Civic Intelligence

O'Brien & Gere Limited

Plan context: O'Brien & Gere Incentive Savings and Retirement Plan

EIN 16-1284512 • Syracuse, NY • 55 filings • 13 plans

333 West Washington StSyracuse, NY 13202
Current Snapshot

Latest Year

2024

2024 Participants

1,831

2024 Assets

$235,097,975

2024 Contributions

$1,781,402

Historical Graphs

Total Assets Over Time

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

$235,097,975$117,548,988$0200020102019YearValue
$235,097,975Latest year 2019

Participants Over Time

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

1,8319160200020102024YearValue
1,831Latest 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
202411,831$0$0-
O'Brien & Gere Fringe & Welfare Benefits Plan-1,831---
202010$0$1,781,402-
O'Brien & Gere Incentive Savings and Retirement Plan-0-$1,781,402-
20192960$235,097,975$13,585,912$14,152iApproximate average salary by contribution assumption: employee only about $353,800 at 4% or $235,867 at 6%; with 50% employer match about $235,867 at 4% or $157,244 at 6%; with 100% employer match about $176,900 at 4% or $117,933 at 6%.
O'Brien & Gere Incentive Savings and Retirement Plan-960$235,097,975$13,585,912$14,152iApproximate average salary by contribution assumption: employee only about $353,800 at 4% or $235,867 at 6%; with 50% employer match about $235,867 at 4% or $157,244 at 6%; with 100% employer match about $176,900 at 4% or $117,933 at 6%.
O'Brien & Gere Fringe & Welfare Benefits Plan-0---
20182962$193,500,179$12,471,723$12,964iApproximate average salary by contribution assumption: employee only about $324,109 at 4% or $216,073 at 6%; with 50% employer match about $216,073 at 4% or $144,049 at 6%; with 100% employer match about $162,055 at 4% or $108,036 at 6%.
O'Brien & Gere Incentive Savings and Retirement Plan-962$193,500,179$12,471,723$12,964iApproximate average salary by contribution assumption: employee only about $324,109 at 4% or $216,073 at 6%; with 50% employer match about $216,073 at 4% or $144,049 at 6%; with 100% employer match about $162,055 at 4% or $108,036 at 6%.
O'Brien & Gere Fringe & Welfare Benefits Plan-618---
20172881$165,491,307$10,369,517$11,770iApproximate average salary by contribution assumption: employee only about $294,254 at 4% or $196,169 at 6%; with 50% employer match about $196,169 at 4% or $130,780 at 6%; with 100% employer match about $147,127 at 4% or $98,085 at 6%.
O'Brien & Gere Incentive Savings and Retirement Plan-881$165,491,307$10,369,517$11,770iApproximate average salary by contribution assumption: employee only about $294,254 at 4% or $196,169 at 6%; with 50% employer match about $196,169 at 4% or $130,780 at 6%; with 100% employer match about $147,127 at 4% or $98,085 at 6%.
O'Brien & Gere Fringe & Welfare Benefits Plan-536---
20162781$135,200,629$9,328,777$11,945iApproximate average salary by contribution assumption: employee only about $298,616 at 4% or $199,078 at 6%; with 50% employer match about $199,078 at 4% or $132,718 at 6%; with 100% employer match about $149,308 at 4% or $99,539 at 6%.
O'Brien & Gere Incentive Savings and Retirement Plan-781$135,200,629$9,328,777$11,945iApproximate average salary by contribution assumption: employee only about $298,616 at 4% or $199,078 at 6%; with 50% employer match about $199,078 at 4% or $132,718 at 6%; with 100% employer match about $149,308 at 4% or $99,539 at 6%.
O'Brien & Gere Fringe & Welfare Benefits Plan-518---
20152710$124,468,012$9,098,183$12,814iApproximate average salary by contribution assumption: employee only about $320,359 at 4% or $213,572 at 6%; with 50% employer match about $213,572 at 4% or $142,382 at 6%; with 100% employer match about $160,179 at 4% or $106,786 at 6%.
