Civic Intelligence

Occupational Therapy Assoc.

Plan context: Ota Wakefield Employee 401K Plan

EIN 04-3295580 • Wakefield, MA • 26 filings • 3 plans

607 North AveDoor 14Wakefield, MA 01880
Current Snapshot

Latest Year

2024

2024 Participants

30

2024 Assets

$919,878

2024 Contributions

$114,695

Historical Graphs

Total Assets Over Time

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

$919,878$459,939$0199920122024YearValue
$919,878Latest year 2024

Participants Over Time

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

55280199920122024YearValue
30Latest 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
2024130$919,878$114,695$3,823iApproximate average salary by contribution assumption: employee only about $95,579 at 4% or $63,719 at 6%; with 50% employer match about $63,719 at 4% or $42,480 at 6%; with 100% employer match about $47,790 at 4% or $31,860 at 6%.
Ota Wakefield Employee 401K Plan-30$919,878$114,695$3,823iApproximate average salary by contribution assumption: employee only about $95,579 at 4% or $63,719 at 6%; with 50% employer match about $63,719 at 4% or $42,480 at 6%; with 100% employer match about $47,790 at 4% or $31,860 at 6%.
2023126$709,492$104,171$4,007iApproximate average salary by contribution assumption: employee only about $100,164 at 4% or $66,776 at 6%; with 50% employer match about $66,776 at 4% or $44,518 at 6%; with 100% employer match about $50,082 at 4% or $33,388 at 6%.
Ota Wakefield Employee 401K Plan-26$709,492$104,171$4,007iApproximate average salary by contribution assumption: employee only about $100,164 at 4% or $66,776 at 6%; with 50% employer match about $66,776 at 4% or $44,518 at 6%; with 100% employer match about $50,082 at 4% or $33,388 at 6%.
2022129$547,021$48,665$1,678iApproximate average salary by contribution assumption: employee only about $41,953 at 4% or $27,968 at 6%; with 50% employer match about $27,968 at 4% or $18,646 at 6%; with 100% employer match about $20,976 at 4% or $13,984 at 6%.
Ota Wakefield Employee 401K Plan-29$547,021$48,665$1,678iApproximate average salary by contribution assumption: employee only about $41,953 at 4% or $27,968 at 6%; with 50% employer match about $27,968 at 4% or $18,646 at 6%; with 100% employer match about $20,976 at 4% or $13,984 at 6%.
2021126$594,687$38,828$1,493iApproximate average salary by contribution assumption: employee only about $37,335 at 4% or $24,890 at 6%; with 50% employer match about $24,890 at 4% or $16,593 at 6%; with 100% employer match about $18,667 at 4% or $12,445 at 6%.
Ota Wakefield Employee 401K Plan-26$594,687$38,828$1,493iApproximate average salary by contribution assumption: employee only about $37,335 at 4% or $24,890 at 6%; with 50% employer match about $24,890 at 4% or $16,593 at 6%; with 100% employer match about $18,667 at 4% or $12,445 at 6%.
2020124$505,950$34,954$1,456iApproximate average salary by contribution assumption: employee only about $36,410 at 4% or $24,274 at 6%; with 50% employer match about $24,274 at 4% or $16,182 at 6%; with 100% employer match about $18,205 at 4% or $12,137 at 6%.
Ota Wakefield Employee 401K Plan-24$505,950$34,954$1,456iApproximate average salary by contribution assumption: employee only about $36,410 at 4% or $24,274 at 6%; with 50% employer match about $24,274 at 4% or $16,182 at 6%; with 100% employer match about $18,205 at 4% or $12,137 at 6%.
2019122$424,619$51,480$2,340iApproximate average salary by contribution assumption: employee only about $58,500 at 4% or $39,000 at 6%; with 50% employer match about $39,000 at 4% or $26,000 at 6%; with 100% employer match about $29,250 at 4% or $19,500 at 6%.
