JUNIOR ACHIEVEMENT, INC.
Plan context: Junior Achievement USA Health and Welfare Benefit Trust
EIN 84-1223492 • Colorado Springs, CO • 25 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
1,155
2024 Assets
$9,147,789
2024 Contributions
$11,831,933
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 | 1 | 1,155 | $9,147,789 | $11,831,933 | $10,244iApproximate average salary by contribution assumption: employee only about $256,102 at 4% or $170,735 at 6%; with 50% employer match about $170,735 at 4% or $113,823 at 6%; with 100% employer match about $128,051 at 4% or $85,367 at 6%. |
| Junior Achievement USA Health and Welfare Benefit Trust | - | 1,155 | $9,147,789 | $11,831,933 | $10,244iApproximate average salary by contribution assumption: employee only about $256,102 at 4% or $170,735 at 6%; with 50% employer match about $170,735 at 4% or $113,823 at 6%; with 100% employer match about $128,051 at 4% or $85,367 at 6%. |
| 2023 | 1 | 1,388 | $7,337,928 | $10,750,392 | $7,745iApproximate average salary by contribution assumption: employee only about $193,631 at 4% or $129,087 at 6%; with 50% employer match about $129,087 at 4% or $86,058 at 6%; with 100% employer match about $96,815 at 4% or $64,544 at 6%. |
| Junior Achievement USA Health and Welfare Benefit Trust | - | 1,388 | $7,337,928 | $10,750,392 | $7,745iApproximate average salary by contribution assumption: employee only about $193,631 at 4% or $129,087 at 6%; with 50% employer match about $129,087 at 4% or $86,058 at 6%; with 100% employer match about $96,815 at 4% or $64,544 at 6%. |
| 2022 | 1 | 1,295 | $6,343,467 | $9,015,889 | $6,962iApproximate average salary by contribution assumption: employee only about $174,052 at 4% or $116,035 at 6%; with 50% employer match about $116,035 at 4% or $77,356 at 6%; with 100% employer match about $87,026 at 4% or $58,017 at 6%. |
| Junior Achievement USA Health and Welfare Benefit Trust | - | 1,295 | $6,343,467 | $9,015,889 | $6,962iApproximate average salary by contribution assumption: employee only about $174,052 at 4% or $116,035 at 6%; with 50% employer match about $116,035 at 4% or $77,356 at 6%; with 100% employer match about $87,026 at 4% or $58,017 at 6%. |
| 2021 | 1 | 1,125 | $6,896,881 | $8,042,532 | $7,149iApproximate average salary by contribution assumption: employee only about $178,723 at 4% or $119,149 at 6%; with 50% employer match about $119,149 at 4% or $79,432 at 6%; with 100% employer match about $89,361 at 4% or $59,574 at 6%. |
| Junior Achievement USA Health and Welfare Benefit Trust | - | 1,125 | $6,896,881 | $8,042,532 | $7,149iApproximate average salary by contribution assumption: employee only about $178,723 at 4% or $119,149 at 6%; with 50% employer match about $119,149 at 4% or $79,432 at 6%; with 100% employer match about $89,361 at 4% or $59,574 at 6%. |
| 2020 | 1 | 1,037 | $8,536,592 | $7,969,722 | $7,685iApproximate average salary by contribution assumption: employee only about $192,134 at 4% or $128,089 at 6%; with 50% employer match about $128,089 at 4% or $85,393 at 6%; with 100% employer match about $96,067 at 4% or $64,045 at 6%. |
| Junior Achievement USA Health and Welfare Benefit Trust | - | 1,037 | $8,536,592 | $7,969,722 | $7,685iApproximate average salary by contribution assumption: employee only about $192,134 at 4% or $128,089 at 6%; with 50% employer match about $128,089 at 4% or $85,393 at 6%; with 100% employer match about $96,067 at 4% or $64,045 at 6%. |
| 2019 | 1 | 1,176 | $7,064,362 | $9,098,012 | $7,736iApproximate average salary by contribution assumption: employee only about $193,410 at 4% or $128,940 at 6%; with 50% employer match about $128,940 at 4% or $85,960 at 6%; with 100% employer match about $96,705 at 4% or $64,470 at 6%. |
