Civic Intelligence

Joe West Company Inc.

Plan context: Joe West Company Cash Balance Pension Plan

EIN 73-0784542 • Tulsa, OK • 37 filings • 2 plans

406 S Boulder AvenueSuite 500Tulsa, OK 74103
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$1,617,019

2024 Contributions

$363,465

Historical Graphs

Total Assets Over Time

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

$1,697,563$848,782$0199920122024YearValue
$1,617,019Latest year 2024

Participants Over Time

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

29150199920122024YearValue
3Latest 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
202423$1,617,019$0-
Joe West Company Cash Balance Pension Plan-3$1,487,529--
Joe West Company Retirement Savings Plan-2$129,490--
202323$1,461,986$0-
Joe West Company Cash Balance Pension Plan-3$1,342,591$0-
Joe West Company Retirement Savings Plan-2$119,395$0-
202223$1,355,639$0-
Joe West Company Cash Balance Pension Plan-3$1,240,718--
Joe West Company Retirement Savings Plan-2$114,921--
202122$1,697,563$0-
Joe West Company Cash Balance Pension Plan-2$1,561,985$0-
Joe West Company Retirement Savings Plan-2$135,578--
202022$1,610,479$0-
Joe West Company Cash Balance Pension Plan-2$1,472,357--
Joe West Company Retirement Savings Plan-2$138,122--
201922$1,573,804$0-
Joe West Company Cash Balance Pension Plan-2$1,442,190$0-
Joe West Company Retirement Savings Plan-2$131,614--
201823$1,478,757$363,465$121,155iApproximate average salary by contribution assumption: employee only about $3,028,875 at 4% or $2,019,250 at 6%; with 50% employer match about $2,019,250 at 4% or $1,346,167 at 6%; with 100% employer match about $1,514,438 at 4% or $1,009,625 at 6%.
Joe West Company Cash Balance Pension Plan-3$1,342,481$336,945$112,315iApproximate average salary by contribution assumption: employee only about $2,807,875 at 4% or $1,871,917 at 6%; with 50% employer match about $1,871,917 at 4% or $1,247,944 at 6%; with 100% employer match about $1,403,938 at 4% or $935,958 at 6%.
Joe West Company Retirement Savings Plan-3$136,276$26,520$8,840iApproximate average salary by contribution assumption: employee only about $221,000 at 4% or $147,333 at 6%; with 50% employer match about $147,333 at 4% or $98,222 at 6%; with 100% employer match about $110,500 at 4% or $73,667 at 6%.
201723$1,234,702$315,390$105,130iApproximate average salary by contribution assumption: employee only about $2,628,250 at 4% or $1,752,167 at 6%; with 50% employer match about $1,752,167 at 4% or $1,168,111 at 6%; with 100% employer match about $1,314,125 at 4% or $876,083 at 6%.
Joe West Company Cash Balance Pension Plan-3$1,120,172$288,870$96,290iApproximate average salary by contribution assumption: employee only about $2,407,250 at 4% or $1,604,833 at 6%; with 50% employer match about $1,604,833 at 4% or $1,069,889 at 6%; with 100% employer match about $1,203,625 at 4% or $802,417 at 6%.
Joe West Company Retirement Savings Plan-3$114,530$26,520$8,840iApproximate average salary by contribution assumption: employee only about $221,000 at 4% or $147,333 at 6%; with 50% employer match about $147,333 at 4% or $98,222 at 6%; with 100% employer match about $110,500 at 4% or $73,667 at 6%.
201623$914,863$312,700$104,233iApproximate average salary by contribution assumption: employee only about $2,605,833 at 4% or $1,737,222 at 6%; with 50% employer match about $1,737,222 at 4% or $1,158,148 at 6%; with 100% employer match about $1,302,917 at 4% or $868,611 at 6%.
Joe West Company Cash Balance Pension Plan-3$823,606$285,000$95,000iApproximate average salary by contribution assumption: employee only about $2,375,000 at 4% or $1,583,333 at 6%; with 50% employer match about $1,583,333 at 4% or $1,055,556 at 6%; with 100% employer match about $1,187,500 at 4% or $791,667 at 6%.
Joe West Company Retirement Savings Plan-3$91,257$27,700$9,233iApproximate average salary by contribution assumption: employee only about $230,833 at 4% or $153,889 at 6%; with 50% employer match about $153,889 at 4% or $102,593 at 6%; with 100% employer match about $115,417 at 4% or $76,944 at 6%.
201524$611,394$293,329$73,332iApproximate average salary by contribution assumption: employee only about $1,833,306 at 4% or $1,222,204 at 6%; with 50% employer match about $1,222,204 at 4% or $814,803 at 6%; with 100% employer match about $916,653 at 4% or $611,102 at 6%.
