Oak Financial Group Inc.
Plan context: Oak Financial Group Inc. Pension Plan
EIN 06-1289354 • Stamford, CT • 42 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$790,401
2025 Contributions
$120,000
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 2 | $790,401 | $120,000 | $60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%. |
| Oak Financial Group Inc. Pension Plan | - | 2 | $790,401 | $120,000 | $60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%. |
| 2024 | 2 | 4 | $4,993,663 | $275,750 | $68,938iApproximate average salary by contribution assumption: employee only about $1,723,438 at 4% or $1,148,958 at 6%; with 50% employer match about $1,148,958 at 4% or $765,972 at 6%; with 100% employer match about $861,719 at 4% or $574,479 at 6%. |
| Oak Financial Group Inc. Retirement Plan | - | 4 | $4,349,185 | $275,750 | $68,938iApproximate average salary by contribution assumption: employee only about $1,723,438 at 4% or $1,148,958 at 6%; with 50% employer match about $1,148,958 at 4% or $765,972 at 6%; with 100% employer match about $861,719 at 4% or $574,479 at 6%. |
| Oak Financial Group Inc. Pension Plan | - | 4 | $644,478 | $0 | - |
| 2023 | 2 | 4 | $4,399,154 | $279,000 | $69,750iApproximate average salary by contribution assumption: employee only about $1,743,750 at 4% or $1,162,500 at 6%; with 50% employer match about $1,162,500 at 4% or $775,000 at 6%; with 100% employer match about $871,875 at 4% or $581,250 at 6%. |
| Oak Financial Group Inc. Retirement Plan | - | 4 | $3,817,920 | $279,000 | $69,750iApproximate average salary by contribution assumption: employee only about $1,743,750 at 4% or $1,162,500 at 6%; with 50% employer match about $1,162,500 at 4% or $775,000 at 6%; with 100% employer match about $871,875 at 4% or $581,250 at 6%. |
| Oak Financial Group Inc. Pension Plan | - | 4 | $581,234 | $0 | - |
| 2022 | 2 | 4 | $4,089,590 | $274,000 | $68,500iApproximate average salary by contribution assumption: employee only about $1,712,500 at 4% or $1,141,667 at 6%; with 50% employer match about $1,141,667 at 4% or $761,111 at 6%; with 100% employer match about $856,250 at 4% or $570,833 at 6%. |
| Oak Financial Group Inc. Retirement Plan | - | 4 | $3,533,110 | $249,000 | $62,250iApproximate average salary by contribution assumption: employee only about $1,556,250 at 4% or $1,037,500 at 6%; with 50% employer match about $1,037,500 at 4% or $691,667 at 6%; with 100% employer match about $778,125 at 4% or $518,750 at 6%. |
| Oak Financial Group Inc. Pension Plan | - | 4 | $556,480 | $25,000 | $6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%. |
| 2021 | 2 | 4 | $4,067,516 | $295,000 | $73,750iApproximate average salary by contribution assumption: employee only about $1,843,750 at 4% or $1,229,167 at 6%; with 50% employer match about $1,229,167 at 4% or $819,444 at 6%; with 100% employer match about $921,875 at 4% or $614,583 at 6%. |
| Oak Financial Group Inc. Retirement Plan | - | 4 | $3,511,411 | $245,000 | $61,250iApproximate average salary by contribution assumption: employee only about $1,531,250 at 4% or $1,020,833 at 6%; with 50% employer match about $1,020,833 at 4% or $680,556 at 6%; with 100% employer match about $765,625 at 4% or $510,417 at 6%. |
