Oak Grove Institute
Plan context: Oak Grove Institute Foundation Inc. 401(K) Plan
EIN 33-0470446 • 44 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
336
2024 Assets
$4,877,403
2024 Contributions
$534,178
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 | 336 | $4,877,403 | $534,178 | $1,590iApproximate average salary by contribution assumption: employee only about $39,745 at 4% or $26,497 at 6%; with 50% employer match about $26,497 at 4% or $17,665 at 6%; with 100% employer match about $19,873 at 4% or $13,248 at 6%. |
| Oak Grove Institute Foundation Inc. 401(K) Plan | - | 336 | $4,877,403 | $534,178 | $1,590iApproximate average salary by contribution assumption: employee only about $39,745 at 4% or $26,497 at 6%; with 50% employer match about $26,497 at 4% or $17,665 at 6%; with 100% employer match about $19,873 at 4% or $13,248 at 6%. |
| Oak Grove Benefit Plan | - | 335 | - | - | - |
| 2023 | 2 | 322 | $4,249,498 | $440,528 | $1,368iApproximate average salary by contribution assumption: employee only about $34,202 at 4% or $22,802 at 6%; with 50% employer match about $22,802 at 4% or $15,201 at 6%; with 100% employer match about $17,101 at 4% or $11,401 at 6%. |
| Oak Grove Institute Foundation Inc. 401(K) Plan | - | 322 | $4,249,498 | $440,528 | $1,368iApproximate average salary by contribution assumption: employee only about $34,202 at 4% or $22,802 at 6%; with 50% employer match about $22,802 at 4% or $15,201 at 6%; with 100% employer match about $17,101 at 4% or $11,401 at 6%. |
| Oak Grove Benefit Plan | - | 288 | - | - | - |
| 2022 | 2 | 303 | $3,373,892 | $382,907 | $1,264iApproximate average salary by contribution assumption: employee only about $31,593 at 4% or $21,062 at 6%; with 50% employer match about $21,062 at 4% or $14,041 at 6%; with 100% employer match about $15,796 at 4% or $10,531 at 6%. |
| Oak Grove Institute Foundation Inc. 401(K) Plan | - | 303 | $3,373,892 | $382,907 | $1,264iApproximate average salary by contribution assumption: employee only about $31,593 at 4% or $21,062 at 6%; with 50% employer match about $21,062 at 4% or $14,041 at 6%; with 100% employer match about $15,796 at 4% or $10,531 at 6%. |
| Oak Grove Benefit Plan | - | 259 | - | - | - |
| 2021 | 2 | 281 | $4,516,872 | $285,420 | $1,016iApproximate average salary by contribution assumption: employee only about $25,393 at 4% or $16,929 at 6%; with 50% employer match about $16,929 at 4% or $11,286 at 6%; with 100% employer match about $12,697 at 4% or $8,464 at 6%. |
| Oak Grove Institute Foundation Inc. 401(K) Plan | - | 281 | $4,516,872 | $285,420 | $1,016iApproximate average salary by contribution assumption: employee only about $25,393 at 4% or $16,929 at 6%; with 50% employer match about $16,929 at 4% or $11,286 at 6%; with 100% employer match about $12,697 at 4% or $8,464 at 6%. |
| Oak Grove Benefit Plan | - | 263 | - | - | - |
| 2020 | 2 | 301 | $3,786,223 | $280,687 | $933iApproximate average salary by contribution assumption: employee only about $23,313 at 4% or $15,542 at 6%; with 50% employer match about $15,542 at 4% or $10,361 at 6%; with 100% employer match about $11,656 at 4% or $7,771 at 6%. |
| Oak Grove Institute Foundation Inc. 401(K) Plan | - | 301 | $3,786,223 | $280,687 | $933iApproximate average salary by contribution assumption: employee only about $23,313 at 4% or $15,542 at 6%; with 50% employer match about $15,542 at 4% or $10,361 at 6%; with 100% employer match about $11,656 at 4% or $7,771 at 6%. |
