Wasatch Advisors Inc.
Plan context: Wasatch Advisors Inc. Deferred Profit Sharing Plan & Trust
EIN 87-0319391 • 33 filings • 9 plans
Current Snapshot
Latest Year
2024
2024 Participants
97
2024 Assets
$120,140,055
2024 Contributions
$5,043,521
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 | 97 | $120,140,055 | $5,043,521 | $51,995iApproximate average salary by contribution assumption: employee only about $1,299,877 at 4% or $866,584 at 6%; with 50% employer match about $866,584 at 4% or $577,723 at 6%; with 100% employer match about $649,938 at 4% or $433,292 at 6%. |
| Wasatch Advisors Inc. Deferred Profit Sharing Plan & Trust | - | 97 | $120,140,055 | $5,043,521 | $51,995iApproximate average salary by contribution assumption: employee only about $1,299,877 at 4% or $866,584 at 6%; with 50% employer match about $866,584 at 4% or $577,723 at 6%; with 100% employer match about $649,938 at 4% or $433,292 at 6%. |
| 2023 | 1 | 92 | $106,714,362 | $4,830,120 | $52,501iApproximate average salary by contribution assumption: employee only about $1,312,533 at 4% or $875,022 at 6%; with 50% employer match about $875,022 at 4% or $583,348 at 6%; with 100% employer match about $656,266 at 4% or $437,511 at 6%. |
| Wasatch Advisors Inc. Deferred Profit Sharing Plan & Trust | - | 92 | $106,714,362 | $4,830,120 | $52,501iApproximate average salary by contribution assumption: employee only about $1,312,533 at 4% or $875,022 at 6%; with 50% employer match about $875,022 at 4% or $583,348 at 6%; with 100% employer match about $656,266 at 4% or $437,511 at 6%. |
| 2022 | 1 | 91 | $84,738,476 | $4,303,142 | $47,287iApproximate average salary by contribution assumption: employee only about $1,182,182 at 4% or $788,121 at 6%; with 50% employer match about $788,121 at 4% or $525,414 at 6%; with 100% employer match about $591,091 at 4% or $394,061 at 6%. |
| Wasatch Advisors Inc. Deferred Profit Sharing Plan & Trust | - | 91 | $84,738,476 | $4,303,142 | $47,287iApproximate average salary by contribution assumption: employee only about $1,182,182 at 4% or $788,121 at 6%; with 50% employer match about $788,121 at 4% or $525,414 at 6%; with 100% employer match about $591,091 at 4% or $394,061 at 6%. |
| 2021 | 1 | 86 | $112,619,095 | $3,966,420 | $46,121iApproximate average salary by contribution assumption: employee only about $1,153,029 at 4% or $768,686 at 6%; with 50% employer match about $768,686 at 4% or $512,457 at 6%; with 100% employer match about $576,515 at 4% or $384,343 at 6%. |
| Wasatch Advisors Inc. Deferred Profit Sharing Plan & Trust | - | 86 | $112,619,095 | $3,966,420 | $46,121iApproximate average salary by contribution assumption: employee only about $1,153,029 at 4% or $768,686 at 6%; with 50% employer match about $768,686 at 4% or $512,457 at 6%; with 100% employer match about $576,515 at 4% or $384,343 at 6%. |
| 2020 | 1 | 94 | $96,848,942 | $4,468,368 | $47,536iApproximate average salary by contribution assumption: employee only about $1,188,396 at 4% or $792,264 at 6%; with 50% employer match about $792,264 at 4% or $528,176 at 6%; with 100% employer match about $594,198 at 4% or $396,132 at 6%. |
| Wasatch Advisors Inc. Deferred Profit Sharing Plan & Trust | - | 94 | $96,848,942 | $4,468,368 | $47,536iApproximate average salary by contribution assumption: employee only about $1,188,396 at 4% or $792,264 at 6%; with 50% employer match about $792,264 at 4% or $528,176 at 6%; with 100% employer match about $594,198 at 4% or $396,132 at 6%. |
| 2019 | 1 | 88 | $82,949,230 | $3,559,882 | $40,453iApproximate average salary by contribution assumption: employee only about $1,011,330 at 4% or $674,220 at 6%; with 50% employer match about $674,220 at 4% or $449,480 at 6%; with 100% employer match about $505,665 at 4% or $337,110 at 6%. |
