Oakview Capital Management LP
Plan context: Oakview Capital Management LP 401(K) Plan
EIN 26-1237335 • Dallas, TX • 13 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$741,126
2025 Contributions
$2,494
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 0 | $0 | $2,494 | - |
| Oakview Capital Management LP 401(K) Plan | - | 0 | $0 | $2,494 | - |
| 2024 | 1 | 3 | $741,126 | $41,118 | $13,706iApproximate average salary by contribution assumption: employee only about $342,650 at 4% or $228,433 at 6%; with 50% employer match about $228,433 at 4% or $152,289 at 6%; with 100% employer match about $171,325 at 4% or $114,217 at 6%. |
| Oakview Capital Management LP 401(K) Plan | - | 3 | $741,126 | $41,118 | $13,706iApproximate average salary by contribution assumption: employee only about $342,650 at 4% or $228,433 at 6%; with 50% employer match about $228,433 at 4% or $152,289 at 6%; with 100% employer match about $171,325 at 4% or $114,217 at 6%. |
| 2023 | 1 | 7 | $1,517,133 | $100,530 | $14,361iApproximate average salary by contribution assumption: employee only about $359,036 at 4% or $239,357 at 6%; with 50% employer match about $239,357 at 4% or $159,571 at 6%; with 100% employer match about $179,518 at 4% or $119,679 at 6%. |
| Oakview Capital Management LP 401(K) Plan | - | 7 | $1,517,133 | $100,530 | $14,361iApproximate average salary by contribution assumption: employee only about $359,036 at 4% or $239,357 at 6%; with 50% employer match about $239,357 at 4% or $159,571 at 6%; with 100% employer match about $179,518 at 4% or $119,679 at 6%. |
| 2022 | 1 | 7 | $1,221,196 | $91,530 | $13,076iApproximate average salary by contribution assumption: employee only about $326,893 at 4% or $217,929 at 6%; with 50% employer match about $217,929 at 4% or $145,286 at 6%; with 100% employer match about $163,446 at 4% or $108,964 at 6%. |
| Oakview Capital Management LP 401(K) Plan | - | 7 | $1,221,196 | $91,530 | $13,076iApproximate average salary by contribution assumption: employee only about $326,893 at 4% or $217,929 at 6%; with 50% employer match about $217,929 at 4% or $145,286 at 6%; with 100% employer match about $163,446 at 4% or $108,964 at 6%. |
| 2021 | 1 | 8 | $1,363,164 | $118,589 | $14,824iApproximate average salary by contribution assumption: employee only about $370,591 at 4% or $247,060 at 6%; with 50% employer match about $247,060 at 4% or $164,707 at 6%; with 100% employer match about $185,295 at 4% or $123,530 at 6%. |
| Oakview Capital Management LP 401(K) Plan | - | 8 | $1,363,164 | $118,589 | $14,824iApproximate average salary by contribution assumption: employee only about $370,591 at 4% or $247,060 at 6%; with 50% employer match about $247,060 at 4% or $164,707 at 6%; with 100% employer match about $185,295 at 4% or $123,530 at 6%. |
| 2020 | 1 | 8 | $997,746 | $109,570 | $13,696iApproximate average salary by contribution assumption: employee only about $342,406 at 4% or $228,271 at 6%; with 50% employer match about $228,271 at 4% or $152,181 at 6%; with 100% employer match about $171,203 at 4% or $114,135 at 6%. |
| Oakview Capital Management LP 401(K) Plan | - | 8 | $997,746 | $109,570 | $13,696iApproximate average salary by contribution assumption: employee only about $342,406 at 4% or $228,271 at 6%; with 50% employer match about $228,271 at 4% or $152,181 at 6%; with 100% employer match about $171,203 at 4% or $114,135 at 6%. |
| 2019 | 1 | 7 | $793,524 | $105,734 | $15,105iApproximate average salary by contribution assumption: employee only about $377,621 at 4% or $251,748 at 6%; with 50% employer match about $251,748 at 4% or $167,832 at 6%; with 100% employer match about $188,811 at 4% or $125,874 at 6%. |
