Oaktree Farm Dairy Inc.
Plan context: Oak Tree Farm Dairy Inc. Salaried Employees Retirement Plan
EIN 11-1144082 • Northport, NY • 65 filings • 13 plans
Current Snapshot
Latest Year
2019
2019 Participants
16
2019 Assets
$12,018
2019 Contributions
$4,448,321
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 |
|---|---|---|---|---|---|
| 2019 | 2 | 0 | $0 | $0 | - |
| Pension Plan for Hourly Employees of Oak Tree Farm Dairy Inc. | - | 0 | $0 | $0 | - |
| Oak Tree Farm Dairy Inc. Salaried Employees Retirement Plan | - | 0 | $0 | $0 | - |
| 2018 | 2 | 0 | $12,018 | $0 | - |
| Oak Tree Farm Dairy Inc. Salaried Employees Retirement Plan | - | 0 | $7,271 | $0 | - |
| Pension Plan for Hourly Employees of Oak Tree Farm Dairy Inc. | - | 0 | $4,747 | $0 | - |
| 2017 | 2 | 16 | $8,699,368 | $4,448,321 | $278,020iApproximate average salary by contribution assumption: employee only about $6,950,502 at 4% or $4,633,668 at 6%; with 50% employer match about $4,633,668 at 4% or $3,089,112 at 6%; with 100% employer match about $3,475,251 at 4% or $2,316,834 at 6%. |
| Pension Plan for Hourly Employees of Oak Tree Farm Dairy Inc. | - | 0 | $4,745,111 | $3,336,241 | - |
| Oak Tree Farm Dairy Inc. Salaried Employees Retirement Plan | - | 16 | $3,954,257 | $1,112,080 | $69,505iApproximate average salary by contribution assumption: employee only about $1,737,625 at 4% or $1,158,417 at 6%; with 50% employer match about $1,158,417 at 4% or $772,278 at 6%; with 100% employer match about $868,813 at 4% or $579,208 at 6%. |
| 2016 | 2 | 38 | $14,162,274 | $1,388,304 | $36,534iApproximate average salary by contribution assumption: employee only about $913,358 at 4% or $608,905 at 6%; with 50% employer match about $608,905 at 4% or $405,937 at 6%; with 100% employer match about $456,679 at 4% or $304,453 at 6%. |
| Pension Plan for Hourly Employees of Oak Tree Farm Dairy Inc. | - | 1 | $9,020,363 | $962,464 | $962,464iApproximate average salary by contribution assumption: employee only about $24,061,600 at 4% or $16,041,067 at 6%; with 50% employer match about $16,041,067 at 4% or $10,694,044 at 6%; with 100% employer match about $12,030,800 at 4% or $8,020,533 at 6%. |
| Oak Tree Farm Dairy Inc. Salaried Employees Retirement Plan | - | 38 | $5,141,911 | $425,840 | $11,206iApproximate average salary by contribution assumption: employee only about $280,158 at 4% or $186,772 at 6%; with 50% employer match about $186,772 at 4% or $124,515 at 6%; with 100% employer match about $140,079 at 4% or $93,386 at 6%. |
| 2015 | 2 | 1 | $13,698,785 | $1,219,185 | $1,219,185iApproximate average salary by contribution assumption: employee only about $30,479,625 at 4% or $20,319,750 at 6%; with 50% employer match about $20,319,750 at 4% or $13,546,500 at 6%; with 100% employer match about $15,239,813 at 4% or $10,159,875 at 6%. |
| Pension Plan for Hourly Employees of Oak Tree Farm Dairy Inc. | - | 1 | $8,666,680 | $916,984 | $916,984iApproximate average salary by contribution assumption: employee only about $22,924,600 at 4% or $15,283,067 at 6%; with 50% employer match about $15,283,067 at 4% or $10,188,711 at 6%; with 100% employer match about $11,462,300 at 4% or $7,641,533 at 6%. |
| Oak Tree Farm Dairy Inc. Salaried Employees Retirement Plan | - | 0 | $5,032,105 | $302,201 | - |
| 2014 | 2 | 1 | $13,744,433 | $936,415 | $936,415iApproximate average salary by contribution assumption: employee only about $23,410,375 at 4% or $15,606,917 at 6%; with 50% employer match about $15,606,917 at 4% or $10,404,611 at 6%; with 100% employer match about $11,705,188 at 4% or $7,803,458 at 6%. |
