Civic Intelligence

John M. Oakey Inc.

Plan context: John M. Oakey Inc. 401K Plan

EIN 54-0323820 • Roanoke, VA • 28 filings • 3 plans

318 Church Avenue, SWRoanoke, VA 24016
Current Snapshot

Latest Year

2025

2025 Participants

69

2025 Assets

$1,797,510

2025 Contributions

$226,298

Historical Graphs

Total Assets Over Time

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

$3,185,985$1,592,993$0200020132025YearValue
$1,797,510Latest year 2025

Participants Over Time

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

106530200020132025YearValue
69Latest 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
2025169$1,797,510$226,298$3,280iApproximate average salary by contribution assumption: employee only about $81,992 at 4% or $54,661 at 6%; with 50% employer match about $54,661 at 4% or $36,441 at 6%; with 100% employer match about $40,996 at 4% or $27,331 at 6%.
John M. Oakey Inc. 401K Plan-69$1,797,510$226,298$3,280iApproximate average salary by contribution assumption: employee only about $81,992 at 4% or $54,661 at 6%; with 50% employer match about $54,661 at 4% or $36,441 at 6%; with 100% employer match about $40,996 at 4% or $27,331 at 6%.
2024180$3,185,985$280,368$3,505iApproximate average salary by contribution assumption: employee only about $87,615 at 4% or $58,410 at 6%; with 50% employer match about $58,410 at 4% or $38,940 at 6%; with 100% employer match about $43,808 at 4% or $29,205 at 6%.
John M. Oakey Inc. 401K Plan-80$3,185,985$280,368$3,505iApproximate average salary by contribution assumption: employee only about $87,615 at 4% or $58,410 at 6%; with 50% employer match about $58,410 at 4% or $38,940 at 6%; with 100% employer match about $43,808 at 4% or $29,205 at 6%.
2023187$2,656,084$233,147$2,680iApproximate average salary by contribution assumption: employee only about $66,996 at 4% or $44,664 at 6%; with 50% employer match about $44,664 at 4% or $29,776 at 6%; with 100% employer match about $33,498 at 4% or $22,332 at 6%.
John M. Oakey Inc. 401K Plan-87$2,656,084$233,147$2,680iApproximate average salary by contribution assumption: employee only about $66,996 at 4% or $44,664 at 6%; with 50% employer match about $44,664 at 4% or $29,776 at 6%; with 100% employer match about $33,498 at 4% or $22,332 at 6%.
20221102$2,211,176$191,768$1,880iApproximate average salary by contribution assumption: employee only about $47,002 at 4% or $31,335 at 6%; with 50% employer match about $31,335 at 4% or $20,890 at 6%; with 100% employer match about $23,501 at 4% or $15,667 at 6%.
John M. Oakey Inc. 401K Plan-102$2,211,176$191,768$1,880iApproximate average salary by contribution assumption: employee only about $47,002 at 4% or $31,335 at 6%; with 50% employer match about $31,335 at 4% or $20,890 at 6%; with 100% employer match about $23,501 at 4% or $15,667 at 6%.
20211102$2,856,076$183,293$1,797iApproximate average salary by contribution assumption: employee only about $44,925 at 4% or $29,950 at 6%; with 50% employer match about $29,950 at 4% or $19,967 at 6%; with 100% employer match about $22,462 at 4% or $14,975 at 6%.
John M. Oakey Inc. 401K Plan-102$2,856,076$183,293$1,797iApproximate average salary by contribution assumption: employee only about $44,925 at 4% or $29,950 at 6%; with 50% employer match about $29,950 at 4% or $19,967 at 6%; with 100% employer match about $22,462 at 4% or $14,975 at 6%.
2020193$3,017,266$132,947$1,430iApproximate average salary by contribution assumption: employee only about $35,738 at 4% or $23,826 at 6%; with 50% employer match about $23,826 at 4% or $15,884 at 6%; with 100% employer match about $17,869 at 4% or $11,913 at 6%.
