R.M. Wade & Co.
Plan context: R.M. Wade & Co. 401K and Profit Sharing Plan and Trust
EIN 93-0304960 • Portland, OR • 30 filings • 7 plans
Current Snapshot
Latest Year
2025
2025 Participants
65
2025 Assets
$12,758,298
2025 Contributions
$534,755
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 | 65 | $12,758,298 | $534,755 | $8,227iApproximate average salary by contribution assumption: employee only about $205,675 at 4% or $137,117 at 6%; with 50% employer match about $137,117 at 4% or $91,411 at 6%; with 100% employer match about $102,838 at 4% or $68,558 at 6%. |
| R.M. Wade & Co. 401K and Profit Sharing Plan and Trust | - | 65 | $12,758,298 | $534,755 | $8,227iApproximate average salary by contribution assumption: employee only about $205,675 at 4% or $137,117 at 6%; with 50% employer match about $137,117 at 4% or $91,411 at 6%; with 100% employer match about $102,838 at 4% or $68,558 at 6%. |
| 2024 | 1 | 64 | $11,197,457 | $496,878 | $7,764iApproximate average salary by contribution assumption: employee only about $194,093 at 4% or $129,395 at 6%; with 50% employer match about $129,395 at 4% or $86,264 at 6%; with 100% employer match about $97,046 at 4% or $64,698 at 6%. |
| R.M. Wade & Co. 401K and Profit Sharing Plan and Trust | - | 64 | $11,197,457 | $496,878 | $7,764iApproximate average salary by contribution assumption: employee only about $194,093 at 4% or $129,395 at 6%; with 50% employer match about $129,395 at 4% or $86,264 at 6%; with 100% employer match about $97,046 at 4% or $64,698 at 6%. |
| 2023 | 1 | 64 | $10,260,710 | $449,765 | $7,028iApproximate average salary by contribution assumption: employee only about $175,689 at 4% or $117,126 at 6%; with 50% employer match about $117,126 at 4% or $78,084 at 6%; with 100% employer match about $87,845 at 4% or $58,563 at 6%. |
| R.M. Wade & Co. 401K and Profit Sharing Plan and Trust | - | 64 | $10,260,710 | $449,765 | $7,028iApproximate average salary by contribution assumption: employee only about $175,689 at 4% or $117,126 at 6%; with 50% employer match about $117,126 at 4% or $78,084 at 6%; with 100% employer match about $87,845 at 4% or $58,563 at 6%. |
| 2022 | 1 | 59 | $8,944,011 | $418,937 | $7,101iApproximate average salary by contribution assumption: employee only about $177,516 at 4% or $118,344 at 6%; with 50% employer match about $118,344 at 4% or $78,896 at 6%; with 100% employer match about $88,758 at 4% or $59,172 at 6%. |
| R.M. Wade & Co. 401K and Profit Sharing Plan and Trust | - | 59 | $8,944,011 | $418,937 | $7,101iApproximate average salary by contribution assumption: employee only about $177,516 at 4% or $118,344 at 6%; with 50% employer match about $118,344 at 4% or $78,896 at 6%; with 100% employer match about $88,758 at 4% or $59,172 at 6%. |
| 2021 | 1 | 59 | $13,017,483 | $448,896 | $7,608iApproximate average salary by contribution assumption: employee only about $190,210 at 4% or $126,807 at 6%; with 50% employer match about $126,807 at 4% or $84,538 at 6%; with 100% employer match about $95,105 at 4% or $63,403 at 6%. |
| R.M. Wade & Co. 401K and Profit Sharing Plan and Trust | - | 59 | $13,017,483 | $448,896 | $7,608iApproximate average salary by contribution assumption: employee only about $190,210 at 4% or $126,807 at 6%; with 50% employer match about $126,807 at 4% or $84,538 at 6%; with 100% employer match about $95,105 at 4% or $63,403 at 6%. |
