer match about $368,315 at 4% or $245,543 at 6%.
Aimr 401K Plan-445$218,408,726$13,112,021$29,465iApproximate average salary by contribution assumption: employee only about $736,630 at 4% or $491,087 at 6%; with 50% employer match about $491,087 at 4% or $327,391 at 6%; with 100% employer match about $368,315 at 4% or $245,543 at 6%.
Cfa Institute Flexible Compensation Plan-439---
20202520$193,620,379$14,162,792$27,236iApproximate average salary by contribution assumption: employee only about $680,903 at 4% or $453,936 at 6%; with 50% employer match about $453,936 at 4% or $302,624 at 6%; with 100% employer match about $340,452 at 4% or $226,968 at 6%.
Aimr 401K Plan-520$193,620,379$14,162,792$27,236iApproximate average salary by contribution assumption: employee only about $680,903 at 4% or $453,936 at 6%; with 50% employer match about $453,936 at 4% or $302,624 at 6%; with 100% employer match about $340,452 at 4% or $226,968 at 6%.
Cfa Institute Flexible Compensation Plan-511---
20193488$165,841,512$11,481,000$23,527iApproximate average salary by contribution assumption: employee only about $588,166 at 4% or $392,111 at 6%; with 50% employer match about $392,111 at 4% or $261,407 at 6%; with 100% employer match about $294,083 at 4% or $196,055 at 6%.
Aimr 401K Plan-488$165,841,512$11,481,000$23,527iApproximate average salary by contribution assumption: employee only about $588,166 at 4% or $392,111 at 6%; with 50% employer match about $392,111 at 4% or $261,407 at 6%; with 100% employer match about $294,083 at 4% or $196,055 at 6%.
CFA INSTITUTE SEVERANCE PLAN-448---
Cfa Institute Flexible Compensation Plan-488---
20183471$138,816,955$11,661,700$24,759iApproximate average salary by contribution assumption: employee only about $618,986 at 4% or $412,657 at 6%; with 50% employer match about $412,657 at 4% or $275,105 at 6%; with 100% employer match about $309,493 at 4% or $206,329 at 6%.
Aimr 401K Plan-455$138,816,955$11,661,700$25,630iApproximate average salary by contribution assumption: employee only about $640,753 at 4% or $427,168 at 6%; with 50% employer match about $427,168 at 4% or $284,779 at 6%; with 100% employer match about $320,376 at 4% or $213,584 at 6%.
Cfa Institute Flexible Compensation Plan-441---
CFA INSTITUTE SEVERANCE PLAN-471---
20172475$142,676,027$14,332,790$30,174iApproximate average salary by contribution assumption: employee only about $754,357 at 4% or $502,905 at 6%; with 50% employer match about $502,905 at 4% or $335,270 at 6%; with 100% employer match about $377,179 at 4% or $251,452 at 6%.
Aimr 401K Plan-475$142,676,027$14,332,790$30,174iApproximate average salary by contribution assumption: employee only about $754,357 at 4% or $502,905 at 6%; with 50% employer match about $502,905 at 4% or $335,270 at 6%; with 100% employer match about $377,179 at 4% or $251,452 at 6%.
Cfa Institute Flexible Compensation Plan-462---
20162487$111,845,647$12,227,269$25,107iApproximate average salary by contribution assumption: employee only about $627,683 at 4% or $418,455 at 6%; with 50% employer match about $418,455 at 4% or $278,970 at 6%; with 100% employer match about $313,842 at 4% or $209,228 at 6%.
Aimr 401K Plan-487$111,845,647$12,227,269$25,107iApproximate average salary by contribution assumption: employee only about $627,683 at 4% or $418,455 at 6%; with 50% employer match about $418,455 at 4% or $278,970 at 6%; with 100% employer match about $313,842 at 4% or $209,228 at 6%.
Cfa Institute Flexible Compensation Plan-472---
20152472$95,817,320$9,324,396$19,755iApproximate average salary by contribution assumption: employee only about $493,877 at 4% or $329,251 at 6%; with 50% employer match about $329,251 at 4% or $219,501 at 6%; with 100% employer match about $246,938 at 4% or $164,626 at 6%.
Aimr 401K Plan-468$95,817,320$9,324,396$19,924iApproximate average salary by contribution assumption: employee only about $498,098 at 4% or $332,065 at 6%; with 50% employer match about $332,065 at 4% or $221,377 at 6%; with 100% employer match about $249,049 at 4% or $166,033 at 6%.
Cfa Institute Flexible Compensation Plan-472---
20142455$92,203,861$9,321,240$20,486iApproximate average salary by contribution assumption: employee only about $512,156 at 4% or $341,437 at 6%; with 50% employer match about $341,437 at 4% or $227,625 at 6%; with 100% employer match about $256,078 at 4% or $170,719 at 6%.
Aimr 401K Plan-455$92,203,861$9,321,240$20,486iApproximate average salary by contribution assumption: employee only about $512,156 at 4% or $341,437 at 6%; with 50% employer match about $341,437 at 4% or $227,625 at 6%; with 100% employer match about $256,078 at 4% or $170,719 at 6%.
