OCIO DESIGN GROUP INC
Plan context: OCIO DESIGN GROUP 401(K) PLAN
EIN 32-0007687 • San Diego, CA • 12 filings • 3 plans
Current Snapshot
Latest Year
2025
2025 Participants
14
2025 Assets
$407,786
2025 Contributions
$126,465
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 | 14 | $407,786 | $126,465 | $9,033iApproximate average salary by contribution assumption: employee only about $225,830 at 4% or $150,554 at 6%; with 50% employer match about $150,554 at 4% or $100,369 at 6%; with 100% employer match about $112,915 at 4% or $75,277 at 6%. |
| OCIO DESIGN GROUP 401(K) PLAN | - | 14 | $407,786 | $126,465 | $9,033iApproximate average salary by contribution assumption: employee only about $225,830 at 4% or $150,554 at 6%; with 50% employer match about $150,554 at 4% or $100,369 at 6%; with 100% employer match about $112,915 at 4% or $75,277 at 6%. |
| 2024 | 1 | 15 | $249,200 | $78,499 | $5,233iApproximate average salary by contribution assumption: employee only about $130,832 at 4% or $87,221 at 6%; with 50% employer match about $87,221 at 4% or $58,147 at 6%; with 100% employer match about $65,416 at 4% or $43,611 at 6%. |
| OCIO DESIGN GROUP 401(K) PLAN | - | 15 | $249,200 | $78,499 | $5,233iApproximate average salary by contribution assumption: employee only about $130,832 at 4% or $87,221 at 6%; with 50% employer match about $87,221 at 4% or $58,147 at 6%; with 100% employer match about $65,416 at 4% or $43,611 at 6%. |
| 2023 | 1 | 17 | $167,120 | $59,990 | $3,529iApproximate average salary by contribution assumption: employee only about $88,221 at 4% or $58,814 at 6%; with 50% employer match about $58,814 at 4% or $39,209 at 6%; with 100% employer match about $44,110 at 4% or $29,407 at 6%. |
| OCIO DESIGN GROUP 401(K) PLAN | - | 17 | $167,120 | $59,990 | $3,529iApproximate average salary by contribution assumption: employee only about $88,221 at 4% or $58,814 at 6%; with 50% employer match about $58,814 at 4% or $39,209 at 6%; with 100% employer match about $44,110 at 4% or $29,407 at 6%. |
| 2022 | 1 | 14 | $107,655 | $56,137 | $4,010iApproximate average salary by contribution assumption: employee only about $100,245 at 4% or $66,830 at 6%; with 50% employer match about $66,830 at 4% or $44,553 at 6%; with 100% employer match about $50,122 at 4% or $33,415 at 6%. |
| OCIO DESIGN GROUP 401(K) PLAN | - | 14 | $107,655 | $56,137 | $4,010iApproximate average salary by contribution assumption: employee only about $100,245 at 4% or $66,830 at 6%; with 50% employer match about $66,830 at 4% or $44,553 at 6%; with 100% employer match about $50,122 at 4% or $33,415 at 6%. |
| 2021 | 1 | 13 | $66,778 | $24,579 | $1,891iApproximate average salary by contribution assumption: employee only about $47,267 at 4% or $31,512 at 6%; with 50% employer match about $31,512 at 4% or $21,008 at 6%; with 100% employer match about $23,634 at 4% or $15,756 at 6%. |
| OCIO DESIGN GROUP 401(K) PLAN | - | 13 | $66,778 | $24,579 | $1,891iApproximate average salary by contribution assumption: employee only about $47,267 at 4% or $31,512 at 6%; with 50% employer match about $31,512 at 4% or $21,008 at 6%; with 100% employer match about $23,634 at 4% or $15,756 at 6%. |
| 2020 | 1 | 9 | $62,856 | $15,777 | $1,753iApproximate average salary by contribution assumption: employee only about $43,825 at 4% or $29,217 at 6%; with 50% employer match about $29,217 at 4% or $19,478 at 6%; with 100% employer match about $21,913 at 4% or $14,608 at 6%. |
| OCIO DESIGN GROUP 401(K) PLAN | - | 9 | $62,856 | $15,777 | $1,753iApproximate average salary by contribution assumption: employee only about $43,825 at 4% or $29,217 at 6%; with 50% employer match about $29,217 at 4% or $19,478 at 6%; with 100% employer match about $21,913 at 4% or $14,608 at 6%. |
| 2019 | 1 | 10 | $41,312 | $27,099 | $2,710iApproximate average salary by contribution assumption: employee only about $67,748 at 4% or $45,165 at 6%; with 50% employer match about $45,165 at 4% or $30,110 at 6%; with 100% employer match about $33,874 at 4% or $22,583 at 6%. |
| OCIO DESIGN GROUP 401(K) PLAN | - | 10 | $41,312 | $27,099 | $2,710iApproximate average salary by contribution assumption: employee only about $67,748 at 4% or $45,165 at 6%; with 50% employer match about $45,165 at 4% or $30,110 at 6%; with 100% employer match about $33,874 at 4% or $22,583 at 6%. |
| 2018 | 2 | 8 | $27,514 | $29,432 | $3,679iApproximate average salary by contribution assumption: employee only about $91,975 at 4% or $61,317 at 6%; with 50% employer match about $61,317 at 4% or $40,878 at 6%; with 100% employer match about $45,988 at 4% or $30,658 at 6%. |
| OCIO DESIGN GROUP 401(K) PLAN | - | 8 | $13,757 | $14,716 | $1,840iApproximate average salary by contribution assumption: employee only about $45,988 at 4% or $30,658 at 6%; with 50% employer match about $30,658 at 4% or $20,439 at 6%; with 100% employer match about $22,994 at 4% or $15,329 at 6%. |
| OCIO DESIGN GROUP 401(K) PLAN | - | 8 | $13,757 | $14,716 | $1,840iApproximate average salary by contribution assumption: employee only about $45,988 at 4% or $30,658 at 6%; with 50% employer match about $30,658 at 4% or $20,439 at 6%; with 100% employer match about $22,994 at 4% or $15,329 at 6%. |
| 2010 | 1 | 0 | $0 | $34,478 | - |
| OCIO DESIGN GROUP INC 401K PLAN | - | 0 | - | $34,478 | - |
| 2007 | 1 | 9 | $50,119 | $37,273 | $4,141iApproximate average salary by contribution assumption: employee only about $103,536 at 4% or $69,024 at 6%; with 50% employer match about $69,024 at 4% or $46,016 at 6%; with 100% employer match about $51,768 at 4% or $34,512 at 6%. |
| OCIO DESIGN GROUP INC 401K PLAN | - | 9 | $50,119 | $37,273 | $4,141iApproximate average salary by contribution assumption: employee only about $103,536 at 4% or $69,024 at 6%; with 50% employer match about $69,024 at 4% or $46,016 at 6%; with 100% employer match about $51,768 at 4% or $34,512 at 6%. |
| 2006 | 1 | 5 | $12,140 | $12,148 | $2,430iApproximate average salary by contribution assumption: employee only about $60,740 at 4% or $40,493 at 6%; with 50% employer match about $40,493 at 4% or $26,996 at 6%; with 100% employer match about $30,370 at 4% or $20,247 at 6%. |
| OCIO DESIGN GROUP INC 401K PLAN | - | 5 | $12,140 | $12,148 | $2,430iApproximate average salary by contribution assumption: employee only about $60,740 at 4% or $40,493 at 6%; with 50% employer match about $40,493 at 4% or $26,996 at 6%; with 100% employer match about $30,370 at 4% or $20,247 at 6%. |