The Claridge Association
Plan context: The Claridge 401(K) Profit Sharing Plan
EIN 75-1988848 • Dallas, TX • 25 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
13
2024 Assets
$601,862
2024 Contributions
$33,665
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 | 13 | $601,862 | $33,665 | $2,590iApproximate average salary by contribution assumption: employee only about $64,740 at 4% or $43,160 at 6%; with 50% employer match about $43,160 at 4% or $28,774 at 6%; with 100% employer match about $32,370 at 4% or $21,580 at 6%. |
| The Claridge 401(K) Profit Sharing Plan | - | 13 | $601,862 | $33,665 | $2,590iApproximate average salary by contribution assumption: employee only about $64,740 at 4% or $43,160 at 6%; with 50% employer match about $43,160 at 4% or $28,774 at 6%; with 100% employer match about $32,370 at 4% or $21,580 at 6%. |
| 2023 | 1 | 14 | $548,142 | $46,609 | $3,329iApproximate average salary by contribution assumption: employee only about $83,230 at 4% or $55,487 at 6%; with 50% employer match about $55,487 at 4% or $36,991 at 6%; with 100% employer match about $41,615 at 4% or $27,743 at 6%. |
| The Claridge 401(K) Profit Sharing Plan | - | 14 | $548,142 | $46,609 | $3,329iApproximate average salary by contribution assumption: employee only about $83,230 at 4% or $55,487 at 6%; with 50% employer match about $55,487 at 4% or $36,991 at 6%; with 100% employer match about $41,615 at 4% or $27,743 at 6%. |
| 2022 | 1 | 13 | $472,118 | $44,560 | $3,428iApproximate average salary by contribution assumption: employee only about $85,692 at 4% or $57,128 at 6%; with 50% employer match about $57,128 at 4% or $38,085 at 6%; with 100% employer match about $42,846 at 4% or $28,564 at 6%. |
| The Claridge 401(K) Profit Sharing Plan | - | 13 | $472,118 | $44,560 | $3,428iApproximate average salary by contribution assumption: employee only about $85,692 at 4% or $57,128 at 6%; with 50% employer match about $57,128 at 4% or $38,085 at 6%; with 100% employer match about $42,846 at 4% or $28,564 at 6%. |
| 2021 | 1 | 12 | $612,490 | $36,958 | $3,080iApproximate average salary by contribution assumption: employee only about $76,996 at 4% or $51,331 at 6%; with 50% employer match about $51,331 at 4% or $34,220 at 6%; with 100% employer match about $38,498 at 4% or $25,665 at 6%. |
| The Claridge 401(K) Profit Sharing Plan | - | 12 | $612,490 | $36,958 | $3,080iApproximate average salary by contribution assumption: employee only about $76,996 at 4% or $51,331 at 6%; with 50% employer match about $51,331 at 4% or $34,220 at 6%; with 100% employer match about $38,498 at 4% or $25,665 at 6%. |
| 2020 | 1 | 12 | $521,059 | $29,786 | $2,482iApproximate average salary by contribution assumption: employee only about $62,054 at 4% or $41,369 at 6%; with 50% employer match about $41,369 at 4% or $27,580 at 6%; with 100% employer match about $31,027 at 4% or $20,685 at 6%. |
| The Claridge 401(K) Profit Sharing Plan | - | 12 | $521,059 | $29,786 | $2,482iApproximate average salary by contribution assumption: employee only about $62,054 at 4% or $41,369 at 6%; with 50% employer match about $41,369 at 4% or $27,580 at 6%; with 100% employer match about $31,027 at 4% or $20,685 at 6%. |
| 2019 | 1 | 0 | $421,712 | $28,375 | - |
| The Claridge 401(K) Profit Sharing Plan | - | - | $421,712 | $28,375 | - |