Ota Wakefield Employee 401K Plan-22$424,619$51,480$2,340iApproximate average salary by contribution assumption: employee only about $58,500 at 4% or $39,000 at 6%; with 50% employer match about $39,000 at 4% or $26,000 at 6%; with 100% employer match about $29,250 at 4% or $19,500 at 6%.
2018125$513,734$47,660$1,906iApproximate average salary by contribution assumption: employee only about $47,660 at 4% or $31,773 at 6%; with 50% employer match about $31,773 at 4% or $21,182 at 6%; with 100% employer match about $23,830 at 4% or $15,887 at 6%.
Ota Wakefield Employee 401K Plan-25$513,734$47,660$1,906iApproximate average salary by contribution assumption: employee only about $47,660 at 4% or $31,773 at 6%; with 50% employer match about $31,773 at 4% or $21,182 at 6%; with 100% employer match about $23,830 at 4% or $15,887 at 6%.
2017120$524,075$42,512$2,126iApproximate average salary by contribution assumption: employee only about $53,140 at 4% or $35,427 at 6%; with 50% employer match about $35,427 at 4% or $23,618 at 6%; with 100% employer match about $26,570 at 4% or $17,713 at 6%.
Ota Wakefield Employee 401K Plan-20$524,075$42,512$2,126iApproximate average salary by contribution assumption: employee only about $53,140 at 4% or $35,427 at 6%; with 50% employer match about $35,427 at 4% or $23,618 at 6%; with 100% employer match about $26,570 at 4% or $17,713 at 6%.
2016121$556,015$53,244$2,535iApproximate average salary by contribution assumption: employee only about $63,386 at 4% or $42,257 at 6%; with 50% employer match about $42,257 at 4% or $28,171 at 6%; with 100% employer match about $31,693 at 4% or $21,129 at 6%.
Ota Wakefield Employee 401K Plan-21$556,015$53,244$2,535iApproximate average salary by contribution assumption: employee only about $63,386 at 4% or $42,257 at 6%; with 50% employer match about $42,257 at 4% or $28,171 at 6%; with 100% employer match about $31,693 at 4% or $21,129 at 6%.
2015121$447,473$46,204$2,200iApproximate average salary by contribution assumption: employee only about $55,005 at 4% or $36,670 at 6%; with 50% employer match about $36,670 at 4% or $24,447 at 6%; with 100% employer match about $27,502 at 4% or $18,335 at 6%.
Ota Wakefield Employee 401K Plan-21$447,473$46,204$2,200iApproximate average salary by contribution assumption: employee only about $55,005 at 4% or $36,670 at 6%; with 50% employer match about $36,670 at 4% or $24,447 at 6%; with 100% employer match about $27,502 at 4% or $18,335 at 6%.
2014119$617,590$44,798$2,358iApproximate average salary by contribution assumption: employee only about $58,945 at 4% or $39,296 at 6%; with 50% employer match about $39,296 at 4% or $26,198 at 6%; with 100% employer match about $29,472 at 4% or $19,648 at 6%.
Ota Wakefield Employee 401K Plan-19$617,590$44,798$2,358iApproximate average salary by contribution assumption: employee only about $58,945 at 4% or $39,296 at 6%; with 50% employer match about $39,296 at 4% or $26,198 at 6%; with 100% employer match about $29,472 at 4% or $19,648 at 6%.
2013116$526,016$34,949$2,184iApproximate average salary by contribution assumption: employee only about $54,608 at 4% or $36,405 at 6%; with 50% employer match about $36,405 at 4% or $24,270 at 6%; with 100% employer match about $27,304 at 4% or $18,203 at 6%.
Ota Wakefield Employee 401K Plan-16$526,016$34,949$2,184iApproximate average salary by contribution assumption: employee only about $54,608 at 4% or $36,405 at 6%; with 50% employer match about $36,405 at 4% or $24,270 at 6%; with 100% employer match about $27,304 at 4% or $18,203 at 6%.
2012116$417,428$37,487$2,343iApproximate average salary by contribution assumption: employee only about $58,573 at 4% or $39,049 at 6%; with 50% employer match about $39,049 at 4% or $26,033 at 6%; with 100% employer match about $29,287 at 4% or $19,524 at 6%.
