Oliver M. Dean, Inc.
Plan context: Oliver M. Dean Inc. 401K Plan
EIN 04-2876269 • Worcester, MA • 36 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
27
2024 Assets
$7,395,325
2024 Contributions
$765,445
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 | 27 | $7,395,325 | $765,445 | $28,350iApproximate average salary by contribution assumption: employee only about $708,745 at 4% or $472,497 at 6%; with 50% employer match about $472,497 at 4% or $314,998 at 6%; with 100% employer match about $354,373 at 4% or $236,248 at 6%. |
| Oliver M. Dean Inc. 401K Plan | - | 27 | $7,395,325 | $765,445 | $28,350iApproximate average salary by contribution assumption: employee only about $708,745 at 4% or $472,497 at 6%; with 50% employer match about $472,497 at 4% or $314,998 at 6%; with 100% employer match about $354,373 at 4% or $236,248 at 6%. |
| 2023 | 1 | 28 | $6,136,239 | $242,676 | $8,667iApproximate average salary by contribution assumption: employee only about $216,675 at 4% or $144,450 at 6%; with 50% employer match about $144,450 at 4% or $96,300 at 6%; with 100% employer match about $108,338 at 4% or $72,225 at 6%. |
| Oliver M. Dean Inc. 401K Plan | - | 28 | $6,136,239 | $242,676 | $8,667iApproximate average salary by contribution assumption: employee only about $216,675 at 4% or $144,450 at 6%; with 50% employer match about $144,450 at 4% or $96,300 at 6%; with 100% employer match about $108,338 at 4% or $72,225 at 6%. |
| 2022 | 1 | 28 | $4,899,819 | $346,218 | $12,365iApproximate average salary by contribution assumption: employee only about $309,123 at 4% or $206,082 at 6%; with 50% employer match about $206,082 at 4% or $137,388 at 6%; with 100% employer match about $154,562 at 4% or $103,041 at 6%. |
| Oliver M. Dean Inc. 401K Plan | - | 28 | $4,899,819 | $346,218 | $12,365iApproximate average salary by contribution assumption: employee only about $309,123 at 4% or $206,082 at 6%; with 50% employer match about $206,082 at 4% or $137,388 at 6%; with 100% employer match about $154,562 at 4% or $103,041 at 6%. |
| 2021 | 1 | 25 | $6,902,725 | $1,267,384 | $50,695iApproximate average salary by contribution assumption: employee only about $1,267,384 at 4% or $844,923 at 6%; with 50% employer match about $844,923 at 4% or $563,282 at 6%; with 100% employer match about $633,692 at 4% or $422,461 at 6%. |
| Oliver M. Dean Inc. 401K Plan | - | 25 | $6,902,725 | $1,267,384 | $50,695iApproximate average salary by contribution assumption: employee only about $1,267,384 at 4% or $844,923 at 6%; with 50% employer match about $844,923 at 4% or $563,282 at 6%; with 100% employer match about $633,692 at 4% or $422,461 at 6%. |
| 2020 | 1 | 24 | $8,896,001 | $255,457 | $10,644iApproximate average salary by contribution assumption: employee only about $266,101 at 4% or $177,401 at 6%; with 50% employer match about $177,401 at 4% or $118,267 at 6%; with 100% employer match about $133,051 at 4% or $88,700 at 6%. |
| Oliver M. Dean Inc. 401K Plan | - | 24 | $8,896,001 | $255,457 | $10,644iApproximate average salary by contribution assumption: employee only about $266,101 at 4% or $177,401 at 6%; with 50% employer match about $177,401 at 4% or $118,267 at 6%; with 100% employer match about $133,051 at 4% or $88,700 at 6%. |
| 2019 | 1 | 25 | $7,728,678 | $259,321 | $10,373iApproximate average salary by contribution assumption: employee only about $259,321 at 4% or $172,881 at 6%; with 50% employer match about $172,881 at 4% or $115,254 at 6%; with 100% employer match about $129,661 at 4% or $86,440 at 6%. |
| Oliver M. Dean Inc. 401K Plan | - | 25 | $7,728,678 | $259,321 | $10,373iApproximate average salary by contribution assumption: employee only about $259,321 at 4% or $172,881 at 6%; with 50% employer match about $172,881 at 4% or $115,254 at 6%; with 100% employer match about $129,661 at 4% or $86,440 at 6%. |
| 2018 | 1 | 24 | $6,236,381 | $246,802 | $10,283iApproximate average salary by contribution assumption: employee only about $257,085 at 4% or $171,390 at 6%; with 50% employer match about $171,390 at 4% or $114,260 at 6%; with 100% employer match about $128,543 at 4% or $85,695 at 6%. |
