Civic Intelligence

Betterment Holdings Inc

Plan context: Betterment 401(K) Savings Plan

EIN 90-0735456 • New York, NY • 19 filings • 2 plans

61 West 23rd Street5th FloorNew York, NY 10010
Current Snapshot

Latest Year

2024

2024 Participants

524

2024 Assets

$89,355,047

2024 Contributions

$14,709,455

Historical Graphs

Total Assets Over Time

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

$89,355,047$44,677,524$0201320192024YearValue
$89,355,047Latest year 2024

Participants Over Time

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

5242620201320192024YearValue
524Latest 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
20242524$89,355,047$14,709,455$28,071iApproximate average salary by contribution assumption: employee only about $701,787 at 4% or $467,858 at 6%; with 50% employer match about $467,858 at 4% or $311,905 at 6%; with 100% employer match about $350,893 at 4% or $233,929 at 6%.
Betterment 401(K) Savings Plan-503$89,355,047$14,709,455$29,243iApproximate average salary by contribution assumption: employee only about $731,086 at 4% or $487,391 at 6%; with 50% employer match about $487,391 at 4% or $324,927 at 6%; with 100% employer match about $365,543 at 4% or $243,695 at 6%.
Betterment Holdings Inc. Welfare Benefits Plan-524---
20232430$66,757,171$10,635,994$24,735iApproximate average salary by contribution assumption: employee only about $618,372 at 4% or $412,248 at 6%; with 50% employer match about $412,248 at 4% or $274,832 at 6%; with 100% employer match about $309,186 at 4% or $206,124 at 6%.
Betterment 401(K) Savings Plan-430$66,757,171$10,635,994$24,735iApproximate average salary by contribution assumption: employee only about $618,372 at 4% or $412,248 at 6%; with 50% employer match about $412,248 at 4% or $274,832 at 6%; with 100% employer match about $309,186 at 4% or $206,124 at 6%.
Betterment Holdings Inc. Welfare Benefits Plan-376---
20222430$48,786,058$11,290,711$26,257iApproximate average salary by contribution assumption: employee only about $656,437 at 4% or $437,624 at 6%; with 50% employer match about $437,624 at 4% or $291,750 at 6%; with 100% employer match about $328,218 at 4% or $218,812 at 6%.
Betterment 401(K) Savings Plan-430$48,786,058$11,290,711$26,257iApproximate average salary by contribution assumption: employee only about $656,437 at 4% or $437,624 at 6%; with 50% employer match about $437,624 at 4% or $291,750 at 6%; with 100% employer match about $328,218 at 4% or $218,812 at 6%.
Betterment Holdings Inc. Welfare Benefits Plan-397---
20212399$45,928,813$10,363,639$25,974iApproximate average salary by contribution assumption: employee only about $649,351 at 4% or $432,901 at 6%; with 50% employer match about $432,901 at 4% or $288,600 at 6%; with 100% employer match about $324,675 at 4% or $216,450 at 6%.
Betterment 401(K) Savings Plan-399$45,928,813$10,363,639$25,974iApproximate average salary by contribution assumption: employee only about $649,351 at 4% or $432,901 at 6%; with 50% employer match about $432,901 at 4% or $288,600 at 6%; with 100% employer match about $324,675 at 4% or $216,450 at 6%.
Betterment Holdings Inc. Welfare Benefits Plan-349---
20202330$31,658,070$5,158,094$15,631iApproximate average salary by contribution assumption: employee only about $390,765 at 4% or $260,510 at 6%; with 50% employer match about $260,510 at 4% or $173,673 at 6%; with 100% employer match about $195,382 at 4% or $130,255 at 6%.
Betterment 401(K) Savings Plan-309$31,658,070$5,158,094$16,693iApproximate average salary by contribution assumption: employee only about $417,322 at 4% or $278,214 at 6%; with 50% employer match about $278,214 at 4% or $185,476 at 6%; with 100% employer match about $208,661 at 4% or $139,107 at 6%.
Betterment Holdings Inc. Welfare Benefits Plan-330---
20192293$24,224,350$5,667,534$19,343iApproximate average salary by contribution assumption: employee only about $483,578 at 4% or $322,385 at 6%; with 50% employer match about $322,385 at 4% or $214,924 at 6%; with 100% employer match about $241,789 at 4% or $161,193 at 6%.
