Civic Intelligence

The Milken Institute for Job & Capital Formation

Plan context: Milken Institute 403(B) Plan

EIN 95-4240775 • Santa Monica, CA • 26 filings • 4 plans

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1250 Fourth StreetSanta Monica, CA 90401
Current Snapshot

Latest Year

2024

2024 Participants

278

2024 Assets

$32,033,264

2024 Contributions

$4,049,059

Historical Graphs

Total Assets Over Time

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

$32,033,264$16,016,632$0200920172024YearValue
$32,033,264Latest year 2024

Participants Over Time

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

2781390200920172024YearValue
278Latest 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
20241278$32,033,264$4,049,059$14,565iApproximate average salary by contribution assumption: employee only about $364,124 at 4% or $242,749 at 6%; with 50% employer match about $242,749 at 4% or $161,833 at 6%; with 100% employer match about $182,062 at 4% or $121,375 at 6%.
Milken Institute 403(B) Plan-278$32,033,264$4,049,059$14,565iApproximate average salary by contribution assumption: employee only about $364,124 at 4% or $242,749 at 6%; with 50% employer match about $242,749 at 4% or $161,833 at 6%; with 100% employer match about $182,062 at 4% or $121,375 at 6%.
20231193$26,540,012$3,681,387$19,075iApproximate average salary by contribution assumption: employee only about $476,864 at 4% or $317,909 at 6%; with 50% employer match about $317,909 at 4% or $211,939 at 6%; with 100% employer match about $238,432 at 4% or $158,955 at 6%.
Milken Institute 403(B) Plan-193$26,540,012$3,681,387$19,075iApproximate average salary by contribution assumption: employee only about $476,864 at 4% or $317,909 at 6%; with 50% employer match about $317,909 at 4% or $211,939 at 6%; with 100% employer match about $238,432 at 4% or $158,955 at 6%.
20221179$20,238,418$2,792,932$15,603iApproximate average salary by contribution assumption: employee only about $390,074 at 4% or $260,050 at 6%; with 50% employer match about $260,050 at 4% or $173,366 at 6%; with 100% employer match about $195,037 at 4% or $130,025 at 6%.
Milken Institute 403(B) Plan-179$20,238,418$2,792,932$15,603iApproximate average salary by contribution assumption: employee only about $390,074 at 4% or $260,050 at 6%; with 50% employer match about $260,050 at 4% or $173,366 at 6%; with 100% employer match about $195,037 at 4% or $130,025 at 6%.
20211200$22,496,447$2,888,847$14,444iApproximate average salary by contribution assumption: employee only about $361,106 at 4% or $240,737 at 6%; with 50% employer match about $240,737 at 4% or $160,492 at 6%; with 100% employer match about $180,553 at 4% or $120,369 at 6%.
Milken Institute 403(B) Plan-200$22,496,447$2,888,847$14,444iApproximate average salary by contribution assumption: employee only about $361,106 at 4% or $240,737 at 6%; with 50% employer match about $240,737 at 4% or $160,492 at 6%; with 100% employer match about $180,553 at 4% or $120,369 at 6%.
20201178$17,418,006$2,440,897$13,713iApproximate average salary by contribution assumption: employee only about $342,823 at 4% or $228,548 at 6%; with 50% employer match about $228,548 at 4% or $152,366 at 6%; with 100% employer match about $171,411 at 4% or $114,274 at 6%.
Milken Institute 403(B) Plan-178$17,418,006$2,440,897$13,713iApproximate average salary by contribution assumption: employee only about $342,823 at 4% or $228,548 at 6%; with 50% employer match about $228,548 at 4% or $152,366 at 6%; with 100% employer match about $171,411 at 4% or $114,274 at 6%.
20191180$13,695,143$1,924,581$10,692iApproximate average salary by contribution assumption: employee only about $267,303 at 4% or $178,202 at 6%; with 50% employer match about $178,202 at 4% or $118,801 at 6%; with 100% employer match about $133,651 at 4% or $89,101 at 6%.
Milken Institute 403(B) Plan-180$13,695,143$1,924,581$10,692iApproximate average salary by contribution assumption: employee only about $267,303 at 4% or $178,202 at 6%; with 50% employer match about $178,202 at 4% or $118,801 at 6%; with 100% employer match about $133,651 at 4% or $89,101 at 6%.
20181161$10,050,084$1,657,935$10,298iApproximate average salary by contribution assumption: employee only about $257,443 at 4% or $171,629 at 6%; with 50% employer match about $171,629 at 4% or $114,419 at 6%; with 100% employer match about $128,722 at 4% or $85,814 at 6%.
Milken Institute 403(B) Plan-161$10,050,084$1,657,935$10,298iApproximate average salary by contribution assumption: employee only about $257,443 at 4% or $171,629 at 6%; with 50% employer match about $171,629 at 4% or $114,419 at 6%; with 100% employer match about $128,722 at 4% or $85,814 at 6%.
20171134$9,151,697$1,367,781$10,207iApproximate average salary by contribution assumption: employee only about $255,183 at 4% or $170,122 at 6%; with 50% employer match about $170,122 at 4% or $113,415 at 6%; with 100% employer match about $127,592 at 4% or $85,061 at 6%.
