Civic Intelligence

A.W. Oakes & Son Inc.

Plan context: A.W. Oakes & Son Inc. 401K Profit Sharing Plan

EIN 39-0967026 • Racine, WI • 25 filings • 1 plans

2000 Oakes RoadRacine, WI 53406
Current Snapshot

Latest Year

2024

2024 Participants

71

2024 Assets

$6,760,133

2024 Contributions

$1,198,450

Historical Graphs

Total Assets Over Time

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

$6,760,133$3,380,067$0199920122024YearValue
$6,760,133Latest year 2024

Participants Over Time

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

71360199920122024YearValue
71Latest 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
2024171$6,760,133$1,198,450$16,880iApproximate average salary by contribution assumption: employee only about $421,989 at 4% or $281,326 at 6%; with 50% employer match about $281,326 at 4% or $187,551 at 6%; with 100% employer match about $210,995 at 4% or $140,663 at 6%.
A.W. Oakes & Son Inc. 401K Profit Sharing Plan-71$6,760,133$1,198,450$16,880iApproximate average salary by contribution assumption: employee only about $421,989 at 4% or $281,326 at 6%; with 50% employer match about $281,326 at 4% or $187,551 at 6%; with 100% employer match about $210,995 at 4% or $140,663 at 6%.
2023162$5,322,031$763,872$12,321iApproximate average salary by contribution assumption: employee only about $308,013 at 4% or $205,342 at 6%; with 50% employer match about $205,342 at 4% or $136,895 at 6%; with 100% employer match about $154,006 at 4% or $102,671 at 6%.
A.W. Oakes & Son Inc. 401K Profit Sharing Plan-62$5,322,031$763,872$12,321iApproximate average salary by contribution assumption: employee only about $308,013 at 4% or $205,342 at 6%; with 50% employer match about $205,342 at 4% or $136,895 at 6%; with 100% employer match about $154,006 at 4% or $102,671 at 6%.
2022162$4,026,046$632,225$10,197iApproximate average salary by contribution assumption: employee only about $254,929 at 4% or $169,953 at 6%; with 50% employer match about $169,953 at 4% or $113,302 at 6%; with 100% employer match about $127,465 at 4% or $84,976 at 6%.
A.W. Oakes & Son Inc. 401K Profit Sharing Plan-62$4,026,046$632,225$10,197iApproximate average salary by contribution assumption: employee only about $254,929 at 4% or $169,953 at 6%; with 50% employer match about $169,953 at 4% or $113,302 at 6%; with 100% employer match about $127,465 at 4% or $84,976 at 6%.
2021154$4,356,934$596,428$11,045iApproximate average salary by contribution assumption: employee only about $276,124 at 4% or $184,083 at 6%; with 50% employer match about $184,083 at 4% or $122,722 at 6%; with 100% employer match about $138,062 at 4% or $92,041 at 6%.
A.W. Oakes & Son Inc. 401K Profit Sharing Plan-54$4,356,934$596,428$11,045iApproximate average salary by contribution assumption: employee only about $276,124 at 4% or $184,083 at 6%; with 50% employer match about $184,083 at 4% or $122,722 at 6%; with 100% employer match about $138,062 at 4% or $92,041 at 6%.
2020156$3,426,565$473,674$8,458iApproximate average salary by contribution assumption: employee only about $211,462 at 4% or $140,974 at 6%; with 50% employer match about $140,974 at 4% or $93,983 at 6%; with 100% employer match about $105,731 at 4% or $70,487 at 6%.
A.W. Oakes & Son Inc. 401K Profit Sharing Plan-56$3,426,565$473,674$8,458iApproximate average salary by contribution assumption: employee only about $211,462 at 4% or $140,974 at 6%; with 50% employer match about $140,974 at 4% or $93,983 at 6%; with 100% employer match about $105,731 at 4% or $70,487 at 6%.
2019159$2,837,757$333,979$5,661iApproximate average salary by contribution assumption: employee only about $141,517 at 4% or $94,344 at 6%; with 50% employer match about $94,344 at 4% or $62,896 at 6%; with 100% employer match about $70,758 at 4% or $47,172 at 6%.
