Open Options
Plan context: Open Options Inc. Retirement Plan
EIN 31-1211402 • Lebanon, OH • 33 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
11
2024 Assets
$317,321
2024 Contributions
$138,393
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 11 | $317,321 | $138,393 | $12,581iApproximate average salary by contribution assumption: employee only about $314,530 at 4% or $209,686 at 6%; with 50% employer match about $209,686 at 4% or $139,791 at 6%; with 100% employer match about $157,265 at 4% or $104,843 at 6%. |
| Open Options Inc. Retirement Plan | - | 11 | $281,458 | $21,993 | $1,999iApproximate average salary by contribution assumption: employee only about $49,984 at 4% or $33,323 at 6%; with 50% employer match about $33,323 at 4% or $22,215 at 6%; with 100% employer match about $24,992 at 4% or $16,661 at 6%. |
| Open Options Soca Benefit Plan | - | 7 | $35,863 | $116,400 | $16,629iApproximate average salary by contribution assumption: employee only about $415,714 at 4% or $277,143 at 6%; with 50% employer match about $277,143 at 4% or $184,762 at 6%; with 100% employer match about $207,857 at 4% or $138,571 at 6%. |
| 2023 | 2 | 14 | $333,402 | $122,223 | $8,730iApproximate average salary by contribution assumption: employee only about $218,255 at 4% or $145,504 at 6%; with 50% employer match about $145,504 at 4% or $97,002 at 6%; with 100% employer match about $109,128 at 4% or $72,752 at 6%. |
| Open Options Inc. Retirement Plan | - | 14 | $302,876 | $27,351 | $1,954iApproximate average salary by contribution assumption: employee only about $48,841 at 4% or $32,561 at 6%; with 50% employer match about $32,561 at 4% or $21,707 at 6%; with 100% employer match about $24,421 at 4% or $16,280 at 6%. |
| Open Options Soca Benefit Plan | - | 8 | $30,526 | $94,872 | $11,859iApproximate average salary by contribution assumption: employee only about $296,475 at 4% or $197,650 at 6%; with 50% employer match about $197,650 at 4% or $131,767 at 6%; with 100% employer match about $148,238 at 4% or $98,825 at 6%. |
| 2022 | 2 | 14 | $284,337 | $140,411 | $10,029iApproximate average salary by contribution assumption: employee only about $250,734 at 4% or $167,156 at 6%; with 50% employer match about $167,156 at 4% or $111,437 at 6%; with 100% employer match about $125,367 at 4% or $83,578 at 6%. |
| Open Options Inc. Retirement Plan | - | 14 | $253,491 | $42,336 | $3,024iApproximate average salary by contribution assumption: employee only about $75,600 at 4% or $50,400 at 6%; with 50% employer match about $50,400 at 4% or $33,600 at 6%; with 100% employer match about $37,800 at 4% or $25,200 at 6%. |
| Open Options Soca Benefit Plan | - | 9 | $30,846 | $98,075 | $10,897iApproximate average salary by contribution assumption: employee only about $272,431 at 4% or $181,620 at 6%; with 50% employer match about $181,620 at 4% or $121,080 at 6%; with 100% employer match about $136,215 at 4% or $90,810 at 6%. |
| 2021 | 3 | 16 | $1,117,078 | $163,355 | $10,210iApproximate average salary by contribution assumption: employee only about $255,242 at 4% or $170,161 at 6%; with 50% employer match about $170,161 at 4% or $113,441 at 6%; with 100% employer match about $127,621 at 4% or $85,081 at 6%. |
| Open Options Inc. Retirement Plan | - | 16 | $561,412 | $48,961 | $3,060iApproximate average salary by contribution assumption: employee only about $76,502 at 4% or $51,001 at 6%; with 50% employer match about $51,001 at 4% or $34,001 at 6%; with 100% employer match about $38,251 at 4% or $25,501 at 6%. |
| Open Options Inc. Retirement Plan | - | 16 | $533,015 | $20,563 | $1,285iApproximate average salary by contribution assumption: employee only about $32,130 at 4% or $21,420 at 6%; with 50% employer match about $21,420 at 4% or $14,280 at 6%; with 100% employer match about $16,065 at 4% or $10,710 at 6%. |
| Open Options Soca Benefit Plan | - | 9 | $22,651 | $93,831 | $10,426iApproximate average salary by contribution assumption: employee only about $260,642 at 4% or $173,761 at 6%; with 50% employer match about $173,761 at 4% or $115,841 at 6%; with 100% employer match about $130,321 at 4% or $86,881 at 6%. |
