Oak Associates Ltd.
Plan context: Oak Associates Profit-Sharing Plan
EIN 34-1818085 • Akron, OH • 29 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
9
2024 Assets
$43,933,151
2024 Contributions
$577,959
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 | 9 | $43,933,151 | $577,959 | $64,218iApproximate average salary by contribution assumption: employee only about $1,605,442 at 4% or $1,070,294 at 6%; with 50% employer match about $1,070,294 at 4% or $713,530 at 6%; with 100% employer match about $802,721 at 4% or $535,147 at 6%. |
| Oak Associates Profit-Sharing Plan | - | 9 | $43,915,374 | $314,957 | $34,995iApproximate average salary by contribution assumption: employee only about $874,881 at 4% or $583,254 at 6%; with 50% employer match about $583,254 at 4% or $388,836 at 6%; with 100% employer match about $437,440 at 4% or $291,627 at 6%. |
| OAK ASSOCIATES SOCA BENEFIT PLAN | - | 9 | $17,777 | $263,002 | $29,222iApproximate average salary by contribution assumption: employee only about $730,561 at 4% or $487,041 at 6%; with 50% employer match about $487,041 at 4% or $324,694 at 6%; with 100% employer match about $365,281 at 4% or $243,520 at 6%. |
| 2023 | 2 | 10 | $36,798,715 | $519,652 | $51,965iApproximate average salary by contribution assumption: employee only about $1,299,130 at 4% or $866,087 at 6%; with 50% employer match about $866,087 at 4% or $577,391 at 6%; with 100% employer match about $649,565 at 4% or $433,043 at 6%. |
| Oak Associates Profit-Sharing Plan | - | 10 | $36,781,047 | $244,844 | $24,484iApproximate average salary by contribution assumption: employee only about $612,110 at 4% or $408,073 at 6%; with 50% employer match about $408,073 at 4% or $272,049 at 6%; with 100% employer match about $306,055 at 4% or $204,037 at 6%. |
| OAK ASSOCIATES SOCA BENEFIT PLAN | - | 10 | $17,668 | $274,808 | $27,481iApproximate average salary by contribution assumption: employee only about $687,020 at 4% or $458,013 at 6%; with 50% employer match about $458,013 at 4% or $305,342 at 6%; with 100% employer match about $343,510 at 4% or $229,007 at 6%. |
| 2022 | 2 | 11 | $28,134,102 | $497,049 | $45,186iApproximate average salary by contribution assumption: employee only about $1,129,657 at 4% or $753,105 at 6%; with 50% employer match about $753,105 at 4% or $502,070 at 6%; with 100% employer match about $564,828 at 4% or $376,552 at 6%. |
| Oak Associates Profit-Sharing Plan | - | 11 | $28,119,691 | $250,894 | $22,809iApproximate average salary by contribution assumption: employee only about $570,214 at 4% or $380,142 at 6%; with 50% employer match about $380,142 at 4% or $253,428 at 6%; with 100% employer match about $285,107 at 4% or $190,071 at 6%. |
| OAK ASSOCIATES SOCA BENEFIT PLAN | - | 11 | $14,411 | $246,155 | $22,378iApproximate average salary by contribution assumption: employee only about $559,443 at 4% or $372,962 at 6%; with 50% employer match about $372,962 at 4% or $248,641 at 6%; with 100% employer match about $279,722 at 4% or $186,481 at 6%. |
| 2021 | 2 | 13 | $39,776,331 | $497,212 | $38,247iApproximate average salary by contribution assumption: employee only about $956,177 at 4% or $637,451 at 6%; with 50% employer match about $637,451 at 4% or $424,968 at 6%; with 100% employer match about $478,088 at 4% or $318,726 at 6%. |
| Oak Associates Profit-Sharing Plan | - | 13 | $39,770,683 | $254,852 | $19,604iApproximate average salary by contribution assumption: employee only about $490,100 at 4% or $326,733 at 6%; with 50% employer match about $326,733 at 4% or $217,822 at 6%; with 100% employer match about $245,050 at 4% or $163,367 at 6%. |
| OAK ASSOCIATES SOCA BENEFIT PLAN | - | 12 | $5,648 | $242,360 | $20,197iApproximate average salary by contribution assumption: employee only about $504,917 at 4% or $336,611 at 6%; with 50% employer match about $336,611 at 4% or $224,407 at 6%; with 100% employer match about $252,458 at 4% or $168,306 at 6%. |