John M. Oakey Inc. 401K Plan-93$3,017,266$132,947$1,430iApproximate average salary by contribution assumption: employee only about $35,738 at 4% or $23,826 at 6%; with 50% employer match about $23,826 at 4% or $15,884 at 6%; with 100% employer match about $17,869 at 4% or $11,913 at 6%.
2019192$2,589,374$117,507$1,277iApproximate average salary by contribution assumption: employee only about $31,931 at 4% or $21,288 at 6%; with 50% employer match about $21,288 at 4% or $14,192 at 6%; with 100% employer match about $15,966 at 4% or $10,644 at 6%.
John M. Oakey Inc. 401K Plan-92$2,589,374$117,507$1,277iApproximate average salary by contribution assumption: employee only about $31,931 at 4% or $21,288 at 6%; with 50% employer match about $21,288 at 4% or $14,192 at 6%; with 100% employer match about $15,966 at 4% or $10,644 at 6%.
20181106$2,237,910$96,755$913iApproximate average salary by contribution assumption: employee only about $22,820 at 4% or $15,213 at 6%; with 50% employer match about $15,213 at 4% or $10,142 at 6%; with 100% employer match about $11,410 at 4% or $7,607 at 6%.
John M. Oakey Inc. 401K Plan-106$2,237,910$96,755$913iApproximate average salary by contribution assumption: employee only about $22,820 at 4% or $15,213 at 6%; with 50% employer match about $15,213 at 4% or $10,142 at 6%; with 100% employer match about $11,410 at 4% or $7,607 at 6%.
20171102$2,601,829$111,185$1,090iApproximate average salary by contribution assumption: employee only about $27,251 at 4% or $18,167 at 6%; with 50% employer match about $18,167 at 4% or $12,112 at 6%; with 100% employer match about $13,626 at 4% or $9,084 at 6%.
John M. Oakey Inc. 401K Plan-102$2,601,829$111,185$1,090iApproximate average salary by contribution assumption: employee only about $27,251 at 4% or $18,167 at 6%; with 50% employer match about $18,167 at 4% or $12,112 at 6%; with 100% employer match about $13,626 at 4% or $9,084 at 6%.
20161102$2,546,450$102,262$1,003iApproximate average salary by contribution assumption: employee only about $25,064 at 4% or $16,709 at 6%; with 50% employer match about $16,709 at 4% or $11,140 at 6%; with 100% employer match about $12,532 at 4% or $8,355 at 6%.
John M. Oakey Inc. 401K Plan-102$2,546,450$102,262$1,003iApproximate average salary by contribution assumption: employee only about $25,064 at 4% or $16,709 at 6%; with 50% employer match about $16,709 at 4% or $11,140 at 6%; with 100% employer match about $12,532 at 4% or $8,355 at 6%.
2015197$2,350,495$108,758$1,121iApproximate average salary by contribution assumption: employee only about $28,030 at 4% or $18,687 at 6%; with 50% employer match about $18,687 at 4% or $12,458 at 6%; with 100% employer match about $14,015 at 4% or $9,343 at 6%.
John M. Oakey Inc. 401K Plan-97$2,350,495$108,758$1,121iApproximate average salary by contribution assumption: employee only about $28,030 at 4% or $18,687 at 6%; with 50% employer match about $18,687 at 4% or $12,458 at 6%; with 100% employer match about $14,015 at 4% or $9,343 at 6%.
2014191$2,273,250$109,077$1,199iApproximate average salary by contribution assumption: employee only about $29,966 at 4% or $19,977 at 6%; with 50% employer match about $19,977 at 4% or $13,318 at 6%; with 100% employer match about $14,983 at 4% or $9,989 at 6%.
John M. Oakey Inc. 401K Plan-91$2,273,250$109,077$1,199iApproximate average salary by contribution assumption: employee only about $29,966 at 4% or $19,977 at 6%; with 50% employer match about $19,977 at 4% or $13,318 at 6%; with 100% employer match about $14,983 at 4% or $9,989 at 6%.
2013189$2,132,260$116,443$1,308iApproximate average salary by contribution assumption: employee only about $32,709 at 4% or $21,806 at 6%; with 50% employer match about $21,806 at 4% or $14,537 at 6%; with 100% employer match about $16,354 at 4% or $10,903 at 6%.
