Civic Intelligence

Oates Associates Inc.

Plan context: Oates Associates Inc. Savings & Retirement Plan

EIN 37-1256935 • Collinsville, IL • 29 filings • 4 plans

100 Lanter Court, Suite 1Collinsville, IL 62234
Current Snapshot

Latest Year

2024

2024 Participants

93

2024 Assets

$19,396,803

2024 Contributions

$1,205,573

Historical Graphs

Total Assets Over Time

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

$19,396,803$9,698,402$0199920132024YearValue
$19,396,803Latest year 2024

Participants Over Time

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

93470199920122024YearValue
93Latest 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
2024293$19,396,803$1,205,573$12,963iApproximate average salary by contribution assumption: employee only about $324,079 at 4% or $216,053 at 6%; with 50% employer match about $216,053 at 4% or $144,035 at 6%; with 100% employer match about $162,039 at 4% or $108,026 at 6%.
Oates Associates Inc. Savings & Retirement Plan-93$16,383,639$1,016,752$10,933iApproximate average salary by contribution assumption: employee only about $273,320 at 4% or $182,214 at 6%; with 50% employer match about $182,214 at 4% or $121,476 at 6%; with 100% employer match about $136,660 at 4% or $91,107 at 6%.
Oates Associates Inc. Employee Stock Ownership Plan-75$3,013,164$188,821$2,518iApproximate average salary by contribution assumption: employee only about $62,940 at 4% or $41,960 at 6%; with 50% employer match about $41,960 at 4% or $27,973 at 6%; with 100% employer match about $31,470 at 4% or $20,980 at 6%.
2023286$17,037,850$1,129,410$13,133iApproximate average salary by contribution assumption: employee only about $328,317 at 4% or $218,878 at 6%; with 50% employer match about $218,878 at 4% or $145,919 at 6%; with 100% employer match about $164,158 at 4% or $109,439 at 6%.
Oates Associates Inc. Savings & Retirement Plan-86$15,078,739$937,827$10,905iApproximate average salary by contribution assumption: employee only about $272,624 at 4% or $181,749 at 6%; with 50% employer match about $181,749 at 4% or $121,166 at 6%; with 100% employer match about $136,312 at 4% or $90,875 at 6%.
Oates Associates Inc. Employee Stock Ownership Plan-68$1,959,111$191,583$2,817iApproximate average salary by contribution assumption: employee only about $70,435 at 4% or $46,957 at 6%; with 50% employer match about $46,957 at 4% or $31,304 at 6%; with 100% employer match about $35,217 at 4% or $23,478 at 6%.
2022270$13,993,472$753,232$10,760iApproximate average salary by contribution assumption: employee only about $269,011 at 4% or $179,341 at 6%; with 50% employer match about $179,341 at 4% or $119,561 at 6%; with 100% employer match about $134,506 at 4% or $89,670 at 6%.
Oates Associates Inc. Savings & Retirement Plan-70$13,535,865$647,982$9,257iApproximate average salary by contribution assumption: employee only about $231,422 at 4% or $154,281 at 6%; with 50% employer match about $154,281 at 4% or $102,854 at 6%; with 100% employer match about $115,711 at 4% or $77,141 at 6%.
Oates Associates Inc. Employee Stock Ownership Plan-64$457,607$105,250$1,645iApproximate average salary by contribution assumption: employee only about $41,113 at 4% or $27,409 at 6%; with 50% employer match about $27,409 at 4% or $18,273 at 6%; with 100% employer match about $20,557 at 4% or $13,704 at 6%.
2021161$15,876,481$554,334$9,087iApproximate average salary by contribution assumption: employee only about $227,186 at 4% or $151,457 at 6%; with 50% employer match about $151,457 at 4% or $100,972 at 6%; with 100% employer match about $113,593 at 4% or $75,729 at 6%.
Oates Associates Inc. Savings & Retirement Plan-61$15,876,481$554,334$9,087iApproximate average salary by contribution assumption: employee only about $227,186 at 4% or $151,457 at 6%; with 50% employer match about $151,457 at 4% or $100,972 at 6%; with 100% employer match about $113,593 at 4% or $75,729 at 6%.
