Civic Intelligence

Occhiuti & Rohlicek LLP

Plan context: O & R 401(K) Retirement Plan

EIN 20-8377011 • Boston, MA • 28 filings • 5 plans

50 Congress Street, Suite 1000Boston, MA 02109
Current Snapshot

Latest Year

2024

2024 Participants

20

2024 Assets

$5,830,192

2024 Contributions

$269,175

Historical Graphs

Total Assets Over Time

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

$10,570,250$5,285,125$0200820162024YearValue
$5,830,192Latest year 2024

Participants Over Time

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

38190200720162024YearValue
20Latest 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
2024120$5,830,192$269,175$13,459iApproximate average salary by contribution assumption: employee only about $336,469 at 4% or $224,313 at 6%; with 50% employer match about $224,313 at 4% or $149,542 at 6%; with 100% employer match about $168,234 at 4% or $112,156 at 6%.
O & R 401(K) Retirement Plan-20$5,830,192$269,175$13,459iApproximate average salary by contribution assumption: employee only about $336,469 at 4% or $224,313 at 6%; with 50% employer match about $224,313 at 4% or $149,542 at 6%; with 100% employer match about $168,234 at 4% or $112,156 at 6%.
2023137$5,019,919$261,693$7,073iApproximate average salary by contribution assumption: employee only about $176,820 at 4% or $117,880 at 6%; with 50% employer match about $117,880 at 4% or $78,586 at 6%; with 100% employer match about $88,410 at 4% or $58,940 at 6%.
O & R 401(K) Retirement Plan-37$5,019,919$261,693$7,073iApproximate average salary by contribution assumption: employee only about $176,820 at 4% or $117,880 at 6%; with 50% employer match about $117,880 at 4% or $78,586 at 6%; with 100% employer match about $88,410 at 4% or $58,940 at 6%.
2022238$4,064,016$1,202,412$31,642iApproximate average salary by contribution assumption: employee only about $791,061 at 4% or $527,374 at 6%; with 50% employer match about $527,374 at 4% or $351,582 at 6%; with 100% employer match about $395,530 at 4% or $263,687 at 6%.
O & R 401(K) Retirement Plan-38$4,064,016$282,412$7,432iApproximate average salary by contribution assumption: employee only about $185,797 at 4% or $123,865 at 6%; with 50% employer match about $123,865 at 4% or $82,577 at 6%; with 100% employer match about $92,899 at 4% or $61,932 at 6%.
Occhiuti & Rohlicek LLP Defined Benefit Pension Plan-0$0$920,000-
2021235$10,570,250$776,244$22,178iApproximate average salary by contribution assumption: employee only about $554,460 at 4% or $369,640 at 6%; with 50% employer match about $369,640 at 4% or $246,427 at 6%; with 100% employer match about $277,230 at 4% or $184,820 at 6%.
Occhiuti & Rohlicek LLP Defined Benefit Pension Plan-11$5,763,569$500,000$45,455iApproximate average salary by contribution assumption: employee only about $1,136,364 at 4% or $757,576 at 6%; with 50% employer match about $757,576 at 4% or $505,051 at 6%; with 100% employer match about $568,182 at 4% or $378,788 at 6%.
O & R 401(K) Retirement Plan-35$4,806,681$276,244$7,893iApproximate average salary by contribution assumption: employee only about $197,317 at 4% or $131,545 at 6%; with 50% employer match about $131,545 at 4% or $87,697 at 6%; with 100% employer match about $98,659 at 4% or $65,772 at 6%.
2020236$8,936,159$566,207$15,728iApproximate average salary by contribution assumption: employee only about $393,199 at 4% or $262,133 at 6%; with 50% employer match about $262,133 at 4% or $174,755 at 6%; with 100% employer match about $196,600 at 4% or $131,066 at 6%.
Occhiuti & Rohlicek LLP Defined Benefit Pension Plan-11$4,793,129$300,000$27,273iApproximate average salary by contribution assumption: employee only about $681,818 at 4% or $454,545 at 6%; with 50% employer match about $454,545 at 4% or $303,030 at 6%; with 100% employer match about $340,909 at 4% or $227,273 at 6%.
O & R 401(K) Retirement Plan-36$4,143,030$266,207$7,395iApproximate average salary by contribution assumption: employee only about $184,866 at 4% or $123,244 at 6%; with 50% employer match about $123,244 at 4% or $82,163 at 6%; with 100% employer match about $92,433 at 4% or $61,622 at 6%.
2019225$7,578,150$685,666$27,427iApproximate average salary by contribution assumption: employee only about $685,666 at 4% or $457,111 at 6%; with 50% employer match about $457,111 at 4% or $304,740 at 6%; with 100% employer match about $342,833 at 4% or $228,555 at 6%.
