R.J. Oconnor & Associates Inc
Plan context: R.J. Oconnor & Associates Inc
EIN 31-0579893 • Mason, OH • 29 filings • 9 plans
Current Snapshot
Latest Year
2022
2022 Participants
3
2022 Assets
$620,633
2022 Contributions
$25,022
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 |
|---|---|---|---|---|---|
| 2022 | 1 | 3 | $620,633 | $0 | - |
| R.J. Oconnor & Associates Inc | - | 3 | $620,633 | $0 | - |
| 2021 | 1 | 4 | $774,446 | $0 | - |
| R.J. Oconnor & Associates Inc | - | 4 | $774,446 | $0 | - |
| 2020 | 2 | 6 | $794,775 | $0 | - |
| R.J. Oconnor & Associates Inc | - | 6 | $794,775 | $0 | - |
| R J O'CONNOR SOCA BENEFIT PLAN | - | 0 | $0 | $0 | - |
| 2019 | 2 | 7 | $681,925 | $25,022 | $3,575iApproximate average salary by contribution assumption: employee only about $89,364 at 4% or $59,576 at 6%; with 50% employer match about $59,576 at 4% or $39,717 at 6%; with 100% employer match about $44,682 at 4% or $29,788 at 6%. |
| R.J. Oconnor & Associates Inc | - | 7 | $680,398 | $15,392 | $2,199iApproximate average salary by contribution assumption: employee only about $54,971 at 4% or $36,648 at 6%; with 50% employer match about $36,648 at 4% or $24,432 at 6%; with 100% employer match about $27,486 at 4% or $18,324 at 6%. |
| R J O'CONNOR SOCA BENEFIT PLAN | - | 4 | $1,527 | $9,630 | $2,408iApproximate average salary by contribution assumption: employee only about $60,188 at 4% or $40,125 at 6%; with 50% employer match about $40,125 at 4% or $26,750 at 6%; with 100% employer match about $30,094 at 4% or $20,063 at 6%. |
| 2018 | 2 | 7 | $538,509 | $25,700 | $3,671iApproximate average salary by contribution assumption: employee only about $91,786 at 4% or $61,190 at 6%; with 50% employer match about $61,190 at 4% or $40,794 at 6%; with 100% employer match about $45,893 at 4% or $30,595 at 6%. |
| R.J. Oconnor & Associates Inc | - | 7 | $537,045 | $15,348 | $2,193iApproximate average salary by contribution assumption: employee only about $54,814 at 4% or $36,543 at 6%; with 50% employer match about $36,543 at 4% or $24,362 at 6%; with 100% employer match about $27,407 at 4% or $18,271 at 6%. |
| R J O'CONNOR SOCA BENEFIT PLAN | - | 4 | $1,464 | $10,352 | $2,588iApproximate average salary by contribution assumption: employee only about $64,700 at 4% or $43,133 at 6%; with 50% employer match about $43,133 at 4% or $28,756 at 6%; with 100% employer match about $32,350 at 4% or $21,567 at 6%. |
| 2017 | 1 | 8 | $548,802 | $17,806 | $2,226iApproximate average salary by contribution assumption: employee only about $55,644 at 4% or $37,096 at 6%; with 50% employer match about $37,096 at 4% or $24,731 at 6%; with 100% employer match about $27,822 at 4% or $18,548 at 6%. |
| R.J. Oconnor & Associates Inc | - | 8 | $548,802 | $17,806 | $2,226iApproximate average salary by contribution assumption: employee only about $55,644 at 4% or $37,096 at 6%; with 50% employer match about $37,096 at 4% or $24,731 at 6%; with 100% employer match about $27,822 at 4% or $18,548 at 6%. |
| 2016 | 1 | 8 | $448,149 | $16,580 | $2,073iApproximate average salary by contribution assumption: employee only about $51,813 at 4% or $34,542 at 6%; with 50% employer match about $34,542 at 4% or $23,028 at 6%; with 100% employer match about $25,906 at 4% or $17,271 at 6%. |
| R.J. Oconnor & Associates Inc | - | 8 | $448,149 | $16,580 | $2,073iApproximate average salary by contribution assumption: employee only about $51,813 at 4% or $34,542 at 6%; with 50% employer match about $34,542 at 4% or $23,028 at 6%; with 100% employer match about $25,906 at 4% or $17,271 at 6%. |
| 2015 | 1 | 8 | $457,349 | $17,347 | $2,168iApproximate average salary by contribution assumption: employee only about $54,209 at 4% or $36,140 at 6%; with 50% employer match about $36,140 at 4% or $24,093 at 6%; with 100% employer match about $27,105 at 4% or $18,070 at 6%. |
| R.J. Oconnor & Associates Inc | - | 8 | $457,349 | $17,347 | $2,168iApproximate average salary by contribution assumption: employee only about $54,209 at 4% or $36,140 at 6%; with 50% employer match about $36,140 at 4% or $24,093 at 6%; with 100% employer match about $27,105 at 4% or $18,070 at 6%. |
