Civic Intelligence

Trustees of the Ocu Pension Trust

Plan context: Ocu Pension Trust

EIN 26-1574440 • 17 filings • 1 plans

Current Snapshot

Latest Year

2024

2024 Participants

538

2024 Assets

$273,165,775

2024 Contributions

$27,257,926

Historical Graphs

Total Assets Over Time

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

$273,165,775$136,582,888$0200820162024YearValue
$273,165,775Latest year 2024

Participants Over Time

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

5812910200820162024YearValue
538Latest 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
20241538$273,165,775$27,257,926$50,665iApproximate average salary by contribution assumption: employee only about $1,266,632 at 4% or $844,421 at 6%; with 50% employer match about $844,421 at 4% or $562,948 at 6%; with 100% employer match about $633,316 at 4% or $422,211 at 6%.
Ocu Pension Trust-538$273,165,775$27,257,926$50,665iApproximate average salary by contribution assumption: employee only about $1,266,632 at 4% or $844,421 at 6%; with 50% employer match about $844,421 at 4% or $562,948 at 6%; with 100% employer match about $633,316 at 4% or $422,211 at 6%.
20231542$248,104,103$16,894,689$31,171iApproximate average salary by contribution assumption: employee only about $779,275 at 4% or $519,517 at 6%; with 50% employer match about $519,517 at 4% or $346,345 at 6%; with 100% employer match about $389,638 at 4% or $259,758 at 6%.
Ocu Pension Trust-542$248,104,103$16,894,689$31,171iApproximate average salary by contribution assumption: employee only about $779,275 at 4% or $519,517 at 6%; with 50% employer match about $519,517 at 4% or $346,345 at 6%; with 100% employer match about $389,638 at 4% or $259,758 at 6%.
20221538$212,929,914$15,757,812$29,290iApproximate average salary by contribution assumption: employee only about $732,240 at 4% or $488,160 at 6%; with 50% employer match about $488,160 at 4% or $325,440 at 6%; with 100% employer match about $366,120 at 4% or $244,080 at 6%.
Ocu Pension Trust-538$212,929,914$15,757,812$29,290iApproximate average salary by contribution assumption: employee only about $732,240 at 4% or $488,160 at 6%; with 50% employer match about $488,160 at 4% or $325,440 at 6%; with 100% employer match about $366,120 at 4% or $244,080 at 6%.
20211547$240,016,597$14,671,033$26,821iApproximate average salary by contribution assumption: employee only about $670,523 at 4% or $447,015 at 6%; with 50% employer match about $447,015 at 4% or $298,010 at 6%; with 100% employer match about $335,261 at 4% or $223,508 at 6%.
Ocu Pension Trust-547$240,016,597$14,671,033$26,821iApproximate average salary by contribution assumption: employee only about $670,523 at 4% or $447,015 at 6%; with 50% employer match about $447,015 at 4% or $298,010 at 6%; with 100% employer match about $335,261 at 4% or $223,508 at 6%.
20201520$210,762,948$12,974,121$24,950iApproximate average salary by contribution assumption: employee only about $623,756 at 4% or $415,837 at 6%; with 50% employer match about $415,837 at 4% or $277,225 at 6%; with 100% employer match about $311,878 at 4% or $207,919 at 6%.
Ocu Pension Trust-520$210,762,948$12,974,121$24,950iApproximate average salary by contribution assumption: employee only about $623,756 at 4% or $415,837 at 6%; with 50% employer match about $415,837 at 4% or $277,225 at 6%; with 100% employer match about $311,878 at 4% or $207,919 at 6%.
20191515$189,501,403$12,233,966$23,755iApproximate average salary by contribution assumption: employee only about $593,882 at 4% or $395,921 at 6%; with 50% employer match about $395,921 at 4% or $263,947 at 6%; with 100% employer match about $296,941 at 4% or $197,961 at 6%.
Ocu Pension Trust-515$189,501,403$12,233,966$23,755iApproximate average salary by contribution assumption: employee only about $593,882 at 4% or $395,921 at 6%; with 50% employer match about $395,921 at 4% or $263,947 at 6%; with 100% employer match about $296,941 at 4% or $197,961 at 6%.
20181513$163,615,558$11,085,919$21,610iApproximate average salary by contribution assumption: employee only about $540,249 at 4% or $360,166 at 6%; with 50% employer match about $360,166 at 4% or $240,111 at 6%; with 100% employer match about $270,125 at 4% or $180,083 at 6%.
Ocu Pension Trust-513$163,615,558$11,085,919$21,610iApproximate average salary by contribution assumption: employee only about $540,249 at 4% or $360,166 at 6%; with 50% employer match about $360,166 at 4% or $240,111 at 6%; with 100% employer match about $270,125 at 4% or $180,083 at 6%.
20171528$173,018,596$11,343,945$21,485iApproximate average salary by contribution assumption: employee only about $537,119 at 4% or $358,079 at 6%; with 50% employer match about $358,079 at 4% or $238,719 at 6%; with 100% employer match about $268,559 at 4% or $179,040 at 6%.
Ocu Pension Trust-528$173,018,596$11,343,945$21,485iApproximate average salary by contribution assumption: employee only about $537,119 at 4% or $358,079 at 6%; with 50% employer match about $358,079 at 4% or $238,719 at 6%; with 100% employer match about $268,559 at 4% or $179,040 at 6%.
