Civic Intelligence

Isaac W Bernheim Foundation

Plan context: Bernheim Arboretum and Research Forest

EIN 61-0444651 • Clermont, KY • 19 filings • 2 plans

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2499 Clermont Road, Hwy 245PO Box 130Clermont, KY 40110-0130
Current Snapshot

Latest Year

2025

2025 Participants

103

2025 Assets

$5,938,075

2025 Contributions

$330,384

Historical Graphs

Total Assets Over Time

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

$185,919,056$92,959,528$0200920172025YearValue
$5,938,075Latest year 2025

Participants Over Time

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

103520200920172025YearValue
103Latest 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
20251103$5,938,075$330,384$3,208iApproximate average salary by contribution assumption: employee only about $80,190 at 4% or $53,460 at 6%; with 50% employer match about $53,460 at 4% or $35,640 at 6%; with 100% employer match about $40,095 at 4% or $26,730 at 6%.
Bernheim Arboretum and Research Forest-103$5,938,075$330,384$3,208iApproximate average salary by contribution assumption: employee only about $80,190 at 4% or $53,460 at 6%; with 50% employer match about $53,460 at 4% or $35,640 at 6%; with 100% employer match about $40,095 at 4% or $26,730 at 6%.
2024196$5,114,224$276,025$2,875iApproximate average salary by contribution assumption: employee only about $71,882 at 4% or $47,921 at 6%; with 50% employer match about $47,921 at 4% or $31,947 at 6%; with 100% employer match about $35,941 at 4% or $23,961 at 6%.
Bernheim Arboretum and Research Forest-96$5,114,224$276,025$2,875iApproximate average salary by contribution assumption: employee only about $71,882 at 4% or $47,921 at 6%; with 50% employer match about $47,921 at 4% or $31,947 at 6%; with 100% employer match about $35,941 at 4% or $23,961 at 6%.
2023193$4,321,787$415,917$4,472iApproximate average salary by contribution assumption: employee only about $111,806 at 4% or $74,537 at 6%; with 50% employer match about $74,537 at 4% or $49,691 at 6%; with 100% employer match about $55,903 at 4% or $37,269 at 6%.
Bernheim Arboretum and Research Forest-93$4,321,787$415,917$4,472iApproximate average salary by contribution assumption: employee only about $111,806 at 4% or $74,537 at 6%; with 50% employer match about $74,537 at 4% or $49,691 at 6%; with 100% employer match about $55,903 at 4% or $37,269 at 6%.
2022179$3,359,482$192,196$2,433iApproximate average salary by contribution assumption: employee only about $60,822 at 4% or $40,548 at 6%; with 50% employer match about $40,548 at 4% or $27,032 at 6%; with 100% employer match about $30,411 at 4% or $20,274 at 6%.
Bernheim Arboretum and Research Forest-79$3,359,482$192,196$2,433iApproximate average salary by contribution assumption: employee only about $60,822 at 4% or $40,548 at 6%; with 50% employer match about $40,548 at 4% or $27,032 at 6%; with 100% employer match about $30,411 at 4% or $20,274 at 6%.
202128$3,797,114$170,966$21,371iApproximate average salary by contribution assumption: employee only about $534,269 at 4% or $356,179 at 6%; with 50% employer match about $356,179 at 4% or $237,453 at 6%; with 100% employer match about $267,134 at 4% or $178,090 at 6%.
Bernheim Arboretum and Research Forest-8$3,797,114$170,246$21,281iApproximate average salary by contribution assumption: employee only about $532,019 at 4% or $354,679 at 6%; with 50% employer match about $354,679 at 4% or $236,453 at 6%; with 100% employer match about $266,009 at 4% or $177,340 at 6%.
I W BERNHEIM FOUNDATION CBS BENEFIT PLAN-0$0$720-
2020268$3,284,383$454,379$6,682iApproximate average salary by contribution assumption: employee only about $167,051 at 4% or $111,367 at 6%; with 50% employer match about $111,367 at 4% or $74,245 at 6%; with 100% employer match about $83,526 at 4% or $55,684 at 6%.
Bernheim Arboretum and Research Forest-68$3,255,705$165,524$2,434iApproximate average salary by contribution assumption: employee only about $60,854 at 4% or $40,570 at 6%; with 50% employer match about $40,570 at 4% or $27,046 at 6%; with 100% employer match about $30,427 at 4% or $20,285 at 6%.
I W BERNHEIM FOUNDATION CBS BENEFIT PLAN-34$28,678$288,855$8,496iApproximate average salary by contribution assumption: employee only about $212,393 at 4% or $141,596 at 6%; with 50% employer match about $141,596 at 4% or $94,397 at 6%; with 100% employer match about $106,197 at 4% or $70,798 at 6%.
2019166$2,770,149$139,753$2,117iApproximate average salary by contribution assumption: employee only about $52,937 at 4% or $35,291 at 6%; with 50% employer match about $35,291 at 4% or $23,527 at 6%; with 100% employer match about $26,468 at 4% or $17,646 at 6%.
Bernheim Arboretum and Research Forest-66$2,770,149$139,753$2,117iApproximate average salary by contribution assumption: employee only about $52,937 at 4% or $35,291 at 6%; with 50% employer match about $35,291 at 4% or $23,527 at 6%; with 100% employer match about $26,468 at 4% or $17,646 at 6%.
2018168$2,308,804$127,719$1,878iApproximate average salary by contribution assumption: employee only about $46,956 at 4% or $31,304 at 6%; with 50% employer match about $31,304 at 4% or $20,869 at 6%; with 100% employer match about $23,478 at 4% or $15,652 at 6%.
