Civic Intelligence

Fahnestock & Co. Inc.

Plan context: Fahnestock & Co. Inc. 401K Plan

EIN 13-5657518 • 52 filings • 10 plans

Current Snapshot

Latest Year

2024

2024 Participants

2,914

2024 Assets

$700,092,581

2024 Contributions

$41,027,269

Historical Graphs

Total Assets Over Time

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

$700,092,581$350,046,291$0199920132024YearValue
$700,092,581Latest year 2024

Participants Over Time

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

3,6261,8130199920122024YearValue
2,914Latest 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
202422,914$700,092,581$41,027,269$14,079iApproximate average salary by contribution assumption: employee only about $351,984 at 4% or $234,656 at 6%; with 50% employer match about $234,656 at 4% or $156,437 at 6%; with 100% employer match about $175,992 at 4% or $117,328 at 6%.
Fahnestock & Co. Inc. 401K Plan-2,914$700,092,581$41,027,269$14,079iApproximate average salary by contribution assumption: employee only about $351,984 at 4% or $234,656 at 6%; with 50% employer match about $234,656 at 4% or $156,437 at 6%; with 100% employer match about $175,992 at 4% or $117,328 at 6%.
Oppenheimer & Co. Inc. Employee Benefit Plan-2,838---
202322,852$603,016,042$38,466,131$13,487iApproximate average salary by contribution assumption: employee only about $337,186 at 4% or $224,790 at 6%; with 50% employer match about $224,790 at 4% or $149,860 at 6%; with 100% employer match about $168,593 at 4% or $112,395 at 6%.
Fahnestock & Co. Inc. 401K Plan-2,852$603,016,042$38,466,131$13,487iApproximate average salary by contribution assumption: employee only about $337,186 at 4% or $224,790 at 6%; with 50% employer match about $224,790 at 4% or $149,860 at 6%; with 100% employer match about $168,593 at 4% or $112,395 at 6%.
Oppenheimer & Co. Inc. Employee Benefit Plan-2,833---
202222,814$516,771,931$38,044,174$13,520iApproximate average salary by contribution assumption: employee only about $337,990 at 4% or $225,327 at 6%; with 50% employer match about $225,327 at 4% or $150,218 at 6%; with 100% employer match about $168,995 at 4% or $112,663 at 6%.
Fahnestock & Co. Inc. 401K Plan-2,814$516,771,931$38,044,174$13,520iApproximate average salary by contribution assumption: employee only about $337,990 at 4% or $225,327 at 6%; with 50% employer match about $225,327 at 4% or $150,218 at 6%; with 100% employer match about $168,995 at 4% or $112,663 at 6%.
Oppenheimer & Co. Inc. Employee Benefit Plan-2,200---
202122,804$624,604,097$35,934,665$12,816iApproximate average salary by contribution assumption: employee only about $320,388 at 4% or $213,592 at 6%; with 50% employer match about $213,592 at 4% or $142,394 at 6%; with 100% employer match about $160,194 at 4% or $106,796 at 6%.
Fahnestock & Co. Inc. 401K Plan-2,804$624,604,097$35,934,665$12,816iApproximate average salary by contribution assumption: employee only about $320,388 at 4% or $213,592 at 6%; with 50% employer match about $213,592 at 4% or $142,394 at 6%; with 100% employer match about $160,194 at 4% or $106,796 at 6%.
Oppenheimer & Co. Inc. Employee Benefit Plan-2,104---
202022,809$541,895,916$33,454,041$11,910iApproximate average salary by contribution assumption: employee only about $297,740 at 4% or $198,493 at 6%; with 50% employer match about $198,493 at 4% or $132,329 at 6%; with 100% employer match about $148,870 at 4% or $99,247 at 6%.
Fahnestock & Co. Inc. 401K Plan-2,809$541,895,916$33,454,041$11,910iApproximate average salary by contribution assumption: employee only about $297,740 at 4% or $198,493 at 6%; with 50% employer match about $198,493 at 4% or $132,329 at 6%; with 100% employer match about $148,870 at 4% or $99,247 at 6%.
Oppenheimer & Co. Inc. Employee Benefit Plan-2,370---
201922,871$456,441,313$30,370,333$10,578iApproximate average salary by contribution assumption: employee only about $264,458 at 4% or $176,305 at 6%; with 50% employer match about $176,305 at 4% or $117,537 at 6%; with 100% employer match about $132,229 at 4% or $88,153 at 6%.
