Civic Intelligence

Ratio Advisors

Plan context: Ratio Advisors Cash Balance Plan

EIN 81-5241635 • San Mateo, CA • 11 filings • 2 plans

531 Cornell AveSan Mateo, CA 94402
Current Snapshot

Latest Year

2025

2025 Participants

20

2025 Assets

$4,112,318

2025 Contributions

$308,255

Historical Graphs

Total Assets Over Time

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

$5,073,410$2,536,705$0202020232025YearValue
$4,112,318Latest year 2025

Participants Over Time

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

21110202020232025YearValue
20Latest 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
2025120$4,112,318$308,255$15,413iApproximate average salary by contribution assumption: employee only about $385,319 at 4% or $256,879 at 6%; with 50% employer match about $256,879 at 4% or $171,253 at 6%; with 100% employer match about $192,659 at 4% or $128,440 at 6%.
Ratio Advisors Cash Balance Plan-20$4,112,318$308,255$15,413iApproximate average salary by contribution assumption: employee only about $385,319 at 4% or $256,879 at 6%; with 50% employer match about $256,879 at 4% or $171,253 at 6%; with 100% employer match about $192,659 at 4% or $128,440 at 6%.
2024221$5,073,410$1,014,128$48,292iApproximate average salary by contribution assumption: employee only about $1,207,295 at 4% or $804,863 at 6%; with 50% employer match about $804,863 at 4% or $536,576 at 6%; with 100% employer match about $603,648 at 4% or $402,432 at 6%.
Ratio Advisors Cash Balance Plan-19$3,197,286$452,259$23,803iApproximate average salary by contribution assumption: employee only about $595,078 at 4% or $396,718 at 6%; with 50% employer match about $396,718 at 4% or $264,479 at 6%; with 100% employer match about $297,539 at 4% or $198,359 at 6%.
RATIO ADVISORS 401(K) AND PROFIT SHARING PLAN-21$1,876,124$561,869$26,756iApproximate average salary by contribution assumption: employee only about $668,892 at 4% or $445,928 at 6%; with 50% employer match about $445,928 at 4% or $297,285 at 6%; with 100% employer match about $334,446 at 4% or $222,964 at 6%.
2023219$3,549,461$1,179,584$62,083iApproximate average salary by contribution assumption: employee only about $1,552,084 at 4% or $1,034,723 at 6%; with 50% employer match about $1,034,723 at 4% or $689,815 at 6%; with 100% employer match about $776,042 at 4% or $517,361 at 6%.
Ratio Advisors Cash Balance Plan-16$2,492,023$736,561$46,035iApproximate average salary by contribution assumption: employee only about $1,150,877 at 4% or $767,251 at 6%; with 50% employer match about $767,251 at 4% or $511,501 at 6%; with 100% employer match about $575,438 at 4% or $383,626 at 6%.
RATIO ADVISORS 401(K) AND PROFIT SHARING PLAN-19$1,057,438$443,023$23,317iApproximate average salary by contribution assumption: employee only about $582,925 at 4% or $388,617 at 6%; with 50% employer match about $388,617 at 4% or $259,078 at 6%; with 100% employer match about $291,463 at 4% or $194,308 at 6%.
2022214$1,993,205$1,002,275$71,591iApproximate average salary by contribution assumption: employee only about $1,789,777 at 4% or $1,193,185 at 6%; with 50% employer match about $1,193,185 at 4% or $795,456 at 6%; with 100% employer match about $894,888 at 4% or $596,592 at 6%.
Ratio Advisors Cash Balance Plan-14$1,542,401$735,007$52,501iApproximate average salary by contribution assumption: employee only about $1,312,513 at 4% or $875,008 at 6%; with 50% employer match about $875,008 at 4% or $583,339 at 6%; with 100% employer match about $656,256 at 4% or $437,504 at 6%.
RATIO ADVISORS 401(K) AND PROFIT SHARING PLAN-14$450,804$267,268$19,091iApproximate average salary by contribution assumption: employee only about $477,264 at 4% or $318,176 at 6%; with 50% employer match about $318,176 at 4% or $212,117 at 6%; with 100% employer match about $238,632 at 4% or $159,088 at 6%.
2021213$1,185,057$614,267$47,251iApproximate average salary by contribution assumption: employee only about $1,181,283 at 4% or $787,522 at 6%; with 50% employer match about $787,522 at 4% or $525,015 at 6%; with 100% employer match about $590,641 at 4% or $393,761 at 6%.
Ratio Advisors Cash Balance Plan-10$908,477$400,872$40,087iApproximate average salary by contribution assumption: employee only about $1,002,180 at 4% or $668,120 at 6%; with 50% employer match about $668,120 at 4% or $445,413 at 6%; with 100% employer match about $501,090 at 4% or $334,060 at 6%.
RATIO ADVISORS 401(K) AND PROFIT SHARING PLAN-13$276,580$213,395$16,415iApproximate average salary by contribution assumption: employee only about $410,375 at 4% or $273,583 at 6%; with 50% employer match about $273,583 at 4% or $182,389 at 6%; with 100% employer match about $205,188 at 4% or $136,792 at 6%.
2020210$461,331$456,642$45,664iApproximate average salary by contribution assumption: employee only about $1,141,605 at 4% or $761,070 at 6%; with 50% employer match about $761,070 at 4% or $507,380 at 6%; with 100% employer match about $570,803 at 4% or $380,535 at 6%.
Ratio Advisors Cash Balance Plan-10$430,806$430,806$43,081iApproximate average salary by contribution assumption: employee only about $1,077,015 at 4% or $718,010 at 6%; with 50% employer match about $718,010 at 4% or $478,673 at 6%; with 100% employer match about $538,508 at 4% or $359,005 at 6%.
RATIO ADVISORS 401(K) AND PROFIT SHARING PLAN-5$30,525$25,836$5,167iApproximate average salary by contribution assumption: employee only about $129,180 at 4% or $86,120 at 6%; with 50% employer match about $86,120 at 4% or $57,413 at 6%; with 100% employer match about $64,590 at 4% or $43,060 at 6%.