| Oliver M. Dean Inc. 401K Plan | - | 24 | $6,236,381 | $246,802 | $10,283iApproximate average salary by contribution assumption: employee only about $257,085 at 4% or $171,390 at 6%; with 50% employer match about $171,390 at 4% or $114,260 at 6%; with 100% employer match about $128,543 at 4% or $85,695 at 6%. |
| 2017 | 1 | 22 | $6,380,249 | $353,455 | $16,066iApproximate average salary by contribution assumption: employee only about $401,653 at 4% or $267,769 at 6%; with 50% employer match about $267,769 at 4% or $178,513 at 6%; with 100% employer match about $200,827 at 4% or $133,884 at 6%. |
| Oliver M. Dean Inc. 401K Plan | - | 22 | $6,380,249 | $353,455 | $16,066iApproximate average salary by contribution assumption: employee only about $401,653 at 4% or $267,769 at 6%; with 50% employer match about $267,769 at 4% or $178,513 at 6%; with 100% employer match about $200,827 at 4% or $133,884 at 6%. |
| 2016 | 1 | 22 | $5,176,918 | $417,246 | $18,966iApproximate average salary by contribution assumption: employee only about $474,143 at 4% or $316,095 at 6%; with 50% employer match about $316,095 at 4% or $210,730 at 6%; with 100% employer match about $237,072 at 4% or $158,048 at 6%. |
| Oliver M. Dean Inc. 401K Plan | - | 22 | $5,176,918 | $417,246 | $18,966iApproximate average salary by contribution assumption: employee only about $474,143 at 4% or $316,095 at 6%; with 50% employer match about $316,095 at 4% or $210,730 at 6%; with 100% employer match about $237,072 at 4% or $158,048 at 6%. |
| 2015 | 2 | 23 | $4,527,415 | $1,894,089 | $82,352iApproximate average salary by contribution assumption: employee only about $2,058,792 at 4% or $1,372,528 at 6%; with 50% employer match about $1,372,528 at 4% or $915,019 at 6%; with 100% employer match about $1,029,396 at 4% or $686,264 at 6%. |
| Oliver M. Dean Inc. 401K Plan | - | 23 | $4,527,415 | $1,742,219 | $75,749iApproximate average salary by contribution assumption: employee only about $1,893,716 at 4% or $1,262,478 at 6%; with 50% employer match about $1,262,478 at 4% or $841,652 at 6%; with 100% employer match about $946,858 at 4% or $631,239 at 6%. |
| Oliver M. Dean Inc. Defined Benefit Pension Plan | - | 0 | $0 | $151,870 | - |
| 2014 | 2 | 22 | $4,317,413 | $168,410 | $7,655iApproximate average salary by contribution assumption: employee only about $191,375 at 4% or $127,583 at 6%; with 50% employer match about $127,583 at 4% or $85,056 at 6%; with 100% employer match about $95,688 at 4% or $63,792 at 6%. |
| Oliver M. Dean Inc. 401K Plan | - | 22 | $2,925,656 | $168,410 | $7,655iApproximate average salary by contribution assumption: employee only about $191,375 at 4% or $127,583 at 6%; with 50% employer match about $127,583 at 4% or $85,056 at 6%; with 100% employer match about $95,688 at 4% or $63,792 at 6%. |
| Oliver M. Dean Inc. Defined Benefit Pension Plan | - | 13 | $1,391,757 | $0 | - |
| 2013 | 2 | 27 | $4,313,878 | $361,135 | $13,375iApproximate average salary by contribution assumption: employee only about $334,384 at 4% or $222,923 at 6%; with 50% employer match about $222,923 at 4% or $148,615 at 6%; with 100% employer match about $167,192 at 4% or $111,461 at 6%. |
| Oliver M. Dean Inc. 401K Plan | - | 27 | $2,992,586 | $202,606 | $7,504iApproximate average salary by contribution assumption: employee only about $187,598 at 4% or $125,065 at 6%; with 50% employer match about $125,065 at 4% or $83,377 at 6%; with 100% employer match about $93,799 at 4% or $62,533 at 6%. |
| Oliver M. Dean Inc. Defined Benefit Pension Plan | - | 3 | $1,321,292 | $158,529 | $52,843iApproximate average salary by contribution assumption: employee only about $1,321,075 at 4% or $880,717 at 6%; with 50% employer match about $880,717 at 4% or $587,144 at 6%; with 100% employer match about $660,538 at 4% or $440,358 at 6%. |
| 2012 | 2 | 29 | $3,340,563 | $342,648 | $11,815iApproximate average salary by contribution assumption: employee only about $295,386 at 4% or $196,924 at 6%; with 50% employer match about $196,924 at 4% or $131,283 at 6%; with 100% employer match about $147,693 at 4% or $98,462 at 6%. |
