Samuel Merritt University
Plan context: Samuel Merritt University 403(B) Plan
EIN 94-2992642 • Oakland, CA • 43 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
755
2024 Assets
$106,378,815
2024 Contributions
$7,313,175
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 | 3 | 755 | $106,378,815 | $7,313,175 | $9,686iApproximate average salary by contribution assumption: employee only about $242,158 at 4% or $161,439 at 6%; with 50% employer match about $161,439 at 4% or $107,626 at 6%; with 100% employer match about $121,079 at 4% or $80,719 at 6%. |
| Samuel Merritt University 403(B) Plan | - | 755 | $101,200,941 | $7,313,175 | $9,686iApproximate average salary by contribution assumption: employee only about $242,158 at 4% or $161,439 at 6%; with 50% employer match about $161,439 at 4% or $107,626 at 6%; with 100% employer match about $121,079 at 4% or $80,719 at 6%. |
| CALIFORNIA COLLEGE OF PODIATRIC MEDICINE DEFINED CONTRIBUTION RETIREMENT PLAN | - | 32 | $5,177,874 | - | - |
| Samuel Merritt University Welfare Benefits Plan | - | 353 | - | - | - |
| 2023 | 3 | 711 | $94,745,326 | $7,367,659 | $10,362iApproximate average salary by contribution assumption: employee only about $259,060 at 4% or $172,706 at 6%; with 50% employer match about $172,706 at 4% or $115,138 at 6%; with 100% employer match about $129,530 at 4% or $86,353 at 6%. |
| Samuel Merritt University 403(B) Plan | - | 711 | $90,084,916 | $7,367,659 | $10,362iApproximate average salary by contribution assumption: employee only about $259,060 at 4% or $172,706 at 6%; with 50% employer match about $172,706 at 4% or $115,138 at 6%; with 100% employer match about $129,530 at 4% or $86,353 at 6%. |
| CALIFORNIA COLLEGE OF PODIATRIC MEDICINE DEFINED CONTRIBUTION RETIREMENT PLAN | - | 37 | $4,660,410 | - | - |
| Samuel Merritt University Welfare Benefits Plan | - | 331 | - | - | - |
| 2022 | 3 | 673 | $79,558,850 | $6,713,711 | $9,976iApproximate average salary by contribution assumption: employee only about $249,395 at 4% or $166,263 at 6%; with 50% employer match about $166,263 at 4% or $110,842 at 6%; with 100% employer match about $124,697 at 4% or $83,132 at 6%. |
| Samuel Merritt University 403(B) Plan | - | 673 | $75,110,013 | $6,713,711 | $9,976iApproximate average salary by contribution assumption: employee only about $249,395 at 4% or $166,263 at 6%; with 50% employer match about $166,263 at 4% or $110,842 at 6%; with 100% employer match about $124,697 at 4% or $83,132 at 6%. |
| CALIFORNIA COLLEGE OF PODIATRIC MEDICINE DEFINED CONTRIBUTION RETIREMENT PLAN | - | 42 | $4,448,837 | - | - |
| Samuel Merritt University Welfare Benefits Plan | - | 350 | - | - | - |
| 2021 | 2 | 642 | $95,624,740 | $7,304,163 | $11,377iApproximate average salary by contribution assumption: employee only about $284,430 at 4% or $189,620 at 6%; with 50% employer match about $189,620 at 4% or $126,413 at 6%; with 100% employer match about $142,215 at 4% or $94,810 at 6%. |
| Samuel Merritt University 403(B) Plan | - | 642 | $90,265,178 | $7,304,163 | $11,377iApproximate average salary by contribution assumption: employee only about $284,430 at 4% or $189,620 at 6%; with 50% employer match about $189,620 at 4% or $126,413 at 6%; with 100% employer match about $142,215 at 4% or $94,810 at 6%. |
