Civic Intelligence

Whiting Fallon & Ross

Plan context: Whiting Fallon & Ross Retirement Plan

EIN 94-2729399 • Walnut Creek, CA • 25 filings • 5 plans

101 Ygnacio Valley Road Ste. 250Walnut Creek, CA 94596
Current Snapshot

Latest Year

2024

2024 Participants

26

2024 Assets

$6,787,565

2024 Contributions

$306,693

Historical Graphs

Total Assets Over Time

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

$6,787,565$3,393,783$0199920142024YearValue
$6,787,565Latest year 2024

Participants Over Time

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

37190199920122024YearValue
26Latest 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
2024126$6,787,565$306,693$11,796iApproximate average salary by contribution assumption: employee only about $294,897 at 4% or $196,598 at 6%; with 50% employer match about $196,598 at 4% or $131,065 at 6%; with 100% employer match about $147,449 at 4% or $98,299 at 6%.
Whiting Fallon & Ross Retirement Plan-26$6,787,565$306,693$11,796iApproximate average salary by contribution assumption: employee only about $294,897 at 4% or $196,598 at 6%; with 50% employer match about $196,598 at 4% or $131,065 at 6%; with 100% employer match about $147,449 at 4% or $98,299 at 6%.
2023126$6,040,372$329,116$12,658iApproximate average salary by contribution assumption: employee only about $316,458 at 4% or $210,972 at 6%; with 50% employer match about $210,972 at 4% or $140,648 at 6%; with 100% employer match about $158,229 at 4% or $105,486 at 6%.
Whiting Fallon & Ross Retirement Plan-26$6,040,372$329,116$12,658iApproximate average salary by contribution assumption: employee only about $316,458 at 4% or $210,972 at 6%; with 50% employer match about $210,972 at 4% or $140,648 at 6%; with 100% employer match about $158,229 at 4% or $105,486 at 6%.
2022133$5,477,751$343,936$10,422iApproximate average salary by contribution assumption: employee only about $260,558 at 4% or $173,705 at 6%; with 50% employer match about $173,705 at 4% or $115,803 at 6%; with 100% employer match about $130,279 at 4% or $86,853 at 6%.
Whiting Fallon & Ross Retirement Plan-33$5,477,751$343,936$10,422iApproximate average salary by contribution assumption: employee only about $260,558 at 4% or $173,705 at 6%; with 50% employer match about $173,705 at 4% or $115,803 at 6%; with 100% employer match about $130,279 at 4% or $86,853 at 6%.
2021121$6,255,103$369,819$17,610iApproximate average salary by contribution assumption: employee only about $440,261 at 4% or $293,507 at 6%; with 50% employer match about $293,507 at 4% or $195,671 at 6%; with 100% employer match about $220,130 at 4% or $146,754 at 6%.
Whiting Fallon & Ross Retirement Plan-21$6,255,103$369,819$17,610iApproximate average salary by contribution assumption: employee only about $440,261 at 4% or $293,507 at 6%; with 50% employer match about $293,507 at 4% or $195,671 at 6%; with 100% employer match about $220,130 at 4% or $146,754 at 6%.
2020119$6,661,255$377,410$19,864iApproximate average salary by contribution assumption: employee only about $496,592 at 4% or $331,061 at 6%; with 50% employer match about $331,061 at 4% or $220,708 at 6%; with 100% employer match about $248,296 at 4% or $165,531 at 6%.
Whiting Fallon & Ross Retirement Plan-19$6,661,255$377,410$19,864iApproximate average salary by contribution assumption: employee only about $496,592 at 4% or $331,061 at 6%; with 50% employer match about $331,061 at 4% or $220,708 at 6%; with 100% employer match about $248,296 at 4% or $165,531 at 6%.
2019123$6,133,336$409,460$17,803iApproximate average salary by contribution assumption: employee only about $445,065 at 4% or $296,710 at 6%; with 50% employer match about $296,710 at 4% or $197,807 at 6%; with 100% employer match about $222,533 at 4% or $148,355 at 6%.
Whiting Fallon & Ross Retirement Plan-23$6,133,336$409,460$17,803iApproximate average salary by contribution assumption: employee only about $445,065 at 4% or $296,710 at 6%; with 50% employer match about $296,710 at 4% or $197,807 at 6%; with 100% employer match about $222,533 at 4% or $148,355 at 6%.
2018125$5,265,089$456,580$18,263iApproximate average salary by contribution assumption: employee only about $456,580 at 4% or $304,387 at 6%; with 50% employer match about $304,387 at 4% or $202,924 at 6%; with 100% employer match about $228,290 at 4% or $152,193 at 6%.