20161528$150,433,422$8,629,078$16,343iApproximate average salary by contribution assumption: employee only about $408,574 at 4% or $272,383 at 6%; with 50% employer match about $272,383 at 4% or $181,588 at 6%; with 100% employer match about $204,287 at 4% or $136,191 at 6%.
Ocu Pension Trust-528$150,433,422$8,629,078$16,343iApproximate average salary by contribution assumption: employee only about $408,574 at 4% or $272,383 at 6%; with 50% employer match about $272,383 at 4% or $181,588 at 6%; with 100% employer match about $204,287 at 4% or $136,191 at 6%.
20151528$139,912,623$11,341,472$21,480iApproximate average salary by contribution assumption: employee only about $537,002 at 4% or $358,001 at 6%; with 50% employer match about $358,001 at 4% or $238,667 at 6%; with 100% employer match about $268,501 at 4% or $179,001 at 6%.
Ocu Pension Trust-528$139,912,623$11,341,472$21,480iApproximate average salary by contribution assumption: employee only about $537,002 at 4% or $358,001 at 6%; with 50% employer match about $358,001 at 4% or $238,667 at 6%; with 100% employer match about $268,501 at 4% or $179,001 at 6%.
20141517$138,714,969$11,506,506$22,256iApproximate average salary by contribution assumption: employee only about $556,407 at 4% or $370,938 at 6%; with 50% employer match about $370,938 at 4% or $247,292 at 6%; with 100% employer match about $278,204 at 4% or $185,469 at 6%.
Ocu Pension Trust-517$138,714,969$11,506,506$22,256iApproximate average salary by contribution assumption: employee only about $556,407 at 4% or $370,938 at 6%; with 50% employer match about $370,938 at 4% or $247,292 at 6%; with 100% employer match about $278,204 at 4% or $185,469 at 6%.
20131510$127,652,349$17,499,533$34,313iApproximate average salary by contribution assumption: employee only about $857,820 at 4% or $571,880 at 6%; with 50% employer match about $571,880 at 4% or $381,253 at 6%; with 100% employer match about $428,910 at 4% or $285,940 at 6%.
Ocu Pension Trust-510$127,652,349$17,499,533$34,313iApproximate average salary by contribution assumption: employee only about $857,820 at 4% or $571,880 at 6%; with 50% employer match about $571,880 at 4% or $381,253 at 6%; with 100% employer match about $428,910 at 4% or $285,940 at 6%.
20121523$102,774,685$6,970,763$13,328iApproximate average salary by contribution assumption: employee only about $333,210 at 4% or $222,140 at 6%; with 50% employer match about $222,140 at 4% or $148,094 at 6%; with 100% employer match about $166,605 at 4% or $111,070 at 6%.
Ocu Pension Trust-523$102,774,685$6,970,763$13,328iApproximate average salary by contribution assumption: employee only about $333,210 at 4% or $222,140 at 6%; with 50% employer match about $222,140 at 4% or $148,094 at 6%; with 100% employer match about $166,605 at 4% or $111,070 at 6%.
20111544$89,693,496$7,584,828$13,943iApproximate average salary by contribution assumption: employee only about $348,567 at 4% or $232,378 at 6%; with 50% employer match about $232,378 at 4% or $154,919 at 6%; with 100% employer match about $174,284 at 4% or $116,189 at 6%.
Ocu Pension Trust-544$89,693,496$7,584,828$13,943iApproximate average salary by contribution assumption: employee only about $348,567 at 4% or $232,378 at 6%; with 50% employer match about $232,378 at 4% or $154,919 at 6%; with 100% employer match about $174,284 at 4% or $116,189 at 6%.
20101548$84,363,204$7,020,842$12,812iApproximate average salary by contribution assumption: employee only about $320,294 at 4% or $213,529 at 6%; with 50% employer match about $213,529 at 4% or $142,353 at 6%; with 100% employer match about $160,147 at 4% or $106,765 at 6%.
Ocu Pension Trust-548$84,363,204$7,020,842$12,812iApproximate average salary by contribution assumption: employee only about $320,294 at 4% or $213,529 at 6%; with 50% employer match about $213,529 at 4% or $142,353 at 6%; with 100% employer match about $160,147 at 4% or $106,765 at 6%.
20091576$72,261,811$7,827,799$13,590iApproximate average salary by contribution assumption: employee only about $339,748 at 4% or $226,499 at 6%; with 50% employer match about $226,499 at 4% or $150,999 at 6%; with 100% employer match about $169,874 at 4% or $113,249 at 6%.
Ocu Pension Trust-576$72,261,811$7,827,799$13,590iApproximate average salary by contribution assumption: employee only about $339,748 at 4% or $226,499 at 6%; with 50% employer match about $226,499 at 4% or $150,999 at 6%; with 100% employer match about $169,874 at 4% or $113,249 at 6%.
20081581$56,903,995$56,006,919$96,397iApproximate average salary by contribution assumption: employee only about $2,409,936 at 4% or $1,606,624 at 6%; with 50% employer match about $1,606,624 at 4% or $1,071,083 at 6%; with 100% employer match about $1,204,968 at 4% or $803,312 at 6%.
Ocu Pension Trust-581$56,903,995$56,006,919$96,397iApproximate average salary by contribution assumption: employee only about $2,409,936 at 4% or $1,606,624 at 6%; with 50% employer match about $1,606,624 at 4% or $1,071,083 at 6%; with 100% employer match about $1,204,968 at 4% or $803,312 at 6%.