| Oak Financial Group Inc. Pension Plan | - | 4 | $556,105 | $50,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| 2020 | 2 | 4 | $3,848,117 | $241,000 | $60,250iApproximate average salary by contribution assumption: employee only about $1,506,250 at 4% or $1,004,167 at 6%; with 50% employer match about $1,004,167 at 4% or $669,444 at 6%; with 100% employer match about $753,125 at 4% or $502,083 at 6%. |
| Oak Financial Group Inc. Retirement Plan | - | 4 | $3,272,950 | $241,000 | $60,250iApproximate average salary by contribution assumption: employee only about $1,506,250 at 4% or $1,004,167 at 6%; with 50% employer match about $1,004,167 at 4% or $669,444 at 6%; with 100% employer match about $753,125 at 4% or $502,083 at 6%. |
| Oak Financial Group Inc. Pension Plan | - | 4 | $575,167 | $0 | - |
| 2019 | 2 | 4 | $3,506,615 | $461,000 | $115,250iApproximate average salary by contribution assumption: employee only about $2,881,250 at 4% or $1,920,833 at 6%; with 50% employer match about $1,920,833 at 4% or $1,280,556 at 6%; with 100% employer match about $1,440,625 at 4% or $960,417 at 6%. |
| Oak Financial Group Inc. Retirement Plan | - | 4 | $2,767,597 | $236,000 | $59,000iApproximate average salary by contribution assumption: employee only about $1,475,000 at 4% or $983,333 at 6%; with 50% employer match about $983,333 at 4% or $655,556 at 6%; with 100% employer match about $737,500 at 4% or $491,667 at 6%. |
| Oak Financial Group Inc. Pension Plan | - | 4 | $739,018 | $225,000 | $56,250iApproximate average salary by contribution assumption: employee only about $1,406,250 at 4% or $937,500 at 6%; with 50% employer match about $937,500 at 4% or $625,000 at 6%; with 100% employer match about $703,125 at 4% or $468,750 at 6%. |
| 2018 | 2 | 4 | $2,739,788 | $582,000 | $145,500iApproximate average salary by contribution assumption: employee only about $3,637,500 at 4% or $2,425,000 at 6%; with 50% employer match about $2,425,000 at 4% or $1,616,667 at 6%; with 100% employer match about $1,818,750 at 4% or $1,212,500 at 6%. |
| Oak Financial Group Inc. Retirement Plan | - | 4 | $2,245,037 | $232,000 | $58,000iApproximate average salary by contribution assumption: employee only about $1,450,000 at 4% or $966,667 at 6%; with 50% employer match about $966,667 at 4% or $644,444 at 6%; with 100% employer match about $725,000 at 4% or $483,333 at 6%. |
| Oak Financial Group Inc. Pension Plan | - | 4 | $494,751 | $350,000 | $87,500iApproximate average salary by contribution assumption: employee only about $2,187,500 at 4% or $1,458,333 at 6%; with 50% employer match about $1,458,333 at 4% or $972,222 at 6%; with 100% employer match about $1,093,750 at 4% or $729,167 at 6%. |
| 2017 | 2 | 4 | $7,403,629 | $578,000 | $144,500iApproximate average salary by contribution assumption: employee only about $3,612,500 at 4% or $2,408,333 at 6%; with 50% employer match about $2,408,333 at 4% or $1,605,556 at 6%; with 100% employer match about $1,806,250 at 4% or $1,204,167 at 6%. |
| Oak Financial Group Inc. Pension Plan | - | 4 | $5,220,160 | $350,000 | $87,500iApproximate average salary by contribution assumption: employee only about $2,187,500 at 4% or $1,458,333 at 6%; with 50% employer match about $1,458,333 at 4% or $972,222 at 6%; with 100% employer match about $1,093,750 at 4% or $729,167 at 6%. |
| Oak Financial Group Inc. Retirement Plan | - | 4 | $2,183,469 | $228,000 | $57,000iApproximate average salary by contribution assumption: employee only about $1,425,000 at 4% or $950,000 at 6%; with 50% employer match about $950,000 at 4% or $633,333 at 6%; with 100% employer match about $712,500 at 4% or $475,000 at 6%. |
