The Nordan Trust
Plan context: THE NORDAN TRUST 401K PLAN
EIN 74-1617645 • San Antonio, TX • 40 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
1
2024 Assets
$576,126
2024 Contributions
$76,500
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 1 | $576,126 | $76,500 | $76,500iApproximate average salary by contribution assumption: employee only about $1,912,500 at 4% or $1,275,000 at 6%; with 50% employer match about $1,275,000 at 4% or $850,000 at 6%; with 100% employer match about $956,250 at 4% or $637,500 at 6%. |
| THE NORDAN TRUST 401K PLAN | - | 1 | $327,413 | $76,500 | $76,500iApproximate average salary by contribution assumption: employee only about $1,912,500 at 4% or $1,275,000 at 6%; with 50% employer match about $1,275,000 at 4% or $850,000 at 6%; with 100% employer match about $956,250 at 4% or $637,500 at 6%. |
| Retirement Plan for Employees of the Estate of Thomas Oconnor as Adopted by the Nordan Trust | - | 0 | $248,713 | - | - |
| 2023 | 2 | 20 | $3,881,934 | $58,518 | $2,926iApproximate average salary by contribution assumption: employee only about $73,148 at 4% or $48,765 at 6%; with 50% employer match about $48,765 at 4% or $32,510 at 6%; with 100% employer match about $36,574 at 4% or $24,383 at 6%. |
| Retirement Plan for Employees of the Estate of Thomas Oconnor as Adopted by the Nordan Trust | - | 20 | $3,647,225 | $28,518 | $1,426iApproximate average salary by contribution assumption: employee only about $35,648 at 4% or $23,765 at 6%; with 50% employer match about $23,765 at 4% or $15,843 at 6%; with 100% employer match about $17,824 at 4% or $11,883 at 6%. |
| THE NORDAN TRUST 401K PLAN | - | 1 | $234,709 | $30,000 | $30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%. |
| 2022 | 2 | 21 | $3,547,859 | $27,000 | $1,286iApproximate average salary by contribution assumption: employee only about $32,143 at 4% or $21,429 at 6%; with 50% employer match about $21,429 at 4% or $14,286 at 6%; with 100% employer match about $16,071 at 4% or $10,714 at 6%. |
| Retirement Plan for Employees of the Estate of Thomas Oconnor as Adopted by the Nordan Trust | - | 21 | $3,352,165 | - | - |
| THE NORDAN TRUST 401K PLAN | - | 1 | $195,694 | $27,000 | $27,000iApproximate average salary by contribution assumption: employee only about $675,000 at 4% or $450,000 at 6%; with 50% employer match about $450,000 at 4% or $300,000 at 6%; with 100% employer match about $337,500 at 4% or $225,000 at 6%. |
| 2021 | 2 | 21 | $4,376,591 | $26,000 | $1,238iApproximate average salary by contribution assumption: employee only about $30,952 at 4% or $20,635 at 6%; with 50% employer match about $20,635 at 4% or $13,757 at 6%; with 100% employer match about $15,476 at 4% or $10,317 at 6%. |
| Retirement Plan for Employees of the Estate of Thomas Oconnor as Adopted by the Nordan Trust | - | 21 | $4,211,272 | $0 | - |
| THE NORDAN TRUST 401K PLAN | - | 1 | $165,319 | $26,000 | $26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%. |
| 2020 | 2 | 21 | $3,948,959 | $134,885 | $6,423iApproximate average salary by contribution assumption: employee only about $160,577 at 4% or $107,052 at 6%; with 50% employer match about $107,052 at 4% or $71,368 at 6%; with 100% employer match about $80,289 at 4% or $53,526 at 6%. |
| Retirement Plan for Employees of the Estate of Thomas Oconnor as Adopted by the Nordan Trust | - | 21 | $3,815,462 | $108,885 | $5,185iApproximate average salary by contribution assumption: employee only about $129,625 at 4% or $86,417 at 6%; with 50% employer match about $86,417 at 4% or $57,611 at 6%; with 100% employer match about $64,813 at 4% or $43,208 at 6%. |
| Retirement Plan for Employees of the Estate of Thomas Oconnor as Adopted by the Nordan Trust | - | 1 | $133,497 | $26,000 | $26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%. |
| 2019 | 2 | 21 | $3,607,850 | $183,723 | $8,749iApproximate average salary by contribution assumption: employee only about $218,718 at 4% or $145,812 at 6%; with 50% employer match about $145,812 at 4% or $97,208 at 6%; with 100% employer match about $109,359 at 4% or $72,906 at 6%. |