Milken Institute 403(B) Plan-134$9,151,697$1,367,781$10,207iApproximate average salary by contribution assumption: employee only about $255,183 at 4% or $170,122 at 6%; with 50% employer match about $170,122 at 4% or $113,415 at 6%; with 100% employer match about $127,592 at 4% or $85,061 at 6%.
20161117$7,446,252$971,232$8,301iApproximate average salary by contribution assumption: employee only about $207,528 at 4% or $138,352 at 6%; with 50% employer match about $138,352 at 4% or $92,235 at 6%; with 100% employer match about $103,764 at 4% or $69,176 at 6%.
Milken Institute 403(B) Plan-117$7,446,252$971,232$8,301iApproximate average salary by contribution assumption: employee only about $207,528 at 4% or $138,352 at 6%; with 50% employer match about $138,352 at 4% or $92,235 at 6%; with 100% employer match about $103,764 at 4% or $69,176 at 6%.
20151110$6,757,755$858,177$7,802iApproximate average salary by contribution assumption: employee only about $195,040 at 4% or $130,027 at 6%; with 50% employer match about $130,027 at 4% or $86,685 at 6%; with 100% employer match about $97,520 at 4% or $65,013 at 6%.
Milken Institute 403(B) Plan-110$6,757,755$858,177$7,802iApproximate average salary by contribution assumption: employee only about $195,040 at 4% or $130,027 at 6%; with 50% employer match about $130,027 at 4% or $86,685 at 6%; with 100% employer match about $97,520 at 4% or $65,013 at 6%.
2014196$6,365,642$719,732$7,497iApproximate average salary by contribution assumption: employee only about $187,430 at 4% or $124,953 at 6%; with 50% employer match about $124,953 at 4% or $83,302 at 6%; with 100% employer match about $93,715 at 4% or $62,477 at 6%.
Milken Institute 403(B) Plan-96$6,365,642$719,732$7,497iApproximate average salary by contribution assumption: employee only about $187,430 at 4% or $124,953 at 6%; with 50% employer match about $124,953 at 4% or $83,302 at 6%; with 100% employer match about $93,715 at 4% or $62,477 at 6%.
2013196$5,818,856$981,409$10,223iApproximate average salary by contribution assumption: employee only about $255,575 at 4% or $170,384 at 6%; with 50% employer match about $170,384 at 4% or $113,589 at 6%; with 100% employer match about $127,788 at 4% or $85,192 at 6%.
Milken Institute 403(B) Plan-96$5,818,856$981,409$10,223iApproximate average salary by contribution assumption: employee only about $255,575 at 4% or $170,384 at 6%; with 50% employer match about $170,384 at 4% or $113,589 at 6%; with 100% employer match about $127,788 at 4% or $85,192 at 6%.
2012183$4,285,528$528,491$6,367iApproximate average salary by contribution assumption: employee only about $159,184 at 4% or $106,123 at 6%; with 50% employer match about $106,123 at 4% or $70,748 at 6%; with 100% employer match about $79,592 at 4% or $53,061 at 6%.
Milken Institute 403(B) Plan-83$4,285,528$528,491$6,367iApproximate average salary by contribution assumption: employee only about $159,184 at 4% or $106,123 at 6%; with 50% employer match about $106,123 at 4% or $70,748 at 6%; with 100% employer match about $79,592 at 4% or $53,061 at 6%.
2011172$3,671,789$511,057$7,098iApproximate average salary by contribution assumption: employee only about $177,450 at 4% or $118,300 at 6%; with 50% employer match about $118,300 at 4% or $78,867 at 6%; with 100% employer match about $88,725 at 4% or $59,150 at 6%.
Milken Institute 403(B) Plan-72$3,671,789$511,057$7,098iApproximate average salary by contribution assumption: employee only about $177,450 at 4% or $118,300 at 6%; with 50% employer match about $118,300 at 4% or $78,867 at 6%; with 100% employer match about $88,725 at 4% or $59,150 at 6%.
2010168$3,392,681$670,791$9,865iApproximate average salary by contribution assumption: employee only about $246,614 at 4% or $164,410 at 6%; with 50% employer match about $164,410 at 4% or $109,606 at 6%; with 100% employer match about $123,307 at 4% or $82,205 at 6%.
Milken Institute 403(B) Plan-68$3,392,681$670,791$9,865iApproximate average salary by contribution assumption: employee only about $246,614 at 4% or $164,410 at 6%; with 50% employer match about $164,410 at 4% or $109,606 at 6%; with 100% employer match about $123,307 at 4% or $82,205 at 6%.
2009157$2,356,355$342,504$6,009iApproximate average salary by contribution assumption: employee only about $150,221 at 4% or $100,147 at 6%; with 50% employer match about $100,147 at 4% or $66,765 at 6%; with 100% employer match about $75,111 at 4% or $50,074 at 6%.
Milken Institute 403(B) Plan-57$2,356,355$342,504$6,009iApproximate average salary by contribution assumption: employee only about $150,221 at 4% or $100,147 at 6%; with 50% employer match about $100,147 at 4% or $66,765 at 6%; with 100% employer match about $75,111 at 4% or $50,074 at 6%.
200810$0$0-
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200610$0$0-
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200510$0$0-
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200410$0$0-
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200110$0$0-
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199910$0$0-
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