Oppenheimerfunds Inc.
Plan context: OPPENHEIMERFUNDS, INC. CAPITAL ACCUMULATION PLAN
EIN 13-2527171 • Centennial, CO • 43 filings • 13 plans
Current Snapshot
Latest Year
2015
2015 Participants
2,065
2015 Assets
$450,335,847
2015 Contributions
$38,610,191
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 |
|---|---|---|---|---|---|
| 2015 | 1 | 2,065 | $0 | $0 | - |
| Oppenheimerfunds Inc. Oxford Health Plan | - | 2,065 | - | - | - |
| 2014 | 1 | 2,018 | $0 | $0 | - |
| Oppenheimerfunds Inc. Oxford Health Plan | - | 2,018 | - | - | - |
| 2013 | 1 | 2,008 | $0 | $0 | - |
| Oppenheimerfunds Inc. Oxford Health Plan | - | 2,008 | - | - | - |
| 2012 | 2 | 2,033 | $450,335,847 | $38,610,191 | $18,992iApproximate average salary by contribution assumption: employee only about $474,793 at 4% or $316,529 at 6%; with 50% employer match about $316,529 at 4% or $211,019 at 6%; with 100% employer match about $237,397 at 4% or $158,264 at 6%. |
| OPPENHEIMERFUNDS, INC. CAPITAL ACCUMULATION PLAN | - | 2,033 | $450,335,847 | $38,610,191 | $18,992iApproximate average salary by contribution assumption: employee only about $474,793 at 4% or $316,529 at 6%; with 50% employer match about $316,529 at 4% or $211,019 at 6%; with 100% employer match about $237,397 at 4% or $158,264 at 6%. |
| Oppenheimerfunds Inc. Oxford Health Plan | - | 1,971 | - | - | - |
| 2011 | 2 | 2,001 | $393,993,233 | $36,989,835 | $18,486iApproximate average salary by contribution assumption: employee only about $462,142 at 4% or $308,095 at 6%; with 50% employer match about $308,095 at 4% or $205,396 at 6%; with 100% employer match about $231,071 at 4% or $154,047 at 6%. |
| OPPENHEIMERFUNDS, INC. CAPITAL ACCUMULATION PLAN | - | 2,001 | $393,993,233 | $36,989,835 | $18,486iApproximate average salary by contribution assumption: employee only about $462,142 at 4% or $308,095 at 6%; with 50% employer match about $308,095 at 4% or $205,396 at 6%; with 100% employer match about $231,071 at 4% or $154,047 at 6%. |
| Oppenheimerfunds Inc. Oxford Health Plan | - | 1,813 | - | - | - |
| 2010 | 2 | 2,036 | $416,963,392 | $34,201,308 | $16,798iApproximate average salary by contribution assumption: employee only about $419,957 at 4% or $279,971 at 6%; with 50% employer match about $279,971 at 4% or $186,648 at 6%; with 100% employer match about $209,979 at 4% or $139,986 at 6%. |
| OPPENHEIMERFUNDS, INC. CAPITAL ACCUMULATION PLAN | - | 2,036 | $416,963,392 | $34,201,308 | $16,798iApproximate average salary by contribution assumption: employee only about $419,957 at 4% or $279,971 at 6%; with 50% employer match about $279,971 at 4% or $186,648 at 6%; with 100% employer match about $209,979 at 4% or $139,986 at 6%. |
| Oppenheimerfunds Inc. Oxford Health Plan | - | 1,978 | - | - | - |
| 2009 | 2 | 2,330 | $347,134,905 | $33,775,555 | $14,496iApproximate average salary by contribution assumption: employee only about $362,399 at 4% or $241,599 at 6%; with 50% employer match about $241,599 at 4% or $161,066 at 6%; with 100% employer match about $181,199 at 4% or $120,800 at 6%. |
| OPPENHEIMERFUNDS, INC. CAPITAL ACCUMULATION PLAN | - | 2,330 | $347,134,905 | $33,775,555 | $14,496iApproximate average salary by contribution assumption: employee only about $362,399 at 4% or $241,599 at 6%; with 50% employer match about $241,599 at 4% or $161,066 at 6%; with 100% employer match about $181,199 at 4% or $120,800 at 6%. |
| Oppenheimerfunds Inc. Oxford Health Plan | - | 2,229 | - | - | - |
| 2008 | 2 | 2,698 | $254,229,072 | $44,853,181 | $16,625iApproximate average salary by contribution assumption: employee only about $415,615 at 4% or $277,077 at 6%; with 50% employer match about $277,077 at 4% or $184,718 at 6%; with 100% employer match about $207,808 at 4% or $138,538 at 6%. |
