Civic Intelligence

The James B. Oswald Co.

Plan context: The James B. Oswald Co. 401K Plan & Trust

EIN 34-0445620 • 63 filings • 11 plans

Current Snapshot

Latest Year

2024

2024 Participants

1,013

2024 Assets

$211,959,981

2024 Contributions

$24,087,235

Historical Graphs

Total Assets Over Time

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

$211,959,981$105,979,991$0199920122024YearValue
$211,959,981Latest year 2024

Participants Over Time

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

1,0135070199920122024YearValue
1,013Latest 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
202421,013$211,959,981$24,087,235$23,778iApproximate average salary by contribution assumption: employee only about $594,453 at 4% or $396,302 at 6%; with 50% employer match about $396,302 at 4% or $264,201 at 6%; with 100% employer match about $297,226 at 4% or $198,151 at 6%.
The James B. Oswald Co. 401K Plan & Trust-1,013$211,959,981$24,087,235$23,778iApproximate average salary by contribution assumption: employee only about $594,453 at 4% or $396,302 at 6%; with 50% employer match about $396,302 at 4% or $264,201 at 6%; with 100% employer match about $297,226 at 4% or $198,151 at 6%.
Oswald Companies Welfare Benefit Plan-878---
20232747$196,288,906$10,039,486$13,440iApproximate average salary by contribution assumption: employee only about $335,994 at 4% or $223,996 at 6%; with 50% employer match about $223,996 at 4% or $149,330 at 6%; with 100% employer match about $167,997 at 4% or $111,998 at 6%.
The James B. Oswald Co. 401K Plan & Trust-747$196,288,906$10,039,486$13,440iApproximate average salary by contribution assumption: employee only about $335,994 at 4% or $223,996 at 6%; with 50% employer match about $223,996 at 4% or $149,330 at 6%; with 100% employer match about $167,997 at 4% or $111,998 at 6%.
Oswald Companies Welfare Benefit Plan-451---
20222618$169,021,148$9,318,948$15,079iApproximate average salary by contribution assumption: employee only about $376,980 at 4% or $251,320 at 6%; with 50% employer match about $251,320 at 4% or $167,547 at 6%; with 100% employer match about $188,490 at 4% or $125,660 at 6%.
The James B. Oswald Co. 401K Plan & Trust-618$169,021,148$9,318,948$15,079iApproximate average salary by contribution assumption: employee only about $376,980 at 4% or $251,320 at 6%; with 50% employer match about $251,320 at 4% or $167,547 at 6%; with 100% employer match about $188,490 at 4% or $125,660 at 6%.
Oswald Companies Welfare Benefit Plan-366---
20212399$140,150,530$6,215,811$15,578iApproximate average salary by contribution assumption: employee only about $389,462 at 4% or $259,641 at 6%; with 50% employer match about $259,641 at 4% or $173,094 at 6%; with 100% employer match about $194,731 at 4% or $129,821 at 6%.
The James B. Oswald Co. 401K Plan & Trust-380$140,150,530$6,215,811$16,357iApproximate average salary by contribution assumption: employee only about $408,935 at 4% or $272,623 at 6%; with 50% employer match about $272,623 at 4% or $181,749 at 6%; with 100% employer match about $204,467 at 4% or $136,312 at 6%.
Oswald Companies Welfare Benefit Plan-399---
20202367$89,262,540$5,773,156$15,731iApproximate average salary by contribution assumption: employee only about $393,267 at 4% or $262,178 at 6%; with 50% employer match about $262,178 at 4% or $174,785 at 6%; with 100% employer match about $196,633 at 4% or $131,089 at 6%.
The James B. Oswald Co. 401K Plan & Trust-367$89,262,540$5,773,156$15,731iApproximate average salary by contribution assumption: employee only about $393,267 at 4% or $262,178 at 6%; with 50% employer match about $262,178 at 4% or $174,785 at 6%; with 100% employer match about $196,633 at 4% or $131,089 at 6%.
Oswald Companies Welfare Benefit Plan-366---
20193392$76,665,775$43,069,779$109,872iApproximate average salary by contribution assumption: employee only about $2,746,797 at 4% or $1,831,198 at 6%; with 50% employer match about $1,831,198 at 4% or $1,220,799 at 6%; with 100% employer match about $1,373,399 at 4% or $915,599 at 6%.
