Civic Intelligence

Worth Data Inc.

Plan context: Worth Data Inc. 401K Profit Sharing Plan and Trust

EIN 77-0111843 • Santa Cruz, CA • 27 filings • 4 plans

623 Swift StreetSuite BSanta Cruz, CA 95060-5825
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$6,398,649

2025 Contributions

$75,838

Historical Graphs

Total Assets Over Time

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

$7,651,185$3,825,593$0199920132025YearValue
$6,398,649Latest year 2025

Participants Over Time

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

23120199920122025YearValue
6Latest year 2025

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
202516$6,398,649$75,838$12,640iApproximate average salary by contribution assumption: employee only about $315,992 at 4% or $210,661 at 6%; with 50% employer match about $210,661 at 4% or $140,441 at 6%; with 100% employer match about $157,996 at 4% or $105,331 at 6%.
Worth Data Inc. 401K Profit Sharing Plan and Trust-6$6,398,649$75,838$12,640iApproximate average salary by contribution assumption: employee only about $315,992 at 4% or $210,661 at 6%; with 50% employer match about $210,661 at 4% or $140,441 at 6%; with 100% employer match about $157,996 at 4% or $105,331 at 6%.
202418$6,071,777$67,570$8,446iApproximate average salary by contribution assumption: employee only about $211,156 at 4% or $140,771 at 6%; with 50% employer match about $140,771 at 4% or $93,847 at 6%; with 100% employer match about $105,578 at 4% or $70,385 at 6%.
Worth Data Inc. 401K Profit Sharing Plan and Trust-8$6,071,777$67,570$8,446iApproximate average salary by contribution assumption: employee only about $211,156 at 4% or $140,771 at 6%; with 50% employer match about $140,771 at 4% or $93,847 at 6%; with 100% employer match about $105,578 at 4% or $70,385 at 6%.
202318$5,355,210$66,570$8,321iApproximate average salary by contribution assumption: employee only about $208,031 at 4% or $138,688 at 6%; with 50% employer match about $138,688 at 4% or $92,458 at 6%; with 100% employer match about $104,016 at 4% or $69,344 at 6%.
Worth Data Inc. 401K Profit Sharing Plan and Trust-8$5,355,210$66,570$8,321iApproximate average salary by contribution assumption: employee only about $208,031 at 4% or $138,688 at 6%; with 50% employer match about $138,688 at 4% or $92,458 at 6%; with 100% employer match about $104,016 at 4% or $69,344 at 6%.
2022110$5,257,885$64,160$6,416iApproximate average salary by contribution assumption: employee only about $160,400 at 4% or $106,933 at 6%; with 50% employer match about $106,933 at 4% or $71,289 at 6%; with 100% employer match about $80,200 at 4% or $53,467 at 6%.
Worth Data Inc. 401K Profit Sharing Plan and Trust-10$5,257,885$64,160$6,416iApproximate average salary by contribution assumption: employee only about $160,400 at 4% or $106,933 at 6%; with 50% employer match about $106,933 at 4% or $71,289 at 6%; with 100% employer match about $80,200 at 4% or $53,467 at 6%.
2021111$7,065,572$64,560$5,869iApproximate average salary by contribution assumption: employee only about $146,727 at 4% or $97,818 at 6%; with 50% employer match about $97,818 at 4% or $65,212 at 6%; with 100% employer match about $73,364 at 4% or $48,909 at 6%.
Worth Data Inc. 401K Profit Sharing Plan and Trust-11$7,065,572$64,560$5,869iApproximate average salary by contribution assumption: employee only about $146,727 at 4% or $97,818 at 6%; with 50% employer match about $97,818 at 4% or $65,212 at 6%; with 100% employer match about $73,364 at 4% or $48,909 at 6%.
2020112$7,651,185$85,883$7,157iApproximate average salary by contribution assumption: employee only about $178,923 at 4% or $119,282 at 6%; with 50% employer match about $119,282 at 4% or $79,521 at 6%; with 100% employer match about $89,461 at 4% or $59,641 at 6%.
Worth Data Inc. 401K Profit Sharing Plan and Trust-12$7,651,185$85,883$7,157iApproximate average salary by contribution assumption: employee only about $178,923 at 4% or $119,282 at 6%; with 50% employer match about $119,282 at 4% or $79,521 at 6%; with 100% employer match about $89,461 at 4% or $59,641 at 6%.
