Civic Intelligence

The Robert a. Welch Foundation

Plan context: Thrift Plan of the Robert a. Welch Foundation

EIN 76-0343128 • Houston, TX • 45 filings • 2 plans

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P.O. Box 27944Houston, TX 77227
Current Snapshot

Latest Year

2024

2024 Participants

13

2024 Assets

$3,491,583

2024 Contributions

$358,433

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$9,597,600$4,798,800$0199920122024YearValue
$3,491,583Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1580199920122024YearValue
13Latest year 2024

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024113$3,491,583$358,433$27,572iApproximate average salary by contribution assumption: employee only about $689,294 at 4% or $459,529 at 6%; with 50% employer match about $459,529 at 4% or $306,353 at 6%; with 100% employer match about $344,647 at 4% or $229,765 at 6%.
Thrift Plan of the Robert a. Welch Foundation-13$3,491,583$358,433$27,572iApproximate average salary by contribution assumption: employee only about $689,294 at 4% or $459,529 at 6%; with 50% employer match about $459,529 at 4% or $306,353 at 6%; with 100% employer match about $344,647 at 4% or $229,765 at 6%.
2023113$4,714,718$367,656$28,281iApproximate average salary by contribution assumption: employee only about $707,031 at 4% or $471,354 at 6%; with 50% employer match about $471,354 at 4% or $314,236 at 6%; with 100% employer match about $353,515 at 4% or $235,677 at 6%.
Thrift Plan of the Robert a. Welch Foundation-13$4,714,718$367,656$28,281iApproximate average salary by contribution assumption: employee only about $707,031 at 4% or $471,354 at 6%; with 50% employer match about $471,354 at 4% or $314,236 at 6%; with 100% employer match about $353,515 at 4% or $235,677 at 6%.
2022110$3,661,024$302,881$30,288iApproximate average salary by contribution assumption: employee only about $757,203 at 4% or $504,802 at 6%; with 50% employer match about $504,802 at 4% or $336,534 at 6%; with 100% employer match about $378,601 at 4% or $252,401 at 6%.
Thrift Plan of the Robert a. Welch Foundation-10$3,661,024$302,881$30,288iApproximate average salary by contribution assumption: employee only about $757,203 at 4% or $504,802 at 6%; with 50% employer match about $504,802 at 4% or $336,534 at 6%; with 100% employer match about $378,601 at 4% or $252,401 at 6%.
2021110$4,156,422$281,951$28,195iApproximate average salary by contribution assumption: employee only about $704,878 at 4% or $469,918 at 6%; with 50% employer match about $469,918 at 4% or $313,279 at 6%; with 100% employer match about $352,439 at 4% or $234,959 at 6%.
Thrift Plan of the Robert a. Welch Foundation-10$4,156,422$281,951$28,195iApproximate average salary by contribution assumption: employee only about $704,878 at 4% or $469,918 at 6%; with 50% employer match about $469,918 at 4% or $313,279 at 6%; with 100% employer match about $352,439 at 4% or $234,959 at 6%.
2020110$3,693,567$256,597$25,660iApproximate average salary by contribution assumption: employee only about $641,493 at 4% or $427,662 at 6%; with 50% employer match about $427,662 at 4% or $285,108 at 6%; with 100% employer match about $320,746 at 4% or $213,831 at 6%.
Thrift Plan of the Robert a. Welch Foundation-10$3,693,567$256,597$25,660iApproximate average salary by contribution assumption: employee only about $641,493 at 4% or $427,662 at 6%; with 50% employer match about $427,662 at 4% or $285,108 at 6%; with 100% employer match about $320,746 at 4% or $213,831 at 6%.
2019110$5,071,620$272,784$27,278iApproximate average salary by contribution assumption: employee only about $681,960 at 4% or $454,640 at 6%; with 50% employer match about $454,640 at 4% or $303,093 at 6%; with 100% employer match about $340,980 at 4% or $227,320 at 6%.
Thrift Plan of the Robert a. Welch Foundation-10$5,071,620$272,784$27,278iApproximate average salary by contribution assumption: employee only about $681,960 at 4% or $454,640 at 6%; with 50% employer match about $454,640 at 4% or $303,093 at 6%; with 100% employer match about $340,980 at 4% or $227,320 at 6%.
