Compass Retirement Inc.
Plan context: Compass Retirement 401(K) Plan
EIN 81-5439190 • Grapevine, TX • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
16
2025 Assets
$941,930
2025 Contributions
$140,936
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 | 16 | $941,930 | $140,936 | $8,809iApproximate average salary by contribution assumption: employee only about $220,213 at 4% or $146,808 at 6%; with 50% employer match about $146,808 at 4% or $97,872 at 6%; with 100% employer match about $110,106 at 4% or $73,404 at 6%. |
| Compass Retirement 401(K) Plan | - | 16 | $941,930 | $140,936 | $8,809iApproximate average salary by contribution assumption: employee only about $220,213 at 4% or $146,808 at 6%; with 50% employer match about $146,808 at 4% or $97,872 at 6%; with 100% employer match about $110,106 at 4% or $73,404 at 6%. |
| 2024 | 1 | 11 | $668,638 | $333,418 | $30,311iApproximate average salary by contribution assumption: employee only about $757,768 at 4% or $505,179 at 6%; with 50% employer match about $505,179 at 4% or $336,786 at 6%; with 100% employer match about $378,884 at 4% or $252,589 at 6%. |
| Compass Retirement 401(K) Plan | - | 11 | $668,638 | $333,418 | $30,311iApproximate average salary by contribution assumption: employee only about $757,768 at 4% or $505,179 at 6%; with 50% employer match about $505,179 at 4% or $336,786 at 6%; with 100% employer match about $378,884 at 4% or $252,589 at 6%. |
| 2023 | 1 | 10 | $315,481 | $115,492 | $11,549iApproximate average salary by contribution assumption: employee only about $288,730 at 4% or $192,487 at 6%; with 50% employer match about $192,487 at 4% or $128,324 at 6%; with 100% employer match about $144,365 at 4% or $96,243 at 6%. |
| Compass Retirement 401(K) Plan | - | 10 | $315,481 | $115,492 | $11,549iApproximate average salary by contribution assumption: employee only about $288,730 at 4% or $192,487 at 6%; with 50% employer match about $192,487 at 4% or $128,324 at 6%; with 100% employer match about $144,365 at 4% or $96,243 at 6%. |
| 2022 | 1 | 9 | $235,446 | $96,816 | $10,757iApproximate average salary by contribution assumption: employee only about $268,933 at 4% or $179,289 at 6%; with 50% employer match about $179,289 at 4% or $119,526 at 6%; with 100% employer match about $134,467 at 4% or $89,644 at 6%. |
| Compass Retirement 401(K) Plan | - | 9 | $235,446 | $96,816 | $10,757iApproximate average salary by contribution assumption: employee only about $268,933 at 4% or $179,289 at 6%; with 50% employer match about $179,289 at 4% or $119,526 at 6%; with 100% employer match about $134,467 at 4% or $89,644 at 6%. |
| 2021 | 1 | 5 | $189,317 | $70,352 | $14,070iApproximate average salary by contribution assumption: employee only about $351,760 at 4% or $234,507 at 6%; with 50% employer match about $234,507 at 4% or $156,338 at 6%; with 100% employer match about $175,880 at 4% or $117,253 at 6%. |
| Compass Retirement 401(K) Plan | - | 5 | $189,317 | $70,352 | $14,070iApproximate average salary by contribution assumption: employee only about $351,760 at 4% or $234,507 at 6%; with 50% employer match about $234,507 at 4% or $156,338 at 6%; with 100% employer match about $175,880 at 4% or $117,253 at 6%. |