Civic Intelligence

United States Energy Foundation

Plan context: United States Energy Foundation 403(B) Retirement Plan

EIN 83-1740146 • San Francisco, CA • 8 filings • 3 plans

301 Battery St Floor 5San Francisco, CA 94111
Current Snapshot

Latest Year

2024

2024 Participants

119

2024 Assets

$21,312,986

2024 Contributions

$4,066,698

Historical Graphs

Total Assets Over Time

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

$21,312,986$10,656,493$0201920222024YearValue
$21,312,986Latest year 2024

Participants Over Time

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

132660201920222024YearValue
119Latest 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
20242119$21,312,986$4,066,698$34,174iApproximate average salary by contribution assumption: employee only about $854,348 at 4% or $569,566 at 6%; with 50% employer match about $569,566 at 4% or $379,710 at 6%; with 100% employer match about $427,174 at 4% or $284,783 at 6%.
United States Energy Foundation 403(B) Retirement Plan-119$21,312,986$4,066,698$34,174iApproximate average salary by contribution assumption: employee only about $854,348 at 4% or $569,566 at 6%; with 50% employer match about $569,566 at 4% or $379,710 at 6%; with 100% employer match about $427,174 at 4% or $284,783 at 6%.
United States Energy Foundation Welfare Benefits Plan-113---
20232121$18,504,795$3,798,681$31,394iApproximate average salary by contribution assumption: employee only about $784,851 at 4% or $523,234 at 6%; with 50% employer match about $523,234 at 4% or $348,823 at 6%; with 100% employer match about $392,426 at 4% or $261,617 at 6%.
United States Energy Foundation 403(B) Retirement Plan-121$18,504,795$3,798,681$31,394iApproximate average salary by contribution assumption: employee only about $784,851 at 4% or $523,234 at 6%; with 50% employer match about $523,234 at 4% or $348,823 at 6%; with 100% employer match about $392,426 at 4% or $261,617 at 6%.
United States Energy Foundation Welfare Benefits Plan-121---
20221109$16,322,812$2,816,963$25,844iApproximate average salary by contribution assumption: employee only about $646,092 at 4% or $430,728 at 6%; with 50% employer match about $430,728 at 4% or $287,152 at 6%; with 100% employer match about $323,046 at 4% or $215,364 at 6%.
United States Energy Foundation 403(B) Retirement Plan-109$16,322,812$2,816,963$25,844iApproximate average salary by contribution assumption: employee only about $646,092 at 4% or $430,728 at 6%; with 50% employer match about $430,728 at 4% or $287,152 at 6%; with 100% employer match about $323,046 at 4% or $215,364 at 6%.
20211132$16,874,792$2,000,542$15,156iApproximate average salary by contribution assumption: employee only about $378,891 at 4% or $252,594 at 6%; with 50% employer match about $252,594 at 4% or $168,396 at 6%; with 100% employer match about $189,445 at 4% or $126,297 at 6%.
United States Energy Foundation 403(B) Retirement Plan-132$16,874,792$2,000,542$15,156iApproximate average salary by contribution assumption: employee only about $378,891 at 4% or $252,594 at 6%; with 50% employer match about $252,594 at 4% or $168,396 at 6%; with 100% employer match about $189,445 at 4% or $126,297 at 6%.
20201116$16,407,562$1,595,827$13,757iApproximate average salary by contribution assumption: employee only about $343,928 at 4% or $229,285 at 6%; with 50% employer match about $229,285 at 4% or $152,857 at 6%; with 100% employer match about $171,964 at 4% or $114,643 at 6%.
United States Energy Foundation 403(B) Retirement Plan-116$16,407,562$1,595,827$13,757iApproximate average salary by contribution assumption: employee only about $343,928 at 4% or $229,285 at 6%; with 50% employer match about $229,285 at 4% or $152,857 at 6%; with 100% employer match about $171,964 at 4% or $114,643 at 6%.
20191111$13,075,807$1,772,201$15,966iApproximate average salary by contribution assumption: employee only about $399,144 at 4% or $266,096 at 6%; with 50% employer match about $266,096 at 4% or $177,397 at 6%; with 100% employer match about $199,572 at 4% or $133,048 at 6%.
United States Energy Foundation 403(B) Retirement Plan-111$13,075,807$1,772,201$15,966iApproximate average salary by contribution assumption: employee only about $399,144 at 4% or $266,096 at 6%; with 50% employer match about $266,096 at 4% or $177,397 at 6%; with 100% employer match about $199,572 at 4% or $133,048 at 6%.