| Wasatch Advisors Inc. Deferred Profit Sharing Plan & Trust | - | 88 | $82,949,230 | $3,559,882 | $40,453iApproximate average salary by contribution assumption: employee only about $1,011,330 at 4% or $674,220 at 6%; with 50% employer match about $674,220 at 4% or $449,480 at 6%; with 100% employer match about $505,665 at 4% or $337,110 at 6%. |
| 2018 | 1 | 82 | $65,088,400 | $3,510,092 | $42,806iApproximate average salary by contribution assumption: employee only about $1,070,150 at 4% or $713,433 at 6%; with 50% employer match about $713,433 at 4% or $475,622 at 6%; with 100% employer match about $535,075 at 4% or $356,717 at 6%. |
| Wasatch Advisors Inc. Deferred Profit Sharing Plan & Trust | - | 82 | $65,088,400 | $3,510,092 | $42,806iApproximate average salary by contribution assumption: employee only about $1,070,150 at 4% or $713,433 at 6%; with 50% employer match about $713,433 at 4% or $475,622 at 6%; with 100% employer match about $535,075 at 4% or $356,717 at 6%. |
| 2017 | 1 | 83 | $68,485,172 | $3,465,652 | $41,755iApproximate average salary by contribution assumption: employee only about $1,043,871 at 4% or $695,914 at 6%; with 50% employer match about $695,914 at 4% or $463,943 at 6%; with 100% employer match about $521,936 at 4% or $347,957 at 6%. |
| Wasatch Advisors Inc. Deferred Profit Sharing Plan & Trust | - | 83 | $68,485,172 | $3,465,652 | $41,755iApproximate average salary by contribution assumption: employee only about $1,043,871 at 4% or $695,914 at 6%; with 50% employer match about $695,914 at 4% or $463,943 at 6%; with 100% employer match about $521,936 at 4% or $347,957 at 6%. |
| 2016 | 1 | 85 | $53,502,837 | $3,421,399 | $40,252iApproximate average salary by contribution assumption: employee only about $1,006,294 at 4% or $670,863 at 6%; with 50% employer match about $670,863 at 4% or $447,242 at 6%; with 100% employer match about $503,147 at 4% or $335,431 at 6%. |
| Wasatch Advisors Inc. Deferred Profit Sharing Plan & Trust | - | 85 | $53,502,837 | $3,421,399 | $40,252iApproximate average salary by contribution assumption: employee only about $1,006,294 at 4% or $670,863 at 6%; with 50% employer match about $670,863 at 4% or $447,242 at 6%; with 100% employer match about $503,147 at 4% or $335,431 at 6%. |
| 2015 | 1 | 87 | $48,269,690 | $3,506,435 | $40,304iApproximate average salary by contribution assumption: employee only about $1,007,596 at 4% or $671,731 at 6%; with 50% employer match about $671,731 at 4% or $447,821 at 6%; with 100% employer match about $503,798 at 4% or $335,865 at 6%. |
| Wasatch Advisors Inc. Deferred Profit Sharing Plan & Trust | - | 87 | $48,269,690 | $3,506,435 | $40,304iApproximate average salary by contribution assumption: employee only about $1,007,596 at 4% or $671,731 at 6%; with 50% employer match about $671,731 at 4% or $447,821 at 6%; with 100% employer match about $503,798 at 4% or $335,865 at 6%. |
| 2014 | 1 | 84 | $46,292,231 | $2,819,569 | $33,566iApproximate average salary by contribution assumption: employee only about $839,157 at 4% or $559,438 at 6%; with 50% employer match about $559,438 at 4% or $372,959 at 6%; with 100% employer match about $419,579 at 4% or $279,719 at 6%. |
| Wasatch Advisors Inc. Deferred Profit Sharing Plan & Trust | - | 84 | $46,292,231 | $2,819,569 | $33,566iApproximate average salary by contribution assumption: employee only about $839,157 at 4% or $559,438 at 6%; with 50% employer match about $559,438 at 4% or $372,959 at 6%; with 100% employer match about $419,579 at 4% or $279,719 at 6%. |
| 2013 | 1 | 77 | $42,387,448 | $2,668,886 | $34,661iApproximate average salary by contribution assumption: employee only about $866,521 at 4% or $577,681 at 6%; with 50% employer match about $577,681 at 4% or $385,121 at 6%; with 100% employer match about $433,261 at 4% or $288,840 at 6%. |
| Wasatch Advisors Inc. Deferred Profit Sharing Plan & Trust | - | 77 | $42,387,448 | $2,668,886 | $34,661iApproximate average salary by contribution assumption: employee only about $866,521 at 4% or $577,681 at 6%; with 50% employer match about $577,681 at 4% or $385,121 at 6%; with 100% employer match about $433,261 at 4% or $288,840 at 6%. |