| 2014 | 1 | 8 | $438,077 | $16,803 | $2,100iApproximate average salary by contribution assumption: employee only about $52,509 at 4% or $35,006 at 6%; with 50% employer match about $35,006 at 4% or $23,338 at 6%; with 100% employer match about $26,255 at 4% or $17,503 at 6%. |
| R.J. Oconnor & Associates Inc | - | 8 | $438,077 | $16,803 | $2,100iApproximate average salary by contribution assumption: employee only about $52,509 at 4% or $35,006 at 6%; with 50% employer match about $35,006 at 4% or $23,338 at 6%; with 100% employer match about $26,255 at 4% or $17,503 at 6%. |
| 2013 | 1 | 9 | $398,065 | $18,052 | $2,006iApproximate average salary by contribution assumption: employee only about $50,144 at 4% or $33,430 at 6%; with 50% employer match about $33,430 at 4% or $22,286 at 6%; with 100% employer match about $25,072 at 4% or $16,715 at 6%. |
| R.J. Oconnor & Associates Inc | - | 9 | $398,065 | $18,052 | $2,006iApproximate average salary by contribution assumption: employee only about $50,144 at 4% or $33,430 at 6%; with 50% employer match about $33,430 at 4% or $22,286 at 6%; with 100% employer match about $25,072 at 4% or $16,715 at 6%. |
| 2012 | 1 | 8 | $313,814 | $23,166 | $2,896iApproximate average salary by contribution assumption: employee only about $72,394 at 4% or $48,263 at 6%; with 50% employer match about $48,263 at 4% or $32,175 at 6%; with 100% employer match about $36,197 at 4% or $24,131 at 6%. |
| R.J. Oconnor & Associates Inc | - | 8 | $313,814 | $23,166 | $2,896iApproximate average salary by contribution assumption: employee only about $72,394 at 4% or $48,263 at 6%; with 50% employer match about $48,263 at 4% or $32,175 at 6%; with 100% employer match about $36,197 at 4% or $24,131 at 6%. |
| 2011 | 1 | 9 | $288,819 | $24,133 | $2,681iApproximate average salary by contribution assumption: employee only about $67,036 at 4% or $44,691 at 6%; with 50% employer match about $44,691 at 4% or $29,794 at 6%; with 100% employer match about $33,518 at 4% or $22,345 at 6%. |
| R.J. Oconnor & Associates Inc | - | 9 | $288,819 | $24,133 | $2,681iApproximate average salary by contribution assumption: employee only about $67,036 at 4% or $44,691 at 6%; with 50% employer match about $44,691 at 4% or $29,794 at 6%; with 100% employer match about $33,518 at 4% or $22,345 at 6%. |
| 2010 | 1 | 9 | $270,602 | $20,623 | $2,291iApproximate average salary by contribution assumption: employee only about $57,286 at 4% or $38,191 at 6%; with 50% employer match about $38,191 at 4% or $25,460 at 6%; with 100% employer match about $28,643 at 4% or $19,095 at 6%. |
| R.J. Oconnor & Associates Inc | - | 9 | $270,602 | $20,623 | $2,291iApproximate average salary by contribution assumption: employee only about $57,286 at 4% or $38,191 at 6%; with 50% employer match about $38,191 at 4% or $25,460 at 6%; with 100% employer match about $28,643 at 4% or $19,095 at 6%. |
| 2009 | 1 | 8 | $222,913 | $22,954 | $2,869iApproximate average salary by contribution assumption: employee only about $71,731 at 4% or $47,821 at 6%; with 50% employer match about $47,821 at 4% or $31,881 at 6%; with 100% employer match about $35,866 at 4% or $23,910 at 6%. |
| R.J. Oconnor & Associates Inc | - | 8 | $222,913 | $22,954 | $2,869iApproximate average salary by contribution assumption: employee only about $71,731 at 4% or $47,821 at 6%; with 50% employer match about $47,821 at 4% or $31,881 at 6%; with 100% employer match about $35,866 at 4% or $23,910 at 6%. |
| 2008 | 1 | 9 | $219,505 | $29,732 | $3,304iApproximate average salary by contribution assumption: employee only about $82,589 at 4% or $55,059 at 6%; with 50% employer match about $55,059 at 4% or $36,706 at 6%; with 100% employer match about $41,294 at 4% or $27,530 at 6%. |
| R.J. Oconnor & Associates Inc | - | 9 | $219,505 | $29,732 | $3,304iApproximate average salary by contribution assumption: employee only about $82,589 at 4% or $55,059 at 6%; with 50% employer match about $55,059 at 4% or $36,706 at 6%; with 100% employer match about $41,294 at 4% or $27,530 at 6%. |
| 2007 | 1 | 9 | $0 | $0 | - |
| R.J. Oconnor & Associates Inc | - | 9 | - | - | - |
| 2006 | 1 | 8 | $217,009 | $29,133 | $3,642iApproximate average salary by contribution assumption: employee only about $91,041 at 4% or $60,694 at 6%; with 50% employer match about $60,694 at 4% or $40,463 at 6%; with 100% employer match about $45,520 at 4% or $30,347 at 6%. |