| 2020 | 2 | 13 | $476,478 | $141,228 | $10,864iApproximate average salary by contribution assumption: employee only about $271,592 at 4% or $181,062 at 6%; with 50% employer match about $181,062 at 4% or $120,708 at 6%; with 100% employer match about $135,796 at 4% or $90,531 at 6%. |
| Open Options Inc. Retirement Plan | - | 13 | $458,829 | $31,368 | $2,413iApproximate average salary by contribution assumption: employee only about $60,323 at 4% or $40,215 at 6%; with 50% employer match about $40,215 at 4% or $26,810 at 6%; with 100% employer match about $30,162 at 4% or $20,108 at 6%. |
| Open Options Soca Benefit Plan | - | 11 | $17,649 | $109,860 | $9,987iApproximate average salary by contribution assumption: employee only about $249,682 at 4% or $166,455 at 6%; with 50% employer match about $166,455 at 4% or $110,970 at 6%; with 100% employer match about $124,841 at 4% or $83,227 at 6%. |
| 2019 | 2 | 13 | $341,513 | $124,779 | $9,598iApproximate average salary by contribution assumption: employee only about $239,960 at 4% or $159,973 at 6%; with 50% employer match about $159,973 at 4% or $106,649 at 6%; with 100% employer match about $119,980 at 4% or $79,987 at 6%. |
| Open Options Inc. Retirement Plan | - | 12 | $327,713 | $26,689 | $2,224iApproximate average salary by contribution assumption: employee only about $55,602 at 4% or $37,068 at 6%; with 50% employer match about $37,068 at 4% or $24,712 at 6%; with 100% employer match about $27,801 at 4% or $18,534 at 6%. |
| Open Options Soca Benefit Plan | - | 13 | $13,800 | $98,090 | $7,545iApproximate average salary by contribution assumption: employee only about $188,635 at 4% or $125,756 at 6%; with 50% employer match about $125,756 at 4% or $83,838 at 6%; with 100% employer match about $94,317 at 4% or $62,878 at 6%. |
| 2018 | 2 | 14 | $299,018 | $60,271 | $4,305iApproximate average salary by contribution assumption: employee only about $107,627 at 4% or $71,751 at 6%; with 50% employer match about $71,751 at 4% or $47,834 at 6%; with 100% employer match about $53,813 at 4% or $35,876 at 6%. |
| Open Options Inc. Retirement Plan | - | 14 | $294,380 | $27,458 | $1,961iApproximate average salary by contribution assumption: employee only about $49,032 at 4% or $32,688 at 6%; with 50% employer match about $32,688 at 4% or $21,792 at 6%; with 100% employer match about $24,516 at 4% or $16,344 at 6%. |
| Open Options Soca Benefit Plan | - | 2 | $4,638 | $32,813 | $16,407iApproximate average salary by contribution assumption: employee only about $410,163 at 4% or $273,442 at 6%; with 50% employer match about $273,442 at 4% or $182,294 at 6%; with 100% employer match about $205,081 at 4% or $136,721 at 6%. |
| 2017 | 1 | 12 | $359,686 | $24,481 | $2,040iApproximate average salary by contribution assumption: employee only about $51,002 at 4% or $34,001 at 6%; with 50% employer match about $34,001 at 4% or $22,668 at 6%; with 100% employer match about $25,501 at 4% or $17,001 at 6%. |
| Open Options Inc. Retirement Plan | - | 12 | $359,686 | $24,481 | $2,040iApproximate average salary by contribution assumption: employee only about $51,002 at 4% or $34,001 at 6%; with 50% employer match about $34,001 at 4% or $22,668 at 6%; with 100% employer match about $25,501 at 4% or $17,001 at 6%. |
| 2016 | 1 | 12 | $281,038 | $26,201 | $2,183iApproximate average salary by contribution assumption: employee only about $54,585 at 4% or $36,390 at 6%; with 50% employer match about $36,390 at 4% or $24,260 at 6%; with 100% employer match about $27,293 at 4% or $18,195 at 6%. |
| Open Options Inc. Retirement Plan | - | 12 | $281,038 | $26,201 | $2,183iApproximate average salary by contribution assumption: employee only about $54,585 at 4% or $36,390 at 6%; with 50% employer match about $36,390 at 4% or $24,260 at 6%; with 100% employer match about $27,293 at 4% or $18,195 at 6%. |
| 2015 | 1 | 12 | $249,848 | $21,503 | $1,792iApproximate average salary by contribution assumption: employee only about $44,798 at 4% or $29,865 at 6%; with 50% employer match about $29,865 at 4% or $19,910 at 6%; with 100% employer match about $22,399 at 4% or $14,933 at 6%. |
