Civic Intelligence

Oak Ridge Investments LLC

Plan context: Oak Ridge Investments LLC 401(K) Retirement Plan & Trust

EIN 36-4142388 • Chicago, IL • 19 filings • 2 plans

10 South Lasalle StSuite 1900Chicago, IL 60603
Current Snapshot

Latest Year

2025

2025 Participants

13

2025 Assets

$5,891,292

2025 Contributions

$246,657

Historical Graphs

Total Assets Over Time

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

$9,198,852$4,599,426$0200720172025YearValue
$5,891,292Latest year 2025

Participants Over Time

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

40200200720162025YearValue
13Latest year 2025

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
2025113$5,891,292$246,657$18,974iApproximate average salary by contribution assumption: employee only about $474,340 at 4% or $316,227 at 6%; with 50% employer match about $316,227 at 4% or $210,818 at 6%; with 100% employer match about $237,170 at 4% or $158,113 at 6%.
Oak Ridge Investments LLC 401(K) Retirement Plan & Trust-13$5,891,292$246,657$18,974iApproximate average salary by contribution assumption: employee only about $474,340 at 4% or $316,227 at 6%; with 50% employer match about $316,227 at 4% or $210,818 at 6%; with 100% employer match about $237,170 at 4% or $158,113 at 6%.
2024111$5,831,459$182,671$16,606iApproximate average salary by contribution assumption: employee only about $415,161 at 4% or $276,774 at 6%; with 50% employer match about $276,774 at 4% or $184,516 at 6%; with 100% employer match about $207,581 at 4% or $138,387 at 6%.
Oak Ridge Investments LLC 401(K) Retirement Plan & Trust-11$5,831,459$182,671$16,606iApproximate average salary by contribution assumption: employee only about $415,161 at 4% or $276,774 at 6%; with 50% employer match about $276,774 at 4% or $184,516 at 6%; with 100% employer match about $207,581 at 4% or $138,387 at 6%.
2023111$4,966,300$211,103$19,191iApproximate average salary by contribution assumption: employee only about $479,780 at 4% or $319,853 at 6%; with 50% employer match about $319,853 at 4% or $213,235 at 6%; with 100% employer match about $239,890 at 4% or $159,927 at 6%.
Oak Ridge Investments LLC 401(K) Retirement Plan & Trust-11$4,966,300$211,103$19,191iApproximate average salary by contribution assumption: employee only about $479,780 at 4% or $319,853 at 6%; with 50% employer match about $319,853 at 4% or $213,235 at 6%; with 100% employer match about $239,890 at 4% or $159,927 at 6%.
2022111$4,115,683$192,975$17,543iApproximate average salary by contribution assumption: employee only about $438,580 at 4% or $292,386 at 6%; with 50% employer match about $292,386 at 4% or $194,924 at 6%; with 100% employer match about $219,290 at 4% or $146,193 at 6%.
Oak Ridge Investments LLC 401(K) Retirement Plan & Trust-11$4,115,683$192,975$17,543iApproximate average salary by contribution assumption: employee only about $438,580 at 4% or $292,386 at 6%; with 50% employer match about $292,386 at 4% or $194,924 at 6%; with 100% employer match about $219,290 at 4% or $146,193 at 6%.
2021111$4,501,182$186,935$16,994iApproximate average salary by contribution assumption: employee only about $424,852 at 4% or $283,235 at 6%; with 50% employer match about $283,235 at 4% or $188,823 at 6%; with 100% employer match about $212,426 at 4% or $141,617 at 6%.
Oak Ridge Investments LLC 401(K) Retirement Plan & Trust-11$4,501,182$186,935$16,994iApproximate average salary by contribution assumption: employee only about $424,852 at 4% or $283,235 at 6%; with 50% employer match about $283,235 at 4% or $188,823 at 6%; with 100% employer match about $212,426 at 4% or $141,617 at 6%.
2020111$3,943,571$202,618$18,420iApproximate average salary by contribution assumption: employee only about $460,495 at 4% or $306,997 at 6%; with 50% employer match about $306,997 at 4% or $204,665 at 6%; with 100% employer match about $230,248 at 4% or $153,498 at 6%.