201819$3,911,323$244,630$27,181iApproximate average salary by contribution assumption: employee only about $679,528 at 4% or $453,019 at 6%; with 50% employer match about $453,019 at 4% or $302,012 at 6%; with 100% employer match about $339,764 at 4% or $226,509 at 6%.
Thrift Plan of the Robert a. Welch Foundation-9$3,911,323$244,630$27,181iApproximate average salary by contribution assumption: employee only about $679,528 at 4% or $453,019 at 6%; with 50% employer match about $453,019 at 4% or $302,012 at 6%; with 100% employer match about $339,764 at 4% or $226,509 at 6%.
201729$4,499,429$624,133$69,348iApproximate average salary by contribution assumption: employee only about $1,733,703 at 4% or $1,155,802 at 6%; with 50% employer match about $1,155,802 at 4% or $770,535 at 6%; with 100% employer match about $866,851 at 4% or $577,901 at 6%.
Thrift Plan of the Robert a. Welch Foundation-9$4,499,429$249,012$27,668iApproximate average salary by contribution assumption: employee only about $691,700 at 4% or $461,133 at 6%; with 50% employer match about $461,133 at 4% or $307,422 at 6%; with 100% employer match about $345,850 at 4% or $230,567 at 6%.
The Robert a. Welch Foundation Defined Benefit Retirement Plan-0$0$375,121-
2016215$9,597,600$232,476$15,498iApproximate average salary by contribution assumption: employee only about $387,460 at 4% or $258,307 at 6%; with 50% employer match about $258,307 at 4% or $172,204 at 6%; with 100% employer match about $193,730 at 4% or $129,153 at 6%.
The Robert a. Welch Foundation Defined Benefit Retirement Plan-15$6,074,274$0-
Thrift Plan of the Robert a. Welch Foundation-9$3,523,326$232,476$25,831iApproximate average salary by contribution assumption: employee only about $645,767 at 4% or $430,511 at 6%; with 50% employer match about $430,511 at 4% or $287,007 at 6%; with 100% employer match about $322,883 at 4% or $215,256 at 6%.
2015215$9,121,009$158,670$10,578iApproximate average salary by contribution assumption: employee only about $264,450 at 4% or $176,300 at 6%; with 50% employer match about $176,300 at 4% or $117,533 at 6%; with 100% employer match about $132,225 at 4% or $88,150 at 6%.
The Robert a. Welch Foundation Defined Benefit Retirement Plan-15$6,072,615--
Thrift Plan of the Robert a. Welch Foundation-9$3,048,394$158,670$17,630iApproximate average salary by contribution assumption: employee only about $440,750 at 4% or $293,833 at 6%; with 50% employer match about $293,833 at 4% or $195,889 at 6%; with 100% employer match about $220,375 at 4% or $146,917 at 6%.
2014215$8,958,582$106,093$7,073iApproximate average salary by contribution assumption: employee only about $176,822 at 4% or $117,881 at 6%; with 50% employer match about $117,881 at 4% or $78,587 at 6%; with 100% employer match about $88,411 at 4% or $58,941 at 6%.
The Robert a. Welch Foundation Defined Benefit Retirement Plan-15$6,038,421--
Thrift Plan of the Robert a. Welch Foundation-8$2,920,161$106,093$13,262iApproximate average salary by contribution assumption: employee only about $331,541 at 4% or $221,027 at 6%; with 50% employer match about $221,027 at 4% or $147,351 at 6%; with 100% employer match about $165,770 at 4% or $110,514 at 6%.
2013215$8,434,313$103,408$6,894iApproximate average salary by contribution assumption: employee only about $172,347 at 4% or $114,898 at 6%; with 50% employer match about $114,898 at 4% or $76,599 at 6%; with 100% employer match about $86,173 at 4% or $57,449 at 6%.
The Robert a. Welch Foundation Defined Benefit Retirement Plan-15$5,768,579--
Thrift Plan of the Robert a. Welch Foundation-8$2,665,734$103,408$12,926iApproximate average salary by contribution assumption: employee only about $323,150 at 4% or $215,433 at 6%; with 50% employer match about $215,433 at 4% or $143,622 at 6%; with 100% employer match about $161,575 at 4% or $107,717 at 6%.
2012214$7,194,312$97,015$6,930iApproximate average salary by contribution assumption: employee only about $173,241 at 4% or $115,494 at 6%; with 50% employer match about $115,494 at 4% or $76,996 at 6%; with 100% employer match about $86,621 at 4% or $57,747 at 6%.
