Conservation Trust for North Carolina
Plan context: Conservation Trust for North Carolina 403(B) Retirement Plan
EIN 58-1552188 • Raleigh, NC • 17 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
16
2025 Assets
$1,500,977
2025 Contributions
$60,062
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 16 | $1,500,977 | $60,062 | $3,754iApproximate average salary by contribution assumption: employee only about $93,847 at 4% or $62,565 at 6%; with 50% employer match about $62,565 at 4% or $41,710 at 6%; with 100% employer match about $46,923 at 4% or $31,282 at 6%. |
| Conservation Trust for North Carolina 403(B) Retirement Plan | - | 16 | $1,500,977 | $60,062 | $3,754iApproximate average salary by contribution assumption: employee only about $93,847 at 4% or $62,565 at 6%; with 50% employer match about $62,565 at 4% or $41,710 at 6%; with 100% employer match about $46,923 at 4% or $31,282 at 6%. |
| 2024 | 1 | 14 | $1,216,658 | $58,427 | $4,173iApproximate average salary by contribution assumption: employee only about $104,334 at 4% or $69,556 at 6%; with 50% employer match about $69,556 at 4% or $46,371 at 6%; with 100% employer match about $52,167 at 4% or $34,778 at 6%. |
| Conservation Trust for North Carolina 403(B) Retirement Plan | - | 14 | $1,216,658 | $58,427 | $4,173iApproximate average salary by contribution assumption: employee only about $104,334 at 4% or $69,556 at 6%; with 50% employer match about $69,556 at 4% or $46,371 at 6%; with 100% employer match about $52,167 at 4% or $34,778 at 6%. |
| 2023 | 1 | 18 | $1,031,924 | $73,569 | $4,087iApproximate average salary by contribution assumption: employee only about $102,179 at 4% or $68,119 at 6%; with 50% employer match about $68,119 at 4% or $45,413 at 6%; with 100% employer match about $51,090 at 4% or $34,060 at 6%. |
| Conservation Trust for North Carolina 403(B) Retirement Plan | - | 18 | $1,031,924 | $73,569 | $4,087iApproximate average salary by contribution assumption: employee only about $102,179 at 4% or $68,119 at 6%; with 50% employer match about $68,119 at 4% or $45,413 at 6%; with 100% employer match about $51,090 at 4% or $34,060 at 6%. |
| 2022 | 1 | 18 | $807,464 | $70,166 | $3,898iApproximate average salary by contribution assumption: employee only about $97,453 at 4% or $64,969 at 6%; with 50% employer match about $64,969 at 4% or $43,312 at 6%; with 100% employer match about $48,726 at 4% or $32,484 at 6%. |
| Conservation Trust for North Carolina 403(B) Retirement Plan | - | 18 | $807,464 | $70,166 | $3,898iApproximate average salary by contribution assumption: employee only about $97,453 at 4% or $64,969 at 6%; with 50% employer match about $64,969 at 4% or $43,312 at 6%; with 100% employer match about $48,726 at 4% or $32,484 at 6%. |
| 2021 | 1 | 19 | $962,536 | $65,755 | $3,461iApproximate average salary by contribution assumption: employee only about $86,520 at 4% or $57,680 at 6%; with 50% employer match about $57,680 at 4% or $38,453 at 6%; with 100% employer match about $43,260 at 4% or $28,840 at 6%. |
| Conservation Trust for North Carolina 403(B) Retirement Plan | - | 19 | $962,536 | $65,755 | $3,461iApproximate average salary by contribution assumption: employee only about $86,520 at 4% or $57,680 at 6%; with 50% employer match about $57,680 at 4% or $38,453 at 6%; with 100% employer match about $43,260 at 4% or $28,840 at 6%. |
| 2020 | 1 | 19 | $781,466 | $64,175 | $3,378iApproximate average salary by contribution assumption: employee only about $84,441 at 4% or $56,294 at 6%; with 50% employer match about $56,294 at 4% or $37,529 at 6%; with 100% employer match about $42,220 at 4% or $28,147 at 6%. |
