STATESTREET GROUP, LLC
Plan context: STATESTREET GROUP, LLC 401(K) PSP
EIN 64-0907446 • Jackson, MS • 24 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
33
2024 Assets
$2,190,481
2024 Contributions
$202,971
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 33 | $2,190,481 | $202,971 | $6,151iApproximate average salary by contribution assumption: employee only about $153,766 at 4% or $102,511 at 6%; with 50% employer match about $102,511 at 4% or $68,340 at 6%; with 100% employer match about $76,883 at 4% or $51,255 at 6%. |
| STATESTREET GROUP, LLC 401(K) PSP | - | 33 | $2,190,481 | $202,971 | $6,151iApproximate average salary by contribution assumption: employee only about $153,766 at 4% or $102,511 at 6%; with 50% employer match about $102,511 at 4% or $68,340 at 6%; with 100% employer match about $76,883 at 4% or $51,255 at 6%. |
| 2023 | 1 | 37 | $2,347,849 | $160,870 | $4,348iApproximate average salary by contribution assumption: employee only about $108,696 at 4% or $72,464 at 6%; with 50% employer match about $72,464 at 4% or $48,309 at 6%; with 100% employer match about $54,348 at 4% or $36,232 at 6%. |
| STATESTREET GROUP, LLC 401(K) PSP | - | 37 | $2,347,849 | $160,870 | $4,348iApproximate average salary by contribution assumption: employee only about $108,696 at 4% or $72,464 at 6%; with 50% employer match about $72,464 at 4% or $48,309 at 6%; with 100% employer match about $54,348 at 4% or $36,232 at 6%. |
| 2022 | 1 | 37 | $2,691,536 | $223,639 | $6,044iApproximate average salary by contribution assumption: employee only about $151,107 at 4% or $100,738 at 6%; with 50% employer match about $100,738 at 4% or $67,159 at 6%; with 100% employer match about $75,554 at 4% or $50,369 at 6%. |
| STATESTREET GROUP, LLC 401(K) PSP | - | 37 | $2,691,536 | $223,639 | $6,044iApproximate average salary by contribution assumption: employee only about $151,107 at 4% or $100,738 at 6%; with 50% employer match about $100,738 at 4% or $67,159 at 6%; with 100% employer match about $75,554 at 4% or $50,369 at 6%. |
| 2021 | 1 | 33 | $3,008,623 | $210,782 | $6,387iApproximate average salary by contribution assumption: employee only about $159,683 at 4% or $106,456 at 6%; with 50% employer match about $106,456 at 4% or $70,970 at 6%; with 100% employer match about $79,842 at 4% or $53,228 at 6%. |
| STATESTREET GROUP, LLC 401(K) PSP | - | 33 | $3,008,623 | $210,782 | $6,387iApproximate average salary by contribution assumption: employee only about $159,683 at 4% or $106,456 at 6%; with 50% employer match about $106,456 at 4% or $70,970 at 6%; with 100% employer match about $79,842 at 4% or $53,228 at 6%. |
| 2020 | 1 | 33 | $2,507,756 | $197,861 | $5,996iApproximate average salary by contribution assumption: employee only about $149,895 at 4% or $99,930 at 6%; with 50% employer match about $99,930 at 4% or $66,620 at 6%; with 100% employer match about $74,947 at 4% or $49,965 at 6%. |
| STATESTREET GROUP, LLC 401(K) PSP | - | 33 | $2,507,756 | $197,861 | $5,996iApproximate average salary by contribution assumption: employee only about $149,895 at 4% or $99,930 at 6%; with 50% employer match about $99,930 at 4% or $66,620 at 6%; with 100% employer match about $74,947 at 4% or $49,965 at 6%. |
| 2019 | 1 | 33 | $2,022,200 | $189,945 | $5,756iApproximate average salary by contribution assumption: employee only about $143,898 at 4% or $95,932 at 6%; with 50% employer match about $95,932 at 4% or $63,955 at 6%; with 100% employer match about $71,949 at 4% or $47,966 at 6%. |