| Pension Plan for Hourly Employees of Oak Tree Farm Dairy Inc. | - | 1 | $8,603,270 | $453,966 | $453,966iApproximate average salary by contribution assumption: employee only about $11,349,150 at 4% or $7,566,100 at 6%; with 50% employer match about $7,566,100 at 4% or $5,044,067 at 6%; with 100% employer match about $5,674,575 at 4% or $3,783,050 at 6%. |
| Oak Tree Farm Dairy Inc. Salaried Employees Retirement Plan | - | 0 | $5,141,163 | $482,449 | - |
| 2013 | 2 | 1 | $13,324,805 | $945,499 | $945,499iApproximate average salary by contribution assumption: employee only about $23,637,475 at 4% or $15,758,317 at 6%; with 50% employer match about $15,758,317 at 4% or $10,505,544 at 6%; with 100% employer match about $11,818,738 at 4% or $7,879,158 at 6%. |
| Pension Plan for Hourly Employees of Oak Tree Farm Dairy Inc. | - | 1 | $8,508,955 | $666,184 | $666,184iApproximate average salary by contribution assumption: employee only about $16,654,600 at 4% or $11,103,067 at 6%; with 50% employer match about $11,103,067 at 4% or $7,402,044 at 6%; with 100% employer match about $8,327,300 at 4% or $5,551,533 at 6%. |
| Oak Tree Farm Dairy Inc. Salaried Employees Retirement Plan | - | 0 | $4,815,850 | $279,315 | - |
| 2012 | 2 | 63 | $12,028,682 | $1,506,732 | $23,916iApproximate average salary by contribution assumption: employee only about $597,910 at 4% or $398,606 at 6%; with 50% employer match about $398,606 at 4% or $265,738 at 6%; with 100% employer match about $298,955 at 4% or $199,303 at 6%. |
| Pension Plan for Hourly Employees of Oak Tree Farm Dairy Inc. | - | 63 | $7,612,482 | $956,938 | $15,189iApproximate average salary by contribution assumption: employee only about $379,737 at 4% or $253,158 at 6%; with 50% employer match about $253,158 at 4% or $168,772 at 6%; with 100% employer match about $189,869 at 4% or $126,579 at 6%. |
| Oak Tree Farm Dairy Inc. Salaried Employees Retirement Plan | - | 0 | $4,416,200 | $549,794 | - |
| 2011 | 4 | 78 | $10,571,811 | $731,801 | $9,382iApproximate average salary by contribution assumption: employee only about $234,552 at 4% or $156,368 at 6%; with 50% employer match about $156,368 at 4% or $104,245 at 6%; with 100% employer match about $117,276 at 4% or $78,184 at 6%. |
| Pension Plan for Hourly Employees of Oak Tree Farm Dairy Inc. | - | 64 | $6,639,089 | $401,492 | $6,273iApproximate average salary by contribution assumption: employee only about $156,833 at 4% or $104,555 at 6%; with 50% employer match about $104,555 at 4% or $69,703 at 6%; with 100% employer match about $78,416 at 4% or $52,278 at 6%. |
| Oak Tree Farm Dairy Inc. Salaried Employees Retirement Plan | - | 0 | $3,932,722 | $330,309 | - |
| Group Life Insurance Plan | - | 78 | - | - | - |
| EMPLOYEE AND DEPENDENT MEDICAL PLAN | - | 43 | - | - | - |
| 2010 | 4 | 202 | $10,438,715 | $882,468 | $4,369iApproximate average salary by contribution assumption: employee only about $109,216 at 4% or $72,811 at 6%; with 50% employer match about $72,811 at 4% or $48,541 at 6%; with 100% employer match about $54,608 at 4% or $36,405 at 6%. |
| Pension Plan for Hourly Employees of Oak Tree Farm Dairy Inc. | - | 99 | $6,627,056 | $391,263 | $3,952iApproximate average salary by contribution assumption: employee only about $98,804 at 4% or $65,869 at 6%; with 50% employer match about $65,869 at 4% or $43,913 at 6%; with 100% employer match about $49,402 at 4% or $32,935 at 6%. |
