Civic Intelligence

Oak Engineering Inc.

Plan context: Oak Engineering Inc. Retirement Plan and Trust

EIN 36-2659805 • 29 filings • 2 plans

Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$5,859,313

2024 Contributions

$214,894

Historical Graphs

Total Assets Over Time

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

$5,859,313$2,929,657$0200820162024YearValue
$5,859,313Latest year 2024

Participants Over Time

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

420200820162024YearValue
3Latest 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
202423$5,859,313$214,894$71,631iApproximate average salary by contribution assumption: employee only about $1,790,783 at 4% or $1,193,856 at 6%; with 50% employer match about $1,193,856 at 4% or $795,904 at 6%; with 100% employer match about $895,392 at 4% or $596,928 at 6%.
Oak Engineering Inc. Retirement Plan and Trust-3$3,353,768$150,764$50,255iApproximate average salary by contribution assumption: employee only about $1,256,367 at 4% or $837,578 at 6%; with 50% employer match about $837,578 at 4% or $558,385 at 6%; with 100% employer match about $628,183 at 4% or $418,789 at 6%.
Oak Engineering Inc. Defined Benefit Plan and Trust-3$2,505,545$64,130$21,377iApproximate average salary by contribution assumption: employee only about $534,417 at 4% or $356,278 at 6%; with 50% employer match about $356,278 at 4% or $237,519 at 6%; with 100% employer match about $267,208 at 4% or $178,139 at 6%.
202323$4,813,872$489,841$163,280iApproximate average salary by contribution assumption: employee only about $4,082,008 at 4% or $2,721,339 at 6%; with 50% employer match about $2,721,339 at 4% or $1,814,226 at 6%; with 100% employer match about $2,041,004 at 4% or $1,360,669 at 6%.
Oak Engineering Inc. Retirement Plan and Trust-3$2,617,165$139,841$46,614iApproximate average salary by contribution assumption: employee only about $1,165,342 at 4% or $776,894 at 6%; with 50% employer match about $776,894 at 4% or $517,930 at 6%; with 100% employer match about $582,671 at 4% or $388,447 at 6%.
Oak Engineering Inc. Defined Benefit Plan and Trust-3$2,196,707$350,000$116,667iApproximate average salary by contribution assumption: employee only about $2,916,667 at 4% or $1,944,444 at 6%; with 50% employer match about $1,944,444 at 4% or $1,296,296 at 6%; with 100% employer match about $1,458,333 at 4% or $972,222 at 6%.
202223$3,606,363$652,015$217,338iApproximate average salary by contribution assumption: employee only about $5,433,458 at 4% or $3,622,306 at 6%; with 50% employer match about $3,622,306 at 4% or $2,414,870 at 6%; with 100% employer match about $2,716,729 at 4% or $1,811,153 at 6%.
Oak Engineering Inc. Retirement Plan and Trust-3$1,905,618$126,990$42,330iApproximate average salary by contribution assumption: employee only about $1,058,250 at 4% or $705,500 at 6%; with 50% employer match about $705,500 at 4% or $470,333 at 6%; with 100% employer match about $529,125 at 4% or $352,750 at 6%.
Oak Engineering Inc. Defined Benefit Plan and Trust-3$1,700,745$525,025$175,008iApproximate average salary by contribution assumption: employee only about $4,375,208 at 4% or $2,916,806 at 6%; with 50% employer match about $2,916,806 at 4% or $1,944,537 at 6%; with 100% employer match about $2,187,604 at 4% or $1,458,403 at 6%.
202123$3,576,241$232,695$77,565iApproximate average salary by contribution assumption: employee only about $1,939,125 at 4% or $1,292,750 at 6%; with 50% employer match about $1,292,750 at 4% or $861,833 at 6%; with 100% employer match about $969,563 at 4% or $646,375 at 6%.
Oak Engineering Inc. Retirement Plan and Trust-3$2,262,350$117,695$39,232iApproximate average salary by contribution assumption: employee only about $980,792 at 4% or $653,861 at 6%; with 50% employer match about $653,861 at 4% or $435,907 at 6%; with 100% employer match about $490,396 at 4% or $326,931 at 6%.
Oak Engineering Inc. Defined Benefit Plan and Trust-3$1,313,891$115,000$38,333iApproximate average salary by contribution assumption: employee only about $958,333 at 4% or $638,889 at 6%; with 50% employer match about $638,889 at 4% or $425,926 at 6%; with 100% employer match about $479,167 at 4% or $319,444 at 6%.
202023$2,815,647$232,394$77,465iApproximate average salary by contribution assumption: employee only about $1,936,617 at 4% or $1,291,078 at 6%; with 50% employer match about $1,291,078 at 4% or $860,719 at 6%; with 100% employer match about $968,308 at 4% or $645,539 at 6%.
Oak Engineering Inc. Retirement Plan and Trust-3$1,778,425$107,740$35,913iApproximate average salary by contribution assumption: employee only about $897,833 at 4% or $598,556 at 6%; with 50% employer match about $598,556 at 4% or $399,037 at 6%; with 100% employer match about $448,917 at 4% or $299,278 at 6%.