| R.J. Oconnor & Associates Inc | - | 8 | $217,009 | $29,133 | $3,642iApproximate average salary by contribution assumption: employee only about $91,041 at 4% or $60,694 at 6%; with 50% employer match about $60,694 at 4% or $40,463 at 6%; with 100% employer match about $45,520 at 4% or $30,347 at 6%. |
| 2005 | 1 | 10 | $195,906 | $31,392 | $3,139iApproximate average salary by contribution assumption: employee only about $78,480 at 4% or $52,320 at 6%; with 50% employer match about $52,320 at 4% or $34,880 at 6%; with 100% employer match about $39,240 at 4% or $26,160 at 6%. |
| R.J. Oconnor & Associates Inc | - | 10 | $195,906 | $31,392 | $3,139iApproximate average salary by contribution assumption: employee only about $78,480 at 4% or $52,320 at 6%; with 50% employer match about $52,320 at 4% or $34,880 at 6%; with 100% employer match about $39,240 at 4% or $26,160 at 6%. |
| 2004 | 1 | 10 | $154,700 | $27,547 | $2,755iApproximate average salary by contribution assumption: employee only about $68,868 at 4% or $45,912 at 6%; with 50% employer match about $45,912 at 4% or $30,608 at 6%; with 100% employer match about $34,434 at 4% or $22,956 at 6%. |
| R.J. Oconnor & Associates Inc | - | 10 | $154,700 | $27,547 | $2,755iApproximate average salary by contribution assumption: employee only about $68,868 at 4% or $45,912 at 6%; with 50% employer match about $45,912 at 4% or $30,608 at 6%; with 100% employer match about $34,434 at 4% or $22,956 at 6%. |
| 2003 | 1 | 10 | $120,748 | $27,812 | $2,781iApproximate average salary by contribution assumption: employee only about $69,530 at 4% or $46,353 at 6%; with 50% employer match about $46,353 at 4% or $30,902 at 6%; with 100% employer match about $34,765 at 4% or $23,177 at 6%. |
| R.J. Oconnor & Associates Inc | - | 10 | $120,748 | $27,812 | $2,781iApproximate average salary by contribution assumption: employee only about $69,530 at 4% or $46,353 at 6%; with 50% employer match about $46,353 at 4% or $30,902 at 6%; with 100% employer match about $34,765 at 4% or $23,177 at 6%. |
| 2002 | 1 | 8 | $75,468 | $26,583 | $3,323iApproximate average salary by contribution assumption: employee only about $83,072 at 4% or $55,381 at 6%; with 50% employer match about $55,381 at 4% or $36,921 at 6%; with 100% employer match about $41,536 at 4% or $27,691 at 6%. |
| R.J. Oconnor & Associates Inc | - | 8 | $75,468 | $26,583 | $3,323iApproximate average salary by contribution assumption: employee only about $83,072 at 4% or $55,381 at 6%; with 50% employer match about $55,381 at 4% or $36,921 at 6%; with 100% employer match about $41,536 at 4% or $27,691 at 6%. |
| 2001 | 1 | 9 | $0 | $0 | - |
| R.J. Oconnor & Associates Inc | - | 9 | - | - | - |
| 2000 | 2 | 8 | $338,364 | $22,077 | $2,760iApproximate average salary by contribution assumption: employee only about $68,991 at 4% or $45,994 at 6%; with 50% employer match about $45,994 at 4% or $30,663 at 6%; with 100% employer match about $34,495 at 4% or $22,997 at 6%. |
| R.J. Oconnor & Associates Inc | - | 8 | $338,364 | $22,077 | $2,760iApproximate average salary by contribution assumption: employee only about $68,991 at 4% or $45,994 at 6%; with 50% employer match about $45,994 at 4% or $30,663 at 6%; with 100% employer match about $34,495 at 4% or $22,997 at 6%. |
| R.J. Oconnor & Associates Inc. Pension Plan | - | 0 | - | - | - |
| 1999 | 2 | 3 | $665,716 | $9,336 | $3,112iApproximate average salary by contribution assumption: employee only about $77,800 at 4% or $51,867 at 6%; with 50% employer match about $51,867 at 4% or $34,578 at 6%; with 100% employer match about $38,900 at 4% or $25,933 at 6%. |
| R.J. Oconnor & Associates Inc | - | 2 | $359,873 | $4,200 | $2,100iApproximate average salary by contribution assumption: employee only about $52,500 at 4% or $35,000 at 6%; with 50% employer match about $35,000 at 4% or $23,333 at 6%; with 100% employer match about $26,250 at 4% or $17,500 at 6%. |
| R.J. Oconnor & Associates Inc. Pension Plan | - | 3 | $305,843 | $5,136 | $1,712iApproximate average salary by contribution assumption: employee only about $42,800 at 4% or $28,533 at 6%; with 50% employer match about $28,533 at 4% or $19,022 at 6%; with 100% employer match about $21,400 at 4% or $14,267 at 6%. |