Occhiuti & Rohlicek LLP Defined Benefit Pension Plan-14$4,111,279$350,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
O & R 401(K) Retirement Plan-25$3,466,871$335,666$13,427iApproximate average salary by contribution assumption: employee only about $335,666 at 4% or $223,777 at 6%; with 50% employer match about $223,777 at 4% or $149,185 at 6%; with 100% employer match about $167,833 at 4% or $111,889 at 6%.
2018235$5,843,577$804,888$22,997iApproximate average salary by contribution assumption: employee only about $574,920 at 4% or $383,280 at 6%; with 50% employer match about $383,280 at 4% or $255,520 at 6%; with 100% employer match about $287,460 at 4% or $191,640 at 6%.
Occhiuti & Rohlicek LLP Defined Benefit Pension Plan-16$3,269,988$500,000$31,250iApproximate average salary by contribution assumption: employee only about $781,250 at 4% or $520,833 at 6%; with 50% employer match about $520,833 at 4% or $347,222 at 6%; with 100% employer match about $390,625 at 4% or $260,417 at 6%.
O & R 401(K) Retirement Plan-35$2,573,589$304,888$8,711iApproximate average salary by contribution assumption: employee only about $217,777 at 4% or $145,185 at 6%; with 50% employer match about $145,185 at 4% or $96,790 at 6%; with 100% employer match about $108,889 at 4% or $72,592 at 6%.
2017233$5,437,086$580,450$17,589iApproximate average salary by contribution assumption: employee only about $439,735 at 4% or $293,157 at 6%; with 50% employer match about $293,157 at 4% or $195,438 at 6%; with 100% employer match about $219,867 at 4% or $146,578 at 6%.
Occhiuti & Rohlicek LLP Defined Benefit Pension Plan-33$2,935,362$420,000$12,727iApproximate average salary by contribution assumption: employee only about $318,182 at 4% or $212,121 at 6%; with 50% employer match about $212,121 at 4% or $141,414 at 6%; with 100% employer match about $159,091 at 4% or $106,061 at 6%.
O & R 401(K) Retirement Plan-30$2,501,724$160,450$5,348iApproximate average salary by contribution assumption: employee only about $133,708 at 4% or $89,139 at 6%; with 50% employer match about $89,139 at 4% or $59,426 at 6%; with 100% employer match about $66,854 at 4% or $44,569 at 6%.
2016235$4,160,409$785,510$22,443iApproximate average salary by contribution assumption: employee only about $561,079 at 4% or $374,052 at 6%; with 50% employer match about $374,052 at 4% or $249,368 at 6%; with 100% employer match about $280,539 at 4% or $187,026 at 6%.
O & R 401(K) Retirement Plan-35$2,098,079$285,510$8,157iApproximate average salary by contribution assumption: employee only about $203,936 at 4% or $135,957 at 6%; with 50% employer match about $135,957 at 4% or $90,638 at 6%; with 100% employer match about $101,968 at 4% or $67,979 at 6%.
Occhiuti & Rohlicek LLP Defined Benefit Pension Plan-35$2,062,330$500,000$14,286iApproximate average salary by contribution assumption: employee only about $357,143 at 4% or $238,095 at 6%; with 50% employer match about $238,095 at 4% or $158,730 at 6%; with 100% employer match about $178,571 at 4% or $119,048 at 6%.
2015231$3,208,243$840,250$27,105iApproximate average salary by contribution assumption: employee only about $677,621 at 4% or $451,747 at 6%; with 50% employer match about $451,747 at 4% or $301,165 at 6%; with 100% employer match about $338,810 at 4% or $225,874 at 6%.
O & R 401(K) Retirement Plan-31$1,734,140$340,250$10,976iApproximate average salary by contribution assumption: employee only about $274,395 at 4% or $182,930 at 6%; with 50% employer match about $182,930 at 4% or $121,953 at 6%; with 100% employer match about $137,198 at 4% or $91,465 at 6%.
Occhiuti & Rohlicek LLP Defined Benefit Pension Plan-31$1,474,103$500,000$16,129iApproximate average salary by contribution assumption: employee only about $403,226 at 4% or $268,817 at 6%; with 50% employer match about $268,817 at 4% or $179,211 at 6%; with 100% employer match about $201,613 at 4% or $134,409 at 6%.
2014234$2,893,502$1,266,942$37,263iApproximate average salary by contribution assumption: employee only about $931,575 at 4% or $621,050 at 6%; with 50% employer match about $621,050 at 4% or $414,033 at 6%; with 100% employer match about $465,788 at 4% or $310,525 at 6%.
