Rocky Mountain Institute
Plan context: Rocky Mountain Institute Tax Sheltered Annuity Plan
EIN 74-2244146 • Boulder, CO • 41 filings • 9 plans
Current Snapshot
Latest Year
2024
2024 Participants
606
2024 Assets
$55,385,779
2024 Contributions
$10,553,980
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 | 3 | 606 | $55,385,779 | $10,553,980 | $17,416iApproximate average salary by contribution assumption: employee only about $435,395 at 4% or $290,263 at 6%; with 50% employer match about $290,263 at 4% or $193,509 at 6%; with 100% employer match about $217,698 at 4% or $145,132 at 6%. |
| Rocky Mountain Institute Tax Sheltered Annuity Plan | - | 606 | $55,385,779 | $10,553,980 | $17,416iApproximate average salary by contribution assumption: employee only about $435,395 at 4% or $290,263 at 6%; with 50% employer match about $290,263 at 4% or $193,509 at 6%; with 100% employer match about $217,698 at 4% or $145,132 at 6%. |
| Rocky Mountain Institute Health & Welfare Plan | - | 508 | - | - | - |
| Rocky Mountain Institute Eap | - | 100 | - | - | - |
| 2023 | 2 | 602 | $41,804,495 | $9,892,706 | $16,433iApproximate average salary by contribution assumption: employee only about $410,827 at 4% or $273,884 at 6%; with 50% employer match about $273,884 at 4% or $182,590 at 6%; with 100% employer match about $205,413 at 4% or $136,942 at 6%. |
| Rocky Mountain Institute Tax Sheltered Annuity Plan | - | 602 | $41,804,495 | $9,892,706 | $16,433iApproximate average salary by contribution assumption: employee only about $410,827 at 4% or $273,884 at 6%; with 50% employer match about $273,884 at 4% or $182,590 at 6%; with 100% employer match about $205,413 at 4% or $136,942 at 6%. |
| Rocky Mountain Institute Health & Welfare Plan | - | 589 | - | - | - |
| 2022 | 2 | 545 | $28,913,322 | $8,450,737 | $15,506iApproximate average salary by contribution assumption: employee only about $387,648 at 4% or $258,432 at 6%; with 50% employer match about $258,432 at 4% or $172,288 at 6%; with 100% employer match about $193,824 at 4% or $129,216 at 6%. |
| Rocky Mountain Institute Tax Sheltered Annuity Plan | - | 545 | $28,913,322 | $8,450,737 | $15,506iApproximate average salary by contribution assumption: employee only about $387,648 at 4% or $258,432 at 6%; with 50% employer match about $258,432 at 4% or $172,288 at 6%; with 100% employer match about $193,824 at 4% or $129,216 at 6%. |
| Rocky Mountain Institute Health & Welfare Plan | - | 527 | - | - | - |
| 2021 | 2 | 391 | $27,212,149 | $5,689,571 | $14,551iApproximate average salary by contribution assumption: employee only about $363,783 at 4% or $242,522 at 6%; with 50% employer match about $242,522 at 4% or $161,681 at 6%; with 100% employer match about $181,892 at 4% or $121,261 at 6%. |
| Rocky Mountain Institute Tax Sheltered Annuity Plan | - | 391 | $27,212,149 | $5,689,571 | $14,551iApproximate average salary by contribution assumption: employee only about $363,783 at 4% or $242,522 at 6%; with 50% employer match about $242,522 at 4% or $161,681 at 6%; with 100% employer match about $181,892 at 4% or $121,261 at 6%. |
| Rocky Mountain Institute Health & Welfare Plan | - | 363 | - | - | - |
| 2020 | 2 | 280 | $20,996,892 | $3,478,199 | $12,422iApproximate average salary by contribution assumption: employee only about $310,553 at 4% or $207,036 at 6%; with 50% employer match about $207,036 at 4% or $138,024 at 6%; with 100% employer match about $155,277 at 4% or $103,518 at 6%. |
| Rocky Mountain Institute Tax Sheltered Annuity Plan | - | 280 | $20,996,892 | $3,478,199 | $12,422iApproximate average salary by contribution assumption: employee only about $310,553 at 4% or $207,036 at 6%; with 50% employer match about $207,036 at 4% or $138,024 at 6%; with 100% employer match about $155,277 at 4% or $103,518 at 6%. |
| Rocky Mountain Institute Health & Welfare Plan | - | 273 | - | - | - |
| 2019 | 2 | 221 | $16,143,228 | $3,266,187 | $14,779iApproximate average salary by contribution assumption: employee only about $369,478 at 4% or $246,319 at 6%; with 50% employer match about $246,319 at 4% or $164,213 at 6%; with 100% employer match about $184,739 at 4% or $123,159 at 6%. |
