THE DOWNSIZERS GROUP LLC
Plan context: THE DOWNSIZERS GROUP 401(K) PLAN
EIN 82-3035741 • Chapel Hill, NC • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
41
2025 Assets
$510,665
2025 Contributions
$146,108
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 | 41 | $510,665 | $146,108 | $3,564iApproximate average salary by contribution assumption: employee only about $89,090 at 4% or $59,393 at 6%; with 50% employer match about $59,393 at 4% or $39,596 at 6%; with 100% employer match about $44,545 at 4% or $29,697 at 6%. |
| THE DOWNSIZERS GROUP 401(K) PLAN | - | 41 | $510,665 | $146,108 | $3,564iApproximate average salary by contribution assumption: employee only about $89,090 at 4% or $59,393 at 6%; with 50% employer match about $59,393 at 4% or $39,596 at 6%; with 100% employer match about $44,545 at 4% or $29,697 at 6%. |
| 2024 | 1 | 39 | $377,570 | $112,508 | $2,885iApproximate average salary by contribution assumption: employee only about $72,121 at 4% or $48,080 at 6%; with 50% employer match about $48,080 at 4% or $32,054 at 6%; with 100% employer match about $36,060 at 4% or $24,040 at 6%. |
| THE DOWNSIZERS GROUP 401(K) PLAN | - | 39 | $377,570 | $112,508 | $2,885iApproximate average salary by contribution assumption: employee only about $72,121 at 4% or $48,080 at 6%; with 50% employer match about $48,080 at 4% or $32,054 at 6%; with 100% employer match about $36,060 at 4% or $24,040 at 6%. |
| 2023 | 1 | 25 | $253,903 | $133,790 | $5,352iApproximate average salary by contribution assumption: employee only about $133,790 at 4% or $89,193 at 6%; with 50% employer match about $89,193 at 4% or $59,462 at 6%; with 100% employer match about $66,895 at 4% or $44,597 at 6%. |
| THE DOWNSIZERS GROUP 401(K) PLAN | - | 25 | $253,903 | $133,790 | $5,352iApproximate average salary by contribution assumption: employee only about $133,790 at 4% or $89,193 at 6%; with 50% employer match about $89,193 at 4% or $59,462 at 6%; with 100% employer match about $66,895 at 4% or $44,597 at 6%. |
| 2022 | 1 | 20 | $106,215 | $80,027 | $4,001iApproximate average salary by contribution assumption: employee only about $100,034 at 4% or $66,689 at 6%; with 50% employer match about $66,689 at 4% or $44,459 at 6%; with 100% employer match about $50,017 at 4% or $33,345 at 6%. |
| THE DOWNSIZERS GROUP 401(K) PLAN | - | 20 | $106,215 | $80,027 | $4,001iApproximate average salary by contribution assumption: employee only about $100,034 at 4% or $66,689 at 6%; with 50% employer match about $66,689 at 4% or $44,459 at 6%; with 100% employer match about $50,017 at 4% or $33,345 at 6%. |
| 2021 | 1 | 14 | $36,388 | $35,358 | $2,526iApproximate average salary by contribution assumption: employee only about $63,139 at 4% or $42,093 at 6%; with 50% employer match about $42,093 at 4% or $28,062 at 6%; with 100% employer match about $31,570 at 4% or $21,046 at 6%. |
| THE DOWNSIZERS GROUP 401(K) PLAN | - | 14 | $36,388 | $35,358 | $2,526iApproximate average salary by contribution assumption: employee only about $63,139 at 4% or $42,093 at 6%; with 50% employer match about $42,093 at 4% or $28,062 at 6%; with 100% employer match about $31,570 at 4% or $21,046 at 6%. |