| 2020 | 1 | 59 | $11,694,338 | $413,278 | $7,005iApproximate average salary by contribution assumption: employee only about $175,118 at 4% or $116,745 at 6%; with 50% employer match about $116,745 at 4% or $77,830 at 6%; with 100% employer match about $87,559 at 4% or $58,373 at 6%. |
| R.M. Wade & Co. 401K and Profit Sharing Plan and Trust | - | 59 | $11,694,338 | $413,278 | $7,005iApproximate average salary by contribution assumption: employee only about $175,118 at 4% or $116,745 at 6%; with 50% employer match about $116,745 at 4% or $77,830 at 6%; with 100% employer match about $87,559 at 4% or $58,373 at 6%. |
| 2019 | 1 | 54 | $9,510,699 | $370,921 | $6,869iApproximate average salary by contribution assumption: employee only about $171,723 at 4% or $114,482 at 6%; with 50% employer match about $114,482 at 4% or $76,321 at 6%; with 100% employer match about $85,861 at 4% or $57,241 at 6%. |
| R.M. Wade & Co. 401K and Profit Sharing Plan and Trust | - | 54 | $9,510,699 | $370,921 | $6,869iApproximate average salary by contribution assumption: employee only about $171,723 at 4% or $114,482 at 6%; with 50% employer match about $114,482 at 4% or $76,321 at 6%; with 100% employer match about $85,861 at 4% or $57,241 at 6%. |
| 2018 | 1 | 54 | $7,343,721 | $361,583 | $6,696iApproximate average salary by contribution assumption: employee only about $167,400 at 4% or $111,600 at 6%; with 50% employer match about $111,600 at 4% or $74,400 at 6%; with 100% employer match about $83,700 at 4% or $55,800 at 6%. |
| R.M. Wade & Co. 401K and Profit Sharing Plan and Trust | - | 54 | $7,343,721 | $361,583 | $6,696iApproximate average salary by contribution assumption: employee only about $167,400 at 4% or $111,600 at 6%; with 50% employer match about $111,600 at 4% or $74,400 at 6%; with 100% employer match about $83,700 at 4% or $55,800 at 6%. |
| 2017 | 1 | 52 | $7,522,179 | $336,604 | $6,473iApproximate average salary by contribution assumption: employee only about $161,829 at 4% or $107,886 at 6%; with 50% employer match about $107,886 at 4% or $71,924 at 6%; with 100% employer match about $80,914 at 4% or $53,943 at 6%. |
| R.M. Wade & Co. 401K and Profit Sharing Plan and Trust | - | 52 | $7,522,179 | $336,604 | $6,473iApproximate average salary by contribution assumption: employee only about $161,829 at 4% or $107,886 at 6%; with 50% employer match about $107,886 at 4% or $71,924 at 6%; with 100% employer match about $80,914 at 4% or $53,943 at 6%. |
| 2016 | 1 | 52 | $6,386,244 | $375,099 | $7,213iApproximate average salary by contribution assumption: employee only about $180,336 at 4% or $120,224 at 6%; with 50% employer match about $120,224 at 4% or $80,149 at 6%; with 100% employer match about $90,168 at 4% or $60,112 at 6%. |
| R.M. Wade & Co. 401K and Profit Sharing Plan and Trust | - | 52 | $6,386,244 | $375,099 | $7,213iApproximate average salary by contribution assumption: employee only about $180,336 at 4% or $120,224 at 6%; with 50% employer match about $120,224 at 4% or $80,149 at 6%; with 100% employer match about $90,168 at 4% or $60,112 at 6%. |
| 2015 | 1 | 54 | $5,828,021 | $358,416 | $6,637iApproximate average salary by contribution assumption: employee only about $165,933 at 4% or $110,622 at 6%; with 50% employer match about $110,622 at 4% or $73,748 at 6%; with 100% employer match about $82,967 at 4% or $55,311 at 6%. |