The Robert a. Welch Foundation Defined Benefit Retirement Plan-14$5,081,297--
Thrift Plan of the Robert a. Welch Foundation-8$2,113,015$97,015$12,127iApproximate average salary by contribution assumption: employee only about $303,172 at 4% or $202,115 at 6%; with 50% employer match about $202,115 at 4% or $134,743 at 6%; with 100% employer match about $151,586 at 4% or $101,057 at 6%.
2011215$6,196,520$93,795$6,253iApproximate average salary by contribution assumption: employee only about $156,325 at 4% or $104,217 at 6%; with 50% employer match about $104,217 at 4% or $69,478 at 6%; with 100% employer match about $78,163 at 4% or $52,108 at 6%.
The Robert a. Welch Foundation Defined Benefit Retirement Plan-15$4,466,327--
Thrift Plan of the Robert a. Welch Foundation-8$1,730,193$93,795$11,724iApproximate average salary by contribution assumption: employee only about $293,109 at 4% or $195,406 at 6%; with 50% employer match about $195,406 at 4% or $130,271 at 6%; with 100% employer match about $146,555 at 4% or $97,703 at 6%.
2010215$6,223,554$89,885$5,992iApproximate average salary by contribution assumption: employee only about $149,808 at 4% or $99,872 at 6%; with 50% employer match about $99,872 at 4% or $66,581 at 6%; with 100% employer match about $74,904 at 4% or $49,936 at 6%.
The Robert a. Welch Foundation Defined Benefit Retirement Plan-15$4,518,374--
Thrift Plan of the Robert a. Welch Foundation-8$1,705,180$89,885$11,236iApproximate average salary by contribution assumption: employee only about $280,891 at 4% or $187,260 at 6%; with 50% employer match about $187,260 at 4% or $124,840 at 6%; with 100% employer match about $140,445 at 4% or $93,630 at 6%.
2009215$5,412,548$85,782$5,719iApproximate average salary by contribution assumption: employee only about $142,970 at 4% or $95,313 at 6%; with 50% employer match about $95,313 at 4% or $63,542 at 6%; with 100% employer match about $71,485 at 4% or $47,657 at 6%.
The Robert a. Welch Foundation Defined Benefit Retirement Plan-15$4,009,835--
Thrift Plan of the Robert a. Welch Foundation-8$1,402,713$85,782$10,723iApproximate average salary by contribution assumption: employee only about $268,069 at 4% or $178,713 at 6%; with 50% employer match about $178,713 at 4% or $119,142 at 6%; with 100% employer match about $134,034 at 4% or $89,356 at 6%.
200828$4,170,841$82,552$10,319iApproximate average salary by contribution assumption: employee only about $257,975 at 4% or $171,983 at 6%; with 50% employer match about $171,983 at 4% or $114,656 at 6%; with 100% employer match about $128,988 at 4% or $85,992 at 6%.
The Robert a. Welch Foundation Defined Benefit Retirement Plan-8$3,171,228--
Thrift Plan of the Robert a. Welch Foundation-8$999,613$82,552$10,319iApproximate average salary by contribution assumption: employee only about $257,975 at 4% or $171,983 at 6%; with 50% employer match about $171,983 at 4% or $114,656 at 6%; with 100% employer match about $128,988 at 4% or $85,992 at 6%.
200728$1,395,689$80,289$10,036iApproximate average salary by contribution assumption: employee only about $250,903 at 4% or $167,269 at 6%; with 50% employer match about $167,269 at 4% or $111,513 at 6%; with 100% employer match about $125,452 at 4% or $83,634 at 6%.
Thrift Plan of the Robert a. Welch Foundation-8$1,395,689$80,289$10,036iApproximate average salary by contribution assumption: employee only about $250,903 at 4% or $167,269 at 6%; with 50% employer match about $167,269 at 4% or $111,513 at 6%; with 100% employer match about $125,452 at 4% or $83,634 at 6%.
The Robert a. Welch Foundation Defined Benefit Retirement Plan-8---
200628$5,488,128$77,821$9,728iApproximate average salary by contribution assumption: employee only about $243,191 at 4% or $162,127 at 6%; with 50% employer match about $162,127 at 4% or $108,085 at 6%; with 100% employer match about $121,595 at 4% or $81,064 at 6%.
The Robert a. Welch Foundation Defined Benefit Retirement Plan-8$4,174,408--
Thrift Plan of the Robert a. Welch Foundation-8$1,313,720$77,821$9,728iApproximate average salary by contribution assumption: employee only about $243,191 at 4% or $162,127 at 6%; with 50% employer match about $162,127 at 4% or $108,085 at 6%; with 100% employer match about $121,595 at 4% or $81,064 at 6%.