| OPPENHEIMERFUNDS, INC. CAPITAL ACCUMULATION PLAN | - | 2,698 | $254,229,072 | $44,853,181 | $16,625iApproximate average salary by contribution assumption: employee only about $415,615 at 4% or $277,077 at 6%; with 50% employer match about $277,077 at 4% or $184,718 at 6%; with 100% employer match about $207,808 at 4% or $138,538 at 6%. |
| Oppenheimerfunds Inc. Oxford Health Plan | - | 2,632 | - | - | - |
| 2007 | 2 | 2,691 | $368,083,561 | $47,385,254 | $17,609iApproximate average salary by contribution assumption: employee only about $440,220 at 4% or $293,480 at 6%; with 50% employer match about $293,480 at 4% or $195,653 at 6%; with 100% employer match about $220,110 at 4% or $146,740 at 6%. |
| OPPENHEIMERFUNDS, INC. CAPITAL ACCUMULATION PLAN | - | 2,691 | $368,083,561 | $47,385,254 | $17,609iApproximate average salary by contribution assumption: employee only about $440,220 at 4% or $293,480 at 6%; with 50% employer match about $293,480 at 4% or $195,653 at 6%; with 100% employer match about $220,110 at 4% or $146,740 at 6%. |
| Oppenheimerfunds Inc. Oxford Health Plan | - | 2,622 | - | - | - |
| 2006 | 2 | 2,585 | $305,520,138 | $42,764,522 | $16,543iApproximate average salary by contribution assumption: employee only about $413,583 at 4% or $275,722 at 6%; with 50% employer match about $275,722 at 4% or $183,815 at 6%; with 100% employer match about $206,792 at 4% or $137,861 at 6%. |
| OPPENHEIMERFUNDS, INC. CAPITAL ACCUMULATION PLAN | - | 2,585 | $305,520,138 | $42,764,522 | $16,543iApproximate average salary by contribution assumption: employee only about $413,583 at 4% or $275,722 at 6%; with 50% employer match about $275,722 at 4% or $183,815 at 6%; with 100% employer match about $206,792 at 4% or $137,861 at 6%. |
| Oppenheimerfunds Inc. Oxford Health Plan | - | 2,521 | - | - | - |
| 2005 | 4 | 2,416 | $240,412,603 | $32,149,018 | $13,307iApproximate average salary by contribution assumption: employee only about $332,668 at 4% or $221,779 at 6%; with 50% employer match about $221,779 at 4% or $147,852 at 6%; with 100% employer match about $166,334 at 4% or $110,889 at 6%. |
| OPPENHEIMERFUNDS, INC. CAPITAL ACCUMULATION PLAN | - | 2,416 | $240,412,603 | $32,149,018 | $13,307iApproximate average salary by contribution assumption: employee only about $332,668 at 4% or $221,779 at 6%; with 50% employer match about $221,779 at 4% or $147,852 at 6%; with 100% employer match about $166,334 at 4% or $110,889 at 6%. |
| Oppenheimerfunds Inc. Oxford Health Plan | - | 2,322 | - | - | - |
| OPPENHEIMERFUNDS, INC. GROUP VARIABLE UNIVERSAL LIFE INSURANCE PLAN | - | 448 | - | - | - |
| OPPENHEIMERFUNDS, INC. EMPLOYEE ASSISTANCE PLAN | - | 2,281 | - | - | - |
| 2004 | 4 | 2,337 | $199,314,661 | $33,813,768 | $14,469iApproximate average salary by contribution assumption: employee only about $361,722 at 4% or $241,148 at 6%; with 50% employer match about $241,148 at 4% or $160,765 at 6%; with 100% employer match about $180,861 at 4% or $120,574 at 6%. |
| OPPENHEIMERFUNDS, INC. CAPITAL ACCUMULATION PLAN | - | 2,337 | $199,314,661 | $33,813,768 | $14,469iApproximate average salary by contribution assumption: employee only about $361,722 at 4% or $241,148 at 6%; with 50% employer match about $241,148 at 4% or $160,765 at 6%; with 100% employer match about $180,861 at 4% or $120,574 at 6%. |
| OPPENHEIMERFUNDS, INC. EMPLOYEE ASSISTANCE PLAN | - | 2,262 | - | - | - |
| OPPENHEIMERFUNDS, INC. GROUP VARIABLE UNIVERSAL LIFE INSURANCE PLAN | - | 377 | - | - | - |
| Oppenheimerfunds Inc. Oxford Health Plan | - | 2,220 | - | - | - |
