Tulsa Area United Way
Plan context: 403(B) Thrift Plan of Tulsa Area United Way
EIN 73-0580283 • Tulsa, OK • 29 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
49
2024 Assets
$4,305,275
2024 Contributions
$435,976
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 | 49 | $4,305,275 | $435,976 | $8,897iApproximate average salary by contribution assumption: employee only about $222,437 at 4% or $148,291 at 6%; with 50% employer match about $148,291 at 4% or $98,861 at 6%; with 100% employer match about $111,218 at 4% or $74,146 at 6%. |
| 403(B) Thrift Plan of Tulsa Area United Way | - | 49 | $4,305,275 | $435,976 | $8,897iApproximate average salary by contribution assumption: employee only about $222,437 at 4% or $148,291 at 6%; with 50% employer match about $148,291 at 4% or $98,861 at 6%; with 100% employer match about $111,218 at 4% or $74,146 at 6%. |
| 2023 | 1 | 42 | $3,828,008 | $557,344 | $13,270iApproximate average salary by contribution assumption: employee only about $331,752 at 4% or $221,168 at 6%; with 50% employer match about $221,168 at 4% or $147,446 at 6%; with 100% employer match about $165,876 at 4% or $110,584 at 6%. |
| 403(B) Thrift Plan of Tulsa Area United Way | - | 42 | $3,828,008 | $557,344 | $13,270iApproximate average salary by contribution assumption: employee only about $331,752 at 4% or $221,168 at 6%; with 50% employer match about $221,168 at 4% or $147,446 at 6%; with 100% employer match about $165,876 at 4% or $110,584 at 6%. |
| 2022 | 1 | 38 | $3,051,430 | $282,575 | $7,436iApproximate average salary by contribution assumption: employee only about $185,905 at 4% or $123,936 at 6%; with 50% employer match about $123,936 at 4% or $82,624 at 6%; with 100% employer match about $92,952 at 4% or $61,968 at 6%. |
| 403(B) Thrift Plan of Tulsa Area United Way | - | 38 | $3,051,430 | $282,575 | $7,436iApproximate average salary by contribution assumption: employee only about $185,905 at 4% or $123,936 at 6%; with 50% employer match about $123,936 at 4% or $82,624 at 6%; with 100% employer match about $92,952 at 4% or $61,968 at 6%. |
| 2021 | 1 | 43 | $3,643,199 | $335,182 | $7,795iApproximate average salary by contribution assumption: employee only about $194,873 at 4% or $129,916 at 6%; with 50% employer match about $129,916 at 4% or $86,610 at 6%; with 100% employer match about $97,437 at 4% or $64,958 at 6%. |
| 403(B) Thrift Plan of Tulsa Area United Way | - | 43 | $3,643,199 | $335,182 | $7,795iApproximate average salary by contribution assumption: employee only about $194,873 at 4% or $129,916 at 6%; with 50% employer match about $129,916 at 4% or $86,610 at 6%; with 100% employer match about $97,437 at 4% or $64,958 at 6%. |
| 2020 | 1 | 41 | $3,136,268 | $233,683 | $5,700iApproximate average salary by contribution assumption: employee only about $142,490 at 4% or $94,993 at 6%; with 50% employer match about $94,993 at 4% or $63,329 at 6%; with 100% employer match about $71,245 at 4% or $47,497 at 6%. |
| 403(B) Thrift Plan of Tulsa Area United Way | - | 41 | $3,136,268 | $233,683 | $5,700iApproximate average salary by contribution assumption: employee only about $142,490 at 4% or $94,993 at 6%; with 50% employer match about $94,993 at 4% or $63,329 at 6%; with 100% employer match about $71,245 at 4% or $47,497 at 6%. |
