Energy Foundation
Plan context: THE ENERGY FOUNDATION 403(B) PLAN
EIN 94-3126848 • San Francisco, CA • 15 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
6
2024 Assets
$1,760,365
2024 Contributions
$1,766,310
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 | 1 | 6 | $1,760,365 | $1,766,310 | $294,385iApproximate average salary by contribution assumption: employee only about $7,359,625 at 4% or $4,906,417 at 6%; with 50% employer match about $4,906,417 at 4% or $3,270,944 at 6%; with 100% employer match about $3,679,813 at 4% or $2,453,208 at 6%. |
| THE ENERGY FOUNDATION 403(B) PLAN | - | 6 | $1,760,365 | $1,766,310 | $294,385iApproximate average salary by contribution assumption: employee only about $7,359,625 at 4% or $4,906,417 at 6%; with 50% employer match about $4,906,417 at 4% or $3,270,944 at 6%; with 100% employer match about $3,679,813 at 4% or $2,453,208 at 6%. |
| 2018 | 1 | 73 | $12,433,906 | $1,638,540 | $22,446iApproximate average salary by contribution assumption: employee only about $561,144 at 4% or $374,096 at 6%; with 50% employer match about $374,096 at 4% or $249,397 at 6%; with 100% employer match about $280,572 at 4% or $187,048 at 6%. |
| Energy Foundation Retirement Annuity Plan | - | 73 | $12,433,906 | $1,638,540 | $22,446iApproximate average salary by contribution assumption: employee only about $561,144 at 4% or $374,096 at 6%; with 50% employer match about $374,096 at 4% or $249,397 at 6%; with 100% employer match about $280,572 at 4% or $187,048 at 6%. |
| 2017 | 1 | 91 | $12,309,659 | $1,567,097 | $17,221iApproximate average salary by contribution assumption: employee only about $430,521 at 4% or $287,014 at 6%; with 50% employer match about $287,014 at 4% or $191,343 at 6%; with 100% employer match about $215,261 at 4% or $143,507 at 6%. |
| Energy Foundation Retirement Annuity Plan | - | 91 | $12,309,659 | $1,567,097 | $17,221iApproximate average salary by contribution assumption: employee only about $430,521 at 4% or $287,014 at 6%; with 50% employer match about $287,014 at 4% or $191,343 at 6%; with 100% employer match about $215,261 at 4% or $143,507 at 6%. |
| 2016 | 1 | 88 | $10,333,066 | $1,164,960 | $13,238iApproximate average salary by contribution assumption: employee only about $330,955 at 4% or $220,636 at 6%; with 50% employer match about $220,636 at 4% or $147,091 at 6%; with 100% employer match about $165,477 at 4% or $110,318 at 6%. |
| Energy Foundation Retirement Annuity Plan | - | 88 | $10,333,066 | $1,164,960 | $13,238iApproximate average salary by contribution assumption: employee only about $330,955 at 4% or $220,636 at 6%; with 50% employer match about $220,636 at 4% or $147,091 at 6%; with 100% employer match about $165,477 at 4% or $110,318 at 6%. |
| 2015 | 1 | 83 | $9,247,362 | $1,019,274 | $12,280iApproximate average salary by contribution assumption: employee only about $307,010 at 4% or $204,673 at 6%; with 50% employer match about $204,673 at 4% or $136,449 at 6%; with 100% employer match about $153,505 at 4% or $102,337 at 6%. |
| Energy Foundation Retirement Annuity Plan | - | 83 | $9,247,362 | $1,019,274 | $12,280iApproximate average salary by contribution assumption: employee only about $307,010 at 4% or $204,673 at 6%; with 50% employer match about $204,673 at 4% or $136,449 at 6%; with 100% employer match about $153,505 at 4% or $102,337 at 6%. |
| 2014 | 1 | 72 | $9,410,956 | $1,068,226 | $14,836iApproximate average salary by contribution assumption: employee only about $370,912 at 4% or $247,275 at 6%; with 50% employer match about $247,275 at 4% or $164,850 at 6%; with 100% employer match about $185,456 at 4% or $123,637 at 6%. |
