Training and Research Foundation
Plan context: Training and Research Foundation Money Purchase Pension Plan
EIN 95-2958220 • Tustin, CA • 41 filings • 12 plans
Current Snapshot
Latest Year
2024
2024 Participants
92
2024 Assets
$2,738,957
2024 Contributions
$45,359
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 | 92 | $2,738,957 | $45,359 | $493iApproximate average salary by contribution assumption: employee only about $12,326 at 4% or $8,217 at 6%; with 50% employer match about $8,217 at 4% or $5,478 at 6%; with 100% employer match about $6,163 at 4% or $4,109 at 6%. |
| Training and Research Foundation Money Purchase Pension Plan | - | 92 | $2,738,957 | $45,359 | $493iApproximate average salary by contribution assumption: employee only about $12,326 at 4% or $8,217 at 6%; with 50% employer match about $8,217 at 4% or $5,478 at 6%; with 100% employer match about $6,163 at 4% or $4,109 at 6%. |
| 2023 | 1 | 39 | $2,557,358 | $16,853 | $432iApproximate average salary by contribution assumption: employee only about $10,803 at 4% or $7,202 at 6%; with 50% employer match about $7,202 at 4% or $4,801 at 6%; with 100% employer match about $5,402 at 4% or $3,601 at 6%. |
| Training and Research Foundation Money Purchase Pension Plan | - | 39 | $2,557,358 | $16,853 | $432iApproximate average salary by contribution assumption: employee only about $10,803 at 4% or $7,202 at 6%; with 50% employer match about $7,202 at 4% or $4,801 at 6%; with 100% employer match about $5,402 at 4% or $3,601 at 6%. |
| 2022 | 1 | 34 | $2,468,823 | $13,190 | $388iApproximate average salary by contribution assumption: employee only about $9,699 at 4% or $6,466 at 6%; with 50% employer match about $6,466 at 4% or $4,310 at 6%; with 100% employer match about $4,849 at 4% or $3,233 at 6%. |
| Training and Research Foundation Money Purchase Pension Plan | - | 34 | $2,468,823 | $13,190 | $388iApproximate average salary by contribution assumption: employee only about $9,699 at 4% or $6,466 at 6%; with 50% employer match about $6,466 at 4% or $4,310 at 6%; with 100% employer match about $4,849 at 4% or $3,233 at 6%. |
| 2021 | 1 | 3 | $3,187,617 | $20,375 | $6,792iApproximate average salary by contribution assumption: employee only about $169,792 at 4% or $113,194 at 6%; with 50% employer match about $113,194 at 4% or $75,463 at 6%; with 100% employer match about $84,896 at 4% or $56,597 at 6%. |
| Training and Research Foundation Money Purchase Pension Plan | - | 3 | $3,187,617 | $20,375 | $6,792iApproximate average salary by contribution assumption: employee only about $169,792 at 4% or $113,194 at 6%; with 50% employer match about $113,194 at 4% or $75,463 at 6%; with 100% employer match about $84,896 at 4% or $56,597 at 6%. |
| 2020 | 2 | 228 | $14,698,446 | $1,200,434 | $5,265iApproximate average salary by contribution assumption: employee only about $131,627 at 4% or $87,751 at 6%; with 50% employer match about $87,751 at 4% or $58,501 at 6%; with 100% employer match about $65,813 at 4% or $43,876 at 6%. |
| Training and Research Foundation Money Purchase Pension Plan | - | 228 | $11,121,876 | $1,191,479 | $5,226iApproximate average salary by contribution assumption: employee only about $130,645 at 4% or $87,096 at 6%; with 50% employer match about $87,096 at 4% or $58,064 at 6%; with 100% employer match about $65,322 at 4% or $43,548 at 6%. |
| Training and Research Foundation Money Purchase Pension Plan | - | 14 | $3,576,570 | $8,955 | $640iApproximate average salary by contribution assumption: employee only about $15,991 at 4% or $10,661 at 6%; with 50% employer match about $10,661 at 4% or $7,107 at 6%; with 100% employer match about $7,996 at 4% or $5,330 at 6%. |