| 2019 | 1 | 44 | $2,658,989 | $227,834 | $5,178iApproximate average salary by contribution assumption: employee only about $129,451 at 4% or $86,301 at 6%; with 50% employer match about $86,301 at 4% or $57,534 at 6%; with 100% employer match about $64,726 at 4% or $43,150 at 6%. |
| 403(B) Thrift Plan of Tulsa Area United Way | - | 44 | $2,658,989 | $227,834 | $5,178iApproximate average salary by contribution assumption: employee only about $129,451 at 4% or $86,301 at 6%; with 50% employer match about $86,301 at 4% or $57,534 at 6%; with 100% employer match about $64,726 at 4% or $43,150 at 6%. |
| 2018 | 1 | 29 | $2,080,199 | $208,725 | $7,197iApproximate average salary by contribution assumption: employee only about $179,935 at 4% or $119,957 at 6%; with 50% employer match about $119,957 at 4% or $79,971 at 6%; with 100% employer match about $89,968 at 4% or $59,978 at 6%. |
| 403(B) Thrift Plan of Tulsa Area United Way | - | 29 | $2,080,199 | $208,725 | $7,197iApproximate average salary by contribution assumption: employee only about $179,935 at 4% or $119,957 at 6%; with 50% employer match about $119,957 at 4% or $79,971 at 6%; with 100% employer match about $89,968 at 4% or $59,978 at 6%. |
| 2017 | 1 | 29 | $2,306,093 | $245,405 | $8,462iApproximate average salary by contribution assumption: employee only about $211,556 at 4% or $141,037 at 6%; with 50% employer match about $141,037 at 4% or $94,025 at 6%; with 100% employer match about $105,778 at 4% or $70,519 at 6%. |
| 403(B) Thrift Plan of Tulsa Area United Way | - | 29 | $2,306,093 | $245,405 | $8,462iApproximate average salary by contribution assumption: employee only about $211,556 at 4% or $141,037 at 6%; with 50% employer match about $141,037 at 4% or $94,025 at 6%; with 100% employer match about $105,778 at 4% or $70,519 at 6%. |
| 2016 | 1 | 44 | $2,049,482 | $237,985 | $5,409iApproximate average salary by contribution assumption: employee only about $135,219 at 4% or $90,146 at 6%; with 50% employer match about $90,146 at 4% or $60,097 at 6%; with 100% employer match about $67,609 at 4% or $45,073 at 6%. |
| 403(B) Thrift Plan of Tulsa Area United Way | - | 44 | $2,049,482 | $237,985 | $5,409iApproximate average salary by contribution assumption: employee only about $135,219 at 4% or $90,146 at 6%; with 50% employer match about $90,146 at 4% or $60,097 at 6%; with 100% employer match about $67,609 at 4% or $45,073 at 6%. |
| 2015 | 1 | 41 | $1,670,956 | $345,875 | $8,436iApproximate average salary by contribution assumption: employee only about $210,899 at 4% or $140,600 at 6%; with 50% employer match about $140,600 at 4% or $93,733 at 6%; with 100% employer match about $105,450 at 4% or $70,300 at 6%. |
| 403(B) Thrift Plan of Tulsa Area United Way | - | 41 | $1,670,956 | $345,875 | $8,436iApproximate average salary by contribution assumption: employee only about $210,899 at 4% or $140,600 at 6%; with 50% employer match about $140,600 at 4% or $93,733 at 6%; with 100% employer match about $105,450 at 4% or $70,300 at 6%. |
| 2014 | 1 | 39 | $1,536,597 | $251,452 | $6,447iApproximate average salary by contribution assumption: employee only about $161,187 at 4% or $107,458 at 6%; with 50% employer match about $107,458 at 4% or $71,639 at 6%; with 100% employer match about $80,594 at 4% or $53,729 at 6%. |
