Civic Intelligence

National Endowment for Financial Ed

Plan context: National Endowment for Financial Education Pension Plan

EIN 84-0632115 • Denver, CO • 52 filings • 6 plans

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1550 Market StreetSuite 475Denver, CO 80202
Current Snapshot

Latest Year

2024

2024 Participants

52

2024 Assets

$7,327,386

2024 Contributions

$734,475

Historical Graphs

Total Assets Over Time

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

$10,183,774$5,091,887$0199920132024YearValue
$7,327,386Latest year 2024

Participants Over Time

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

52260199920122024YearValue
52Latest 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
2024252$7,327,386$734,475$14,125iApproximate average salary by contribution assumption: employee only about $353,113 at 4% or $235,409 at 6%; with 50% employer match about $235,409 at 4% or $156,939 at 6%; with 100% employer match about $176,556 at 4% or $117,704 at 6%.
National Endowment for Financial Education Pension Plan-30$4,191,624$430,000$14,333iApproximate average salary by contribution assumption: employee only about $358,333 at 4% or $238,889 at 6%; with 50% employer match about $238,889 at 4% or $159,259 at 6%; with 100% employer match about $179,167 at 4% or $119,444 at 6%.
National Endowment for Financial Education 403(B) Plan-52$3,135,762$304,475$5,855iApproximate average salary by contribution assumption: employee only about $146,382 at 4% or $97,588 at 6%; with 50% employer match about $97,588 at 4% or $65,059 at 6%; with 100% employer match about $73,191 at 4% or $48,794 at 6%.
2023252$6,668,786$857,268$16,486iApproximate average salary by contribution assumption: employee only about $412,148 at 4% or $274,765 at 6%; with 50% employer match about $274,765 at 4% or $183,177 at 6%; with 100% employer match about $206,074 at 4% or $137,383 at 6%.
National Endowment for Financial Education Pension Plan-32$3,653,744$350,000$10,938iApproximate average salary by contribution assumption: employee only about $273,438 at 4% or $182,292 at 6%; with 50% employer match about $182,292 at 4% or $121,528 at 6%; with 100% employer match about $136,719 at 4% or $91,146 at 6%.
National Endowment for Financial Education 403(B) Plan-52$3,015,042$507,268$9,755iApproximate average salary by contribution assumption: employee only about $243,879 at 4% or $162,586 at 6%; with 50% employer match about $162,586 at 4% or $108,391 at 6%; with 100% employer match about $121,939 at 4% or $81,293 at 6%.
2022248$4,995,575$607,491$12,656iApproximate average salary by contribution assumption: employee only about $316,402 at 4% or $210,934 at 6%; with 50% employer match about $210,934 at 4% or $140,623 at 6%; with 100% employer match about $158,201 at 4% or $105,467 at 6%.
National Endowment for Financial Education Pension Plan-30$2,944,979$315,000$10,500iApproximate average salary by contribution assumption: employee only about $262,500 at 4% or $175,000 at 6%; with 50% employer match about $175,000 at 4% or $116,667 at 6%; with 100% employer match about $131,250 at 4% or $87,500 at 6%.
National Endowment for Financial Education 403(B) Plan-48$2,050,596$292,491$6,094iApproximate average salary by contribution assumption: employee only about $152,339 at 4% or $101,559 at 6%; with 50% employer match about $101,559 at 4% or $67,706 at 6%; with 100% employer match about $76,170 at 4% or $50,780 at 6%.
2021242$5,473,004$797,612$18,991iApproximate average salary by contribution assumption: employee only about $474,769 at 4% or $316,513 at 6%; with 50% employer match about $316,513 at 4% or $211,008 at 6%; with 100% employer match about $237,385 at 4% or $158,256 at 6%.