| Conservation Trust for North Carolina 403(B) Retirement Plan | - | 19 | $781,466 | $64,175 | $3,378iApproximate average salary by contribution assumption: employee only about $84,441 at 4% or $56,294 at 6%; with 50% employer match about $56,294 at 4% or $37,529 at 6%; with 100% employer match about $42,220 at 4% or $28,147 at 6%. |
| 2019 | 1 | 19 | $831,601 | $80,222 | $4,222iApproximate average salary by contribution assumption: employee only about $105,555 at 4% or $70,370 at 6%; with 50% employer match about $70,370 at 4% or $46,913 at 6%; with 100% employer match about $52,778 at 4% or $35,185 at 6%. |
| Conservation Trust for North Carolina 403(B) Retirement Plan | - | 19 | $831,601 | $80,222 | $4,222iApproximate average salary by contribution assumption: employee only about $105,555 at 4% or $70,370 at 6%; with 50% employer match about $70,370 at 4% or $46,913 at 6%; with 100% employer match about $52,778 at 4% or $35,185 at 6%. |
| 2018 | 1 | 22 | $736,909 | $127,080 | $5,776iApproximate average salary by contribution assumption: employee only about $144,409 at 4% or $96,273 at 6%; with 50% employer match about $96,273 at 4% or $64,182 at 6%; with 100% employer match about $72,205 at 4% or $48,136 at 6%. |
| Conservation Trust for North Carolina 403(B) Retirement Plan | - | 22 | $736,909 | $127,080 | $5,776iApproximate average salary by contribution assumption: employee only about $144,409 at 4% or $96,273 at 6%; with 50% employer match about $96,273 at 4% or $64,182 at 6%; with 100% employer match about $72,205 at 4% or $48,136 at 6%. |
| 2017 | 1 | 21 | $1,146,019 | $87,961 | $4,189iApproximate average salary by contribution assumption: employee only about $104,715 at 4% or $69,810 at 6%; with 50% employer match about $69,810 at 4% or $46,540 at 6%; with 100% employer match about $52,358 at 4% or $34,905 at 6%. |
| Conservation Trust for North Carolina 403(B) Retirement Plan | - | 21 | $1,146,019 | $87,961 | $4,189iApproximate average salary by contribution assumption: employee only about $104,715 at 4% or $69,810 at 6%; with 50% employer match about $69,810 at 4% or $46,540 at 6%; with 100% employer match about $52,358 at 4% or $34,905 at 6%. |
| 2016 | 1 | 14 | $1,095,873 | $87,891 | $6,278iApproximate average salary by contribution assumption: employee only about $156,948 at 4% or $104,632 at 6%; with 50% employer match about $104,632 at 4% or $69,755 at 6%; with 100% employer match about $78,474 at 4% or $52,316 at 6%. |
| Conservation Trust for North Carolina 403(B) Retirement Plan | - | 14 | $1,095,873 | $87,891 | $6,278iApproximate average salary by contribution assumption: employee only about $156,948 at 4% or $104,632 at 6%; with 50% employer match about $104,632 at 4% or $69,755 at 6%; with 100% employer match about $78,474 at 4% or $52,316 at 6%. |
| 2015 | 1 | 16 | $973,221 | $86,832 | $5,427iApproximate average salary by contribution assumption: employee only about $135,675 at 4% or $90,450 at 6%; with 50% employer match about $90,450 at 4% or $60,300 at 6%; with 100% employer match about $67,838 at 4% or $45,225 at 6%. |
| Conservation Trust for North Carolina 403(B) Retirement Plan | - | 16 | $973,221 | $86,832 | $5,427iApproximate average salary by contribution assumption: employee only about $135,675 at 4% or $90,450 at 6%; with 50% employer match about $90,450 at 4% or $60,300 at 6%; with 100% employer match about $67,838 at 4% or $45,225 at 6%. |
