Civic Intelligence

Oak Lodge Holdings Inc.

Plan context: Oak Lodge Holdings 401(K) Plan

EIN 23-3048617 • West Chester, PA • 14 filings • 4 plans

1540 Mcdaniel DrWest Chester, PA 19380-7035
Current Snapshot

Latest Year

2025

2025 Participants

35

2025 Assets

$1,244,328

2025 Contributions

$221,272

Historical Graphs

Total Assets Over Time

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

$1,244,328$622,164$0200620202025YearValue
$1,244,328Latest year 2025

Participants Over Time

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

41210200620192025YearValue
35Latest year 2025

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
2025135$1,244,328$221,272$6,322iApproximate average salary by contribution assumption: employee only about $158,051 at 4% or $105,368 at 6%; with 50% employer match about $105,368 at 4% or $70,245 at 6%; with 100% employer match about $79,026 at 4% or $52,684 at 6%.
Oak Lodge Holdings 401(K) Plan-35$1,244,328$221,272$6,322iApproximate average salary by contribution assumption: employee only about $158,051 at 4% or $105,368 at 6%; with 50% employer match about $105,368 at 4% or $70,245 at 6%; with 100% employer match about $79,026 at 4% or $52,684 at 6%.
2024141$1,167,163$221,026$5,391iApproximate average salary by contribution assumption: employee only about $134,772 at 4% or $89,848 at 6%; with 50% employer match about $89,848 at 4% or $59,899 at 6%; with 100% employer match about $67,386 at 4% or $44,924 at 6%.
Oak Lodge Holdings 401(K) Plan-41$1,167,163$221,026$5,391iApproximate average salary by contribution assumption: employee only about $134,772 at 4% or $89,848 at 6%; with 50% employer match about $89,848 at 4% or $59,899 at 6%; with 100% employer match about $67,386 at 4% or $44,924 at 6%.
2023141$967,497$221,151$5,394iApproximate average salary by contribution assumption: employee only about $134,848 at 4% or $89,899 at 6%; with 50% employer match about $89,899 at 4% or $59,933 at 6%; with 100% employer match about $67,424 at 4% or $44,949 at 6%.
Oak Lodge Holdings 401(K) Plan-41$967,497$221,151$5,394iApproximate average salary by contribution assumption: employee only about $134,848 at 4% or $89,899 at 6%; with 50% employer match about $89,899 at 4% or $59,933 at 6%; with 100% employer match about $67,424 at 4% or $44,949 at 6%.
2022138$670,889$147,897$3,892iApproximate average salary by contribution assumption: employee only about $97,301 at 4% or $64,867 at 6%; with 50% employer match about $64,867 at 4% or $43,245 at 6%; with 100% employer match about $48,650 at 4% or $32,434 at 6%.
Oak Lodge Holdings 401(K) Plan-38$670,889$147,897$3,892iApproximate average salary by contribution assumption: employee only about $97,301 at 4% or $64,867 at 6%; with 50% employer match about $64,867 at 4% or $43,245 at 6%; with 100% employer match about $48,650 at 4% or $32,434 at 6%.
2021129$660,728$139,039$4,794iApproximate average salary by contribution assumption: employee only about $119,861 at 4% or $79,907 at 6%; with 50% employer match about $79,907 at 4% or $53,272 at 6%; with 100% employer match about $59,931 at 4% or $39,954 at 6%.
Oak Lodge Holdings 401(K) Plan-29$660,728$139,039$4,794iApproximate average salary by contribution assumption: employee only about $119,861 at 4% or $79,907 at 6%; with 50% employer match about $79,907 at 4% or $53,272 at 6%; with 100% employer match about $59,931 at 4% or $39,954 at 6%.
2020127$522,711$170,476$6,314iApproximate average salary by contribution assumption: employee only about $157,848 at 4% or $105,232 at 6%; with 50% employer match about $105,232 at 4% or $70,155 at 6%; with 100% employer match about $78,924 at 4% or $52,616 at 6%.