| 2020 | 1 | 13 | $32,448,523 | $123,113 | $9,470iApproximate average salary by contribution assumption: employee only about $236,756 at 4% or $157,837 at 6%; with 50% employer match about $157,837 at 4% or $105,225 at 6%; with 100% employer match about $118,378 at 4% or $78,919 at 6%. |
| Oak Associates Profit-Sharing Plan | - | 13 | $32,448,523 | $123,113 | $9,470iApproximate average salary by contribution assumption: employee only about $236,756 at 4% or $157,837 at 6%; with 50% employer match about $157,837 at 4% or $105,225 at 6%; with 100% employer match about $118,378 at 4% or $78,919 at 6%. |
| 2019 | 1 | 15 | $29,195,995 | $544,208 | $36,281iApproximate average salary by contribution assumption: employee only about $907,013 at 4% or $604,676 at 6%; with 50% employer match about $604,676 at 4% or $403,117 at 6%; with 100% employer match about $453,507 at 4% or $302,338 at 6%. |
| Oak Associates Profit-Sharing Plan | - | 15 | $29,195,995 | $544,208 | $36,281iApproximate average salary by contribution assumption: employee only about $907,013 at 4% or $604,676 at 6%; with 50% employer match about $604,676 at 4% or $403,117 at 6%; with 100% employer match about $453,507 at 4% or $302,338 at 6%. |
| 2018 | 1 | 16 | $22,904,373 | $514,148 | $32,134iApproximate average salary by contribution assumption: employee only about $803,356 at 4% or $535,571 at 6%; with 50% employer match about $535,571 at 4% or $357,047 at 6%; with 100% employer match about $401,678 at 4% or $267,785 at 6%. |
| Oak Associates Profit-Sharing Plan | - | 16 | $22,904,373 | $514,148 | $32,134iApproximate average salary by contribution assumption: employee only about $803,356 at 4% or $535,571 at 6%; with 50% employer match about $535,571 at 4% or $357,047 at 6%; with 100% employer match about $401,678 at 4% or $267,785 at 6%. |
| 2017 | 1 | 18 | $23,247,831 | $466,550 | $25,919iApproximate average salary by contribution assumption: employee only about $647,986 at 4% or $431,991 at 6%; with 50% employer match about $431,991 at 4% or $287,994 at 6%; with 100% employer match about $323,993 at 4% or $215,995 at 6%. |
| Oak Associates Profit-Sharing Plan | - | 18 | $23,247,831 | $466,550 | $25,919iApproximate average salary by contribution assumption: employee only about $647,986 at 4% or $431,991 at 6%; with 50% employer match about $431,991 at 4% or $287,994 at 6%; with 100% employer match about $323,993 at 4% or $215,995 at 6%. |
| 2016 | 1 | 17 | $18,310,002 | $365,273 | $21,487iApproximate average salary by contribution assumption: employee only about $537,166 at 4% or $358,111 at 6%; with 50% employer match about $358,111 at 4% or $238,741 at 6%; with 100% employer match about $268,583 at 4% or $179,055 at 6%. |
| Oak Associates Profit-Sharing Plan | - | 17 | $18,310,002 | $365,273 | $21,487iApproximate average salary by contribution assumption: employee only about $537,166 at 4% or $358,111 at 6%; with 50% employer match about $358,111 at 4% or $238,741 at 6%; with 100% employer match about $268,583 at 4% or $179,055 at 6%. |
| 2015 | 1 | 15 | $16,498,128 | $335,428 | $22,362iApproximate average salary by contribution assumption: employee only about $559,047 at 4% or $372,698 at 6%; with 50% employer match about $372,698 at 4% or $248,465 at 6%; with 100% employer match about $279,523 at 4% or $186,349 at 6%. |
| Oak Associates Profit-Sharing Plan | - | 15 | $16,498,128 | $335,428 | $22,362iApproximate average salary by contribution assumption: employee only about $559,047 at 4% or $372,698 at 6%; with 50% employer match about $372,698 at 4% or $248,465 at 6%; with 100% employer match about $279,523 at 4% or $186,349 at 6%. |
| 2014 | 1 | 18 | $15,487,904 | $371,003 | $20,611iApproximate average salary by contribution assumption: employee only about $515,282 at 4% or $343,521 at 6%; with 50% employer match about $343,521 at 4% or $229,014 at 6%; with 100% employer match about $257,641 at 4% or $171,761 at 6%. |
| Oak Associates Profit-Sharing Plan | - | 18 | $15,487,904 | $371,003 | $20,611iApproximate average salary by contribution assumption: employee only about $515,282 at 4% or $343,521 at 6%; with 50% employer match about $343,521 at 4% or $229,014 at 6%; with 100% employer match about $257,641 at 4% or $171,761 at 6%. |