National Endowment for Financial Education Pension Plan-26$3,176,312$500,000$19,231iApproximate average salary by contribution assumption: employee only about $480,769 at 4% or $320,513 at 6%; with 50% employer match about $320,513 at 4% or $213,675 at 6%; with 100% employer match about $240,385 at 4% or $160,256 at 6%.
National Endowment for Financial Education 403(B) Plan-42$2,296,692$297,612$7,086iApproximate average salary by contribution assumption: employee only about $177,150 at 4% or $118,100 at 6%; with 50% employer match about $118,100 at 4% or $78,733 at 6%; with 100% employer match about $88,575 at 4% or $59,050 at 6%.
2020237$4,665,285$754,187$20,383iApproximate average salary by contribution assumption: employee only about $509,586 at 4% or $339,724 at 6%; with 50% employer match about $339,724 at 4% or $226,483 at 6%; with 100% employer match about $254,793 at 4% or $169,862 at 6%.
National Endowment for Financial Education Pension Plan-23$2,605,677$450,000$19,565iApproximate average salary by contribution assumption: employee only about $489,130 at 4% or $326,087 at 6%; with 50% employer match about $326,087 at 4% or $217,391 at 6%; with 100% employer match about $244,565 at 4% or $163,043 at 6%.
National Endowment for Financial Education 403(B) Plan-37$2,059,608$304,187$8,221iApproximate average salary by contribution assumption: employee only about $205,532 at 4% or $137,021 at 6%; with 50% employer match about $137,021 at 4% or $91,347 at 6%; with 100% employer match about $102,766 at 4% or $68,511 at 6%.
2019244$7,779,369$654,158$14,867iApproximate average salary by contribution assumption: employee only about $371,681 at 4% or $247,787 at 6%; with 50% employer match about $247,787 at 4% or $165,191 at 6%; with 100% employer match about $185,840 at 4% or $123,894 at 6%.
National Endowment for Financial Education 403(B) Plan-44$3,904,230$304,158$6,913iApproximate average salary by contribution assumption: employee only about $172,817 at 4% or $115,211 at 6%; with 50% employer match about $115,211 at 4% or $76,808 at 6%; with 100% employer match about $86,409 at 4% or $57,606 at 6%.
National Endowment for Financial Education Pension Plan-28$3,875,139$350,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
2018241$6,530,824$544,983$13,292iApproximate average salary by contribution assumption: employee only about $332,307 at 4% or $221,538 at 6%; with 50% employer match about $221,538 at 4% or $147,692 at 6%; with 100% employer match about $166,153 at 4% or $110,769 at 6%.
National Endowment for Financial Education Pension Plan-26$3,365,407$262,000$10,077iApproximate average salary by contribution assumption: employee only about $251,923 at 4% or $167,949 at 6%; with 50% employer match about $167,949 at 4% or $111,966 at 6%; with 100% employer match about $125,962 at 4% or $83,974 at 6%.
National Endowment for Financial Education 403(B) Plan-41$3,165,417$282,983$6,902iApproximate average salary by contribution assumption: employee only about $172,551 at 4% or $115,034 at 6%; with 50% employer match about $115,034 at 4% or $76,689 at 6%; with 100% employer match about $86,275 at 4% or $57,517 at 6%.
2017226$10,183,774$926,558$35,637iApproximate average salary by contribution assumption: employee only about $890,921 at 4% or $593,947 at 6%; with 50% employer match about $593,947 at 4% or $395,965 at 6%; with 100% employer match about $445,461 at 4% or $296,974 at 6%.
National Endowment for Financial Education Pension Plan-26$6,314,671$655,000$25,192iApproximate average salary by contribution assumption: employee only about $629,808 at 4% or $419,872 at 6%; with 50% employer match about $419,872 at 4% or $279,915 at 6%; with 100% employer match about $314,904 at 4% or $209,936 at 6%.