| 2019 | 1 | 20 | $4,234,047 | $665,027 | $33,251iApproximate average salary by contribution assumption: employee only about $831,284 at 4% or $554,189 at 6%; with 50% employer match about $554,189 at 4% or $369,459 at 6%; with 100% employer match about $415,642 at 4% or $277,095 at 6%. |
| Training and Research Foundation Money Purchase Pension Plan | - | 20 | $4,234,047 | $665,027 | $33,251iApproximate average salary by contribution assumption: employee only about $831,284 at 4% or $554,189 at 6%; with 50% employer match about $554,189 at 4% or $369,459 at 6%; with 100% employer match about $415,642 at 4% or $277,095 at 6%. |
| 2018 | 2 | 228 | $11,121,876 | $1,191,479 | $5,226iApproximate average salary by contribution assumption: employee only about $130,645 at 4% or $87,096 at 6%; with 50% employer match about $87,096 at 4% or $58,064 at 6%; with 100% employer match about $65,322 at 4% or $43,548 at 6%. |
| Training and Research Foundation Money Purchase Pension Plan | - | 228 | $11,121,876 | $1,191,479 | $5,226iApproximate average salary by contribution assumption: employee only about $130,645 at 4% or $87,096 at 6%; with 50% employer match about $87,096 at 4% or $58,064 at 6%; with 100% employer match about $65,322 at 4% or $43,548 at 6%. |
| Training and Research Foundation Welfare Benefits Plan | - | 228 | - | - | - |
| 2017 | 2 | 226 | $13,392,566 | $879,436 | $3,891iApproximate average salary by contribution assumption: employee only about $97,283 at 4% or $64,855 at 6%; with 50% employer match about $64,855 at 4% or $43,237 at 6%; with 100% employer match about $48,641 at 4% or $32,428 at 6%. |
| Training and Research Foundation Money Purchase Pension Plan | - | 188 | $13,392,566 | $879,436 | $4,678iApproximate average salary by contribution assumption: employee only about $116,946 at 4% or $77,964 at 6%; with 50% employer match about $77,964 at 4% or $51,976 at 6%; with 100% employer match about $58,473 at 4% or $38,982 at 6%. |
| Training and Research Foundation Welfare Benefits Plan | - | 226 | - | - | - |
| 2016 | 2 | 245 | $14,481,669 | $947,713 | $3,868iApproximate average salary by contribution assumption: employee only about $96,705 at 4% or $64,470 at 6%; with 50% employer match about $64,470 at 4% or $42,980 at 6%; with 100% employer match about $48,353 at 4% or $32,235 at 6%. |
| Training and Research Foundation Money Purchase Pension Plan | - | 245 | $14,481,669 | $947,713 | $3,868iApproximate average salary by contribution assumption: employee only about $96,705 at 4% or $64,470 at 6%; with 50% employer match about $64,470 at 4% or $42,980 at 6%; with 100% employer match about $48,353 at 4% or $32,235 at 6%. |
| Training and Research Foundation Welfare Benefits Plan | - | 234 | - | - | - |
| 2015 | 2 | 257 | $14,765,041 | $913,318 | $3,554iApproximate average salary by contribution assumption: employee only about $88,844 at 4% or $59,229 at 6%; with 50% employer match about $59,229 at 4% or $39,486 at 6%; with 100% employer match about $44,422 at 4% or $29,615 at 6%. |
| Training and Research Foundation Money Purchase Pension Plan | - | 213 | $14,765,041 | $913,318 | $4,288iApproximate average salary by contribution assumption: employee only about $107,197 at 4% or $71,465 at 6%; with 50% employer match about $71,465 at 4% or $47,643 at 6%; with 100% employer match about $53,598 at 4% or $35,732 at 6%. |
| Training and Research Foundation Welfare Benefits Plan | - | 257 | - | - | - |
| 2014 | 2 | 244 | $15,678,402 | $916,617 | $3,757iApproximate average salary by contribution assumption: employee only about $93,916 at 4% or $62,610 at 6%; with 50% employer match about $62,610 at 4% or $41,740 at 6%; with 100% employer match about $46,958 at 4% or $31,305 at 6%. |