| Retirement Plan for Employees of the Estate of Thomas Oconnor as Adopted by the Nordan Trust | - | 21 | $3,481,716 | $158,723 | $7,558iApproximate average salary by contribution assumption: employee only about $188,956 at 4% or $125,971 at 6%; with 50% employer match about $125,971 at 4% or $83,980 at 6%; with 100% employer match about $94,478 at 4% or $62,985 at 6%. |
| Retirement Plan for Employees of the Estate of Thomas Oconnor as Adopted by the Nordan Trust | - | 1 | $126,134 | $25,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| 2018 | 1 | 22 | $2,885,484 | $64,876 | $2,949iApproximate average salary by contribution assumption: employee only about $73,723 at 4% or $49,148 at 6%; with 50% employer match about $49,148 at 4% or $32,766 at 6%; with 100% employer match about $36,861 at 4% or $24,574 at 6%. |
| Retirement Plan for Employees of the Estate of Thomas Oconnor as Adopted by the Nordan Trust | - | 22 | $2,885,484 | $64,876 | $2,949iApproximate average salary by contribution assumption: employee only about $73,723 at 4% or $49,148 at 6%; with 50% employer match about $49,148 at 4% or $32,766 at 6%; with 100% employer match about $36,861 at 4% or $24,574 at 6%. |
| 2017 | 1 | 22 | $3,185,414 | $135,716 | $6,169iApproximate average salary by contribution assumption: employee only about $154,223 at 4% or $102,815 at 6%; with 50% employer match about $102,815 at 4% or $68,543 at 6%; with 100% employer match about $77,111 at 4% or $51,408 at 6%. |
| Retirement Plan for Employees of the Estate of Thomas Oconnor as Adopted by the Nordan Trust | - | 22 | $3,185,414 | $135,716 | $6,169iApproximate average salary by contribution assumption: employee only about $154,223 at 4% or $102,815 at 6%; with 50% employer match about $102,815 at 4% or $68,543 at 6%; with 100% employer match about $77,111 at 4% or $51,408 at 6%. |
| 2016 | 2 | 23 | $2,879,683 | $42,109 | $1,831iApproximate average salary by contribution assumption: employee only about $45,771 at 4% or $30,514 at 6%; with 50% employer match about $30,514 at 4% or $20,343 at 6%; with 100% employer match about $22,885 at 4% or $15,257 at 6%. |
| Retirement Plan for Employees of the Estate of Thomas Oconnor as Adopted by the Nordan Trust | - | 23 | $2,817,777 | $17,927 | $779iApproximate average salary by contribution assumption: employee only about $19,486 at 4% or $12,991 at 6%; with 50% employer match about $12,991 at 4% or $8,660 at 6%; with 100% employer match about $9,743 at 4% or $6,495 at 6%. |
| Retirement Plan for Employees of the Estate of Thomas Oconnor as Adopted by the Nordan Trust | - | 1 | $61,906 | $24,182 | $24,182iApproximate average salary by contribution assumption: employee only about $604,550 at 4% or $403,033 at 6%; with 50% employer match about $403,033 at 4% or $268,689 at 6%; with 100% employer match about $302,275 at 4% or $201,517 at 6%. |
| 2015 | 2 | 26 | $3,122,801 | $36,601 | $1,408iApproximate average salary by contribution assumption: employee only about $35,193 at 4% or $23,462 at 6%; with 50% employer match about $23,462 at 4% or $15,641 at 6%; with 100% employer match about $17,597 at 4% or $11,731 at 6%. |
| Retirement Plan for Employees of the Estate of Thomas Oconnor as Adopted by the Nordan Trust | - | 26 | $2,881,244 | $0 | - |
| Retirement Plan for Employees of the Estate of Thomas Oconnor as Adopted by the Nordan Trust | - | 5 | $241,557 | $36,601 | $7,320iApproximate average salary by contribution assumption: employee only about $183,005 at 4% or $122,003 at 6%; with 50% employer match about $122,003 at 4% or $81,336 at 6%; with 100% employer match about $91,503 at 4% or $61,002 at 6%. |
| 2014 | 2 | 26 | $3,415,797 | $12,000 | $462iApproximate average salary by contribution assumption: employee only about $11,538 at 4% or $7,692 at 6%; with 50% employer match about $7,692 at 4% or $5,128 at 6%; with 100% employer match about $5,769 at 4% or $3,846 at 6%. |
| Retirement Plan for Employees of the Estate of Thomas Oconnor as Adopted by the Nordan Trust | - | 26 | $3,212,737 | $0 | - |
| Retirement Plan for Employees of the Estate of Thomas Oconnor as Adopted by the Nordan Trust | - | 1 | $203,060 | $12,000 | $12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%. |
| 2013 | 2 | 28 | $3,504,939 | $14,350 | $513iApproximate average salary by contribution assumption: employee only about $12,813 at 4% or $8,542 at 6%; with 50% employer match about $8,542 at 4% or $5,694 at 6%; with 100% employer match about $6,406 at 4% or $4,271 at 6%. |