National Endowment for Financial Education 403(B) Plan-23$3,869,103$271,558$11,807iApproximate average salary by contribution assumption: employee only about $295,172 at 4% or $196,781 at 6%; with 50% employer match about $196,781 at 4% or $131,187 at 6%; with 100% employer match about $147,586 at 4% or $98,391 at 6%.
2016226$8,177,026$1,040,307$40,012iApproximate average salary by contribution assumption: employee only about $1,000,295 at 4% or $666,863 at 6%; with 50% employer match about $666,863 at 4% or $444,576 at 6%; with 100% employer match about $500,148 at 4% or $333,432 at 6%.
National Endowment for Financial Education Pension Plan-26$5,139,421$786,003$30,231iApproximate average salary by contribution assumption: employee only about $755,772 at 4% or $503,848 at 6%; with 50% employer match about $503,848 at 4% or $335,899 at 6%; with 100% employer match about $377,886 at 4% or $251,924 at 6%.
National Endowment for Financial Education 403(B) Plan-23$3,037,605$254,304$11,057iApproximate average salary by contribution assumption: employee only about $276,417 at 4% or $184,278 at 6%; with 50% employer match about $184,278 at 4% or $122,852 at 6%; with 100% employer match about $138,209 at 4% or $92,139 at 6%.
2015227$6,927,140$1,095,335$40,568iApproximate average salary by contribution assumption: employee only about $1,014,199 at 4% or $676,133 at 6%; with 50% employer match about $676,133 at 4% or $450,755 at 6%; with 100% employer match about $507,100 at 4% or $338,066 at 6%.
National Endowment for Financial Education Pension Plan-27$4,148,750$881,000$32,630iApproximate average salary by contribution assumption: employee only about $815,741 at 4% or $543,827 at 6%; with 50% employer match about $543,827 at 4% or $362,551 at 6%; with 100% employer match about $407,870 at 4% or $271,914 at 6%.
National Endowment for Financial Education 403(B) Plan-23$2,778,390$214,335$9,319iApproximate average salary by contribution assumption: employee only about $232,973 at 4% or $155,315 at 6%; with 50% employer match about $155,315 at 4% or $103,543 at 6%; with 100% employer match about $116,486 at 4% or $77,658 at 6%.
2014225$5,703,136$456,936$18,277iApproximate average salary by contribution assumption: employee only about $456,936 at 4% or $304,624 at 6%; with 50% employer match about $304,624 at 4% or $203,083 at 6%; with 100% employer match about $228,468 at 4% or $152,312 at 6%.
National Endowment for Financial Education Pension Plan-25$3,351,123$270,000$10,800iApproximate average salary by contribution assumption: employee only about $270,000 at 4% or $180,000 at 6%; with 50% employer match about $180,000 at 4% or $120,000 at 6%; with 100% employer match about $135,000 at 4% or $90,000 at 6%.
National Endowment for Financial Education 403(B) Plan-21$2,352,013$186,936$8,902iApproximate average salary by contribution assumption: employee only about $222,543 at 4% or $148,362 at 6%; with 50% employer match about $148,362 at 4% or $98,908 at 6%; with 100% employer match about $111,271 at 4% or $74,181 at 6%.
2013225$5,366,257$401,227$16,049iApproximate average salary by contribution assumption: employee only about $401,227 at 4% or $267,485 at 6%; with 50% employer match about $267,485 at 4% or $178,323 at 6%; with 100% employer match about $200,614 at 4% or $133,742 at 6%.
National Endowment for Financial Education Pension Plan-25$3,024,460$187,000$7,480iApproximate average salary by contribution assumption: employee only about $187,000 at 4% or $124,667 at 6%; with 50% employer match about $124,667 at 4% or $83,111 at 6%; with 100% employer match about $93,500 at 4% or $62,333 at 6%.
National Endowment for Financial Education 403(B) Plan-19$2,341,797$214,227$11,275iApproximate average salary by contribution assumption: employee only about $281,878 at 4% or $187,918 at 6%; with 50% employer match about $187,918 at 4% or $125,279 at 6%; with 100% employer match about $140,939 at 4% or $93,959 at 6%.