| 403(B) Thrift Plan of Tulsa Area United Way | - | 39 | $1,536,597 | $251,452 | $6,447iApproximate average salary by contribution assumption: employee only about $161,187 at 4% or $107,458 at 6%; with 50% employer match about $107,458 at 4% or $71,639 at 6%; with 100% employer match about $80,594 at 4% or $53,729 at 6%. |
| 2013 | 1 | 33 | $1,253,062 | $203,169 | $6,157iApproximate average salary by contribution assumption: employee only about $153,916 at 4% or $102,611 at 6%; with 50% employer match about $102,611 at 4% or $68,407 at 6%; with 100% employer match about $76,958 at 4% or $51,305 at 6%. |
| 403(B) Thrift Plan of Tulsa Area United Way | - | 33 | $1,253,062 | $203,169 | $6,157iApproximate average salary by contribution assumption: employee only about $153,916 at 4% or $102,611 at 6%; with 50% employer match about $102,611 at 4% or $68,407 at 6%; with 100% employer match about $76,958 at 4% or $51,305 at 6%. |
| 2012 | 1 | 34 | $976,034 | $173,348 | $5,098iApproximate average salary by contribution assumption: employee only about $127,462 at 4% or $84,975 at 6%; with 50% employer match about $84,975 at 4% or $56,650 at 6%; with 100% employer match about $63,731 at 4% or $42,487 at 6%. |
| 403(B) Thrift Plan of Tulsa Area United Way | - | 34 | $976,034 | $173,348 | $5,098iApproximate average salary by contribution assumption: employee only about $127,462 at 4% or $84,975 at 6%; with 50% employer match about $84,975 at 4% or $56,650 at 6%; with 100% employer match about $63,731 at 4% or $42,487 at 6%. |
| 2011 | 1 | 32 | $834,400 | $241,836 | $7,557iApproximate average salary by contribution assumption: employee only about $188,934 at 4% or $125,956 at 6%; with 50% employer match about $125,956 at 4% or $83,971 at 6%; with 100% employer match about $94,467 at 4% or $62,978 at 6%. |
| 403(B) Thrift Plan of Tulsa Area United Way | - | 32 | $834,400 | $241,836 | $7,557iApproximate average salary by contribution assumption: employee only about $188,934 at 4% or $125,956 at 6%; with 50% employer match about $125,956 at 4% or $83,971 at 6%; with 100% employer match about $94,467 at 4% or $62,978 at 6%. |
| 2010 | 1 | 32 | $887,490 | $198,008 | $6,188iApproximate average salary by contribution assumption: employee only about $154,694 at 4% or $103,129 at 6%; with 50% employer match about $103,129 at 4% or $68,753 at 6%; with 100% employer match about $77,347 at 4% or $51,565 at 6%. |
| 403(B) THRIFT PLAN OF TULSA AREA UNITED WAY | - | 32 | $887,490 | $198,008 | $6,188iApproximate average salary by contribution assumption: employee only about $154,694 at 4% or $103,129 at 6%; with 50% employer match about $103,129 at 4% or $68,753 at 6%; with 100% employer match about $77,347 at 4% or $51,565 at 6%. |
| 2009 | 4 | 28 | $1,229,960 | $851,028 | $30,394iApproximate average salary by contribution assumption: employee only about $759,846 at 4% or $506,564 at 6%; with 50% employer match about $506,564 at 4% or $337,710 at 6%; with 100% employer match about $379,923 at 4% or $253,282 at 6%. |
| 403(B) Thrift Plan of Tulsa Area United Way | - | 28 | $614,980 | $425,514 | $15,197iApproximate average salary by contribution assumption: employee only about $379,923 at 4% or $253,282 at 6%; with 50% employer match about $253,282 at 4% or $168,855 at 6%; with 100% employer match about $189,962 at 4% or $126,641 at 6%. |