Oak Ridge Investments LLC 401(K) Retirement Plan & Trust-11$3,943,571$202,618$18,420iApproximate average salary by contribution assumption: employee only about $460,495 at 4% or $306,997 at 6%; with 50% employer match about $306,997 at 4% or $204,665 at 6%; with 100% employer match about $230,248 at 4% or $153,498 at 6%.
2019112$5,113,952$201,718$16,810iApproximate average salary by contribution assumption: employee only about $420,246 at 4% or $280,164 at 6%; with 50% employer match about $280,164 at 4% or $186,776 at 6%; with 100% employer match about $210,123 at 4% or $140,082 at 6%.
Oak Ridge Investments LLC 401(K) Retirement Plan & Trust-12$5,113,952$201,718$16,810iApproximate average salary by contribution assumption: employee only about $420,246 at 4% or $280,164 at 6%; with 50% employer match about $280,164 at 4% or $186,776 at 6%; with 100% employer match about $210,123 at 4% or $140,082 at 6%.
2018135$4,741,533$662,667$18,933iApproximate average salary by contribution assumption: employee only about $473,334 at 4% or $315,556 at 6%; with 50% employer match about $315,556 at 4% or $210,370 at 6%; with 100% employer match about $236,667 at 4% or $157,778 at 6%.
Oak Ridge Investments LLC 401(K) Retirement Plan & Trust-35$4,741,533$662,667$18,933iApproximate average salary by contribution assumption: employee only about $473,334 at 4% or $315,556 at 6%; with 50% employer match about $315,556 at 4% or $210,370 at 6%; with 100% employer match about $236,667 at 4% or $157,778 at 6%.
2017140$9,198,852$762,514$19,063iApproximate average salary by contribution assumption: employee only about $476,571 at 4% or $317,714 at 6%; with 50% employer match about $317,714 at 4% or $211,809 at 6%; with 100% employer match about $238,286 at 4% or $158,857 at 6%.
Oak Ridge Investments LLC 401(K) Retirement Plan & Trust-40$9,198,852$762,514$19,063iApproximate average salary by contribution assumption: employee only about $476,571 at 4% or $317,714 at 6%; with 50% employer match about $317,714 at 4% or $211,809 at 6%; with 100% employer match about $238,286 at 4% or $158,857 at 6%.
2016137$7,285,553$1,131,401$30,578iApproximate average salary by contribution assumption: employee only about $764,460 at 4% or $509,640 at 6%; with 50% employer match about $509,640 at 4% or $339,760 at 6%; with 100% employer match about $382,230 at 4% or $254,820 at 6%.
Oak Ridge Investments LLC 401(K) Retirement Plan & Trust-37$7,285,553$1,131,401$30,578iApproximate average salary by contribution assumption: employee only about $764,460 at 4% or $509,640 at 6%; with 50% employer match about $509,640 at 4% or $339,760 at 6%; with 100% employer match about $382,230 at 4% or $254,820 at 6%.
2015138$5,573,799$735,124$19,345iApproximate average salary by contribution assumption: employee only about $483,634 at 4% or $322,423 at 6%; with 50% employer match about $322,423 at 4% or $214,949 at 6%; with 100% employer match about $241,817 at 4% or $161,211 at 6%.
Oak Ridge Investments LLC 401(K) Retirement Plan & Trust-38$5,573,799$735,124$19,345iApproximate average salary by contribution assumption: employee only about $483,634 at 4% or $322,423 at 6%; with 50% employer match about $322,423 at 4% or $214,949 at 6%; with 100% employer match about $241,817 at 4% or $161,211 at 6%.
2014136$6,004,785$670,166$18,616iApproximate average salary by contribution assumption: employee only about $465,393 at 4% or $310,262 at 6%; with 50% employer match about $310,262 at 4% or $206,841 at 6%; with 100% employer match about $232,697 at 4% or $155,131 at 6%.
