Civic Intelligence

Economic Roundtable

Plan context: Economic Roundtable Retirement Plan

EIN 95-4313202 • Pasadena, CA • 27 filings • 4 plans

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100 Grace TerPasadena, CA 91105-3461
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$1,036,892

2025 Contributions

$36,508

Historical Graphs

Total Assets Over Time

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

$1,036,892$518,446$0200920172024YearValue
$1,036,892Latest year 2024

Participants Over Time

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

740200720162024YearValue
3Latest 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$36,508-
Economic Roundtable Retirement Plan-0$0$36,508-
202413$1,036,892$48,755$16,252iApproximate average salary by contribution assumption: employee only about $406,292 at 4% or $270,861 at 6%; with 50% employer match about $270,861 at 4% or $180,574 at 6%; with 100% employer match about $203,146 at 4% or $135,431 at 6%.
Economic Roundtable Retirement Plan-3$1,036,892$48,755$16,252iApproximate average salary by contribution assumption: employee only about $406,292 at 4% or $270,861 at 6%; with 50% employer match about $270,861 at 4% or $180,574 at 6%; with 100% employer match about $203,146 at 4% or $135,431 at 6%.
202313$883,386$82,755$27,585iApproximate average salary by contribution assumption: employee only about $689,625 at 4% or $459,750 at 6%; with 50% employer match about $459,750 at 4% or $306,500 at 6%; with 100% employer match about $344,813 at 4% or $229,875 at 6%.
Economic Roundtable Retirement Plan-3$883,386$82,755$27,585iApproximate average salary by contribution assumption: employee only about $689,625 at 4% or $459,750 at 6%; with 50% employer match about $459,750 at 4% or $306,500 at 6%; with 100% employer match about $344,813 at 4% or $229,875 at 6%.
202213$635,823$62,556$20,852iApproximate average salary by contribution assumption: employee only about $521,300 at 4% or $347,533 at 6%; with 50% employer match about $347,533 at 4% or $231,689 at 6%; with 100% employer match about $260,650 at 4% or $173,767 at 6%.
Economic Roundtable Retirement Plan-3$635,823$62,556$20,852iApproximate average salary by contribution assumption: employee only about $521,300 at 4% or $347,533 at 6%; with 50% employer match about $347,533 at 4% or $231,689 at 6%; with 100% employer match about $260,650 at 4% or $173,767 at 6%.
202113$665,442$62,170$20,723iApproximate average salary by contribution assumption: employee only about $518,083 at 4% or $345,389 at 6%; with 50% employer match about $345,389 at 4% or $230,259 at 6%; with 100% employer match about $259,042 at 4% or $172,694 at 6%.
Economic Roundtable Retirement Plan-3$665,442$62,170$20,723iApproximate average salary by contribution assumption: employee only about $518,083 at 4% or $345,389 at 6%; with 50% employer match about $345,389 at 4% or $230,259 at 6%; with 100% employer match about $259,042 at 4% or $172,694 at 6%.
202013$572,934$61,993$20,664iApproximate average salary by contribution assumption: employee only about $516,608 at 4% or $344,406 at 6%; with 50% employer match about $344,406 at 4% or $229,604 at 6%; with 100% employer match about $258,304 at 4% or $172,203 at 6%.
Economic Roundtable Retirement Plan-3$572,934$61,993$20,664iApproximate average salary by contribution assumption: employee only about $516,608 at 4% or $344,406 at 6%; with 50% employer match about $344,406 at 4% or $229,604 at 6%; with 100% employer match about $258,304 at 4% or $172,203 at 6%.
201914$508,697$58,668$14,667iApproximate average salary by contribution assumption: employee only about $366,675 at 4% or $244,450 at 6%; with 50% employer match about $244,450 at 4% or $162,967 at 6%; with 100% employer match about $183,338 at 4% or $122,225 at 6%.
Economic Roundtable Retirement Plan-4$508,697$58,668$14,667iApproximate average salary by contribution assumption: employee only about $366,675 at 4% or $244,450 at 6%; with 50% employer match about $244,450 at 4% or $162,967 at 6%; with 100% employer match about $183,338 at 4% or $122,225 at 6%.
201814$386,972$55,924$13,981iApproximate average salary by contribution assumption: employee only about $349,525 at 4% or $233,017 at 6%; with 50% employer match about $233,017 at 4% or $155,344 at 6%; with 100% employer match about $174,763 at 4% or $116,508 at 6%.
Economic Roundtable Retirement Plan-4$386,972$55,924$13,981iApproximate average salary by contribution assumption: employee only about $349,525 at 4% or $233,017 at 6%; with 50% employer match about $233,017 at 4% or $155,344 at 6%; with 100% employer match about $174,763 at 4% or $116,508 at 6%.
201714$346,280$55,149$13,787iApproximate average salary by contribution assumption: employee only about $344,681 at 4% or $229,788 at 6%; with 50% employer match about $229,788 at 4% or $153,192 at 6%; with 100% employer match about $172,341 at 4% or $114,894 at 6%.
Economic Roundtable Retirement Plan-4$346,280$55,149$13,787iApproximate average salary by contribution assumption: employee only about $344,681 at 4% or $229,788 at 6%; with 50% employer match about $229,788 at 4% or $153,192 at 6%; with 100% employer match about $172,341 at 4% or $114,894 at 6%.
