Civic Intelligence

Carret Asset Management LLC

Plan context: Carret Asset Management LLC 401(K) Plan

EIN 55-0863498 • New York, NY • 8 filings • 1 plans

360 Madison Avenue, 20th FloorNew York, NY 10017
Current Snapshot

Latest Year

2025

2025 Participants

20

2025 Assets

$7,058,814

2025 Contributions

$294,027

Historical Graphs

Total Assets Over Time

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

$7,058,814$3,529,407$0201820222025YearValue
$7,058,814Latest year 2025

Participants Over Time

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

21110201820222025YearValue
20Latest 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
2025120$7,058,814$294,027$14,701iApproximate average salary by contribution assumption: employee only about $367,534 at 4% or $245,023 at 6%; with 50% employer match about $245,023 at 4% or $163,348 at 6%; with 100% employer match about $183,767 at 4% or $122,511 at 6%.
Carret Asset Management LLC 401(K) Plan-20$7,058,814$294,027$14,701iApproximate average salary by contribution assumption: employee only about $367,534 at 4% or $245,023 at 6%; with 50% employer match about $245,023 at 4% or $163,348 at 6%; with 100% employer match about $183,767 at 4% or $122,511 at 6%.
2024118$5,909,815$264,592$14,700iApproximate average salary by contribution assumption: employee only about $367,489 at 4% or $244,993 at 6%; with 50% employer match about $244,993 at 4% or $163,328 at 6%; with 100% employer match about $183,744 at 4% or $122,496 at 6%.
Carret Asset Management LLC 401(K) Plan-18$5,909,815$264,592$14,700iApproximate average salary by contribution assumption: employee only about $367,489 at 4% or $244,993 at 6%; with 50% employer match about $244,993 at 4% or $163,328 at 6%; with 100% employer match about $183,744 at 4% or $122,496 at 6%.
2023118$4,972,285$242,860$13,492iApproximate average salary by contribution assumption: employee only about $337,306 at 4% or $224,870 at 6%; with 50% employer match about $224,870 at 4% or $149,914 at 6%; with 100% employer match about $168,653 at 4% or $112,435 at 6%.
Carret Asset Management LLC 401(K) Plan-18$4,972,285$242,860$13,492iApproximate average salary by contribution assumption: employee only about $337,306 at 4% or $224,870 at 6%; with 50% employer match about $224,870 at 4% or $149,914 at 6%; with 100% employer match about $168,653 at 4% or $112,435 at 6%.
2022118$4,127,220$219,549$12,197iApproximate average salary by contribution assumption: employee only about $304,929 at 4% or $203,286 at 6%; with 50% employer match about $203,286 at 4% or $135,524 at 6%; with 100% employer match about $152,465 at 4% or $101,643 at 6%.
Carret Asset Management LLC 401(K) Plan-18$4,127,220$219,549$12,197iApproximate average salary by contribution assumption: employee only about $304,929 at 4% or $203,286 at 6%; with 50% employer match about $203,286 at 4% or $135,524 at 6%; with 100% employer match about $152,465 at 4% or $101,643 at 6%.
2021119$4,754,690$203,175$10,693iApproximate average salary by contribution assumption: employee only about $267,336 at 4% or $178,224 at 6%; with 50% employer match about $178,224 at 4% or $118,816 at 6%; with 100% employer match about $133,668 at 4% or $89,112 at 6%.
Carret Asset Management LLC 401(K) Plan-19$4,754,690$203,175$10,693iApproximate average salary by contribution assumption: employee only about $267,336 at 4% or $178,224 at 6%; with 50% employer match about $178,224 at 4% or $118,816 at 6%; with 100% employer match about $133,668 at 4% or $89,112 at 6%.
2020119$4,319,593$191,150$10,061iApproximate average salary by contribution assumption: employee only about $251,513 at 4% or $167,675 at 6%; with 50% employer match about $167,675 at 4% or $111,784 at 6%; with 100% employer match about $125,757 at 4% or $83,838 at 6%.
Carret Asset Management LLC 401(K) Plan-19$4,319,593$191,150$10,061iApproximate average salary by contribution assumption: employee only about $251,513 at 4% or $167,675 at 6%; with 50% employer match about $167,675 at 4% or $111,784 at 6%; with 100% employer match about $125,757 at 4% or $83,838 at 6%.
2019119$3,586,690$188,535$9,923iApproximate average salary by contribution assumption: employee only about $248,072 at 4% or $165,382 at 6%; with 50% employer match about $165,382 at 4% or $110,254 at 6%; with 100% employer match about $124,036 at 4% or $82,691 at 6%.
Carret Asset Management LLC 401(K) Plan-19$3,586,690$188,535$9,923iApproximate average salary by contribution assumption: employee only about $248,072 at 4% or $165,382 at 6%; with 50% employer match about $165,382 at 4% or $110,254 at 6%; with 100% employer match about $124,036 at 4% or $82,691 at 6%.
2018121$3,390,404$189,958$9,046iApproximate average salary by contribution assumption: employee only about $226,140 at 4% or $150,760 at 6%; with 50% employer match about $150,760 at 4% or $100,507 at 6%; with 100% employer match about $113,070 at 4% or $75,380 at 6%.
Carret Asset Management LLC 401(K) Plan-21$3,390,404$189,958$9,046iApproximate average salary by contribution assumption: employee only about $226,140 at 4% or $150,760 at 6%; with 50% employer match about $150,760 at 4% or $100,507 at 6%; with 100% employer match about $113,070 at 4% or $75,380 at 6%.