| 2012 | 1 | 72 | $35,217,863 | $2,296,821 | $31,900iApproximate average salary by contribution assumption: employee only about $797,507 at 4% or $531,672 at 6%; with 50% employer match about $531,672 at 4% or $354,448 at 6%; with 100% employer match about $398,754 at 4% or $265,836 at 6%. |
| Wasatch Advisors Inc. Deferred Profit Sharing Plan & Trust | - | 72 | $35,217,863 | $2,296,821 | $31,900iApproximate average salary by contribution assumption: employee only about $797,507 at 4% or $531,672 at 6%; with 50% employer match about $531,672 at 4% or $354,448 at 6%; with 100% employer match about $398,754 at 4% or $265,836 at 6%. |
| 2011 | 1 | 67 | $32,373,059 | $2,574,146 | $38,420iApproximate average salary by contribution assumption: employee only about $960,502 at 4% or $640,335 at 6%; with 50% employer match about $640,335 at 4% or $426,890 at 6%; with 100% employer match about $480,251 at 4% or $320,167 at 6%. |
| Wasatch Advisors Inc. Deferred Profit Sharing Plan & Trust | - | 67 | $32,373,059 | $2,574,146 | $38,420iApproximate average salary by contribution assumption: employee only about $960,502 at 4% or $640,335 at 6%; with 50% employer match about $640,335 at 4% or $426,890 at 6%; with 100% employer match about $480,251 at 4% or $320,167 at 6%. |
| 2010 | 1 | 72 | $33,019,114 | $2,085,438 | $28,964iApproximate average salary by contribution assumption: employee only about $724,110 at 4% or $482,740 at 6%; with 50% employer match about $482,740 at 4% or $321,827 at 6%; with 100% employer match about $362,055 at 4% or $241,370 at 6%. |
| Wasatch Advisors Inc. Deferred Profit Sharing Plan & Trust | - | 72 | $33,019,114 | $2,085,438 | $28,964iApproximate average salary by contribution assumption: employee only about $724,110 at 4% or $482,740 at 6%; with 50% employer match about $482,740 at 4% or $321,827 at 6%; with 100% employer match about $362,055 at 4% or $241,370 at 6%. |
| 2009 | 1 | 72 | $25,456,025 | $2,985,555 | $41,466iApproximate average salary by contribution assumption: employee only about $1,036,651 at 4% or $691,101 at 6%; with 50% employer match about $691,101 at 4% or $460,734 at 6%; with 100% employer match about $518,326 at 4% or $345,550 at 6%. |
| Wasatch Advisors Inc. Deferred Profit Sharing Plan & Trust | - | 72 | $25,456,025 | $2,985,555 | $41,466iApproximate average salary by contribution assumption: employee only about $1,036,651 at 4% or $691,101 at 6%; with 50% employer match about $691,101 at 4% or $460,734 at 6%; with 100% employer match about $518,326 at 4% or $345,550 at 6%. |
| 2008 | 2 | 87 | $16,291,282 | $2,472,585 | $28,421iApproximate average salary by contribution assumption: employee only about $710,513 at 4% or $473,675 at 6%; with 50% employer match about $473,675 at 4% or $315,784 at 6%; with 100% employer match about $355,256 at 4% or $236,838 at 6%. |
| Wasatch Advisors Inc. Deferred Profit Sharing Plan & Trust | - | 78 | $16,291,282 | $2,472,585 | $31,700iApproximate average salary by contribution assumption: employee only about $792,495 at 4% or $528,330 at 6%; with 50% employer match about $528,330 at 4% or $352,220 at 6%; with 100% employer match about $396,248 at 4% or $264,165 at 6%. |
| WASATCH ADVISORS INC WELFARE BENEFIT PLAN | - | 87 | - | - | - |
| 2007 | 2 | 112 | $27,124,416 | $2,996,569 | $26,755iApproximate average salary by contribution assumption: employee only about $668,877 at 4% or $445,918 at 6%; with 50% employer match about $445,918 at 4% or $297,279 at 6%; with 100% employer match about $334,439 at 4% or $222,959 at 6%. |
| Wasatch Advisors Inc. Deferred Profit Sharing Plan & Trust | - | 112 | $27,124,416 | $2,996,569 | $26,755iApproximate average salary by contribution assumption: employee only about $668,877 at 4% or $445,918 at 6%; with 50% employer match about $445,918 at 4% or $297,279 at 6%; with 100% employer match about $334,439 at 4% or $222,959 at 6%. |