201614$396,248$57,698$14,425iApproximate average salary by contribution assumption: employee only about $360,613 at 4% or $240,408 at 6%; with 50% employer match about $240,408 at 4% or $160,272 at 6%; with 100% employer match about $180,306 at 4% or $120,204 at 6%.
Economic Roundtable Retirement Plan-4$396,248$57,698$14,425iApproximate average salary by contribution assumption: employee only about $360,613 at 4% or $240,408 at 6%; with 50% employer match about $240,408 at 4% or $160,272 at 6%; with 100% employer match about $180,306 at 4% or $120,204 at 6%.
201515$340,871$54,100$10,820iApproximate average salary by contribution assumption: employee only about $270,500 at 4% or $180,333 at 6%; with 50% employer match about $180,333 at 4% or $120,222 at 6%; with 100% employer match about $135,250 at 4% or $90,167 at 6%.
Economic Roundtable Retirement Plan-5$340,871$54,100$10,820iApproximate average salary by contribution assumption: employee only about $270,500 at 4% or $180,333 at 6%; with 50% employer match about $180,333 at 4% or $120,222 at 6%; with 100% employer match about $135,250 at 4% or $90,167 at 6%.
201416$282,681$56,696$9,449iApproximate average salary by contribution assumption: employee only about $236,233 at 4% or $157,489 at 6%; with 50% employer match about $157,489 at 4% or $104,993 at 6%; with 100% employer match about $118,117 at 4% or $78,744 at 6%.
Economic Roundtable Retirement Plan-6$282,681$56,696$9,449iApproximate average salary by contribution assumption: employee only about $236,233 at 4% or $157,489 at 6%; with 50% employer match about $157,489 at 4% or $104,993 at 6%; with 100% employer match about $118,117 at 4% or $78,744 at 6%.
201315$221,100$53,981$10,796iApproximate average salary by contribution assumption: employee only about $269,905 at 4% or $179,937 at 6%; with 50% employer match about $179,937 at 4% or $119,958 at 6%; with 100% employer match about $134,953 at 4% or $89,968 at 6%.
Economic Roundtable Retirement Plan-5$221,100$53,981$10,796iApproximate average salary by contribution assumption: employee only about $269,905 at 4% or $179,937 at 6%; with 50% employer match about $179,937 at 4% or $119,958 at 6%; with 100% employer match about $134,953 at 4% or $89,968 at 6%.
201216$603,928$52,599$8,767iApproximate average salary by contribution assumption: employee only about $219,163 at 4% or $146,108 at 6%; with 50% employer match about $146,108 at 4% or $97,406 at 6%; with 100% employer match about $109,581 at 4% or $73,054 at 6%.
Economic Roundtable Retirement Plan-6$603,928$52,599$8,767iApproximate average salary by contribution assumption: employee only about $219,163 at 4% or $146,108 at 6%; with 50% employer match about $146,108 at 4% or $97,406 at 6%; with 100% employer match about $109,581 at 4% or $73,054 at 6%.
201116$515,342$35,773$5,962iApproximate average salary by contribution assumption: employee only about $149,054 at 4% or $99,369 at 6%; with 50% employer match about $99,369 at 4% or $66,246 at 6%; with 100% employer match about $74,527 at 4% or $49,685 at 6%.
Economic Roundtable Retirement Plan-6$515,342$35,773$5,962iApproximate average salary by contribution assumption: employee only about $149,054 at 4% or $99,369 at 6%; with 50% employer match about $99,369 at 4% or $66,246 at 6%; with 100% employer match about $74,527 at 4% or $49,685 at 6%.
201017$463,852$52,586$7,512iApproximate average salary by contribution assumption: employee only about $187,807 at 4% or $125,205 at 6%; with 50% employer match about $125,205 at 4% or $83,470 at 6%; with 100% employer match about $93,904 at 4% or $62,602 at 6%.
Economic Roundtable Retirement Plan-7$463,852$52,586$7,512iApproximate average salary by contribution assumption: employee only about $187,807 at 4% or $125,205 at 6%; with 50% employer match about $125,205 at 4% or $83,470 at 6%; with 100% employer match about $93,904 at 4% or $62,602 at 6%.
200917$371,152$28,178$4,025iApproximate average salary by contribution assumption: employee only about $100,636 at 4% or $67,090 at 6%; with 50% employer match about $67,090 at 4% or $44,727 at 6%; with 100% employer match about $50,318 at 4% or $33,545 at 6%.
Economic Roundtable Retirement Plan-7$371,152$28,178$4,025iApproximate average salary by contribution assumption: employee only about $100,636 at 4% or $67,090 at 6%; with 50% employer match about $67,090 at 4% or $44,727 at 6%; with 100% employer match about $50,318 at 4% or $33,545 at 6%.
200810$0$0-
Economic Roundtable Retirement Plan-0---
200712$0$0-
Economic Roundtable Retirement Plan-2---
200610$0$0-
Economic Roundtable Retirement Plan-0---
200510$0$0-
Economic Roundtable Retirement Plan-0---
200410$0$0-
Economic Roundtable Retirement Plan-0---
200310$0$0-
Economic Roundtable Retirement Plan-0---
200210$0$0-
Economic Roundtable Retirement Plan-0---
200110$0$0-
Economic Roundtable Retirement Plan-0---
200010$0$0-
Economic Roundtable Retirement Plan-0---
199910$0$0-
Economic Roundtable Retirement Plan-0---