| Oak Grove Benefit Plan | - | 282 | - | - | - |
| 2019 | 2 | 330 | $3,073,585 | $278,559 | $844iApproximate average salary by contribution assumption: employee only about $21,103 at 4% or $14,069 at 6%; with 50% employer match about $14,069 at 4% or $9,379 at 6%; with 100% employer match about $10,551 at 4% or $7,034 at 6%. |
| Oak Grove Institute Foundation Inc. 401(K) Plan | - | 330 | $3,073,585 | $278,559 | $844iApproximate average salary by contribution assumption: employee only about $21,103 at 4% or $14,069 at 6%; with 50% employer match about $14,069 at 4% or $9,379 at 6%; with 100% employer match about $10,551 at 4% or $7,034 at 6%. |
| Oak Grove Benefit Plan | - | 277 | - | - | - |
| 2018 | 2 | 330 | $2,405,787 | $281,710 | $854iApproximate average salary by contribution assumption: employee only about $21,342 at 4% or $14,228 at 6%; with 50% employer match about $14,228 at 4% or $9,485 at 6%; with 100% employer match about $10,671 at 4% or $7,114 at 6%. |
| Oak Grove Institute Foundation Inc. 401(K) Plan | - | 330 | $2,405,787 | $281,710 | $854iApproximate average salary by contribution assumption: employee only about $21,342 at 4% or $14,228 at 6%; with 50% employer match about $14,228 at 4% or $9,485 at 6%; with 100% employer match about $10,671 at 4% or $7,114 at 6%. |
| Oak Grove Benefit Plan | - | 256 | - | - | - |
| 2017 | 2 | 375 | $2,434,691 | $326,270 | $870iApproximate average salary by contribution assumption: employee only about $21,751 at 4% or $14,501 at 6%; with 50% employer match about $14,501 at 4% or $9,667 at 6%; with 100% employer match about $10,876 at 4% or $7,250 at 6%. |
| Oak Grove Institute Foundation Inc. 401(K) Plan | - | 354 | $2,434,691 | $326,270 | $922iApproximate average salary by contribution assumption: employee only about $23,042 at 4% or $15,361 at 6%; with 50% employer match about $15,361 at 4% or $10,241 at 6%; with 100% employer match about $11,521 at 4% or $7,681 at 6%. |
| Oak Grove Benefit Plan | - | 375 | - | - | - |
| 2016 | 2 | 380 | $1,839,635 | $254,982 | $671iApproximate average salary by contribution assumption: employee only about $16,775 at 4% or $11,183 at 6%; with 50% employer match about $11,183 at 4% or $7,456 at 6%; with 100% employer match about $8,388 at 4% or $5,592 at 6%. |
| Oak Grove Institute Foundation Inc. 401(K) Plan | - | 352 | $1,839,635 | $254,982 | $724iApproximate average salary by contribution assumption: employee only about $18,110 at 4% or $12,073 at 6%; with 50% employer match about $12,073 at 4% or $8,049 at 6%; with 100% employer match about $9,055 at 4% or $6,037 at 6%. |
| Oak Grove Benefit Plan | - | 380 | - | - | - |
| 2015 | 2 | 373 | $1,627,372 | $227,272 | $609iApproximate average salary by contribution assumption: employee only about $15,233 at 4% or $10,155 at 6%; with 50% employer match about $10,155 at 4% or $6,770 at 6%; with 100% employer match about $7,616 at 4% or $5,078 at 6%. |
| Oak Grove Institute Foundation Inc. 401(K) Plan | - | 339 | $1,627,372 | $227,272 | $670iApproximate average salary by contribution assumption: employee only about $16,760 at 4% or $11,174 at 6%; with 50% employer match about $11,174 at 4% or $7,449 at 6%; with 100% employer match about $8,380 at 4% or $5,587 at 6%. |
| Oak Grove Benefit Plan | - | 373 | - | - | - |
