Civic Intelligence

Sargent & Greenleaf Inc.

Plan context: Pension Plan for Employees of Sargent & Greenleaf Inc.

EIN 61-0982551 • 43 filings • 10 plans

Current Snapshot

Latest Year

2024

2024 Participants

172

2024 Assets

$6,223,468

2024 Contributions

$930,830

Historical Graphs

Total Assets Over Time

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

$20,239,658$10,119,829$0199920082024YearValue
$6,223,468Latest year 2024

Participants Over Time

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

2681340199920082024YearValue
172Latest year 2024

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
20242172$6,223,468$930,830$5,412iApproximate average salary by contribution assumption: employee only about $135,295 at 4% or $90,197 at 6%; with 50% employer match about $90,197 at 4% or $60,131 at 6%; with 100% employer match about $67,648 at 4% or $45,098 at 6%.
Pension Plan for Employees of Sargent & Greenleaf Inc.-161$6,223,468$930,830$5,782iApproximate average salary by contribution assumption: employee only about $144,539 at 4% or $96,359 at 6%; with 50% employer match about $96,359 at 4% or $64,239 at 6%; with 100% employer match about $72,269 at 4% or $48,180 at 6%.
Sargent & Greenleaf, Family of Companies Health & Welfare Benefit Plan-172---
20232167$5,536,242$973,382$5,829iApproximate average salary by contribution assumption: employee only about $145,716 at 4% or $97,144 at 6%; with 50% employer match about $97,144 at 4% or $64,763 at 6%; with 100% employer match about $72,858 at 4% or $48,572 at 6%.
Pension Plan for Employees of Sargent & Greenleaf Inc.-164$5,536,242$973,382$5,935iApproximate average salary by contribution assumption: employee only about $148,381 at 4% or $98,921 at 6%; with 50% employer match about $98,921 at 4% or $65,947 at 6%; with 100% employer match about $74,191 at 4% or $49,460 at 6%.
Sargent & Greenleaf, Family of Companies Health & Welfare Benefit Plan-167---
20222238$4,815,458$880,765$3,701iApproximate average salary by contribution assumption: employee only about $92,517 at 4% or $61,678 at 6%; with 50% employer match about $61,678 at 4% or $41,119 at 6%; with 100% employer match about $46,259 at 4% or $30,839 at 6%.
Pension Plan for Employees of Sargent & Greenleaf Inc.-206$4,815,458$880,765$4,276iApproximate average salary by contribution assumption: employee only about $106,889 at 4% or $71,259 at 6%; with 50% employer match about $71,259 at 4% or $47,506 at 6%; with 100% employer match about $53,444 at 4% or $35,630 at 6%.
Sargent & Greenleaf, Family of Companies Health & Welfare Benefit Plan-238---
20212265$2,648,865$684,454$2,583iApproximate average salary by contribution assumption: employee only about $64,571 at 4% or $43,047 at 6%; with 50% employer match about $43,047 at 4% or $28,698 at 6%; with 100% employer match about $32,286 at 4% or $21,524 at 6%.
Pension Plan for Employees of Sargent & Greenleaf Inc.-123$2,648,865$684,454$5,565iApproximate average salary by contribution assumption: employee only about $139,117 at 4% or $92,744 at 6%; with 50% employer match about $92,744 at 4% or $61,830 at 6%; with 100% employer match about $69,558 at 4% or $46,372 at 6%.
Sargent & Greenleaf, Family of Companies Health & Welfare Benefit Plan-265---
20201107$1,825,224$633,014$5,916iApproximate average salary by contribution assumption: employee only about $147,900 at 4% or $98,600 at 6%; with 50% employer match about $98,600 at 4% or $65,734 at 6%; with 100% employer match about $73,950 at 4% or $49,300 at 6%.
Pension Plan for Employees of Sargent & Greenleaf Inc.-107$1,825,224$633,014$5,916iApproximate average salary by contribution assumption: employee only about $147,900 at 4% or $98,600 at 6%; with 50% employer match about $98,600 at 4% or $65,734 at 6%; with 100% employer match about $73,950 at 4% or $49,300 at 6%.
20191112$1,085,626$1,164,858$10,401iApproximate average salary by contribution assumption: employee only about $260,013 at 4% or $173,342 at 6%; with 50% employer match about $173,342 at 4% or $115,561 at 6%; with 100% employer match about $130,006 at 4% or $86,671 at 6%.
Pension Plan for Employees of Sargent & Greenleaf Inc.-112$1,085,626$1,164,858$10,401iApproximate average salary by contribution assumption: employee only about $260,013 at 4% or $173,342 at 6%; with 50% employer match about $173,342 at 4% or $115,561 at 6%; with 100% employer match about $130,006 at 4% or $86,671 at 6%.
201210$0$520,000-