| Junior Achievement USA Health and Welfare Benefit Trust | - | 1,176 | $7,064,362 | $9,098,012 | $7,736iApproximate average salary by contribution assumption: employee only about $193,410 at 4% or $128,940 at 6%; with 50% employer match about $128,940 at 4% or $85,960 at 6%; with 100% employer match about $96,705 at 4% or $64,470 at 6%. |
| 2018 | 1 | 1,200 | $7,090,532 | $7,395,038 | $6,163iApproximate average salary by contribution assumption: employee only about $154,063 at 4% or $102,709 at 6%; with 50% employer match about $102,709 at 4% or $68,473 at 6%; with 100% employer match about $77,032 at 4% or $51,354 at 6%. |
| Junior Achievement USA Health and Welfare Benefit Trust | - | 1,200 | $7,090,532 | $7,395,038 | $6,163iApproximate average salary by contribution assumption: employee only about $154,063 at 4% or $102,709 at 6%; with 50% employer match about $102,709 at 4% or $68,473 at 6%; with 100% employer match about $77,032 at 4% or $51,354 at 6%. |
| 2017 | 1 | 1,159 | $7,440,336 | $7,186,842 | $6,201iApproximate average salary by contribution assumption: employee only about $155,022 at 4% or $103,348 at 6%; with 50% employer match about $103,348 at 4% or $68,899 at 6%; with 100% employer match about $77,511 at 4% or $51,674 at 6%. |
| Junior Achievement USA Health and Welfare Benefit Trust | - | 1,159 | $7,440,336 | $7,186,842 | $6,201iApproximate average salary by contribution assumption: employee only about $155,022 at 4% or $103,348 at 6%; with 50% employer match about $103,348 at 4% or $68,899 at 6%; with 100% employer match about $77,511 at 4% or $51,674 at 6%. |
| 2016 | 1 | 1,081 | $7,701,762 | $7,518,353 | $6,955iApproximate average salary by contribution assumption: employee only about $173,875 at 4% or $115,917 at 6%; with 50% employer match about $115,917 at 4% or $77,278 at 6%; with 100% employer match about $86,937 at 4% or $57,958 at 6%. |
| Junior Achievement USA Health and Welfare Benefit Trust | - | 1,081 | $7,701,762 | $7,518,353 | $6,955iApproximate average salary by contribution assumption: employee only about $173,875 at 4% or $115,917 at 6%; with 50% employer match about $115,917 at 4% or $77,278 at 6%; with 100% employer match about $86,937 at 4% or $57,958 at 6%. |
| 2015 | 1 | 1,013 | $6,540,973 | $7,053,644 | $6,963iApproximate average salary by contribution assumption: employee only about $174,078 at 4% or $116,052 at 6%; with 50% employer match about $116,052 at 4% or $77,368 at 6%; with 100% employer match about $87,039 at 4% or $58,026 at 6%. |
| Junior Achievement USA Health and Welfare Benefit Trust | - | 1,013 | $6,540,973 | $7,053,644 | $6,963iApproximate average salary by contribution assumption: employee only about $174,078 at 4% or $116,052 at 6%; with 50% employer match about $116,052 at 4% or $77,368 at 6%; with 100% employer match about $87,039 at 4% or $58,026 at 6%. |
| 2014 | 1 | 977 | $5,551,770 | $6,484,706 | $6,637iApproximate average salary by contribution assumption: employee only about $165,934 at 4% or $110,623 at 6%; with 50% employer match about $110,623 at 4% or $73,749 at 6%; with 100% employer match about $82,967 at 4% or $55,311 at 6%. |
| Junior Achievement USA Health and Welfare Benefit Trust | - | 977 | $5,551,770 | $6,484,706 | $6,637iApproximate average salary by contribution assumption: employee only about $165,934 at 4% or $110,623 at 6%; with 50% employer match about $110,623 at 4% or $73,749 at 6%; with 100% employer match about $82,967 at 4% or $55,311 at 6%. |
| 2013 | 1 | 927 | $5,648,835 | $6,331,929 | $6,831iApproximate average salary by contribution assumption: employee only about $170,764 at 4% or $113,843 at 6%; with 50% employer match about $113,843 at 4% or $75,895 at 6%; with 100% employer match about $85,382 at 4% or $56,921 at 6%. |
| Junior Achievement USA Health and Welfare Benefit Trust | - | 927 | $5,648,835 | $6,331,929 | $6,831iApproximate average salary by contribution assumption: employee only about $170,764 at 4% or $113,843 at 6%; with 50% employer match about $113,843 at 4% or $75,895 at 6%; with 100% employer match about $85,382 at 4% or $56,921 at 6%. |