| Oakview Capital Management LP 401(K) Plan | - | 7 | $793,524 | $105,734 | $15,105iApproximate average salary by contribution assumption: employee only about $377,621 at 4% or $251,748 at 6%; with 50% employer match about $251,748 at 4% or $167,832 at 6%; with 100% employer match about $188,811 at 4% or $125,874 at 6%. |
| 2018 | 1 | 7 | $692,998 | $178,843 | $25,549iApproximate average salary by contribution assumption: employee only about $638,725 at 4% or $425,817 at 6%; with 50% employer match about $425,817 at 4% or $283,878 at 6%; with 100% employer match about $319,363 at 4% or $212,908 at 6%. |
| Oakview Capital Management LP 401(K) Plan | - | 7 | $692,998 | $178,843 | $25,549iApproximate average salary by contribution assumption: employee only about $638,725 at 4% or $425,817 at 6%; with 50% employer match about $425,817 at 4% or $283,878 at 6%; with 100% employer match about $319,363 at 4% or $212,908 at 6%. |
| 2017 | 1 | 8 | $812,929 | $101,739 | $12,717iApproximate average salary by contribution assumption: employee only about $317,934 at 4% or $211,956 at 6%; with 50% employer match about $211,956 at 4% or $141,304 at 6%; with 100% employer match about $158,967 at 4% or $105,978 at 6%. |
| Oakview Capital Management LP 401(K) Plan | - | 8 | $812,929 | $101,739 | $12,717iApproximate average salary by contribution assumption: employee only about $317,934 at 4% or $211,956 at 6%; with 50% employer match about $211,956 at 4% or $141,304 at 6%; with 100% employer match about $158,967 at 4% or $105,978 at 6%. |
| 2016 | 1 | 8 | $639,493 | $78,794 | $9,849iApproximate average salary by contribution assumption: employee only about $246,231 at 4% or $164,154 at 6%; with 50% employer match about $164,154 at 4% or $109,436 at 6%; with 100% employer match about $123,116 at 4% or $82,077 at 6%. |
| Oakview Capital Management LP 401(K) Plan | - | 8 | $639,493 | $78,794 | $9,849iApproximate average salary by contribution assumption: employee only about $246,231 at 4% or $164,154 at 6%; with 50% employer match about $164,154 at 4% or $109,436 at 6%; with 100% employer match about $123,116 at 4% or $82,077 at 6%. |
| 2015 | 1 | 7 | $463,531 | $67,076 | $9,582iApproximate average salary by contribution assumption: employee only about $239,557 at 4% or $159,705 at 6%; with 50% employer match about $159,705 at 4% or $106,470 at 6%; with 100% employer match about $119,779 at 4% or $79,852 at 6%. |
| Oakview Capital Management LP 401(K) Plan | - | 7 | $463,531 | $67,076 | $9,582iApproximate average salary by contribution assumption: employee only about $239,557 at 4% or $159,705 at 6%; with 50% employer match about $159,705 at 4% or $106,470 at 6%; with 100% employer match about $119,779 at 4% or $79,852 at 6%. |
| 2014 | 1 | 4 | $423,523 | $74,843 | $18,711iApproximate average salary by contribution assumption: employee only about $467,769 at 4% or $311,846 at 6%; with 50% employer match about $311,846 at 4% or $207,897 at 6%; with 100% employer match about $233,884 at 4% or $155,923 at 6%. |
| Oakview Capital Management LP 401(K) Plan | - | 4 | $423,523 | $74,843 | $18,711iApproximate average salary by contribution assumption: employee only about $467,769 at 4% or $311,846 at 6%; with 50% employer match about $311,846 at 4% or $207,897 at 6%; with 100% employer match about $233,884 at 4% or $155,923 at 6%. |
| 2013 | 1 | 4 | $344,290 | $322,975 | $80,744iApproximate average salary by contribution assumption: employee only about $2,018,594 at 4% or $1,345,729 at 6%; with 50% employer match about $1,345,729 at 4% or $897,153 at 6%; with 100% employer match about $1,009,297 at 4% or $672,865 at 6%. |
| Oakview Capital Management LP 401(K) Plan | - | 4 | $344,290 | $322,975 | $80,744iApproximate average salary by contribution assumption: employee only about $2,018,594 at 4% or $1,345,729 at 6%; with 50% employer match about $1,345,729 at 4% or $897,153 at 6%; with 100% employer match about $1,009,297 at 4% or $672,865 at 6%. |