| Oak Tree Farm Dairy Inc. Salaried Employees Retirement Plan | - | 0 | $3,811,659 | $491,205 | - |
| EMPLOYEE AND DEPENDENT MEDICAL PLAN | - | 202 | - | - | - |
| Group Life Insurance Plan | - | 85 | - | - | - |
| 2009 | 4 | 278 | $9,356,492 | $1,085,146 | $3,903iApproximate average salary by contribution assumption: employee only about $97,585 at 4% or $65,057 at 6%; with 50% employer match about $65,057 at 4% or $43,371 at 6%; with 100% employer match about $48,793 at 4% or $32,528 at 6%. |
| Pension Plan for Hourly Employees of Oak Tree Farm Dairy Inc. | - | 101 | $6,064,129 | $612,873 | $6,068iApproximate average salary by contribution assumption: employee only about $151,701 at 4% or $101,134 at 6%; with 50% employer match about $101,134 at 4% or $67,423 at 6%; with 100% employer match about $75,851 at 4% or $50,567 at 6%. |
| Oak Tree Farm Dairy Inc. Salaried Employees Retirement Plan | - | 0 | $3,292,363 | $472,273 | - |
| EMPLOYEE AND DEPENDENT MEDICAL PLAN | - | 278 | - | - | - |
| Group Life Insurance Plan | - | 119 | - | - | - |
| 2008 | 4 | 299 | $4,915,736 | $264,185 | $884iApproximate average salary by contribution assumption: employee only about $22,089 at 4% or $14,726 at 6%; with 50% employer match about $14,726 at 4% or $9,817 at 6%; with 100% employer match about $11,045 at 4% or $7,363 at 6%. |
| Pension Plan for Hourly Employees of Oak Tree Farm Dairy Inc. | - | 103 | $4,915,736 | $264,185 | $2,565iApproximate average salary by contribution assumption: employee only about $64,123 at 4% or $42,748 at 6%; with 50% employer match about $42,748 at 4% or $28,499 at 6%; with 100% employer match about $32,061 at 4% or $21,374 at 6%. |
| Oak Tree Farm Dairy Inc. Salaried Employees Retirement Plan | - | 24 | - | - | - |
| EMPLOYEE & DEPENDENT MEDICAL PLAN | - | 299 | - | - | - |
| Group Life Insurance Plan | - | 118 | - | - | - |
| 2007 | 4 | 314 | $6,253,314 | $713,664 | $2,273iApproximate average salary by contribution assumption: employee only about $56,820 at 4% or $37,880 at 6%; with 50% employer match about $37,880 at 4% or $25,254 at 6%; with 100% employer match about $28,410 at 4% or $18,940 at 6%. |
| Pension Plan for Hourly Employees of Oak Tree Farm Dairy Inc. | - | 107 | $6,253,314 | $713,664 | $6,670iApproximate average salary by contribution assumption: employee only about $166,744 at 4% or $111,163 at 6%; with 50% employer match about $111,163 at 4% or $74,108 at 6%; with 100% employer match about $83,372 at 4% or $55,581 at 6%. |
| Group Life Insurance Plan | - | 128 | - | - | - |
| EMPLOYEE & DEPENDENT MEDICAL PLAN | - | 314 | - | - | - |
| Oak Tree Farm Dairy Inc. Salaried Employees Retirement Plan | - | 25 | - | - | - |
| 2006 | 4 | 260 | $8,272,951 | $967,687 | $3,722iApproximate average salary by contribution assumption: employee only about $93,047 at 4% or $62,031 at 6%; with 50% employer match about $62,031 at 4% or $41,354 at 6%; with 100% employer match about $46,523 at 4% or $31,016 at 6%. |
| Pension Plan for Hourly Employees of Oak Tree Farm Dairy Inc. | - | 116 | $5,660,001 | $736,978 | $6,353iApproximate average salary by contribution assumption: employee only about $158,831 at 4% or $105,888 at 6%; with 50% employer match about $105,888 at 4% or $70,592 at 6%; with 100% employer match about $79,416 at 4% or $52,944 at 6%. |