| Open Options Inc. Retirement Plan | - | 12 | $249,848 | $21,503 | $1,792iApproximate average salary by contribution assumption: employee only about $44,798 at 4% or $29,865 at 6%; with 50% employer match about $29,865 at 4% or $19,910 at 6%; with 100% employer match about $22,399 at 4% or $14,933 at 6%. |
| 2014 | 1 | 29 | $231,533 | $18,659 | $643iApproximate average salary by contribution assumption: employee only about $16,085 at 4% or $10,724 at 6%; with 50% employer match about $10,724 at 4% or $7,149 at 6%; with 100% employer match about $8,043 at 4% or $5,362 at 6%. |
| Open Options Inc. Retirement Plan | - | 29 | $231,533 | $18,659 | $643iApproximate average salary by contribution assumption: employee only about $16,085 at 4% or $10,724 at 6%; with 50% employer match about $10,724 at 4% or $7,149 at 6%; with 100% employer match about $8,043 at 4% or $5,362 at 6%. |
| 2013 | 1 | 31 | $209,369 | $18,510 | $597iApproximate average salary by contribution assumption: employee only about $14,927 at 4% or $9,952 at 6%; with 50% employer match about $9,952 at 4% or $6,634 at 6%; with 100% employer match about $7,464 at 4% or $4,976 at 6%. |
| Open Options Inc. Retirement Plan | - | 31 | $209,369 | $18,510 | $597iApproximate average salary by contribution assumption: employee only about $14,927 at 4% or $9,952 at 6%; with 50% employer match about $9,952 at 4% or $6,634 at 6%; with 100% employer match about $7,464 at 4% or $4,976 at 6%. |
| 2012 | 1 | 23 | $154,384 | $17,530 | $762iApproximate average salary by contribution assumption: employee only about $19,054 at 4% or $12,703 at 6%; with 50% employer match about $12,703 at 4% or $8,469 at 6%; with 100% employer match about $9,527 at 4% or $6,351 at 6%. |
| Open Options Inc. Retirement Plan | - | 23 | $154,384 | $17,530 | $762iApproximate average salary by contribution assumption: employee only about $19,054 at 4% or $12,703 at 6%; with 50% employer match about $12,703 at 4% or $8,469 at 6%; with 100% employer match about $9,527 at 4% or $6,351 at 6%. |
| 2011 | 1 | 24 | $123,347 | $15,612 | $651iApproximate average salary by contribution assumption: employee only about $16,263 at 4% or $10,842 at 6%; with 50% employer match about $10,842 at 4% or $7,228 at 6%; with 100% employer match about $8,131 at 4% or $5,421 at 6%. |
| Open Options Inc. Retirement Plan | - | 24 | $123,347 | $15,612 | $651iApproximate average salary by contribution assumption: employee only about $16,263 at 4% or $10,842 at 6%; with 50% employer match about $10,842 at 4% or $7,228 at 6%; with 100% employer match about $8,131 at 4% or $5,421 at 6%. |
| 2010 | 1 | 26 | $109,504 | $15,347 | $590iApproximate average salary by contribution assumption: employee only about $14,757 at 4% or $9,838 at 6%; with 50% employer match about $9,838 at 4% or $6,559 at 6%; with 100% employer match about $7,378 at 4% or $4,919 at 6%. |
| Open Options Inc. Retirement Plan | - | 26 | $109,504 | $15,347 | $590iApproximate average salary by contribution assumption: employee only about $14,757 at 4% or $9,838 at 6%; with 50% employer match about $9,838 at 4% or $6,559 at 6%; with 100% employer match about $7,378 at 4% or $4,919 at 6%. |
| 2009 | 1 | 26 | $83,916 | $14,392 | $554iApproximate average salary by contribution assumption: employee only about $13,838 at 4% or $9,226 at 6%; with 50% employer match about $9,226 at 4% or $6,150 at 6%; with 100% employer match about $6,919 at 4% or $4,613 at 6%. |
| Open Options Inc. Retirement Plan | - | 26 | $83,916 | $14,392 | $554iApproximate average salary by contribution assumption: employee only about $13,838 at 4% or $9,226 at 6%; with 50% employer match about $9,226 at 4% or $6,150 at 6%; with 100% employer match about $6,919 at 4% or $4,613 at 6%. |
| 2007 | 1 | 24 | $115,790 | $15,988 | $666iApproximate average salary by contribution assumption: employee only about $16,654 at 4% or $11,103 at 6%; with 50% employer match about $11,103 at 4% or $7,402 at 6%; with 100% employer match about $8,327 at 4% or $5,551 at 6%. |
| Open Options Inc. Retirement Plan | - | 24 | $115,790 | $15,988 | $666iApproximate average salary by contribution assumption: employee only about $16,654 at 4% or $11,103 at 6%; with 50% employer match about $11,103 at 4% or $7,402 at 6%; with 100% employer match about $8,327 at 4% or $5,551 at 6%. |