Oak Engineering Inc. Defined Benefit Plan and Trust-3$1,037,222$124,654$41,551iApproximate average salary by contribution assumption: employee only about $1,038,783 at 4% or $692,522 at 6%; with 50% employer match about $692,522 at 4% or $461,681 at 6%; with 100% employer match about $519,392 at 4% or $346,261 at 6%.
201923$2,137,348$235,282$78,427iApproximate average salary by contribution assumption: employee only about $1,960,683 at 4% or $1,307,122 at 6%; with 50% employer match about $1,307,122 at 4% or $871,415 at 6%; with 100% employer match about $980,342 at 4% or $653,561 at 6%.
Oak Engineering Inc. Retirement Plan and Trust-3$1,328,843$100,758$33,586iApproximate average salary by contribution assumption: employee only about $839,650 at 4% or $559,767 at 6%; with 50% employer match about $559,767 at 4% or $373,178 at 6%; with 100% employer match about $419,825 at 4% or $279,883 at 6%.
Oak Engineering Inc. Defined Benefit Plan and Trust-3$808,505$134,524$44,841iApproximate average salary by contribution assumption: employee only about $1,121,033 at 4% or $747,356 at 6%; with 50% employer match about $747,356 at 4% or $498,237 at 6%; with 100% employer match about $560,517 at 4% or $373,678 at 6%.
201823$1,543,837$224,282$74,761iApproximate average salary by contribution assumption: employee only about $1,869,017 at 4% or $1,246,011 at 6%; with 50% employer match about $1,246,011 at 4% or $830,674 at 6%; with 100% employer match about $934,508 at 4% or $623,006 at 6%.
Oak Engineering Inc. Retirement Plan and Trust-3$969,404$98,000$32,667iApproximate average salary by contribution assumption: employee only about $816,667 at 4% or $544,444 at 6%; with 50% employer match about $544,444 at 4% or $362,963 at 6%; with 100% employer match about $408,333 at 4% or $272,222 at 6%.
Oak Engineering Inc. Defined Benefit Plan and Trust-3$574,433$126,282$42,094iApproximate average salary by contribution assumption: employee only about $1,052,350 at 4% or $701,567 at 6%; with 50% employer match about $701,567 at 4% or $467,711 at 6%; with 100% employer match about $526,175 at 4% or $350,783 at 6%.
201723$1,393,041$137,018$45,673iApproximate average salary by contribution assumption: employee only about $1,141,817 at 4% or $761,211 at 6%; with 50% employer match about $761,211 at 4% or $507,474 at 6%; with 100% employer match about $570,908 at 4% or $380,606 at 6%.
Oak Engineering Inc. Retirement Plan and Trust-3$896,398$54,018$18,006iApproximate average salary by contribution assumption: employee only about $450,150 at 4% or $300,100 at 6%; with 50% employer match about $300,100 at 4% or $200,067 at 6%; with 100% employer match about $225,075 at 4% or $150,050 at 6%.
Oak Engineering Inc. Defined Benefit Plan and Trust-3$496,643$83,000$27,667iApproximate average salary by contribution assumption: employee only about $691,667 at 4% or $461,111 at 6%; with 50% employer match about $461,111 at 4% or $307,407 at 6%; with 100% employer match about $345,833 at 4% or $230,556 at 6%.
201623$1,074,023$130,066$43,355iApproximate average salary by contribution assumption: employee only about $1,083,883 at 4% or $722,589 at 6%; with 50% employer match about $722,589 at 4% or $481,726 at 6%; with 100% employer match about $541,942 at 4% or $361,294 at 6%.
Oak Engineering Inc. Retirement Plan and Trust-3$719,566$54,836$18,279iApproximate average salary by contribution assumption: employee only about $456,967 at 4% or $304,644 at 6%; with 50% employer match about $304,644 at 4% or $203,096 at 6%; with 100% employer match about $228,483 at 4% or $152,322 at 6%.
Oak Engineering Inc. Defined Benefit Plan and Trust-3$354,457$75,230$25,077iApproximate average salary by contribution assumption: employee only about $626,917 at 4% or $417,944 at 6%; with 50% employer match about $417,944 at 4% or $278,630 at 6%; with 100% employer match about $313,458 at 4% or $208,972 at 6%.
201523$889,472$144,355$48,118iApproximate average salary by contribution assumption: employee only about $1,202,958 at 4% or $801,972 at 6%; with 50% employer match about $801,972 at 4% or $534,648 at 6%; with 100% employer match about $601,479 at 4% or $400,986 at 6%.
Oak Engineering Inc. Retirement Plan and Trust-3$632,908$54,355$18,118iApproximate average salary by contribution assumption: employee only about $452,958 at 4% or $301,972 at 6%; with 50% employer match about $301,972 at 4% or $201,315 at 6%; with 100% employer match about $226,479 at 4% or $150,986 at 6%.
Oak Engineering Inc. Defined Benefit Plan and Trust-3$256,564$90,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