The James B. Oswald Co. 401K Plan & Trust-392$76,665,775$43,069,779$109,872iApproximate average salary by contribution assumption: employee only about $2,746,797 at 4% or $1,831,198 at 6%; with 50% employer match about $1,831,198 at 4% or $1,220,799 at 6%; with 100% employer match about $1,373,399 at 4% or $915,599 at 6%.
Oswald Companies Welfare Benefit Plan-383---
The James B. Oswald Co. Employee Stock Ownership Plan-0---
20183365$72,114,480$5,253,962$14,394iApproximate average salary by contribution assumption: employee only about $359,860 at 4% or $239,907 at 6%; with 50% employer match about $239,907 at 4% or $159,938 at 6%; with 100% employer match about $179,930 at 4% or $119,953 at 6%.
The James B. Oswald Co. Employee Stock Ownership Plan-345$42,423,179$1,101,721$3,193iApproximate average salary by contribution assumption: employee only about $79,835 at 4% or $53,223 at 6%; with 50% employer match about $53,223 at 4% or $35,482 at 6%; with 100% employer match about $39,917 at 4% or $26,612 at 6%.
The James B. Oswald Co. 401K Plan & Trust-365$29,691,301$4,152,241$11,376iApproximate average salary by contribution assumption: employee only about $284,400 at 4% or $189,600 at 6%; with 50% employer match about $189,600 at 4% or $126,400 at 6%; with 100% employer match about $142,200 at 4% or $94,800 at 6%.
Oswald Companies Welfare Benefit Plan-358---
20173357$69,756,467$5,789,066$16,216iApproximate average salary by contribution assumption: employee only about $405,397 at 4% or $270,265 at 6%; with 50% employer match about $270,265 at 4% or $180,176 at 6%; with 100% employer match about $202,698 at 4% or $135,132 at 6%.
The James B. Oswald Co. Employee Stock Ownership Plan-342$39,395,979$1,070,415$3,130iApproximate average salary by contribution assumption: employee only about $78,247 at 4% or $52,164 at 6%; with 50% employer match about $52,164 at 4% or $34,776 at 6%; with 100% employer match about $39,123 at 4% or $26,082 at 6%.
The James B. Oswald Co. 401K Plan & Trust-357$30,360,488$4,718,651$13,218iApproximate average salary by contribution assumption: employee only about $330,438 at 4% or $220,292 at 6%; with 50% employer match about $220,292 at 4% or $146,861 at 6%; with 100% employer match about $165,219 at 4% or $110,146 at 6%.
Oswald Companies Welfare Benefit Plan-349---
20163356$56,451,600$5,037,799$14,151iApproximate average salary by contribution assumption: employee only about $353,778 at 4% or $235,852 at 6%; with 50% employer match about $235,852 at 4% or $157,235 at 6%; with 100% employer match about $176,889 at 4% or $117,926 at 6%.
The James B. Oswald Co. Employee Stock Ownership Plan-335$33,244,564$965,468$2,882iApproximate average salary by contribution assumption: employee only about $72,050 at 4% or $48,033 at 6%; with 50% employer match about $48,033 at 4% or $32,022 at 6%; with 100% employer match about $36,025 at 4% or $24,017 at 6%.
The James B. Oswald Co. 401K Plan & Trust-356$23,207,036$4,072,331$11,439iApproximate average salary by contribution assumption: employee only about $285,978 at 4% or $190,652 at 6%; with 50% employer match about $190,652 at 4% or $127,101 at 6%; with 100% employer match about $142,989 at 4% or $95,326 at 6%.
Oswald Companies Welfare Benefit Plan-352---
20153326$49,564,987$4,248,672$13,033iApproximate average salary by contribution assumption: employee only about $325,818 at 4% or $217,212 at 6%; with 50% employer match about $217,212 at 4% or $144,808 at 6%; with 100% employer match about $162,909 at 4% or $108,606 at 6%.
The James B. Oswald Co. Employee Stock Ownership Plan-326$30,209,551$846,184$2,596iApproximate average salary by contribution assumption: employee only about $64,891 at 4% or $43,261 at 6%; with 50% employer match about $43,261 at 4% or $28,841 at 6%; with 100% employer match about $32,446 at 4% or $21,630 at 6%.
The James B. Oswald Co. 401K Plan & Trust-310$19,355,436$3,402,488$10,976iApproximate average salary by contribution assumption: employee only about $274,394 at 4% or $182,929 at 6%; with 50% employer match about $182,929 at 4% or $121,953 at 6%; with 100% employer match about $137,197 at 4% or $91,465 at 6%.
Oswald Companies Welfare Benefit Plan-317---
