Civic Intelligence

Delap White Caldwell & Croy LLP

Plan context: Delap White Caldwell & Croy LLP Prototype the Fidelity Retirement Plan

EIN 93-0418710 • Lake Oswego, OR • 32 filings • 7 plans

5885 Meadows Road, Suite 200Lake Oswego, OR 97035
Current Snapshot

Latest Year

2024

2024 Participants

125

2024 Assets

$36,748,417

2024 Contributions

$3,698,413

Historical Graphs

Total Assets Over Time

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

$36,748,417$18,374,209$0199920122024YearValue
$36,748,417Latest year 2024

Participants Over Time

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

125630199920122024YearValue
125Latest 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
20242125$36,748,417$3,698,413$29,587iApproximate average salary by contribution assumption: employee only about $739,683 at 4% or $493,122 at 6%; with 50% employer match about $493,122 at 4% or $328,748 at 6%; with 100% employer match about $369,841 at 4% or $246,561 at 6%.
Delap White Caldwell & Croy LLP Prototype the Fidelity Retirement Plan-125$36,748,417$3,698,413$29,587iApproximate average salary by contribution assumption: employee only about $739,683 at 4% or $493,122 at 6%; with 50% employer match about $493,122 at 4% or $328,748 at 6%; with 100% employer match about $369,841 at 4% or $246,561 at 6%.
Delap LLP Welfare Benefit Plan-111---
20232118$33,057,502$3,093,832$26,219iApproximate average salary by contribution assumption: employee only about $655,473 at 4% or $436,982 at 6%; with 50% employer match about $436,982 at 4% or $291,321 at 6%; with 100% employer match about $327,736 at 4% or $218,491 at 6%.
Delap White Caldwell & Croy LLP Prototype the Fidelity Retirement Plan-118$33,057,502$3,093,832$26,219iApproximate average salary by contribution assumption: employee only about $655,473 at 4% or $436,982 at 6%; with 50% employer match about $436,982 at 4% or $291,321 at 6%; with 100% employer match about $327,736 at 4% or $218,491 at 6%.
Delap LLP Welfare Benefit Plan-112---
20222122$26,091,013$3,044,564$24,955iApproximate average salary by contribution assumption: employee only about $623,886 at 4% or $415,924 at 6%; with 50% employer match about $415,924 at 4% or $277,283 at 6%; with 100% employer match about $311,943 at 4% or $207,962 at 6%.
Delap White Caldwell & Croy LLP Prototype the Fidelity Retirement Plan-122$26,091,013$3,044,564$24,955iApproximate average salary by contribution assumption: employee only about $623,886 at 4% or $415,924 at 6%; with 50% employer match about $415,924 at 4% or $277,283 at 6%; with 100% employer match about $311,943 at 4% or $207,962 at 6%.
Delap LLP Welfare Benefit Plan-102---
20212119$29,991,195$3,123,634$26,249iApproximate average salary by contribution assumption: employee only about $656,226 at 4% or $437,484 at 6%; with 50% employer match about $437,484 at 4% or $291,656 at 6%; with 100% employer match about $328,113 at 4% or $218,742 at 6%.
Delap White Caldwell & Croy LLP Prototype the Fidelity Retirement Plan-119$29,991,195$3,123,634$26,249iApproximate average salary by contribution assumption: employee only about $656,226 at 4% or $437,484 at 6%; with 50% employer match about $437,484 at 4% or $291,656 at 6%; with 100% employer match about $328,113 at 4% or $218,742 at 6%.
Delap LLP Welfare Benefit Plan-97---
20202117$24,754,444$2,609,510$22,304iApproximate average salary by contribution assumption: employee only about $557,588 at 4% or $371,725 at 6%; with 50% employer match about $371,725 at 4% or $247,817 at 6%; with 100% employer match about $278,794 at 4% or $185,863 at 6%.
Delap White Caldwell & Croy LLP Prototype the Fidelity Retirement Plan-117$24,754,444$2,609,510$22,304iApproximate average salary by contribution assumption: employee only about $557,588 at 4% or $371,725 at 6%; with 50% employer match about $371,725 at 4% or $247,817 at 6%; with 100% employer match about $278,794 at 4% or $185,863 at 6%.
Delap LLP Welfare Benefit Plan-100---