| 2014 | 2 | 347 | $1,512,693 | $192,121 | $554iApproximate average salary by contribution assumption: employee only about $13,842 at 4% or $9,228 at 6%; with 50% employer match about $9,228 at 4% or $6,152 at 6%; with 100% employer match about $6,921 at 4% or $4,614 at 6%. |
| Oak Grove Institute Foundation Inc. 401(K) Plan | - | 329 | $1,512,693 | $192,121 | $584iApproximate average salary by contribution assumption: employee only about $14,599 at 4% or $9,733 at 6%; with 50% employer match about $9,733 at 4% or $6,488 at 6%; with 100% employer match about $7,299 at 4% or $4,866 at 6%. |
| Oak Grove Benefit Plan | - | 347 | - | - | - |
| 2013 | 2 | 336 | $1,303,089 | $182,933 | $544iApproximate average salary by contribution assumption: employee only about $13,611 at 4% or $9,074 at 6%; with 50% employer match about $9,074 at 4% or $6,049 at 6%; with 100% employer match about $6,806 at 4% or $4,537 at 6%. |
| Oak Grove Institute Foundation Inc. 401(K) Plan | - | 301 | $1,303,089 | $182,933 | $608iApproximate average salary by contribution assumption: employee only about $15,194 at 4% or $10,129 at 6%; with 50% employer match about $10,129 at 4% or $6,753 at 6%; with 100% employer match about $7,597 at 4% or $5,065 at 6%. |
| Oak Grove Benefit Plan | - | 336 | - | - | - |
| 2012 | 2 | 319 | $973,061 | $136,578 | $428iApproximate average salary by contribution assumption: employee only about $10,704 at 4% or $7,136 at 6%; with 50% employer match about $7,136 at 4% or $4,757 at 6%; with 100% employer match about $5,352 at 4% or $3,568 at 6%. |
| Oak Grove Institute Foundation Inc. 401(K) Plan | - | 254 | $973,061 | $136,578 | $538iApproximate average salary by contribution assumption: employee only about $13,443 at 4% or $8,962 at 6%; with 50% employer match about $8,962 at 4% or $5,975 at 6%; with 100% employer match about $6,721 at 4% or $4,481 at 6%. |
| Oak Grove Benefit Plan | - | 319 | - | - | - |
| 2011 | 2 | 288 | $932,330 | $142,989 | $496iApproximate average salary by contribution assumption: employee only about $12,412 at 4% or $8,275 at 6%; with 50% employer match about $8,275 at 4% or $5,517 at 6%; with 100% employer match about $6,206 at 4% or $4,137 at 6%. |
| Oak Grove Institute Foundation Inc. 401(K) Plan | - | 288 | $932,330 | $142,989 | $496iApproximate average salary by contribution assumption: employee only about $12,412 at 4% or $8,275 at 6%; with 50% employer match about $8,275 at 4% or $5,517 at 6%; with 100% employer match about $6,206 at 4% or $4,137 at 6%. |
| Oak Grove Benefit Plan | - | 288 | - | - | - |
| 2010 | 2 | 247 | $988,678 | $174,483 | $706iApproximate average salary by contribution assumption: employee only about $17,660 at 4% or $11,773 at 6%; with 50% employer match about $11,773 at 4% or $7,849 at 6%; with 100% employer match about $8,830 at 4% or $5,887 at 6%. |
| Oak Grove Institute Foundation Inc. 401(K) Plan | - | 243 | $988,678 | $174,483 | $718iApproximate average salary by contribution assumption: employee only about $17,951 at 4% or $11,967 at 6%; with 50% employer match about $11,967 at 4% or $7,978 at 6%; with 100% employer match about $8,975 at 4% or $5,984 at 6%. |
| Oak Grove Benefit Plan | - | 247 | - | - | - |
| 2009 | 2 | 242 | $885,053 | $225,018 | $930iApproximate average salary by contribution assumption: employee only about $23,246 at 4% or $15,497 at 6%; with 50% employer match about $15,497 at 4% or $10,331 at 6%; with 100% employer match about $11,623 at 4% or $7,749 at 6%. |
