The Aspen Institute
Plan context: Tiaa-Cref Retirement Plan for All Employees of the Aspen Institute
EIN 84-0399006 • 48 filings • 8 plans
Current Snapshot
Latest Year
2024
2024 Participants
559
2024 Assets
$192,797,408
2024 Contributions
$13,303,653
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 559 | $192,797,408 | $13,303,653 | $23,799iApproximate average salary by contribution assumption: employee only about $594,976 at 4% or $396,650 at 6%; with 50% employer match about $396,650 at 4% or $264,434 at 6%; with 100% employer match about $297,488 at 4% or $198,325 at 6%. |
| Tiaa-Cref Retirement Plan for All Employees of the Aspen Institute | - | 559 | $192,797,408 | $13,303,653 | $23,799iApproximate average salary by contribution assumption: employee only about $594,976 at 4% or $396,650 at 6%; with 50% employer match about $396,650 at 4% or $264,434 at 6%; with 100% employer match about $297,488 at 4% or $198,325 at 6%. |
| The Aspen Institute Health Benefit Plan | - | 536 | - | - | - |
| 2023 | 2 | 555 | $173,335,713 | $14,204,160 | $25,593iApproximate average salary by contribution assumption: employee only about $639,827 at 4% or $426,551 at 6%; with 50% employer match about $426,551 at 4% or $284,368 at 6%; with 100% employer match about $319,914 at 4% or $213,276 at 6%. |
| Tiaa-Cref Retirement Plan for All Employees of the Aspen Institute | - | 555 | $173,335,713 | $14,204,160 | $25,593iApproximate average salary by contribution assumption: employee only about $639,827 at 4% or $426,551 at 6%; with 50% employer match about $426,551 at 4% or $284,368 at 6%; with 100% employer match about $319,914 at 4% or $213,276 at 6%. |
| The Aspen Institute Health Benefit Plan | - | 524 | - | - | - |
| 2022 | 2 | 531 | $143,569,816 | $10,604,802 | $19,971iApproximate average salary by contribution assumption: employee only about $499,284 at 4% or $332,856 at 6%; with 50% employer match about $332,856 at 4% or $221,904 at 6%; with 100% employer match about $249,642 at 4% or $166,428 at 6%. |
| Tiaa-Cref Retirement Plan for All Employees of the Aspen Institute | - | 531 | $143,569,816 | $10,604,802 | $19,971iApproximate average salary by contribution assumption: employee only about $499,284 at 4% or $332,856 at 6%; with 50% employer match about $332,856 at 4% or $221,904 at 6%; with 100% employer match about $249,642 at 4% or $166,428 at 6%. |
| The Aspen Institute Health Benefit Plan | - | 492 | - | - | - |
| 2021 | 2 | 506 | $161,536,134 | $10,053,015 | $19,868iApproximate average salary by contribution assumption: employee only about $496,690 at 4% or $331,127 at 6%; with 50% employer match about $331,127 at 4% or $220,751 at 6%; with 100% employer match about $248,345 at 4% or $165,563 at 6%. |
| Tiaa-Cref Retirement Plan for All Employees of the Aspen Institute | - | 506 | $161,536,134 | $10,053,015 | $19,868iApproximate average salary by contribution assumption: employee only about $496,690 at 4% or $331,127 at 6%; with 50% employer match about $331,127 at 4% or $220,751 at 6%; with 100% employer match about $248,345 at 4% or $165,563 at 6%. |
| The Aspen Institute Health Benefit Plan | - | 450 | - | - | - |
| 2020 | 2 | 483 | $138,285,112 | $9,713,677 | $20,111iApproximate average salary by contribution assumption: employee only about $502,778 at 4% or $335,186 at 6%; with 50% employer match about $335,186 at 4% or $223,457 at 6%; with 100% employer match about $251,389 at 4% or $167,593 at 6%. |