20191107$19,551,998$2,406,703$22,493iApproximate average salary by contribution assumption: employee only about $562,314 at 4% or $374,876 at 6%; with 50% employer match about $374,876 at 4% or $249,917 at 6%; with 100% employer match about $281,157 at 4% or $187,438 at 6%.
Delap White Caldwell & Croy LLP Prototype the Fidelity Retirement Plan-107$19,551,998$2,406,703$22,493iApproximate average salary by contribution assumption: employee only about $562,314 at 4% or $374,876 at 6%; with 50% employer match about $374,876 at 4% or $249,917 at 6%; with 100% employer match about $281,157 at 4% or $187,438 at 6%.
2018197$15,403,632$2,434,523$25,098iApproximate average salary by contribution assumption: employee only about $627,454 at 4% or $418,303 at 6%; with 50% employer match about $418,303 at 4% or $278,869 at 6%; with 100% employer match about $313,727 at 4% or $209,151 at 6%.
Delap White Caldwell & Croy LLP Prototype the Fidelity Retirement Plan-97$15,403,632$2,434,523$25,098iApproximate average salary by contribution assumption: employee only about $627,454 at 4% or $418,303 at 6%; with 50% employer match about $418,303 at 4% or $278,869 at 6%; with 100% employer match about $313,727 at 4% or $209,151 at 6%.
20171100$16,579,903$2,291,854$22,919iApproximate average salary by contribution assumption: employee only about $572,964 at 4% or $381,976 at 6%; with 50% employer match about $381,976 at 4% or $254,650 at 6%; with 100% employer match about $286,482 at 4% or $190,988 at 6%.
Delap White Caldwell & Croy LLP Prototype the Fidelity Retirement Plan-100$16,579,903$2,291,854$22,919iApproximate average salary by contribution assumption: employee only about $572,964 at 4% or $381,976 at 6%; with 50% employer match about $381,976 at 4% or $254,650 at 6%; with 100% employer match about $286,482 at 4% or $190,988 at 6%.
20161100$12,824,395$2,342,879$23,429iApproximate average salary by contribution assumption: employee only about $585,720 at 4% or $390,480 at 6%; with 50% employer match about $390,480 at 4% or $260,320 at 6%; with 100% employer match about $292,860 at 4% or $195,240 at 6%.
Delap White Caldwell & Croy LLP Prototype the Fidelity Retirement Plan-100$12,824,395$2,342,879$23,429iApproximate average salary by contribution assumption: employee only about $585,720 at 4% or $390,480 at 6%; with 50% employer match about $390,480 at 4% or $260,320 at 6%; with 100% employer match about $292,860 at 4% or $195,240 at 6%.
2015176$11,089,376$1,585,430$20,861iApproximate average salary by contribution assumption: employee only about $521,523 at 4% or $347,682 at 6%; with 50% employer match about $347,682 at 4% or $231,788 at 6%; with 100% employer match about $260,762 at 4% or $173,841 at 6%.
Delap White Caldwell & Croy LLP Prototype the Fidelity Retirement Plan-76$11,089,376$1,585,430$20,861iApproximate average salary by contribution assumption: employee only about $521,523 at 4% or $347,682 at 6%; with 50% employer match about $347,682 at 4% or $231,788 at 6%; with 100% employer match about $260,762 at 4% or $173,841 at 6%.
2014170$12,720,431$1,135,090$16,216iApproximate average salary by contribution assumption: employee only about $405,389 at 4% or $270,260 at 6%; with 50% employer match about $270,260 at 4% or $180,173 at 6%; with 100% employer match about $202,695 at 4% or $135,130 at 6%.
Delap White Caldwell & Croy LLP Prototype the Fidelity Retirement Plan-70$12,720,431$1,135,090$16,216iApproximate average salary by contribution assumption: employee only about $405,389 at 4% or $270,260 at 6%; with 50% employer match about $270,260 at 4% or $180,173 at 6%; with 100% employer match about $202,695 at 4% or $135,130 at 6%.
2013162$12,439,594$1,120,970$18,080iApproximate average salary by contribution assumption: employee only about $452,004 at 4% or $301,336 at 6%; with 50% employer match about $301,336 at 4% or $200,891 at 6%; with 100% employer match about $226,002 at 4% or $150,668 at 6%.
Delap White Caldwell & Croy LLP Prototype the Fidelity Retirement Plan-62$12,439,594$1,120,970$18,080iApproximate average salary by contribution assumption: employee only about $452,004 at 4% or $301,336 at 6%; with 50% employer match about $301,336 at 4% or $200,891 at 6%; with 100% employer match about $226,002 at 4% or $150,668 at 6%.