| STATESTREET GROUP, LLC 401(K) PSP | - | 33 | $2,022,200 | $189,945 | $5,756iApproximate average salary by contribution assumption: employee only about $143,898 at 4% or $95,932 at 6%; with 50% employer match about $95,932 at 4% or $63,955 at 6%; with 100% employer match about $71,949 at 4% or $47,966 at 6%. |
| 2018 | 1 | 33 | $1,581,827 | $186,387 | $5,648iApproximate average salary by contribution assumption: employee only about $141,202 at 4% or $94,135 at 6%; with 50% employer match about $94,135 at 4% or $62,757 at 6%; with 100% employer match about $70,601 at 4% or $47,067 at 6%. |
| STATESTREET GROUP, LLC 401(K) PSP | - | 33 | $1,581,827 | $186,387 | $5,648iApproximate average salary by contribution assumption: employee only about $141,202 at 4% or $94,135 at 6%; with 50% employer match about $94,135 at 4% or $62,757 at 6%; with 100% employer match about $70,601 at 4% or $47,067 at 6%. |
| 2017 | 1 | 34 | $1,625,951 | $196,861 | $5,790iApproximate average salary by contribution assumption: employee only about $144,751 at 4% or $96,500 at 6%; with 50% employer match about $96,500 at 4% or $64,334 at 6%; with 100% employer match about $72,375 at 4% or $48,250 at 6%. |
| STATESTREET GROUP, LLC 401(K) PSP | - | 34 | $1,625,951 | $196,861 | $5,790iApproximate average salary by contribution assumption: employee only about $144,751 at 4% or $96,500 at 6%; with 50% employer match about $96,500 at 4% or $64,334 at 6%; with 100% employer match about $72,375 at 4% or $48,250 at 6%. |
| 2016 | 1 | 33 | $1,274,536 | $176,668 | $5,354iApproximate average salary by contribution assumption: employee only about $133,839 at 4% or $89,226 at 6%; with 50% employer match about $89,226 at 4% or $59,484 at 6%; with 100% employer match about $66,920 at 4% or $44,613 at 6%. |
| STATESTREET GROUP, LLC 401(K) PROFIT SHARING PLAN | - | 33 | $1,274,536 | $176,668 | $5,354iApproximate average salary by contribution assumption: employee only about $133,839 at 4% or $89,226 at 6%; with 50% employer match about $89,226 at 4% or $59,484 at 6%; with 100% employer match about $66,920 at 4% or $44,613 at 6%. |
| 2015 | 1 | 30 | $1,048,634 | $124,789 | $4,160iApproximate average salary by contribution assumption: employee only about $103,991 at 4% or $69,327 at 6%; with 50% employer match about $69,327 at 4% or $46,218 at 6%; with 100% employer match about $51,995 at 4% or $34,664 at 6%. |
| STATESTREET GROUP, LLC 401(K) PROFIT SHARING PLAN | - | 30 | $1,048,634 | $124,789 | $4,160iApproximate average salary by contribution assumption: employee only about $103,991 at 4% or $69,327 at 6%; with 50% employer match about $69,327 at 4% or $46,218 at 6%; with 100% employer match about $51,995 at 4% or $34,664 at 6%. |
| 2014 | 1 | 29 | $986,943 | $108,342 | $3,736iApproximate average salary by contribution assumption: employee only about $93,398 at 4% or $62,266 at 6%; with 50% employer match about $62,266 at 4% or $41,510 at 6%; with 100% employer match about $46,699 at 4% or $31,133 at 6%. |
| STATESTREET GROUP, LLC 401(K) PROFIT SHARING PLAN | - | 29 | $986,943 | $108,342 | $3,736iApproximate average salary by contribution assumption: employee only about $93,398 at 4% or $62,266 at 6%; with 50% employer match about $62,266 at 4% or $41,510 at 6%; with 100% employer match about $46,699 at 4% or $31,133 at 6%. |
| 2013 | 1 | 38 | $874,351 | $101,636 | $2,675iApproximate average salary by contribution assumption: employee only about $66,866 at 4% or $44,577 at 6%; with 50% employer match about $44,577 at 4% or $29,718 at 6%; with 100% employer match about $33,433 at 4% or $22,289 at 6%. |