Cfa Institute Flexible Compensation Plan-447---
20133447$80,247,921$8,673,136$19,403iApproximate average salary by contribution assumption: employee only about $485,075 at 4% or $323,383 at 6%; with 50% employer match about $323,383 at 4% or $215,589 at 6%; with 100% employer match about $242,537 at 4% or $161,692 at 6%.
Aimr 401K Plan-447$80,247,921$8,673,136$19,403iApproximate average salary by contribution assumption: employee only about $485,075 at 4% or $323,383 at 6%; with 50% employer match about $323,383 at 4% or $215,589 at 6%; with 100% employer match about $242,537 at 4% or $161,692 at 6%.
CFA INSTITUTE FLEXIBLE BENEFIT PLAN-98---
Cfa Institute Flexible Compensation Plan-435---
20123443$63,031,872$8,272,537$18,674iApproximate average salary by contribution assumption: employee only about $466,847 at 4% or $311,232 at 6%; with 50% employer match about $311,232 at 4% or $207,488 at 6%; with 100% employer match about $233,424 at 4% or $155,616 at 6%.
Aimr 401K Plan-441$63,031,872$8,272,537$18,759iApproximate average salary by contribution assumption: employee only about $468,965 at 4% or $312,643 at 6%; with 50% employer match about $312,643 at 4% or $208,429 at 6%; with 100% employer match about $234,482 at 4% or $156,322 at 6%.
Cfa Institute Flexible Compensation Plan-443---
CFA INSTITUTE FLEXIBLE BENEFIT PLAN-105---
20113452$50,882,919$6,987,423$15,459iApproximate average salary by contribution assumption: employee only about $386,473 at 4% or $257,648 at 6%; with 50% employer match about $257,648 at 4% or $171,766 at 6%; with 100% employer match about $193,236 at 4% or $128,824 at 6%.
Aimr 401K Plan-418$50,882,919$6,987,423$16,716iApproximate average salary by contribution assumption: employee only about $417,908 at 4% or $278,605 at 6%; with 50% employer match about $278,605 at 4% or $185,737 at 6%; with 100% employer match about $208,954 at 4% or $139,303 at 6%.
Cfa Institute Flexible Compensation Plan-452---
CFA INSTITUTE FLEXIBLE BENEFIT PLAN-110---
20102374$44,978,925$6,292,081$16,824iApproximate average salary by contribution assumption: employee only about $420,594 at 4% or $280,396 at 6%; with 50% employer match about $280,396 at 4% or $186,931 at 6%; with 100% employer match about $210,297 at 4% or $140,198 at 6%.
Aimr 401K Plan-374$44,978,925$6,292,081$16,824iApproximate average salary by contribution assumption: employee only about $420,594 at 4% or $280,396 at 6%; with 50% employer match about $280,396 at 4% or $186,931 at 6%; with 100% employer match about $210,297 at 4% or $140,198 at 6%.
Cfa Institute Flexible Compensation Plan-370---
20092353$34,893,828$1,656,931$4,694iApproximate average salary by contribution assumption: employee only about $117,346 at 4% or $78,231 at 6%; with 50% employer match about $78,231 at 4% or $52,154 at 6%; with 100% employer match about $58,673 at 4% or $39,115 at 6%.
Aimr 401K Plan-353$34,893,828$1,656,931$4,694iApproximate average salary by contribution assumption: employee only about $117,346 at 4% or $78,231 at 6%; with 50% employer match about $78,231 at 4% or $52,154 at 6%; with 100% employer match about $58,673 at 4% or $39,115 at 6%.
Cfa Institute Flexible Compensation Plan-350---
20082350$31,119,100$5,187,932$14,823iApproximate average salary by contribution assumption: employee only about $370,567 at 4% or $247,044 at 6%; with 50% employer match about $247,044 at 4% or $164,696 at 6%; with 100% employer match about $185,283 at 4% or $123,522 at 6%.
Aimr 401K Plan-350$31,119,100$5,187,932$14,823iApproximate average salary by contribution assumption: employee only about $370,567 at 4% or $247,044 at 6%; with 50% employer match about $247,044 at 4% or $164,696 at 6%; with 100% employer match about $185,283 at 4% or $123,522 at 6%.
Cfa Institute Flexible Compensation Plan-322---
20072296$30,336,826$4,341,940$14,669iApproximate average salary by contribution assumption: employee only about $366,718 at 4% or $244,479 at 6%; with 50% employer match about $244,479 at 4% or $162,986 at 6%; with 100% employer match about $183,359 at 4% or $122,239 at 6%.
Aimr 401K Plan-296$30,336,826$4,341,940$14,669iApproximate average salary by contribution assumption: employee only about $366,718 at 4% or $244,479 at 6%; with 50% employer match about $244,479 at 4% or $162,986 at 6%; with 100% employer match about $183,359 at 4% or $122,239 at 6%.
Cfa Institute Flexible Compensation Plan-262---
20062253$28,546,448$3,682,390$14,555iApproximate average salary by contribution assumption: employee only about $363,873 at 4% or $242,582 at 6%; with 50% employer match about $242,582 at 4% or $161,721 at 6%; with 100% employer match about $181,936 at 4% or $121,291 at 6%.
