Civic Intelligence

Grassi Investment Management LLC

Plan context: Grassi Investment Management LLC 401(K) & Profit Sharing Plan

EIN 94-3350355 • Santa Clara, CA • 28 filings • 7 plans

2350 Mission College Blvd., Ste 190Santa Clara, CA 95054
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$1,666,871

2025 Contributions

$48,795

Historical Graphs

Total Assets Over Time

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

$1,666,871$833,436$0200020132024YearValue
$1,666,871Latest year 2024

Participants Over Time

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

740200020122024YearValue
5Latest 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
202510$0$48,795-
Grassi Investment Management LLC 401(K) & Profit Sharing Plan-0$0$48,795-
202415$1,666,871$39,042$7,808iApproximate average salary by contribution assumption: employee only about $195,210 at 4% or $130,140 at 6%; with 50% employer match about $130,140 at 4% or $86,760 at 6%; with 100% employer match about $97,605 at 4% or $65,070 at 6%.
Grassi Investment Management LLC 401(K) & Profit Sharing Plan-5$1,666,871$39,042$7,808iApproximate average salary by contribution assumption: employee only about $195,210 at 4% or $130,140 at 6%; with 50% employer match about $130,140 at 4% or $86,760 at 6%; with 100% employer match about $97,605 at 4% or $65,070 at 6%.
202316$1,333,251$43,900$7,317iApproximate average salary by contribution assumption: employee only about $182,917 at 4% or $121,944 at 6%; with 50% employer match about $121,944 at 4% or $81,296 at 6%; with 100% employer match about $91,458 at 4% or $60,972 at 6%.
Grassi Investment Management LLC 401(K) & Profit Sharing Plan-6$1,333,251$43,900$7,317iApproximate average salary by contribution assumption: employee only about $182,917 at 4% or $121,944 at 6%; with 50% employer match about $121,944 at 4% or $81,296 at 6%; with 100% employer match about $91,458 at 4% or $60,972 at 6%.
202216$994,858$35,491$5,915iApproximate average salary by contribution assumption: employee only about $147,879 at 4% or $98,586 at 6%; with 50% employer match about $98,586 at 4% or $65,724 at 6%; with 100% employer match about $73,940 at 4% or $49,293 at 6%.
Grassi Investment Management LLC 401(K) & Profit Sharing Plan-6$994,858$35,491$5,915iApproximate average salary by contribution assumption: employee only about $147,879 at 4% or $98,586 at 6%; with 50% employer match about $98,586 at 4% or $65,724 at 6%; with 100% employer match about $73,940 at 4% or $49,293 at 6%.
202116$1,199,140$41,336$6,889iApproximate average salary by contribution assumption: employee only about $172,233 at 4% or $114,822 at 6%; with 50% employer match about $114,822 at 4% or $76,548 at 6%; with 100% employer match about $86,117 at 4% or $57,411 at 6%.
Grassi Investment Management LLC 401(K) & Profit Sharing Plan-6$1,199,140$41,336$6,889iApproximate average salary by contribution assumption: employee only about $172,233 at 4% or $114,822 at 6%; with 50% employer match about $114,822 at 4% or $76,548 at 6%; with 100% employer match about $86,117 at 4% or $57,411 at 6%.
202015$1,002,264$38,371$7,674iApproximate average salary by contribution assumption: employee only about $191,855 at 4% or $127,903 at 6%; with 50% employer match about $127,903 at 4% or $85,269 at 6%; with 100% employer match about $95,928 at 4% or $63,952 at 6%.
Grassi Investment Management LLC 401(K) & Profit Sharing Plan-5$1,002,264$38,371$7,674iApproximate average salary by contribution assumption: employee only about $191,855 at 4% or $127,903 at 6%; with 50% employer match about $127,903 at 4% or $85,269 at 6%; with 100% employer match about $95,928 at 4% or $63,952 at 6%.