| CALIFORNIA COLLEGE OF PODIATRIC MEDICINE DEFINED CONTRIBUTION RETIREMENT PLAN | - | 44 | $5,359,562 | - | - |
| 2020 | 2 | 954 | $82,379,657 | $6,277,827 | $6,581iApproximate average salary by contribution assumption: employee only about $164,513 at 4% or $109,676 at 6%; with 50% employer match about $109,676 at 4% or $73,117 at 6%; with 100% employer match about $82,257 at 4% or $54,838 at 6%. |
| Samuel Merritt University 403(B) Plan | - | 954 | $77,560,093 | $6,277,827 | $6,581iApproximate average salary by contribution assumption: employee only about $164,513 at 4% or $109,676 at 6%; with 50% employer match about $109,676 at 4% or $73,117 at 6%; with 100% employer match about $82,257 at 4% or $54,838 at 6%. |
| CALIFORNIA COLLEGE OF PODIATRIC MEDICINE DEFINED CONTRIBUTION RETIREMENT PLAN | - | 46 | $4,819,564 | - | - |
| 2019 | 2 | 751 | $71,775,126 | $6,180,939 | $8,230iApproximate average salary by contribution assumption: employee only about $205,757 at 4% or $137,171 at 6%; with 50% employer match about $137,171 at 4% or $91,448 at 6%; with 100% employer match about $102,878 at 4% or $68,586 at 6%. |
| Samuel Merritt University 403(B) Plan | - | 751 | $67,202,576 | $6,180,939 | $8,230iApproximate average salary by contribution assumption: employee only about $205,757 at 4% or $137,171 at 6%; with 50% employer match about $137,171 at 4% or $91,448 at 6%; with 100% employer match about $102,878 at 4% or $68,586 at 6%. |
| CALIFORNIA COLLEGE OF PODIATRIC MEDICINE DEFINED CONTRIBUTION RETIREMENT PLAN | - | 49 | $4,572,550 | - | - |
| 2018 | 2 | 636 | $57,144,709 | $5,281,083 | $8,304iApproximate average salary by contribution assumption: employee only about $207,590 at 4% or $138,393 at 6%; with 50% employer match about $138,393 at 4% or $92,262 at 6%; with 100% employer match about $103,795 at 4% or $69,197 at 6%. |
| Samuel Merritt University 403(B) Plan | - | 636 | $53,094,596 | $5,281,083 | $8,304iApproximate average salary by contribution assumption: employee only about $207,590 at 4% or $138,393 at 6%; with 50% employer match about $138,393 at 4% or $92,262 at 6%; with 100% employer match about $103,795 at 4% or $69,197 at 6%. |
| CALIFORNIA COLLEGE OF PODIATRIC MEDICINE DEFINED CONTRIBUTION RETIREMENT PLAN | - | 51 | $4,050,113 | - | - |
| 2017 | 2 | 643 | $57,335,528 | $5,005,739 | $7,785iApproximate average salary by contribution assumption: employee only about $194,624 at 4% or $129,750 at 6%; with 50% employer match about $129,750 at 4% or $86,500 at 6%; with 100% employer match about $97,312 at 4% or $64,875 at 6%. |
| Samuel Merritt University 403(B) Plan | - | 643 | $52,763,063 | $5,005,485 | $7,785iApproximate average salary by contribution assumption: employee only about $194,615 at 4% or $129,743 at 6%; with 50% employer match about $129,743 at 4% or $86,495 at 6%; with 100% employer match about $97,307 at 4% or $64,872 at 6%. |
| CALIFORNIA COLLEGE OF PODIATRIC MEDICINE DEFINED CONTRIBUTION RETIREMENT PLAN | - | 55 | $4,572,465 | $254 | $5iApproximate average salary by contribution assumption: employee only about $115 at 4% or $77 at 6%; with 50% employer match about $77 at 4% or $51 at 6%; with 100% employer match about $58 at 4% or $38 at 6%. |