Ota Wakefield Employee 401K Plan-16$417,428$37,487$2,343iApproximate average salary by contribution assumption: employee only about $58,573 at 4% or $39,049 at 6%; with 50% employer match about $39,049 at 4% or $26,033 at 6%; with 100% employer match about $29,287 at 4% or $19,524 at 6%.
2011116$365,124$41,108$2,569iApproximate average salary by contribution assumption: employee only about $64,231 at 4% or $42,821 at 6%; with 50% employer match about $42,821 at 4% or $28,547 at 6%; with 100% employer match about $32,116 at 4% or $21,410 at 6%.
Ota Wakefield Employee 401K Plan-16$365,124$41,108$2,569iApproximate average salary by contribution assumption: employee only about $64,231 at 4% or $42,821 at 6%; with 50% employer match about $42,821 at 4% or $28,547 at 6%; with 100% employer match about $32,116 at 4% or $21,410 at 6%.
2010116$339,413$48,206$3,013iApproximate average salary by contribution assumption: employee only about $75,322 at 4% or $50,215 at 6%; with 50% employer match about $50,215 at 4% or $33,476 at 6%; with 100% employer match about $37,661 at 4% or $25,107 at 6%.
Ota Wakefield Employee 401K Plan-16$339,413$48,206$3,013iApproximate average salary by contribution assumption: employee only about $75,322 at 4% or $50,215 at 6%; with 50% employer match about $50,215 at 4% or $33,476 at 6%; with 100% employer match about $37,661 at 4% or $25,107 at 6%.
2009123$257,948$36,283$1,578iApproximate average salary by contribution assumption: employee only about $39,438 at 4% or $26,292 at 6%; with 50% employer match about $26,292 at 4% or $17,528 at 6%; with 100% employer match about $19,719 at 4% or $13,146 at 6%.
Ota Wakefield Employee 401K Plan-23$257,948$36,283$1,578iApproximate average salary by contribution assumption: employee only about $39,438 at 4% or $26,292 at 6%; with 50% employer match about $26,292 at 4% or $17,528 at 6%; with 100% employer match about $19,719 at 4% or $13,146 at 6%.
2008130$211,940$37,996$1,267iApproximate average salary by contribution assumption: employee only about $31,663 at 4% or $21,109 at 6%; with 50% employer match about $21,109 at 4% or $14,073 at 6%; with 100% employer match about $15,832 at 4% or $10,554 at 6%.
Ota Wakefield Employee 401K Plan-30$211,940$37,996$1,267iApproximate average salary by contribution assumption: employee only about $31,663 at 4% or $21,109 at 6%; with 50% employer match about $21,109 at 4% or $14,073 at 6%; with 100% employer match about $15,832 at 4% or $10,554 at 6%.
2007132$297,282$48,024$1,501iApproximate average salary by contribution assumption: employee only about $37,519 at 4% or $25,013 at 6%; with 50% employer match about $25,013 at 4% or $16,675 at 6%; with 100% employer match about $18,759 at 4% or $12,506 at 6%.
Ota Wakefield Employee 401K Plan-32$297,282$48,024$1,501iApproximate average salary by contribution assumption: employee only about $37,519 at 4% or $25,013 at 6%; with 50% employer match about $25,013 at 4% or $16,675 at 6%; with 100% employer match about $18,759 at 4% or $12,506 at 6%.
2006136$339,460$37,381$1,038iApproximate average salary by contribution assumption: employee only about $25,959 at 4% or $17,306 at 6%; with 50% employer match about $17,306 at 4% or $11,537 at 6%; with 100% employer match about $12,980 at 4% or $8,653 at 6%.
Ota Wakefield Employee 401K Plan-36$339,460$37,381$1,038iApproximate average salary by contribution assumption: employee only about $25,959 at 4% or $17,306 at 6%; with 50% employer match about $17,306 at 4% or $11,537 at 6%; with 100% employer match about $12,980 at 4% or $8,653 at 6%.