2020157$14,118,810$574,460$10,078iApproximate average salary by contribution assumption: employee only about $251,956 at 4% or $167,971 at 6%; with 50% employer match about $167,971 at 4% or $111,981 at 6%; with 100% employer match about $125,978 at 4% or $83,985 at 6%.
Oates Associates Inc. Savings & Retirement Plan-57$14,118,810$574,460$10,078iApproximate average salary by contribution assumption: employee only about $251,956 at 4% or $167,971 at 6%; with 50% employer match about $167,971 at 4% or $111,981 at 6%; with 100% employer match about $125,978 at 4% or $83,985 at 6%.
2019155$13,418,432$515,731$9,377iApproximate average salary by contribution assumption: employee only about $234,423 at 4% or $156,282 at 6%; with 50% employer match about $156,282 at 4% or $104,188 at 6%; with 100% employer match about $117,212 at 4% or $78,141 at 6%.
Oates Associates Inc. Savings & Retirement Plan-55$13,418,432$515,731$9,377iApproximate average salary by contribution assumption: employee only about $234,423 at 4% or $156,282 at 6%; with 50% employer match about $156,282 at 4% or $104,188 at 6%; with 100% employer match about $117,212 at 4% or $78,141 at 6%.
2018154$10,620,268$474,657$8,790iApproximate average salary by contribution assumption: employee only about $219,749 at 4% or $146,499 at 6%; with 50% employer match about $146,499 at 4% or $97,666 at 6%; with 100% employer match about $109,874 at 4% or $73,250 at 6%.
Oates Associates Inc. Savings & Retirement Plan-54$10,620,268$474,657$8,790iApproximate average salary by contribution assumption: employee only about $219,749 at 4% or $146,499 at 6%; with 50% employer match about $146,499 at 4% or $97,666 at 6%; with 100% employer match about $109,874 at 4% or $73,250 at 6%.
2017148$11,231,126$473,611$9,867iApproximate average salary by contribution assumption: employee only about $246,672 at 4% or $164,448 at 6%; with 50% employer match about $164,448 at 4% or $109,632 at 6%; with 100% employer match about $123,336 at 4% or $82,224 at 6%.
Oates Associates Inc. Savings & Retirement Plan-48$11,231,126$473,611$9,867iApproximate average salary by contribution assumption: employee only about $246,672 at 4% or $164,448 at 6%; with 50% employer match about $164,448 at 4% or $109,632 at 6%; with 100% employer match about $123,336 at 4% or $82,224 at 6%.
2016142$9,408,597$428,323$10,198iApproximate average salary by contribution assumption: employee only about $254,954 at 4% or $169,969 at 6%; with 50% employer match about $169,969 at 4% or $113,313 at 6%; with 100% employer match about $127,477 at 4% or $84,985 at 6%.
Oates Associates Inc. Savings & Retirement Plan-42$9,408,597$428,323$10,198iApproximate average salary by contribution assumption: employee only about $254,954 at 4% or $169,969 at 6%; with 50% employer match about $169,969 at 4% or $113,313 at 6%; with 100% employer match about $127,477 at 4% or $84,985 at 6%.
2015147$8,583,865$421,858$8,976iApproximate average salary by contribution assumption: employee only about $224,393 at 4% or $149,595 at 6%; with 50% employer match about $149,595 at 4% or $99,730 at 6%; with 100% employer match about $112,196 at 4% or $74,798 at 6%.
Oates Associates Inc. Savings & Retirement Plan-47$8,583,865$421,858$8,976iApproximate average salary by contribution assumption: employee only about $224,393 at 4% or $149,595 at 6%; with 50% employer match about $149,595 at 4% or $99,730 at 6%; with 100% employer match about $112,196 at 4% or $74,798 at 6%.
2014144$8,734,444$364,113$8,275iApproximate average salary by contribution assumption: employee only about $206,882 at 4% or $137,922 at 6%; with 50% employer match about $137,922 at 4% or $91,948 at 6%; with 100% employer match about $103,441 at 4% or $68,961 at 6%.