Pension Plan for Employees of Sargent & Greenleaf Inc.-0-$520,000-
2011194$16,483,787$580,000$6,170iApproximate average salary by contribution assumption: employee only about $154,255 at 4% or $102,837 at 6%; with 50% employer match about $102,837 at 4% or $68,558 at 6%; with 100% employer match about $77,128 at 4% or $51,418 at 6%.
Pension Plan for Employees of Sargent & Greenleaf Inc.-94$16,483,787$580,000$6,170iApproximate average salary by contribution assumption: employee only about $154,255 at 4% or $102,837 at 6%; with 50% employer match about $102,837 at 4% or $68,558 at 6%; with 100% employer match about $77,128 at 4% or $51,418 at 6%.
2010196$15,552,885$328,000$3,417iApproximate average salary by contribution assumption: employee only about $85,417 at 4% or $56,944 at 6%; with 50% employer match about $56,944 at 4% or $37,963 at 6%; with 100% employer match about $42,708 at 4% or $28,472 at 6%.
Pension Plan for Employees of Sargent & Greenleaf Inc.-96$15,552,885$328,000$3,417iApproximate average salary by contribution assumption: employee only about $85,417 at 4% or $56,944 at 6%; with 50% employer match about $56,944 at 4% or $37,963 at 6%; with 100% employer match about $42,708 at 4% or $28,472 at 6%.
20091107$14,784,043$0-
Pension Plan for Employees of Sargent & Greenleaf Inc.-107$14,784,043--
20081126$13,197,248$0-
Pension Plan for Employees of Sargent & Greenleaf Inc.-126$13,197,248--
20071137$18,273,138$0-
Pension Plan for Employees of Sargent & Greenleaf Inc.-137$18,273,138--
20062104$17,888,652$64,916$624iApproximate average salary by contribution assumption: employee only about $15,605 at 4% or $10,403 at 6%; with 50% employer match about $10,403 at 4% or $6,935 at 6%; with 100% employer match about $7,802 at 4% or $5,202 at 6%.
Pension Plan for Employees of Sargent & Greenleaf Inc.-104$17,888,652$64,916$624iApproximate average salary by contribution assumption: employee only about $15,605 at 4% or $10,403 at 6%; with 50% employer match about $10,403 at 4% or $6,935 at 6%; with 100% employer match about $7,802 at 4% or $5,202 at 6%.
Sargent & Greenleaf Inc. Salary Savings Retirement Plan-0---
20054151$20,239,658$799,299$5,293iApproximate average salary by contribution assumption: employee only about $132,334 at 4% or $88,223 at 6%; with 50% employer match about $88,223 at 4% or $58,815 at 6%; with 100% employer match about $66,167 at 4% or $44,111 at 6%.
Pension Plan for Employees of Sargent & Greenleaf Inc.-151$17,305,996--
Sargent & Greenleaf Inc. Salary Savings Retirement Plan-121$2,933,662--
SARGENT & GREENLEAF, INC. HEALTH BENEFIT PLAN-0-$799,299-
Sargent & Greenleaf, Family of Companies Health & Welfare Benefit Plan-0---
20045230$18,216,428$3,841,045$16,700iApproximate average salary by contribution assumption: employee only about $417,505 at 4% or $278,337 at 6%; with 50% employer match about $278,337 at 4% or $185,558 at 6%; with 100% employer match about $208,752 at 4% or $139,168 at 6%.
Pension Plan for Employees of Sargent & Greenleaf Inc.-230$15,132,331$2,500,000$10,870iApproximate average salary by contribution assumption: employee only about $271,739 at 4% or $181,159 at 6%; with 50% employer match about $181,159 at 4% or $120,773 at 6%; with 100% employer match about $135,870 at 4% or $90,580 at 6%.
Sargent & Greenleaf Inc. Salary Savings Retirement Plan-131$3,083,958$466,078$3,558iApproximate average salary by contribution assumption: employee only about $88,946 at 4% or $59,297 at 6%; with 50% employer match about $59,297 at 4% or $39,532 at 6%; with 100% employer match about $44,473 at 4% or $29,649 at 6%.
SARGENT & GREENLEAF, INC. HEALTH BENEFIT PLAN-104$139$874,967$8,413iApproximate average salary by contribution assumption: employee only about $210,329 at 4% or $140,219 at 6%; with 50% employer match about $140,219 at 4% or $93,479 at 6%; with 100% employer match about $105,164 at 4% or $70,110 at 6%.
Sargent & Greenleaf, Family of Companies Health & Welfare Benefit Plan-144---
Sargent & Greenleaf, Family of Companies Health & Welfare Benefit Plan-124---
20034233$15,305,246$1,375,531$5,904iApproximate average salary by contribution assumption: employee only about $147,589 at 4% or $98,393 at 6%; with 50% employer match about $98,393 at 4% or $65,595 at 6%; with 100% employer match about $73,795 at 4% or $49,196 at 6%.
Pension Plan for Employees of Sargent & Greenleaf Inc.-233$11,660,575--