| Training and Research Foundation Money Purchase Pension Plan | - | 221 | $15,678,402 | $916,617 | $4,148iApproximate average salary by contribution assumption: employee only about $103,690 at 4% or $69,126 at 6%; with 50% employer match about $69,126 at 4% or $46,084 at 6%; with 100% employer match about $51,845 at 4% or $34,563 at 6%. |
| Training and Research Foundation Welfare Benefits Plan | - | 244 | - | - | - |
| 2013 | 2 | 244 | $14,875,762 | $938,608 | $3,847iApproximate average salary by contribution assumption: employee only about $96,169 at 4% or $64,113 at 6%; with 50% employer match about $64,113 at 4% or $42,742 at 6%; with 100% employer match about $48,084 at 4% or $32,056 at 6%. |
| Training and Research Foundation Money Purchase Pension Plan | - | 216 | $14,875,762 | $938,608 | $4,345iApproximate average salary by contribution assumption: employee only about $108,635 at 4% or $72,423 at 6%; with 50% employer match about $72,423 at 4% or $48,282 at 6%; with 100% employer match about $54,318 at 4% or $36,212 at 6%. |
| Training and Research Foundation Welfare Benefits Plan | - | 244 | - | - | - |
| 2012 | 3 | 229 | $14,820,902 | $856,997 | $3,742iApproximate average salary by contribution assumption: employee only about $93,559 at 4% or $62,372 at 6%; with 50% employer match about $62,372 at 4% or $41,582 at 6%; with 100% employer match about $46,779 at 4% or $31,186 at 6%. |
| Training and Research Foundation Money Purchase Pension Plan | - | 214 | $14,820,902 | $856,997 | $4,005iApproximate average salary by contribution assumption: employee only about $100,116 at 4% or $66,744 at 6%; with 50% employer match about $66,744 at 4% or $44,496 at 6%; with 100% employer match about $50,058 at 4% or $33,372 at 6%. |
| TRAINING AND RESEARCH FOUNDATION 401(K) PROFIT SHARING PLAN | - | 0 | $0 | $0 | - |
| Training and Research Foundation Welfare Benefits Plan | - | 229 | - | - | - |
| 2011 | 2 | 194 | $14,813,358 | $840,828 | $4,334iApproximate average salary by contribution assumption: employee only about $108,354 at 4% or $72,236 at 6%; with 50% employer match about $72,236 at 4% or $48,157 at 6%; with 100% employer match about $54,177 at 4% or $36,118 at 6%. |
| Training and Research Foundation Money Purchase Pension Plan | - | 194 | $14,807,615 | $840,828 | $4,334iApproximate average salary by contribution assumption: employee only about $108,354 at 4% or $72,236 at 6%; with 50% employer match about $72,236 at 4% or $48,157 at 6%; with 100% employer match about $54,177 at 4% or $36,118 at 6%. |
| TRAINING AND RESEARCH FOUNDATION 401(K) PROFIT SHARING PLAN | - | 14 | $5,743 | $0 | - |
| 2010 | 2 | 191 | $13,592,764 | $964,471 | $5,050iApproximate average salary by contribution assumption: employee only about $126,240 at 4% or $84,160 at 6%; with 50% employer match about $84,160 at 4% or $56,107 at 6%; with 100% employer match about $63,120 at 4% or $42,080 at 6%. |
| Training and Research Foundation Money Purchase Pension Plan | - | 191 | $13,584,904 | $964,471 | $5,050iApproximate average salary by contribution assumption: employee only about $126,240 at 4% or $84,160 at 6%; with 50% employer match about $84,160 at 4% or $56,107 at 6%; with 100% employer match about $63,120 at 4% or $42,080 at 6%. |
| TRAINING AND RESEARCH FOUNDATION 401(K) PROFIT SHARING PLAN | - | 15 | $7,860 | $0 | - |
| 2009 | 2 | 194 | $11,956,883 | $829,070 | $4,274iApproximate average salary by contribution assumption: employee only about $106,839 at 4% or $71,226 at 6%; with 50% employer match about $71,226 at 4% or $47,484 at 6%; with 100% employer match about $53,419 at 4% or $35,613 at 6%. |
| Training and Research Foundation Money Purchase Pension Plan | - | 194 | $11,947,272 | $829,070 | $4,274iApproximate average salary by contribution assumption: employee only about $106,839 at 4% or $71,226 at 6%; with 50% employer match about $71,226 at 4% or $47,484 at 6%; with 100% employer match about $53,419 at 4% or $35,613 at 6%. |