| Tiaa-Cref Retirement Plan for All Employees of the Aspen Institute | - | 483 | $138,285,112 | $9,713,677 | $20,111iApproximate average salary by contribution assumption: employee only about $502,778 at 4% or $335,186 at 6%; with 50% employer match about $335,186 at 4% or $223,457 at 6%; with 100% employer match about $251,389 at 4% or $167,593 at 6%. |
| The Aspen Institute Health Benefit Plan | - | 450 | - | - | - |
| 2019 | 2 | 488 | $118,167,080 | $10,137,415 | $20,773iApproximate average salary by contribution assumption: employee only about $519,335 at 4% or $346,223 at 6%; with 50% employer match about $346,223 at 4% or $230,815 at 6%; with 100% employer match about $259,667 at 4% or $173,112 at 6%. |
| Tiaa-Cref Retirement Plan for All Employees of the Aspen Institute | - | 454 | $118,167,080 | $10,137,415 | $22,329iApproximate average salary by contribution assumption: employee only about $558,228 at 4% or $372,152 at 6%; with 50% employer match about $372,152 at 4% or $248,101 at 6%; with 100% employer match about $279,114 at 4% or $186,076 at 6%. |
| The Aspen Institute Health Benefit Plan | - | 488 | - | - | - |
| 2018 | 2 | 434 | $98,213,612 | $8,517,841 | $19,626iApproximate average salary by contribution assumption: employee only about $490,659 at 4% or $327,106 at 6%; with 50% employer match about $327,106 at 4% or $218,071 at 6%; with 100% employer match about $245,330 at 4% or $163,553 at 6%. |
| Tiaa-Cref Retirement Plan for All Employees of the Aspen Institute | - | 434 | $98,213,612 | $8,517,841 | $19,626iApproximate average salary by contribution assumption: employee only about $490,659 at 4% or $327,106 at 6%; with 50% employer match about $327,106 at 4% or $218,071 at 6%; with 100% employer match about $245,330 at 4% or $163,553 at 6%. |
| The Aspen Institute Health Benefit Plan | - | 349 | - | - | - |
| 2017 | 2 | 421 | $100,544,398 | $7,551,875 | $17,938iApproximate average salary by contribution assumption: employee only about $448,449 at 4% or $298,966 at 6%; with 50% employer match about $298,966 at 4% or $199,311 at 6%; with 100% employer match about $224,224 at 4% or $149,483 at 6%. |
| Tiaa-Cref Retirement Plan for All Employees of the Aspen Institute | - | 421 | $100,544,398 | $7,551,875 | $17,938iApproximate average salary by contribution assumption: employee only about $448,449 at 4% or $298,966 at 6%; with 50% employer match about $298,966 at 4% or $199,311 at 6%; with 100% employer match about $224,224 at 4% or $149,483 at 6%. |
| The Aspen Institute Health Benefit Plan | - | 369 | - | - | - |
| 2016 | 2 | 355 | $84,320,574 | $7,095,419 | $19,987iApproximate average salary by contribution assumption: employee only about $499,677 at 4% or $333,118 at 6%; with 50% employer match about $333,118 at 4% or $222,079 at 6%; with 100% employer match about $249,839 at 4% or $166,559 at 6%. |
| Tiaa-Cref Retirement Plan for All Employees of the Aspen Institute | - | 355 | $84,320,574 | $7,095,419 | $19,987iApproximate average salary by contribution assumption: employee only about $499,677 at 4% or $333,118 at 6%; with 50% employer match about $333,118 at 4% or $222,079 at 6%; with 100% employer match about $249,839 at 4% or $166,559 at 6%. |
| The Aspen Institute Health Benefit Plan | - | 331 | - | - | - |
