Civic Intelligence

Onegoal

Plan context: Onegoal Retirement Trust

EIN 56-2369898 • Chicago, IL • 20 filings • 4 plans

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215 W. Superior, Suite 700Chicago, IL 60654
Current Snapshot

Latest Year

2024

2024 Participants

219

2024 Assets

$14,576,309

2024 Contributions

$3,233,266

Historical Graphs

Total Assets Over Time

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

$14,576,309$7,288,155$0200820192024YearValue
$14,576,309Latest year 2024

Participants Over Time

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

2351180200820192024YearValue
219Latest 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
20241219$14,576,309$3,233,266$14,764iApproximate average salary by contribution assumption: employee only about $369,094 at 4% or $246,063 at 6%; with 50% employer match about $246,063 at 4% or $164,042 at 6%; with 100% employer match about $184,547 at 4% or $123,031 at 6%.
Onegoal Retirement Trust-219$14,576,309$3,233,266$14,764iApproximate average salary by contribution assumption: employee only about $369,094 at 4% or $246,063 at 6%; with 50% employer match about $246,063 at 4% or $164,042 at 6%; with 100% employer match about $184,547 at 4% or $123,031 at 6%.
20232235$11,796,892$2,597,967$11,055iApproximate average salary by contribution assumption: employee only about $276,379 at 4% or $184,253 at 6%; with 50% employer match about $184,253 at 4% or $122,835 at 6%; with 100% employer match about $138,190 at 4% or $92,126 at 6%.
Onegoal Retirement Trust-219$11,796,892$2,597,967$11,863iApproximate average salary by contribution assumption: employee only about $296,572 at 4% or $197,714 at 6%; with 50% employer match about $197,714 at 4% or $131,810 at 6%; with 100% employer match about $148,286 at 4% or $98,857 at 6%.
ONEGOAL HEALTH & WELFARE PLAN-235---
20222233$8,707,645$2,159,050$9,266iApproximate average salary by contribution assumption: employee only about $231,658 at 4% or $154,438 at 6%; with 50% employer match about $154,438 at 4% or $102,959 at 6%; with 100% employer match about $115,829 at 4% or $77,219 at 6%.
Onegoal Retirement Trust-194$8,707,645$2,159,050$11,129iApproximate average salary by contribution assumption: employee only about $278,228 at 4% or $185,485 at 6%; with 50% employer match about $185,485 at 4% or $123,657 at 6%; with 100% employer match about $139,114 at 4% or $92,743 at 6%.
ONEGOAL HEALTH & WELFARE PLAN-233---
20212193$8,667,977$2,078,325$10,769iApproximate average salary by contribution assumption: employee only about $269,213 at 4% or $179,475 at 6%; with 50% employer match about $179,475 at 4% or $119,650 at 6%; with 100% employer match about $134,607 at 4% or $89,738 at 6%.
Onegoal Retirement Trust-150$8,667,977$2,078,325$13,856iApproximate average salary by contribution assumption: employee only about $346,388 at 4% or $230,925 at 6%; with 50% employer match about $230,925 at 4% or $153,950 at 6%; with 100% employer match about $173,194 at 4% or $115,463 at 6%.
ONEGOAL HEALTH & WELFARE PLAN-193---
20202158$6,803,571$1,658,498$10,497iApproximate average salary by contribution assumption: employee only about $262,421 at 4% or $174,947 at 6%; with 50% employer match about $174,947 at 4% or $116,631 at 6%; with 100% employer match about $131,210 at 4% or $87,474 at 6%.
Onegoal Retirement Trust-158$6,803,571$1,658,498$10,497iApproximate average salary by contribution assumption: employee only about $262,421 at 4% or $174,947 at 6%; with 50% employer match about $174,947 at 4% or $116,631 at 6%; with 100% employer match about $131,210 at 4% or $87,474 at 6%.
