Civic Intelligence

October Three Management Services Inc.

Plan context: October Three Management Services Inc. Retirement Trust

EIN 27-1503891 • Chicago, IL • 19 filings • 4 plans

233 S Wacker Dr Ste 8350Chicago, IL 60606-6367
Current Snapshot

Latest Year

2024

2024 Participants

192

2024 Assets

$20,674,132

2024 Contributions

$3,519,678

Historical Graphs

Total Assets Over Time

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

$20,674,132$10,337,066$0201020172024YearValue
$20,674,132Latest year 2024

Participants Over Time

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

192960201020172024YearValue
192Latest 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
20243192$20,674,132$3,519,678$18,332iApproximate average salary by contribution assumption: employee only about $458,291 at 4% or $305,528 at 6%; with 50% employer match about $305,528 at 4% or $203,685 at 6%; with 100% employer match about $229,146 at 4% or $152,764 at 6%.
October Three Management Services Inc. Retirement Trust-192$19,687,225$2,532,771$13,192iApproximate average salary by contribution assumption: employee only about $329,788 at 4% or $219,859 at 6%; with 50% employer match about $219,859 at 4% or $146,572 at 6%; with 100% employer match about $164,894 at 4% or $109,929 at 6%.
October Three Prime Plan-192$986,907$986,907$5,140iApproximate average salary by contribution assumption: employee only about $128,504 at 4% or $85,669 at 6%; with 50% employer match about $85,669 at 4% or $57,113 at 6%; with 100% employer match about $64,252 at 4% or $42,835 at 6%.
October Three Management Services Inc. Health and Welfare Plan-168---
20232165$15,089,875$2,535,574$15,367iApproximate average salary by contribution assumption: employee only about $384,178 at 4% or $256,119 at 6%; with 50% employer match about $256,119 at 4% or $170,746 at 6%; with 100% employer match about $192,089 at 4% or $128,059 at 6%.
October Three Management Services Inc. Retirement Trust-165$15,089,875$2,535,574$15,367iApproximate average salary by contribution assumption: employee only about $384,178 at 4% or $256,119 at 6%; with 50% employer match about $256,119 at 4% or $170,746 at 6%; with 100% employer match about $192,089 at 4% or $128,059 at 6%.
October Three Management Services Inc. Health and Welfare Plan-141---
20222139$10,860,561$1,744,540$12,551iApproximate average salary by contribution assumption: employee only about $313,766 at 4% or $209,177 at 6%; with 50% employer match about $209,177 at 4% or $139,452 at 6%; with 100% employer match about $156,883 at 4% or $104,589 at 6%.
October Three Management Services Inc. Retirement Trust-139$10,860,561$1,744,540$12,551iApproximate average salary by contribution assumption: employee only about $313,766 at 4% or $209,177 at 6%; with 50% employer match about $209,177 at 4% or $139,452 at 6%; with 100% employer match about $156,883 at 4% or $104,589 at 6%.
October Three Management Services Inc. Health and Welfare Plan-109---
20211114$12,010,372$1,399,501$12,276iApproximate average salary by contribution assumption: employee only about $306,908 at 4% or $204,605 at 6%; with 50% employer match about $204,605 at 4% or $136,404 at 6%; with 100% employer match about $153,454 at 4% or $102,303 at 6%.
October Three Management Services Inc. Retirement Trust-114$12,010,372$1,399,501$12,276iApproximate average salary by contribution assumption: employee only about $306,908 at 4% or $204,605 at 6%; with 50% employer match about $204,605 at 4% or $136,404 at 6%; with 100% employer match about $153,454 at 4% or $102,303 at 6%.
2020193$9,271,775$1,066,722$11,470iApproximate average salary by contribution assumption: employee only about $286,753 at 4% or $191,169 at 6%; with 50% employer match about $191,169 at 4% or $127,446 at 6%; with 100% employer match about $143,377 at 4% or $95,584 at 6%.
October Three Management Services Inc. Retirement Trust-93$9,271,775$1,066,722$11,470iApproximate average salary by contribution assumption: employee only about $286,753 at 4% or $191,169 at 6%; with 50% employer match about $191,169 at 4% or $127,446 at 6%; with 100% employer match about $143,377 at 4% or $95,584 at 6%.
2019182$7,457,614$758,278$9,247iApproximate average salary by contribution assumption: employee only about $231,182 at 4% or $154,122 at 6%; with 50% employer match about $154,122 at 4% or $102,748 at 6%; with 100% employer match about $115,591 at 4% or $77,061 at 6%.
October Three Management Services Inc. Retirement Trust-82$7,457,614$758,278$9,247iApproximate average salary by contribution assumption: employee only about $231,182 at 4% or $154,122 at 6%; with 50% employer match about $154,122 at 4% or $102,748 at 6%; with 100% employer match about $115,591 at 4% or $77,061 at 6%.
2018177$5,496,774$891,787$11,582iApproximate average salary by contribution assumption: employee only about $289,541 at 4% or $193,027 at 6%; with 50% employer match about $193,027 at 4% or $128,685 at 6%; with 100% employer match about $144,771 at 4% or $96,514 at 6%.