Betterment 401(K) Savings Plan-291$24,224,350$5,667,534$19,476iApproximate average salary by contribution assumption: employee only about $486,902 at 4% or $324,601 at 6%; with 50% employer match about $324,601 at 4% or $216,401 at 6%; with 100% employer match about $243,451 at 4% or $162,301 at 6%.
Betterment Holdings Inc. Welfare Benefits Plan-293---
20182228$15,868,086$4,838,248$21,220iApproximate average salary by contribution assumption: employee only about $530,510 at 4% or $353,673 at 6%; with 50% employer match about $353,673 at 4% or $235,782 at 6%; with 100% employer match about $265,255 at 4% or $176,837 at 6%.
Betterment 401(K) Savings Plan-228$15,868,086$4,838,248$21,220iApproximate average salary by contribution assumption: employee only about $530,510 at 4% or $353,673 at 6%; with 50% employer match about $353,673 at 4% or $235,782 at 6%; with 100% employer match about $265,255 at 4% or $176,837 at 6%.
Betterment Holdings Inc. Welfare Benefits Plan-228---
20171208$12,746,414$5,463,234$26,266iApproximate average salary by contribution assumption: employee only about $656,639 at 4% or $437,759 at 6%; with 50% employer match about $437,759 at 4% or $291,839 at 6%; with 100% employer match about $328,319 at 4% or $218,880 at 6%.
Betterment 401(K) Savings Plan-208$12,746,414$5,463,234$26,266iApproximate average salary by contribution assumption: employee only about $656,639 at 4% or $437,759 at 6%; with 50% employer match about $437,759 at 4% or $291,839 at 6%; with 100% employer match about $328,319 at 4% or $218,880 at 6%.
20161217$6,372,230$3,853,409$17,758iApproximate average salary by contribution assumption: employee only about $443,941 at 4% or $295,961 at 6%; with 50% employer match about $295,961 at 4% or $197,307 at 6%; with 100% employer match about $221,971 at 4% or $147,980 at 6%.
Betterment 401(K) Savings Plan-217$6,372,230$3,853,409$17,758iApproximate average salary by contribution assumption: employee only about $443,941 at 4% or $295,961 at 6%; with 50% employer match about $295,961 at 4% or $197,307 at 6%; with 100% employer match about $221,971 at 4% or $147,980 at 6%.
20151134$2,292,285$1,098,858$8,200iApproximate average salary by contribution assumption: employee only about $205,011 at 4% or $136,674 at 6%; with 50% employer match about $136,674 at 4% or $91,116 at 6%; with 100% employer match about $102,505 at 4% or $68,337 at 6%.
Betterment 401(K) Savings Plan-134$2,292,285$1,098,858$8,200iApproximate average salary by contribution assumption: employee only about $205,011 at 4% or $136,674 at 6%; with 50% employer match about $136,674 at 4% or $91,116 at 6%; with 100% employer match about $102,505 at 4% or $68,337 at 6%.
2014169$1,284,745$832,587$12,066iApproximate average salary by contribution assumption: employee only about $301,662 at 4% or $201,108 at 6%; with 50% employer match about $201,108 at 4% or $134,072 at 6%; with 100% employer match about $150,831 at 4% or $100,554 at 6%.
Betterment 401(K) Savings Plan-69$1,284,745$832,587$12,066iApproximate average salary by contribution assumption: employee only about $301,662 at 4% or $201,108 at 6%; with 50% employer match about $201,108 at 4% or $134,072 at 6%; with 100% employer match about $150,831 at 4% or $100,554 at 6%.
2013135$274,841$270,270$7,722iApproximate average salary by contribution assumption: employee only about $193,050 at 4% or $128,700 at 6%; with 50% employer match about $128,700 at 4% or $85,800 at 6%; with 100% employer match about $96,525 at 4% or $64,350 at 6%.
Betterment 401(K) Savings Plan-35$274,841$270,270$7,722iApproximate average salary by contribution assumption: employee only about $193,050 at 4% or $128,700 at 6%; with 50% employer match about $128,700 at 4% or $85,800 at 6%; with 100% employer match about $96,525 at 4% or $64,350 at 6%.