| 2014 | 1 | 15 | $971,145 | $79,618 | $5,308iApproximate average salary by contribution assumption: employee only about $132,697 at 4% or $88,464 at 6%; with 50% employer match about $88,464 at 4% or $58,976 at 6%; with 100% employer match about $66,348 at 4% or $44,232 at 6%. |
| Conservation Trust for North Carolina 403(B) Retirement Plan | - | 15 | $971,145 | $79,618 | $5,308iApproximate average salary by contribution assumption: employee only about $132,697 at 4% or $88,464 at 6%; with 50% employer match about $88,464 at 4% or $58,976 at 6%; with 100% employer match about $66,348 at 4% or $44,232 at 6%. |
| 2013 | 1 | 15 | $863,700 | $66,544 | $4,436iApproximate average salary by contribution assumption: employee only about $110,907 at 4% or $73,938 at 6%; with 50% employer match about $73,938 at 4% or $49,292 at 6%; with 100% employer match about $55,453 at 4% or $36,969 at 6%. |
| Conservation Trust for North Carolina 403(B) Retirement Plan | - | 15 | $863,700 | $66,544 | $4,436iApproximate average salary by contribution assumption: employee only about $110,907 at 4% or $73,938 at 6%; with 50% employer match about $73,938 at 4% or $49,292 at 6%; with 100% employer match about $55,453 at 4% or $36,969 at 6%. |
| 2012 | 1 | 13 | $624,118 | $73,004 | $5,616iApproximate average salary by contribution assumption: employee only about $140,392 at 4% or $93,595 at 6%; with 50% employer match about $93,595 at 4% or $62,397 at 6%; with 100% employer match about $70,196 at 4% or $46,797 at 6%. |
| Conservation Trust for North Carolina 403(B) Retirement Plan | - | 13 | $624,118 | $73,004 | $5,616iApproximate average salary by contribution assumption: employee only about $140,392 at 4% or $93,595 at 6%; with 50% employer match about $93,595 at 4% or $62,397 at 6%; with 100% employer match about $70,196 at 4% or $46,797 at 6%. |
| 2011 | 1 | 15 | $504,905 | $85,243 | $5,683iApproximate average salary by contribution assumption: employee only about $142,072 at 4% or $94,714 at 6%; with 50% employer match about $94,714 at 4% or $63,143 at 6%; with 100% employer match about $71,036 at 4% or $47,357 at 6%. |
| Conservation Trust for North Carolina 403(B) Retirement Plan | - | 15 | $504,905 | $85,243 | $5,683iApproximate average salary by contribution assumption: employee only about $142,072 at 4% or $94,714 at 6%; with 50% employer match about $94,714 at 4% or $63,143 at 6%; with 100% employer match about $71,036 at 4% or $47,357 at 6%. |
| 2010 | 1 | 12 | $516,229 | $85,096 | $7,091iApproximate average salary by contribution assumption: employee only about $177,283 at 4% or $118,189 at 6%; with 50% employer match about $118,189 at 4% or $78,793 at 6%; with 100% employer match about $88,642 at 4% or $59,094 at 6%. |
| Conservation Trust for North Carolina 403(B) Retirement Plan | - | 12 | $516,229 | $85,096 | $7,091iApproximate average salary by contribution assumption: employee only about $177,283 at 4% or $118,189 at 6%; with 50% employer match about $118,189 at 4% or $78,793 at 6%; with 100% employer match about $88,642 at 4% or $59,094 at 6%. |
| 2009 | 1 | 13 | $378,547 | $70,045 | $5,388iApproximate average salary by contribution assumption: employee only about $134,702 at 4% or $89,801 at 6%; with 50% employer match about $89,801 at 4% or $59,868 at 6%; with 100% employer match about $67,351 at 4% or $44,901 at 6%. |
| Conservation Trust for North Carolina 403(B) Retirement Plan | - | 13 | $378,547 | $70,045 | $5,388iApproximate average salary by contribution assumption: employee only about $134,702 at 4% or $89,801 at 6%; with 50% employer match about $89,801 at 4% or $59,868 at 6%; with 100% employer match about $67,351 at 4% or $44,901 at 6%. |