| Retirement Plan for Employees of the Estate of Thomas Oconnor as Adopted by the Nordan Trust | - | 28 | $3,282,013 | $0 | - |
| Retirement Plan for Employees of the Estate of Thomas Oconnor as Adopted by the Nordan Trust | - | 2 | $222,926 | $14,350 | $7,175iApproximate average salary by contribution assumption: employee only about $179,375 at 4% or $119,583 at 6%; with 50% employer match about $119,583 at 4% or $79,722 at 6%; with 100% employer match about $89,688 at 4% or $59,792 at 6%. |
| 2012 | 2 | 28 | $3,415,625 | $13,200 | $471iApproximate average salary by contribution assumption: employee only about $11,786 at 4% or $7,857 at 6%; with 50% employer match about $7,857 at 4% or $5,238 at 6%; with 100% employer match about $5,893 at 4% or $3,929 at 6%. |
| Retirement Plan for Employees of the Estate of Thomas Oconnor as Adopted by the Nordan Trust | - | 28 | $3,250,092 | $0 | - |
| Retirement Plan for Employees of the Estate of Thomas Oconnor as Adopted by the Nordan Trust | - | 2 | $165,533 | $13,200 | $6,600iApproximate average salary by contribution assumption: employee only about $165,000 at 4% or $110,000 at 6%; with 50% employer match about $110,000 at 4% or $73,333 at 6%; with 100% employer match about $82,500 at 4% or $55,000 at 6%. |
| 2011 | 2 | 28 | $3,568,276 | $18,100 | $646iApproximate average salary by contribution assumption: employee only about $16,161 at 4% or $10,774 at 6%; with 50% employer match about $10,774 at 4% or $7,183 at 6%; with 100% employer match about $8,080 at 4% or $5,387 at 6%. |
| Retirement Plan for Employees of the Estate of Thomas Oconnor as Adopted by the Nordan Trust | - | 28 | $3,331,914 | $0 | - |
| Retirement Plan for Employees of the Estate of Thomas Oconnor as Adopted by the Nordan Trust | - | 5 | $236,362 | $18,100 | $3,620iApproximate average salary by contribution assumption: employee only about $90,500 at 4% or $60,333 at 6%; with 50% employer match about $60,333 at 4% or $40,222 at 6%; with 100% employer match about $45,250 at 4% or $30,167 at 6%. |
| 2010 | 2 | 27 | $3,577,596 | $59,250 | $2,194iApproximate average salary by contribution assumption: employee only about $54,861 at 4% or $36,574 at 6%; with 50% employer match about $36,574 at 4% or $24,383 at 6%; with 100% employer match about $27,431 at 4% or $18,287 at 6%. |
| Retirement Plan for Employees of the Estate of Thomas Oconnor as Adopted by the Nordan Trust | - | 27 | $3,346,181 | $38,500 | $1,426iApproximate average salary by contribution assumption: employee only about $35,648 at 4% or $23,765 at 6%; with 50% employer match about $23,765 at 4% or $15,844 at 6%; with 100% employer match about $17,824 at 4% or $11,883 at 6%. |
| Retirement Plan for Employees of the Estate of Thomas Oconnor as Adopted by the Nordan Trust | - | 5 | $231,415 | $20,750 | $4,150iApproximate average salary by contribution assumption: employee only about $103,750 at 4% or $69,167 at 6%; with 50% employer match about $69,167 at 4% or $46,111 at 6%; with 100% employer match about $51,875 at 4% or $34,583 at 6%. |
| 2009 | 2 | 28 | $3,386,869 | $20,325 | $726iApproximate average salary by contribution assumption: employee only about $18,147 at 4% or $12,098 at 6%; with 50% employer match about $12,098 at 4% or $8,065 at 6%; with 100% employer match about $9,074 at 4% or $6,049 at 6%. |
| Retirement Plan for Employees of the Estate of Thomas Oconnor as Adopted by the Nordan Trust | - | 28 | $3,186,322 | - | - |
| Retirement Plan for Employees of the Estate of Thomas Oconnor as Adopted by the Nordan Trust | - | 6 | $200,547 | $20,325 | $3,388iApproximate average salary by contribution assumption: employee only about $84,688 at 4% or $56,458 at 6%; with 50% employer match about $56,458 at 4% or $37,639 at 6%; with 100% employer match about $42,344 at 4% or $28,229 at 6%. |
| 2008 | 1 | 6 | $177,340 | $26,025 | $4,338iApproximate average salary by contribution assumption: employee only about $108,438 at 4% or $72,292 at 6%; with 50% employer match about $72,292 at 4% or $48,194 at 6%; with 100% employer match about $54,219 at 4% or $36,146 at 6%. |