20144330$47,493,616$3,408,734$10,329iApproximate average salary by contribution assumption: employee only about $258,237 at 4% or $172,158 at 6%; with 50% employer match about $172,158 at 4% or $114,772 at 6%; with 100% employer match about $129,119 at 4% or $86,079 at 6%.
The James B. Oswald Co. Employee Stock Ownership Plan-330$29,921,408$762,379$2,310iApproximate average salary by contribution assumption: employee only about $57,756 at 4% or $38,504 at 6%; with 50% employer match about $38,504 at 4% or $25,669 at 6%; with 100% employer match about $28,878 at 4% or $19,252 at 6%.
The James B. Oswald Co. 401K Plan & Trust-290$17,572,208$2,646,355$9,125iApproximate average salary by contribution assumption: employee only about $228,134 at 4% or $152,089 at 6%; with 50% employer match about $152,089 at 4% or $101,393 at 6%; with 100% employer match about $114,067 at 4% or $76,045 at 6%.
Oswald Companies Welfare Benefit Plan-276---
THE JAMES B. OSWALD COMPANY HEALTH REIMBURSEMENT PLAN-150---
20133315$39,042,608$3,182,668$10,104iApproximate average salary by contribution assumption: employee only about $252,593 at 4% or $168,395 at 6%; with 50% employer match about $168,395 at 4% or $112,263 at 6%; with 100% employer match about $126,296 at 4% or $84,198 at 6%.
The James B. Oswald Co. Employee Stock Ownership Plan-315$23,992,620$693,712$2,202iApproximate average salary by contribution assumption: employee only about $55,057 at 4% or $36,704 at 6%; with 50% employer match about $36,704 at 4% or $24,470 at 6%; with 100% employer match about $27,528 at 4% or $18,352 at 6%.
The James B. Oswald Co. 401K Plan & Trust-272$15,049,988$2,488,956$9,151iApproximate average salary by contribution assumption: employee only about $228,764 at 4% or $152,510 at 6%; with 50% employer match about $152,510 at 4% or $101,673 at 6%; with 100% employer match about $114,382 at 4% or $76,255 at 6%.
Oswald Companies Welfare Benefit Plan-263---
20123288$31,641,839$2,572,830$8,933iApproximate average salary by contribution assumption: employee only about $223,336 at 4% or $148,891 at 6%; with 50% employer match about $148,891 at 4% or $99,260 at 6%; with 100% employer match about $111,668 at 4% or $74,445 at 6%.
The James B. Oswald Co. Employee Stock Ownership Plan-288$20,528,535$1,230,000$4,271iApproximate average salary by contribution assumption: employee only about $106,771 at 4% or $71,181 at 6%; with 50% employer match about $71,181 at 4% or $47,454 at 6%; with 100% employer match about $53,385 at 4% or $35,590 at 6%.
The James B. Oswald Co. 401K Plan & Trust-254$11,113,304$1,342,830$5,287iApproximate average salary by contribution assumption: employee only about $132,168 at 4% or $88,112 at 6%; with 50% employer match about $88,112 at 4% or $58,741 at 6%; with 100% employer match about $66,084 at 4% or $44,056 at 6%.
Oswald Companies Welfare Benefit Plan-244---
20113262$27,652,776$2,332,706$8,903iApproximate average salary by contribution assumption: employee only about $222,586 at 4% or $148,391 at 6%; with 50% employer match about $148,391 at 4% or $98,927 at 6%; with 100% employer match about $111,293 at 4% or $74,195 at 6%.
The James B. Oswald Co. Employee Stock Ownership Plan-262$18,128,739$1,000,000$3,817iApproximate average salary by contribution assumption: employee only about $95,420 at 4% or $63,613 at 6%; with 50% employer match about $63,613 at 4% or $42,409 at 6%; with 100% employer match about $47,710 at 4% or $31,807 at 6%.
The James B. Oswald Co. 401K Plan & Trust-249$9,524,037$1,332,706$5,352iApproximate average salary by contribution assumption: employee only about $133,806 at 4% or $89,204 at 6%; with 50% employer match about $89,204 at 4% or $59,469 at 6%; with 100% employer match about $66,903 at 4% or $44,602 at 6%.
Oswald Companies Welfare Benefit Plan-239---
20103238$24,875,335$2,257,883$9,487iApproximate average salary by contribution assumption: employee only about $237,173 at 4% or $158,115 at 6%; with 50% employer match about $158,115 at 4% or $105,410 at 6%; with 100% employer match about $118,586 at 4% or $79,058 at 6%.