2012227$4,387,280$639,484$23,685iApproximate average salary by contribution assumption: employee only about $592,115 at 4% or $394,743 at 6%; with 50% employer match about $394,743 at 4% or $263,162 at 6%; with 100% employer match about $296,057 at 4% or $197,372 at 6%.
National Endowment for Financial Education Pension Plan-27$2,561,265$349,483$12,944iApproximate average salary by contribution assumption: employee only about $323,595 at 4% or $215,730 at 6%; with 50% employer match about $215,730 at 4% or $143,820 at 6%; with 100% employer match about $161,798 at 4% or $107,865 at 6%.
National Endowment for Financial Education 403(B) Plan-19$1,826,015$290,001$15,263iApproximate average salary by contribution assumption: employee only about $381,580 at 4% or $254,387 at 6%; with 50% employer match about $254,387 at 4% or $169,591 at 6%; with 100% employer match about $190,790 at 4% or $127,193 at 6%.
2011227$3,489,108$442,995$16,407iApproximate average salary by contribution assumption: employee only about $410,181 at 4% or $273,454 at 6%; with 50% employer match about $273,454 at 4% or $182,302 at 6%; with 100% employer match about $205,090 at 4% or $136,727 at 6%.
National Endowment for Financial Education Pension Plan-27$1,998,184$284,000$10,519iApproximate average salary by contribution assumption: employee only about $262,963 at 4% or $175,309 at 6%; with 50% employer match about $175,309 at 4% or $116,872 at 6%; with 100% employer match about $131,481 at 4% or $87,654 at 6%.
National Endowment for Financial Education 403(B) Plan-22$1,490,924$158,995$7,227iApproximate average salary by contribution assumption: employee only about $180,676 at 4% or $120,451 at 6%; with 50% employer match about $120,451 at 4% or $80,301 at 6%; with 100% employer match about $90,338 at 4% or $60,225 at 6%.
2010227$3,306,334$467,731$17,323iApproximate average salary by contribution assumption: employee only about $433,084 at 4% or $288,723 at 6%; with 50% employer match about $288,723 at 4% or $192,482 at 6%; with 100% employer match about $216,542 at 4% or $144,361 at 6%.
National Endowment for Financial Education Pension Plan-27$1,799,498$237,000$8,778iApproximate average salary by contribution assumption: employee only about $219,444 at 4% or $146,296 at 6%; with 50% employer match about $146,296 at 4% or $97,531 at 6%; with 100% employer match about $109,722 at 4% or $73,148 at 6%.
National Endowment for Financial Education 403(B) Plan-21$1,506,836$230,731$10,987iApproximate average salary by contribution assumption: employee only about $274,680 at 4% or $183,120 at 6%; with 50% employer match about $183,120 at 4% or $122,080 at 6%; with 100% employer match about $137,340 at 4% or $91,560 at 6%.
2009327$2,913,883$304,249$11,268iApproximate average salary by contribution assumption: employee only about $281,712 at 4% or $187,808 at 6%; with 50% employer match about $187,808 at 4% or $125,205 at 6%; with 100% employer match about $140,856 at 4% or $93,904 at 6%.
National Endowment for Financial Education Pension Plan-27$1,632,879$141,000$5,222iApproximate average salary by contribution assumption: employee only about $130,556 at 4% or $87,037 at 6%; with 50% employer match about $87,037 at 4% or $58,025 at 6%; with 100% employer match about $65,278 at 4% or $43,519 at 6%.
National Endowment for Financial Education 403(B) Plan-22$1,281,004$163,249$7,420iApproximate average salary by contribution assumption: employee only about $185,510 at 4% or $123,673 at 6%; with 50% employer match about $123,673 at 4% or $82,449 at 6%; with 100% employer match about $92,755 at 4% or $61,837 at 6%.
National Endowment for Financial Education 403(B) Plan-----