201917$739,778$42,422$6,060iApproximate average salary by contribution assumption: employee only about $151,507 at 4% or $101,005 at 6%; with 50% employer match about $101,005 at 4% or $67,337 at 6%; with 100% employer match about $75,754 at 4% or $50,502 at 6%.
Grassi Investment Management LLC 401(K) & Profit Sharing Plan-7$739,778$42,422$6,060iApproximate average salary by contribution assumption: employee only about $151,507 at 4% or $101,005 at 6%; with 50% employer match about $101,005 at 4% or $67,337 at 6%; with 100% employer match about $75,754 at 4% or $50,502 at 6%.
201816$557,818$37,096$6,183iApproximate average salary by contribution assumption: employee only about $154,567 at 4% or $103,044 at 6%; with 50% employer match about $103,044 at 4% or $68,696 at 6%; with 100% employer match about $77,283 at 4% or $51,522 at 6%.
Grassi Investment Management LLC 401(K) & Profit Sharing Plan-6$557,818$37,096$6,183iApproximate average salary by contribution assumption: employee only about $154,567 at 4% or $103,044 at 6%; with 50% employer match about $103,044 at 4% or $68,696 at 6%; with 100% employer match about $77,283 at 4% or $51,522 at 6%.
201717$600,182$51,984$7,426iApproximate average salary by contribution assumption: employee only about $185,657 at 4% or $123,771 at 6%; with 50% employer match about $123,771 at 4% or $82,514 at 6%; with 100% employer match about $92,829 at 4% or $61,886 at 6%.
Grassi Investment Management LLC 401(K) & Profit Sharing Plan-7$600,182$51,984$7,426iApproximate average salary by contribution assumption: employee only about $185,657 at 4% or $123,771 at 6%; with 50% employer match about $123,771 at 4% or $82,514 at 6%; with 100% employer match about $92,829 at 4% or $61,886 at 6%.
201616$487,247$38,129$6,355iApproximate average salary by contribution assumption: employee only about $158,871 at 4% or $105,914 at 6%; with 50% employer match about $105,914 at 4% or $70,609 at 6%; with 100% employer match about $79,435 at 4% or $52,957 at 6%.
Grassi Investment Management LLC 401(K) & Profit Sharing Plan-6$487,247$38,129$6,355iApproximate average salary by contribution assumption: employee only about $158,871 at 4% or $105,914 at 6%; with 50% employer match about $105,914 at 4% or $70,609 at 6%; with 100% employer match about $79,435 at 4% or $52,957 at 6%.
201516$407,797$46,854$7,809iApproximate average salary by contribution assumption: employee only about $195,225 at 4% or $130,150 at 6%; with 50% employer match about $130,150 at 4% or $86,767 at 6%; with 100% employer match about $97,613 at 4% or $65,075 at 6%.
Grassi Investment Management LLC 401(K) & Profit Sharing Plan-6$407,797$46,854$7,809iApproximate average salary by contribution assumption: employee only about $195,225 at 4% or $130,150 at 6%; with 50% employer match about $130,150 at 4% or $86,767 at 6%; with 100% employer match about $97,613 at 4% or $65,075 at 6%.
201416$418,222$41,850$6,975iApproximate average salary by contribution assumption: employee only about $174,375 at 4% or $116,250 at 6%; with 50% employer match about $116,250 at 4% or $77,500 at 6%; with 100% employer match about $87,188 at 4% or $58,125 at 6%.
Grassi Investment Management LLC 401(K) & Profit Sharing Plan-6$418,222$41,850$6,975iApproximate average salary by contribution assumption: employee only about $174,375 at 4% or $116,250 at 6%; with 50% employer match about $116,250 at 4% or $77,500 at 6%; with 100% employer match about $87,188 at 4% or $58,125 at 6%.
201317$337,991$37,570$5,367iApproximate average salary by contribution assumption: employee only about $134,179 at 4% or $89,452 at 6%; with 50% employer match about $89,452 at 4% or $59,635 at 6%; with 100% employer match about $67,089 at 4% or $44,726 at 6%.
Grassi Investment Management LLC 401(K) & Profit Sharing Plan-7$337,991$37,570$5,367iApproximate average salary by contribution assumption: employee only about $134,179 at 4% or $89,452 at 6%; with 50% employer match about $89,452 at 4% or $59,635 at 6%; with 100% employer match about $67,089 at 4% or $44,726 at 6%.