| 2016 | 2 | 5 | $6,669,248 | $565,670 | $113,134iApproximate average salary by contribution assumption: employee only about $2,828,350 at 4% or $1,885,567 at 6%; with 50% employer match about $1,885,567 at 4% or $1,257,044 at 6%; with 100% employer match about $1,414,175 at 4% or $942,783 at 6%. |
| Oak Financial Group Inc. Pension Plan | - | 5 | $4,903,792 | $400,000 | $80,000iApproximate average salary by contribution assumption: employee only about $2,000,000 at 4% or $1,333,333 at 6%; with 50% employer match about $1,333,333 at 4% or $888,889 at 6%; with 100% employer match about $1,000,000 at 4% or $666,667 at 6%. |
| Oak Financial Group Inc. Retirement Plan | - | 5 | $1,765,456 | $165,670 | $33,134iApproximate average salary by contribution assumption: employee only about $828,350 at 4% or $552,233 at 6%; with 50% employer match about $552,233 at 4% or $368,156 at 6%; with 100% employer match about $414,175 at 4% or $276,117 at 6%. |
| 2015 | 2 | 5 | $6,025,103 | $776,620 | $155,324iApproximate average salary by contribution assumption: employee only about $3,883,100 at 4% or $2,588,733 at 6%; with 50% employer match about $2,588,733 at 4% or $1,725,822 at 6%; with 100% employer match about $1,941,550 at 4% or $1,294,367 at 6%. |
| Oak Financial Group Inc. Pension Plan | - | 5 | $4,439,482 | $600,000 | $120,000iApproximate average salary by contribution assumption: employee only about $3,000,000 at 4% or $2,000,000 at 6%; with 50% employer match about $2,000,000 at 4% or $1,333,333 at 6%; with 100% employer match about $1,500,000 at 4% or $1,000,000 at 6%. |
| Oak Financial Group Inc. Retirement Plan | - | 5 | $1,585,621 | $176,620 | $35,324iApproximate average salary by contribution assumption: employee only about $883,100 at 4% or $588,733 at 6%; with 50% employer match about $588,733 at 4% or $392,489 at 6%; with 100% employer match about $441,550 at 4% or $294,367 at 6%. |
| 2014 | 2 | 6 | $5,489,375 | $771,682 | $128,614iApproximate average salary by contribution assumption: employee only about $3,215,342 at 4% or $2,143,561 at 6%; with 50% employer match about $2,143,561 at 4% or $1,429,041 at 6%; with 100% employer match about $1,607,671 at 4% or $1,071,781 at 6%. |
| Oak Financial Group Inc. Pension Plan | - | 6 | $4,021,598 | $600,000 | $100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%. |
| Oak Financial Group Inc. Retirement Plan | - | 6 | $1,467,777 | $171,682 | $28,614iApproximate average salary by contribution assumption: employee only about $715,342 at 4% or $476,894 at 6%; with 50% employer match about $476,894 at 4% or $317,930 at 6%; with 100% employer match about $357,671 at 4% or $238,447 at 6%. |
| 2013 | 2 | 6 | $4,664,138 | $415,399 | $69,233iApproximate average salary by contribution assumption: employee only about $1,730,829 at 4% or $1,153,886 at 6%; with 50% employer match about $1,153,886 at 4% or $769,257 at 6%; with 100% employer match about $865,415 at 4% or $576,943 at 6%. |
| Oak Financial Group Inc. Pension Plan | - | 6 | $3,364,523 | $250,000 | $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%. |
| Oak Financial Group Inc. Retirement Plan | - | 6 | $1,299,615 | $165,399 | $27,567iApproximate average salary by contribution assumption: employee only about $689,163 at 4% or $459,442 at 6%; with 50% employer match about $459,442 at 4% or $306,294 at 6%; with 100% employer match about $344,581 at 4% or $229,721 at 6%. |