2008222$1,204,905$350,000$15,909iApproximate average salary by contribution assumption: employee only about $397,727 at 4% or $265,152 at 6%; with 50% employer match about $265,152 at 4% or $176,768 at 6%; with 100% employer match about $198,864 at 4% or $132,576 at 6%.
National Endowment for Financial Education Pension Plan-22$1,204,905$350,000$15,909iApproximate average salary by contribution assumption: employee only about $397,727 at 4% or $265,152 at 6%; with 50% employer match about $265,152 at 4% or $176,768 at 6%; with 100% employer match about $198,864 at 4% or $132,576 at 6%.
National Endowment for Financial Education 403(B) Plan-0---
2007223$0$0-
National Endowment for Financial Education 403(B) Plan-0---
National Endowment for Financial Education Pension Plan-23---
2006220$1,516,829$270,000$13,500iApproximate average salary by contribution assumption: employee only about $337,500 at 4% or $225,000 at 6%; with 50% employer match about $225,000 at 4% or $150,000 at 6%; with 100% employer match about $168,750 at 4% or $112,500 at 6%.
National Endowment for Financial Education Pension Plan-20$1,516,829$270,000$13,500iApproximate average salary by contribution assumption: employee only about $337,500 at 4% or $225,000 at 6%; with 50% employer match about $225,000 at 4% or $150,000 at 6%; with 100% employer match about $168,750 at 4% or $112,500 at 6%.
National Endowment for Financial Education 403(B) Plan-0---
2005220$2,382,455$331,500$16,575iApproximate average salary by contribution assumption: employee only about $414,375 at 4% or $276,250 at 6%; with 50% employer match about $276,250 at 4% or $184,167 at 6%; with 100% employer match about $207,188 at 4% or $138,125 at 6%.
National Endowment for Financial Education Pension Plan-20$2,382,455$331,500$16,575iApproximate average salary by contribution assumption: employee only about $414,375 at 4% or $276,250 at 6%; with 50% employer match about $276,250 at 4% or $184,167 at 6%; with 100% employer match about $207,188 at 4% or $138,125 at 6%.
National Endowment for Financial Education 403(B) Plan-0---
2004119$2,588,643$207,000$10,895iApproximate average salary by contribution assumption: employee only about $272,368 at 4% or $181,579 at 6%; with 50% employer match about $181,579 at 4% or $121,053 at 6%; with 100% employer match about $136,184 at 4% or $90,789 at 6%.
National Endowment for Financial Education Pension Plan-19$2,588,643$207,000$10,895iApproximate average salary by contribution assumption: employee only about $272,368 at 4% or $181,579 at 6%; with 50% employer match about $181,579 at 4% or $121,053 at 6%; with 100% employer match about $136,184 at 4% or $90,789 at 6%.
2003217$2,248,614$30,000$1,765iApproximate average salary by contribution assumption: employee only about $44,118 at 4% or $29,412 at 6%; with 50% employer match about $29,412 at 4% or $19,608 at 6%; with 100% employer match about $22,059 at 4% or $14,706 at 6%.
National Endowment for Financial Education Pension Plan-17$2,248,614$30,000$1,765iApproximate average salary by contribution assumption: employee only about $44,118 at 4% or $29,412 at 6%; with 50% employer match about $29,412 at 4% or $19,608 at 6%; with 100% employer match about $22,059 at 4% or $14,706 at 6%.
National Endowment for Financial Education 403(B) Plan-0---
2002217$1,880,011$0-
National Endowment for Financial Education Pension Plan-17$1,880,011--
National Endowment for Financial Education 403(B) Plan-0---
2001217$0$0-
National Endowment for Financial Education Pension Plan-17---
National Endowment for Financial Education 403(B) Plan-0---
2000217$0$0-
National Endowment for Financial Education Pension Plan-17---
National Endowment for Financial Education 403(B) Plan-0---
1999215$2,138,896$0-
National Endowment for Financial Education Pension Plan-15$2,138,896--
National Endowment for Financial Education 403(B) Plan-0---