The James B. Oswald Co. Employee Stock Ownership Plan-220$15,578,067$1,100,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
The James B. Oswald Co. 401K Plan & Trust-238$9,297,268$1,157,883$4,865iApproximate average salary by contribution assumption: employee only about $121,626 at 4% or $81,084 at 6%; with 50% employer match about $81,084 at 4% or $54,056 at 6%; with 100% employer match about $60,813 at 4% or $40,542 at 6%.
Oswald Companies Welfare Benefit Plan-227---
20092236$8,167,763$1,041,377$4,413iApproximate average salary by contribution assumption: employee only about $110,315 at 4% or $73,544 at 6%; with 50% employer match about $73,544 at 4% or $49,029 at 6%; with 100% employer match about $55,158 at 4% or $36,772 at 6%.
The James B. Oswald Co. 401K Plan & Trust-236$8,167,763$1,041,377$4,413iApproximate average salary by contribution assumption: employee only about $110,315 at 4% or $73,544 at 6%; with 50% employer match about $73,544 at 4% or $49,029 at 6%; with 100% employer match about $55,158 at 4% or $36,772 at 6%.
Oswald Companies Welfare Benefit Plan-219---
20082225$6,012,038$1,197,884$5,324iApproximate average salary by contribution assumption: employee only about $133,098 at 4% or $88,732 at 6%; with 50% employer match about $88,732 at 4% or $59,155 at 6%; with 100% employer match about $66,549 at 4% or $44,366 at 6%.
The James B. Oswald Co. 401K Plan & Trust-225$6,012,038$1,197,884$5,324iApproximate average salary by contribution assumption: employee only about $133,098 at 4% or $88,732 at 6%; with 50% employer match about $88,732 at 4% or $59,155 at 6%; with 100% employer match about $66,549 at 4% or $44,366 at 6%.
Oswald Companies Welfare Benefit Plan-208---
20072220$7,665,438$1,006,595$4,575iApproximate average salary by contribution assumption: employee only about $114,386 at 4% or $76,257 at 6%; with 50% employer match about $76,257 at 4% or $50,838 at 6%; with 100% employer match about $57,193 at 4% or $38,129 at 6%.
The James B. Oswald Co. 401K Plan & Trust-220$7,665,438$1,006,595$4,575iApproximate average salary by contribution assumption: employee only about $114,386 at 4% or $76,257 at 6%; with 50% employer match about $76,257 at 4% or $50,838 at 6%; with 100% employer match about $57,193 at 4% or $38,129 at 6%.
Oswald Companies Welfare Benefit Plan-206---
20062217$6,252,877$1,090,815$5,027iApproximate average salary by contribution assumption: employee only about $125,670 at 4% or $83,780 at 6%; with 50% employer match about $83,780 at 4% or $55,853 at 6%; with 100% employer match about $62,835 at 4% or $41,890 at 6%.
The James B. Oswald Co. 401K Plan & Trust-217$6,252,877$1,090,815$5,027iApproximate average salary by contribution assumption: employee only about $125,670 at 4% or $83,780 at 6%; with 50% employer match about $83,780 at 4% or $55,853 at 6%; with 100% employer match about $62,835 at 4% or $41,890 at 6%.
Oswald Companies Welfare Benefit Plan-205---
20051167$4,699,473$898,548$5,381iApproximate average salary by contribution assumption: employee only about $134,513 at 4% or $89,675 at 6%; with 50% employer match about $89,675 at 4% or $59,784 at 6%; with 100% employer match about $67,257 at 4% or $44,838 at 6%.
The James B. Oswald Co. 401K Plan & Trust-167$4,699,473$898,548$5,381iApproximate average salary by contribution assumption: employee only about $134,513 at 4% or $89,675 at 6%; with 50% employer match about $89,675 at 4% or $59,784 at 6%; with 100% employer match about $67,257 at 4% or $44,838 at 6%.
20042136$11,727,366$1,329,525$9,776iApproximate average salary by contribution assumption: employee only about $244,398 at 4% or $162,932 at 6%; with 50% employer match about $162,932 at 4% or $108,621 at 6%; with 100% employer match about $122,199 at 4% or $81,466 at 6%.
The James B. Oswald Co. Employee Stock Ownership Plan-134$8,244,211$550,000$4,104iApproximate average salary by contribution assumption: employee only about $102,612 at 4% or $68,408 at 6%; with 50% employer match about $68,408 at 4% or $45,605 at 6%; with 100% employer match about $51,306 at 4% or $34,204 at 6%.