Whiting Fallon & Ross Retirement Plan-25$5,265,089$456,580$18,263iApproximate average salary by contribution assumption: employee only about $456,580 at 4% or $304,387 at 6%; with 50% employer match about $304,387 at 4% or $202,924 at 6%; with 100% employer match about $228,290 at 4% or $152,193 at 6%.
2017127$5,410,706$399,285$14,788iApproximate average salary by contribution assumption: employee only about $369,708 at 4% or $246,472 at 6%; with 50% employer match about $246,472 at 4% or $164,315 at 6%; with 100% employer match about $184,854 at 4% or $123,236 at 6%.
Whiting Fallon & Ross Retirement Plan-27$5,410,706$399,285$14,788iApproximate average salary by contribution assumption: employee only about $369,708 at 4% or $246,472 at 6%; with 50% employer match about $246,472 at 4% or $164,315 at 6%; with 100% employer match about $184,854 at 4% or $123,236 at 6%.
2016137$4,381,291$360,591$9,746iApproximate average salary by contribution assumption: employee only about $243,643 at 4% or $162,428 at 6%; with 50% employer match about $162,428 at 4% or $108,286 at 6%; with 100% employer match about $121,821 at 4% or $81,214 at 6%.
Whiting Fallon & Ross Retirement Plan-37$4,381,291$360,591$9,746iApproximate average salary by contribution assumption: employee only about $243,643 at 4% or $162,428 at 6%; with 50% employer match about $162,428 at 4% or $108,286 at 6%; with 100% employer match about $121,821 at 4% or $81,214 at 6%.
2015125$3,828,598$347,319$13,893iApproximate average salary by contribution assumption: employee only about $347,319 at 4% or $231,546 at 6%; with 50% employer match about $231,546 at 4% or $154,364 at 6%; with 100% employer match about $173,660 at 4% or $115,773 at 6%.
Whiting Fallon & Ross Retirement Plan-25$3,828,598$347,319$13,893iApproximate average salary by contribution assumption: employee only about $347,319 at 4% or $231,546 at 6%; with 50% employer match about $231,546 at 4% or $154,364 at 6%; with 100% employer match about $173,660 at 4% or $115,773 at 6%.
2014123$3,751,526$304,993$13,261iApproximate average salary by contribution assumption: employee only about $331,514 at 4% or $221,009 at 6%; with 50% employer match about $221,009 at 4% or $147,340 at 6%; with 100% employer match about $165,757 at 4% or $110,505 at 6%.
Whiting Fallon & Ross Retirement Plan-23$3,751,526$304,993$13,261iApproximate average salary by contribution assumption: employee only about $331,514 at 4% or $221,009 at 6%; with 50% employer match about $221,009 at 4% or $147,340 at 6%; with 100% employer match about $165,757 at 4% or $110,505 at 6%.
2013123$3,524,520$267,382$11,625iApproximate average salary by contribution assumption: employee only about $290,633 at 4% or $193,755 at 6%; with 50% employer match about $193,755 at 4% or $129,170 at 6%; with 100% employer match about $145,316 at 4% or $96,878 at 6%.
Whiting Fallon & Ross Retirement Plan-23$3,524,520$267,382$11,625iApproximate average salary by contribution assumption: employee only about $290,633 at 4% or $193,755 at 6%; with 50% employer match about $193,755 at 4% or $129,170 at 6%; with 100% employer match about $145,316 at 4% or $96,878 at 6%.
2012122$2,813,259$263,355$11,971iApproximate average salary by contribution assumption: employee only about $299,267 at 4% or $199,511 at 6%; with 50% employer match about $199,511 at 4% or $133,008 at 6%; with 100% employer match about $149,634 at 4% or $99,756 at 6%.
Whiting Fallon & Ross Retirement Plan-22$2,813,259$263,355$11,971iApproximate average salary by contribution assumption: employee only about $299,267 at 4% or $199,511 at 6%; with 50% employer match about $199,511 at 4% or $133,008 at 6%; with 100% employer match about $149,634 at 4% or $99,756 at 6%.
2011124$2,330,987$239,877$9,995iApproximate average salary by contribution assumption: employee only about $249,872 at 4% or $166,581 at 6%; with 50% employer match about $166,581 at 4% or $111,054 at 6%; with 100% employer match about $124,936 at 4% or $83,291 at 6%.
Whiting Fallon & Ross Retirement Plan-24$2,330,987$239,877$9,995iApproximate average salary by contribution assumption: employee only about $249,872 at 4% or $166,581 at 6%; with 50% employer match about $166,581 at 4% or $111,054 at 6%; with 100% employer match about $124,936 at 4% or $83,291 at 6%.
2010121$2,200,525$227,655$10,841iApproximate average salary by contribution assumption: employee only about $271,018 at 4% or $180,679 at 6%; with 50% employer match about $180,679 at 4% or $120,452 at 6%; with 100% employer match about $135,509 at 4% or $90,339 at 6%.