| 2015 | 2 | 333 | $76,153,487 | $6,405,287 | $19,235iApproximate average salary by contribution assumption: employee only about $480,877 at 4% or $320,585 at 6%; with 50% employer match about $320,585 at 4% or $213,723 at 6%; with 100% employer match about $240,439 at 4% or $160,292 at 6%. |
| Tiaa-Cref Retirement Plan for All Employees of the Aspen Institute | - | 333 | $76,153,487 | $6,405,287 | $19,235iApproximate average salary by contribution assumption: employee only about $480,877 at 4% or $320,585 at 6%; with 50% employer match about $320,585 at 4% or $213,723 at 6%; with 100% employer match about $240,439 at 4% or $160,292 at 6%. |
| The Aspen Institute Health Benefit Plan | - | 291 | - | - | - |
| 2014 | 2 | 288 | $73,628,655 | $5,229,215 | $18,157iApproximate average salary by contribution assumption: employee only about $453,925 at 4% or $302,617 at 6%; with 50% employer match about $302,617 at 4% or $201,744 at 6%; with 100% employer match about $226,962 at 4% or $151,308 at 6%. |
| Tiaa-Cref Retirement Plan for All Employees of the Aspen Institute | - | 288 | $73,628,655 | $5,229,215 | $18,157iApproximate average salary by contribution assumption: employee only about $453,925 at 4% or $302,617 at 6%; with 50% employer match about $302,617 at 4% or $201,744 at 6%; with 100% employer match about $226,962 at 4% or $151,308 at 6%. |
| The Aspen Institute Health Benefit Plan | - | 262 | - | - | - |
| 2013 | 2 | 414 | $68,601,741 | $4,972,889 | $12,012iApproximate average salary by contribution assumption: employee only about $300,295 at 4% or $200,197 at 6%; with 50% employer match about $200,197 at 4% or $133,465 at 6%; with 100% employer match about $150,148 at 4% or $100,098 at 6%. |
| Tiaa-Cref Retirement Plan for All Employees of the Aspen Institute | - | 301 | $68,601,741 | $4,972,889 | $16,521iApproximate average salary by contribution assumption: employee only about $413,031 at 4% or $275,354 at 6%; with 50% employer match about $275,354 at 4% or $183,569 at 6%; with 100% employer match about $206,515 at 4% or $137,677 at 6%. |
| The Aspen Institute Health Benefit Plan | - | 414 | - | - | - |
| 2012 | 2 | 304 | $58,062,653 | $4,007,970 | $13,184iApproximate average salary by contribution assumption: employee only about $329,603 at 4% or $219,735 at 6%; with 50% employer match about $219,735 at 4% or $146,490 at 6%; with 100% employer match about $164,801 at 4% or $109,868 at 6%. |
| Tiaa-Cref Retirement Plan for All Employees of the Aspen Institute | - | 304 | $58,062,653 | $4,007,970 | $13,184iApproximate average salary by contribution assumption: employee only about $329,603 at 4% or $219,735 at 6%; with 50% employer match about $219,735 at 4% or $146,490 at 6%; with 100% employer match about $164,801 at 4% or $109,868 at 6%. |
| The Aspen Institute Health Benefit Plan | - | 218 | - | - | - |
| 2011 | 2 | 291 | $51,072,257 | $3,942,550 | $13,548iApproximate average salary by contribution assumption: employee only about $338,707 at 4% or $225,805 at 6%; with 50% employer match about $225,805 at 4% or $150,536 at 6%; with 100% employer match about $169,354 at 4% or $112,902 at 6%. |
| Tiaa-Cref Retirement Plan for All Employees of the Aspen Institute | - | 291 | $51,072,257 | $3,942,550 | $13,548iApproximate average salary by contribution assumption: employee only about $338,707 at 4% or $225,805 at 6%; with 50% employer match about $225,805 at 4% or $150,536 at 6%; with 100% employer match about $169,354 at 4% or $112,902 at 6%. |
