Current Snapshot
Latest Year
2024
2024 Participants
2,200
2024 Assets
$139,761,165
2024 Contributions
$26,933,282
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 | 2,200 | $139,761,165 | $26,933,282 | $12,242iApproximate average salary by contribution assumption: employee only about $306,060 at 4% or $204,040 at 6%; with 50% employer match about $204,040 at 4% or $136,027 at 6%; with 100% employer match about $153,030 at 4% or $102,020 at 6%. |
| Ashfield Retirement Plan | - | 2,200 | $139,761,165 | $26,933,282 | $12,242iApproximate average salary by contribution assumption: employee only about $306,060 at 4% or $204,040 at 6%; with 50% employer match about $204,040 at 4% or $136,027 at 6%; with 100% employer match about $153,030 at 4% or $102,020 at 6%. |
| 2023 | 2 | 2,181 | $107,775,638 | $26,245,727 | $12,034iApproximate average salary by contribution assumption: employee only about $300,845 at 4% or $200,563 at 6%; with 50% employer match about $200,563 at 4% or $133,709 at 6%; with 100% employer match about $150,423 at 4% or $100,282 at 6%. |
| Ashfield Retirement Plan | - | 2,181 | $107,775,638 | $26,245,727 | $12,034iApproximate average salary by contribution assumption: employee only about $300,845 at 4% or $200,563 at 6%; with 50% employer match about $200,563 at 4% or $133,709 at 6%; with 100% employer match about $150,423 at 4% or $100,282 at 6%. |
| Ashfield Healthcare Health and Welfare Plan | - | 0 | - | - | - |
| 2022 | 2 | 2,295 | $77,387,635 | $19,570,113 | $8,527iApproximate average salary by contribution assumption: employee only about $213,182 at 4% or $142,121 at 6%; with 50% employer match about $142,121 at 4% or $94,748 at 6%; with 100% employer match about $106,591 at 4% or $71,061 at 6%. |
| Ashfield Retirement Plan | - | 2,295 | $77,387,635 | $19,570,113 | $8,527iApproximate average salary by contribution assumption: employee only about $213,182 at 4% or $142,121 at 6%; with 50% employer match about $142,121 at 4% or $94,748 at 6%; with 100% employer match about $106,591 at 4% or $71,061 at 6%. |
| Ashfield Healthcare Health and Welfare Plan | - | 1,515 | - | - | - |
| 2021 | 2 | 1,799 | $70,817,321 | $16,176,715 | $8,992iApproximate average salary by contribution assumption: employee only about $224,801 at 4% or $149,868 at 6%; with 50% employer match about $149,868 at 4% or $99,912 at 6%; with 100% employer match about $112,401 at 4% or $74,934 at 6%. |
| Ashfield Retirement Plan | - | 1,692 | $70,817,321 | $16,176,715 | $9,561iApproximate average salary by contribution assumption: employee only about $239,018 at 4% or $159,345 at 6%; with 50% employer match about $159,345 at 4% or $106,230 at 6%; with 100% employer match about $119,509 at 4% or $79,673 at 6%. |
| Ashfield Healthcare Health and Welfare Plan | - | 1,799 | - | - | - |
| 2020 | 2 | 1,829 | $57,660,348 | $13,795,468 | $7,543iApproximate average salary by contribution assumption: employee only about $188,566 at 4% or $125,710 at 6%; with 50% employer match about $125,710 at 4% or $83,807 at 6%; with 100% employer match about $94,283 at 4% or $62,855 at 6%. |
| Ashfield Retirement Plan | - | 1,829 | $57,660,348 | $13,795,468 | $7,543iApproximate average salary by contribution assumption: employee only about $188,566 at 4% or $125,710 at 6%; with 50% employer match about $125,710 at 4% or $83,807 at 6%; with 100% employer match about $94,283 at 4% or $62,855 at 6%. |
| Ashfield Healthcare Health and Welfare Plan | - | 1,699 | - | - | - |
| 2019 | 2 | 1,362 | $27,432,495 | $8,113,324 | $5,957iApproximate average salary by contribution assumption: employee only about $148,923 at 4% or $99,282 at 6%; with 50% employer match about $99,282 at 4% or $66,188 at 6%; with 100% employer match about $74,461 at 4% or $49,641 at 6%. |
| Ashfield Retirement Plan | - | 1,362 | $27,432,495 | $8,113,324 | $5,957iApproximate average salary by contribution assumption: employee only about $148,923 at 4% or $99,282 at 6%; with 50% employer match about $99,282 at 4% or $66,188 at 6%; with 100% employer match about $74,461 at 4% or $49,641 at 6%. |