| Oliver M. Dean Inc. 401K Plan | - | 29 | $2,323,523 | $217,648 | $7,505iApproximate average salary by contribution assumption: employee only about $187,628 at 4% or $125,085 at 6%; with 50% employer match about $125,085 at 4% or $83,390 at 6%; with 100% employer match about $93,814 at 4% or $62,543 at 6%. |
| Oliver M. Dean Inc. Defined Benefit Pension Plan | - | 3 | $1,017,040 | $125,000 | $41,667iApproximate average salary by contribution assumption: employee only about $1,041,667 at 4% or $694,444 at 6%; with 50% employer match about $694,444 at 4% or $462,963 at 6%; with 100% employer match about $520,833 at 4% or $347,222 at 6%. |
| 2011 | 2 | 26 | $2,588,442 | $230,654 | $8,871iApproximate average salary by contribution assumption: employee only about $221,783 at 4% or $147,855 at 6%; with 50% employer match about $147,855 at 4% or $98,570 at 6%; with 100% employer match about $110,891 at 4% or $73,928 at 6%. |
| Oliver M. Dean Inc. 401K Plan | - | 26 | $1,786,773 | $230,654 | $8,871iApproximate average salary by contribution assumption: employee only about $221,783 at 4% or $147,855 at 6%; with 50% employer match about $147,855 at 4% or $98,570 at 6%; with 100% employer match about $110,891 at 4% or $73,928 at 6%. |
| Oliver M. Dean Inc. Defined Benefit Pension Plan | - | 3 | $801,669 | - | - |
| 2010 | 2 | 30 | $2,546,615 | $350,398 | $11,680iApproximate average salary by contribution assumption: employee only about $291,998 at 4% or $194,666 at 6%; with 50% employer match about $194,666 at 4% or $129,777 at 6%; with 100% employer match about $145,999 at 4% or $97,333 at 6%. |
| Oliver M. Dean Inc. 401K Plan | - | 30 | $1,735,366 | $209,875 | $6,996iApproximate average salary by contribution assumption: employee only about $174,896 at 4% or $116,597 at 6%; with 50% employer match about $116,597 at 4% or $77,731 at 6%; with 100% employer match about $87,448 at 4% or $58,299 at 6%. |
| Oliver M. Dean Inc. Defined Benefit Pension Plan | - | 3 | $811,249 | $140,523 | $46,841iApproximate average salary by contribution assumption: employee only about $1,171,025 at 4% or $780,683 at 6%; with 50% employer match about $780,683 at 4% or $520,456 at 6%; with 100% employer match about $585,513 at 4% or $390,342 at 6%. |
| 2009 | 2 | 31 | $2,020,487 | $323,987 | $10,451iApproximate average salary by contribution assumption: employee only about $261,280 at 4% or $174,187 at 6%; with 50% employer match about $174,187 at 4% or $116,124 at 6%; with 100% employer match about $130,640 at 4% or $87,093 at 6%. |
| Oliver M. Dean Inc. 401K Plan | - | 31 | $1,372,797 | $123,987 | $4,000iApproximate average salary by contribution assumption: employee only about $99,990 at 4% or $66,660 at 6%; with 50% employer match about $66,660 at 4% or $44,440 at 6%; with 100% employer match about $49,995 at 4% or $33,330 at 6%. |
| Oliver M. Dean Inc. Defined Benefit Pension Plan | - | 3 | $647,690 | $200,000 | $66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%. |
| 2008 | 2 | 24 | $1,332,946 | $217,105 | $9,046iApproximate average salary by contribution assumption: employee only about $226,151 at 4% or $150,767 at 6%; with 50% employer match about $150,767 at 4% or $100,512 at 6%; with 100% employer match about $113,076 at 4% or $75,384 at 6%. |
| Oliver M. Dean Inc. 401K Plan | - | 24 | $983,626 | $167,067 | $6,961iApproximate average salary by contribution assumption: employee only about $174,028 at 4% or $116,019 at 6%; with 50% employer match about $116,019 at 4% or $77,346 at 6%; with 100% employer match about $87,014 at 4% or $58,009 at 6%. |
| Oliver M. Dean Inc. Defined Benefit Pension Plan | - | 3 | $349,320 | $50,038 | $16,679iApproximate average salary by contribution assumption: employee only about $416,983 at 4% or $277,989 at 6%; with 50% employer match about $277,989 at 4% or $185,326 at 6%; with 100% employer match about $208,492 at 4% or $138,994 at 6%. |
| 2007 | 2 | 20 | $0 | $0 | - |
| Oliver M. Dean Inc. Defined Benefit Pension Plan | - | 3 | - | - | - |
| Oliver M. Dean Inc. 401K Plan | - | 20 | - | - | - |
| 2006 | 2 | 20 | $1,585,035 | $344,142 | $17,207iApproximate average salary by contribution assumption: employee only about $430,177 at 4% or $286,785 at 6%; with 50% employer match about $286,785 at 4% or $191,190 at 6%; with 100% employer match about $215,089 at 4% or $143,393 at 6%. |