| 2003 | 4 | 2,187 | $154,582,156 | $22,258,208 | $10,178iApproximate average salary by contribution assumption: employee only about $254,438 at 4% or $169,625 at 6%; with 50% employer match about $169,625 at 4% or $113,083 at 6%; with 100% employer match about $127,219 at 4% or $84,813 at 6%. |
| OPPENHEIMERFUNDS, INC. CAPITAL ACCUMULATION PLAN | - | 2,187 | $154,582,156 | $22,258,208 | $10,178iApproximate average salary by contribution assumption: employee only about $254,438 at 4% or $169,625 at 6%; with 50% employer match about $169,625 at 4% or $113,083 at 6%; with 100% employer match about $127,219 at 4% or $84,813 at 6%. |
| Oppenheimerfunds Inc. Oxford Health Plan | - | 2,078 | - | - | - |
| OPPENHEIMERFUNDS, INC. EMPLOYEE ASSISTANCE PLAN | - | 2,116 | - | - | - |
| OPPENHEIMERFUNDS, INC. GROUP VARIABLE UNIVERSAL LIFE INSURANCE PLAN | - | 369 | - | - | - |
| 2002 | 2 | 2,635 | $107,775,372 | $25,463,428 | $9,664iApproximate average salary by contribution assumption: employee only about $241,589 at 4% or $161,059 at 6%; with 50% employer match about $161,059 at 4% or $107,373 at 6%; with 100% employer match about $120,794 at 4% or $80,530 at 6%. |
| OPPENHEIMERFUNDS, INC. CAPITAL ACCUMULATION PLAN | - | 2,635 | $107,775,372 | $25,463,428 | $9,664iApproximate average salary by contribution assumption: employee only about $241,589 at 4% or $161,059 at 6%; with 50% employer match about $161,059 at 4% or $107,373 at 6%; with 100% employer match about $120,794 at 4% or $80,530 at 6%. |
| Oppenheimerfunds Inc. Oxford Health Plan | - | 2,227 | - | - | - |
| 2001 | 3 | 2,354 | $107,597,370 | $23,027,803 | $9,782iApproximate average salary by contribution assumption: employee only about $244,560 at 4% or $163,040 at 6%; with 50% employer match about $163,040 at 4% or $108,693 at 6%; with 100% employer match about $122,280 at 4% or $81,520 at 6%. |
| OPPENHEIMERFUNDS, INC. CAPITAL ACCUMULATION PLAN | - | 2,354 | $107,597,370 | $19,264,090 | $8,184iApproximate average salary by contribution assumption: employee only about $204,589 at 4% or $136,393 at 6%; with 50% employer match about $136,393 at 4% or $90,928 at 6%; with 100% employer match about $102,294 at 4% or $68,196 at 6%. |
| Oppenheimerfunds Inc. Oxford Health Plan | - | 2,346 | - | - | - |
| OPPENHEIMERFUNDS, INC. EMPLOYEE RETIREMENT PLAN | - | 0 | - | $3,763,713 | - |
| 2000 | 3 | 2,350 | $101,893,887 | $19,179,181 | $8,161iApproximate average salary by contribution assumption: employee only about $204,034 at 4% or $136,023 at 6%; with 50% employer match about $136,023 at 4% or $90,682 at 6%; with 100% employer match about $102,017 at 4% or $68,011 at 6%. |
| OPPENHEIMERFUNDS, INC. CAPITAL ACCUMULATION PLAN | - | 1,883 | $84,352,336 | $13,906,390 | $7,385iApproximate average salary by contribution assumption: employee only about $184,631 at 4% or $123,087 at 6%; with 50% employer match about $123,087 at 4% or $82,058 at 6%; with 100% employer match about $92,315 at 4% or $61,544 at 6%. |
| OPPENHEIMERFUNDS, INC. EMPLOYEE RETIREMENT PLAN | - | 1,883 | $17,541,551 | $5,272,791 | $2,800iApproximate average salary by contribution assumption: employee only about $70,005 at 4% or $46,670 at 6%; with 50% employer match about $46,670 at 4% or $31,113 at 6%; with 100% employer match about $35,003 at 4% or $23,335 at 6%. |
| Oppenheimerfunds Inc. Oxford Health Plan | - | 2,350 | - | - | - |
| 1999 | 6 | 2,524 | $0 | $0 | - |
| Oppenheimerfunds Inc. Dental Plan | - | 2,267 | - | - | - |
| Oppenheimerfunds Inc. Business Travel Accident Plan | - | 2,524 | - | - | - |
| Oppenheimerfunds Inc. Long Term Disability Income Plan | - | 2,267 | - | - | - |
| Oppenheimerfunds Inc. Life and Ad&D and Medical Plan | - | 2,506 | - | - | - |
| Oppenheimerfunds Inc. Oxford Health Plan | - | 343 | - | - | - |
| Kaiser Permanente Health Care Plan | - | 834 | - | - | - |