O'Brien & Gere Incentive Savings and Retirement Plan-710$124,468,012$9,098,183$12,814iApproximate average salary by contribution assumption: employee only about $320,359 at 4% or $213,572 at 6%; with 50% employer match about $213,572 at 4% or $142,382 at 6%; with 100% employer match about $160,179 at 4% or $106,786 at 6%.
O'Brien & Gere Fringe & Welfare Benefits Plan-473---
20142798$128,450,594$8,868,409$11,113iApproximate average salary by contribution assumption: employee only about $277,832 at 4% or $185,222 at 6%; with 50% employer match about $185,222 at 4% or $123,481 at 6%; with 100% employer match about $138,916 at 4% or $92,611 at 6%.
O'Brien & Gere Incentive Savings and Retirement Plan-798$128,450,594$8,868,409$11,113iApproximate average salary by contribution assumption: employee only about $277,832 at 4% or $185,222 at 6%; with 50% employer match about $185,222 at 4% or $123,481 at 6%; with 100% employer match about $138,916 at 4% or $92,611 at 6%.
O'Brien & Gere Fringe & Welfare Benefits Plan-550---
20132847$119,798,527$9,081,499$10,722iApproximate average salary by contribution assumption: employee only about $268,049 at 4% or $178,699 at 6%; with 50% employer match about $178,699 at 4% or $119,133 at 6%; with 100% employer match about $134,024 at 4% or $89,350 at 6%.
O'Brien & Gere Incentive Savings and Retirement Plan-847$119,798,527$9,081,499$10,722iApproximate average salary by contribution assumption: employee only about $268,049 at 4% or $178,699 at 6%; with 50% employer match about $178,699 at 4% or $119,133 at 6%; with 100% employer match about $134,024 at 4% or $89,350 at 6%.
O'Brien & Gere Fringe & Welfare Benefits Plan-563---
20123889$97,501,005$8,829,245$9,932iApproximate average salary by contribution assumption: employee only about $248,291 at 4% or $165,528 at 6%; with 50% employer match about $165,528 at 4% or $110,352 at 6%; with 100% employer match about $124,146 at 4% or $82,764 at 6%.
O'Brien & Gere Incentive Savings and Retirement Plan-889$97,501,005$8,829,245$9,932iApproximate average salary by contribution assumption: employee only about $248,291 at 4% or $165,528 at 6%; with 50% employer match about $165,528 at 4% or $110,352 at 6%; with 100% employer match about $124,146 at 4% or $82,764 at 6%.
O'Brien & Gere Fringe & Welfare Benefits Plan-580---
O'BRIEN & GERE EMPLOYEE STOCK OWNERSHIP PLAN-0---
20113808$83,049,195$7,847,804$9,713iApproximate average salary by contribution assumption: employee only about $242,816 at 4% or $161,877 at 6%; with 50% employer match about $161,877 at 4% or $107,918 at 6%; with 100% employer match about $121,408 at 4% or $80,939 at 6%.
O'Brien & Gere Incentive Savings and Retirement Plan-808$78,067,319$6,847,804$8,475iApproximate average salary by contribution assumption: employee only about $211,875 at 4% or $141,250 at 6%; with 50% employer match about $141,250 at 4% or $94,167 at 6%; with 100% employer match about $105,938 at 4% or $70,625 at 6%.
O'BRIEN & GERE EMPLOYEE STOCK OWNERSHIP PLAN-683$4,981,876$1,000,000$1,464iApproximate average salary by contribution assumption: employee only about $36,603 at 4% or $24,402 at 6%; with 50% employer match about $24,402 at 4% or $16,268 at 6%; with 100% employer match about $18,302 at 4% or $12,201 at 6%.
O'Brien & Gere Fringe & Welfare Benefits Plan-563---
20103780$79,710,531$6,868,015$8,805iApproximate average salary by contribution assumption: employee only about $220,129 at 4% or $146,752 at 6%; with 50% employer match about $146,752 at 4% or $97,835 at 6%; with 100% employer match about $110,064 at 4% or $73,376 at 6%.
O'Brien & Gere Incentive Savings and Retirement Plan-780$75,727,880$6,068,015$7,780iApproximate average salary by contribution assumption: employee only about $194,488 at 4% or $129,658 at 6%; with 50% employer match about $129,658 at 4% or $86,439 at 6%; with 100% employer match about $97,244 at 4% or $64,829 at 6%.