201423$737,724$137,273$45,758iApproximate average salary by contribution assumption: employee only about $1,143,942 at 4% or $762,628 at 6%; with 50% employer match about $762,628 at 4% or $508,419 at 6%; with 100% employer match about $571,971 at 4% or $381,314 at 6%.
Oak Engineering Inc. Retirement Plan and Trust-3$564,519$52,273$17,424iApproximate average salary by contribution assumption: employee only about $435,608 at 4% or $290,406 at 6%; with 50% employer match about $290,406 at 4% or $193,604 at 6%; with 100% employer match about $217,804 at 4% or $145,203 at 6%.
Oak Engineering Inc. Defined Benefit Plan and Trust-3$173,205$85,000$28,333iApproximate average salary by contribution assumption: employee only about $708,333 at 4% or $472,222 at 6%; with 50% employer match about $472,222 at 4% or $314,815 at 6%; with 100% employer match about $354,167 at 4% or $236,111 at 6%.
201323$554,061$144,094$48,031iApproximate average salary by contribution assumption: employee only about $1,200,783 at 4% or $800,522 at 6%; with 50% employer match about $800,522 at 4% or $533,681 at 6%; with 100% employer match about $600,392 at 4% or $400,261 at 6%.
Oak Engineering Inc. Retirement Plan and Trust-3$464,561$54,594$18,198iApproximate average salary by contribution assumption: employee only about $454,950 at 4% or $303,300 at 6%; with 50% employer match about $303,300 at 4% or $202,200 at 6%; with 100% employer match about $227,475 at 4% or $151,650 at 6%.
Oak Engineering Inc. Defined Benefit Plan and Trust-3$89,500$89,500$29,833iApproximate average salary by contribution assumption: employee only about $745,833 at 4% or $497,222 at 6%; with 50% employer match about $497,222 at 4% or $331,481 at 6%; with 100% employer match about $372,917 at 4% or $248,611 at 6%.
201213$351,322$85,907$28,636iApproximate average salary by contribution assumption: employee only about $715,892 at 4% or $477,261 at 6%; with 50% employer match about $477,261 at 4% or $318,174 at 6%; with 100% employer match about $357,946 at 4% or $238,631 at 6%.
Oak Engineering Inc. Retirement Plan and Trust-3$351,322$85,907$28,636iApproximate average salary by contribution assumption: employee only about $715,892 at 4% or $477,261 at 6%; with 50% employer match about $477,261 at 4% or $318,174 at 6%; with 100% employer match about $357,946 at 4% or $238,631 at 6%.
201113$252,583$80,937$26,979iApproximate average salary by contribution assumption: employee only about $674,475 at 4% or $449,650 at 6%; with 50% employer match about $449,650 at 4% or $299,767 at 6%; with 100% employer match about $337,238 at 4% or $224,825 at 6%.
Oak Engineering Inc. Retirement Plan and Trust-3$252,583$80,937$26,979iApproximate average salary by contribution assumption: employee only about $674,475 at 4% or $449,650 at 6%; with 50% employer match about $449,650 at 4% or $299,767 at 6%; with 100% employer match about $337,238 at 4% or $224,825 at 6%.
201013$175,558$69,011$23,004iApproximate average salary by contribution assumption: employee only about $575,092 at 4% or $383,394 at 6%; with 50% employer match about $383,394 at 4% or $255,596 at 6%; with 100% employer match about $287,546 at 4% or $191,697 at 6%.
Oak Engineering Inc. Retirement Plan and Trust-3$175,558$69,011$23,004iApproximate average salary by contribution assumption: employee only about $575,092 at 4% or $383,394 at 6%; with 50% employer match about $383,394 at 4% or $255,596 at 6%; with 100% employer match about $287,546 at 4% or $191,697 at 6%.
200913$107,163$53,202$17,734iApproximate average salary by contribution assumption: employee only about $443,350 at 4% or $295,567 at 6%; with 50% employer match about $295,567 at 4% or $197,044 at 6%; with 100% employer match about $221,675 at 4% or $147,783 at 6%.
Oak Engineering Inc. Retirement Plan and Trust-3$107,163$53,202$17,734iApproximate average salary by contribution assumption: employee only about $443,350 at 4% or $295,567 at 6%; with 50% employer match about $295,567 at 4% or $197,044 at 6%; with 100% employer match about $221,675 at 4% or $147,783 at 6%.
200814$53,780$53,780$13,445iApproximate average salary by contribution assumption: employee only about $336,125 at 4% or $224,083 at 6%; with 50% employer match about $224,083 at 4% or $149,389 at 6%; with 100% employer match about $168,063 at 4% or $112,042 at 6%.
Oak Engineering Inc. Retirement Plan and Trust-4$53,780$53,780$13,445iApproximate average salary by contribution assumption: employee only about $336,125 at 4% or $224,083 at 6%; with 50% employer match about $224,083 at 4% or $149,389 at 6%; with 100% employer match about $168,063 at 4% or $112,042 at 6%.