Oates Associates Inc. Savings & Retirement Plan-44$8,734,444$364,113$8,275iApproximate average salary by contribution assumption: employee only about $206,882 at 4% or $137,922 at 6%; with 50% employer match about $137,922 at 4% or $91,948 at 6%; with 100% employer match about $103,441 at 4% or $68,961 at 6%.
2013142$7,908,919$338,174$8,052iApproximate average salary by contribution assumption: employee only about $201,294 at 4% or $134,196 at 6%; with 50% employer match about $134,196 at 4% or $89,464 at 6%; with 100% employer match about $100,647 at 4% or $67,098 at 6%.
Oates Associates Inc. Savings & Retirement Plan-42$7,908,919$338,174$8,052iApproximate average salary by contribution assumption: employee only about $201,294 at 4% or $134,196 at 6%; with 50% employer match about $134,196 at 4% or $89,464 at 6%; with 100% employer match about $100,647 at 4% or $67,098 at 6%.
2012143$6,481,682$375,863$8,741iApproximate average salary by contribution assumption: employee only about $218,525 at 4% or $145,683 at 6%; with 50% employer match about $145,683 at 4% or $97,122 at 6%; with 100% employer match about $109,263 at 4% or $72,842 at 6%.
Oates Associates Inc. Savings & Retirement Plan-43$6,481,682$375,863$8,741iApproximate average salary by contribution assumption: employee only about $218,525 at 4% or $145,683 at 6%; with 50% employer match about $145,683 at 4% or $97,122 at 6%; with 100% employer match about $109,263 at 4% or $72,842 at 6%.
2011148$5,650,482$493,972$10,291iApproximate average salary by contribution assumption: employee only about $257,277 at 4% or $171,518 at 6%; with 50% employer match about $171,518 at 4% or $114,345 at 6%; with 100% employer match about $128,639 at 4% or $85,759 at 6%.
Oates Associates Inc. Savings & Retirement Plan-48$5,650,482$493,972$10,291iApproximate average salary by contribution assumption: employee only about $257,277 at 4% or $171,518 at 6%; with 50% employer match about $171,518 at 4% or $114,345 at 6%; with 100% employer match about $128,639 at 4% or $85,759 at 6%.
2010150$5,452,549$373,741$7,475iApproximate average salary by contribution assumption: employee only about $186,871 at 4% or $124,580 at 6%; with 50% employer match about $124,580 at 4% or $83,054 at 6%; with 100% employer match about $93,435 at 4% or $62,290 at 6%.
Oates Associates Inc. Savings & Retirement Plan-50$5,452,549$373,741$7,475iApproximate average salary by contribution assumption: employee only about $186,871 at 4% or $124,580 at 6%; with 50% employer match about $124,580 at 4% or $83,054 at 6%; with 100% employer match about $93,435 at 4% or $62,290 at 6%.
2009150$4,610,156$325,215$6,504iApproximate average salary by contribution assumption: employee only about $162,608 at 4% or $108,405 at 6%; with 50% employer match about $108,405 at 4% or $72,270 at 6%; with 100% employer match about $81,304 at 4% or $54,203 at 6%.
Oates Associates Inc. Savings & Retirement Plan-50$4,610,156$325,215$6,504iApproximate average salary by contribution assumption: employee only about $162,608 at 4% or $108,405 at 6%; with 50% employer match about $108,405 at 4% or $72,270 at 6%; with 100% employer match about $81,304 at 4% or $54,203 at 6%.
2008140$3,450,499$491,701$12,293iApproximate average salary by contribution assumption: employee only about $307,313 at 4% or $204,875 at 6%; with 50% employer match about $204,875 at 4% or $136,584 at 6%; with 100% employer match about $153,657 at 4% or $102,438 at 6%.
Oates Associates Inc. Savings & Retirement Plan-40$3,450,499$491,701$12,293iApproximate average salary by contribution assumption: employee only about $307,313 at 4% or $204,875 at 6%; with 50% employer match about $204,875 at 4% or $136,584 at 6%; with 100% employer match about $153,657 at 4% or $102,438 at 6%.
