Civic Intelligence

Ofi Global Asset Management Inc.

Plan context: Ofi Global Retirement Savings Plan

EIN 84-0765063 • New York, NY • 13 filings • 2 plans

225 Liberty StreetNew York, NY 10281-1008
Current Snapshot

Latest Year

2021

2021 Participants

572

2021 Assets

$495,677,894

2021 Contributions

$467,927

Historical Graphs

Total Assets Over Time

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

$797,335,564$398,667,782$0201320172020YearValue
$495,677,894Latest year 2020

Participants Over Time

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

2,1081,0540201320172020YearValue
572Latest year 2020

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
202110$0$0-
Ofi Global Retirement Savings Plan-0---
20201572$495,677,894$467,927$818iApproximate average salary by contribution assumption: employee only about $20,451 at 4% or $13,634 at 6%; with 50% employer match about $13,634 at 4% or $9,089 at 6%; with 100% employer match about $10,226 at 4% or $6,817 at 6%.
Ofi Global Retirement Savings Plan-572$495,677,894$467,927$818iApproximate average salary by contribution assumption: employee only about $20,451 at 4% or $13,634 at 6%; with 50% employer match about $13,634 at 4% or $9,089 at 6%; with 100% employer match about $10,226 at 4% or $6,817 at 6%.
20192974$588,966,579$58,734,874$60,303iApproximate average salary by contribution assumption: employee only about $1,507,569 at 4% or $1,005,046 at 6%; with 50% employer match about $1,005,046 at 4% or $670,031 at 6%; with 100% employer match about $753,784 at 4% or $502,523 at 6%.
Ofi Global Retirement Savings Plan-974$588,966,579$58,734,874$60,303iApproximate average salary by contribution assumption: employee only about $1,507,569 at 4% or $1,005,046 at 6%; with 50% employer match about $1,005,046 at 4% or $670,031 at 6%; with 100% employer match about $753,784 at 4% or $502,523 at 6%.
Ofi Global Employee Welfare Plan (F/K/A Oppenheimerfunds Inc. Employee Welfare Plan)-0---
201822,023$736,056,690$59,570,246$29,446iApproximate average salary by contribution assumption: employee only about $736,162 at 4% or $490,775 at 6%; with 50% employer match about $490,775 at 4% or $327,183 at 6%; with 100% employer match about $368,081 at 4% or $245,387 at 6%.
Ofi Global Retirement Savings Plan-2,023$736,056,690$59,570,246$29,446iApproximate average salary by contribution assumption: employee only about $736,162 at 4% or $490,775 at 6%; with 50% employer match about $490,775 at 4% or $327,183 at 6%; with 100% employer match about $368,081 at 4% or $245,387 at 6%.
Ofi Global Employee Welfare Plan (F/K/A Oppenheimerfunds Inc. Employee Welfare Plan)-1,961---
201722,050$797,335,564$52,963,170$25,836iApproximate average salary by contribution assumption: employee only about $645,892 at 4% or $430,595 at 6%; with 50% employer match about $430,595 at 4% or $287,063 at 6%; with 100% employer match about $322,946 at 4% or $215,297 at 6%.
Ofi Global Retirement Savings Plan-2,050$797,335,564$52,963,170$25,836iApproximate average salary by contribution assumption: employee only about $645,892 at 4% or $430,595 at 6%; with 50% employer match about $430,595 at 4% or $287,063 at 6%; with 100% employer match about $322,946 at 4% or $215,297 at 6%.
Ofi Global Employee Welfare Plan (F/K/A Oppenheimerfunds Inc. Employee Welfare Plan)-2,000---
201622,083$651,999,110$53,132,967$25,508iApproximate average salary by contribution assumption: employee only about $637,698 at 4% or $425,132 at 6%; with 50% employer match about $425,132 at 4% or $283,421 at 6%; with 100% employer match about $318,849 at 4% or $212,566 at 6%.
Ofi Global Retirement Savings Plan-2,083$651,999,110$53,132,967$25,508iApproximate average salary by contribution assumption: employee only about $637,698 at 4% or $425,132 at 6%; with 50% employer match about $425,132 at 4% or $283,421 at 6%; with 100% employer match about $318,849 at 4% or $212,566 at 6%.
Ofi Global Employee Welfare Plan (F/K/A Oppenheimerfunds Inc. Employee Welfare Plan)-2,028---
201512,108$603,391,648$51,791,320$24,569iApproximate average salary by contribution assumption: employee only about $614,223 at 4% or $409,482 at 6%; with 50% employer match about $409,482 at 4% or $272,988 at 6%; with 100% employer match about $307,112 at 4% or $204,741 at 6%.
Ofi Global Retirement Savings Plan-2,108$603,391,648$51,791,320$24,569iApproximate average salary by contribution assumption: employee only about $614,223 at 4% or $409,482 at 6%; with 50% employer match about $409,482 at 4% or $272,988 at 6%; with 100% employer match about $307,112 at 4% or $204,741 at 6%.
201412,093$592,636,120$45,682,115$21,826iApproximate average salary by contribution assumption: employee only about $545,654 at 4% or $363,769 at 6%; with 50% employer match about $363,769 at 4% or $242,513 at 6%; with 100% employer match about $272,827 at 4% or $181,885 at 6%.
Ofi Global Retirement Savings Plan-2,093$592,636,120$45,682,115$21,826iApproximate average salary by contribution assumption: employee only about $545,654 at 4% or $363,769 at 6%; with 50% employer match about $363,769 at 4% or $242,513 at 6%; with 100% employer match about $272,827 at 4% or $181,885 at 6%.
201312,060$554,935,308$45,176,260$21,930iApproximate average salary by contribution assumption: employee only about $548,256 at 4% or $365,504 at 6%; with 50% employer match about $365,504 at 4% or $243,669 at 6%; with 100% employer match about $274,128 at 4% or $182,752 at 6%.
Ofi Global Retirement Savings Plan-2,060$554,935,308$45,176,260$21,930iApproximate average salary by contribution assumption: employee only about $548,256 at 4% or $365,504 at 6%; with 50% employer match about $365,504 at 4% or $243,669 at 6%; with 100% employer match about $274,128 at 4% or $182,752 at 6%.