| 2012 | 1 | 648 | $5,238,352 | $6,012,364 | $9,278iApproximate average salary by contribution assumption: employee only about $231,958 at 4% or $154,639 at 6%; with 50% employer match about $154,639 at 4% or $103,093 at 6%; with 100% employer match about $115,979 at 4% or $77,319 at 6%. |
| Junior Achievement USA Health and Welfare Benefit Trust | - | 648 | $5,238,352 | $6,012,364 | $9,278iApproximate average salary by contribution assumption: employee only about $231,958 at 4% or $154,639 at 6%; with 50% employer match about $154,639 at 4% or $103,093 at 6%; with 100% employer match about $115,979 at 4% or $77,319 at 6%. |
| 2011 | 1 | 769 | $4,862,348 | $5,349,998 | $6,957iApproximate average salary by contribution assumption: employee only about $173,927 at 4% or $115,951 at 6%; with 50% employer match about $115,951 at 4% or $77,301 at 6%; with 100% employer match about $86,964 at 4% or $57,976 at 6%. |
| Junior Achievement USA Health and Welfare Benefit Trust | - | 769 | $4,862,348 | $5,349,998 | $6,957iApproximate average salary by contribution assumption: employee only about $173,927 at 4% or $115,951 at 6%; with 50% employer match about $115,951 at 4% or $77,301 at 6%; with 100% employer match about $86,964 at 4% or $57,976 at 6%. |
| 2010 | 1 | 812 | $4,896,238 | $5,730,244 | $7,057iApproximate average salary by contribution assumption: employee only about $176,424 at 4% or $117,616 at 6%; with 50% employer match about $117,616 at 4% or $78,411 at 6%; with 100% employer match about $88,212 at 4% or $58,808 at 6%. |
| Junior Achievement USA Health and Welfare Benefit Trust | - | 812 | $4,896,238 | $5,730,244 | $7,057iApproximate average salary by contribution assumption: employee only about $176,424 at 4% or $117,616 at 6%; with 50% employer match about $117,616 at 4% or $78,411 at 6%; with 100% employer match about $88,212 at 4% or $58,808 at 6%. |
| 2009 | 1 | 728 | $3,624,718 | $5,961,488 | $8,189iApproximate average salary by contribution assumption: employee only about $204,721 at 4% or $136,481 at 6%; with 50% employer match about $136,481 at 4% or $90,987 at 6%; with 100% employer match about $102,361 at 4% or $68,240 at 6%. |
| Junior Achievement USA Health and Welfare Benefit Trust | - | 728 | $3,624,718 | $5,961,488 | $8,189iApproximate average salary by contribution assumption: employee only about $204,721 at 4% or $136,481 at 6%; with 50% employer match about $136,481 at 4% or $90,987 at 6%; with 100% employer match about $102,361 at 4% or $68,240 at 6%. |
| 2008 | 1 | 898 | $2,144,276 | $6,643,340 | $7,398iApproximate average salary by contribution assumption: employee only about $184,948 at 4% or $123,299 at 6%; with 50% employer match about $123,299 at 4% or $82,199 at 6%; with 100% employer match about $92,474 at 4% or $61,649 at 6%. |
| Junior Achievement USA Health and Welfare Benefit Trust | - | 898 | $2,144,276 | $6,643,340 | $7,398iApproximate average salary by contribution assumption: employee only about $184,948 at 4% or $123,299 at 6%; with 50% employer match about $123,299 at 4% or $82,199 at 6%; with 100% employer match about $92,474 at 4% or $61,649 at 6%. |
| 2007 | 1 | 928 | $1,463,798 | $6,470,860 | $6,973iApproximate average salary by contribution assumption: employee only about $174,323 at 4% or $116,215 at 6%; with 50% employer match about $116,215 at 4% or $77,477 at 6%; with 100% employer match about $87,161 at 4% or $58,108 at 6%. |
| Junior Achievement USA Health and Welfare Benefit Trust | - | 928 | $1,463,798 | $6,470,860 | $6,973iApproximate average salary by contribution assumption: employee only about $174,323 at 4% or $116,215 at 6%; with 50% employer match about $116,215 at 4% or $77,477 at 6%; with 100% employer match about $87,161 at 4% or $58,108 at 6%. |