| 2012 | 2 | 5 | $4,013,883 | $499,735 | $99,947iApproximate average salary by contribution assumption: employee only about $2,498,675 at 4% or $1,665,783 at 6%; with 50% employer match about $1,665,783 at 4% or $1,110,522 at 6%; with 100% employer match about $1,249,338 at 4% or $832,892 at 6%. |
| Oak Financial Group Inc. Pension Plan | - | 5 | $2,958,632 | $350,000 | $70,000iApproximate average salary by contribution assumption: employee only about $1,750,000 at 4% or $1,166,667 at 6%; with 50% employer match about $1,166,667 at 4% or $777,778 at 6%; with 100% employer match about $875,000 at 4% or $583,333 at 6%. |
| Oak Financial Group Inc. Retirement Plan | - | 5 | $1,055,251 | $149,735 | $29,947iApproximate average salary by contribution assumption: employee only about $748,675 at 4% or $499,117 at 6%; with 50% employer match about $499,117 at 4% or $332,744 at 6%; with 100% employer match about $374,338 at 4% or $249,558 at 6%. |
| 2011 | 2 | 7 | $3,714,440 | $736,808 | $105,258iApproximate average salary by contribution assumption: employee only about $2,631,457 at 4% or $1,754,305 at 6%; with 50% employer match about $1,754,305 at 4% or $1,169,537 at 6%; with 100% employer match about $1,315,729 at 4% or $877,152 at 6%. |
| Oak Financial Group Inc. Pension Plan | - | 7 | $2,885,632 | $600,000 | $85,714iApproximate average salary by contribution assumption: employee only about $2,142,857 at 4% or $1,428,571 at 6%; with 50% employer match about $1,428,571 at 4% or $952,381 at 6%; with 100% employer match about $1,071,429 at 4% or $714,286 at 6%. |
| Oak Financial Group Inc. Retirement Plan | - | 7 | $828,808 | $136,808 | $19,544iApproximate average salary by contribution assumption: employee only about $488,600 at 4% or $325,733 at 6%; with 50% employer match about $325,733 at 4% or $217,156 at 6%; with 100% employer match about $244,300 at 4% or $162,867 at 6%. |
| 2010 | 2 | 6 | $3,089,662 | $405,855 | $67,643iApproximate average salary by contribution assumption: employee only about $1,691,063 at 4% or $1,127,375 at 6%; with 50% employer match about $1,127,375 at 4% or $751,583 at 6%; with 100% employer match about $845,531 at 4% or $563,688 at 6%. |
| Oak Financial Group Inc. Pension Plan | - | 6 | $2,343,537 | $280,000 | $46,667iApproximate average salary by contribution assumption: employee only about $1,166,667 at 4% or $777,778 at 6%; with 50% employer match about $777,778 at 4% or $518,519 at 6%; with 100% employer match about $583,333 at 4% or $388,889 at 6%. |
| Oak Financial Group Inc. Retirement Plan | - | 6 | $746,125 | $125,855 | $20,976iApproximate average salary by contribution assumption: employee only about $524,396 at 4% or $349,597 at 6%; with 50% employer match about $349,597 at 4% or $233,065 at 6%; with 100% employer match about $262,198 at 4% or $174,799 at 6%. |
| 2009 | 2 | 6 | $2,444,606 | $846,334 | $141,056iApproximate average salary by contribution assumption: employee only about $3,526,392 at 4% or $2,350,928 at 6%; with 50% employer match about $2,350,928 at 4% or $1,567,285 at 6%; with 100% employer match about $1,763,196 at 4% or $1,175,464 at 6%. |
| Oak Financial Group Inc. Pension Plan | - | 6 | $1,869,772 | $760,481 | $126,747iApproximate average salary by contribution assumption: employee only about $3,168,671 at 4% or $2,112,447 at 6%; with 50% employer match about $2,112,447 at 4% or $1,408,298 at 6%; with 100% employer match about $1,584,335 at 4% or $1,056,224 at 6%. |