2005142$284,675$55,247$1,315iApproximate average salary by contribution assumption: employee only about $32,885 at 4% or $21,923 at 6%; with 50% employer match about $21,923 at 4% or $14,616 at 6%; with 100% employer match about $16,443 at 4% or $10,962 at 6%.
Ota Wakefield Employee 401K Plan-42$284,675$55,247$1,315iApproximate average salary by contribution assumption: employee only about $32,885 at 4% or $21,923 at 6%; with 50% employer match about $21,923 at 4% or $14,616 at 6%; with 100% employer match about $16,443 at 4% or $10,962 at 6%.
2004155$246,706$39,669$721iApproximate average salary by contribution assumption: employee only about $18,031 at 4% or $12,021 at 6%; with 50% employer match about $12,021 at 4% or $8,014 at 6%; with 100% employer match about $9,016 at 4% or $6,010 at 6%.
Ota Wakefield Employee 401K Plan-55$246,706$39,669$721iApproximate average salary by contribution assumption: employee only about $18,031 at 4% or $12,021 at 6%; with 50% employer match about $12,021 at 4% or $8,014 at 6%; with 100% employer match about $9,016 at 4% or $6,010 at 6%.
2003120$213,622$38,828$1,941iApproximate average salary by contribution assumption: employee only about $48,535 at 4% or $32,357 at 6%; with 50% employer match about $32,357 at 4% or $21,571 at 6%; with 100% employer match about $24,268 at 4% or $16,178 at 6%.
Ota Wakefield Employee 401K Plan-20$213,622$38,828$1,941iApproximate average salary by contribution assumption: employee only about $48,535 at 4% or $32,357 at 6%; with 50% employer match about $32,357 at 4% or $21,571 at 6%; with 100% employer match about $24,268 at 4% or $16,178 at 6%.
2002117$137,879$28,841$1,697iApproximate average salary by contribution assumption: employee only about $42,413 at 4% or $28,275 at 6%; with 50% employer match about $28,275 at 4% or $18,850 at 6%; with 100% employer match about $21,207 at 4% or $14,138 at 6%.
Ota Wakefield Employee 401K Plan-17$137,879$28,841$1,697iApproximate average salary by contribution assumption: employee only about $42,413 at 4% or $28,275 at 6%; with 50% employer match about $28,275 at 4% or $18,850 at 6%; with 100% employer match about $21,207 at 4% or $14,138 at 6%.
2001114$135,720$33,588$2,399iApproximate average salary by contribution assumption: employee only about $59,979 at 4% or $39,986 at 6%; with 50% employer match about $39,986 at 4% or $26,657 at 6%; with 100% employer match about $29,989 at 4% or $19,993 at 6%.
Ota Wakefield Employee 401K Plan-14$135,720$33,588$2,399iApproximate average salary by contribution assumption: employee only about $59,979 at 4% or $39,986 at 6%; with 50% employer match about $39,986 at 4% or $26,657 at 6%; with 100% employer match about $29,989 at 4% or $19,993 at 6%.
2000114$124,445$27,583$1,970iApproximate average salary by contribution assumption: employee only about $49,255 at 4% or $32,837 at 6%; with 50% employer match about $32,837 at 4% or $21,891 at 6%; with 100% employer match about $24,628 at 4% or $16,418 at 6%.
Ota Wakefield Employee 401K Plan-14$124,445$27,583$1,970iApproximate average salary by contribution assumption: employee only about $49,255 at 4% or $32,837 at 6%; with 50% employer match about $32,837 at 4% or $21,891 at 6%; with 100% employer match about $24,628 at 4% or $16,418 at 6%.
1999111$134,114$16,427$1,493iApproximate average salary by contribution assumption: employee only about $37,334 at 4% or $24,889 at 6%; with 50% employer match about $24,889 at 4% or $16,593 at 6%; with 100% employer match about $18,667 at 4% or $12,445 at 6%.
Ota Wakefield Employee 401K Plan-11$134,114$16,427$1,493iApproximate average salary by contribution assumption: employee only about $37,334 at 4% or $24,889 at 6%; with 50% employer match about $24,889 at 4% or $16,593 at 6%; with 100% employer match about $18,667 at 4% or $12,445 at 6%.