Civic Intelligence

Santa Clara Methodist Retirement Foundation Inc.

Plan context: Santa Clara Methodist Retirement Foundation Inc. 403B Plan

EIN 94-2205588 • Santa Clara, CA • 25 filings • 3 plans

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890 Main StreetSanta Clara, CA 95050-5467
Current Snapshot

Latest Year

2024

2024 Participants

21

2024 Assets

$3,227,961

2024 Contributions

$221,442

Historical Graphs

Total Assets Over Time

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

$3,389,628$1,694,814$0200920172024YearValue
$3,227,961Latest year 2024

Participants Over Time

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

37190200920172024YearValue
21Latest 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
2024121$3,227,961$221,442$10,545iApproximate average salary by contribution assumption: employee only about $263,621 at 4% or $175,748 at 6%; with 50% employer match about $175,748 at 4% or $117,165 at 6%; with 100% employer match about $131,811 at 4% or $87,874 at 6%.
Santa Clara Methodist Retirement Foundation Inc. 403B Plan-21$3,227,961$221,442$10,545iApproximate average salary by contribution assumption: employee only about $263,621 at 4% or $175,748 at 6%; with 50% employer match about $175,748 at 4% or $117,165 at 6%; with 100% employer match about $131,811 at 4% or $87,874 at 6%.
2023123$2,937,370$206,935$8,997iApproximate average salary by contribution assumption: employee only about $224,929 at 4% or $149,953 at 6%; with 50% employer match about $149,953 at 4% or $99,969 at 6%; with 100% employer match about $112,465 at 4% or $74,976 at 6%.
Santa Clara Methodist Retirement Foundation Inc. 403B Plan-23$2,937,370$206,935$8,997iApproximate average salary by contribution assumption: employee only about $224,929 at 4% or $149,953 at 6%; with 50% employer match about $149,953 at 4% or $99,969 at 6%; with 100% employer match about $112,465 at 4% or $74,976 at 6%.
2022126$2,977,596$240,303$9,242iApproximate average salary by contribution assumption: employee only about $231,061 at 4% or $154,040 at 6%; with 50% employer match about $154,040 at 4% or $102,694 at 6%; with 100% employer match about $115,530 at 4% or $77,020 at 6%.
Santa Clara Methodist Retirement Foundation Inc. 403B Plan-26$2,977,596$240,303$9,242iApproximate average salary by contribution assumption: employee only about $231,061 at 4% or $154,040 at 6%; with 50% employer match about $154,040 at 4% or $102,694 at 6%; with 100% employer match about $115,530 at 4% or $77,020 at 6%.
2021137$3,389,628$242,156$6,545iApproximate average salary by contribution assumption: employee only about $163,619 at 4% or $109,079 at 6%; with 50% employer match about $109,079 at 4% or $72,720 at 6%; with 100% employer match about $81,809 at 4% or $54,540 at 6%.
Santa Clara Methodist Retirement Foundation Inc. 403B Plan-37$3,389,628$242,156$6,545iApproximate average salary by contribution assumption: employee only about $163,619 at 4% or $109,079 at 6%; with 50% employer match about $109,079 at 4% or $72,720 at 6%; with 100% employer match about $81,809 at 4% or $54,540 at 6%.
2020132$3,003,534$245,156$7,661iApproximate average salary by contribution assumption: employee only about $191,528 at 4% or $127,685 at 6%; with 50% employer match about $127,685 at 4% or $85,124 at 6%; with 100% employer match about $95,764 at 4% or $63,843 at 6%.
Santa Clara Methodist Retirement Foundation Inc. 403B Plan-32$3,003,534$245,156$7,661iApproximate average salary by contribution assumption: employee only about $191,528 at 4% or $127,685 at 6%; with 50% employer match about $127,685 at 4% or $85,124 at 6%; with 100% employer match about $95,764 at 4% or $63,843 at 6%.
2019131$2,655,708$208,853$6,737iApproximate average salary by contribution assumption: employee only about $168,430 at 4% or $112,287 at 6%; with 50% employer match about $112,287 at 4% or $74,858 at 6%; with 100% employer match about $84,215 at 4% or $56,143 at 6%.
Santa Clara Methodist Retirement Foundation Inc. 403B Plan-31$2,655,708$208,853$6,737iApproximate average salary by contribution assumption: employee only about $168,430 at 4% or $112,287 at 6%; with 50% employer match about $112,287 at 4% or $74,858 at 6%; with 100% employer match about $84,215 at 4% or $56,143 at 6%.
2018120$2,298,708$176,524$8,826iApproximate average salary by contribution assumption: employee only about $220,655 at 4% or $147,103 at 6%; with 50% employer match about $147,103 at 4% or $98,069 at 6%; with 100% employer match about $110,328 at 4% or $73,552 at 6%.
Santa Clara Methodist Retirement Foundation Inc. 403B Plan-20$2,298,708$176,524$8,826iApproximate average salary by contribution assumption: employee only about $220,655 at 4% or $147,103 at 6%; with 50% employer match about $147,103 at 4% or $98,069 at 6%; with 100% employer match about $110,328 at 4% or $73,552 at 6%.
2017116$2,142,442$149,040$9,315iApproximate average salary by contribution assumption: employee only about $232,875 at 4% or $155,250 at 6%; with 50% employer match about $155,250 at 4% or $103,500 at 6%; with 100% employer match about $116,438 at 4% or $77,625 at 6%.
Santa Clara Methodist Retirement Foundation Inc. 403B Plan-16$2,142,442$149,040$9,315iApproximate average salary by contribution assumption: employee only about $232,875 at 4% or $155,250 at 6%; with 50% employer match about $155,250 at 4% or $103,500 at 6%; with 100% employer match about $116,438 at 4% or $77,625 at 6%.