Bernheim Arboretum and Research Forest-68$2,308,804$127,719$1,878iApproximate average salary by contribution assumption: employee only about $46,956 at 4% or $31,304 at 6%; with 50% employer match about $31,304 at 4% or $20,869 at 6%; with 100% employer match about $23,478 at 4% or $15,652 at 6%.
2017165$2,306,860$387,938$5,968iApproximate average salary by contribution assumption: employee only about $149,207 at 4% or $99,471 at 6%; with 50% employer match about $99,471 at 4% or $66,314 at 6%; with 100% employer match about $74,603 at 4% or $49,736 at 6%.
Bernheim Arboretum and Research Forest-65$2,306,860$387,938$5,968iApproximate average salary by contribution assumption: employee only about $149,207 at 4% or $99,471 at 6%; with 50% employer match about $99,471 at 4% or $66,314 at 6%; with 100% employer match about $74,603 at 4% or $49,736 at 6%.
2016167$1,946,551$100,828$1,505iApproximate average salary by contribution assumption: employee only about $37,622 at 4% or $25,082 at 6%; with 50% employer match about $25,082 at 4% or $16,721 at 6%; with 100% employer match about $18,811 at 4% or $12,541 at 6%.
Bernheim Arboretum and Research Forest-67$1,946,551$100,828$1,505iApproximate average salary by contribution assumption: employee only about $37,622 at 4% or $25,082 at 6%; with 50% employer match about $25,082 at 4% or $16,721 at 6%; with 100% employer match about $18,811 at 4% or $12,541 at 6%.
2015168$1,813,913$90,345$1,329iApproximate average salary by contribution assumption: employee only about $33,215 at 4% or $22,143 at 6%; with 50% employer match about $22,143 at 4% or $14,762 at 6%; with 100% employer match about $16,608 at 4% or $11,072 at 6%.
Bernheim Arboretum and Research Forest-68$1,813,913$90,345$1,329iApproximate average salary by contribution assumption: employee only about $33,215 at 4% or $22,143 at 6%; with 50% employer match about $22,143 at 4% or $14,762 at 6%; with 100% employer match about $16,608 at 4% or $11,072 at 6%.
2014171$185,919,056$90,841$1,279iApproximate average salary by contribution assumption: employee only about $31,986 at 4% or $21,324 at 6%; with 50% employer match about $21,324 at 4% or $14,216 at 6%; with 100% employer match about $15,993 at 4% or $10,662 at 6%.
Bernheim Arboretum and Research Forest-71$185,919,056$90,841$1,279iApproximate average salary by contribution assumption: employee only about $31,986 at 4% or $21,324 at 6%; with 50% employer match about $21,324 at 4% or $14,216 at 6%; with 100% employer match about $15,993 at 4% or $10,662 at 6%.
2013172$1,694,146$90,650$1,259iApproximate average salary by contribution assumption: employee only about $31,476 at 4% or $20,984 at 6%; with 50% employer match about $20,984 at 4% or $13,989 at 6%; with 100% employer match about $15,738 at 4% or $10,492 at 6%.
Bernheim Arboretum and Research Forest-72$1,694,146$90,650$1,259iApproximate average salary by contribution assumption: employee only about $31,476 at 4% or $20,984 at 6%; with 50% employer match about $20,984 at 4% or $13,989 at 6%; with 100% employer match about $15,738 at 4% or $10,492 at 6%.
2012172$1,388,304$101,571$1,411iApproximate average salary by contribution assumption: employee only about $35,268 at 4% or $23,512 at 6%; with 50% employer match about $23,512 at 4% or $15,675 at 6%; with 100% employer match about $17,634 at 4% or $11,756 at 6%.
Bernheim Arboretum and Research Forest-72$1,388,304$101,571$1,411iApproximate average salary by contribution assumption: employee only about $35,268 at 4% or $23,512 at 6%; with 50% employer match about $23,512 at 4% or $15,675 at 6%; with 100% employer match about $17,634 at 4% or $11,756 at 6%.
2011171$1,223,021$98,270$1,384iApproximate average salary by contribution assumption: employee only about $34,602 at 4% or $23,068 at 6%; with 50% employer match about $23,068 at 4% or $15,379 at 6%; with 100% employer match about $17,301 at 4% or $11,534 at 6%.
Bernheim Arboretum and Research Forest-71$1,223,021$98,270$1,384iApproximate average salary by contribution assumption: employee only about $34,602 at 4% or $23,068 at 6%; with 50% employer match about $23,068 at 4% or $15,379 at 6%; with 100% employer match about $17,301 at 4% or $11,534 at 6%.
2010166$1,147,287$89,558$1,357iApproximate average salary by contribution assumption: employee only about $33,923 at 4% or $22,616 at 6%; with 50% employer match about $22,616 at 4% or $15,077 at 6%; with 100% employer match about $16,962 at 4% or $11,308 at 6%.
Bernheim Arboretum and Research Forest-66$1,147,287$89,558$1,357iApproximate average salary by contribution assumption: employee only about $33,923 at 4% or $22,616 at 6%; with 50% employer match about $22,616 at 4% or $15,077 at 6%; with 100% employer match about $16,962 at 4% or $11,308 at 6%.
2009165$788,363$90,293$1,389iApproximate average salary by contribution assumption: employee only about $34,728 at 4% or $23,152 at 6%; with 50% employer match about $23,152 at 4% or $15,435 at 6%; with 100% employer match about $17,364 at 4% or $11,576 at 6%.
Bernheim Arboretum and Research Forest-65$788,363$90,293$1,389iApproximate average salary by contribution assumption: employee only about $34,728 at 4% or $23,152 at 6%; with 50% employer match about $23,152 at 4% or $15,435 at 6%; with 100% employer match about $17,364 at 4% or $11,576 at 6%.