| 403(B) THRIFT PLAN OF TULSA AREA UNITED WAY | - | 28 | $614,980 | $425,514 | $15,197iApproximate average salary by contribution assumption: employee only about $379,923 at 4% or $253,282 at 6%; with 50% employer match about $253,282 at 4% or $168,855 at 6%; with 100% employer match about $189,962 at 4% or $126,641 at 6%. |
| 403(B) Thrift Plan of Tulsa Area United Way | - | 0 | - | - | - |
| 403(B) Thrift Plan of Tulsa Area United Way | - | 0 | - | - | - |
| 2008 | 1 | 0 | $0 | $0 | - |
| 403(B) Thrift Plan of Tulsa Area United Way | - | 0 | - | - | - |
| 2007 | 1 | 24 | $0 | $0 | - |
| 403(B) Thrift Plan of Tulsa Area United Way | - | 24 | - | - | - |
| 2006 | 1 | 27 | $3,304,706 | $222,405 | $8,237iApproximate average salary by contribution assumption: employee only about $205,931 at 4% or $137,287 at 6%; with 50% employer match about $137,287 at 4% or $91,525 at 6%; with 100% employer match about $102,965 at 4% or $68,644 at 6%. |
| 403(B) Thrift Plan of Tulsa Area United Way | - | 27 | $3,304,706 | $222,405 | $8,237iApproximate average salary by contribution assumption: employee only about $205,931 at 4% or $137,287 at 6%; with 50% employer match about $137,287 at 4% or $91,525 at 6%; with 100% employer match about $102,965 at 4% or $68,644 at 6%. |
| 2005 | 1 | 25 | $2,858,998 | $209,618 | $8,385iApproximate average salary by contribution assumption: employee only about $209,618 at 4% or $139,745 at 6%; with 50% employer match about $139,745 at 4% or $93,164 at 6%; with 100% employer match about $104,809 at 4% or $69,873 at 6%. |
| 403(B) Thrift Plan of Tulsa Area United Way | - | 25 | $2,858,998 | $209,618 | $8,385iApproximate average salary by contribution assumption: employee only about $209,618 at 4% or $139,745 at 6%; with 50% employer match about $139,745 at 4% or $93,164 at 6%; with 100% employer match about $104,809 at 4% or $69,873 at 6%. |
| 2004 | 1 | 24 | $2,555,277 | $389,804 | $16,242iApproximate average salary by contribution assumption: employee only about $406,046 at 4% or $270,697 at 6%; with 50% employer match about $270,697 at 4% or $180,465 at 6%; with 100% employer match about $203,023 at 4% or $135,349 at 6%. |
| 403(B) Thrift Plan of Tulsa Area United Way | - | 24 | $2,555,277 | $389,804 | $16,242iApproximate average salary by contribution assumption: employee only about $406,046 at 4% or $270,697 at 6%; with 50% employer match about $270,697 at 4% or $180,465 at 6%; with 100% employer match about $203,023 at 4% or $135,349 at 6%. |
| 2003 | 1 | 25 | $0 | $0 | - |
| 403(B) Thrift Plan of Tulsa Area United Way | - | 25 | - | - | - |
| 2002 | 1 | 21 | $1,635,669 | $191,073 | $9,099iApproximate average salary by contribution assumption: employee only about $227,468 at 4% or $151,645 at 6%; with 50% employer match about $151,645 at 4% or $101,097 at 6%; with 100% employer match about $113,734 at 4% or $75,823 at 6%. |
| 403(B) Thrift Plan of Tulsa Area United Way | - | 21 | $1,635,669 | $191,073 | $9,099iApproximate average salary by contribution assumption: employee only about $227,468 at 4% or $151,645 at 6%; with 50% employer match about $151,645 at 4% or $101,097 at 6%; with 100% employer match about $113,734 at 4% or $75,823 at 6%. |
| 2001 | 1 | 22 | $0 | $0 | - |
| 403(B) Thrift Plan of Tulsa Area United Way | - | 22 | - | - | - |
| 2000 | 1 | 21 | $0 | $0 | - |
| 403(B) Thrift Plan of Tulsa Area United Way | - | 21 | - | - | - |
| 1999 | 1 | 22 | $0 | $0 | - |
| 403(B) Thrift Plan of Tulsa Area United Way | - | 22 | - | - | - |