| 2018 | 1 | 12 | $330,235 | $17,192 | $1,433iApproximate average salary by contribution assumption: employee only about $35,817 at 4% or $23,878 at 6%; with 50% employer match about $23,878 at 4% or $15,919 at 6%; with 100% employer match about $17,908 at 4% or $11,939 at 6%. |
| The Claridge 401(K) Profit Sharing Plan | - | 12 | $330,235 | $17,192 | $1,433iApproximate average salary by contribution assumption: employee only about $35,817 at 4% or $23,878 at 6%; with 50% employer match about $23,878 at 4% or $15,919 at 6%; with 100% employer match about $17,908 at 4% or $11,939 at 6%. |
| 2017 | 1 | 12 | $339,110 | $11,321 | $943iApproximate average salary by contribution assumption: employee only about $23,585 at 4% or $15,724 at 6%; with 50% employer match about $15,724 at 4% or $10,482 at 6%; with 100% employer match about $11,793 at 4% or $7,862 at 6%. |
| The Claridge 401(K) Profit Sharing Plan | - | 12 | $339,110 | $11,321 | $943iApproximate average salary by contribution assumption: employee only about $23,585 at 4% or $15,724 at 6%; with 50% employer match about $15,724 at 4% or $10,482 at 6%; with 100% employer match about $11,793 at 4% or $7,862 at 6%. |
| 2016 | 1 | 11 | $291,316 | $14,739 | $1,340iApproximate average salary by contribution assumption: employee only about $33,498 at 4% or $22,332 at 6%; with 50% employer match about $22,332 at 4% or $14,888 at 6%; with 100% employer match about $16,749 at 4% or $11,166 at 6%. |
| The Claridge 401(K) Profit Sharing Plan | - | 11 | $291,316 | $14,739 | $1,340iApproximate average salary by contribution assumption: employee only about $33,498 at 4% or $22,332 at 6%; with 50% employer match about $22,332 at 4% or $14,888 at 6%; with 100% employer match about $16,749 at 4% or $11,166 at 6%. |
| 2015 | 1 | 12 | $259,815 | $6,945 | $579iApproximate average salary by contribution assumption: employee only about $14,469 at 4% or $9,646 at 6%; with 50% employer match about $9,646 at 4% or $6,431 at 6%; with 100% employer match about $7,234 at 4% or $4,823 at 6%. |
| The Claridge 401(K) Profit Sharing Plan | - | 12 | $259,815 | $6,945 | $579iApproximate average salary by contribution assumption: employee only about $14,469 at 4% or $9,646 at 6%; with 50% employer match about $9,646 at 4% or $6,431 at 6%; with 100% employer match about $7,234 at 4% or $4,823 at 6%. |
| 2014 | 1 | 12 | $285,850 | $9,788 | $816iApproximate average salary by contribution assumption: employee only about $20,392 at 4% or $13,594 at 6%; with 50% employer match about $13,594 at 4% or $9,063 at 6%; with 100% employer match about $10,196 at 4% or $6,797 at 6%. |
| The Claridge 401(K) Profit Sharing Plan | - | 12 | $285,850 | $9,788 | $816iApproximate average salary by contribution assumption: employee only about $20,392 at 4% or $13,594 at 6%; with 50% employer match about $13,594 at 4% or $9,063 at 6%; with 100% employer match about $10,196 at 4% or $6,797 at 6%. |
| 2013 | 1 | 13 | $304,011 | $9,626 | $740iApproximate average salary by contribution assumption: employee only about $18,512 at 4% or $12,341 at 6%; with 50% employer match about $12,341 at 4% or $8,227 at 6%; with 100% employer match about $9,256 at 4% or $6,171 at 6%. |
| The Claridge 401(K) Profit Sharing Plan | - | 13 | $304,011 | $9,626 | $740iApproximate average salary by contribution assumption: employee only about $18,512 at 4% or $12,341 at 6%; with 50% employer match about $12,341 at 4% or $8,227 at 6%; with 100% employer match about $9,256 at 4% or $6,171 at 6%. |