2019112$6,885,054$133,926$11,161iApproximate average salary by contribution assumption: employee only about $279,013 at 4% or $186,008 at 6%; with 50% employer match about $186,008 at 4% or $124,006 at 6%; with 100% employer match about $139,506 at 4% or $93,004 at 6%.
Worth Data Inc. 401K Profit Sharing Plan and Trust-12$6,885,054$133,926$11,161iApproximate average salary by contribution assumption: employee only about $279,013 at 4% or $186,008 at 6%; with 50% employer match about $186,008 at 4% or $124,006 at 6%; with 100% employer match about $139,506 at 4% or $93,004 at 6%.
2018112$5,849,721$116,541$9,712iApproximate average salary by contribution assumption: employee only about $242,794 at 4% or $161,863 at 6%; with 50% employer match about $161,863 at 4% or $107,908 at 6%; with 100% employer match about $121,397 at 4% or $80,931 at 6%.
Worth Data Inc. 401K Profit Sharing Plan and Trust-12$5,849,721$116,541$9,712iApproximate average salary by contribution assumption: employee only about $242,794 at 4% or $161,863 at 6%; with 50% employer match about $161,863 at 4% or $107,908 at 6%; with 100% employer match about $121,397 at 4% or $80,931 at 6%.
2017113$6,284,010$132,538$10,195iApproximate average salary by contribution assumption: employee only about $254,881 at 4% or $169,921 at 6%; with 50% employer match about $169,921 at 4% or $113,280 at 6%; with 100% employer match about $127,440 at 4% or $84,960 at 6%.
Worth Data Inc. 401K Profit Sharing Plan and Trust-13$6,284,010$132,538$10,195iApproximate average salary by contribution assumption: employee only about $254,881 at 4% or $169,921 at 6%; with 50% employer match about $169,921 at 4% or $113,280 at 6%; with 100% employer match about $127,440 at 4% or $84,960 at 6%.
2016113$5,436,793$137,416$10,570iApproximate average salary by contribution assumption: employee only about $264,262 at 4% or $176,174 at 6%; with 50% employer match about $176,174 at 4% or $117,450 at 6%; with 100% employer match about $132,131 at 4% or $88,087 at 6%.
Worth Data Inc. 401K Profit Sharing Plan and Trust-13$5,436,793$137,416$10,570iApproximate average salary by contribution assumption: employee only about $264,262 at 4% or $176,174 at 6%; with 50% employer match about $176,174 at 4% or $117,450 at 6%; with 100% employer match about $132,131 at 4% or $88,087 at 6%.
2015113$5,010,912$133,265$10,251iApproximate average salary by contribution assumption: employee only about $256,279 at 4% or $170,853 at 6%; with 50% employer match about $170,853 at 4% or $113,902 at 6%; with 100% employer match about $128,139 at 4% or $85,426 at 6%.
Worth Data Inc. 401K Profit Sharing Plan and Trust-13$5,010,912$133,265$10,251iApproximate average salary by contribution assumption: employee only about $256,279 at 4% or $170,853 at 6%; with 50% employer match about $170,853 at 4% or $113,902 at 6%; with 100% employer match about $128,139 at 4% or $85,426 at 6%.
2014113$4,938,224$143,578$11,044iApproximate average salary by contribution assumption: employee only about $276,112 at 4% or $184,074 at 6%; with 50% employer match about $184,074 at 4% or $122,716 at 6%; with 100% employer match about $138,056 at 4% or $92,037 at 6%.
Worth Data Inc. 401K Profit Sharing Plan and Trust-13$4,938,224$143,578$11,044iApproximate average salary by contribution assumption: employee only about $276,112 at 4% or $184,074 at 6%; with 50% employer match about $184,074 at 4% or $122,716 at 6%; with 100% employer match about $138,056 at 4% or $92,037 at 6%.
2013114$4,776,630$137,592$9,828iApproximate average salary by contribution assumption: employee only about $245,700 at 4% or $163,800 at 6%; with 50% employer match about $163,800 at 4% or $109,200 at 6%; with 100% employer match about $122,850 at 4% or $81,900 at 6%.