| STATESTREET GROUP, LLC 401(K) PROFIT SHARING PLAN | - | 38 | $874,351 | $101,636 | $2,675iApproximate average salary by contribution assumption: employee only about $66,866 at 4% or $44,577 at 6%; with 50% employer match about $44,577 at 4% or $29,718 at 6%; with 100% employer match about $33,433 at 4% or $22,289 at 6%. |
| 2012 | 1 | 38 | $695,776 | $101,893 | $2,681iApproximate average salary by contribution assumption: employee only about $67,035 at 4% or $44,690 at 6%; with 50% employer match about $44,690 at 4% or $29,793 at 6%; with 100% employer match about $33,517 at 4% or $22,345 at 6%. |
| STATESTREET GROUP, LLC 401(K) PROFIT SHARING PLAN | - | 38 | $695,776 | $101,893 | $2,681iApproximate average salary by contribution assumption: employee only about $67,035 at 4% or $44,690 at 6%; with 50% employer match about $44,690 at 4% or $29,793 at 6%; with 100% employer match about $33,517 at 4% or $22,345 at 6%. |
| 2011 | 1 | 30 | $521,303 | $71,091 | $2,370iApproximate average salary by contribution assumption: employee only about $59,242 at 4% or $39,495 at 6%; with 50% employer match about $39,495 at 4% or $26,330 at 6%; with 100% employer match about $29,621 at 4% or $19,748 at 6%. |
| STATESTREET GROUP, LLC 401(K) PROFIT SHARING PLAN | - | 30 | $521,303 | $71,091 | $2,370iApproximate average salary by contribution assumption: employee only about $59,242 at 4% or $39,495 at 6%; with 50% employer match about $39,495 at 4% or $26,330 at 6%; with 100% employer match about $29,621 at 4% or $19,748 at 6%. |
| 2010 | 1 | 29 | $503,414 | $58,222 | $2,008iApproximate average salary by contribution assumption: employee only about $50,191 at 4% or $33,461 at 6%; with 50% employer match about $33,461 at 4% or $22,307 at 6%; with 100% employer match about $25,096 at 4% or $16,730 at 6%. |
| STATESTREET GROUP, LLC 401(K) PROFIT SHARING PLAN | - | 29 | $503,414 | $58,222 | $2,008iApproximate average salary by contribution assumption: employee only about $50,191 at 4% or $33,461 at 6%; with 50% employer match about $33,461 at 4% or $22,307 at 6%; with 100% employer match about $25,096 at 4% or $16,730 at 6%. |
| 2009 | 1 | 34 | $464,579 | $62,067 | $1,826iApproximate average salary by contribution assumption: employee only about $45,638 at 4% or $30,425 at 6%; with 50% employer match about $30,425 at 4% or $20,283 at 6%; with 100% employer match about $22,819 at 4% or $15,213 at 6%. |
| STATESTREET GROUP, LLC 401(K) PROFIT SHARING PLAN | - | 34 | $464,579 | $62,067 | $1,826iApproximate average salary by contribution assumption: employee only about $45,638 at 4% or $30,425 at 6%; with 50% employer match about $30,425 at 4% or $20,283 at 6%; with 100% employer match about $22,819 at 4% or $15,213 at 6%. |
| 2008 | 1 | 37 | $321,057 | $70,045 | $1,893iApproximate average salary by contribution assumption: employee only about $47,328 at 4% or $31,552 at 6%; with 50% employer match about $31,552 at 4% or $21,035 at 6%; with 100% employer match about $23,664 at 4% or $15,776 at 6%. |
| STATESTREET GROUP, LLC 401K PROFIT SHARING PLAN | - | 37 | $321,057 | $70,045 | $1,893iApproximate average salary by contribution assumption: employee only about $47,328 at 4% or $31,552 at 6%; with 50% employer match about $31,552 at 4% or $21,035 at 6%; with 100% employer match about $23,664 at 4% or $15,776 at 6%. |
| 2007 | 1 | 30 | $491,791 | $66,210 | $2,207iApproximate average salary by contribution assumption: employee only about $55,175 at 4% or $36,783 at 6%; with 50% employer match about $36,783 at 4% or $24,522 at 6%; with 100% employer match about $27,588 at 4% or $18,392 at 6%. |