201216$279,622$30,170$5,028iApproximate average salary by contribution assumption: employee only about $125,708 at 4% or $83,806 at 6%; with 50% employer match about $83,806 at 4% or $55,870 at 6%; with 100% employer match about $62,854 at 4% or $41,903 at 6%.
Grassi Investment Management LLC 401(K) & Profit Sharing Plan-6$279,622$30,170$5,028iApproximate average salary by contribution assumption: employee only about $125,708 at 4% or $83,806 at 6%; with 50% employer match about $83,806 at 4% or $55,870 at 6%; with 100% employer match about $62,854 at 4% or $41,903 at 6%.
201116$190,544$33,216$5,536iApproximate average salary by contribution assumption: employee only about $138,400 at 4% or $92,267 at 6%; with 50% employer match about $92,267 at 4% or $61,511 at 6%; with 100% employer match about $69,200 at 4% or $46,133 at 6%.
Grassi Investment Management LLC 401(K) & Profit Sharing Plan-6$190,544$33,216$5,536iApproximate average salary by contribution assumption: employee only about $138,400 at 4% or $92,267 at 6%; with 50% employer match about $92,267 at 4% or $61,511 at 6%; with 100% employer match about $69,200 at 4% or $46,133 at 6%.
201017$290,381$28,536$4,077iApproximate average salary by contribution assumption: employee only about $101,914 at 4% or $67,943 at 6%; with 50% employer match about $67,943 at 4% or $45,295 at 6%; with 100% employer match about $50,957 at 4% or $33,971 at 6%.
Grassi Investment Management LLC 401(K) & Profit Sharing Plan-7$290,381$28,536$4,077iApproximate average salary by contribution assumption: employee only about $101,914 at 4% or $67,943 at 6%; with 50% employer match about $67,943 at 4% or $45,295 at 6%; with 100% employer match about $50,957 at 4% or $33,971 at 6%.
200915$222,878$42,837$8,567iApproximate average salary by contribution assumption: employee only about $214,185 at 4% or $142,790 at 6%; with 50% employer match about $142,790 at 4% or $95,193 at 6%; with 100% employer match about $107,093 at 4% or $71,395 at 6%.
Grassi Investment Management LLC 401(K) & Profit Sharing Plan-5$222,878$42,837$8,567iApproximate average salary by contribution assumption: employee only about $214,185 at 4% or $142,790 at 6%; with 50% employer match about $142,790 at 4% or $95,193 at 6%; with 100% employer match about $107,093 at 4% or $71,395 at 6%.
200814$213,833$46,864$11,716iApproximate average salary by contribution assumption: employee only about $292,900 at 4% or $195,267 at 6%; with 50% employer match about $195,267 at 4% or $130,178 at 6%; with 100% employer match about $146,450 at 4% or $97,633 at 6%.
Grassi Investment Management LLC 401(K) & Profit Sharing Plan-4$213,833$46,864$11,716iApproximate average salary by contribution assumption: employee only about $292,900 at 4% or $195,267 at 6%; with 50% employer match about $195,267 at 4% or $130,178 at 6%; with 100% employer match about $146,450 at 4% or $97,633 at 6%.
200715$0$0-
Grassi Investment Management LLC 401(K) & Profit Sharing Plan-5---
200615$232,048$51,332$10,266iApproximate average salary by contribution assumption: employee only about $256,660 at 4% or $171,107 at 6%; with 50% employer match about $171,107 at 4% or $114,071 at 6%; with 100% employer match about $128,330 at 4% or $85,553 at 6%.
Grassi Investment Management LLC 401(K) & Profit Sharing Plan-5$232,048$51,332$10,266iApproximate average salary by contribution assumption: employee only about $256,660 at 4% or $171,107 at 6%; with 50% employer match about $171,107 at 4% or $114,071 at 6%; with 100% employer match about $128,330 at 4% or $85,553 at 6%.