| Oak Tree Farm Dairy Inc. Salaried Employees Retirement Plan | - | 25 | $2,612,950 | $230,709 | $9,228iApproximate average salary by contribution assumption: employee only about $230,709 at 4% or $153,806 at 6%; with 50% employer match about $153,806 at 4% or $102,537 at 6%; with 100% employer match about $115,355 at 4% or $76,903 at 6%. |
| Group Life Insurance Plan | - | 132 | - | - | - |
| EMPLOYEE & DEPENDENT MEDICAL PLAN | - | 260 | - | - | - |
| 2005 | 4 | 289 | $7,010,547 | $743,483 | $2,573iApproximate average salary by contribution assumption: employee only about $64,315 at 4% or $42,877 at 6%; with 50% employer match about $42,877 at 4% or $28,585 at 6%; with 100% employer match about $32,158 at 4% or $21,438 at 6%. |
| Pension Plan for Hourly Employees of Oak Tree Farm Dairy Inc. | - | 101 | $4,697,848 | $545,923 | $5,405iApproximate average salary by contribution assumption: employee only about $135,129 at 4% or $90,086 at 6%; with 50% employer match about $90,086 at 4% or $60,058 at 6%; with 100% employer match about $67,565 at 4% or $45,043 at 6%. |
| Oak Tree Farm Dairy Inc. Salaried Employees Retirement Plan | - | 25 | $2,312,699 | $197,560 | $7,902iApproximate average salary by contribution assumption: employee only about $197,560 at 4% or $131,707 at 6%; with 50% employer match about $131,707 at 4% or $87,804 at 6%; with 100% employer match about $98,780 at 4% or $65,853 at 6%. |
| Group Life Insurance Plan | - | 124 | - | - | - |
| EMPLOYEE & DEPENDENT MEDICAL PLAN | - | 289 | - | - | - |
| 2004 | 4 | 306 | $6,397,084 | $588,518 | $1,923iApproximate average salary by contribution assumption: employee only about $48,082 at 4% or $32,054 at 6%; with 50% employer match about $32,054 at 4% or $21,370 at 6%; with 100% employer match about $24,041 at 4% or $16,027 at 6%. |
| Pension Plan for Hourly Employees of Oak Tree Farm Dairy Inc. | - | 102 | $4,263,605 | $385,479 | $3,779iApproximate average salary by contribution assumption: employee only about $94,480 at 4% or $62,987 at 6%; with 50% employer match about $62,987 at 4% or $41,991 at 6%; with 100% employer match about $47,240 at 4% or $31,493 at 6%. |
| Oak Tree Farm Dairy Inc. Salaried Employees Retirement Plan | - | 28 | $2,133,479 | $203,039 | $7,251iApproximate average salary by contribution assumption: employee only about $181,285 at 4% or $120,857 at 6%; with 50% employer match about $120,857 at 4% or $80,571 at 6%; with 100% employer match about $90,642 at 4% or $60,428 at 6%. |
| Group Life Insurance Plan | - | 129 | - | - | - |
| OAK TREE FARM DAIRY, INC. EMPLOYEE & DEPENDENTS MEDICAL PLAN | - | 306 | - | - | - |
| 2003 | 4 | 328 | $5,720,055 | $765,141 | $2,333iApproximate average salary by contribution assumption: employee only about $58,319 at 4% or $38,879 at 6%; with 50% employer match about $38,879 at 4% or $25,919 at 6%; with 100% employer match about $29,159 at 4% or $19,440 at 6%. |
| Pension Plan for Hourly Employees of Oak Tree Farm Dairy Inc. | - | 101 | $3,830,459 | $589,462 | $5,836iApproximate average salary by contribution assumption: employee only about $145,906 at 4% or $97,271 at 6%; with 50% employer match about $97,271 at 4% or $64,847 at 6%; with 100% employer match about $72,953 at 4% or $48,635 at 6%. |
| Oak Tree Farm Dairy Inc. Salaried Employees Retirement Plan | - | 28 | $1,889,596 | $175,679 | $6,274iApproximate average salary by contribution assumption: employee only about $156,856 at 4% or $104,571 at 6%; with 50% employer match about $104,571 at 4% or $69,714 at 6%; with 100% employer match about $78,428 at 4% or $52,285 at 6%. |