Joe West Company Cash Balance Pension Plan-4$549,211$261,879$65,470iApproximate average salary by contribution assumption: employee only about $1,636,744 at 4% or $1,091,163 at 6%; with 50% employer match about $1,091,163 at 4% or $727,442 at 6%; with 100% employer match about $818,372 at 4% or $545,581 at 6%.
Joe West Company Retirement Savings Plan-3$62,183$31,450$10,483iApproximate average salary by contribution assumption: employee only about $262,083 at 4% or $174,722 at 6%; with 50% employer match about $174,722 at 4% or $116,481 at 6%; with 100% employer match about $131,042 at 4% or $87,361 at 6%.
201423$324,750$324,750$108,250iApproximate average salary by contribution assumption: employee only about $2,706,250 at 4% or $1,804,167 at 6%; with 50% employer match about $1,804,167 at 4% or $1,202,778 at 6%; with 100% employer match about $1,353,125 at 4% or $902,083 at 6%.
Joe West Company Cash Balance Pension Plan-3$293,300$293,300$97,767iApproximate average salary by contribution assumption: employee only about $2,444,167 at 4% or $1,629,444 at 6%; with 50% employer match about $1,629,444 at 4% or $1,086,296 at 6%; with 100% employer match about $1,222,083 at 4% or $814,722 at 6%.
Joe West Company Retirement Savings Plan-3$31,450$31,450$10,483iApproximate average salary by contribution assumption: employee only about $262,083 at 4% or $174,722 at 6%; with 50% employer match about $174,722 at 4% or $116,481 at 6%; with 100% employer match about $131,042 at 4% or $87,361 at 6%.
2013127$1,361,183$82,457$3,054iApproximate average salary by contribution assumption: employee only about $76,349 at 4% or $50,899 at 6%; with 50% employer match about $50,899 at 4% or $33,933 at 6%; with 100% employer match about $38,175 at 4% or $25,450 at 6%.
Joe West Company Retirement Savings Plan-27$1,361,183$82,457$3,054iApproximate average salary by contribution assumption: employee only about $76,349 at 4% or $50,899 at 6%; with 50% employer match about $50,899 at 4% or $33,933 at 6%; with 100% employer match about $38,175 at 4% or $25,450 at 6%.
2012126$1,064,954$86,132$3,313iApproximate average salary by contribution assumption: employee only about $82,819 at 4% or $55,213 at 6%; with 50% employer match about $55,213 at 4% or $36,809 at 6%; with 100% employer match about $41,410 at 4% or $27,606 at 6%.
Joe West Company Retirement Savings Plan-26$1,064,954$86,132$3,313iApproximate average salary by contribution assumption: employee only about $82,819 at 4% or $55,213 at 6%; with 50% employer match about $55,213 at 4% or $36,809 at 6%; with 100% employer match about $41,410 at 4% or $27,606 at 6%.
2011125$951,903$81,305$3,252iApproximate average salary by contribution assumption: employee only about $81,305 at 4% or $54,203 at 6%; with 50% employer match about $54,203 at 4% or $36,136 at 6%; with 100% employer match about $40,653 at 4% or $27,102 at 6%.
Joe West Company Retirement Savings Plan-25$951,903$81,305$3,252iApproximate average salary by contribution assumption: employee only about $81,305 at 4% or $54,203 at 6%; with 50% employer match about $54,203 at 4% or $36,136 at 6%; with 100% employer match about $40,653 at 4% or $27,102 at 6%.
2010124$880,510$85,795$3,575iApproximate average salary by contribution assumption: employee only about $89,370 at 4% or $59,580 at 6%; with 50% employer match about $59,580 at 4% or $39,720 at 6%; with 100% employer match about $44,685 at 4% or $29,790 at 6%.
Joe West Company Retirement Savings Plan-24$880,510$85,795$3,575iApproximate average salary by contribution assumption: employee only about $89,370 at 4% or $59,580 at 6%; with 50% employer match about $59,580 at 4% or $39,720 at 6%; with 100% employer match about $44,685 at 4% or $29,790 at 6%.
2009124$717,869$90,031$3,751iApproximate average salary by contribution assumption: employee only about $93,782 at 4% or $62,522 at 6%; with 50% employer match about $62,522 at 4% or $41,681 at 6%; with 100% employer match about $46,891 at 4% or $31,261 at 6%.
Joe West Company Retirement Savings Plan-24$717,869$90,031$3,751iApproximate average salary by contribution assumption: employee only about $93,782 at 4% or $62,522 at 6%; with 50% employer match about $62,522 at 4% or $41,681 at 6%; with 100% employer match about $46,891 at 4% or $31,261 at 6%.
2008126$546,024$86,888$3,342iApproximate average salary by contribution assumption: employee only about $83,546 at 4% or $55,697 at 6%; with 50% employer match about $55,697 at 4% or $37,132 at 6%; with 100% employer match about $41,773 at 4% or $27,849 at 6%.