Worth Data Inc. 401K Profit Sharing Plan and Trust-14$4,776,630$137,592$9,828iApproximate average salary by contribution assumption: employee only about $245,700 at 4% or $163,800 at 6%; with 50% employer match about $163,800 at 4% or $109,200 at 6%; with 100% employer match about $122,850 at 4% or $81,900 at 6%.
2012114$3,910,436$114,528$8,181iApproximate average salary by contribution assumption: employee only about $204,514 at 4% or $136,343 at 6%; with 50% employer match about $136,343 at 4% or $90,895 at 6%; with 100% employer match about $102,257 at 4% or $68,171 at 6%.
Worth Data Inc. 401K Profit Sharing Plan and Trust-14$3,910,436$114,528$8,181iApproximate average salary by contribution assumption: employee only about $204,514 at 4% or $136,343 at 6%; with 50% employer match about $136,343 at 4% or $90,895 at 6%; with 100% employer match about $102,257 at 4% or $68,171 at 6%.
2011114$3,531,508$122,365$8,740iApproximate average salary by contribution assumption: employee only about $218,509 at 4% or $145,673 at 6%; with 50% employer match about $145,673 at 4% or $97,115 at 6%; with 100% employer match about $109,254 at 4% or $72,836 at 6%.
Worth Data Inc. 401K Profit Sharing Plan and Trust-14$3,531,508$122,365$8,740iApproximate average salary by contribution assumption: employee only about $218,509 at 4% or $145,673 at 6%; with 50% employer match about $145,673 at 4% or $97,115 at 6%; with 100% employer match about $109,254 at 4% or $72,836 at 6%.
2010114$3,412,444$126,268$9,019iApproximate average salary by contribution assumption: employee only about $225,479 at 4% or $150,319 at 6%; with 50% employer match about $150,319 at 4% or $100,213 at 6%; with 100% employer match about $112,739 at 4% or $75,160 at 6%.
Worth Data Inc. 401K Profit Sharing Plan and Trust-14$3,412,444$126,268$9,019iApproximate average salary by contribution assumption: employee only about $225,479 at 4% or $150,319 at 6%; with 50% employer match about $150,319 at 4% or $100,213 at 6%; with 100% employer match about $112,739 at 4% or $75,160 at 6%.
2009114$3,047,939$130,802$9,343iApproximate average salary by contribution assumption: employee only about $233,575 at 4% or $155,717 at 6%; with 50% employer match about $155,717 at 4% or $103,811 at 6%; with 100% employer match about $116,788 at 4% or $77,858 at 6%.
Worth Data Inc. 401K Profit Sharing Plan and Trust-14$3,047,939$130,802$9,343iApproximate average salary by contribution assumption: employee only about $233,575 at 4% or $155,717 at 6%; with 50% employer match about $155,717 at 4% or $103,811 at 6%; with 100% employer match about $116,788 at 4% or $77,858 at 6%.
2008115$2,419,363$109,933$7,329iApproximate average salary by contribution assumption: employee only about $183,222 at 4% or $122,148 at 6%; with 50% employer match about $122,148 at 4% or $81,432 at 6%; with 100% employer match about $91,611 at 4% or $61,074 at 6%.
Worth Data Inc. 401K Profit Sharing Plan and Trust-15$2,419,363$109,933$7,329iApproximate average salary by contribution assumption: employee only about $183,222 at 4% or $122,148 at 6%; with 50% employer match about $122,148 at 4% or $81,432 at 6%; with 100% employer match about $91,611 at 4% or $61,074 at 6%.
2007115$3,200,943$241,369$16,091iApproximate average salary by contribution assumption: employee only about $402,282 at 4% or $268,188 at 6%; with 50% employer match about $268,188 at 4% or $178,792 at 6%; with 100% employer match about $201,141 at 4% or $134,094 at 6%.
Worth Data Inc. 401K Profit Sharing Plan and Trust-15$3,200,943$241,369$16,091iApproximate average salary by contribution assumption: employee only about $402,282 at 4% or $268,188 at 6%; with 50% employer match about $268,188 at 4% or $178,792 at 6%; with 100% employer match about $201,141 at 4% or $134,094 at 6%.
2006116$2,920,018$277,552$17,347iApproximate average salary by contribution assumption: employee only about $433,675 at 4% or $289,117 at 6%; with 50% employer match about $289,117 at 4% or $192,744 at 6%; with 100% employer match about $216,838 at 4% or $144,558 at 6%.