| 2016 | 2 | 920 | $48,465,589 | $4,732,546 | $5,144iApproximate average salary by contribution assumption: employee only about $128,602 at 4% or $85,735 at 6%; with 50% employer match about $85,735 at 4% or $57,156 at 6%; with 100% employer match about $64,301 at 4% or $42,867 at 6%. |
| Samuel Merritt University 403(B) Plan | - | 920 | $44,028,148 | $4,732,546 | $5,144iApproximate average salary by contribution assumption: employee only about $128,602 at 4% or $85,735 at 6%; with 50% employer match about $85,735 at 4% or $57,156 at 6%; with 100% employer match about $64,301 at 4% or $42,867 at 6%. |
| CALIFORNIA COLLEGE OF PODIATRIC MEDICINE DEFINED CONTRIBUTION RETIREMENT PLAN | - | 55 | $4,437,441 | - | - |
| 2015 | 2 | 702 | $43,349,600 | $4,432,399 | $6,314iApproximate average salary by contribution assumption: employee only about $157,849 at 4% or $105,233 at 6%; with 50% employer match about $105,233 at 4% or $70,155 at 6%; with 100% employer match about $78,924 at 4% or $52,616 at 6%. |
| Samuel Merritt University 403(B) Plan | - | 702 | $39,062,631 | $4,432,399 | $6,314iApproximate average salary by contribution assumption: employee only about $157,849 at 4% or $105,233 at 6%; with 50% employer match about $105,233 at 4% or $70,155 at 6%; with 100% employer match about $78,924 at 4% or $52,616 at 6%. |
| CALIFORNIA COLLEGE OF PODIATRIC MEDICINE 403(B) TAX DEFERRED ANNUITY PLAN | - | 60 | $4,286,969 | - | - |
| 2014 | 2 | 727 | $41,636,358 | $4,250,269 | $5,846iApproximate average salary by contribution assumption: employee only about $146,158 at 4% or $97,439 at 6%; with 50% employer match about $97,439 at 4% or $64,959 at 6%; with 100% employer match about $73,079 at 4% or $48,719 at 6%. |
| Samuel Merritt University 403(B) Plan | - | 727 | $37,040,502 | $4,250,269 | $5,846iApproximate average salary by contribution assumption: employee only about $146,158 at 4% or $97,439 at 6%; with 50% employer match about $97,439 at 4% or $64,959 at 6%; with 100% employer match about $73,079 at 4% or $48,719 at 6%. |
| CALIFORNIA COLLEGE OF PODIATRIC MEDICINE 403(B) TAX DEFERRED ANNUITY PLAN | - | 64 | $4,595,856 | - | - |
| 2013 | 2 | 700 | $36,815,253 | $4,196,060 | $5,994iApproximate average salary by contribution assumption: employee only about $149,859 at 4% or $99,906 at 6%; with 50% employer match about $99,906 at 4% or $66,604 at 6%; with 100% employer match about $74,930 at 4% or $49,953 at 6%. |
| Samuel Merritt University 403(B) Plan | - | 700 | $32,292,649 | $4,196,060 | $5,994iApproximate average salary by contribution assumption: employee only about $149,859 at 4% or $99,906 at 6%; with 50% employer match about $99,906 at 4% or $66,604 at 6%; with 100% employer match about $74,930 at 4% or $49,953 at 6%. |
| CALIFORNIA COLLEGE OF PODIATRIC MEDICINE 403(B) TAX DEFERRED ANNUITY PLAN | - | 70 | $4,522,604 | - | - |
| 2012 | 2 | 656 | $28,547,684 | $3,558,873 | $5,425iApproximate average salary by contribution assumption: employee only about $135,628 at 4% or $90,419 at 6%; with 50% employer match about $90,419 at 4% or $60,279 at 6%; with 100% employer match about $67,814 at 4% or $45,209 at 6%. |