| Ashfield Healthcare Health and Welfare Plan | - | 1,360 | - | - | - |
| 2018 | 2 | 1,594 | $18,945,353 | $6,984,974 | $4,382iApproximate average salary by contribution assumption: employee only about $109,551 at 4% or $73,034 at 6%; with 50% employer match about $73,034 at 4% or $48,689 at 6%; with 100% employer match about $54,776 at 4% or $36,517 at 6%. |
| Ashfield Retirement Plan | - | 1,594 | $18,945,353 | $6,984,974 | $4,382iApproximate average salary by contribution assumption: employee only about $109,551 at 4% or $73,034 at 6%; with 50% employer match about $73,034 at 4% or $48,689 at 6%; with 100% employer match about $54,776 at 4% or $36,517 at 6%. |
| Ashfield Healthcare Health and Welfare Plan | - | 1,372 | - | - | - |
| 2017 | 2 | 1,591 | $17,420,618 | $7,429,510 | $4,670iApproximate average salary by contribution assumption: employee only about $116,743 at 4% or $77,829 at 6%; with 50% employer match about $77,829 at 4% or $51,886 at 6%; with 100% employer match about $58,371 at 4% or $38,914 at 6%. |
| Ashfield Retirement Plan | - | 1,591 | $17,420,618 | $7,429,510 | $4,670iApproximate average salary by contribution assumption: employee only about $116,743 at 4% or $77,829 at 6%; with 50% employer match about $77,829 at 4% or $51,886 at 6%; with 100% employer match about $58,371 at 4% or $38,914 at 6%. |
| Ashfield Healthcare Health and Welfare Plan | - | 1,316 | - | - | - |
| 2016 | 1 | 1,344 | $9,879,295 | $3,754,505 | $2,794iApproximate average salary by contribution assumption: employee only about $69,838 at 4% or $46,559 at 6%; with 50% employer match about $46,559 at 4% or $31,039 at 6%; with 100% employer match about $34,919 at 4% or $23,279 at 6%. |
| Ashfield Retirement Plan | - | 1,344 | $9,879,295 | $3,754,505 | $2,794iApproximate average salary by contribution assumption: employee only about $69,838 at 4% or $46,559 at 6%; with 50% employer match about $46,559 at 4% or $31,039 at 6%; with 100% employer match about $34,919 at 4% or $23,279 at 6%. |
| 2015 | 1 | 543 | $7,497,545 | $2,176,370 | $4,008iApproximate average salary by contribution assumption: employee only about $100,201 at 4% or $66,801 at 6%; with 50% employer match about $66,801 at 4% or $44,534 at 6%; with 100% employer match about $50,101 at 4% or $33,400 at 6%. |
| Ashfield Retirement Plan | - | 543 | $7,497,545 | $2,176,370 | $4,008iApproximate average salary by contribution assumption: employee only about $100,201 at 4% or $66,801 at 6%; with 50% employer match about $66,801 at 4% or $44,534 at 6%; with 100% employer match about $50,101 at 4% or $33,400 at 6%. |
| 2014 | 1 | 419 | $6,222,475 | $1,434,839 | $3,424iApproximate average salary by contribution assumption: employee only about $85,611 at 4% or $57,074 at 6%; with 50% employer match about $57,074 at 4% or $38,049 at 6%; with 100% employer match about $42,805 at 4% or $28,537 at 6%. |
| Ashfield Retirement Plan | - | 419 | $6,222,475 | $1,434,839 | $3,424iApproximate average salary by contribution assumption: employee only about $85,611 at 4% or $57,074 at 6%; with 50% employer match about $57,074 at 4% or $38,049 at 6%; with 100% employer match about $42,805 at 4% or $28,537 at 6%. |
| 2013 | 1 | 362 | $5,099,805 | $1,372,362 | $3,791iApproximate average salary by contribution assumption: employee only about $94,776 at 4% or $63,184 at 6%; with 50% employer match about $63,184 at 4% or $42,123 at 6%; with 100% employer match about $47,388 at 4% or $31,592 at 6%. |
| Ashfield Retirement Plan | - | 362 | $5,099,805 | $1,372,362 | $3,791iApproximate average salary by contribution assumption: employee only about $94,776 at 4% or $63,184 at 6%; with 50% employer match about $63,184 at 4% or $42,123 at 6%; with 100% employer match about $47,388 at 4% or $31,592 at 6%. |