Fahnestock & Co. Inc. 401K Plan-2,871$456,441,313$30,370,333$10,578iApproximate average salary by contribution assumption: employee only about $264,458 at 4% or $176,305 at 6%; with 50% employer match about $176,305 at 4% or $117,537 at 6%; with 100% employer match about $132,229 at 4% or $88,153 at 6%.
Oppenheimer & Co. Inc. Employee Benefit Plan-2,122---
201822,875$380,237,990$28,794,602$10,016iApproximate average salary by contribution assumption: employee only about $250,388 at 4% or $166,925 at 6%; with 50% employer match about $166,925 at 4% or $111,283 at 6%; with 100% employer match about $125,194 at 4% or $83,463 at 6%.
Fahnestock & Co. Inc. 401K Plan-2,875$380,237,990$28,794,602$10,016iApproximate average salary by contribution assumption: employee only about $250,388 at 4% or $166,925 at 6%; with 50% employer match about $166,925 at 4% or $111,283 at 6%; with 100% employer match about $125,194 at 4% or $83,463 at 6%.
Oppenheimer & Co. Inc. Employee Benefit Plan-2,153---
201722,669$400,281,258$25,956,284$9,725iApproximate average salary by contribution assumption: employee only about $243,127 at 4% or $162,085 at 6%; with 50% employer match about $162,085 at 4% or $108,057 at 6%; with 100% employer match about $121,564 at 4% or $81,042 at 6%.
Fahnestock & Co. Inc. 401K Plan-2,669$400,281,258$25,956,284$9,725iApproximate average salary by contribution assumption: employee only about $243,127 at 4% or $162,085 at 6%; with 50% employer match about $162,085 at 4% or $108,057 at 6%; with 100% employer match about $121,564 at 4% or $81,042 at 6%.
Oppenheimer & Co. Inc. Employee Benefit Plan-2,212---
201622,995$347,382,538$23,359,057$7,799iApproximate average salary by contribution assumption: employee only about $194,984 at 4% or $129,989 at 6%; with 50% employer match about $129,989 at 4% or $86,659 at 6%; with 100% employer match about $97,492 at 4% or $64,995 at 6%.
Fahnestock & Co. Inc. 401K Plan-2,995$347,382,538$23,359,057$7,799iApproximate average salary by contribution assumption: employee only about $194,984 at 4% or $129,989 at 6%; with 50% employer match about $129,989 at 4% or $86,659 at 6%; with 100% employer match about $97,492 at 4% or $64,995 at 6%.
Oppenheimer & Co. Inc. Employee Benefit Plan-2,370---
201523,177$330,020,917$25,718,226$8,095iApproximate average salary by contribution assumption: employee only about $202,378 at 4% or $134,919 at 6%; with 50% employer match about $134,919 at 4% or $89,946 at 6%; with 100% employer match about $101,189 at 4% or $67,459 at 6%.
Fahnestock & Co. Inc. 401K Plan-3,177$330,020,917$25,718,226$8,095iApproximate average salary by contribution assumption: employee only about $202,378 at 4% or $134,919 at 6%; with 50% employer match about $134,919 at 4% or $89,946 at 6%; with 100% employer match about $101,189 at 4% or $67,459 at 6%.
Oppenheimer & Co. Inc. Employee Benefit Plan-2,617---
201423,311$345,586,968$26,702,879$8,065iApproximate average salary by contribution assumption: employee only about $201,622 at 4% or $134,415 at 6%; with 50% employer match about $134,415 at 4% or $89,610 at 6%; with 100% employer match about $100,811 at 4% or $67,207 at 6%.
Fahnestock & Co. Inc. 401K Plan-3,311$345,586,968$26,702,879$8,065iApproximate average salary by contribution assumption: employee only about $201,622 at 4% or $134,415 at 6%; with 50% employer match about $134,415 at 4% or $89,610 at 6%; with 100% employer match about $100,811 at 4% or $67,207 at 6%.
Oppenheimer & Co. Inc. Employee Benefit Plan-2,690---
201323,391$329,191,777$25,527,443$7,528iApproximate average salary by contribution assumption: employee only about $188,200 at 4% or $125,467 at 6%; with 50% employer match about $125,467 at 4% or $83,644 at 6%; with 100% employer match about $94,100 at 4% or $62,733 at 6%.
Fahnestock & Co. Inc. 401K Plan-3,391$329,191,777$25,527,443$7,528iApproximate average salary by contribution assumption: employee only about $188,200 at 4% or $125,467 at 6%; with 50% employer match about $125,467 at 4% or $83,644 at 6%; with 100% employer match about $94,100 at 4% or $62,733 at 6%.