O'BRIEN & GERE EMPLOYEE STOCK OWNERSHIP PLAN-726$3,982,651$800,000$1,102iApproximate average salary by contribution assumption: employee only about $27,548 at 4% or $18,365 at 6%; with 50% employer match about $18,365 at 4% or $12,244 at 6%; with 100% employer match about $13,774 at 4% or $9,183 at 6%.
O'Brien & Gere Fringe & Welfare Benefits Plan-530---
20093914$68,137,520$6,179,031$6,760iApproximate average salary by contribution assumption: employee only about $169,011 at 4% or $112,674 at 6%; with 50% employer match about $112,674 at 4% or $75,116 at 6%; with 100% employer match about $84,505 at 4% or $56,337 at 6%.
O'Brien & Gere Incentive Savings and Retirement Plan-914$64,943,722$5,879,031$6,432iApproximate average salary by contribution assumption: employee only about $160,805 at 4% or $107,203 at 6%; with 50% employer match about $107,203 at 4% or $71,469 at 6%; with 100% employer match about $80,403 at 4% or $53,602 at 6%.
O'BRIEN & GERE EMPLOYEE STOCK OWNERSHIP PLAN-690$3,193,798$300,000$435iApproximate average salary by contribution assumption: employee only about $10,870 at 4% or $7,246 at 6%; with 50% employer match about $7,246 at 4% or $4,831 at 6%; with 100% employer match about $5,435 at 4% or $3,623 at 6%.
O'Brien & Gere Fringe & Welfare Benefits Plan-557---
20083940$56,334,693$6,379,263$6,786iApproximate average salary by contribution assumption: employee only about $169,661 at 4% or $113,108 at 6%; with 50% employer match about $113,108 at 4% or $75,405 at 6%; with 100% employer match about $84,831 at 4% or $56,554 at 6%.
O'Brien & Gere Incentive Savings and Retirement Plan-940$53,110,186$6,379,263$6,786iApproximate average salary by contribution assumption: employee only about $169,661 at 4% or $113,108 at 6%; with 50% employer match about $113,108 at 4% or $75,405 at 6%; with 100% employer match about $84,831 at 4% or $56,554 at 6%.
0BRIEN & GERE EMPLOYEE STOCK OWNERSHIP PLAN-746$3,224,507--
O'Brien & Gere Fringe & Welfare Benefits Plan-598---
20073871$68,571,851$6,596,158$7,573iApproximate average salary by contribution assumption: employee only about $189,327 at 4% or $126,218 at 6%; with 50% employer match about $126,218 at 4% or $84,145 at 6%; with 100% employer match about $94,664 at 4% or $63,109 at 6%.
O'Brien & Gere Incentive Savings and Retirement Plan-871$65,328,370$6,096,158$6,999iApproximate average salary by contribution assumption: employee only about $174,976 at 4% or $116,651 at 6%; with 50% employer match about $116,651 at 4% or $77,767 at 6%; with 100% employer match about $87,488 at 4% or $58,325 at 6%.
OBRIEN & GERE EMPLOYEE STOCK OWNERSHIP PLAN-710$3,243,481$500,000$704iApproximate average salary by contribution assumption: employee only about $17,606 at 4% or $11,737 at 6%; with 50% employer match about $11,737 at 4% or $7,825 at 6%; with 100% employer match about $8,803 at 4% or $5,869 at 6%.
O'Brien & Gere Fringe & Welfare Benefits Plan-572---
20063821$62,600,680$5,145,606$6,267iApproximate average salary by contribution assumption: employee only about $156,687 at 4% or $104,458 at 6%; with 50% employer match about $104,458 at 4% or $69,639 at 6%; with 100% employer match about $78,344 at 4% or $52,229 at 6%.
O'Brien & Gere Incentive Savings and Retirement Plan-718$59,696,497$5,145,606$7,167iApproximate average salary by contribution assumption: employee only about $179,165 at 4% or $119,443 at 6%; with 50% employer match about $119,443 at 4% or $79,629 at 6%; with 100% employer match about $89,582 at 4% or $59,722 at 6%.
OBRIEN & GERE EMPLOYEE STOCK OWNERSHIP PLAN-821$2,904,183--
O'Brien & Gere Fringe & Welfare Benefits Plan-538---
20053774$55,505,822$4,673,013$6,037iApproximate average salary by contribution assumption: employee only about $150,937 at 4% or $100,625 at 6%; with 50% employer match about $100,625 at 4% or $67,083 at 6%; with 100% employer match about $75,469 at 4% or $50,312 at 6%.