| Samuel Merritt University 403(B) Plan | - | 656 | $24,371,029 | $3,558,873 | $5,425iApproximate average salary by contribution assumption: employee only about $135,628 at 4% or $90,419 at 6%; with 50% employer match about $90,419 at 4% or $60,279 at 6%; with 100% employer match about $67,814 at 4% or $45,209 at 6%. |
| CALIFORNIA COLLEGE OF PODIATRIC MEDICINE 403(B) TAX DEFERRED ANNUITY PLAN | - | 73 | $4,176,655 | - | - |
| 2011 | 2 | 645 | $24,307,014 | $3,489,646 | $5,410iApproximate average salary by contribution assumption: employee only about $135,258 at 4% or $90,172 at 6%; with 50% employer match about $90,172 at 4% or $60,114 at 6%; with 100% employer match about $67,629 at 4% or $45,086 at 6%. |
| Samuel Merritt University 403(B) Plan | - | 645 | $19,546,442 | $3,489,646 | $5,410iApproximate average salary by contribution assumption: employee only about $135,258 at 4% or $90,172 at 6%; with 50% employer match about $90,172 at 4% or $60,114 at 6%; with 100% employer match about $67,629 at 4% or $45,086 at 6%. |
| CALIFORNIA COLLEGE OF PODIATRIC MEDICINE 403(B) TAX DEFERRED ANNUITY PLAN | - | 76 | $4,760,572 | - | - |
| 2010 | 2 | 561 | $21,473,016 | $2,866,237 | $5,109iApproximate average salary by contribution assumption: employee only about $127,729 at 4% or $85,153 at 6%; with 50% employer match about $85,153 at 4% or $56,768 at 6%; with 100% employer match about $63,864 at 4% or $42,576 at 6%. |
| Samuel Merritt University 403(B) Plan | - | 561 | $17,412,658 | $2,866,237 | $5,109iApproximate average salary by contribution assumption: employee only about $127,729 at 4% or $85,153 at 6%; with 50% employer match about $85,153 at 4% or $56,768 at 6%; with 100% employer match about $63,864 at 4% or $42,576 at 6%. |
| CALIFORNIA COLLEGE OF PODIATRIC MEDICINE 403(B) TAX DEFERRED ANNUITY PLAN | - | 71 | $4,060,358 | - | - |
| 2009 | 2 | 748 | $17,212,937 | $2,667,056 | $3,566iApproximate average salary by contribution assumption: employee only about $89,140 at 4% or $59,426 at 6%; with 50% employer match about $59,426 at 4% or $39,618 at 6%; with 100% employer match about $44,570 at 4% or $29,713 at 6%. |
| Samuel Merritt University 403(B) Plan | - | 748 | $13,240,110 | $2,667,056 | $3,566iApproximate average salary by contribution assumption: employee only about $89,140 at 4% or $59,426 at 6%; with 50% employer match about $59,426 at 4% or $39,618 at 6%; with 100% employer match about $44,570 at 4% or $29,713 at 6%. |
| CALIFORNIA COLLEGE OF PODIATRIC MEDICINE 403(B) TAX DEFERRED ANNUITY PLAN | - | 78 | $3,972,827 | - | - |
| 2008 | 1 | 0 | $0 | $0 | - |
| Samuel Merritt University 403(B) Plan | - | 0 | - | - | - |
| 2007 | 1 | 0 | $0 | $0 | - |
| Samuel Merritt University 403(B) Plan | - | 0 | - | - | - |
| 2006 | 1 | 0 | $0 | $0 | - |
| Samuel Merritt University 403(B) Plan | - | 0 | - | - | - |
| 2005 | 1 | 0 | $0 | $0 | - |
| Samuel Merritt University 403(B) Plan | - | 0 | - | - | - |
| 2004 | 1 | 0 | $0 | $0 | - |
| Samuel Merritt University 403(B) Plan | - | 0 | - | - | - |
| 2003 | 1 | 129 | $0 | $0 | - |
| SAMUEL MERRITT COLLEGE HEALTH & WELFARE PLAN | - | 129 | - | - | - |
| 2002 | 1 | 128 | $0 | $0 | - |
| SAMUEL MERRITT COLLEGE HEALTH & WELFARE PLAN | - | 128 | - | - | - |
| 2001 | 1 | 0 | $0 | $0 | - |
| Samuel Merritt University 403(B) Plan | - | 0 | - | - | - |