| 2006 | 1 | 963 | $2,456,435 | $6,209,748 | $6,448iApproximate average salary by contribution assumption: employee only about $161,208 at 4% or $107,472 at 6%; with 50% employer match about $107,472 at 4% or $71,648 at 6%; with 100% employer match about $80,604 at 4% or $53,736 at 6%. |
| Junior Achievement USA Health and Welfare Benefit Trust | - | 963 | $2,456,435 | $6,209,748 | $6,448iApproximate average salary by contribution assumption: employee only about $161,208 at 4% or $107,472 at 6%; with 50% employer match about $107,472 at 4% or $71,648 at 6%; with 100% employer match about $80,604 at 4% or $53,736 at 6%. |
| 2005 | 1 | 932 | $2,142,484 | $5,730,949 | $6,149iApproximate average salary by contribution assumption: employee only about $153,727 at 4% or $102,485 at 6%; with 50% employer match about $102,485 at 4% or $68,323 at 6%; with 100% employer match about $76,864 at 4% or $51,242 at 6%. |
| Junior Achievement USA Health and Welfare Benefit Trust | - | 932 | $2,142,484 | $5,730,949 | $6,149iApproximate average salary by contribution assumption: employee only about $153,727 at 4% or $102,485 at 6%; with 50% employer match about $102,485 at 4% or $68,323 at 6%; with 100% employer match about $76,864 at 4% or $51,242 at 6%. |
| 2004 | 1 | 892 | $1,905,789 | $5,510,163 | $6,177iApproximate average salary by contribution assumption: employee only about $154,433 at 4% or $102,955 at 6%; with 50% employer match about $102,955 at 4% or $68,637 at 6%; with 100% employer match about $77,216 at 4% or $51,478 at 6%. |
| Junior Achievement USA Health and Welfare Benefit Trust | - | 892 | $1,905,789 | $5,510,163 | $6,177iApproximate average salary by contribution assumption: employee only about $154,433 at 4% or $102,955 at 6%; with 50% employer match about $102,955 at 4% or $68,637 at 6%; with 100% employer match about $77,216 at 4% or $51,478 at 6%. |
| 2003 | 1 | 864 | $1,534,089 | $5,188,043 | $6,005iApproximate average salary by contribution assumption: employee only about $150,117 at 4% or $100,078 at 6%; with 50% employer match about $100,078 at 4% or $66,719 at 6%; with 100% employer match about $75,058 at 4% or $50,039 at 6%. |
| Junior Achievement USA Health and Welfare Benefit Trust | - | 864 | $1,534,089 | $5,188,043 | $6,005iApproximate average salary by contribution assumption: employee only about $150,117 at 4% or $100,078 at 6%; with 50% employer match about $100,078 at 4% or $66,719 at 6%; with 100% employer match about $75,058 at 4% or $50,039 at 6%. |
| 2002 | 1 | 881 | $1,687,388 | $4,978,971 | $5,651iApproximate average salary by contribution assumption: employee only about $141,287 at 4% or $94,192 at 6%; with 50% employer match about $94,192 at 4% or $62,794 at 6%; with 100% employer match about $70,644 at 4% or $47,096 at 6%. |
| Junior Achievement USA Health and Welfare Benefit Trust | - | 881 | $1,687,388 | $4,978,971 | $5,651iApproximate average salary by contribution assumption: employee only about $141,287 at 4% or $94,192 at 6%; with 50% employer match about $94,192 at 4% or $62,794 at 6%; with 100% employer match about $70,644 at 4% or $47,096 at 6%. |
| 2001 | 1 | 932 | $1,933,402 | $4,639,778 | $4,978iApproximate average salary by contribution assumption: employee only about $124,458 at 4% or $82,972 at 6%; with 50% employer match about $82,972 at 4% or $55,314 at 6%; with 100% employer match about $62,229 at 4% or $41,486 at 6%. |
| Junior Achievement USA Health and Welfare Benefit Trust | - | 932 | $1,933,402 | $4,639,778 | $4,978iApproximate average salary by contribution assumption: employee only about $124,458 at 4% or $82,972 at 6%; with 50% employer match about $82,972 at 4% or $55,314 at 6%; with 100% employer match about $62,229 at 4% or $41,486 at 6%. |
| 2000 | 1 | 967 | $0 | $0 | - |
| Junior Achievement USA Health and Welfare Benefit Trust | - | 967 | - | - | - |