| 2013 | 1 | 17 | $14,062,953 | $319,917 | $18,819iApproximate average salary by contribution assumption: employee only about $470,466 at 4% or $313,644 at 6%; with 50% employer match about $313,644 at 4% or $209,096 at 6%; with 100% employer match about $235,233 at 4% or $156,822 at 6%. |
| Oak Associates Profit-Sharing Plan | - | 17 | $14,062,953 | $319,917 | $18,819iApproximate average salary by contribution assumption: employee only about $470,466 at 4% or $313,644 at 6%; with 50% employer match about $313,644 at 4% or $209,096 at 6%; with 100% employer match about $235,233 at 4% or $156,822 at 6%. |
| 2012 | 1 | 17 | $10,446,070 | $188,219 | $11,072iApproximate average salary by contribution assumption: employee only about $276,793 at 4% or $184,528 at 6%; with 50% employer match about $184,528 at 4% or $123,019 at 6%; with 100% employer match about $138,396 at 4% or $92,264 at 6%. |
| Oak Associates Profit-Sharing Plan | - | 17 | $10,446,070 | $188,219 | $11,072iApproximate average salary by contribution assumption: employee only about $276,793 at 4% or $184,528 at 6%; with 50% employer match about $184,528 at 4% or $123,019 at 6%; with 100% employer match about $138,396 at 4% or $92,264 at 6%. |
| 2011 | 1 | 19 | $10,549,778 | $257,191 | $13,536iApproximate average salary by contribution assumption: employee only about $338,409 at 4% or $225,606 at 6%; with 50% employer match about $225,606 at 4% or $150,404 at 6%; with 100% employer match about $169,205 at 4% or $112,803 at 6%. |
| Oak Associates Profit-Sharing Plan | - | 19 | $10,549,778 | $257,191 | $13,536iApproximate average salary by contribution assumption: employee only about $338,409 at 4% or $225,606 at 6%; with 50% employer match about $225,606 at 4% or $150,404 at 6%; with 100% employer match about $169,205 at 4% or $112,803 at 6%. |
| 2010 | 1 | 17 | $10,927,257 | $217,497 | $12,794iApproximate average salary by contribution assumption: employee only about $319,849 at 4% or $213,232 at 6%; with 50% employer match about $213,232 at 4% or $142,155 at 6%; with 100% employer match about $159,924 at 4% or $106,616 at 6%. |
| Oak Associates Profit-Sharing Plan | - | 17 | $10,927,257 | $217,497 | $12,794iApproximate average salary by contribution assumption: employee only about $319,849 at 4% or $213,232 at 6%; with 50% employer match about $213,232 at 4% or $142,155 at 6%; with 100% employer match about $159,924 at 4% or $106,616 at 6%. |
| 2009 | 1 | 25 | $9,642,809 | $76,311 | $3,052iApproximate average salary by contribution assumption: employee only about $76,311 at 4% or $50,874 at 6%; with 50% employer match about $50,874 at 4% or $33,916 at 6%; with 100% employer match about $38,156 at 4% or $25,437 at 6%. |
| Oak Associates Profit-Sharing Plan | - | 25 | $9,642,809 | $76,311 | $3,052iApproximate average salary by contribution assumption: employee only about $76,311 at 4% or $50,874 at 6%; with 50% employer match about $50,874 at 4% or $33,916 at 6%; with 100% employer match about $38,156 at 4% or $25,437 at 6%. |
| 2008 | 1 | 23 | $6,079,995 | $353,114 | $15,353iApproximate average salary by contribution assumption: employee only about $383,820 at 4% or $255,880 at 6%; with 50% employer match about $255,880 at 4% or $170,586 at 6%; with 100% employer match about $191,910 at 4% or $127,940 at 6%. |
| Oak Associates Profit-Sharing Plan | - | 23 | $6,079,995 | $353,114 | $15,353iApproximate average salary by contribution assumption: employee only about $383,820 at 4% or $255,880 at 6%; with 50% employer match about $255,880 at 4% or $170,586 at 6%; with 100% employer match about $191,910 at 4% or $127,940 at 6%. |
| 2007 | 1 | 29 | $11,085,344 | $489,173 | $16,868iApproximate average salary by contribution assumption: employee only about $421,701 at 4% or $281,134 at 6%; with 50% employer match about $281,134 at 4% or $187,423 at 6%; with 100% employer match about $210,850 at 4% or $140,567 at 6%. |