Joe West Company Retirement Savings Plan-26$546,024$86,888$3,342iApproximate average salary by contribution assumption: employee only about $83,546 at 4% or $55,697 at 6%; with 50% employer match about $55,697 at 4% or $37,132 at 6%; with 100% employer match about $41,773 at 4% or $27,849 at 6%.
2007127$914,981$90,451$3,350iApproximate average salary by contribution assumption: employee only about $83,751 at 4% or $55,834 at 6%; with 50% employer match about $55,834 at 4% or $37,223 at 6%; with 100% employer match about $41,875 at 4% or $27,917 at 6%.
Joe West Company Retirement Savings Plan-27$914,981$90,451$3,350iApproximate average salary by contribution assumption: employee only about $83,751 at 4% or $55,834 at 6%; with 50% employer match about $55,834 at 4% or $37,223 at 6%; with 100% employer match about $41,875 at 4% or $27,917 at 6%.
2006129$763,518$246,284$8,493iApproximate average salary by contribution assumption: employee only about $212,314 at 4% or $141,543 at 6%; with 50% employer match about $141,543 at 4% or $94,362 at 6%; with 100% employer match about $106,157 at 4% or $70,771 at 6%.
Joe West Company Retirement Savings Plan-29$763,518$246,284$8,493iApproximate average salary by contribution assumption: employee only about $212,314 at 4% or $141,543 at 6%; with 50% employer match about $141,543 at 4% or $94,362 at 6%; with 100% employer match about $106,157 at 4% or $70,771 at 6%.
2005128$465,833$92,634$3,308iApproximate average salary by contribution assumption: employee only about $82,709 at 4% or $55,139 at 6%; with 50% employer match about $55,139 at 4% or $36,760 at 6%; with 100% employer match about $41,354 at 4% or $27,570 at 6%.
Joe West Company Retirement Savings Plan-28$465,833$92,634$3,308iApproximate average salary by contribution assumption: employee only about $82,709 at 4% or $55,139 at 6%; with 50% employer match about $55,139 at 4% or $36,760 at 6%; with 100% employer match about $41,354 at 4% or $27,570 at 6%.
2004127$361,229$72,192$2,674iApproximate average salary by contribution assumption: employee only about $66,844 at 4% or $44,563 at 6%; with 50% employer match about $44,563 at 4% or $29,709 at 6%; with 100% employer match about $33,422 at 4% or $22,281 at 6%.
Joe West Company Retirement Savings Plan-27$361,229$72,192$2,674iApproximate average salary by contribution assumption: employee only about $66,844 at 4% or $44,563 at 6%; with 50% employer match about $44,563 at 4% or $29,709 at 6%; with 100% employer match about $33,422 at 4% or $22,281 at 6%.
2003126$281,717$73,157$2,814iApproximate average salary by contribution assumption: employee only about $70,343 at 4% or $46,896 at 6%; with 50% employer match about $46,896 at 4% or $31,264 at 6%; with 100% employer match about $35,172 at 4% or $23,448 at 6%.
Joe West Company Retirement Savings Plan-26$281,717$73,157$2,814iApproximate average salary by contribution assumption: employee only about $70,343 at 4% or $46,896 at 6%; with 50% employer match about $46,896 at 4% or $31,264 at 6%; with 100% employer match about $35,172 at 4% or $23,448 at 6%.
200210$185,185$67,943-
Joe West Company Retirement Savings Plan-0$185,185$67,943-
2001123$0$0-
Joe West Company Retirement Savings Plan-23---
2000124$210,535$38,525$1,605iApproximate average salary by contribution assumption: employee only about $40,130 at 4% or $26,753 at 6%; with 50% employer match about $26,753 at 4% or $17,836 at 6%; with 100% employer match about $20,065 at 4% or $13,377 at 6%.
Joe West Company Retirement Savings Plan-24$210,535$38,525$1,605iApproximate average salary by contribution assumption: employee only about $40,130 at 4% or $26,753 at 6%; with 50% employer match about $26,753 at 4% or $17,836 at 6%; with 100% employer match about $20,065 at 4% or $13,377 at 6%.
1999122$210,006$71,195$3,236iApproximate average salary by contribution assumption: employee only about $80,903 at 4% or $53,936 at 6%; with 50% employer match about $53,936 at 4% or $35,957 at 6%; with 100% employer match about $40,452 at 4% or $26,968 at 6%.
Joe West Company Retirement Savings Plan-22$210,006$71,195$3,236iApproximate average salary by contribution assumption: employee only about $80,903 at 4% or $53,936 at 6%; with 50% employer match about $53,936 at 4% or $35,957 at 6%; with 100% employer match about $40,452 at 4% or $26,968 at 6%.