| 2006 | 1 | 22 | $101,322 | $28,156 | $1,280iApproximate average salary by contribution assumption: employee only about $31,995 at 4% or $21,330 at 6%; with 50% employer match about $21,330 at 4% or $14,220 at 6%; with 100% employer match about $15,998 at 4% or $10,665 at 6%. |
| Open Options Inc. Retirement Plan | - | 22 | $101,322 | $28,156 | $1,280iApproximate average salary by contribution assumption: employee only about $31,995 at 4% or $21,330 at 6%; with 50% employer match about $21,330 at 4% or $14,220 at 6%; with 100% employer match about $15,998 at 4% or $10,665 at 6%. |
| 2005 | 1 | 27 | $104,104 | $34,690 | $1,285iApproximate average salary by contribution assumption: employee only about $32,120 at 4% or $21,414 at 6%; with 50% employer match about $21,414 at 4% or $14,276 at 6%; with 100% employer match about $16,060 at 4% or $10,707 at 6%. |
| Open Options Inc. Retirement Plan | - | 27 | $104,104 | $34,690 | $1,285iApproximate average salary by contribution assumption: employee only about $32,120 at 4% or $21,414 at 6%; with 50% employer match about $21,414 at 4% or $14,276 at 6%; with 100% employer match about $16,060 at 4% or $10,707 at 6%. |
| 2004 | 1 | 25 | $69,006 | $21,204 | $848iApproximate average salary by contribution assumption: employee only about $21,204 at 4% or $14,136 at 6%; with 50% employer match about $14,136 at 4% or $9,424 at 6%; with 100% employer match about $10,602 at 4% or $7,068 at 6%. |
| Open Options Inc. Retirement Plan | - | 25 | $69,006 | $21,204 | $848iApproximate average salary by contribution assumption: employee only about $21,204 at 4% or $14,136 at 6%; with 50% employer match about $14,136 at 4% or $9,424 at 6%; with 100% employer match about $10,602 at 4% or $7,068 at 6%. |
| 2003 | 1 | 22 | $48,079 | $22,962 | $1,044iApproximate average salary by contribution assumption: employee only about $26,093 at 4% or $17,395 at 6%; with 50% employer match about $17,395 at 4% or $11,597 at 6%; with 100% employer match about $13,047 at 4% or $8,698 at 6%. |
| Open Options Inc. Retirement Plan | - | 22 | $48,079 | $22,962 | $1,044iApproximate average salary by contribution assumption: employee only about $26,093 at 4% or $17,395 at 6%; with 50% employer match about $17,395 at 4% or $11,597 at 6%; with 100% employer match about $13,047 at 4% or $8,698 at 6%. |
| 2002 | 1 | 15 | $21,533 | $2,233 | $149iApproximate average salary by contribution assumption: employee only about $3,722 at 4% or $2,481 at 6%; with 50% employer match about $2,481 at 4% or $1,654 at 6%; with 100% employer match about $1,861 at 4% or $1,241 at 6%. |
| Open Options Inc. Retirement Plan | - | 15 | $21,533 | $2,233 | $149iApproximate average salary by contribution assumption: employee only about $3,722 at 4% or $2,481 at 6%; with 50% employer match about $2,481 at 4% or $1,654 at 6%; with 100% employer match about $1,861 at 4% or $1,241 at 6%. |
| 2001 | 1 | 18 | $25,327 | $0 | - |
| Open Options Inc. Retirement Plan | - | 18 | $25,327 | - | - |
| 2000 | 1 | 20 | $31,400 | $11,665 | $583iApproximate average salary by contribution assumption: employee only about $14,581 at 4% or $9,721 at 6%; with 50% employer match about $9,721 at 4% or $6,481 at 6%; with 100% employer match about $7,291 at 4% or $4,860 at 6%. |
| Open Options Inc. Retirement Plan | - | 20 | $31,400 | $11,665 | $583iApproximate average salary by contribution assumption: employee only about $14,581 at 4% or $9,721 at 6%; with 50% employer match about $9,721 at 4% or $6,481 at 6%; with 100% employer match about $7,291 at 4% or $4,860 at 6%. |
| 1999 | 1 | 17 | $24,044 | $10,564 | $621iApproximate average salary by contribution assumption: employee only about $15,535 at 4% or $10,357 at 6%; with 50% employer match about $10,357 at 4% or $6,905 at 6%; with 100% employer match about $7,768 at 4% or $5,178 at 6%. |
| Open Options Inc. Retirement Plan | - | 17 | $24,044 | $10,564 | $621iApproximate average salary by contribution assumption: employee only about $15,535 at 4% or $10,357 at 6%; with 50% employer match about $10,357 at 4% or $6,905 at 6%; with 100% employer match about $7,768 at 4% or $5,178 at 6%. |