2016116$1,906,527$132,861$8,304iApproximate average salary by contribution assumption: employee only about $207,595 at 4% or $138,397 at 6%; with 50% employer match about $138,397 at 4% or $92,265 at 6%; with 100% employer match about $103,798 at 4% or $69,198 at 6%.
Santa Clara Methodist Retirement Foundation Inc. 403B Plan-16$1,906,527$132,861$8,304iApproximate average salary by contribution assumption: employee only about $207,595 at 4% or $138,397 at 6%; with 50% employer match about $138,397 at 4% or $92,265 at 6%; with 100% employer match about $103,798 at 4% or $69,198 at 6%.
2015130$1,728,605$118,437$3,948iApproximate average salary by contribution assumption: employee only about $98,698 at 4% or $65,798 at 6%; with 50% employer match about $65,798 at 4% or $43,866 at 6%; with 100% employer match about $49,349 at 4% or $32,899 at 6%.
Santa Clara Methodist Retirement Foundation Inc. 403B Plan-30$1,728,605$118,437$3,948iApproximate average salary by contribution assumption: employee only about $98,698 at 4% or $65,798 at 6%; with 50% employer match about $65,798 at 4% or $43,866 at 6%; with 100% employer match about $49,349 at 4% or $32,899 at 6%.
2014129$1,602,328$99,111$3,418iApproximate average salary by contribution assumption: employee only about $85,441 at 4% or $56,960 at 6%; with 50% employer match about $56,960 at 4% or $37,974 at 6%; with 100% employer match about $42,720 at 4% or $28,480 at 6%.
Santa Clara Methodist Retirement Foundation Inc. 403B Plan-29$1,602,328$99,111$3,418iApproximate average salary by contribution assumption: employee only about $85,441 at 4% or $56,960 at 6%; with 50% employer match about $56,960 at 4% or $37,974 at 6%; with 100% employer match about $42,720 at 4% or $28,480 at 6%.
2013130$1,534,789$101,357$3,379iApproximate average salary by contribution assumption: employee only about $84,464 at 4% or $56,309 at 6%; with 50% employer match about $56,309 at 4% or $37,540 at 6%; with 100% employer match about $42,232 at 4% or $28,155 at 6%.
Santa Clara Methodist Retirement Foundation Inc. 403B Plan-30$1,534,789$101,357$3,379iApproximate average salary by contribution assumption: employee only about $84,464 at 4% or $56,309 at 6%; with 50% employer match about $56,309 at 4% or $37,540 at 6%; with 100% employer match about $42,232 at 4% or $28,155 at 6%.
2012131$1,811,969$132,318$4,268iApproximate average salary by contribution assumption: employee only about $106,708 at 4% or $71,139 at 6%; with 50% employer match about $71,139 at 4% or $47,426 at 6%; with 100% employer match about $53,354 at 4% or $35,569 at 6%.
Santa Clara Methodist Retirement Foundation Inc. 403B Plan-31$1,811,969$132,318$4,268iApproximate average salary by contribution assumption: employee only about $106,708 at 4% or $71,139 at 6%; with 50% employer match about $71,139 at 4% or $47,426 at 6%; with 100% employer match about $53,354 at 4% or $35,569 at 6%.
2011132$1,594,224$127,529$3,985iApproximate average salary by contribution assumption: employee only about $99,632 at 4% or $66,421 at 6%; with 50% employer match about $66,421 at 4% or $44,281 at 6%; with 100% employer match about $49,816 at 4% or $33,211 at 6%.
Santa Clara Methodist Retirement Foundation Inc. 403B Plan-32$1,594,224$127,529$3,985iApproximate average salary by contribution assumption: employee only about $99,632 at 4% or $66,421 at 6%; with 50% employer match about $66,421 at 4% or $44,281 at 6%; with 100% employer match about $49,816 at 4% or $33,211 at 6%.
2010133$1,480,608$122,247$3,704iApproximate average salary by contribution assumption: employee only about $92,611 at 4% or $61,741 at 6%; with 50% employer match about $61,741 at 4% or $41,161 at 6%; with 100% employer match about $46,306 at 4% or $30,870 at 6%.
Santa Clara Methodist Retirement Foundation Inc. 403B Plan-33$1,480,608$122,247$3,704iApproximate average salary by contribution assumption: employee only about $92,611 at 4% or $61,741 at 6%; with 50% employer match about $61,741 at 4% or $41,161 at 6%; with 100% employer match about $46,306 at 4% or $30,870 at 6%.
2009134$1,290,035$115,712$3,403iApproximate average salary by contribution assumption: employee only about $85,082 at 4% or $56,722 at 6%; with 50% employer match about $56,722 at 4% or $37,814 at 6%; with 100% employer match about $42,541 at 4% or $28,361 at 6%.
Santa Clara Methodist Retirement Foundation Inc. 403B Plan-34$1,290,035$115,712$3,403iApproximate average salary by contribution assumption: employee only about $85,082 at 4% or $56,722 at 6%; with 50% employer match about $56,722 at 4% or $37,814 at 6%; with 100% employer match about $42,541 at 4% or $28,361 at 6%.
200810$0$0-
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200710$0$0-
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200610$0$0-
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200510$0$0-
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200410$0$0-
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200310$0$0-
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200210$0$0-
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200110$0$0-
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200010$0$0-
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