John M. Oakey Inc. 401K Plan-89$2,132,260$116,443$1,308iApproximate average salary by contribution assumption: employee only about $32,709 at 4% or $21,806 at 6%; with 50% employer match about $21,806 at 4% or $14,537 at 6%; with 100% employer match about $16,354 at 4% or $10,903 at 6%.
2012189$1,898,472$177,196$1,991iApproximate average salary by contribution assumption: employee only about $49,774 at 4% or $33,183 at 6%; with 50% employer match about $33,183 at 4% or $22,122 at 6%; with 100% employer match about $24,887 at 4% or $16,591 at 6%.
John M. Oakey Inc. 401K Plan-89$1,898,472$177,196$1,991iApproximate average salary by contribution assumption: employee only about $49,774 at 4% or $33,183 at 6%; with 50% employer match about $33,183 at 4% or $22,122 at 6%; with 100% employer match about $24,887 at 4% or $16,591 at 6%.
2011187$2,065,234$156,932$1,804iApproximate average salary by contribution assumption: employee only about $45,095 at 4% or $30,064 at 6%; with 50% employer match about $30,064 at 4% or $20,042 at 6%; with 100% employer match about $22,548 at 4% or $15,032 at 6%.
John M. Oakey Inc. 401K Plan-87$2,065,234$156,932$1,804iApproximate average salary by contribution assumption: employee only about $45,095 at 4% or $30,064 at 6%; with 50% employer match about $30,064 at 4% or $20,042 at 6%; with 100% employer match about $22,548 at 4% or $15,032 at 6%.
2010185$2,073,619$177,835$2,092iApproximate average salary by contribution assumption: employee only about $52,304 at 4% or $34,870 at 6%; with 50% employer match about $34,870 at 4% or $23,246 at 6%; with 100% employer match about $26,152 at 4% or $17,435 at 6%.
John M. Oakey Inc. 401K Plan-85$2,073,619$177,835$2,092iApproximate average salary by contribution assumption: employee only about $52,304 at 4% or $34,870 at 6%; with 50% employer match about $34,870 at 4% or $23,246 at 6%; with 100% employer match about $26,152 at 4% or $17,435 at 6%.
2009188$2,099,448$183,154$2,081iApproximate average salary by contribution assumption: employee only about $52,032 at 4% or $34,688 at 6%; with 50% employer match about $34,688 at 4% or $23,126 at 6%; with 100% employer match about $26,016 at 4% or $17,344 at 6%.
John M. Oakey Inc. 401K Plan-88$2,099,448$183,154$2,081iApproximate average salary by contribution assumption: employee only about $52,032 at 4% or $34,688 at 6%; with 50% employer match about $34,688 at 4% or $23,126 at 6%; with 100% employer match about $26,016 at 4% or $17,344 at 6%.
2008187$1,804,248$220,366$2,533iApproximate average salary by contribution assumption: employee only about $63,324 at 4% or $42,216 at 6%; with 50% employer match about $42,216 at 4% or $28,144 at 6%; with 100% employer match about $31,662 at 4% or $21,108 at 6%.
John M. Oakey Inc. 401K Plan-87$1,804,248$220,366$2,533iApproximate average salary by contribution assumption: employee only about $63,324 at 4% or $42,216 at 6%; with 50% employer match about $42,216 at 4% or $28,144 at 6%; with 100% employer match about $31,662 at 4% or $21,108 at 6%.
2007179$2,219,152$206,163$2,610iApproximate average salary by contribution assumption: employee only about $65,241 at 4% or $43,494 at 6%; with 50% employer match about $43,494 at 4% or $28,996 at 6%; with 100% employer match about $32,621 at 4% or $21,747 at 6%.
John M. Oakey Inc. 401K Plan-79$2,219,152$206,163$2,610iApproximate average salary by contribution assumption: employee only about $65,241 at 4% or $43,494 at 6%; with 50% employer match about $43,494 at 4% or $28,996 at 6%; with 100% employer match about $32,621 at 4% or $21,747 at 6%.
2006174$2,061,500$246,910$3,337iApproximate average salary by contribution assumption: employee only about $83,416 at 4% or $55,610 at 6%; with 50% employer match about $55,610 at 4% or $37,074 at 6%; with 100% employer match about $41,708 at 4% or $27,805 at 6%.