Oppenheimer & Co. Inc. Employee Benefit Plan-2,805---
201223,407$273,988,335$24,547,488$7,205iApproximate average salary by contribution assumption: employee only about $180,125 at 4% or $120,084 at 6%; with 50% employer match about $120,084 at 4% or $80,056 at 6%; with 100% employer match about $90,063 at 4% or $60,042 at 6%.
Fahnestock & Co. Inc. 401K Plan-3,407$273,988,335$24,547,488$7,205iApproximate average salary by contribution assumption: employee only about $180,125 at 4% or $120,084 at 6%; with 50% employer match about $120,084 at 4% or $80,056 at 6%; with 100% employer match about $90,063 at 4% or $60,042 at 6%.
Oppenheimer & Co. Inc. Employee Benefit Plan-2,800---
201123,470$237,091,508$26,054,093$7,508iApproximate average salary by contribution assumption: employee only about $187,710 at 4% or $125,140 at 6%; with 50% employer match about $125,140 at 4% or $83,426 at 6%; with 100% employer match about $93,855 at 4% or $62,570 at 6%.
Fahnestock & Co. Inc. 401K Plan-3,470$237,091,508$26,054,093$7,508iApproximate average salary by contribution assumption: employee only about $187,710 at 4% or $125,140 at 6%; with 50% employer match about $125,140 at 4% or $83,426 at 6%; with 100% employer match about $93,855 at 4% or $62,570 at 6%.
Oppenheimer & Co. Inc. Employee Benefit Plan-2,888---
201023,556$248,446,563$26,882,646$7,560iApproximate average salary by contribution assumption: employee only about $188,995 at 4% or $125,997 at 6%; with 50% employer match about $125,997 at 4% or $83,998 at 6%; with 100% employer match about $94,497 at 4% or $62,998 at 6%.
Fahnestock & Co. Inc. 401K Plan-3,556$248,446,563$26,882,646$7,560iApproximate average salary by contribution assumption: employee only about $188,995 at 4% or $125,997 at 6%; with 50% employer match about $125,997 at 4% or $83,998 at 6%; with 100% employer match about $94,497 at 4% or $62,998 at 6%.
Oppenheimer & Co. Inc. Employee Benefit Plan-3,502---
200923,576$221,970,885$24,900,440$6,963iApproximate average salary by contribution assumption: employee only about $174,080 at 4% or $116,054 at 6%; with 50% employer match about $116,054 at 4% or $77,369 at 6%; with 100% employer match about $87,040 at 4% or $58,027 at 6%.
Fahnestock & Co. Inc. 401K Plan-3,576$221,970,885$24,900,440$6,963iApproximate average salary by contribution assumption: employee only about $174,080 at 4% or $116,054 at 6%; with 50% employer match about $116,054 at 4% or $77,369 at 6%; with 100% employer match about $87,040 at 4% or $58,027 at 6%.
Oppenheimer & Co. Inc. Employee Benefit Plan-3,546---
200823,394$156,055,937$28,736,963$8,467iApproximate average salary by contribution assumption: employee only about $211,675 at 4% or $141,116 at 6%; with 50% employer match about $141,116 at 4% or $94,078 at 6%; with 100% employer match about $105,837 at 4% or $70,558 at 6%.
Fahnestock & Co. Inc. 401K Plan-3,354$156,055,937$28,736,963$8,568iApproximate average salary by contribution assumption: employee only about $214,199 at 4% or $142,799 at 6%; with 50% employer match about $142,799 at 4% or $95,200 at 6%; with 100% employer match about $107,100 at 4% or $71,400 at 6%.
Oppenheimer & Co. Inc. Employee Benefit Plan-3,394---
200712,119$0$0-
Oppenheimer & Co. Inc. Employee Benefit Plan-2,119---
200622,880$371,515$56,000$19iApproximate average salary by contribution assumption: employee only about $486 at 4% or $324 at 6%; with 50% employer match about $324 at 4% or $216 at 6%; with 100% employer match about $243 at 4% or $162 at 6%.
Fahnestock & Co. Inc. 401K Plan-4$371,515$56,000$14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%.
Oppenheimer & Co. Inc. Employee Benefit Plan-2,880---
200533,063$148,344,847$21,822,226$7,124iApproximate average salary by contribution assumption: employee only about $178,112 at 4% or $118,741 at 6%; with 50% employer match about $118,741 at 4% or $79,161 at 6%; with 100% employer match about $89,056 at 4% or $59,371 at 6%.