| The Aspen Institute Health Benefit Plan | - | 206 | - | - | - |
| 2010 | 2 | 264 | $47,893,705 | $6,712,617 | $25,427iApproximate average salary by contribution assumption: employee only about $635,664 at 4% or $423,776 at 6%; with 50% employer match about $423,776 at 4% or $282,518 at 6%; with 100% employer match about $317,832 at 4% or $211,888 at 6%. |
| Tiaa-Cref Retirement Plan for All Employees of the Aspen Institute | - | 264 | $47,893,705 | $6,712,617 | $25,427iApproximate average salary by contribution assumption: employee only about $635,664 at 4% or $423,776 at 6%; with 50% employer match about $423,776 at 4% or $282,518 at 6%; with 100% employer match about $317,832 at 4% or $211,888 at 6%. |
| The Aspen Institute Health Benefit Plan | - | 204 | - | - | - |
| 2009 | 3 | 368 | $76,315,796 | $6,519,690 | $17,717iApproximate average salary by contribution assumption: employee only about $442,914 at 4% or $295,276 at 6%; with 50% employer match about $295,276 at 4% or $196,851 at 6%; with 100% employer match about $221,457 at 4% or $147,638 at 6%. |
| Tiaa-Cref Retirement Plan for All Employees of the Aspen Institute | - | 368 | $38,157,898 | $3,259,845 | $8,858iApproximate average salary by contribution assumption: employee only about $221,457 at 4% or $147,638 at 6%; with 50% employer match about $147,638 at 4% or $98,425 at 6%; with 100% employer match about $110,728 at 4% or $73,819 at 6%. |
| Tiaa-Cref Retirement Plan for All Employees of the Aspen Institute | - | 368 | $38,157,898 | $3,259,845 | $8,858iApproximate average salary by contribution assumption: employee only about $221,457 at 4% or $147,638 at 6%; with 50% employer match about $147,638 at 4% or $98,425 at 6%; with 100% employer match about $110,728 at 4% or $73,819 at 6%. |
| The Aspen Institute Health Benefit Plan | - | 174 | - | - | - |
| 2008 | 2 | 160 | $0 | $0 | - |
| Tiaa-Cref Retirement Plan for All Employees of the Aspen Institute | - | 0 | - | - | - |
| The Aspen Institute Health Benefit Plan | - | 160 | - | - | - |
| 2007 | 2 | 157 | $0 | $0 | - |
| The Aspen Institute Health Benefit Plan | - | 157 | - | - | - |
| Tiaa-Cref Retirement Plan for All Employees of the Aspen Institute | - | 0 | - | - | - |
| 2006 | 2 | 138 | $0 | $0 | - |
| The Aspen Institute Health Benefit Plan | - | 138 | - | - | - |
| Tiaa-Cref Retirement Plan for All Employees of the Aspen Institute | - | 0 | - | - | - |
| 2005 | 2 | 135 | $0 | $0 | - |
| Tiaa-Cref Retirement Plan for All Employees of the Aspen Institute | - | 0 | - | - | - |
| The Aspen Institute Health Benefit Plan | - | 135 | - | - | - |
| 2004 | 2 | 139 | $0 | $0 | - |
| Tiaa-Cref Retirement Plan for All Employees of the Aspen Institute | - | 0 | - | - | - |
| The Aspen Institute Health Benefit Plan | - | 139 | - | - | - |
| 2003 | 2 | 136 | $0 | $0 | - |
| Tiaa-Cref Retirement Plan for All Employees of the Aspen Institute | - | 0 | - | - | - |
| The Aspen Institute Health Benefit Plan | - | 136 | - | - | - |
| 2000 | 1 | 0 | $0 | $0 | - |
| Tiaa-Cref Retirement Plan for All Employees of the Aspen Institute | - | 0 | - | - | - |
| 1999 | 2 | 118 | $0 | $0 | - |
| Tiaa-Cref Retirement Plan for All Employees of the Aspen Institute | - | 0 | - | - | - |
| The Aspen Institute Health Benefit Plan | - | 118 | - | - | - |