2007131$0$0-
Oates Associates Inc. Savings & Retirement Plan-31---
2006128$3,806,733$327,460$11,695iApproximate average salary by contribution assumption: employee only about $292,375 at 4% or $194,917 at 6%; with 50% employer match about $194,917 at 4% or $129,944 at 6%; with 100% employer match about $146,188 at 4% or $97,458 at 6%.
Oates Associates Inc. Savings & Retirement Plan-28$3,806,733$327,460$11,695iApproximate average salary by contribution assumption: employee only about $292,375 at 4% or $194,917 at 6%; with 50% employer match about $194,917 at 4% or $129,944 at 6%; with 100% employer match about $146,188 at 4% or $97,458 at 6%.
2005130$3,124,791$372,481$12,416iApproximate average salary by contribution assumption: employee only about $310,401 at 4% or $206,934 at 6%; with 50% employer match about $206,934 at 4% or $137,956 at 6%; with 100% employer match about $155,200 at 4% or $103,467 at 6%.
Oates Associates Inc. Savings & Retirement Plan-30$3,124,791$372,481$12,416iApproximate average salary by contribution assumption: employee only about $310,401 at 4% or $206,934 at 6%; with 50% employer match about $206,934 at 4% or $137,956 at 6%; with 100% employer match about $155,200 at 4% or $103,467 at 6%.
2004128$2,633,339$307,304$10,975iApproximate average salary by contribution assumption: employee only about $274,379 at 4% or $182,919 at 6%; with 50% employer match about $182,919 at 4% or $121,946 at 6%; with 100% employer match about $137,189 at 4% or $91,460 at 6%.
Oates Associates Inc. Savings & Retirement Plan-28$2,633,339$307,304$10,975iApproximate average salary by contribution assumption: employee only about $274,379 at 4% or $182,919 at 6%; with 50% employer match about $182,919 at 4% or $121,946 at 6%; with 100% employer match about $137,189 at 4% or $91,460 at 6%.
2003132$0$0-
Oates Associates Inc. Savings & Retirement Plan-32---
2002123$1,410,705$276,911$12,040iApproximate average salary by contribution assumption: employee only about $300,990 at 4% or $200,660 at 6%; with 50% employer match about $200,660 at 4% or $133,773 at 6%; with 100% employer match about $150,495 at 4% or $100,330 at 6%.
Oates Associates Inc. Savings & Retirement Plan-23$1,410,705$276,911$12,040iApproximate average salary by contribution assumption: employee only about $300,990 at 4% or $200,660 at 6%; with 50% employer match about $200,660 at 4% or $133,773 at 6%; with 100% employer match about $150,495 at 4% or $100,330 at 6%.
2001129$0$0-
Oates Associates Inc. Savings & Retirement Plan-29---
2000120$1,294,613$167,988$8,399iApproximate average salary by contribution assumption: employee only about $209,985 at 4% or $139,990 at 6%; with 50% employer match about $139,990 at 4% or $93,327 at 6%; with 100% employer match about $104,993 at 4% or $69,995 at 6%.
Oates Associates Inc. Savings & Retirement Plan-20$1,294,613$167,988$8,399iApproximate average salary by contribution assumption: employee only about $209,985 at 4% or $139,990 at 6%; with 50% employer match about $139,990 at 4% or $93,327 at 6%; with 100% employer match about $104,993 at 4% or $69,995 at 6%.
1999123$1,231,959$142,334$6,188iApproximate average salary by contribution assumption: employee only about $154,711 at 4% or $103,141 at 6%; with 50% employer match about $103,141 at 4% or $68,760 at 6%; with 100% employer match about $77,355 at 4% or $51,570 at 6%.
Oates Associates Inc. Savings & Retirement Plan-23$1,231,959$142,334$6,188iApproximate average salary by contribution assumption: employee only about $154,711 at 4% or $103,141 at 6%; with 50% employer match about $103,141 at 4% or $68,760 at 6%; with 100% employer match about $77,355 at 4% or $51,570 at 6%.