Fahnestock & Co. Inc. 401K Plan-3,063$148,068,287$21,637,724$7,064iApproximate average salary by contribution assumption: employee only about $176,606 at 4% or $117,737 at 6%; with 50% employer match about $117,737 at 4% or $78,491 at 6%; with 100% employer match about $88,303 at 4% or $58,869 at 6%.
Fahnestock & Co. Inc. 401K Plan-3$276,560$184,502$61,501iApproximate average salary by contribution assumption: employee only about $1,537,517 at 4% or $1,025,011 at 6%; with 50% employer match about $1,025,011 at 4% or $683,341 at 6%; with 100% employer match about $768,758 at 4% or $512,506 at 6%.
Oppenheimer & Co. Inc. Employee Benefit Plan-2,855---
200433,626$133,153,049$18,225,372$5,026iApproximate average salary by contribution assumption: employee only about $125,658 at 4% or $83,772 at 6%; with 50% employer match about $83,772 at 4% or $55,848 at 6%; with 100% employer match about $62,829 at 4% or $41,886 at 6%.
Fahnestock & Co. Inc. 401K Plan-3,626$133,153,049$18,225,372$5,026iApproximate average salary by contribution assumption: employee only about $125,658 at 4% or $83,772 at 6%; with 50% employer match about $83,772 at 4% or $55,848 at 6%; with 100% employer match about $62,829 at 4% or $41,886 at 6%.
OPPENHEIMER & CO. INC. FLEXIBLE BENEFITS PLAN-0---
OPPENHEIMER & CO. INC. EMPLOYEE MEDICAL BENEFIT PLAN-0---
200333,231$119,996,408$23,655,647$7,321iApproximate average salary by contribution assumption: employee only about $183,037 at 4% or $122,024 at 6%; with 50% employer match about $122,024 at 4% or $81,350 at 6%; with 100% employer match about $91,518 at 4% or $61,012 at 6%.
Fahnestock & Co. Inc. 401K Plan-3,231$119,996,408$23,655,647$7,321iApproximate average salary by contribution assumption: employee only about $183,037 at 4% or $122,024 at 6%; with 50% employer match about $122,024 at 4% or $81,350 at 6%; with 100% employer match about $91,518 at 4% or $61,012 at 6%.
OPPENHEIMER & CO. INC. FLEXIBLE BENEFITS PLAN-809---
OPPENHEIMER & CO. INC. EMPLOYEE MEDICAL BENEFIT PLAN-1,939---
200221,685$82,039,239$9,773,261$5,800iApproximate average salary by contribution assumption: employee only about $145,004 at 4% or $96,669 at 6%; with 50% employer match about $96,669 at 4% or $64,446 at 6%; with 100% employer match about $72,502 at 4% or $48,335 at 6%.
Fahnestock & Co. Inc. 401K Plan-1,685$82,039,239$9,457,594$5,613iApproximate average salary by contribution assumption: employee only about $140,320 at 4% or $93,547 at 6%; with 50% employer match about $93,547 at 4% or $62,365 at 6%; with 100% employer match about $70,160 at 4% or $46,773 at 6%.
FIRST OF MICHIGAN, A DIVISION OF FAHNESTOCK & CO. INC. CAPITAL ACCUMULATION PLAN 401K-0-$315,667-
20012152$12,873,357$1,249,479$8,220iApproximate average salary by contribution assumption: employee only about $205,506 at 4% or $137,004 at 6%; with 50% employer match about $137,004 at 4% or $91,336 at 6%; with 100% employer match about $102,753 at 4% or $68,502 at 6%.
FIRST OF MICHIGAN, A DIVISION OF FAHNESTOCK & CO. INC. CAPITAL ACCUMULATION PLAN 401K-152$12,111,281$734,124$4,830iApproximate average salary by contribution assumption: employee only about $120,744 at 4% or $80,496 at 6%; with 50% employer match about $80,496 at 4% or $53,664 at 6%; with 100% employer match about $60,372 at 4% or $40,248 at 6%.
Fahnestock & Co. Inc. 401K Plan-60$762,076$515,355$8,589iApproximate average salary by contribution assumption: employee only about $214,731 at 4% or $143,154 at 6%; with 50% employer match about $143,154 at 4% or $95,436 at 6%; with 100% employer match about $107,366 at 4% or $71,577 at 6%.
20001927$0$0-
Fahnestock & Co. Inc. 401K Plan-927---
199911,015$73,326,731$11,629,717$11,458iApproximate average salary by contribution assumption: employee only about $286,446 at 4% or $190,964 at 6%; with 50% employer match about $190,964 at 4% or $127,309 at 6%; with 100% employer match about $143,223 at 4% or $95,482 at 6%.
Fahnestock & Co. Inc. 401K Plan-1,015$73,326,731$11,629,717$11,458iApproximate average salary by contribution assumption: employee only about $286,446 at 4% or $190,964 at 6%; with 50% employer match about $190,964 at 4% or $127,309 at 6%; with 100% employer match about $143,223 at 4% or $95,482 at 6%.