| STATESTREET GROUP, LLC 401K PROFIT SHARING PLAN | - | 30 | $491,791 | $66,210 | $2,207iApproximate average salary by contribution assumption: employee only about $55,175 at 4% or $36,783 at 6%; with 50% employer match about $36,783 at 4% or $24,522 at 6%; with 100% employer match about $27,588 at 4% or $18,392 at 6%. |
| 2006 | 1 | 31 | $435,426 | $53,749 | $1,734iApproximate average salary by contribution assumption: employee only about $43,346 at 4% or $28,897 at 6%; with 50% employer match about $28,897 at 4% or $19,265 at 6%; with 100% employer match about $21,673 at 4% or $14,449 at 6%. |
| STATESTREET GROUP, LLC 401K PROFIT SHARING PLAN | - | 31 | $435,426 | $53,749 | $1,734iApproximate average salary by contribution assumption: employee only about $43,346 at 4% or $28,897 at 6%; with 50% employer match about $28,897 at 4% or $19,265 at 6%; with 100% employer match about $21,673 at 4% or $14,449 at 6%. |
| 2005 | 1 | 31 | $355,801 | $59,249 | $1,911iApproximate average salary by contribution assumption: employee only about $47,781 at 4% or $31,854 at 6%; with 50% employer match about $31,854 at 4% or $21,236 at 6%; with 100% employer match about $23,891 at 4% or $15,927 at 6%. |
| STATESTREET GROUP, LLC 401K PROFIT SHARING PLAN | - | 31 | $355,801 | $59,249 | $1,911iApproximate average salary by contribution assumption: employee only about $47,781 at 4% or $31,854 at 6%; with 50% employer match about $31,854 at 4% or $21,236 at 6%; with 100% employer match about $23,891 at 4% or $15,927 at 6%. |
| 2004 | 1 | 45 | $360,094 | $80,218 | $1,783iApproximate average salary by contribution assumption: employee only about $44,566 at 4% or $29,710 at 6%; with 50% employer match about $29,710 at 4% or $19,807 at 6%; with 100% employer match about $22,283 at 4% or $14,855 at 6%. |
| STATESTREET GROUP, LLC 401K PROFIT SHARING PLAN | - | 45 | $360,094 | $80,218 | $1,783iApproximate average salary by contribution assumption: employee only about $44,566 at 4% or $29,710 at 6%; with 50% employer match about $29,710 at 4% or $19,807 at 6%; with 100% employer match about $22,283 at 4% or $14,855 at 6%. |
| 2003 | 1 | 39 | $310,916 | $67,616 | $1,734iApproximate average salary by contribution assumption: employee only about $43,344 at 4% or $28,896 at 6%; with 50% employer match about $28,896 at 4% or $19,264 at 6%; with 100% employer match about $21,672 at 4% or $14,448 at 6%. |
| STATESTREET GROUP, LLC 401K PROFIT SHARING PLAN | - | 39 | $310,916 | $67,616 | $1,734iApproximate average salary by contribution assumption: employee only about $43,344 at 4% or $28,896 at 6%; with 50% employer match about $28,896 at 4% or $19,264 at 6%; with 100% employer match about $21,672 at 4% or $14,448 at 6%. |
| 2001 | 1 | 38 | $0 | $0 | - |
| STATESTREET GROUP, LLC 401K PROFIT SHARING PLAN | - | 38 | - | - | - |
| 2000 | 1 | 34 | $163,927 | $58,912 | $1,733iApproximate average salary by contribution assumption: employee only about $43,318 at 4% or $28,878 at 6%; with 50% employer match about $28,878 at 4% or $19,252 at 6%; with 100% employer match about $21,659 at 4% or $14,439 at 6%. |
| STATESTREET GROUP, LLC 401K PROFIT SHARING PLAN | - | 34 | $163,927 | $58,912 | $1,733iApproximate average salary by contribution assumption: employee only about $43,318 at 4% or $28,878 at 6%; with 50% employer match about $28,878 at 4% or $19,252 at 6%; with 100% employer match about $21,659 at 4% or $14,439 at 6%. |