| Oak Financial Group Inc. Retirement Plan | - | 6 | $574,834 | $85,853 | $14,309iApproximate average salary by contribution assumption: employee only about $357,721 at 4% or $238,481 at 6%; with 50% employer match about $238,481 at 4% or $158,987 at 6%; with 100% employer match about $178,860 at 4% or $119,240 at 6%. |
| 2008 | 2 | 6 | $0 | $0 | - |
| Oak Financial Group Inc. Pension Plan | - | 6 | - | - | - |
| Oak Financial Group Inc. Retirement Plan | - | 6 | - | - | - |
| 2007 | 2 | 6 | $0 | $0 | - |
| Oak Financial Group Inc. Pension Plan | - | 6 | - | - | - |
| Oak Financial Group Inc. Retirement Plan | - | 6 | - | - | - |
| 2006 | 2 | 5 | $596,245 | $320,895 | $64,179iApproximate average salary by contribution assumption: employee only about $1,604,475 at 4% or $1,069,650 at 6%; with 50% employer match about $1,069,650 at 4% or $713,100 at 6%; with 100% employer match about $802,238 at 4% or $534,825 at 6%. |
| Oak Financial Group Inc. Pension Plan | - | 5 | $309,932 | $301,175 | $60,235iApproximate average salary by contribution assumption: employee only about $1,505,875 at 4% or $1,003,917 at 6%; with 50% employer match about $1,003,917 at 4% or $669,278 at 6%; with 100% employer match about $752,938 at 4% or $501,958 at 6%. |
| Oak Financial Group Inc. Retirement Plan | - | 5 | $286,313 | $19,720 | $3,944iApproximate average salary by contribution assumption: employee only about $98,600 at 4% or $65,733 at 6%; with 50% employer match about $65,733 at 4% or $43,822 at 6%; with 100% employer match about $49,300 at 4% or $32,867 at 6%. |
| 2005 | 1 | 5 | $250,992 | $90,714 | $18,143iApproximate average salary by contribution assumption: employee only about $453,570 at 4% or $302,380 at 6%; with 50% employer match about $302,380 at 4% or $201,587 at 6%; with 100% employer match about $226,785 at 4% or $151,190 at 6%. |
| Oak Financial Group Inc. Retirement Plan | - | 5 | $250,992 | $90,714 | $18,143iApproximate average salary by contribution assumption: employee only about $453,570 at 4% or $302,380 at 6%; with 50% employer match about $302,380 at 4% or $201,587 at 6%; with 100% employer match about $226,785 at 4% or $151,190 at 6%. |
| 2004 | 1 | 3 | $149,916 | $79,440 | $26,480iApproximate average salary by contribution assumption: employee only about $662,000 at 4% or $441,333 at 6%; with 50% employer match about $441,333 at 4% or $294,222 at 6%; with 100% employer match about $331,000 at 4% or $220,667 at 6%. |
| Oak Financial Group Inc. Retirement Plan | - | 3 | $149,916 | $79,440 | $26,480iApproximate average salary by contribution assumption: employee only about $662,000 at 4% or $441,333 at 6%; with 50% employer match about $441,333 at 4% or $294,222 at 6%; with 100% employer match about $331,000 at 4% or $220,667 at 6%. |
| 2003 | 1 | 3 | $61,139 | $60,428 | $20,143iApproximate average salary by contribution assumption: employee only about $503,567 at 4% or $335,711 at 6%; with 50% employer match about $335,711 at 4% or $223,807 at 6%; with 100% employer match about $251,783 at 4% or $167,856 at 6%. |
| Oak Financial Group Inc. Retirement Plan | - | 3 | $61,139 | $60,428 | $20,143iApproximate average salary by contribution assumption: employee only about $503,567 at 4% or $335,711 at 6%; with 50% employer match about $335,711 at 4% or $223,807 at 6%; with 100% employer match about $251,783 at 4% or $167,856 at 6%. |