October Three Management Services Inc. Retirement Trust-77$5,496,774$891,787$11,582iApproximate average salary by contribution assumption: employee only about $289,541 at 4% or $193,027 at 6%; with 50% employer match about $193,027 at 4% or $128,685 at 6%; with 100% employer match about $144,771 at 4% or $96,514 at 6%.
2017173$5,063,761$836,993$11,466iApproximate average salary by contribution assumption: employee only about $286,641 at 4% or $191,094 at 6%; with 50% employer match about $191,094 at 4% or $127,396 at 6%; with 100% employer match about $143,321 at 4% or $95,547 at 6%.
October Three Management Services Inc. Retirement Trust-73$5,063,761$836,993$11,466iApproximate average salary by contribution assumption: employee only about $286,641 at 4% or $191,094 at 6%; with 50% employer match about $191,094 at 4% or $127,396 at 6%; with 100% employer match about $143,321 at 4% or $95,547 at 6%.
2016164$3,625,656$654,112$10,221iApproximate average salary by contribution assumption: employee only about $255,513 at 4% or $170,342 at 6%; with 50% employer match about $170,342 at 4% or $113,561 at 6%; with 100% employer match about $127,756 at 4% or $85,171 at 6%.
October Three Management Services Inc. Retirement Trust-64$3,625,656$654,112$10,221iApproximate average salary by contribution assumption: employee only about $255,513 at 4% or $170,342 at 6%; with 50% employer match about $170,342 at 4% or $113,561 at 6%; with 100% employer match about $127,756 at 4% or $85,171 at 6%.
2015150$2,729,229$748,933$14,979iApproximate average salary by contribution assumption: employee only about $374,467 at 4% or $249,644 at 6%; with 50% employer match about $249,644 at 4% or $166,430 at 6%; with 100% employer match about $187,233 at 4% or $124,822 at 6%.
October Three Management Services Inc. Retirement Trust-50$2,729,229$748,933$14,979iApproximate average salary by contribution assumption: employee only about $374,467 at 4% or $249,644 at 6%; with 50% employer match about $249,644 at 4% or $166,430 at 6%; with 100% employer match about $187,233 at 4% or $124,822 at 6%.
2014145$2,126,142$613,807$13,640iApproximate average salary by contribution assumption: employee only about $341,004 at 4% or $227,336 at 6%; with 50% employer match about $227,336 at 4% or $151,557 at 6%; with 100% employer match about $170,502 at 4% or $113,668 at 6%.
October Three Management Services Inc. Retirement Trust-45$2,126,142$613,807$13,640iApproximate average salary by contribution assumption: employee only about $341,004 at 4% or $227,336 at 6%; with 50% employer match about $227,336 at 4% or $151,557 at 6%; with 100% employer match about $170,502 at 4% or $113,668 at 6%.
2013142$1,430,530$580,883$13,831iApproximate average salary by contribution assumption: employee only about $345,764 at 4% or $230,509 at 6%; with 50% employer match about $230,509 at 4% or $153,673 at 6%; with 100% employer match about $172,882 at 4% or $115,255 at 6%.
October Three Management Services Inc. Retirement Trust-42$1,430,530$580,883$13,831iApproximate average salary by contribution assumption: employee only about $345,764 at 4% or $230,509 at 6%; with 50% employer match about $230,509 at 4% or $153,673 at 6%; with 100% employer match about $172,882 at 4% or $115,255 at 6%.
2012128$833,203$331,709$11,847iApproximate average salary by contribution assumption: employee only about $296,169 at 4% or $197,446 at 6%; with 50% employer match about $197,446 at 4% or $131,631 at 6%; with 100% employer match about $148,084 at 4% or $98,723 at 6%.
October Three Management Services Inc. Retirement Trust-28$833,203$331,709$11,847iApproximate average salary by contribution assumption: employee only about $296,169 at 4% or $197,446 at 6%; with 50% employer match about $197,446 at 4% or $131,631 at 6%; with 100% employer match about $148,084 at 4% or $98,723 at 6%.
2011123$405,125$332,011$14,435iApproximate average salary by contribution assumption: employee only about $360,882 at 4% or $240,588 at 6%; with 50% employer match about $240,588 at 4% or $160,392 at 6%; with 100% employer match about $180,441 at 4% or $120,294 at 6%.
October Three Management Services Inc. Retirement Trust-23$405,125$332,011$14,435iApproximate average salary by contribution assumption: employee only about $360,882 at 4% or $240,588 at 6%; with 50% employer match about $240,588 at 4% or $160,392 at 6%; with 100% employer match about $180,441 at 4% or $120,294 at 6%.
2010113$85,717$83,670$6,436iApproximate average salary by contribution assumption: employee only about $160,904 at 4% or $107,269 at 6%; with 50% employer match about $107,269 at 4% or $71,513 at 6%; with 100% employer match about $80,452 at 4% or $53,635 at 6%.
October Three Management Services Inc. Retirement Trust-13$85,717$83,670$6,436iApproximate average salary by contribution assumption: employee only about $160,904 at 4% or $107,269 at 6%; with 50% employer match about $107,269 at 4% or $71,513 at 6%; with 100% employer match about $80,452 at 4% or $53,635 at 6%.