Worth Data Inc. 401K Profit Sharing Plan and Trust-16$2,920,018$277,552$17,347iApproximate average salary by contribution assumption: employee only about $433,675 at 4% or $289,117 at 6%; with 50% employer match about $289,117 at 4% or $192,744 at 6%; with 100% employer match about $216,838 at 4% or $144,558 at 6%.
2005117$2,491,596$290,347$17,079iApproximate average salary by contribution assumption: employee only about $426,981 at 4% or $284,654 at 6%; with 50% employer match about $284,654 at 4% or $189,769 at 6%; with 100% employer match about $213,490 at 4% or $142,327 at 6%.
Worth Data Inc. 401K Profit Sharing Plan and Trust-17$2,491,596$290,347$17,079iApproximate average salary by contribution assumption: employee only about $426,981 at 4% or $284,654 at 6%; with 50% employer match about $284,654 at 4% or $189,769 at 6%; with 100% employer match about $213,490 at 4% or $142,327 at 6%.
2004117$2,643,197$253,405$14,906iApproximate average salary by contribution assumption: employee only about $372,654 at 4% or $248,436 at 6%; with 50% employer match about $248,436 at 4% or $165,624 at 6%; with 100% employer match about $186,327 at 4% or $124,218 at 6%.
Worth Data Inc. 401K Profit Sharing Plan and Trust-17$2,643,197$253,405$14,906iApproximate average salary by contribution assumption: employee only about $372,654 at 4% or $248,436 at 6%; with 50% employer match about $248,436 at 4% or $165,624 at 6%; with 100% employer match about $186,327 at 4% or $124,218 at 6%.
2003118$2,255,547$244,929$13,607iApproximate average salary by contribution assumption: employee only about $340,179 at 4% or $226,786 at 6%; with 50% employer match about $226,786 at 4% or $151,191 at 6%; with 100% employer match about $170,090 at 4% or $113,393 at 6%.
Worth Data Inc. 401K Profit Sharing Plan and Trust-18$2,255,547$244,929$13,607iApproximate average salary by contribution assumption: employee only about $340,179 at 4% or $226,786 at 6%; with 50% employer match about $226,786 at 4% or $151,191 at 6%; with 100% employer match about $170,090 at 4% or $113,393 at 6%.
2002120$1,702,745$99,174$4,959iApproximate average salary by contribution assumption: employee only about $123,968 at 4% or $82,645 at 6%; with 50% employer match about $82,645 at 4% or $55,097 at 6%; with 100% employer match about $61,984 at 4% or $41,323 at 6%.
Worth Data Inc. 401K Profit Sharing Plan and Trust-20$1,702,745$99,174$4,959iApproximate average salary by contribution assumption: employee only about $123,968 at 4% or $82,645 at 6%; with 50% employer match about $82,645 at 4% or $55,097 at 6%; with 100% employer match about $61,984 at 4% or $41,323 at 6%.
2001120$0$0-
Worth Data Inc. 401K Profit Sharing Plan and Trust-20---
2000123$2,349,973$228,431$9,932iApproximate average salary by contribution assumption: employee only about $248,295 at 4% or $165,530 at 6%; with 50% employer match about $165,530 at 4% or $110,353 at 6%; with 100% employer match about $124,147 at 4% or $82,765 at 6%.
Worth Data Inc. 401K Profit Sharing Plan and Trust-23$2,349,973$228,431$9,932iApproximate average salary by contribution assumption: employee only about $248,295 at 4% or $165,530 at 6%; with 50% employer match about $165,530 at 4% or $110,353 at 6%; with 100% employer match about $124,147 at 4% or $82,765 at 6%.
1999122$2,434,051$220,657$10,030iApproximate average salary by contribution assumption: employee only about $250,747 at 4% or $167,164 at 6%; with 50% employer match about $167,164 at 4% or $111,443 at 6%; with 100% employer match about $125,373 at 4% or $83,582 at 6%.
Worth Data Inc. 401K Profit Sharing Plan and Trust-22$2,434,051$220,657$10,030iApproximate average salary by contribution assumption: employee only about $250,747 at 4% or $167,164 at 6%; with 50% employer match about $167,164 at 4% or $111,443 at 6%; with 100% employer match about $125,373 at 4% or $83,582 at 6%.