2012159$10,749,841$1,128,190$19,122iApproximate average salary by contribution assumption: employee only about $478,047 at 4% or $318,698 at 6%; with 50% employer match about $318,698 at 4% or $212,465 at 6%; with 100% employer match about $239,023 at 4% or $159,349 at 6%.
Delap White Caldwell & Croy LLP Prototype the Fidelity Retirement Plan-59$10,749,841$1,128,190$19,122iApproximate average salary by contribution assumption: employee only about $478,047 at 4% or $318,698 at 6%; with 50% employer match about $318,698 at 4% or $212,465 at 6%; with 100% employer match about $239,023 at 4% or $159,349 at 6%.
2011174$12,947,269$839,321$11,342iApproximate average salary by contribution assumption: employee only about $283,554 at 4% or $189,036 at 6%; with 50% employer match about $189,036 at 4% or $126,024 at 6%; with 100% employer match about $141,777 at 4% or $94,518 at 6%.
Delap White Caldwell & Croy LLP Prototype the Fidelity Retirement Plan-74$12,947,269$839,321$11,342iApproximate average salary by contribution assumption: employee only about $283,554 at 4% or $189,036 at 6%; with 50% employer match about $189,036 at 4% or $126,024 at 6%; with 100% employer match about $141,777 at 4% or $94,518 at 6%.
2010163$12,852,533$1,521,822$24,156iApproximate average salary by contribution assumption: employee only about $603,898 at 4% or $402,598 at 6%; with 50% employer match about $402,598 at 4% or $268,399 at 6%; with 100% employer match about $301,949 at 4% or $201,299 at 6%.
Delap White Caldwell & Croy LLP Prototype the Fidelity Retirement Plan-63$12,852,533$1,521,822$24,156iApproximate average salary by contribution assumption: employee only about $603,898 at 4% or $402,598 at 6%; with 50% employer match about $402,598 at 4% or $268,399 at 6%; with 100% employer match about $301,949 at 4% or $201,299 at 6%.
2009173$10,508,657$945,518$12,952iApproximate average salary by contribution assumption: employee only about $323,808 at 4% or $215,872 at 6%; with 50% employer match about $215,872 at 4% or $143,914 at 6%; with 100% employer match about $161,904 at 4% or $107,936 at 6%.
Delap White Caldwell & Croy LLP Prototype the Fidelity Retirement Plan-73$10,508,657$945,518$12,952iApproximate average salary by contribution assumption: employee only about $323,808 at 4% or $215,872 at 6%; with 50% employer match about $215,872 at 4% or $143,914 at 6%; with 100% employer match about $161,904 at 4% or $107,936 at 6%.
2008148$8,399,321$879,926$18,332iApproximate average salary by contribution assumption: employee only about $458,295 at 4% or $305,530 at 6%; with 50% employer match about $305,530 at 4% or $203,687 at 6%; with 100% employer match about $229,147 at 4% or $152,765 at 6%.
Delap White Caldwell & Croy LLP Prototype the Fidelity Retirement Plan-48$8,399,321$879,926$18,332iApproximate average salary by contribution assumption: employee only about $458,295 at 4% or $305,530 at 6%; with 50% employer match about $305,530 at 4% or $203,687 at 6%; with 100% employer match about $229,147 at 4% or $152,765 at 6%.
2007141$11,610,318$929,860$22,680iApproximate average salary by contribution assumption: employee only about $566,988 at 4% or $377,992 at 6%; with 50% employer match about $377,992 at 4% or $251,995 at 6%; with 100% employer match about $283,494 at 4% or $188,996 at 6%.
Delap White Caldwell & Croy LLP Prototype the Fidelity Retirement Plan-41$11,610,318$929,860$22,680iApproximate average salary by contribution assumption: employee only about $566,988 at 4% or $377,992 at 6%; with 50% employer match about $377,992 at 4% or $251,995 at 6%; with 100% employer match about $283,494 at 4% or $188,996 at 6%.
2006140$9,959,910$904,672$22,617iApproximate average salary by contribution assumption: employee only about $565,420 at 4% or $376,947 at 6%; with 50% employer match about $376,947 at 4% or $251,298 at 6%; with 100% employer match about $282,710 at 4% or $188,473 at 6%.
