Current Snapshot
Latest Year
2025
2025 Participants
1
2025 Assets
$3,099
2025 Contributions
$848,985
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 0 | $0 | $0 | - |
| Caltech 401(K) Plan | - | 0 | $0 | - | - |
| 2024 | 1 | 1 | $3,099 | $0 | - |
| Caltech 401(K) Plan | - | 1 | $3,099 | - | - |
| 2023 | 1 | 1 | $3,817 | $0 | - |
| Caltech 401(K) Plan | - | 1 | $3,817 | - | - |
| 2022 | 2 | 91 | $3,619,321 | $848,985 | $9,330iApproximate average salary by contribution assumption: employee only about $233,238 at 4% or $155,492 at 6%; with 50% employer match about $155,492 at 4% or $103,661 at 6%; with 100% employer match about $116,619 at 4% or $77,746 at 6%. |
| Caltech 401(K) Plan | - | 91 | $3,619,321 | $848,985 | $9,330iApproximate average salary by contribution assumption: employee only about $233,238 at 4% or $155,492 at 6%; with 50% employer match about $155,492 at 4% or $103,661 at 6%; with 100% employer match about $116,619 at 4% or $77,746 at 6%. |
| CALTECH SOFTWARE SYSTEMS, INC. HEALTH AND WELFARE BENEFITS PLAN | - | 0 | - | - | - |
| 2021 | 2 | 163 | $3,757,012 | $795,514 | $4,880iApproximate average salary by contribution assumption: employee only about $122,011 at 4% or $81,341 at 6%; with 50% employer match about $81,341 at 4% or $54,227 at 6%; with 100% employer match about $61,006 at 4% or $40,670 at 6%. |
| Caltech 401(K) Plan | - | 86 | $3,757,012 | $795,514 | $9,250iApproximate average salary by contribution assumption: employee only about $231,254 at 4% or $154,169 at 6%; with 50% employer match about $154,169 at 4% or $102,780 at 6%; with 100% employer match about $115,627 at 4% or $77,085 at 6%. |
| CALTECH SOFTWARE SYSTEMS, INC. HEALTH AND WELFARE BENEFITS PLAN | - | 163 | - | - | - |
| 2020 | 2 | 233 | $2,560,243 | $671,820 | $2,883iApproximate average salary by contribution assumption: employee only about $72,084 at 4% or $48,056 at 6%; with 50% employer match about $48,056 at 4% or $32,037 at 6%; with 100% employer match about $36,042 at 4% or $24,028 at 6%. |
| Caltech 401(K) Plan | - | 74 | $2,560,243 | $671,820 | $9,079iApproximate average salary by contribution assumption: employee only about $226,966 at 4% or $151,311 at 6%; with 50% employer match about $151,311 at 4% or $100,874 at 6%; with 100% employer match about $113,483 at 4% or $75,655 at 6%. |
| CALTECH SOFTWARE SYSTEMS, INC. HEALTH AND WELFARE BENEFITS PLAN | - | 233 | - | - | - |
| 2019 | 1 | 68 | $1,485,746 | $637,778 | $9,379iApproximate average salary by contribution assumption: employee only about $234,477 at 4% or $156,318 at 6%; with 50% employer match about $156,318 at 4% or $104,212 at 6%; with 100% employer match about $117,239 at 4% or $78,159 at 6%. |
| Caltech 401(K) Plan | - | 68 | $1,485,746 | $637,778 | $9,379iApproximate average salary by contribution assumption: employee only about $234,477 at 4% or $156,318 at 6%; with 50% employer match about $156,318 at 4% or $104,212 at 6%; with 100% employer match about $117,239 at 4% or $78,159 at 6%. |
| 2018 | 1 | 62 | $638,735 | $723,056 | $11,662iApproximate average salary by contribution assumption: employee only about $291,555 at 4% or $194,370 at 6%; with 50% employer match about $194,370 at 4% or $129,580 at 6%; with 100% employer match about $145,777 at 4% or $97,185 at 6%. |
| Caltech 401(K) Plan | - | 62 | $638,735 | $723,056 | $11,662iApproximate average salary by contribution assumption: employee only about $291,555 at 4% or $194,370 at 6%; with 50% employer match about $194,370 at 4% or $129,580 at 6%; with 100% employer match about $145,777 at 4% or $97,185 at 6%. |