| Oak Associates Profit-Sharing Plan | - | 29 | $11,085,344 | $489,173 | $16,868iApproximate average salary by contribution assumption: employee only about $421,701 at 4% or $281,134 at 6%; with 50% employer match about $281,134 at 4% or $187,423 at 6%; with 100% employer match about $210,850 at 4% or $140,567 at 6%. |
| 2006 | 1 | 46 | $11,894,896 | $1,065,397 | $23,161iApproximate average salary by contribution assumption: employee only about $579,020 at 4% or $386,013 at 6%; with 50% employer match about $386,013 at 4% or $257,342 at 6%; with 100% employer match about $289,510 at 4% or $193,007 at 6%. |
| Oak Associates Profit-Sharing Plan | - | 46 | $11,894,896 | $1,065,397 | $23,161iApproximate average salary by contribution assumption: employee only about $579,020 at 4% or $386,013 at 6%; with 50% employer match about $386,013 at 4% or $257,342 at 6%; with 100% employer match about $289,510 at 4% or $193,007 at 6%. |
| 2005 | 1 | 58 | $12,132,058 | $1,490,129 | $25,692iApproximate average salary by contribution assumption: employee only about $642,297 at 4% or $428,198 at 6%; with 50% employer match about $428,198 at 4% or $285,465 at 6%; with 100% employer match about $321,148 at 4% or $214,099 at 6%. |
| Oak Associates Profit-Sharing Plan | - | 58 | $12,132,058 | $1,490,129 | $25,692iApproximate average salary by contribution assumption: employee only about $642,297 at 4% or $428,198 at 6%; with 50% employer match about $428,198 at 4% or $285,465 at 6%; with 100% employer match about $321,148 at 4% or $214,099 at 6%. |
| 2004 | 1 | 73 | $14,143,354 | $1,497,480 | $20,513iApproximate average salary by contribution assumption: employee only about $512,836 at 4% or $341,890 at 6%; with 50% employer match about $341,890 at 4% or $227,927 at 6%; with 100% employer match about $256,418 at 4% or $170,945 at 6%. |
| Oak Associates Profit-Sharing Plan | - | 73 | $14,143,354 | $1,497,480 | $20,513iApproximate average salary by contribution assumption: employee only about $512,836 at 4% or $341,890 at 6%; with 50% employer match about $341,890 at 4% or $227,927 at 6%; with 100% employer match about $256,418 at 4% or $170,945 at 6%. |
| 2003 | 1 | 69 | $14,083,630 | $1,208,138 | $17,509iApproximate average salary by contribution assumption: employee only about $437,731 at 4% or $291,821 at 6%; with 50% employer match about $291,821 at 4% or $194,547 at 6%; with 100% employer match about $218,866 at 4% or $145,910 at 6%. |
| Oak Associates Profit-Sharing Plan | - | 69 | $14,083,630 | $1,208,138 | $17,509iApproximate average salary by contribution assumption: employee only about $437,731 at 4% or $291,821 at 6%; with 50% employer match about $291,821 at 4% or $194,547 at 6%; with 100% employer match about $218,866 at 4% or $145,910 at 6%. |
| 2001 | 1 | 66 | $0 | $0 | - |
| Oak Associates Profit-Sharing Plan | - | 66 | - | - | - |
| 2000 | 1 | 61 | $21,543,138 | $1,110,413 | $18,203iApproximate average salary by contribution assumption: employee only about $455,087 at 4% or $303,392 at 6%; with 50% employer match about $303,392 at 4% or $202,261 at 6%; with 100% employer match about $227,544 at 4% or $151,696 at 6%. |
| Oak Associates Profit-Sharing Plan | - | 61 | $21,543,138 | $1,110,413 | $18,203iApproximate average salary by contribution assumption: employee only about $455,087 at 4% or $303,392 at 6%; with 50% employer match about $303,392 at 4% or $202,261 at 6%; with 100% employer match about $227,544 at 4% or $151,696 at 6%. |
| 1999 | 1 | 43 | $25,973,559 | $639,014 | $14,861iApproximate average salary by contribution assumption: employee only about $371,520 at 4% or $247,680 at 6%; with 50% employer match about $247,680 at 4% or $165,120 at 6%; with 100% employer match about $185,760 at 4% or $123,840 at 6%. |
| Oak Associates Profit-Sharing Plan | - | 43 | $25,973,559 | $639,014 | $14,861iApproximate average salary by contribution assumption: employee only about $371,520 at 4% or $247,680 at 6%; with 50% employer match about $247,680 at 4% or $165,120 at 6%; with 100% employer match about $185,760 at 4% or $123,840 at 6%. |