Whiting Fallon & Ross Retirement Plan-21$2,200,525$227,655$10,841iApproximate average salary by contribution assumption: employee only about $271,018 at 4% or $180,679 at 6%; with 50% employer match about $180,679 at 4% or $120,452 at 6%; with 100% employer match about $135,509 at 4% or $90,339 at 6%.
2009121$1,751,479$232,317$11,063iApproximate average salary by contribution assumption: employee only about $276,568 at 4% or $184,379 at 6%; with 50% employer match about $184,379 at 4% or $122,919 at 6%; with 100% employer match about $138,284 at 4% or $92,189 at 6%.
Whiting Fallon & Ross Retirement Plan-21$1,751,479$232,317$11,063iApproximate average salary by contribution assumption: employee only about $276,568 at 4% or $184,379 at 6%; with 50% employer match about $184,379 at 4% or $122,919 at 6%; with 100% employer match about $138,284 at 4% or $92,189 at 6%.
2008119$0$0-
Whiting Fallon & Ross Retirement Plan-19---
2007118$0$0-
Whiting Fallon & Ross Retirement Plan-18---
2006118$1,181,679$204,058$11,337iApproximate average salary by contribution assumption: employee only about $283,414 at 4% or $188,943 at 6%; with 50% employer match about $188,943 at 4% or $125,962 at 6%; with 100% employer match about $141,707 at 4% or $94,471 at 6%.
Whiting Fallon & Ross Retirement Plan-18$1,181,679$204,058$11,337iApproximate average salary by contribution assumption: employee only about $283,414 at 4% or $188,943 at 6%; with 50% employer match about $188,943 at 4% or $125,962 at 6%; with 100% employer match about $141,707 at 4% or $94,471 at 6%.
2005117$881,646$188,209$11,071iApproximate average salary by contribution assumption: employee only about $276,778 at 4% or $184,519 at 6%; with 50% employer match about $184,519 at 4% or $123,012 at 6%; with 100% employer match about $138,389 at 4% or $92,259 at 6%.
Whiting Fallon & Ross Retirement Plan-17$881,646$188,209$11,071iApproximate average salary by contribution assumption: employee only about $276,778 at 4% or $184,519 at 6%; with 50% employer match about $184,519 at 4% or $123,012 at 6%; with 100% employer match about $138,389 at 4% or $92,259 at 6%.
2004115$700,826$165,646$11,043iApproximate average salary by contribution assumption: employee only about $276,077 at 4% or $184,051 at 6%; with 50% employer match about $184,051 at 4% or $122,701 at 6%; with 100% employer match about $138,038 at 4% or $92,026 at 6%.
Whiting Fallon & Ross Retirement Plan-15$700,826$165,646$11,043iApproximate average salary by contribution assumption: employee only about $276,077 at 4% or $184,051 at 6%; with 50% employer match about $184,051 at 4% or $122,701 at 6%; with 100% employer match about $138,038 at 4% or $92,026 at 6%.
2003116$531,345$166,517$10,407iApproximate average salary by contribution assumption: employee only about $260,183 at 4% or $173,455 at 6%; with 50% employer match about $173,455 at 4% or $115,637 at 6%; with 100% employer match about $130,091 at 4% or $86,728 at 6%.
Whiting Fallon & Ross Retirement Plan-16$531,345$166,517$10,407iApproximate average salary by contribution assumption: employee only about $260,183 at 4% or $173,455 at 6%; with 50% employer match about $173,455 at 4% or $115,637 at 6%; with 100% employer match about $130,091 at 4% or $86,728 at 6%.
2002116$310,650$125,377$7,836iApproximate average salary by contribution assumption: employee only about $195,902 at 4% or $130,601 at 6%; with 50% employer match about $130,601 at 4% or $87,067 at 6%; with 100% employer match about $97,951 at 4% or $65,301 at 6%.
Whiting Fallon & Ross Retirement Plan-16$310,650$125,377$7,836iApproximate average salary by contribution assumption: employee only about $195,902 at 4% or $130,601 at 6%; with 50% employer match about $130,601 at 4% or $87,067 at 6%; with 100% employer match about $97,951 at 4% or $65,301 at 6%.
2000116$0$0-
Whiting Fallon & Ross Retirement Plan-16---
1999111$237,200$57,323$5,211iApproximate average salary by contribution assumption: employee only about $130,280 at 4% or $86,853 at 6%; with 50% employer match about $86,853 at 4% or $57,902 at 6%; with 100% employer match about $65,140 at 4% or $43,427 at 6%.
Whiting Fallon & Ross Retirement Plan-11$237,200$57,323$5,211iApproximate average salary by contribution assumption: employee only about $130,280 at 4% or $86,853 at 6%; with 50% employer match about $86,853 at 4% or $57,902 at 6%; with 100% employer match about $65,140 at 4% or $43,427 at 6%.