| Rocky Mountain Institute Tax Sheltered Annuity Plan | - | 221 | $16,143,228 | $3,266,187 | $14,779iApproximate average salary by contribution assumption: employee only about $369,478 at 4% or $246,319 at 6%; with 50% employer match about $246,319 at 4% or $164,213 at 6%; with 100% employer match about $184,739 at 4% or $123,159 at 6%. |
| Rocky Mountain Institute Health & Welfare Plan | - | 213 | - | - | - |
| 2018 | 2 | 189 | $10,905,896 | $2,368,842 | $12,534iApproximate average salary by contribution assumption: employee only about $313,339 at 4% or $208,893 at 6%; with 50% employer match about $208,893 at 4% or $139,262 at 6%; with 100% employer match about $156,669 at 4% or $104,446 at 6%. |
| Rocky Mountain Institute Tax Sheltered Annuity Plan | - | 189 | $10,905,896 | $2,368,842 | $12,534iApproximate average salary by contribution assumption: employee only about $313,339 at 4% or $208,893 at 6%; with 50% employer match about $208,893 at 4% or $139,262 at 6%; with 100% employer match about $156,669 at 4% or $104,446 at 6%. |
| Rocky Mountain Institute Health & Welfare Plan | - | 187 | - | - | - |
| 2017 | 2 | 172 | $10,274,635 | $1,911,933 | $11,116iApproximate average salary by contribution assumption: employee only about $277,897 at 4% or $185,265 at 6%; with 50% employer match about $185,265 at 4% or $123,510 at 6%; with 100% employer match about $138,949 at 4% or $92,632 at 6%. |
| Rocky Mountain Institute Tax Sheltered Annuity Plan | - | 172 | $10,274,635 | $1,911,933 | $11,116iApproximate average salary by contribution assumption: employee only about $277,897 at 4% or $185,265 at 6%; with 50% employer match about $185,265 at 4% or $123,510 at 6%; with 100% employer match about $138,949 at 4% or $92,632 at 6%. |
| Rocky Mountain Institute Health & Welfare Plan | - | 167 | - | - | - |
| 2016 | 2 | 148 | $8,437,773 | $1,657,586 | $11,200iApproximate average salary by contribution assumption: employee only about $279,998 at 4% or $186,665 at 6%; with 50% employer match about $186,665 at 4% or $124,443 at 6%; with 100% employer match about $139,999 at 4% or $93,333 at 6%. |
| Rocky Mountain Institute Tax Sheltered Annuity Plan | - | 148 | $8,437,773 | $1,657,586 | $11,200iApproximate average salary by contribution assumption: employee only about $279,998 at 4% or $186,665 at 6%; with 50% employer match about $186,665 at 4% or $124,443 at 6%; with 100% employer match about $139,999 at 4% or $93,333 at 6%. |
| Rocky Mountain Institute Health & Welfare Plan | - | 123 | - | - | - |
| 2015 | 7 | 134 | $6,580,058 | $1,741,541 | $12,997iApproximate average salary by contribution assumption: employee only about $324,914 at 4% or $216,610 at 6%; with 50% employer match about $216,610 at 4% or $144,406 at 6%; with 100% employer match about $162,457 at 4% or $108,305 at 6%. |
| Rocky Mountain Institute Tax Sheltered Annuity Plan | - | 134 | $6,580,058 | $1,741,541 | $12,997iApproximate average salary by contribution assumption: employee only about $324,914 at 4% or $216,610 at 6%; with 50% employer match about $216,610 at 4% or $144,406 at 6%; with 100% employer match about $162,457 at 4% or $108,305 at 6%. |
| Rocky Mountain Institute Health & Welfare Plan | - | 113 | - | - | - |
| Rocky Mountain Institute Eap | - | 0 | - | - | - |
| Rocky Mountain Institute Health & Welfare Plan | - | 0 | - | - | - |
| Rocky Mountain Institute Health & Welfare Plan | - | 0 | - | - | - |
| Rocky Mountain Institute Health & Welfare Plan | - | 0 | - | - | - |
| Rocky Mountain Institute Health & Welfare Plan | - | 0 | - | - | - |
| 2014 | 1 | 119 | $5,507,764 | $887,643 | $7,459iApproximate average salary by contribution assumption: employee only about $186,480 at 4% or $124,320 at 6%; with 50% employer match about $124,320 at 4% or $82,880 at 6%; with 100% employer match about $93,240 at 4% or $62,160 at 6%. |
| Rocky Mountain Institute Tax Sheltered Annuity Plan | - | 119 | $5,507,764 | $887,643 | $7,459iApproximate average salary by contribution assumption: employee only about $186,480 at 4% or $124,320 at 6%; with 50% employer match about $124,320 at 4% or $82,880 at 6%; with 100% employer match about $93,240 at 4% or $62,160 at 6%. |