| TRAINING AND RESEARCH FOUNDATION 401(K) PROFIT SHARING PLAN | - | 17 | $9,611 | $0 | - |
| 2008 | 2 | 195 | $10,763,341 | $1,003,257 | $5,145iApproximate average salary by contribution assumption: employee only about $128,623 at 4% or $85,748 at 6%; with 50% employer match about $85,748 at 4% or $57,166 at 6%; with 100% employer match about $64,311 at 4% or $42,874 at 6%. |
| Training and Research Foundation Money Purchase Pension Plan | - | 173 | $10,745,740 | $922,775 | $5,334iApproximate average salary by contribution assumption: employee only about $133,349 at 4% or $88,899 at 6%; with 50% employer match about $88,899 at 4% or $59,266 at 6%; with 100% employer match about $66,674 at 4% or $44,450 at 6%. |
| Training and Research Foundation Money Purchase Pension Plan | - | 195 | $17,601 | $80,482 | $413iApproximate average salary by contribution assumption: employee only about $10,318 at 4% or $6,879 at 6%; with 50% employer match about $6,879 at 4% or $4,586 at 6%; with 100% employer match about $5,159 at 4% or $3,439 at 6%. |
| 2007 | 3 | 180 | $14,258,010 | $1,153,690 | $6,409iApproximate average salary by contribution assumption: employee only about $160,235 at 4% or $106,823 at 6%; with 50% employer match about $106,823 at 4% or $71,215 at 6%; with 100% employer match about $80,117 at 4% or $53,412 at 6%. |
| Training and Research Foundation Money Purchase Pension Plan | - | 168 | $14,190,884 | $1,087,144 | $6,471iApproximate average salary by contribution assumption: employee only about $161,777 at 4% or $107,852 at 6%; with 50% employer match about $107,852 at 4% or $71,901 at 6%; with 100% employer match about $80,889 at 4% or $53,926 at 6%. |
| TRAINING & RESEARCH FOUNDATION 401K PROFIT SHARING PLAN & TRUST | - | 180 | $33,563 | $33,273 | $185iApproximate average salary by contribution assumption: employee only about $4,621 at 4% or $3,081 at 6%; with 50% employer match about $3,081 at 4% or $2,054 at 6%; with 100% employer match about $2,311 at 4% or $1,540 at 6%. |
| TRAINING & RESEARCH FOUNDAITON 401 K PROFIT SHARING PLAN AND TRUST | - | 180 | $33,563 | $33,273 | $185iApproximate average salary by contribution assumption: employee only about $4,621 at 4% or $3,081 at 6%; with 50% employer match about $3,081 at 4% or $2,054 at 6%; with 100% employer match about $2,311 at 4% or $1,540 at 6%. |
| 2006 | 1 | 176 | $13,368,156 | $1,130,609 | $6,424iApproximate average salary by contribution assumption: employee only about $160,598 at 4% or $107,065 at 6%; with 50% employer match about $107,065 at 4% or $71,377 at 6%; with 100% employer match about $80,299 at 4% or $53,533 at 6%. |
| Training and Research Foundation Money Purchase Pension Plan | - | 176 | $13,368,156 | $1,130,609 | $6,424iApproximate average salary by contribution assumption: employee only about $160,598 at 4% or $107,065 at 6%; with 50% employer match about $107,065 at 4% or $71,377 at 6%; with 100% employer match about $80,299 at 4% or $53,533 at 6%. |
| 2005 | 1 | 165 | $11,044,030 | $1,040,910 | $6,309iApproximate average salary by contribution assumption: employee only about $157,714 at 4% or $105,142 at 6%; with 50% employer match about $105,142 at 4% or $70,095 at 6%; with 100% employer match about $78,857 at 4% or $52,571 at 6%. |
| Training and Research Foundation Money Purchase Pension Plan | - | 165 | $11,044,030 | $1,040,910 | $6,309iApproximate average salary by contribution assumption: employee only about $157,714 at 4% or $105,142 at 6%; with 50% employer match about $105,142 at 4% or $70,095 at 6%; with 100% employer match about $78,857 at 4% or $52,571 at 6%. |