O'Brien & Gere Incentive Savings and Retirement Plan-553$52,675,020$4,673,013$8,450iApproximate average salary by contribution assumption: employee only about $211,257 at 4% or $140,838 at 6%; with 50% employer match about $140,838 at 4% or $93,892 at 6%; with 100% employer match about $105,629 at 4% or $70,419 at 6%.
OBRIEN & GERE EMPLOYEE STOCK OWNERSHIP PLAN-774$2,830,802--
O'Brien & Gere Fringe & Welfare Benefits Plan-495---
20043799$48,130,980$4,077,005$5,103iApproximate average salary by contribution assumption: employee only about $127,566 at 4% or $85,044 at 6%; with 50% employer match about $85,044 at 4% or $56,696 at 6%; with 100% employer match about $63,783 at 4% or $42,522 at 6%.
O'Brien & Gere Incentive Savings and Retirement Plan-563$45,654,805$4,077,005$7,242iApproximate average salary by contribution assumption: employee only about $181,039 at 4% or $120,693 at 6%; with 50% employer match about $120,693 at 4% or $80,462 at 6%; with 100% employer match about $90,520 at 4% or $60,346 at 6%.
OBRIEN & GERE EMPLOYEE STOCK OWNERSHIP PLAN-799$2,476,175--
O'Brien & Gere Fringe & Welfare Benefits Plan-510---
20033693$43,014,387$3,764,859$5,433iApproximate average salary by contribution assumption: employee only about $135,817 at 4% or $90,545 at 6%; with 50% employer match about $90,545 at 4% or $60,363 at 6%; with 100% employer match about $67,909 at 4% or $45,272 at 6%.
O'Brien & Gere Incentive Savings and Retirement Plan-557$40,576,102$3,764,859$6,759iApproximate average salary by contribution assumption: employee only about $168,979 at 4% or $112,653 at 6%; with 50% employer match about $112,653 at 4% or $75,102 at 6%; with 100% employer match about $84,490 at 4% or $56,326 at 6%.
OBRIEN & GERE EMPLOYEE STOCK OWNERSHIP PLAN-693$2,438,285--
O'Brien & Gere Fringe & Welfare Benefits Plan-580---
20023718$37,036,528$3,734,879$5,202iApproximate average salary by contribution assumption: employee only about $130,045 at 4% or $86,696 at 6%; with 50% employer match about $86,696 at 4% or $57,798 at 6%; with 100% employer match about $65,022 at 4% or $43,348 at 6%.
O'Brien & Gere Incentive Savings and Retirement Plan-603$34,673,896$3,734,879$6,194iApproximate average salary by contribution assumption: employee only about $154,846 at 4% or $103,230 at 6%; with 50% employer match about $103,230 at 4% or $68,820 at 6%; with 100% employer match about $77,423 at 4% or $51,615 at 6%.
OBRIEN & GERE EMPLOYEE STOCK OWNERSHIP PLAN-718$2,362,632--
O'Brien & Gere Fringe & Welfare Benefits Plan-584---
20013794$39,025,513$3,906,913$4,921iApproximate average salary by contribution assumption: employee only about $123,014 at 4% or $82,009 at 6%; with 50% employer match about $82,009 at 4% or $54,673 at 6%; with 100% employer match about $61,507 at 4% or $41,005 at 6%.
O'Brien & Gere Incentive Savings and Retirement Plan-794$36,853,003$3,906,913$4,921iApproximate average salary by contribution assumption: employee only about $123,014 at 4% or $82,009 at 6%; with 50% employer match about $82,009 at 4% or $54,673 at 6%; with 100% employer match about $61,507 at 4% or $41,005 at 6%.
O BRIEN & GERE EMPLOYEE STOCK OWNERSHIP PLAN-728$2,172,510--
O'Brien & Gere Fringe & Welfare Benefits Plan-604---
20003834$42,392,615$3,998,864$4,795iApproximate average salary by contribution assumption: employee only about $119,870 at 4% or $79,913 at 6%; with 50% employer match about $79,913 at 4% or $53,276 at 6%; with 100% employer match about $59,935 at 4% or $39,957 at 6%.
O'Brien & Gere Incentive Savings and Retirement Plan-834$39,831,707$3,998,864$4,795iApproximate average salary by contribution assumption: employee only about $119,870 at 4% or $79,913 at 6%; with 50% employer match about $79,913 at 4% or $53,276 at 6%; with 100% employer match about $59,935 at 4% or $39,957 at 6%.
OBRIEN & GERE EMPLOYEE STOCK OWNERSHIP PLAN-664$2,560,908--
O'Brien & Gere Fringe & Welfare Benefits Plan-646---