A.W. Oakes & Son Inc. 401K Profit Sharing Plan-59$2,837,757$333,979$5,661iApproximate average salary by contribution assumption: employee only about $141,517 at 4% or $94,344 at 6%; with 50% employer match about $94,344 at 4% or $62,896 at 6%; with 100% employer match about $70,758 at 4% or $47,172 at 6%.
2018153$2,069,203$234,868$4,431iApproximate average salary by contribution assumption: employee only about $110,787 at 4% or $73,858 at 6%; with 50% employer match about $73,858 at 4% or $49,239 at 6%; with 100% employer match about $55,393 at 4% or $36,929 at 6%.
A.W. Oakes & Son Inc. 401K Profit Sharing Plan-53$2,069,203$234,868$4,431iApproximate average salary by contribution assumption: employee only about $110,787 at 4% or $73,858 at 6%; with 50% employer match about $73,858 at 4% or $49,239 at 6%; with 100% employer match about $55,393 at 4% or $36,929 at 6%.
2017157$2,048,727$194,578$3,414iApproximate average salary by contribution assumption: employee only about $85,341 at 4% or $56,894 at 6%; with 50% employer match about $56,894 at 4% or $37,929 at 6%; with 100% employer match about $42,671 at 4% or $28,447 at 6%.
A.W. Oakes & Son Inc. 401K Profit Sharing Plan-57$2,048,727$194,578$3,414iApproximate average salary by contribution assumption: employee only about $85,341 at 4% or $56,894 at 6%; with 50% employer match about $56,894 at 4% or $37,929 at 6%; with 100% employer match about $42,671 at 4% or $28,447 at 6%.
2016149$1,622,914$183,293$3,741iApproximate average salary by contribution assumption: employee only about $93,517 at 4% or $62,345 at 6%; with 50% employer match about $62,345 at 4% or $41,563 at 6%; with 100% employer match about $46,758 at 4% or $31,172 at 6%.
A.W. Oakes & Son Inc. 401K Profit Sharing Plan-49$1,622,914$183,293$3,741iApproximate average salary by contribution assumption: employee only about $93,517 at 4% or $62,345 at 6%; with 50% employer match about $62,345 at 4% or $41,563 at 6%; with 100% employer match about $46,758 at 4% or $31,172 at 6%.
2015150$1,508,898$142,570$2,851iApproximate average salary by contribution assumption: employee only about $71,285 at 4% or $47,523 at 6%; with 50% employer match about $47,523 at 4% or $31,682 at 6%; with 100% employer match about $35,643 at 4% or $23,762 at 6%.
A.W. Oakes & Son Inc. 401K Profit Sharing Plan-50$1,508,898$142,570$2,851iApproximate average salary by contribution assumption: employee only about $71,285 at 4% or $47,523 at 6%; with 50% employer match about $47,523 at 4% or $31,682 at 6%; with 100% employer match about $35,643 at 4% or $23,762 at 6%.
2014167$1,416,557$117,959$1,761iApproximate average salary by contribution assumption: employee only about $44,015 at 4% or $29,343 at 6%; with 50% employer match about $29,343 at 4% or $19,562 at 6%; with 100% employer match about $22,007 at 4% or $14,672 at 6%.
A.W. Oakes & Son Inc. 401K Profit Sharing Plan-67$1,416,557$117,959$1,761iApproximate average salary by contribution assumption: employee only about $44,015 at 4% or $29,343 at 6%; with 50% employer match about $29,343 at 4% or $19,562 at 6%; with 100% employer match about $22,007 at 4% or $14,672 at 6%.
2013163$1,422,512$117,257$1,861iApproximate average salary by contribution assumption: employee only about $46,531 at 4% or $31,020 at 6%; with 50% employer match about $31,020 at 4% or $20,680 at 6%; with 100% employer match about $23,265 at 4% or $15,510 at 6%.
A.W. Oakes & Son Inc. 401K Profit Sharing Plan-63$1,422,512$117,257$1,861iApproximate average salary by contribution assumption: employee only about $46,531 at 4% or $31,020 at 6%; with 50% employer match about $31,020 at 4% or $20,680 at 6%; with 100% employer match about $23,265 at 4% or $15,510 at 6%.
