Current Snapshot
Latest Year
2021
2021 Participants
263
2021 Assets
$2,195,349
2021 Contributions
$270,523
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 |
|---|---|---|---|---|---|
| 2021 | 1 | 0 | $0 | $0 | - |
| Health & Welfare Benefit Plan for Employees of Dick James & Associates Inc. | - | 0 | - | - | - |
| 2020 | 1 | 263 | $0 | $0 | - |
| 2 | - | 263 | - | - | - |
| 2019 | 1 | 0 | $0 | $0 | - |
| Health & Welfare Benefit Plan for Employees of Dick James & Associates Inc. | - | - | - | - | - |
| 2018 | 2 | 186 | $2,195,349 | $270,523 | $1,454iApproximate average salary by contribution assumption: employee only about $36,361 at 4% or $24,240 at 6%; with 50% employer match about $24,240 at 4% or $16,160 at 6%; with 100% employer match about $18,180 at 4% or $12,120 at 6%. |
| 2 | - | 186 | $2,195,349 | $270,523 | $1,454iApproximate average salary by contribution assumption: employee only about $36,361 at 4% or $24,240 at 6%; with 50% employer match about $24,240 at 4% or $16,160 at 6%; with 100% employer match about $18,180 at 4% or $12,120 at 6%. |
| Health & Welfare Benefit Plan for Employees of Dick James & Associates Inc. | - | 144 | - | - | - |
| 2017 | 2 | 193 | $2,180,468 | $240,855 | $1,248iApproximate average salary by contribution assumption: employee only about $31,199 at 4% or $20,799 at 6%; with 50% employer match about $20,799 at 4% or $13,866 at 6%; with 100% employer match about $15,599 at 4% or $10,400 at 6%. |
| 2 | - | 193 | $2,180,468 | $240,855 | $1,248iApproximate average salary by contribution assumption: employee only about $31,199 at 4% or $20,799 at 6%; with 50% employer match about $20,799 at 4% or $13,866 at 6%; with 100% employer match about $15,599 at 4% or $10,400 at 6%. |
| Health & Welfare Benefit Plan for Employees of Dick James & Associates Inc. | - | 187 | - | - | - |
| 2016 | 2 | 185 | $1,748,135 | $191,508 | $1,035iApproximate average salary by contribution assumption: employee only about $25,879 at 4% or $17,253 at 6%; with 50% employer match about $17,253 at 4% or $11,502 at 6%; with 100% employer match about $12,940 at 4% or $8,626 at 6%. |
| 2 | - | 163 | $1,748,135 | $191,508 | $1,175iApproximate average salary by contribution assumption: employee only about $29,372 at 4% or $19,582 at 6%; with 50% employer match about $19,582 at 4% or $13,054 at 6%; with 100% employer match about $14,686 at 4% or $9,791 at 6%. |
| Health & Welfare Benefit Plan for Employees of Dick James & Associates Inc. | - | 185 | - | - | - |
| 2015 | 2 | 167 | $1,469,376 | $110,049 | $659iApproximate average salary by contribution assumption: employee only about $16,474 at 4% or $10,983 at 6%; with 50% employer match about $10,983 at 4% or $7,322 at 6%; with 100% employer match about $8,237 at 4% or $5,491 at 6%. |
| 2 | - | 128 | $1,469,376 | $110,049 | $860iApproximate average salary by contribution assumption: employee only about $21,494 at 4% or $14,329 at 6%; with 50% employer match about $14,329 at 4% or $9,553 at 6%; with 100% employer match about $10,747 at 4% or $7,165 at 6%. |
| Health & Welfare Benefit Plan for Employees of Dick James & Associates Inc. | - | 167 | - | - | - |
| 2014 | 2 | 133 | $1,434,186 | $112,980 | $849iApproximate average salary by contribution assumption: employee only about $21,237 at 4% or $14,158 at 6%; with 50% employer match about $14,158 at 4% or $9,439 at 6%; with 100% employer match about $10,618 at 4% or $7,079 at 6%. |
| 2 | - | 127 | $1,434,186 | $112,980 | $890iApproximate average salary by contribution assumption: employee only about $22,240 at 4% or $14,827 at 6%; with 50% employer match about $14,827 at 4% or $9,885 at 6%; with 100% employer match about $11,120 at 4% or $7,413 at 6%. |
| Health & Welfare Benefit Plan for Employees of Dick James & Associates Inc. | - | 133 | - | - | - |
| 2013 | 2 | 136 | $1,340,239 | $135,935 | $1,000iApproximate average salary by contribution assumption: employee only about $24,988 at 4% or $16,659 at 6%; with 50% employer match about $16,659 at 4% or $11,106 at 6%; with 100% employer match about $12,494 at 4% or $8,329 at 6%. |