| 2004 | 1 | 140 | $10,102,614 | $865,705 | $6,184iApproximate average salary by contribution assumption: employee only about $154,590 at 4% or $103,060 at 6%; with 50% employer match about $103,060 at 4% or $68,707 at 6%; with 100% employer match about $77,295 at 4% or $51,530 at 6%. |
| Training and Research Foundation Money Purchase Pension Plan | - | 140 | $10,102,614 | $865,705 | $6,184iApproximate average salary by contribution assumption: employee only about $154,590 at 4% or $103,060 at 6%; with 50% employer match about $103,060 at 4% or $68,707 at 6%; with 100% employer match about $77,295 at 4% or $51,530 at 6%. |
| 2003 | 1 | 124 | $8,346,447 | $905,608 | $7,303iApproximate average salary by contribution assumption: employee only about $182,582 at 4% or $121,722 at 6%; with 50% employer match about $121,722 at 4% or $81,148 at 6%; with 100% employer match about $91,291 at 4% or $60,861 at 6%. |
| Training and Research Foundation Money Purchase Pension Plan | - | 124 | $8,346,447 | $905,608 | $7,303iApproximate average salary by contribution assumption: employee only about $182,582 at 4% or $121,722 at 6%; with 50% employer match about $121,722 at 4% or $81,148 at 6%; with 100% employer match about $91,291 at 4% or $60,861 at 6%. |
| 2002 | 1 | 117 | $5,589,956 | $890,772 | $7,613iApproximate average salary by contribution assumption: employee only about $190,336 at 4% or $126,891 at 6%; with 50% employer match about $126,891 at 4% or $84,594 at 6%; with 100% employer match about $95,168 at 4% or $63,445 at 6%. |
| Training and Research Foundation Money Purchase Pension Plan | - | 117 | $5,589,956 | $890,772 | $7,613iApproximate average salary by contribution assumption: employee only about $190,336 at 4% or $126,891 at 6%; with 50% employer match about $126,891 at 4% or $84,594 at 6%; with 100% employer match about $95,168 at 4% or $63,445 at 6%. |
| 2001 | 1 | 118 | $5,494,588 | $761,494 | $6,453iApproximate average salary by contribution assumption: employee only about $161,333 at 4% or $107,556 at 6%; with 50% employer match about $107,556 at 4% or $71,704 at 6%; with 100% employer match about $80,667 at 4% or $53,778 at 6%. |
| Training and Research Foundation Money Purchase Pension Plan | - | 118 | $5,494,588 | $761,494 | $6,453iApproximate average salary by contribution assumption: employee only about $161,333 at 4% or $107,556 at 6%; with 50% employer match about $107,556 at 4% or $71,704 at 6%; with 100% employer match about $80,667 at 4% or $53,778 at 6%. |
| 2000 | 1 | 115 | $5,230,878 | $635,042 | $5,522iApproximate average salary by contribution assumption: employee only about $138,053 at 4% or $92,035 at 6%; with 50% employer match about $92,035 at 4% or $61,357 at 6%; with 100% employer match about $69,026 at 4% or $46,018 at 6%. |
| Training and Research Foundation Money Purchase Pension Plan | - | 115 | $5,230,878 | $635,042 | $5,522iApproximate average salary by contribution assumption: employee only about $138,053 at 4% or $92,035 at 6%; with 50% employer match about $92,035 at 4% or $61,357 at 6%; with 100% employer match about $69,026 at 4% or $46,018 at 6%. |
| 1999 | 1 | 111 | $4,653,967 | $647,763 | $5,836iApproximate average salary by contribution assumption: employee only about $145,893 at 4% or $97,262 at 6%; with 50% employer match about $97,262 at 4% or $64,841 at 6%; with 100% employer match about $72,946 at 4% or $48,631 at 6%. |
| Training and Research Foundation Money Purchase Pension Plan | - | 111 | $4,653,967 | $647,763 | $5,836iApproximate average salary by contribution assumption: employee only about $145,893 at 4% or $97,262 at 6%; with 50% employer match about $97,262 at 4% or $64,841 at 6%; with 100% employer match about $72,946 at 4% or $48,631 at 6%. |