2012147$1,099,856$114,981$2,446iApproximate average salary by contribution assumption: employee only about $61,160 at 4% or $40,773 at 6%; with 50% employer match about $40,773 at 4% or $27,182 at 6%; with 100% employer match about $30,580 at 4% or $20,387 at 6%.
A.W. Oakes & Son Inc. 401K Profit Sharing Plan-47$1,099,856$114,981$2,446iApproximate average salary by contribution assumption: employee only about $61,160 at 4% or $40,773 at 6%; with 50% employer match about $40,773 at 4% or $27,182 at 6%; with 100% employer match about $30,580 at 4% or $20,387 at 6%.
2011147$971,694$78,748$1,675iApproximate average salary by contribution assumption: employee only about $41,887 at 4% or $27,925 at 6%; with 50% employer match about $27,925 at 4% or $18,617 at 6%; with 100% employer match about $20,944 at 4% or $13,962 at 6%.
A.W. Oakes & Son Inc. 401K Profit Sharing Plan-47$971,694$78,748$1,675iApproximate average salary by contribution assumption: employee only about $41,887 at 4% or $27,925 at 6%; with 50% employer match about $27,925 at 4% or $18,617 at 6%; with 100% employer match about $20,944 at 4% or $13,962 at 6%.
2010132$967,539$62,895$1,965iApproximate average salary by contribution assumption: employee only about $49,137 at 4% or $32,758 at 6%; with 50% employer match about $32,758 at 4% or $21,839 at 6%; with 100% employer match about $24,568 at 4% or $16,379 at 6%.
A.W. Oakes & Son Inc. 401K Profit Sharing Plan-32$967,539$62,895$1,965iApproximate average salary by contribution assumption: employee only about $49,137 at 4% or $32,758 at 6%; with 50% employer match about $32,758 at 4% or $21,839 at 6%; with 100% employer match about $24,568 at 4% or $16,379 at 6%.
2009134$822,136$66,251$1,949iApproximate average salary by contribution assumption: employee only about $48,714 at 4% or $32,476 at 6%; with 50% employer match about $32,476 at 4% or $21,651 at 6%; with 100% employer match about $24,357 at 4% or $16,238 at 6%.
A.W. Oakes & Son Inc. 401K Profit Sharing Plan-34$822,136$66,251$1,949iApproximate average salary by contribution assumption: employee only about $48,714 at 4% or $32,476 at 6%; with 50% employer match about $32,476 at 4% or $21,651 at 6%; with 100% employer match about $24,357 at 4% or $16,238 at 6%.
2008144$631,192$83,785$1,904iApproximate average salary by contribution assumption: employee only about $47,605 at 4% or $31,737 at 6%; with 50% employer match about $31,737 at 4% or $21,158 at 6%; with 100% employer match about $23,803 at 4% or $15,868 at 6%.
A.W. Oakes & Son Inc. 401K Profit Sharing Plan-44$631,192$83,785$1,904iApproximate average salary by contribution assumption: employee only about $47,605 at 4% or $31,737 at 6%; with 50% employer match about $31,737 at 4% or $21,158 at 6%; with 100% employer match about $23,803 at 4% or $15,868 at 6%.
2007166$1,215,712$96,067$1,456iApproximate average salary by contribution assumption: employee only about $36,389 at 4% or $24,259 at 6%; with 50% employer match about $24,259 at 4% or $16,173 at 6%; with 100% employer match about $18,195 at 4% or $12,130 at 6%.
A.W. Oakes & Son Inc. 401K Profit Sharing Plan-66$1,215,712$96,067$1,456iApproximate average salary by contribution assumption: employee only about $36,389 at 4% or $24,259 at 6%; with 50% employer match about $24,259 at 4% or $16,173 at 6%; with 100% employer match about $18,195 at 4% or $12,130 at 6%.
2005133$922,378$74,126$2,246iApproximate average salary by contribution assumption: employee only about $56,156 at 4% or $37,437 at 6%; with 50% employer match about $37,437 at 4% or $24,958 at 6%; with 100% employer match about $28,078 at 4% or $18,719 at 6%.