200513$238,113$70,345$23,448iApproximate average salary by contribution assumption: employee only about $586,208 at 4% or $390,806 at 6%; with 50% employer match about $390,806 at 4% or $260,537 at 6%; with 100% employer match about $293,104 at 4% or $195,403 at 6%.
Grassi Investment Management LLC 401(K) & Profit Sharing Plan-3$238,113$70,345$23,448iApproximate average salary by contribution assumption: employee only about $586,208 at 4% or $390,806 at 6%; with 50% employer match about $390,806 at 4% or $260,537 at 6%; with 100% employer match about $293,104 at 4% or $195,403 at 6%.
200413$194,433$36,390$12,130iApproximate average salary by contribution assumption: employee only about $303,250 at 4% or $202,167 at 6%; with 50% employer match about $202,167 at 4% or $134,778 at 6%; with 100% employer match about $151,625 at 4% or $101,083 at 6%.
Grassi Investment Management LLC 401(K) & Profit Sharing Plan-3$194,433$36,390$12,130iApproximate average salary by contribution assumption: employee only about $303,250 at 4% or $202,167 at 6%; with 50% employer match about $202,167 at 4% or $134,778 at 6%; with 100% employer match about $151,625 at 4% or $101,083 at 6%.
200314$186,461$9,730$2,433iApproximate average salary by contribution assumption: employee only about $60,813 at 4% or $40,542 at 6%; with 50% employer match about $40,542 at 4% or $27,028 at 6%; with 100% employer match about $30,406 at 4% or $20,271 at 6%.
Grassi Investment Management LLC 401(K) & Profit Sharing Plan-4$186,461$9,730$2,433iApproximate average salary by contribution assumption: employee only about $60,813 at 4% or $40,542 at 6%; with 50% employer match about $40,542 at 4% or $27,028 at 6%; with 100% employer match about $30,406 at 4% or $20,271 at 6%.
200214$107,417$54,326$13,582iApproximate average salary by contribution assumption: employee only about $339,538 at 4% or $226,358 at 6%; with 50% employer match about $226,358 at 4% or $150,906 at 6%; with 100% employer match about $169,769 at 4% or $113,179 at 6%.
Grassi Investment Management LLC 401(K) & Profit Sharing Plan-4$107,417$54,326$13,582iApproximate average salary by contribution assumption: employee only about $339,538 at 4% or $226,358 at 6%; with 50% employer match about $226,358 at 4% or $150,906 at 6%; with 100% employer match about $169,769 at 4% or $113,179 at 6%.
200123$113,787$92,105$30,702iApproximate average salary by contribution assumption: employee only about $767,542 at 4% or $511,694 at 6%; with 50% employer match about $511,694 at 4% or $341,130 at 6%; with 100% employer match about $383,771 at 4% or $255,847 at 6%.
Grassi Investment Management LLC 401(K) & Profit Sharing Plan-3$113,787$48,503$16,168iApproximate average salary by contribution assumption: employee only about $404,192 at 4% or $269,461 at 6%; with 50% employer match about $269,461 at 4% or $179,641 at 6%; with 100% employer match about $202,096 at 4% or $134,731 at 6%.
GRASSI INVESTMENT MANAGMENT MONEY PURCHASE PENSIONPLAN-0-$43,602-
200025$65,280$65,119$13,024iApproximate average salary by contribution assumption: employee only about $325,595 at 4% or $217,063 at 6%; with 50% employer match about $217,063 at 4% or $144,709 at 6%; with 100% employer match about $162,798 at 4% or $108,532 at 6%.
GRASSI INVESTMENT MANAGEMENT MONEY PURCHASE PENSION PLAN-3$44,119$44,119$14,706iApproximate average salary by contribution assumption: employee only about $367,658 at 4% or $245,106 at 6%; with 50% employer match about $245,106 at 4% or $163,404 at 6%; with 100% employer match about $183,829 at 4% or $122,553 at 6%.
Grassi Investment Management LLC 401(K) & Profit Sharing Plan-5$21,161$21,000$4,200iApproximate average salary by contribution assumption: employee only about $105,000 at 4% or $70,000 at 6%; with 50% employer match about $70,000 at 4% or $46,667 at 6%; with 100% employer match about $52,500 at 4% or $35,000 at 6%.