O & R 401(K) Retirement Plan-34$1,874,835$766,942$22,557iApproximate average salary by contribution assumption: employee only about $563,928 at 4% or $375,952 at 6%; with 50% employer match about $375,952 at 4% or $250,635 at 6%; with 100% employer match about $281,964 at 4% or $187,976 at 6%.
Occhiuti & Rohlicek LLP Defined Benefit Pension Plan-34$1,018,667$500,000$14,706iApproximate average salary by contribution assumption: employee only about $367,647 at 4% or $245,098 at 6%; with 50% employer match about $245,098 at 4% or $163,399 at 6%; with 100% employer match about $183,824 at 4% or $122,549 at 6%.
2013223$1,479,073$679,830$29,558iApproximate average salary by contribution assumption: employee only about $738,946 at 4% or $492,630 at 6%; with 50% employer match about $492,630 at 4% or $328,420 at 6%; with 100% employer match about $369,473 at 4% or $246,315 at 6%.
O & R 401(K) Retirement Plan-21$979,073$179,830$8,563iApproximate average salary by contribution assumption: employee only about $214,083 at 4% or $142,722 at 6%; with 50% employer match about $142,722 at 4% or $95,148 at 6%; with 100% employer match about $107,042 at 4% or $71,361 at 6%.
Occhiuti & Rohlicek LLP Defined Benefit Pension Plan-23$500,000$500,000$21,739iApproximate average salary by contribution assumption: employee only about $543,478 at 4% or $362,319 at 6%; with 50% employer match about $362,319 at 4% or $241,546 at 6%; with 100% employer match about $271,739 at 4% or $181,159 at 6%.
2012117$793,263$190,287$11,193iApproximate average salary by contribution assumption: employee only about $279,834 at 4% or $186,556 at 6%; with 50% employer match about $186,556 at 4% or $124,371 at 6%; with 100% employer match about $139,917 at 4% or $93,278 at 6%.
O & R 401(K) Retirement Plan-17$793,263$190,287$11,193iApproximate average salary by contribution assumption: employee only about $279,834 at 4% or $186,556 at 6%; with 50% employer match about $186,556 at 4% or $124,371 at 6%; with 100% employer match about $139,917 at 4% or $93,278 at 6%.
2011119$738,766$229,087$12,057iApproximate average salary by contribution assumption: employee only about $301,430 at 4% or $200,954 at 6%; with 50% employer match about $200,954 at 4% or $133,969 at 6%; with 100% employer match about $150,715 at 4% or $100,477 at 6%.
O & R 401(K) Retirement Plan-19$738,766$229,087$12,057iApproximate average salary by contribution assumption: employee only about $301,430 at 4% or $200,954 at 6%; with 50% employer match about $200,954 at 4% or $133,969 at 6%; with 100% employer match about $150,715 at 4% or $100,477 at 6%.
2010116$619,641$309,702$19,356iApproximate average salary by contribution assumption: employee only about $483,909 at 4% or $322,606 at 6%; with 50% employer match about $322,606 at 4% or $215,071 at 6%; with 100% employer match about $241,955 at 4% or $161,303 at 6%.
O & R 401(K) Retirement Plan-16$619,641$309,702$19,356iApproximate average salary by contribution assumption: employee only about $483,909 at 4% or $322,606 at 6%; with 50% employer match about $322,606 at 4% or $215,071 at 6%; with 100% employer match about $241,955 at 4% or $161,303 at 6%.
2009124$394,932$179,959$7,498iApproximate average salary by contribution assumption: employee only about $187,457 at 4% or $124,972 at 6%; with 50% employer match about $124,972 at 4% or $83,314 at 6%; with 100% employer match about $93,729 at 4% or $62,486 at 6%.
O & R 401(K) Retirement Plan-24$394,932$179,959$7,498iApproximate average salary by contribution assumption: employee only about $187,457 at 4% or $124,972 at 6%; with 50% employer match about $124,972 at 4% or $83,314 at 6%; with 100% employer match about $93,729 at 4% or $62,486 at 6%.
2008119$305,492$389,748$20,513iApproximate average salary by contribution assumption: employee only about $512,826 at 4% or $341,884 at 6%; with 50% employer match about $341,884 at 4% or $227,923 at 6%; with 100% employer match about $256,413 at 4% or $170,942 at 6%.
O & R 401(K) Retirement Plan-19$305,492$389,748$20,513iApproximate average salary by contribution assumption: employee only about $512,826 at 4% or $341,884 at 6%; with 50% employer match about $341,884 at 4% or $227,923 at 6%; with 100% employer match about $256,413 at 4% or $170,942 at 6%.
2007122$0$0-
O & R 401(K) Retirement Plan-22---