Sargent & Greenleaf Inc. Salary Savings Retirement Plan-132$3,632,434$564,933$4,280iApproximate average salary by contribution assumption: employee only about $106,995 at 4% or $71,330 at 6%; with 50% employer match about $71,330 at 4% or $47,553 at 6%; with 100% employer match about $53,497 at 4% or $35,665 at 6%.
SARGENT & GREENLEAF, INC. HEALTH BENEFIT PLAN-114$12,237$810,598$7,111iApproximate average salary by contribution assumption: employee only about $177,763 at 4% or $118,508 at 6%; with 50% employer match about $118,508 at 4% or $79,006 at 6%; with 100% employer match about $88,881 at 4% or $59,254 at 6%.
Sargent & Greenleaf, Family of Companies Health & Welfare Benefit Plan-113---
20025246$9,434,240$953,680$3,877iApproximate average salary by contribution assumption: employee only about $96,919 at 4% or $64,612 at 6%; with 50% employer match about $64,612 at 4% or $43,075 at 6%; with 100% employer match about $48,459 at 4% or $32,306 at 6%.
Pension Plan for Employees of Sargent & Greenleaf Inc.-246$9,434,130$226,180$919iApproximate average salary by contribution assumption: employee only about $22,986 at 4% or $15,324 at 6%; with 50% employer match about $15,324 at 4% or $10,216 at 6%; with 100% employer match about $11,493 at 4% or $7,662 at 6%.
SARGENT & GREENLEAF, INC. HEALTH BENEFIT PLAN-118$110$727,500$6,165iApproximate average salary by contribution assumption: employee only about $154,131 at 4% or $102,754 at 6%; with 50% employer match about $102,754 at 4% or $68,503 at 6%; with 100% employer match about $77,066 at 4% or $51,377 at 6%.
Sargent & Greenleaf, Family of Companies Health & Welfare Benefit Plan-136---
Sargent & Greenleaf, Family of Companies Health & Welfare Benefit Plan-135---
Sargent & Greenleaf Inc. Salary Savings Retirement Plan-136---
20013252$12,156,802$709,780$2,817iApproximate average salary by contribution assumption: employee only about $70,415 at 4% or $46,943 at 6%; with 50% employer match about $46,943 at 4% or $31,295 at 6%; with 100% employer match about $35,207 at 4% or $23,472 at 6%.
Pension Plan for Employees of Sargent & Greenleaf Inc.-252$9,777,059$389,051$1,544iApproximate average salary by contribution assumption: employee only about $38,596 at 4% or $25,731 at 6%; with 50% employer match about $25,731 at 4% or $17,154 at 6%; with 100% employer match about $19,298 at 4% or $12,865 at 6%.
Sargent & Greenleaf Inc. Salary Savings Retirement Plan-131$2,379,743$320,729$2,448iApproximate average salary by contribution assumption: employee only about $61,208 at 4% or $40,805 at 6%; with 50% employer match about $40,805 at 4% or $27,203 at 6%; with 100% employer match about $30,604 at 4% or $20,403 at 6%.
Sargent & Greenleaf, Family of Companies Health & Welfare Benefit Plan-149---
20002251$11,278,496$535,342$2,133iApproximate average salary by contribution assumption: employee only about $53,321 at 4% or $35,547 at 6%; with 50% employer match about $35,547 at 4% or $23,698 at 6%; with 100% employer match about $26,660 at 4% or $17,774 at 6%.
Pension Plan for Employees of Sargent & Greenleaf Inc.-251$8,750,650$255,120$1,016iApproximate average salary by contribution assumption: employee only about $25,410 at 4% or $16,940 at 6%; with 50% employer match about $16,940 at 4% or $11,293 at 6%; with 100% employer match about $12,705 at 4% or $8,470 at 6%.
Sargent & Greenleaf Inc. Salary Savings Retirement Plan-150$2,527,846$280,222$1,868iApproximate average salary by contribution assumption: employee only about $46,704 at 4% or $31,136 at 6%; with 50% employer match about $31,136 at 4% or $20,757 at 6%; with 100% employer match about $23,352 at 4% or $15,568 at 6%.
19992268$13,717,609$526,692$1,965iApproximate average salary by contribution assumption: employee only about $49,132 at 4% or $32,754 at 6%; with 50% employer match about $32,754 at 4% or $21,836 at 6%; with 100% employer match about $24,566 at 4% or $16,377 at 6%.
Pension Plan for Employees of Sargent & Greenleaf Inc.-268$10,802,917$240,840$899iApproximate average salary by contribution assumption: employee only about $22,466 at 4% or $14,978 at 6%; with 50% employer match about $14,978 at 4% or $9,985 at 6%; with 100% employer match about $11,233 at 4% or $7,489 at 6%.
Sargent & Greenleaf Inc. Salary Savings Retirement Plan-168$2,914,692$285,852$1,702iApproximate average salary by contribution assumption: employee only about $42,538 at 4% or $28,358 at 6%; with 50% employer match about $28,358 at 4% or $18,906 at 6%; with 100% employer match about $21,269 at 4% or $14,179 at 6%.