| Energy Foundation Retirement Annuity Plan | - | 72 | $9,410,956 | $1,068,226 | $14,836iApproximate average salary by contribution assumption: employee only about $370,912 at 4% or $247,275 at 6%; with 50% employer match about $247,275 at 4% or $164,850 at 6%; with 100% employer match about $185,456 at 4% or $123,637 at 6%. |
| 2013 | 1 | 77 | $8,839,782 | $919,332 | $11,939iApproximate average salary by contribution assumption: employee only about $298,484 at 4% or $198,990 at 6%; with 50% employer match about $198,990 at 4% or $132,660 at 6%; with 100% employer match about $149,242 at 4% or $99,495 at 6%. |
| Energy Foundation Retirement Annuity Plan | - | 77 | $8,839,782 | $919,332 | $11,939iApproximate average salary by contribution assumption: employee only about $298,484 at 4% or $198,990 at 6%; with 50% employer match about $198,990 at 4% or $132,660 at 6%; with 100% employer match about $149,242 at 4% or $99,495 at 6%. |
| 2012 | 1 | 75 | $7,063,043 | $940,853 | $12,545iApproximate average salary by contribution assumption: employee only about $313,618 at 4% or $209,078 at 6%; with 50% employer match about $209,078 at 4% or $139,386 at 6%; with 100% employer match about $156,809 at 4% or $104,539 at 6%. |
| Energy Foundation Retirement Annuity Plan | - | 75 | $7,063,043 | $940,853 | $12,545iApproximate average salary by contribution assumption: employee only about $313,618 at 4% or $209,078 at 6%; with 50% employer match about $209,078 at 4% or $139,386 at 6%; with 100% employer match about $156,809 at 4% or $104,539 at 6%. |
| 2011 | 1 | 81 | $5,973,007 | $773,492 | $9,549iApproximate average salary by contribution assumption: employee only about $238,732 at 4% or $159,155 at 6%; with 50% employer match about $159,155 at 4% or $106,103 at 6%; with 100% employer match about $119,366 at 4% or $79,577 at 6%. |
| Energy Foundation Retirement Annuity Plan | - | 81 | $5,973,007 | $773,492 | $9,549iApproximate average salary by contribution assumption: employee only about $238,732 at 4% or $159,155 at 6%; with 50% employer match about $159,155 at 4% or $106,103 at 6%; with 100% employer match about $119,366 at 4% or $79,577 at 6%. |
| 2010 | 1 | 71 | $5,224,428 | $705,762 | $9,940iApproximate average salary by contribution assumption: employee only about $248,508 at 4% or $165,672 at 6%; with 50% employer match about $165,672 at 4% or $110,448 at 6%; with 100% employer match about $124,254 at 4% or $82,836 at 6%. |
| Energy Foundation Retirement Annuity Plan | - | 71 | $5,224,428 | $705,762 | $9,940iApproximate average salary by contribution assumption: employee only about $248,508 at 4% or $165,672 at 6%; with 50% employer match about $165,672 at 4% or $110,448 at 6%; with 100% employer match about $124,254 at 4% or $82,836 at 6%. |
| 2009 | 1 | 25 | $4,002,310 | $669,524 | $26,781iApproximate average salary by contribution assumption: employee only about $669,524 at 4% or $446,349 at 6%; with 50% employer match about $446,349 at 4% or $297,566 at 6%; with 100% employer match about $334,762 at 4% or $223,175 at 6%. |
| Energy Foundation Retirement Annuity Plan | - | 25 | $4,002,310 | $669,524 | $26,781iApproximate average salary by contribution assumption: employee only about $669,524 at 4% or $446,349 at 6%; with 50% employer match about $446,349 at 4% or $297,566 at 6%; with 100% employer match about $334,762 at 4% or $223,175 at 6%. |
| 2002 | 1 | 0 | $0 | $0 | - |
| Energy Foundation Retirement Annuity Plan | - | 0 | - | - | - |
| 2001 | 1 | 0 | $0 | $0 | - |
| Energy Foundation Retirement Annuity Plan | - | 0 | - | - | - |
| 2000 | 1 | 0 | $0 | $0 | - |
| Energy Foundation Retirement Annuity Plan | - | 0 | - | - | - |
| 1999 | 1 | 0 | $0 | $0 | - |
| Energy Foundation Retirement Annuity Plan | - | 0 | - | - | - |