ONEGOAL HEALTH & WELFARE PLAN-151---
20192156$4,934,803$1,506,527$9,657iApproximate average salary by contribution assumption: employee only about $241,431 at 4% or $160,954 at 6%; with 50% employer match about $160,954 at 4% or $107,302 at 6%; with 100% employer match about $120,715 at 4% or $80,477 at 6%.
Onegoal Retirement Trust-156$4,934,803$1,506,527$9,657iApproximate average salary by contribution assumption: employee only about $241,431 at 4% or $160,954 at 6%; with 50% employer match about $160,954 at 4% or $107,302 at 6%; with 100% employer match about $120,715 at 4% or $80,477 at 6%.
ONEGOAL HEALTH & WELFARE PLAN-156---
20182166$3,095,029$1,329,612$8,010iApproximate average salary by contribution assumption: employee only about $200,243 at 4% or $133,495 at 6%; with 50% employer match about $133,495 at 4% or $88,997 at 6%; with 100% employer match about $100,121 at 4% or $66,748 at 6%.
Onegoal Retirement Trust-139$3,095,029$1,329,612$9,566iApproximate average salary by contribution assumption: employee only about $239,139 at 4% or $159,426 at 6%; with 50% employer match about $159,426 at 4% or $106,284 at 6%; with 100% employer match about $119,569 at 4% or $79,713 at 6%.
ONEGOAL HEALTH & WELFARE PLAN-166---
20172157$2,310,014$915,982$5,834iApproximate average salary by contribution assumption: employee only about $145,857 at 4% or $97,238 at 6%; with 50% employer match about $97,238 at 4% or $64,825 at 6%; with 100% employer match about $72,929 at 4% or $48,619 at 6%.
Onegoal Retirement Trust-118$2,310,014$915,982$7,763iApproximate average salary by contribution assumption: employee only about $194,064 at 4% or $129,376 at 6%; with 50% employer match about $129,376 at 4% or $86,251 at 6%; with 100% employer match about $97,032 at 4% or $64,688 at 6%.
ONEGOAL HEALTH & WELFARE PLAN-157---
20162100$1,312,788$924,943$9,249iApproximate average salary by contribution assumption: employee only about $231,236 at 4% or $154,157 at 6%; with 50% employer match about $154,157 at 4% or $102,771 at 6%; with 100% employer match about $115,618 at 4% or $77,079 at 6%.
Onegoal Retirement Trust-100$1,312,788$924,943$9,249iApproximate average salary by contribution assumption: employee only about $231,236 at 4% or $154,157 at 6%; with 50% employer match about $154,157 at 4% or $102,771 at 6%; with 100% employer match about $115,618 at 4% or $77,079 at 6%.
Onegoal Life and Disability Benefit Plan-0---
2015163$378,624$391,466$6,214iApproximate average salary by contribution assumption: employee only about $155,344 at 4% or $103,562 at 6%; with 50% employer match about $103,562 at 4% or $69,042 at 6%; with 100% employer match about $77,672 at 4% or $51,781 at 6%.
Onegoal Retirement Trust-63$378,624$391,466$6,214iApproximate average salary by contribution assumption: employee only about $155,344 at 4% or $103,562 at 6%; with 50% employer match about $103,562 at 4% or $69,042 at 6%; with 100% employer match about $77,672 at 4% or $51,781 at 6%.
200910$0$12,582-
Onegoal Retirement Trust-0$0$12,582-
200812$3,505$3,469$1,735iApproximate average salary by contribution assumption: employee only about $43,363 at 4% or $28,908 at 6%; with 50% employer match about $28,908 at 4% or $19,272 at 6%; with 100% employer match about $21,681 at 4% or $14,454 at 6%.
Onegoal Retirement Trust-2$3,505$3,469$1,735iApproximate average salary by contribution assumption: employee only about $43,363 at 4% or $28,908 at 6%; with 50% employer match about $28,908 at 4% or $19,272 at 6%; with 100% employer match about $21,681 at 4% or $14,454 at 6%.