| 2012 | 1 | 13 | $256,052 | $8,406 | $647iApproximate average salary by contribution assumption: employee only about $16,165 at 4% or $10,777 at 6%; with 50% employer match about $10,777 at 4% or $7,185 at 6%; with 100% employer match about $8,083 at 4% or $5,388 at 6%. |
| The Claridge 401(K) Profit Sharing Plan | - | 13 | $256,052 | $8,406 | $647iApproximate average salary by contribution assumption: employee only about $16,165 at 4% or $10,777 at 6%; with 50% employer match about $10,777 at 4% or $7,185 at 6%; with 100% employer match about $8,083 at 4% or $5,388 at 6%. |
| 2011 | 1 | 15 | $236,963 | $15,818 | $1,055iApproximate average salary by contribution assumption: employee only about $26,363 at 4% or $17,576 at 6%; with 50% employer match about $17,576 at 4% or $11,717 at 6%; with 100% employer match about $13,182 at 4% or $8,788 at 6%. |
| The Claridge 401(K) Profit Sharing Plan | - | 15 | $236,963 | $15,818 | $1,055iApproximate average salary by contribution assumption: employee only about $26,363 at 4% or $17,576 at 6%; with 50% employer match about $17,576 at 4% or $11,717 at 6%; with 100% employer match about $13,182 at 4% or $8,788 at 6%. |
| 2010 | 1 | 15 | $240,461 | $10,406 | $694iApproximate average salary by contribution assumption: employee only about $17,343 at 4% or $11,562 at 6%; with 50% employer match about $11,562 at 4% or $7,708 at 6%; with 100% employer match about $8,672 at 4% or $5,781 at 6%. |
| The Claridge 401(K) Profit Sharing Plan | - | 15 | $240,461 | $10,406 | $694iApproximate average salary by contribution assumption: employee only about $17,343 at 4% or $11,562 at 6%; with 50% employer match about $11,562 at 4% or $7,708 at 6%; with 100% employer match about $8,672 at 4% or $5,781 at 6%. |
| 2009 | 1 | 15 | $278,480 | $12,899 | $860iApproximate average salary by contribution assumption: employee only about $21,498 at 4% or $14,332 at 6%; with 50% employer match about $14,332 at 4% or $9,555 at 6%; with 100% employer match about $10,749 at 4% or $7,166 at 6%. |
| The Claridge 401(K) Profit Sharing Plan | - | 15 | $278,480 | $12,899 | $860iApproximate average salary by contribution assumption: employee only about $21,498 at 4% or $14,332 at 6%; with 50% employer match about $14,332 at 4% or $9,555 at 6%; with 100% employer match about $10,749 at 4% or $7,166 at 6%. |
| 2008 | 1 | 33 | $220,793 | $17,036 | $516iApproximate average salary by contribution assumption: employee only about $12,906 at 4% or $8,604 at 6%; with 50% employer match about $8,604 at 4% or $5,736 at 6%; with 100% employer match about $6,453 at 4% or $4,302 at 6%. |
| The Claridge 401(K) Profit Sharing Plan | - | 33 | $220,793 | $17,036 | $516iApproximate average salary by contribution assumption: employee only about $12,906 at 4% or $8,604 at 6%; with 50% employer match about $8,604 at 4% or $5,736 at 6%; with 100% employer match about $6,453 at 4% or $4,302 at 6%. |
| 2007 | 1 | 30 | $0 | $0 | - |
| The Claridge 401(K) Profit Sharing Plan | - | 30 | - | - | - |
| 2005 | 1 | 31 | $340,707 | $36,800 | $1,187iApproximate average salary by contribution assumption: employee only about $29,677 at 4% or $19,785 at 6%; with 50% employer match about $19,785 at 4% or $13,190 at 6%; with 100% employer match about $14,839 at 4% or $9,892 at 6%. |