| OAK TREE FARM DAIRY, INC. EMPLOYEE & DEPENDENTS MEDICAL PLAN | - | 328 | - | - | - |
| Group Life Insurance Plan | - | 142 | - | - | - |
| 2002 | 4 | 133 | $3,014,558 | $177,857 | $1,337iApproximate average salary by contribution assumption: employee only about $33,432 at 4% or $22,288 at 6%; with 50% employer match about $22,288 at 4% or $14,859 at 6%; with 100% employer match about $16,716 at 4% or $11,144 at 6%. |
| Pension Plan for Hourly Employees of Oak Tree Farm Dairy Inc. | - | 112 | $3,014,558 | $177,857 | $1,588iApproximate average salary by contribution assumption: employee only about $39,700 at 4% or $26,467 at 6%; with 50% employer match about $26,467 at 4% or $17,645 at 6%; with 100% employer match about $19,850 at 4% or $13,233 at 6%. |
| Oak Tree Farm Dairy Inc. Salaried Employees Retirement Plan | - | 27 | - | - | - |
| Group Life Insurance Plan | - | 132 | - | - | - |
| OAK TREE FARM DAIRY EMPLOYEE & DEP. GROUP HEALTH INSURANCE | - | 133 | - | - | - |
| 2001 | 3 | 146 | $3,344,446 | $104,777 | $718iApproximate average salary by contribution assumption: employee only about $17,941 at 4% or $11,961 at 6%; with 50% employer match about $11,961 at 4% or $7,974 at 6%; with 100% employer match about $8,971 at 4% or $5,980 at 6%. |
| Pension Plan for Hourly Employees of Oak Tree Farm Dairy Inc. | - | 121 | $3,344,446 | $104,777 | $866iApproximate average salary by contribution assumption: employee only about $21,648 at 4% or $14,432 at 6%; with 50% employer match about $14,432 at 4% or $9,621 at 6%; with 100% employer match about $10,824 at 4% or $7,216 at 6%. |
| Oak Tree Farm Dairy Inc. Salaried Employees Retirement Plan | - | 29 | - | - | - |
| Group Life Insurance Plan | - | 146 | - | - | - |
| 2000 | 3 | 153 | $5,738,611 | $155,356 | $1,015iApproximate average salary by contribution assumption: employee only about $25,385 at 4% or $16,923 at 6%; with 50% employer match about $16,923 at 4% or $11,282 at 6%; with 100% employer match about $12,692 at 4% or $8,462 at 6%. |
| Pension Plan for Hourly Employees of Oak Tree Farm Dairy Inc. | - | 109 | $3,550,511 | $77,036 | $707iApproximate average salary by contribution assumption: employee only about $17,669 at 4% or $11,779 at 6%; with 50% employer match about $11,779 at 4% or $7,853 at 6%; with 100% employer match about $8,834 at 4% or $5,890 at 6%. |
| Oak Tree Farm Dairy Inc. Salaried Employees Retirement Plan | - | 25 | $2,188,100 | $78,320 | $3,133iApproximate average salary by contribution assumption: employee only about $78,320 at 4% or $52,213 at 6%; with 50% employer match about $52,213 at 4% or $34,809 at 6%; with 100% employer match about $39,160 at 4% or $26,107 at 6%. |
| Group Life Insurance Plan | - | 153 | - | - | - |
| 1999 | 3 | 140 | $5,681,952 | $83,839 | $599iApproximate average salary by contribution assumption: employee only about $14,971 at 4% or $9,981 at 6%; with 50% employer match about $9,981 at 4% or $6,654 at 6%; with 100% employer match about $7,486 at 4% or $4,990 at 6%. |
| Pension Plan for Hourly Employees of Oak Tree Farm Dairy Inc. | - | 91 | $3,608,901 | - | - |
| Oak Tree Farm Dairy Inc. Salaried Employees Retirement Plan | - | 23 | $2,073,051 | $83,839 | $3,645iApproximate average salary by contribution assumption: employee only about $91,129 at 4% or $60,753 at 6%; with 50% employer match about $60,753 at 4% or $40,502 at 6%; with 100% employer match about $45,565 at 4% or $30,376 at 6%. |
| Group Life Insurance Plan | - | 140 | - | - | - |