Civic Intelligence

Challenger Performance

Plan context: The Challenger 401(K) Plan

EIN 83-1106257 • 11 filings • 2 plans

Current Snapshot

Latest Year

2024

2024 Participants

78

2024 Assets

$9,076,330

2024 Contributions

$1,644,449

Historical Graphs

Total Assets Over Time

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

$9,076,330$4,538,165$0201820212024YearValue
$9,076,330Latest year 2024

Participants Over Time

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

128640201820212024YearValue
78Latest 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
2024178$9,076,330$1,644,449$21,083iApproximate average salary by contribution assumption: employee only about $527,067 at 4% or $351,378 at 6%; with 50% employer match about $351,378 at 4% or $234,252 at 6%; with 100% employer match about $263,533 at 4% or $175,689 at 6%.
The Challenger 401(K) Plan-78$9,076,330$1,644,449$21,083iApproximate average salary by contribution assumption: employee only about $527,067 at 4% or $351,378 at 6%; with 50% employer match about $351,378 at 4% or $234,252 at 6%; with 100% employer match about $263,533 at 4% or $175,689 at 6%.
2023285$7,533,593$1,526,672$17,961iApproximate average salary by contribution assumption: employee only about $449,021 at 4% or $299,347 at 6%; with 50% employer match about $299,347 at 4% or $199,565 at 6%; with 100% employer match about $224,511 at 4% or $149,674 at 6%.
The Challenger 401(K) Plan-81$7,533,593$1,526,672$18,848iApproximate average salary by contribution assumption: employee only about $471,195 at 4% or $314,130 at 6%; with 50% employer match about $314,130 at 4% or $209,420 at 6%; with 100% employer match about $235,598 at 4% or $157,065 at 6%.
CHALLENGER PERFORMANCE OPTIMIZATION, INC. WRAP BENEFIT PLAN-85---
20222103$6,002,696$1,850,465$17,966iApproximate average salary by contribution assumption: employee only about $449,142 at 4% or $299,428 at 6%; with 50% employer match about $299,428 at 4% or $199,619 at 6%; with 100% employer match about $224,571 at 4% or $149,714 at 6%.
The Challenger 401(K) Plan-98$6,002,696$1,850,465$18,882iApproximate average salary by contribution assumption: employee only about $472,057 at 4% or $314,705 at 6%; with 50% employer match about $314,705 at 4% or $209,803 at 6%; with 100% employer match about $236,029 at 4% or $157,352 at 6%.
CHALLENGER PERFORMANCE OPTIMIZATION, INC. WRAP BENEFIT PLAN-103---
2021297$6,654,240$1,535,923$15,834iApproximate average salary by contribution assumption: employee only about $395,856 at 4% or $263,904 at 6%; with 50% employer match about $263,904 at 4% or $175,936 at 6%; with 100% employer match about $197,928 at 4% or $131,952 at 6%.
The Challenger 401(K) Plan-97$6,654,240$1,535,923$15,834iApproximate average salary by contribution assumption: employee only about $395,856 at 4% or $263,904 at 6%; with 50% employer match about $263,904 at 4% or $175,936 at 6%; with 100% employer match about $197,928 at 4% or $131,952 at 6%.
CHALLENGER PERFORMANCE OPTIMIZATION, INC. WRAP BENEFIT PLAN-78---
2020297$5,007,018$1,744,174$17,981iApproximate average salary by contribution assumption: employee only about $449,529 at 4% or $299,686 at 6%; with 50% employer match about $299,686 at 4% or $199,791 at 6%; with 100% employer match about $224,765 at 4% or $149,843 at 6%.
The Challenger 401(K) Plan-97$5,007,018$1,744,174$17,981iApproximate average salary by contribution assumption: employee only about $449,529 at 4% or $299,686 at 6%; with 50% employer match about $299,686 at 4% or $199,791 at 6%; with 100% employer match about $224,765 at 4% or $149,843 at 6%.
CHALLENGER PERFORMANCE OPTIMIZATION, INC. WRAP BENEFIT PLAN-83---
20191128$3,006,637$2,143,152$16,743iApproximate average salary by contribution assumption: employee only about $418,584 at 4% or $279,056 at 6%; with 50% employer match about $279,056 at 4% or $186,038 at 6%; with 100% employer match about $209,292 at 4% or $139,528 at 6%.
The Challenger 401(K) Plan-128$3,006,637$2,143,152$16,743iApproximate average salary by contribution assumption: employee only about $418,584 at 4% or $279,056 at 6%; with 50% employer match about $279,056 at 4% or $186,038 at 6%; with 100% employer match about $209,292 at 4% or $139,528 at 6%.
20181117$661,969$719,447$6,149iApproximate average salary by contribution assumption: employee only about $153,728 at 4% or $102,485 at 6%; with 50% employer match about $102,485 at 4% or $68,324 at 6%; with 100% employer match about $76,864 at 4% or $51,243 at 6%.
The Challenger 401(K) Plan-117$661,969$719,447$6,149iApproximate average salary by contribution assumption: employee only about $153,728 at 4% or $102,485 at 6%; with 50% employer match about $102,485 at 4% or $68,324 at 6%; with 100% employer match about $76,864 at 4% or $51,243 at 6%.