METRO INSTITUTE, INC.
Plan context: METRO INSTITUTE 401(K) PLAN
EIN 86-0975964 • Phoenix, AZ • 9 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$212,415
2025 Contributions
$17,749
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 4 | $212,415 | $17,749 | $4,437iApproximate average salary by contribution assumption: employee only about $110,931 at 4% or $73,954 at 6%; with 50% employer match about $73,954 at 4% or $49,303 at 6%; with 100% employer match about $55,466 at 4% or $36,977 at 6%. |
| METRO INSTITUTE 401(K) PLAN | - | 4 | $212,415 | $17,749 | $4,437iApproximate average salary by contribution assumption: employee only about $110,931 at 4% or $73,954 at 6%; with 50% employer match about $73,954 at 4% or $49,303 at 6%; with 100% employer match about $55,466 at 4% or $36,977 at 6%. |
| 2024 | 1 | 4 | $172,529 | $112,725 | $28,181iApproximate average salary by contribution assumption: employee only about $704,531 at 4% or $469,688 at 6%; with 50% employer match about $469,688 at 4% or $313,125 at 6%; with 100% employer match about $352,266 at 4% or $234,844 at 6%. |
| METRO INSTITUTE 401(K) PLAN | - | 4 | $172,529 | $112,725 | $28,181iApproximate average salary by contribution assumption: employee only about $704,531 at 4% or $469,688 at 6%; with 50% employer match about $469,688 at 4% or $313,125 at 6%; with 100% employer match about $352,266 at 4% or $234,844 at 6%. |
| 2023 | 1 | 3 | $81,903 | $12,642 | $4,214iApproximate average salary by contribution assumption: employee only about $105,350 at 4% or $70,233 at 6%; with 50% employer match about $70,233 at 4% or $46,822 at 6%; with 100% employer match about $52,675 at 4% or $35,117 at 6%. |
| METRO INSTITUTE 401(K) PLAN | - | 3 | $81,903 | $12,642 | $4,214iApproximate average salary by contribution assumption: employee only about $105,350 at 4% or $70,233 at 6%; with 50% employer match about $70,233 at 4% or $46,822 at 6%; with 100% employer match about $52,675 at 4% or $35,117 at 6%. |
| 2022 | 1 | 3 | $59,419 | $14,733 | $4,911iApproximate average salary by contribution assumption: employee only about $122,775 at 4% or $81,850 at 6%; with 50% employer match about $81,850 at 4% or $54,567 at 6%; with 100% employer match about $61,388 at 4% or $40,925 at 6%. |
| METRO INSTITUTE 401(K) PLAN | - | 3 | $59,419 | $14,733 | $4,911iApproximate average salary by contribution assumption: employee only about $122,775 at 4% or $81,850 at 6%; with 50% employer match about $81,850 at 4% or $54,567 at 6%; with 100% employer match about $61,388 at 4% or $40,925 at 6%. |
| 2021 | 1 | 3 | $57,223 | $25,734 | $8,578iApproximate average salary by contribution assumption: employee only about $214,450 at 4% or $142,967 at 6%; with 50% employer match about $142,967 at 4% or $95,311 at 6%; with 100% employer match about $107,225 at 4% or $71,483 at 6%. |
| METRO INSTITUTE 401(K) PLAN AND TRUST | - | 3 | $57,223 | $25,734 | $8,578iApproximate average salary by contribution assumption: employee only about $214,450 at 4% or $142,967 at 6%; with 50% employer match about $142,967 at 4% or $95,311 at 6%; with 100% employer match about $107,225 at 4% or $71,483 at 6%. |
| 2020 | 1 | 3 | $27,141 | $8,184 | $2,728iApproximate average salary by contribution assumption: employee only about $68,200 at 4% or $45,467 at 6%; with 50% employer match about $45,467 at 4% or $30,311 at 6%; with 100% employer match about $34,100 at 4% or $22,733 at 6%. |
| METRO INSTITUTE 401(K) PLAN AND TRUST | - | 3 | $27,141 | $8,184 | $2,728iApproximate average salary by contribution assumption: employee only about $68,200 at 4% or $45,467 at 6%; with 50% employer match about $45,467 at 4% or $30,311 at 6%; with 100% employer match about $34,100 at 4% or $22,733 at 6%. |
| 2019 | 1 | 3 | $14,958 | $7,220 | $2,407iApproximate average salary by contribution assumption: employee only about $60,167 at 4% or $40,111 at 6%; with 50% employer match about $40,111 at 4% or $26,741 at 6%; with 100% employer match about $30,083 at 4% or $20,056 at 6%. |
| METRO INSTITUTE 401(K) PLAN AND TRUST | - | 3 | $14,958 | $7,220 | $2,407iApproximate average salary by contribution assumption: employee only about $60,167 at 4% or $40,111 at 6%; with 50% employer match about $40,111 at 4% or $26,741 at 6%; with 100% employer match about $30,083 at 4% or $20,056 at 6%. |
| 2018 | 1 | 2 | $5,952 | $3,429 | $1,715iApproximate average salary by contribution assumption: employee only about $42,863 at 4% or $28,575 at 6%; with 50% employer match about $28,575 at 4% or $19,050 at 6%; with 100% employer match about $21,431 at 4% or $14,288 at 6%. |
| METRO INSTITUTE 401(K) PLAN AND TRUST | - | 2 | $5,952 | $3,429 | $1,715iApproximate average salary by contribution assumption: employee only about $42,863 at 4% or $28,575 at 6%; with 50% employer match about $28,575 at 4% or $19,050 at 6%; with 100% employer match about $21,431 at 4% or $14,288 at 6%. |
| 2017 | 1 | 2 | $3,320 | $3,075 | $1,538iApproximate average salary by contribution assumption: employee only about $38,438 at 4% or $25,625 at 6%; with 50% employer match about $25,625 at 4% or $17,083 at 6%; with 100% employer match about $19,219 at 4% or $12,813 at 6%. |
| METRO INSTITUTE 401(K) PLAN AND TRUST | - | 2 | $3,320 | $3,075 | $1,538iApproximate average salary by contribution assumption: employee only about $38,438 at 4% or $25,625 at 6%; with 50% employer match about $25,625 at 4% or $17,083 at 6%; with 100% employer match about $19,219 at 4% or $12,813 at 6%. |