| 2 | - | 136 | $1,340,239 | $135,935 | $1,000iApproximate average salary by contribution assumption: employee only about $24,988 at 4% or $16,659 at 6%; with 50% employer match about $16,659 at 4% or $11,106 at 6%; with 100% employer match about $12,494 at 4% or $8,329 at 6%. |
| Health & Welfare Benefit Plan for Employees of Dick James & Associates Inc. | - | 71 | - | - | - |
| 2012 | 1 | 102 | $1,139,172 | $138,781 | $1,361iApproximate average salary by contribution assumption: employee only about $34,015 at 4% or $22,677 at 6%; with 50% employer match about $22,677 at 4% or $15,118 at 6%; with 100% employer match about $17,007 at 4% or $11,338 at 6%. |
| 2 | - | 102 | $1,139,172 | $138,781 | $1,361iApproximate average salary by contribution assumption: employee only about $34,015 at 4% or $22,677 at 6%; with 50% employer match about $22,677 at 4% or $15,118 at 6%; with 100% employer match about $17,007 at 4% or $11,338 at 6%. |
| 2011 | 1 | 124 | $984,098 | $141,168 | $1,138iApproximate average salary by contribution assumption: employee only about $28,461 at 4% or $18,974 at 6%; with 50% employer match about $18,974 at 4% or $12,649 at 6%; with 100% employer match about $14,231 at 4% or $9,487 at 6%. |
| 2 | - | 124 | $984,098 | $141,168 | $1,138iApproximate average salary by contribution assumption: employee only about $28,461 at 4% or $18,974 at 6%; with 50% employer match about $18,974 at 4% or $12,649 at 6%; with 100% employer match about $14,231 at 4% or $9,487 at 6%. |
| 2010 | 1 | 65 | $933,018 | $139,124 | $2,140iApproximate average salary by contribution assumption: employee only about $53,509 at 4% or $35,673 at 6%; with 50% employer match about $35,673 at 4% or $23,782 at 6%; with 100% employer match about $26,755 at 4% or $17,836 at 6%. |
| 2 | - | 65 | $933,018 | $139,124 | $2,140iApproximate average salary by contribution assumption: employee only about $53,509 at 4% or $35,673 at 6%; with 50% employer match about $35,673 at 4% or $23,782 at 6%; with 100% employer match about $26,755 at 4% or $17,836 at 6%. |
| 2009 | 2 | 195 | $710,570 | $124,499 | $638iApproximate average salary by contribution assumption: employee only about $15,961 at 4% or $10,641 at 6%; with 50% employer match about $10,641 at 4% or $7,094 at 6%; with 100% employer match about $7,981 at 4% or $5,320 at 6%. |
| 2 | - | 54 | $710,570 | $124,499 | $2,306iApproximate average salary by contribution assumption: employee only about $57,638 at 4% or $38,426 at 6%; with 50% employer match about $38,426 at 4% or $25,617 at 6%; with 100% employer match about $28,819 at 4% or $19,213 at 6%. |
| Health & Welfare Benefit Plan for Employees of Dick James & Associates Inc. | - | 195 | - | - | - |
| 2007 | 1 | 73 | $561,717 | $100,157 | $1,372iApproximate average salary by contribution assumption: employee only about $34,300 at 4% or $22,867 at 6%; with 50% employer match about $22,867 at 4% or $15,245 at 6%; with 100% employer match about $17,150 at 4% or $11,433 at 6%. |
| 2 | - | 73 | $561,717 | $100,157 | $1,372iApproximate average salary by contribution assumption: employee only about $34,300 at 4% or $22,867 at 6%; with 50% employer match about $22,867 at 4% or $15,245 at 6%; with 100% employer match about $17,150 at 4% or $11,433 at 6%. |
| 2006 | 1 | 45 | $440,763 | $94,217 | $2,094iApproximate average salary by contribution assumption: employee only about $52,343 at 4% or $34,895 at 6%; with 50% employer match about $34,895 at 4% or $23,263 at 6%; with 100% employer match about $26,171 at 4% or $17,448 at 6%. |
| DICK JAMES & ASSOCIATES INC 401K PROFIT SHARING PLAN & TRUST | - | 45 | $440,763 | $94,217 | $2,094iApproximate average salary by contribution assumption: employee only about $52,343 at 4% or $34,895 at 6%; with 50% employer match about $34,895 at 4% or $23,263 at 6%; with 100% employer match about $26,171 at 4% or $17,448 at 6%. |