| Oak Grove Institute Foundation Inc. 401(K) Plan | - | 242 | $885,053 | $225,018 | $930iApproximate average salary by contribution assumption: employee only about $23,246 at 4% or $15,497 at 6%; with 50% employer match about $15,497 at 4% or $10,331 at 6%; with 100% employer match about $11,623 at 4% or $7,749 at 6%. |
| Oak Grove Benefit Plan | - | 120 | - | - | - |
| 2008 | 1 | 274 | $518,306 | $209,904 | $766iApproximate average salary by contribution assumption: employee only about $19,152 at 4% or $12,768 at 6%; with 50% employer match about $12,768 at 4% or $8,512 at 6%; with 100% employer match about $9,576 at 4% or $6,384 at 6%. |
| Oak Grove Institute Foundation Inc. 401(K) Plan | - | 274 | $518,306 | $209,904 | $766iApproximate average salary by contribution assumption: employee only about $19,152 at 4% or $12,768 at 6%; with 50% employer match about $12,768 at 4% or $8,512 at 6%; with 100% employer match about $9,576 at 4% or $6,384 at 6%. |
| 2007 | 1 | 406 | $603,367 | $222,698 | $549iApproximate average salary by contribution assumption: employee only about $13,713 at 4% or $9,142 at 6%; with 50% employer match about $9,142 at 4% or $6,095 at 6%; with 100% employer match about $6,856 at 4% or $4,571 at 6%. |
| Oak Grove Institute Foundation Inc. 401(K) Plan | - | 406 | $603,367 | $222,698 | $549iApproximate average salary by contribution assumption: employee only about $13,713 at 4% or $9,142 at 6%; with 50% employer match about $9,142 at 4% or $6,095 at 6%; with 100% employer match about $6,856 at 4% or $4,571 at 6%. |
| 2006 | 1 | 361 | $378,381 | $200,760 | $556iApproximate average salary by contribution assumption: employee only about $13,903 at 4% or $9,269 at 6%; with 50% employer match about $9,269 at 4% or $6,179 at 6%; with 100% employer match about $6,952 at 4% or $4,634 at 6%. |
| Oak Grove Institute Foundation Inc. 401(K) Plan | - | 361 | $378,381 | $200,760 | $556iApproximate average salary by contribution assumption: employee only about $13,903 at 4% or $9,269 at 6%; with 50% employer match about $9,269 at 4% or $6,179 at 6%; with 100% employer match about $6,952 at 4% or $4,634 at 6%. |
| 2005 | 2 | 325 | $168,100 | $160,177 | $493iApproximate average salary by contribution assumption: employee only about $12,321 at 4% or $8,214 at 6%; with 50% employer match about $8,214 at 4% or $5,476 at 6%; with 100% employer match about $6,161 at 4% or $4,107 at 6%. |
| Oak Grove Institute Foundation Inc. 401(K) Plan | - | 325 | $168,100 | $160,177 | $493iApproximate average salary by contribution assumption: employee only about $12,321 at 4% or $8,214 at 6%; with 50% employer match about $8,214 at 4% or $5,476 at 6%; with 100% employer match about $6,161 at 4% or $4,107 at 6%. |
| Oak Grove Benefit Plan | - | 255 | - | - | - |
| 2004 | 1 | 253 | $0 | $0 | - |
| Oak Grove Benefit Plan | - | 253 | - | - | - |
| 2003 | 1 | 265 | $0 | $0 | - |
| Oak Grove Benefit Plan | - | 265 | - | - | - |
| 2002 | 1 | 256 | $0 | $0 | - |
| Oak Grove Benefit Plan | - | 256 | - | - | - |
| 2001 | 2 | 102 | $0 | $0 | - |
| Oak Grove Benefit Plan | - | 102 | - | - | - |
| Oak Grove Institute Tax Sheltered Annuity Plan | - | 0 | - | - | - |
| 2000 | 1 | 0 | $0 | $0 | - |
| Oak Grove Institute Tax Sheltered Annuity Plan | - | 0 | - | - | - |
| 1999 | 1 | 0 | $0 | $0 | - |
| Oak Grove Institute Tax Sheltered Annuity Plan | - | 0 | - | - | - |