Oak Ridge Investments LLC 401(K) Retirement Plan & Trust-36$6,004,785$670,166$18,616iApproximate average salary by contribution assumption: employee only about $465,393 at 4% or $310,262 at 6%; with 50% employer match about $310,262 at 4% or $206,841 at 6%; with 100% employer match about $232,697 at 4% or $155,131 at 6%.
2013133$5,307,640$688,155$20,853iApproximate average salary by contribution assumption: employee only about $521,330 at 4% or $347,553 at 6%; with 50% employer match about $347,553 at 4% or $231,702 at 6%; with 100% employer match about $260,665 at 4% or $173,777 at 6%.
Oak Ridge Investments LLC 401(K) Retirement Plan & Trust-33$5,307,640$688,155$20,853iApproximate average salary by contribution assumption: employee only about $521,330 at 4% or $347,553 at 6%; with 50% employer match about $347,553 at 4% or $231,702 at 6%; with 100% employer match about $260,665 at 4% or $173,777 at 6%.
2012132$3,759,012$602,532$18,829iApproximate average salary by contribution assumption: employee only about $470,728 at 4% or $313,819 at 6%; with 50% employer match about $313,819 at 4% or $209,213 at 6%; with 100% employer match about $235,364 at 4% or $156,909 at 6%.
Oak Ridge Investments LLC 401(K) Retirement Plan & Trust-32$3,759,012$602,532$18,829iApproximate average salary by contribution assumption: employee only about $470,728 at 4% or $313,819 at 6%; with 50% employer match about $313,819 at 4% or $209,213 at 6%; with 100% employer match about $235,364 at 4% or $156,909 at 6%.
2011135$3,387,717$588,625$16,818iApproximate average salary by contribution assumption: employee only about $420,446 at 4% or $280,298 at 6%; with 50% employer match about $280,298 at 4% or $186,865 at 6%; with 100% employer match about $210,223 at 4% or $140,149 at 6%.
Oak Ridge Investments LLC 401(K) Retirement Plan & Trust-35$3,387,717$588,625$16,818iApproximate average salary by contribution assumption: employee only about $420,446 at 4% or $280,298 at 6%; with 50% employer match about $280,298 at 4% or $186,865 at 6%; with 100% employer match about $210,223 at 4% or $140,149 at 6%.
2010130$3,020,180$592,780$19,759iApproximate average salary by contribution assumption: employee only about $493,983 at 4% or $329,322 at 6%; with 50% employer match about $329,322 at 4% or $219,548 at 6%; with 100% employer match about $246,992 at 4% or $164,661 at 6%.
Oak Ridge Investments LLC 401(K) Retirement Plan & Trust-30$3,020,180$592,780$19,759iApproximate average salary by contribution assumption: employee only about $493,983 at 4% or $329,322 at 6%; with 50% employer match about $329,322 at 4% or $219,548 at 6%; with 100% employer match about $246,992 at 4% or $164,661 at 6%.
2009130$2,067,658$588,093$19,603iApproximate average salary by contribution assumption: employee only about $490,077 at 4% or $326,718 at 6%; with 50% employer match about $326,718 at 4% or $217,812 at 6%; with 100% employer match about $245,039 at 4% or $163,359 at 6%.
Oak Ridge Investments LLC 401(K) Retirement Plan & Trust-30$2,067,658$588,093$19,603iApproximate average salary by contribution assumption: employee only about $490,077 at 4% or $326,718 at 6%; with 50% employer match about $326,718 at 4% or $217,812 at 6%; with 100% employer match about $245,039 at 4% or $163,359 at 6%.
2008131$0$0-
Oak Ridge Investments LLC 401(K) Retirement Plan & Trust-31---
2007133$977,553$966,049$29,274iApproximate average salary by contribution assumption: employee only about $731,855 at 4% or $487,904 at 6%; with 50% employer match about $487,904 at 4% or $325,269 at 6%; with 100% employer match about $365,928 at 4% or $243,952 at 6%.
Oak Ridge Investments LLC 401(K) Retirement Plan & Trust-33$977,553$966,049$29,274iApproximate average salary by contribution assumption: employee only about $731,855 at 4% or $487,904 at 6%; with 50% employer match about $487,904 at 4% or $325,269 at 6%; with 100% employer match about $365,928 at 4% or $243,952 at 6%.