200527$4,836,046$75,546$10,792iApproximate average salary by contribution assumption: employee only about $269,807 at 4% or $179,871 at 6%; with 50% employer match about $179,871 at 4% or $119,914 at 6%; with 100% employer match about $134,904 at 4% or $89,936 at 6%.
The Robert a. Welch Foundation Defined Benefit Retirement Plan-6$3,752,515--
Thrift Plan of the Robert a. Welch Foundation-7$1,083,531$75,546$10,792iApproximate average salary by contribution assumption: employee only about $269,807 at 4% or $179,871 at 6%; with 50% employer match about $179,871 at 4% or $119,914 at 6%; with 100% employer match about $134,904 at 4% or $89,936 at 6%.
200428$4,629,693$68,089$8,511iApproximate average salary by contribution assumption: employee only about $212,778 at 4% or $141,852 at 6%; with 50% employer match about $141,852 at 4% or $94,568 at 6%; with 100% employer match about $106,389 at 4% or $70,926 at 6%.
The Robert a. Welch Foundation Defined Benefit Retirement Plan-8$3,655,138--
Thrift Plan of the Robert a. Welch Foundation-8$974,555$68,089$8,511iApproximate average salary by contribution assumption: employee only about $212,778 at 4% or $141,852 at 6%; with 50% employer match about $141,852 at 4% or $94,568 at 6%; with 100% employer match about $106,389 at 4% or $70,926 at 6%.
200329$4,324,407$67,424$7,492iApproximate average salary by contribution assumption: employee only about $187,289 at 4% or $124,859 at 6%; with 50% employer match about $124,859 at 4% or $83,240 at 6%; with 100% employer match about $93,644 at 4% or $62,430 at 6%.
The Robert a. Welch Foundation Defined Benefit Retirement Plan-8$3,461,930--
Thrift Plan of the Robert a. Welch Foundation-9$862,477$67,424$7,492iApproximate average salary by contribution assumption: employee only about $187,289 at 4% or $124,859 at 6%; with 50% employer match about $124,859 at 4% or $83,240 at 6%; with 100% employer match about $93,644 at 4% or $62,430 at 6%.
200228$3,643,074$66,412$8,302iApproximate average salary by contribution assumption: employee only about $207,538 at 4% or $138,358 at 6%; with 50% employer match about $138,358 at 4% or $92,239 at 6%; with 100% employer match about $103,769 at 4% or $69,179 at 6%.
The Robert a. Welch Foundation Defined Benefit Retirement Plan-8$2,964,541--
Thrift Plan of the Robert a. Welch Foundation-8$678,533$66,412$8,302iApproximate average salary by contribution assumption: employee only about $207,538 at 4% or $138,358 at 6%; with 50% employer match about $138,358 at 4% or $92,239 at 6%; with 100% employer match about $103,769 at 4% or $69,179 at 6%.
200128$3,576,730$0-
The Robert a. Welch Foundation Defined Benefit Retirement Plan-8$3,576,730--
Thrift Plan of the Robert a. Welch Foundation-8---
200028$4,606,650$61,240$7,655iApproximate average salary by contribution assumption: employee only about $191,375 at 4% or $127,583 at 6%; with 50% employer match about $127,583 at 4% or $85,056 at 6%; with 100% employer match about $95,688 at 4% or $63,792 at 6%.
The Robert a. Welch Foundation Defined Benefit Retirement Plan-8$3,892,549--
Thrift Plan of the Robert a. Welch Foundation-8$714,101$61,240$7,655iApproximate average salary by contribution assumption: employee only about $191,375 at 4% or $127,583 at 6%; with 50% employer match about $127,583 at 4% or $85,056 at 6%; with 100% employer match about $95,688 at 4% or $63,792 at 6%.
199928$4,482,616$55,780$6,973iApproximate average salary by contribution assumption: employee only about $174,313 at 4% or $116,208 at 6%; with 50% employer match about $116,208 at 4% or $77,472 at 6%; with 100% employer match about $87,156 at 4% or $58,104 at 6%.
The Robert a. Welch Foundation Defined Benefit Retirement Plan-8$3,819,926--
Thrift Plan of the Robert a. Welch Foundation-8$662,690$55,780$6,973iApproximate average salary by contribution assumption: employee only about $174,313 at 4% or $116,208 at 6%; with 50% employer match about $116,208 at 4% or $77,472 at 6%; with 100% employer match about $87,156 at 4% or $58,104 at 6%.