| 2005 | 1 | 37 | $1,922 | $1,934 | $52iApproximate average salary by contribution assumption: employee only about $1,307 at 4% or $871 at 6%; with 50% employer match about $871 at 4% or $581 at 6%; with 100% employer match about $653 at 4% or $436 at 6%. |
| DICK JAMES & ASSOCIATES INC 401K PROFIT SHARING PLAN & TRUST | - | 37 | $1,922 | $1,934 | $52iApproximate average salary by contribution assumption: employee only about $1,307 at 4% or $871 at 6%; with 50% employer match about $871 at 4% or $581 at 6%; with 100% employer match about $653 at 4% or $436 at 6%. |
| 2004 | 1 | 32 | $256,913 | $61,573 | $1,924iApproximate average salary by contribution assumption: employee only about $48,104 at 4% or $32,069 at 6%; with 50% employer match about $32,069 at 4% or $21,380 at 6%; with 100% employer match about $24,052 at 4% or $16,035 at 6%. |
| 2 | - | 32 | $256,913 | $61,573 | $1,924iApproximate average salary by contribution assumption: employee only about $48,104 at 4% or $32,069 at 6%; with 50% employer match about $32,069 at 4% or $21,380 at 6%; with 100% employer match about $24,052 at 4% or $16,035 at 6%. |
| 2003 | 1 | 25 | $184,909 | $54,393 | $2,176iApproximate average salary by contribution assumption: employee only about $54,393 at 4% or $36,262 at 6%; with 50% employer match about $36,262 at 4% or $24,175 at 6%; with 100% employer match about $27,196 at 4% or $18,131 at 6%. |
| 2 | - | 25 | $184,909 | $54,393 | $2,176iApproximate average salary by contribution assumption: employee only about $54,393 at 4% or $36,262 at 6%; with 50% employer match about $36,262 at 4% or $24,175 at 6%; with 100% employer match about $27,196 at 4% or $18,131 at 6%. |
| 2002 | 1 | 11 | $95,701 | $45,847 | $4,168iApproximate average salary by contribution assumption: employee only about $104,198 at 4% or $69,465 at 6%; with 50% employer match about $69,465 at 4% or $46,310 at 6%; with 100% employer match about $52,099 at 4% or $34,733 at 6%. |
| 2 | - | 11 | $95,701 | $45,847 | $4,168iApproximate average salary by contribution assumption: employee only about $104,198 at 4% or $69,465 at 6%; with 50% employer match about $69,465 at 4% or $46,310 at 6%; with 100% employer match about $52,099 at 4% or $34,733 at 6%. |
| 2001 | 1 | 9 | $68,763 | $35,793 | $3,977iApproximate average salary by contribution assumption: employee only about $99,425 at 4% or $66,283 at 6%; with 50% employer match about $66,283 at 4% or $44,189 at 6%; with 100% employer match about $49,713 at 4% or $33,142 at 6%. |
| 2 | - | 9 | $68,763 | $35,793 | $3,977iApproximate average salary by contribution assumption: employee only about $99,425 at 4% or $66,283 at 6%; with 50% employer match about $66,283 at 4% or $44,189 at 6%; with 100% employer match about $49,713 at 4% or $33,142 at 6%. |
| 2000 | 1 | 10 | $41,243 | $29,748 | $2,975iApproximate average salary by contribution assumption: employee only about $74,370 at 4% or $49,580 at 6%; with 50% employer match about $49,580 at 4% or $33,053 at 6%; with 100% employer match about $37,185 at 4% or $24,790 at 6%. |
| 2 | - | 10 | $41,243 | $29,748 | $2,975iApproximate average salary by contribution assumption: employee only about $74,370 at 4% or $49,580 at 6%; with 50% employer match about $49,580 at 4% or $33,053 at 6%; with 100% employer match about $37,185 at 4% or $24,790 at 6%. |
| 1999 | 1 | 8 | $17,687 | $16,466 | $2,058iApproximate average salary by contribution assumption: employee only about $51,456 at 4% or $34,304 at 6%; with 50% employer match about $34,304 at 4% or $22,869 at 6%; with 100% employer match about $25,728 at 4% or $17,152 at 6%. |
| 2 | - | 8 | $17,687 | $16,466 | $2,058iApproximate average salary by contribution assumption: employee only about $51,456 at 4% or $34,304 at 6%; with 50% employer match about $34,304 at 4% or $22,869 at 6%; with 100% employer match about $25,728 at 4% or $17,152 at 6%. |