Oak Lodge Holdings 401(K) Plan-27$522,711$170,476$6,314iApproximate average salary by contribution assumption: employee only about $157,848 at 4% or $105,232 at 6%; with 50% employer match about $105,232 at 4% or $70,155 at 6%; with 100% employer match about $78,924 at 4% or $52,616 at 6%.
2019124$307,194$126,181$5,258iApproximate average salary by contribution assumption: employee only about $131,439 at 4% or $87,626 at 6%; with 50% employer match about $87,626 at 4% or $58,417 at 6%; with 100% employer match about $65,719 at 4% or $43,813 at 6%.
Oak Lodge Holdings 401(K) Plan-24$307,194$126,181$5,258iApproximate average salary by contribution assumption: employee only about $131,439 at 4% or $87,626 at 6%; with 50% employer match about $87,626 at 4% or $58,417 at 6%; with 100% employer match about $65,719 at 4% or $43,813 at 6%.
2018123$146,054$116,749$5,076iApproximate average salary by contribution assumption: employee only about $126,901 at 4% or $84,601 at 6%; with 50% employer match about $84,601 at 4% or $56,400 at 6%; with 100% employer match about $63,451 at 4% or $42,300 at 6%.
Oak Lodge Holdings 401(K) Plan-23$146,054$116,749$5,076iApproximate average salary by contribution assumption: employee only about $126,901 at 4% or $84,601 at 6%; with 50% employer match about $84,601 at 4% or $56,400 at 6%; with 100% employer match about $63,451 at 4% or $42,300 at 6%.
2017125$66,267$63,757$2,550iApproximate average salary by contribution assumption: employee only about $63,757 at 4% or $42,505 at 6%; with 50% employer match about $42,505 at 4% or $28,336 at 6%; with 100% employer match about $31,879 at 4% or $21,252 at 6%.
Oak Lodge Holdings 401(K) Plan-25$66,267$63,757$2,550iApproximate average salary by contribution assumption: employee only about $63,757 at 4% or $42,505 at 6%; with 50% employer match about $42,505 at 4% or $28,336 at 6%; with 100% employer match about $31,879 at 4% or $21,252 at 6%.
201010$0$981-
Oak Lodge Holdings 401(K) Plan-0$0$981-
200919$65,831$10,202$1,134iApproximate average salary by contribution assumption: employee only about $28,339 at 4% or $18,893 at 6%; with 50% employer match about $18,893 at 4% or $12,595 at 6%; with 100% employer match about $14,169 at 4% or $9,446 at 6%.
Oak Lodge Holdings 401(K) Plan-9$65,831$10,202$1,134iApproximate average salary by contribution assumption: employee only about $28,339 at 4% or $18,893 at 6%; with 50% employer match about $18,893 at 4% or $12,595 at 6%; with 100% employer match about $14,169 at 4% or $9,446 at 6%.
2008117$47,344$18,962$1,115iApproximate average salary by contribution assumption: employee only about $27,885 at 4% or $18,590 at 6%; with 50% employer match about $18,590 at 4% or $12,393 at 6%; with 100% employer match about $13,943 at 4% or $9,295 at 6%.
Oak Lodge Holdings 401(K) Plan-17$47,344$18,962$1,115iApproximate average salary by contribution assumption: employee only about $27,885 at 4% or $18,590 at 6%; with 50% employer match about $18,590 at 4% or $12,393 at 6%; with 100% employer match about $13,943 at 4% or $9,295 at 6%.
2007120$0$0-
Oak Lodge Holdings 401(K) Plan-20---
2006111$66,122$41,669$3,788iApproximate average salary by contribution assumption: employee only about $94,702 at 4% or $63,135 at 6%; with 50% employer match about $63,135 at 4% or $42,090 at 6%; with 100% employer match about $47,351 at 4% or $31,567 at 6%.
Oak Lodge Holdings 401(K) Plan-11$66,122$41,669$3,788iApproximate average salary by contribution assumption: employee only about $94,702 at 4% or $63,135 at 6%; with 50% employer match about $63,135 at 4% or $42,090 at 6%; with 100% employer match about $47,351 at 4% or $31,567 at 6%.