| 2013 | 1 | 103 | $4,820,149 | $758,358 | $7,363iApproximate average salary by contribution assumption: employee only about $184,067 at 4% or $122,712 at 6%; with 50% employer match about $122,712 at 4% or $81,808 at 6%; with 100% employer match about $92,034 at 4% or $61,356 at 6%. |
| Rocky Mountain Institute Tax Sheltered Annuity Plan | - | 103 | $4,820,149 | $758,358 | $7,363iApproximate average salary by contribution assumption: employee only about $184,067 at 4% or $122,712 at 6%; with 50% employer match about $122,712 at 4% or $81,808 at 6%; with 100% employer match about $92,034 at 4% or $61,356 at 6%. |
| 2012 | 1 | 83 | $3,575,446 | $876,785 | $10,564iApproximate average salary by contribution assumption: employee only about $264,092 at 4% or $176,061 at 6%; with 50% employer match about $176,061 at 4% or $117,374 at 6%; with 100% employer match about $132,046 at 4% or $88,031 at 6%. |
| Rocky Mountain Institute Tax Sheltered Annuity Plan | - | 83 | $3,575,446 | $876,785 | $10,564iApproximate average salary by contribution assumption: employee only about $264,092 at 4% or $176,061 at 6%; with 50% employer match about $176,061 at 4% or $117,374 at 6%; with 100% employer match about $132,046 at 4% or $88,031 at 6%. |
| 2011 | 1 | 92 | $3,235,128 | $250,632 | $2,724iApproximate average salary by contribution assumption: employee only about $68,107 at 4% or $45,404 at 6%; with 50% employer match about $45,404 at 4% or $30,270 at 6%; with 100% employer match about $34,053 at 4% or $22,702 at 6%. |
| Rocky Mountain Institute Tax Sheltered Annuity Plan | - | 92 | $3,235,128 | $250,632 | $2,724iApproximate average salary by contribution assumption: employee only about $68,107 at 4% or $45,404 at 6%; with 50% employer match about $45,404 at 4% or $30,270 at 6%; with 100% employer match about $34,053 at 4% or $22,702 at 6%. |
| 2010 | 1 | 102 | $3,202,619 | $870,547 | $8,535iApproximate average salary by contribution assumption: employee only about $213,369 at 4% or $142,246 at 6%; with 50% employer match about $142,246 at 4% or $94,831 at 6%; with 100% employer match about $106,685 at 4% or $71,123 at 6%. |
| Rocky Mountain Institute Tax Sheltered Annuity Plan | - | 102 | $3,202,619 | $870,547 | $8,535iApproximate average salary by contribution assumption: employee only about $213,369 at 4% or $142,246 at 6%; with 50% employer match about $142,246 at 4% or $94,831 at 6%; with 100% employer match about $106,685 at 4% or $71,123 at 6%. |
| 2009 | 1 | 83 | $2,503,885 | $299,663 | $3,610iApproximate average salary by contribution assumption: employee only about $90,260 at 4% or $60,173 at 6%; with 50% employer match about $60,173 at 4% or $40,116 at 6%; with 100% employer match about $45,130 at 4% or $30,087 at 6%. |
| Rocky Mountain Institute Tax Sheltered Annuity Plan | - | 83 | $2,503,885 | $299,663 | $3,610iApproximate average salary by contribution assumption: employee only about $90,260 at 4% or $60,173 at 6%; with 50% employer match about $60,173 at 4% or $40,116 at 6%; with 100% employer match about $45,130 at 4% or $30,087 at 6%. |
| 2008 | 1 | 0 | $0 | $0 | - |
| Rocky Mountain Institute Tax Sheltered Annuity Plan | - | 0 | - | - | - |
| 2007 | 1 | 0 | $0 | $0 | - |
| Rocky Mountain Institute Tax Sheltered Annuity Plan | - | 0 | - | - | - |
| 2006 | 1 | 0 | $0 | $0 | - |
| Rocky Mountain Institute Tax Sheltered Annuity Plan | - | 0 | - | - | - |
| 2005 | 1 | 0 | $0 | $0 | - |
| Rocky Mountain Institute Tax Sheltered Annuity Plan | - | 0 | - | - | - |
| 2004 | 1 | 0 | $0 | $0 | - |
| Rocky Mountain Institute Tax Sheltered Annuity Plan | - | 0 | - | - | - |
| 2003 | 1 | 0 | $0 | $0 | - |
| Rocky Mountain Institute Tax Sheltered Annuity Plan | - | 0 | - | - | - |
| 2002 | 1 | 0 | $0 | $0 | - |
| Rocky Mountain Institute Tax Sheltered Annuity Plan | - | 0 | - | - | - |
| 2001 | 1 | 0 | $0 | $0 | - |
| Rocky Mountain Institute Tax Sheltered Annuity Plan | - | 0 | - | - | - |
| 2000 | 1 | 0 | $0 | $0 | - |
| Rocky Mountain Institute Tax Sheltered Annuity Plan | - | 0 | - | - | - |