| The Claridge 401(K) Profit Sharing Plan | - | 31 | $340,707 | $36,800 | $1,187iApproximate average salary by contribution assumption: employee only about $29,677 at 4% or $19,785 at 6%; with 50% employer match about $19,785 at 4% or $13,190 at 6%; with 100% employer match about $14,839 at 4% or $9,892 at 6%. |
| 2004 | 1 | 30 | $289,067 | $52,558 | $1,752iApproximate average salary by contribution assumption: employee only about $43,798 at 4% or $29,199 at 6%; with 50% employer match about $29,199 at 4% or $19,466 at 6%; with 100% employer match about $21,899 at 4% or $14,599 at 6%. |
| The Claridge 401(K) Profit Sharing Plan | - | 30 | $289,067 | $52,558 | $1,752iApproximate average salary by contribution assumption: employee only about $43,798 at 4% or $29,199 at 6%; with 50% employer match about $29,199 at 4% or $19,466 at 6%; with 100% employer match about $21,899 at 4% or $14,599 at 6%. |
| 2003 | 1 | 23 | $243,576 | $27,305 | $1,187iApproximate average salary by contribution assumption: employee only about $29,679 at 4% or $19,786 at 6%; with 50% employer match about $19,786 at 4% or $13,191 at 6%; with 100% employer match about $14,840 at 4% or $9,893 at 6%. |
| The Claridge 401(K) Profit Sharing Plan | - | 23 | $243,576 | $27,305 | $1,187iApproximate average salary by contribution assumption: employee only about $29,679 at 4% or $19,786 at 6%; with 50% employer match about $19,786 at 4% or $13,191 at 6%; with 100% employer match about $14,840 at 4% or $9,893 at 6%. |
| 2002 | 1 | 16 | $168,667 | $51,157 | $3,197iApproximate average salary by contribution assumption: employee only about $79,933 at 4% or $53,289 at 6%; with 50% employer match about $53,289 at 4% or $35,526 at 6%; with 100% employer match about $39,966 at 4% or $26,644 at 6%. |
| The Claridge 401(K) Profit Sharing Plan | - | 16 | $168,667 | $51,157 | $3,197iApproximate average salary by contribution assumption: employee only about $79,933 at 4% or $53,289 at 6%; with 50% employer match about $53,289 at 4% or $35,526 at 6%; with 100% employer match about $39,966 at 4% or $26,644 at 6%. |
| 2001 | 1 | 17 | $144,836 | $154,200 | $9,071iApproximate average salary by contribution assumption: employee only about $226,765 at 4% or $151,176 at 6%; with 50% employer match about $151,176 at 4% or $100,784 at 6%; with 100% employer match about $113,382 at 4% or $75,588 at 6%. |
| The Claridge 401(K) Profit Sharing Plan | - | 17 | $144,836 | $154,200 | $9,071iApproximate average salary by contribution assumption: employee only about $226,765 at 4% or $151,176 at 6%; with 50% employer match about $151,176 at 4% or $100,784 at 6%; with 100% employer match about $113,382 at 4% or $75,588 at 6%. |
| 2000 | 1 | 21 | $0 | $0 | - |
| The Claridge 401(K) Profit Sharing Plan | - | 21 | - | - | - |
| 1999 | 1 | 23 | $141,363 | $30,518 | $1,327iApproximate average salary by contribution assumption: employee only about $33,172 at 4% or $22,114 at 6%; with 50% employer match about $22,114 at 4% or $14,743 at 6%; with 100% employer match about $16,586 at 4% or $11,057 at 6%. |
| The Claridge 401(K) Profit Sharing Plan | - | 23 | $141,363 | $30,518 | $1,327iApproximate average salary by contribution assumption: employee only about $33,172 at 4% or $22,114 at 6%; with 50% employer match about $22,114 at 4% or $14,743 at 6%; with 100% employer match about $16,586 at 4% or $11,057 at 6%. |