| R.M. Wade & Co. 401K and Profit Sharing Plan and Trust | - | 54 | $5,828,021 | $358,416 | $6,637iApproximate average salary by contribution assumption: employee only about $165,933 at 4% or $110,622 at 6%; with 50% employer match about $110,622 at 4% or $73,748 at 6%; with 100% employer match about $82,967 at 4% or $55,311 at 6%. |
| 2014 | 1 | 58 | $6,233,246 | $361,333 | $6,230iApproximate average salary by contribution assumption: employee only about $155,747 at 4% or $103,831 at 6%; with 50% employer match about $103,831 at 4% or $69,221 at 6%; with 100% employer match about $77,873 at 4% or $51,916 at 6%. |
| R.M. Wade & Co. 401K and Profit Sharing Plan and Trust | - | 58 | $6,233,246 | $361,333 | $6,230iApproximate average salary by contribution assumption: employee only about $155,747 at 4% or $103,831 at 6%; with 50% employer match about $103,831 at 4% or $69,221 at 6%; with 100% employer match about $77,873 at 4% or $51,916 at 6%. |
| 2013 | 1 | 54 | $5,770,471 | $396,611 | $7,345iApproximate average salary by contribution assumption: employee only about $183,616 at 4% or $122,411 at 6%; with 50% employer match about $122,411 at 4% or $81,607 at 6%; with 100% employer match about $91,808 at 4% or $61,205 at 6%. |
| R.M. Wade & Co. 401K and Profit Sharing Plan and Trust | - | 54 | $5,770,471 | $396,611 | $7,345iApproximate average salary by contribution assumption: employee only about $183,616 at 4% or $122,411 at 6%; with 50% employer match about $122,411 at 4% or $81,607 at 6%; with 100% employer match about $91,808 at 4% or $61,205 at 6%. |
| 2012 | 1 | 52 | $4,567,458 | $373,130 | $7,176iApproximate average salary by contribution assumption: employee only about $179,389 at 4% or $119,593 at 6%; with 50% employer match about $119,593 at 4% or $79,729 at 6%; with 100% employer match about $89,695 at 4% or $59,796 at 6%. |
| R.M. Wade & Co. 401K and Profit Sharing Plan and Trust | - | 52 | $4,567,458 | $373,130 | $7,176iApproximate average salary by contribution assumption: employee only about $179,389 at 4% or $119,593 at 6%; with 50% employer match about $119,593 at 4% or $79,729 at 6%; with 100% employer match about $89,695 at 4% or $59,796 at 6%. |
| 2011 | 1 | 50 | $3,851,856 | $272,469 | $5,449iApproximate average salary by contribution assumption: employee only about $136,235 at 4% or $90,823 at 6%; with 50% employer match about $90,823 at 4% or $60,549 at 6%; with 100% employer match about $68,117 at 4% or $45,412 at 6%. |
| R.M. Wade & Co. 401K and Profit Sharing Plan and Trust | - | 50 | $3,851,856 | $272,469 | $5,449iApproximate average salary by contribution assumption: employee only about $136,235 at 4% or $90,823 at 6%; with 50% employer match about $90,823 at 4% or $60,549 at 6%; with 100% employer match about $68,117 at 4% or $45,412 at 6%. |
| 2010 | 1 | 48 | $3,665,670 | $222,706 | $4,640iApproximate average salary by contribution assumption: employee only about $115,993 at 4% or $77,328 at 6%; with 50% employer match about $77,328 at 4% or $51,552 at 6%; with 100% employer match about $57,996 at 4% or $38,664 at 6%. |
| R.M. Wade & Co. 401K and Profit Sharing Plan and Trust | - | 48 | $3,665,670 | $222,706 | $4,640iApproximate average salary by contribution assumption: employee only about $115,993 at 4% or $77,328 at 6%; with 50% employer match about $77,328 at 4% or $51,552 at 6%; with 100% employer match about $57,996 at 4% or $38,664 at 6%. |