The James B. Oswald Co. 401K Plan & Trust-136$3,483,155$779,525$5,732iApproximate average salary by contribution assumption: employee only about $143,295 at 4% or $95,530 at 6%; with 50% employer match about $95,530 at 4% or $63,687 at 6%; with 100% employer match about $71,648 at 4% or $47,765 at 6%.
20032119$9,364,062$948,343$7,969iApproximate average salary by contribution assumption: employee only about $199,232 at 4% or $132,821 at 6%; with 50% employer match about $132,821 at 4% or $88,547 at 6%; with 100% employer match about $99,616 at 4% or $66,411 at 6%.
The James B. Oswald Co. Employee Stock Ownership Plan-111$6,933,358$450,000$4,054iApproximate average salary by contribution assumption: employee only about $101,351 at 4% or $67,568 at 6%; with 50% employer match about $67,568 at 4% or $45,045 at 6%; with 100% employer match about $50,676 at 4% or $33,784 at 6%.
The James B. Oswald Co. 401K Plan & Trust-119$2,430,704$498,343$4,188iApproximate average salary by contribution assumption: employee only about $104,694 at 4% or $69,796 at 6%; with 50% employer match about $69,796 at 4% or $46,531 at 6%; with 100% employer match about $52,347 at 4% or $34,898 at 6%.
20022102$6,308,812$300,000$2,941iApproximate average salary by contribution assumption: employee only about $73,529 at 4% or $49,020 at 6%; with 50% employer match about $49,020 at 4% or $32,680 at 6%; with 100% employer match about $36,765 at 4% or $24,510 at 6%.
The James B. Oswald Co. Employee Stock Ownership Plan-92$6,308,812$300,000$3,261iApproximate average salary by contribution assumption: employee only about $81,522 at 4% or $54,348 at 6%; with 50% employer match about $54,348 at 4% or $36,232 at 6%; with 100% employer match about $40,761 at 4% or $27,174 at 6%.
The James B. Oswald Co. 401K Plan & Trust-102---
2001286$7,867,381$567,618$6,600iApproximate average salary by contribution assumption: employee only about $165,005 at 4% or $110,003 at 6%; with 50% employer match about $110,003 at 4% or $73,336 at 6%; with 100% employer match about $82,503 at 4% or $55,002 at 6%.
The James B. Oswald Co. Employee Stock Ownership Plan-86$5,706,407$250,000$2,907iApproximate average salary by contribution assumption: employee only about $72,674 at 4% or $48,450 at 6%; with 50% employer match about $48,450 at 4% or $32,300 at 6%; with 100% employer match about $36,337 at 4% or $24,225 at 6%.
The James B. Oswald Co. 401K Plan & Trust-72$2,160,974$317,618$4,411iApproximate average salary by contribution assumption: employee only about $110,284 at 4% or $73,523 at 6%; with 50% employer match about $73,523 at 4% or $49,015 at 6%; with 100% employer match about $55,142 at 4% or $36,761 at 6%.
2000374$5,146,260$250,000$3,378iApproximate average salary by contribution assumption: employee only about $84,459 at 4% or $56,306 at 6%; with 50% employer match about $56,306 at 4% or $37,538 at 6%; with 100% employer match about $42,230 at 4% or $28,153 at 6%.
The James B. Oswald Co. Employee Stock Ownership Plan-74$5,146,260$250,000$3,378iApproximate average salary by contribution assumption: employee only about $84,459 at 4% or $56,306 at 6%; with 50% employer match about $56,306 at 4% or $37,538 at 6%; with 100% employer match about $42,230 at 4% or $28,153 at 6%.
The James B. Oswald Co. 401K Plan & Trust-66---
Oswald Companies Welfare Benefit Plan-0---
1999276$11,291,335$687,290$9,043iApproximate average salary by contribution assumption: employee only about $226,082 at 4% or $150,721 at 6%; with 50% employer match about $150,721 at 4% or $100,481 at 6%; with 100% employer match about $113,041 at 4% or $75,361 at 6%.
The James B. Oswald Co. Employee Stock Ownership Plan-76$8,791,666$274,377$3,610iApproximate average salary by contribution assumption: employee only about $90,256 at 4% or $60,170 at 6%; with 50% employer match about $60,170 at 4% or $40,114 at 6%; with 100% employer match about $45,128 at 4% or $30,085 at 6%.
The James B. Oswald Co. 401K Plan & Trust-71$2,499,669$412,913$5,816iApproximate average salary by contribution assumption: employee only about $145,392 at 4% or $96,928 at 6%; with 50% employer match about $96,928 at 4% or $64,619 at 6%; with 100% employer match about $72,696 at 4% or $48,464 at 6%.