A.W. Oakes & Son Inc. 401K Profit Sharing Plan-33$922,378$74,126$2,246iApproximate average salary by contribution assumption: employee only about $56,156 at 4% or $37,437 at 6%; with 50% employer match about $37,437 at 4% or $24,958 at 6%; with 100% employer match about $28,078 at 4% or $18,719 at 6%.
2004124$875,978$97,080$4,045iApproximate average salary by contribution assumption: employee only about $101,125 at 4% or $67,417 at 6%; with 50% employer match about $67,417 at 4% or $44,944 at 6%; with 100% employer match about $50,563 at 4% or $33,708 at 6%.
A.W. Oakes & Son Inc. 401K Profit Sharing Plan-24$875,978$97,080$4,045iApproximate average salary by contribution assumption: employee only about $101,125 at 4% or $67,417 at 6%; with 50% employer match about $67,417 at 4% or $44,944 at 6%; with 100% employer match about $50,563 at 4% or $33,708 at 6%.
2003126$734,335$85,536$3,290iApproximate average salary by contribution assumption: employee only about $82,246 at 4% or $54,831 at 6%; with 50% employer match about $54,831 at 4% or $36,554 at 6%; with 100% employer match about $41,123 at 4% or $27,415 at 6%.
A.W. Oakes & Son Inc. 401K Profit Sharing Plan-26$734,335$85,536$3,290iApproximate average salary by contribution assumption: employee only about $82,246 at 4% or $54,831 at 6%; with 50% employer match about $54,831 at 4% or $36,554 at 6%; with 100% employer match about $41,123 at 4% or $27,415 at 6%.
2002127$532,411$80,240$2,972iApproximate average salary by contribution assumption: employee only about $74,296 at 4% or $49,531 at 6%; with 50% employer match about $49,531 at 4% or $33,021 at 6%; with 100% employer match about $37,148 at 4% or $24,765 at 6%.
A.W. Oakes & Son Inc. 401K Profit Sharing Plan-27$532,411$80,240$2,972iApproximate average salary by contribution assumption: employee only about $74,296 at 4% or $49,531 at 6%; with 50% employer match about $49,531 at 4% or $33,021 at 6%; with 100% employer match about $37,148 at 4% or $24,765 at 6%.
2001130$577,489$94,378$3,146iApproximate average salary by contribution assumption: employee only about $78,648 at 4% or $52,432 at 6%; with 50% employer match about $52,432 at 4% or $34,955 at 6%; with 100% employer match about $39,324 at 4% or $26,216 at 6%.
A.W. Oakes & Son Inc. 401K Profit Sharing Plan-30$577,489$94,378$3,146iApproximate average salary by contribution assumption: employee only about $78,648 at 4% or $52,432 at 6%; with 50% employer match about $52,432 at 4% or $34,955 at 6%; with 100% employer match about $39,324 at 4% or $26,216 at 6%.
2000127$619,099$76,964$2,851iApproximate average salary by contribution assumption: employee only about $71,263 at 4% or $47,509 at 6%; with 50% employer match about $47,509 at 4% or $31,672 at 6%; with 100% employer match about $35,631 at 4% or $23,754 at 6%.
A.W. Oakes & Son Inc. 401K Profit Sharing Plan-27$619,099$76,964$2,851iApproximate average salary by contribution assumption: employee only about $71,263 at 4% or $47,509 at 6%; with 50% employer match about $47,509 at 4% or $31,672 at 6%; with 100% employer match about $35,631 at 4% or $23,754 at 6%.
1999132$646,398$74,203$2,319iApproximate average salary by contribution assumption: employee only about $57,971 at 4% or $38,647 at 6%; with 50% employer match about $38,647 at 4% or $25,765 at 6%; with 100% employer match about $28,986 at 4% or $19,324 at 6%.
A.W. Oakes & Son Inc. 401K Profit Sharing Plan-32$646,398$74,203$2,319iApproximate average salary by contribution assumption: employee only about $57,971 at 4% or $38,647 at 6%; with 50% employer match about $38,647 at 4% or $25,765 at 6%; with 100% employer match about $28,986 at 4% or $19,324 at 6%.