| 2009 | 1 | 51 | $3,207,890 | $198,591 | $3,894iApproximate average salary by contribution assumption: employee only about $97,349 at 4% or $64,899 at 6%; with 50% employer match about $64,899 at 4% or $43,266 at 6%; with 100% employer match about $48,674 at 4% or $32,450 at 6%. |
| R.M. Wade & Co. 401K and Profit Sharing Plan and Trust | - | 51 | $3,207,890 | $198,591 | $3,894iApproximate average salary by contribution assumption: employee only about $97,349 at 4% or $64,899 at 6%; with 50% employer match about $64,899 at 4% or $43,266 at 6%; with 100% employer match about $48,674 at 4% or $32,450 at 6%. |
| 2008 | 1 | 19 | $2,727,624 | $203,873 | $10,730iApproximate average salary by contribution assumption: employee only about $268,254 at 4% or $178,836 at 6%; with 50% employer match about $178,836 at 4% or $119,224 at 6%; with 100% employer match about $134,127 at 4% or $89,418 at 6%. |
| R.M. Wade & Co. 401K and Profit Sharing Plan and Trust | - | 19 | $2,727,624 | $203,873 | $10,730iApproximate average salary by contribution assumption: employee only about $268,254 at 4% or $178,836 at 6%; with 50% employer match about $178,836 at 4% or $119,224 at 6%; with 100% employer match about $134,127 at 4% or $89,418 at 6%. |
| 2007 | 1 | 19 | $3,425,482 | $183,537 | $9,660iApproximate average salary by contribution assumption: employee only about $241,496 at 4% or $160,997 at 6%; with 50% employer match about $160,997 at 4% or $107,332 at 6%; with 100% employer match about $120,748 at 4% or $80,499 at 6%. |
| R.M. Wade & Co. 401K and Profit Sharing Plan and Trust | - | 19 | $3,425,482 | $183,537 | $9,660iApproximate average salary by contribution assumption: employee only about $241,496 at 4% or $160,997 at 6%; with 50% employer match about $160,997 at 4% or $107,332 at 6%; with 100% employer match about $120,748 at 4% or $80,499 at 6%. |
| 2006 | 1 | 18 | $3,242,216 | $133,346 | $7,408iApproximate average salary by contribution assumption: employee only about $185,203 at 4% or $123,469 at 6%; with 50% employer match about $123,469 at 4% or $82,312 at 6%; with 100% employer match about $92,601 at 4% or $61,734 at 6%. |
| R.M. Wade & Co. 401K and Profit Sharing Plan and Trust | - | 18 | $3,242,216 | $133,346 | $7,408iApproximate average salary by contribution assumption: employee only about $185,203 at 4% or $123,469 at 6%; with 50% employer match about $123,469 at 4% or $82,312 at 6%; with 100% employer match about $92,601 at 4% or $61,734 at 6%. |
| 2005 | 1 | 14 | $3,148,427 | $106,515 | $7,608iApproximate average salary by contribution assumption: employee only about $190,205 at 4% or $126,804 at 6%; with 50% employer match about $126,804 at 4% or $84,536 at 6%; with 100% employer match about $95,103 at 4% or $63,402 at 6%. |
| R.M. Wade & Co. 401K and Profit Sharing Plan and Trust | - | 14 | $3,148,427 | $106,515 | $7,608iApproximate average salary by contribution assumption: employee only about $190,205 at 4% or $126,804 at 6%; with 50% employer match about $126,804 at 4% or $84,536 at 6%; with 100% employer match about $95,103 at 4% or $63,402 at 6%. |
| 2004 | 1 | 16 | $3,121,307 | $154,823 | $9,676iApproximate average salary by contribution assumption: employee only about $241,911 at 4% or $161,274 at 6%; with 50% employer match about $161,274 at 4% or $107,516 at 6%; with 100% employer match about $120,955 at 4% or $80,637 at 6%. |
| R.M. Wade & Co. 401K and Profit Sharing Plan and Trust | - | 16 | $3,121,307 | $154,823 | $9,676iApproximate average salary by contribution assumption: employee only about $241,911 at 4% or $161,274 at 6%; with 50% employer match about $161,274 at 4% or $107,516 at 6%; with 100% employer match about $120,955 at 4% or $80,637 at 6%. |