| WASATCH ADVISORS INC WELFARE BENEFIT PLAN | - | 111 | - | - | - |
| 2006 | 3 | 126 | $22,715,124 | $2,546,963 | $20,214iApproximate average salary by contribution assumption: employee only about $505,350 at 4% or $336,900 at 6%; with 50% employer match about $336,900 at 4% or $224,600 at 6%; with 100% employer match about $252,675 at 4% or $168,450 at 6%. |
| Wasatch Advisors Inc. Deferred Profit Sharing Plan & Trust | - | 126 | $22,715,124 | $2,546,963 | $20,214iApproximate average salary by contribution assumption: employee only about $505,350 at 4% or $336,900 at 6%; with 50% employer match about $336,900 at 4% or $224,600 at 6%; with 100% employer match about $252,675 at 4% or $168,450 at 6%. |
| WASATCH ADVISORS CAFETERIA PLAN | - | 43 | - | - | - |
| WASATCH ADVISORS INC WELFARE BENEFIT PLAN | - | 111 | - | - | - |
| 2005 | 2 | 112 | $17,313,564 | $1,889,510 | $16,871iApproximate average salary by contribution assumption: employee only about $421,766 at 4% or $281,177 at 6%; with 50% employer match about $281,177 at 4% or $187,451 at 6%; with 100% employer match about $210,883 at 4% or $140,589 at 6%. |
| Wasatch Advisors Inc. Deferred Profit Sharing Plan & Trust | - | 112 | $17,313,564 | $1,889,510 | $16,871iApproximate average salary by contribution assumption: employee only about $421,766 at 4% or $281,177 at 6%; with 50% employer match about $281,177 at 4% or $187,451 at 6%; with 100% employer match about $210,883 at 4% or $140,589 at 6%. |
| WASATCH ADVISORS CAFETERIA PLAN | - | 43 | - | - | - |
| 2004 | 1 | 87 | $14,098,811 | $1,635,608 | $18,800iApproximate average salary by contribution assumption: employee only about $470,002 at 4% or $313,335 at 6%; with 50% employer match about $313,335 at 4% or $208,890 at 6%; with 100% employer match about $235,001 at 4% or $156,667 at 6%. |
| Wasatch Advisors Inc. Deferred Profit Sharing Plan & Trust | - | 87 | $14,098,811 | $1,635,608 | $18,800iApproximate average salary by contribution assumption: employee only about $470,002 at 4% or $313,335 at 6%; with 50% employer match about $313,335 at 4% or $208,890 at 6%; with 100% employer match about $235,001 at 4% or $156,667 at 6%. |
| 2003 | 1 | 58 | $10,806,774 | $972,746 | $16,771iApproximate average salary by contribution assumption: employee only about $419,287 at 4% or $279,525 at 6%; with 50% employer match about $279,525 at 4% or $186,350 at 6%; with 100% employer match about $209,644 at 4% or $139,762 at 6%. |
| Wasatch Advisors Inc. Deferred Profit Sharing Plan & Trust | - | 58 | $10,806,774 | $972,746 | $16,771iApproximate average salary by contribution assumption: employee only about $419,287 at 4% or $279,525 at 6%; with 50% employer match about $279,525 at 4% or $186,350 at 6%; with 100% employer match about $209,644 at 4% or $139,762 at 6%. |
| 2002 | 2 | 43 | $6,740,438 | $493,552 | $11,478iApproximate average salary by contribution assumption: employee only about $286,949 at 4% or $191,299 at 6%; with 50% employer match about $191,299 at 4% or $127,533 at 6%; with 100% employer match about $143,474 at 4% or $95,650 at 6%. |
| Wasatch Advisors Inc. Deferred Profit Sharing Plan & Trust | - | 43 | $6,740,438 | $187,090 | $4,351iApproximate average salary by contribution assumption: employee only about $108,773 at 4% or $72,516 at 6%; with 50% employer match about $72,516 at 4% or $48,344 at 6%; with 100% employer match about $54,387 at 4% or $36,258 at 6%. |
| WASATCH ADVISORS INC PENSION PLAN AND TRUST | - | 0 | - | $306,462 | - |
| 2001 | 2 | 30 | $0 | $0 | - |
| Wasatch Advisors Inc. Deferred Profit Sharing Plan & Trust | - | 30 | - | - | - |
| WASATCH ADVISORS INC PENSION PLAN AND TRUST | - | 26 | - | - | - |
| 2000 | 2 | 30 | $0 | $0 | - |
| WASATCH ADVISORS INC PENSION PLAN AND TRUST | - | 23 | - | - | - |
| Wasatch Advisors Inc. Deferred Profit Sharing Plan & Trust | - | 30 | - | - | - |