Aimr 401K Plan-253$28,546,448$3,682,390$14,555iApproximate average salary by contribution assumption: employee only about $363,873 at 4% or $242,582 at 6%; with 50% employer match about $242,582 at 4% or $161,721 at 6%; with 100% employer match about $181,936 at 4% or $121,291 at 6%.
Cfa Institute Flexible Compensation Plan-239---
20052247$24,449,860$3,740,080$15,142iApproximate average salary by contribution assumption: employee only about $378,551 at 4% or $252,367 at 6%; with 50% employer match about $252,367 at 4% or $168,245 at 6%; with 100% employer match about $189,275 at 4% or $126,184 at 6%.
Aimr 401K Plan-247$24,449,860$3,740,080$15,142iApproximate average salary by contribution assumption: employee only about $378,551 at 4% or $252,367 at 6%; with 50% employer match about $252,367 at 4% or $168,245 at 6%; with 100% employer match about $189,275 at 4% or $126,184 at 6%.
Cfa Institute Flexible Compensation Plan-243---
20042225$20,214,699$2,951,070$13,116iApproximate average salary by contribution assumption: employee only about $327,897 at 4% or $218,598 at 6%; with 50% employer match about $218,598 at 4% or $145,732 at 6%; with 100% employer match about $163,948 at 4% or $109,299 at 6%.
Aimr 401K Plan-190$20,214,699$2,951,070$15,532iApproximate average salary by contribution assumption: employee only about $388,299 at 4% or $258,866 at 6%; with 50% employer match about $258,866 at 4% or $172,577 at 6%; with 100% employer match about $194,149 at 4% or $129,433 at 6%.
Cfa Institute Flexible Compensation Plan-225---
20032210$16,878,012$2,726,690$12,984iApproximate average salary by contribution assumption: employee only about $324,606 at 4% or $216,404 at 6%; with 50% employer match about $216,404 at 4% or $144,269 at 6%; with 100% employer match about $162,303 at 4% or $108,202 at 6%.
Aimr 401K Plan-195$16,878,012$2,726,690$13,983iApproximate average salary by contribution assumption: employee only about $349,576 at 4% or $233,050 at 6%; with 50% employer match about $233,050 at 4% or $155,367 at 6%; with 100% employer match about $174,788 at 4% or $116,525 at 6%.
Cfa Institute Flexible Compensation Plan-210---
20022200$0$0-
Aimr 401K Plan-181---
Cfa Institute Flexible Compensation Plan-200---
20013196$8,965,581$1,309,175$6,679iApproximate average salary by contribution assumption: employee only about $166,987 at 4% or $111,324 at 6%; with 50% employer match about $111,324 at 4% or $74,216 at 6%; with 100% employer match about $83,493 at 4% or $55,662 at 6%.
Aimr 401K Plan-167$8,965,581$784,302$4,696iApproximate average salary by contribution assumption: employee only about $117,410 at 4% or $78,274 at 6%; with 50% employer match about $78,274 at 4% or $52,182 at 6%; with 100% employer match about $58,705 at 4% or $39,137 at 6%.
Cfa Institute Flexible Compensation Plan-196---
Aimr Money Purchase Pension Plan-0-$524,873-
20003171$9,774,646$1,393,205$8,147iApproximate average salary by contribution assumption: employee only about $203,685 at 4% or $135,790 at 6%; with 50% employer match about $135,790 at 4% or $90,527 at 6%; with 100% employer match about $101,842 at 4% or $67,895 at 6%.
Aimr 401K Plan-149$6,998,745$994,452$6,674iApproximate average salary by contribution assumption: employee only about $166,854 at 4% or $111,236 at 6%; with 50% employer match about $111,236 at 4% or $74,157 at 6%; with 100% employer match about $83,427 at 4% or $55,618 at 6%.
Aimr Money Purchase Pension Plan-149$2,775,901$398,753$2,676iApproximate average salary by contribution assumption: employee only about $66,905 at 4% or $44,603 at 6%; with 50% employer match about $44,603 at 4% or $29,735 at 6%; with 100% employer match about $33,452 at 4% or $22,302 at 6%.
Cfa Institute Flexible Compensation Plan-171---
19992113$11,279,901$1,349,235$11,940iApproximate average salary by contribution assumption: employee only about $298,503 at 4% or $199,002 at 6%; with 50% employer match about $199,002 at 4% or $132,668 at 6%; with 100% employer match about $149,252 at 4% or $99,501 at 6%.
Aimr 401K Plan-113$8,060,824$1,014,695$8,980iApproximate average salary by contribution assumption: employee only about $224,490 at 4% or $149,660 at 6%; with 50% employer match about $149,660 at 4% or $99,773 at 6%; with 100% employer match about $112,245 at 4% or $74,830 at 6%.
Aimr Money Purchase Pension Plan-109$3,219,077$334,540$3,069iApproximate average salary by contribution assumption: employee only about $76,729 at 4% or $51,153 at 6%; with 50% employer match about $51,153 at 4% or $34,102 at 6%; with 100% employer match about $38,365 at 4% or $25,576 at 6%.