Delap White Caldwell & Croy LLP Prototype the Fidelity Retirement Plan-40$9,959,910$904,672$22,617iApproximate average salary by contribution assumption: employee only about $565,420 at 4% or $376,947 at 6%; with 50% employer match about $376,947 at 4% or $251,298 at 6%; with 100% employer match about $282,710 at 4% or $188,473 at 6%.
2005133$7,982,929$750,172$22,732iApproximate average salary by contribution assumption: employee only about $568,312 at 4% or $378,875 at 6%; with 50% employer match about $378,875 at 4% or $252,583 at 6%; with 100% employer match about $284,156 at 4% or $189,437 at 6%.
Delap White Caldwell & Croy LLP Prototype the Fidelity Retirement Plan-33$7,982,929$750,172$22,732iApproximate average salary by contribution assumption: employee only about $568,312 at 4% or $378,875 at 6%; with 50% employer match about $378,875 at 4% or $252,583 at 6%; with 100% employer match about $284,156 at 4% or $189,437 at 6%.
2004129$6,431,561$630,650$21,747iApproximate average salary by contribution assumption: employee only about $543,664 at 4% or $362,443 at 6%; with 50% employer match about $362,443 at 4% or $241,628 at 6%; with 100% employer match about $271,832 at 4% or $181,221 at 6%.
Delap White Caldwell & Croy LLP Prototype the Fidelity Retirement Plan-29$6,431,561$630,650$21,747iApproximate average salary by contribution assumption: employee only about $543,664 at 4% or $362,443 at 6%; with 50% employer match about $362,443 at 4% or $241,628 at 6%; with 100% employer match about $271,832 at 4% or $181,221 at 6%.
2003127$5,255,131$578,877$21,440iApproximate average salary by contribution assumption: employee only about $535,997 at 4% or $357,331 at 6%; with 50% employer match about $357,331 at 4% or $238,221 at 6%; with 100% employer match about $267,999 at 4% or $178,666 at 6%.
Delap White Caldwell & Croy LLP Prototype the Fidelity Retirement Plan-27$5,255,131$578,877$21,440iApproximate average salary by contribution assumption: employee only about $535,997 at 4% or $357,331 at 6%; with 50% employer match about $357,331 at 4% or $238,221 at 6%; with 100% employer match about $267,999 at 4% or $178,666 at 6%.
2002127$4,376,475$554,796$20,548iApproximate average salary by contribution assumption: employee only about $513,700 at 4% or $342,467 at 6%; with 50% employer match about $342,467 at 4% or $228,311 at 6%; with 100% employer match about $256,850 at 4% or $171,233 at 6%.
Delap White Caldwell & Croy LLP Prototype the Fidelity Retirement Plan-27$4,376,475$554,796$20,548iApproximate average salary by contribution assumption: employee only about $513,700 at 4% or $342,467 at 6%; with 50% employer match about $342,467 at 4% or $228,311 at 6%; with 100% employer match about $256,850 at 4% or $171,233 at 6%.
2001120$0$0-
Delap White Caldwell & Croy LLP Prototype the Fidelity Retirement Plan-20---
2000221$5,441,730$257,937$12,283iApproximate average salary by contribution assumption: employee only about $307,068 at 4% or $204,712 at 6%; with 50% employer match about $204,712 at 4% or $136,475 at 6%; with 100% employer match about $153,534 at 4% or $102,356 at 6%.
Delap White Caldwell & Croy LLP Prototype the Fidelity Retirement Plan-21$5,441,730$257,937$12,283iApproximate average salary by contribution assumption: employee only about $307,068 at 4% or $204,712 at 6%; with 50% employer match about $204,712 at 4% or $136,475 at 6%; with 100% employer match about $153,534 at 4% or $102,356 at 6%.
Delap LLP Welfare Benefit Plan-0---
1999119$5,827,900$224,885$11,836iApproximate average salary by contribution assumption: employee only about $295,901 at 4% or $197,268 at 6%; with 50% employer match about $197,268 at 4% or $131,512 at 6%; with 100% employer match about $147,951 at 4% or $98,634 at 6%.
Delap White Caldwell & Croy LLP Prototype the Fidelity Retirement Plan-19$5,827,900$224,885$11,836iApproximate average salary by contribution assumption: employee only about $295,901 at 4% or $197,268 at 6%; with 50% employer match about $197,268 at 4% or $131,512 at 6%; with 100% employer match about $147,951 at 4% or $98,634 at 6%.