| Retirement Plan for Employees of the Estate of Thomas Oconnor as Adopted by the Nordan Trust | - | 6 | $177,340 | $26,025 | $4,338iApproximate average salary by contribution assumption: employee only about $108,438 at 4% or $72,292 at 6%; with 50% employer match about $72,292 at 4% or $48,194 at 6%; with 100% employer match about $54,219 at 4% or $36,146 at 6%. |
| 2007 | 1 | 6 | $186,138 | $21,127 | $3,521iApproximate average salary by contribution assumption: employee only about $88,029 at 4% or $58,686 at 6%; with 50% employer match about $58,686 at 4% or $39,124 at 6%; with 100% employer match about $44,015 at 4% or $29,343 at 6%. |
| Retirement Plan for Employees of the Estate of Thomas Oconnor as Adopted by the Nordan Trust | - | 6 | $186,138 | $21,127 | $3,521iApproximate average salary by contribution assumption: employee only about $88,029 at 4% or $58,686 at 6%; with 50% employer match about $58,686 at 4% or $39,124 at 6%; with 100% employer match about $44,015 at 4% or $29,343 at 6%. |
| 2006 | 1 | 6 | $138,154 | $17,075 | $2,846iApproximate average salary by contribution assumption: employee only about $71,146 at 4% or $47,431 at 6%; with 50% employer match about $47,431 at 4% or $31,620 at 6%; with 100% employer match about $35,573 at 4% or $23,715 at 6%. |
| Retirement Plan for Employees of the Estate of Thomas Oconnor as Adopted by the Nordan Trust | - | 6 | $138,154 | $17,075 | $2,846iApproximate average salary by contribution assumption: employee only about $71,146 at 4% or $47,431 at 6%; with 50% employer match about $47,431 at 4% or $31,620 at 6%; with 100% employer match about $35,573 at 4% or $23,715 at 6%. |
| 2005 | 1 | 6 | $102,331 | $23,500 | $3,917iApproximate average salary by contribution assumption: employee only about $97,917 at 4% or $65,278 at 6%; with 50% employer match about $65,278 at 4% or $43,519 at 6%; with 100% employer match about $48,958 at 4% or $32,639 at 6%. |
| Retirement Plan for Employees of the Estate of Thomas Oconnor as Adopted by the Nordan Trust | - | 6 | $102,331 | $23,500 | $3,917iApproximate average salary by contribution assumption: employee only about $97,917 at 4% or $65,278 at 6%; with 50% employer match about $65,278 at 4% or $43,519 at 6%; with 100% employer match about $48,958 at 4% or $32,639 at 6%. |
| 2004 | 1 | 7 | $137,466 | $29,017 | $4,145iApproximate average salary by contribution assumption: employee only about $103,632 at 4% or $69,088 at 6%; with 50% employer match about $69,088 at 4% or $46,059 at 6%; with 100% employer match about $51,816 at 4% or $34,544 at 6%. |
| Retirement Plan for Employees of the Estate of Thomas Oconnor as Adopted by the Nordan Trust | - | 7 | $137,466 | $29,017 | $4,145iApproximate average salary by contribution assumption: employee only about $103,632 at 4% or $69,088 at 6%; with 50% employer match about $69,088 at 4% or $46,059 at 6%; with 100% employer match about $51,816 at 4% or $34,544 at 6%. |
| 2003 | 1 | 5 | $2,481,176 | $50,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| Retirement Plan for Employees of the Estate of Thomas Oconnor as Adopted by the Nordan Trust | - | 5 | $2,481,176 | $50,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| 2002 | 1 | 5 | $2,399,857 | $0 | - |
| Retirement Plan for Employees of the Estate of Thomas Oconnor as Adopted by the Nordan Trust | - | 5 | $2,399,857 | - | - |
| 2001 | 1 | 6 | $34,520 | $26,400 | $4,400iApproximate average salary by contribution assumption: employee only about $110,000 at 4% or $73,333 at 6%; with 50% employer match about $73,333 at 4% or $48,889 at 6%; with 100% employer match about $55,000 at 4% or $36,667 at 6%. |
| Retirement Plan for Employees of the Estate of Thomas Oconnor as Adopted by the Nordan Trust | - | 6 | $34,520 | $26,400 | $4,400iApproximate average salary by contribution assumption: employee only about $110,000 at 4% or $73,333 at 6%; with 50% employer match about $73,333 at 4% or $48,889 at 6%; with 100% employer match about $55,000 at 4% or $36,667 at 6%. |
| 2000 | 1 | 6 | $2,870,825 | $0 | - |
| Retirement Plan for Employees of the Estate of Thomas Oconnor as Adopted by the Nordan Trust | - | 6 | $2,870,825 | - | - |
| 1999 | 1 | 32 | $7,747,640 | $0 | - |
| Retirement Plan for Employees of the Estate of Thomas Oconnor as Adopted by the Nordan Trust | - | 32 | $7,747,640 | - | - |