| 2003 | 1 | 76 | $3,327,869 | $256,379 | $3,373iApproximate average salary by contribution assumption: employee only about $84,335 at 4% or $56,223 at 6%; with 50% employer match about $56,223 at 4% or $37,482 at 6%; with 100% employer match about $42,168 at 4% or $28,112 at 6%. |
| R.M. Wade & Co. 401K and Profit Sharing Plan and Trust | - | 76 | $3,327,869 | $256,379 | $3,373iApproximate average salary by contribution assumption: employee only about $84,335 at 4% or $56,223 at 6%; with 50% employer match about $56,223 at 4% or $37,482 at 6%; with 100% employer match about $42,168 at 4% or $28,112 at 6%. |
| 2002 | 2 | 86 | $3,176,438 | $263,190 | $3,060iApproximate average salary by contribution assumption: employee only about $76,509 at 4% or $51,006 at 6%; with 50% employer match about $51,006 at 4% or $34,004 at 6%; with 100% employer match about $38,254 at 4% or $25,503 at 6%. |
| R.M. Wade & Co. 401K and Profit Sharing Plan and Trust | - | 86 | $3,176,438 | $263,190 | $3,060iApproximate average salary by contribution assumption: employee only about $76,509 at 4% or $51,006 at 6%; with 50% employer match about $51,006 at 4% or $34,004 at 6%; with 100% employer match about $38,254 at 4% or $25,503 at 6%. |
| R.M. WADE & CO. EMP HEALTH & WELFARE BENEFIT PLAN | - | 79 | - | - | - |
| 2001 | 2 | 84 | $3,579,185 | $338,766 | $4,033iApproximate average salary by contribution assumption: employee only about $100,823 at 4% or $67,215 at 6%; with 50% employer match about $67,215 at 4% or $44,810 at 6%; with 100% employer match about $50,412 at 4% or $33,608 at 6%. |
| R.M. Wade & Co. 401K and Profit Sharing Plan and Trust | - | 84 | $3,579,185 | $338,766 | $4,033iApproximate average salary by contribution assumption: employee only about $100,823 at 4% or $67,215 at 6%; with 50% employer match about $67,215 at 4% or $44,810 at 6%; with 100% employer match about $50,412 at 4% or $33,608 at 6%. |
| R.M. WADE & CO. EMP HEALTH & WELFARE BENEFIT PLAN | - | 84 | - | - | - |
| 2000 | 2 | 123 | $3,698,169 | $407,498 | $3,313iApproximate average salary by contribution assumption: employee only about $82,825 at 4% or $55,217 at 6%; with 50% employer match about $55,217 at 4% or $36,811 at 6%; with 100% employer match about $41,412 at 4% or $27,608 at 6%. |
| R.M. Wade & Co. 401K and Profit Sharing Plan and Trust | - | 112 | $3,698,169 | $407,498 | $3,638iApproximate average salary by contribution assumption: employee only about $90,959 at 4% or $60,640 at 6%; with 50% employer match about $60,640 at 4% or $40,426 at 6%; with 100% employer match about $45,480 at 4% or $30,320 at 6%. |
| R.M. WADE & CO. EMP HEALTH & WELFARE BENEFIT PLAN | - | 123 | - | - | - |
| 1999 | 1 | 114 | $3,466,214 | $360,863 | $3,165iApproximate average salary by contribution assumption: employee only about $79,137 at 4% or $52,758 at 6%; with 50% employer match about $52,758 at 4% or $35,172 at 6%; with 100% employer match about $39,568 at 4% or $26,379 at 6%. |
| R.M. Wade & Co. 401K and Profit Sharing Plan and Trust | - | 114 | $3,466,214 | $360,863 | $3,165iApproximate average salary by contribution assumption: employee only about $79,137 at 4% or $52,758 at 6%; with 50% employer match about $52,758 at 4% or $35,172 at 6%; with 100% employer match about $39,568 at 4% or $26,379 at 6%. |