| Oliver M. Dean Inc. 401K Plan | - | 20 | $1,245,613 | $185,546 | $9,277iApproximate average salary by contribution assumption: employee only about $231,932 at 4% or $154,622 at 6%; with 50% employer match about $154,622 at 4% or $103,081 at 6%; with 100% employer match about $115,966 at 4% or $77,311 at 6%. |
| Oliver M. Dean Inc. Defined Benefit Pension Plan | - | 3 | $339,422 | $158,596 | $52,865iApproximate average salary by contribution assumption: employee only about $1,321,633 at 4% or $881,089 at 6%; with 50% employer match about $881,089 at 4% or $587,393 at 6%; with 100% employer match about $660,817 at 4% or $440,544 at 6%. |
| 2005 | 2 | 21 | $1,327,961 | $347,103 | $16,529iApproximate average salary by contribution assumption: employee only about $413,218 at 4% or $275,479 at 6%; with 50% employer match about $275,479 at 4% or $183,652 at 6%; with 100% employer match about $206,609 at 4% or $137,739 at 6%. |
| Oliver M. Dean Inc. 401K Plan | - | 21 | $1,160,551 | $179,693 | $8,557iApproximate average salary by contribution assumption: employee only about $213,920 at 4% or $142,613 at 6%; with 50% employer match about $142,613 at 4% or $95,076 at 6%; with 100% employer match about $106,960 at 4% or $71,307 at 6%. |
| Oliver M. Dean Inc. Defined Benefit Pension Plan | - | 3 | $167,410 | $167,410 | $55,803iApproximate average salary by contribution assumption: employee only about $1,395,083 at 4% or $930,056 at 6%; with 50% employer match about $930,056 at 4% or $620,037 at 6%; with 100% employer match about $697,542 at 4% or $465,028 at 6%. |
| 2004 | 1 | 19 | $957,604 | $121,000 | $6,368iApproximate average salary by contribution assumption: employee only about $159,211 at 4% or $106,140 at 6%; with 50% employer match about $106,140 at 4% or $70,760 at 6%; with 100% employer match about $79,605 at 4% or $53,070 at 6%. |
| Oliver M. Dean Inc. 401K Plan | - | 19 | $957,604 | $121,000 | $6,368iApproximate average salary by contribution assumption: employee only about $159,211 at 4% or $106,140 at 6%; with 50% employer match about $106,140 at 4% or $70,760 at 6%; with 100% employer match about $79,605 at 4% or $53,070 at 6%. |
| 2003 | 1 | 20 | $812,114 | $125,166 | $6,258iApproximate average salary by contribution assumption: employee only about $156,458 at 4% or $104,305 at 6%; with 50% employer match about $104,305 at 4% or $69,537 at 6%; with 100% employer match about $78,229 at 4% or $52,153 at 6%. |
| Oliver M. Dean Inc. 401K Plan | - | 20 | $812,114 | $125,166 | $6,258iApproximate average salary by contribution assumption: employee only about $156,458 at 4% or $104,305 at 6%; with 50% employer match about $104,305 at 4% or $69,537 at 6%; with 100% employer match about $78,229 at 4% or $52,153 at 6%. |
| 2002 | 1 | 17 | $595,261 | $117,578 | $6,916iApproximate average salary by contribution assumption: employee only about $172,909 at 4% or $115,273 at 6%; with 50% employer match about $115,273 at 4% or $76,848 at 6%; with 100% employer match about $86,454 at 4% or $57,636 at 6%. |
| Oliver M. Dean Inc. 401K Plan | - | 17 | $595,261 | $117,578 | $6,916iApproximate average salary by contribution assumption: employee only about $172,909 at 4% or $115,273 at 6%; with 50% employer match about $115,273 at 4% or $76,848 at 6%; with 100% employer match about $86,454 at 4% or $57,636 at 6%. |
| 2001 | 1 | 18 | $0 | $0 | - |
| Oliver M. Dean Inc. 401K Plan | - | 18 | - | - | - |
| 2000 | 1 | 21 | $616,999 | $184,772 | $8,799iApproximate average salary by contribution assumption: employee only about $219,967 at 4% or $146,644 at 6%; with 50% employer match about $146,644 at 4% or $97,763 at 6%; with 100% employer match about $109,983 at 4% or $73,322 at 6%. |
| Oliver M. Dean Inc. 401K Plan | - | 21 | $616,999 | $184,772 | $8,799iApproximate average salary by contribution assumption: employee only about $219,967 at 4% or $146,644 at 6%; with 50% employer match about $146,644 at 4% or $97,763 at 6%; with 100% employer match about $109,983 at 4% or $73,322 at 6%. |