John M. Oakey Inc. 401K Plan-74$2,061,500$246,910$3,337iApproximate average salary by contribution assumption: employee only about $83,416 at 4% or $55,610 at 6%; with 50% employer match about $55,610 at 4% or $37,074 at 6%; with 100% employer match about $41,708 at 4% or $27,805 at 6%.
2005182$1,636,953$300,627$3,666iApproximate average salary by contribution assumption: employee only about $91,655 at 4% or $61,103 at 6%; with 50% employer match about $61,103 at 4% or $40,735 at 6%; with 100% employer match about $45,827 at 4% or $30,552 at 6%.
John M. Oakey Inc. 401K Plan-82$1,636,953$300,627$3,666iApproximate average salary by contribution assumption: employee only about $91,655 at 4% or $61,103 at 6%; with 50% employer match about $61,103 at 4% or $40,735 at 6%; with 100% employer match about $45,827 at 4% or $30,552 at 6%.
2004273$1,306,022$210,249$2,880iApproximate average salary by contribution assumption: employee only about $72,003 at 4% or $48,002 at 6%; with 50% employer match about $48,002 at 4% or $32,001 at 6%; with 100% employer match about $36,002 at 4% or $24,001 at 6%.
John M. Oakey Inc. 401K Plan-73$1,306,022$210,249$2,880iApproximate average salary by contribution assumption: employee only about $72,003 at 4% or $48,002 at 6%; with 50% employer match about $48,002 at 4% or $32,001 at 6%; with 100% employer match about $36,002 at 4% or $24,001 at 6%.
JOHN M. OAKEY, INC. TARGET BENEFIT PENSION PLAN-0---
2003274$1,827,428$148,748$2,010iApproximate average salary by contribution assumption: employee only about $50,253 at 4% or $33,502 at 6%; with 50% employer match about $33,502 at 4% or $22,335 at 6%; with 100% employer match about $25,126 at 4% or $16,751 at 6%.
JOHN M. OAKEY, INC. TARGET BENEFIT PENSION PLAN-52$1,671,482--
John M. Oakey Inc. 401K Plan-74$155,946$148,748$2,010iApproximate average salary by contribution assumption: employee only about $50,253 at 4% or $33,502 at 6%; with 50% employer match about $33,502 at 4% or $22,335 at 6%; with 100% employer match about $25,126 at 4% or $16,751 at 6%.
2002152$1,596,467$283,364$5,449iApproximate average salary by contribution assumption: employee only about $136,233 at 4% or $90,822 at 6%; with 50% employer match about $90,822 at 4% or $60,548 at 6%; with 100% employer match about $68,116 at 4% or $45,411 at 6%.
JOHN M. OAKEY, INC. TARGET BENEFIT PENSION PLAN-52$1,596,467$283,364$5,449iApproximate average salary by contribution assumption: employee only about $136,233 at 4% or $90,822 at 6%; with 50% employer match about $90,822 at 4% or $60,548 at 6%; with 100% employer match about $68,116 at 4% or $45,411 at 6%.
2001149$1,364,981$181,801$3,710iApproximate average salary by contribution assumption: employee only about $92,756 at 4% or $61,837 at 6%; with 50% employer match about $61,837 at 4% or $41,225 at 6%; with 100% employer match about $46,378 at 4% or $30,919 at 6%.
JOHN M. OAKEY, INC. TARGET BENEFIT PENSION PLAN-49$1,364,981$181,801$3,710iApproximate average salary by contribution assumption: employee only about $92,756 at 4% or $61,837 at 6%; with 50% employer match about $61,837 at 4% or $41,225 at 6%; with 100% employer match about $46,378 at 4% or $30,919 at 6%.
2000150$1,339,780$175,321$3,506iApproximate average salary by contribution assumption: employee only about $87,661 at 4% or $58,440 at 6%; with 50% employer match about $58,440 at 4% or $38,960 at 6%; with 100% employer match about $43,830 at 4% or $29,220 at 6%.
JOHN M. OAKEY, INC. TARGET BENEFIT PENSION PLAN-50$1,339,780$175,321$3,506iApproximate average salary by contribution assumption: employee only about $87,661 at 4% or $58,440 at 6%; with 50% employer match about $58,440 at 4% or $38,960 at 6%; with 100% employer match about $43,830 at 4% or $29,220 at 6%.