Oaks Card Club
Plan context: Oaks 401K Plan & Trust
EIN 94-1194137 • Emeryville, CA • 50 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
165
2024 Assets
$26,473,505
2024 Contributions
$1,313,313
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 | 165 | $26,473,505 | $1,313,313 | $7,959iApproximate average salary by contribution assumption: employee only about $198,987 at 4% or $132,658 at 6%; with 50% employer match about $132,658 at 4% or $88,439 at 6%; with 100% employer match about $99,493 at 4% or $66,329 at 6%. |
| Oaks 401K Plan & Trust | - | 165 | $26,473,505 | $1,313,313 | $7,959iApproximate average salary by contribution assumption: employee only about $198,987 at 4% or $132,658 at 6%; with 50% employer match about $132,658 at 4% or $88,439 at 6%; with 100% employer match about $99,493 at 4% or $66,329 at 6%. |
| Oaks Card Club Group Insurance Plan | - | 101 | - | - | - |
| 2023 | 2 | 206 | $21,775,599 | $1,298,721 | $6,304iApproximate average salary by contribution assumption: employee only about $157,612 at 4% or $105,075 at 6%; with 50% employer match about $105,075 at 4% or $70,050 at 6%; with 100% employer match about $78,806 at 4% or $52,537 at 6%. |
| Oaks 401K Plan & Trust | - | 206 | $21,775,599 | $1,298,721 | $6,304iApproximate average salary by contribution assumption: employee only about $157,612 at 4% or $105,075 at 6%; with 50% employer match about $105,075 at 4% or $70,050 at 6%; with 100% employer match about $78,806 at 4% or $52,537 at 6%. |
| Oaks Card Club Group Insurance Plan | - | 107 | - | - | - |
| 2022 | 2 | 213 | $17,983,290 | $1,222,726 | $5,740iApproximate average salary by contribution assumption: employee only about $143,512 at 4% or $95,675 at 6%; with 50% employer match about $95,675 at 4% or $63,783 at 6%; with 100% employer match about $71,756 at 4% or $47,837 at 6%. |
| Oaks 401K Plan & Trust | - | 213 | $17,983,290 | $1,222,726 | $5,740iApproximate average salary by contribution assumption: employee only about $143,512 at 4% or $95,675 at 6%; with 50% employer match about $95,675 at 4% or $63,783 at 6%; with 100% employer match about $71,756 at 4% or $47,837 at 6%. |
| Oaks Card Club Group Insurance Plan | - | 150 | - | - | - |
| 2021 | 1 | 201 | $22,506,281 | $847,032 | $4,214iApproximate average salary by contribution assumption: employee only about $105,352 at 4% or $70,235 at 6%; with 50% employer match about $70,235 at 4% or $46,823 at 6%; with 100% employer match about $52,676 at 4% or $35,117 at 6%. |
| Oaks 401K Plan & Trust | - | 201 | $22,506,281 | $847,032 | $4,214iApproximate average salary by contribution assumption: employee only about $105,352 at 4% or $70,235 at 6%; with 50% employer match about $70,235 at 4% or $46,823 at 6%; with 100% employer match about $52,676 at 4% or $35,117 at 6%. |
| 2020 | 1 | 17 | $22,125,274 | $544,269 | $32,016iApproximate average salary by contribution assumption: employee only about $800,396 at 4% or $533,597 at 6%; with 50% employer match about $533,597 at 4% or $355,731 at 6%; with 100% employer match about $400,198 at 4% or $266,799 at 6%. |
| Oaks 401K Plan & Trust | - | 17 | $22,125,274 | $544,269 | $32,016iApproximate average salary by contribution assumption: employee only about $800,396 at 4% or $533,597 at 6%; with 50% employer match about $533,597 at 4% or $355,731 at 6%; with 100% employer match about $400,198 at 4% or $266,799 at 6%. |
| 2019 | 2 | 304 | $22,411,725 | $1,393,392 | $4,584iApproximate average salary by contribution assumption: employee only about $114,588 at 4% or $76,392 at 6%; with 50% employer match about $76,392 at 4% or $50,928 at 6%; with 100% employer match about $57,294 at 4% or $38,196 at 6%. |
| Oaks 401K Plan & Trust | - | 304 | $22,411,725 | $1,393,392 | $4,584iApproximate average salary by contribution assumption: employee only about $114,588 at 4% or $76,392 at 6%; with 50% employer match about $76,392 at 4% or $50,928 at 6%; with 100% employer match about $57,294 at 4% or $38,196 at 6%. |
| Oaks Card Club Group Insurance Plan | - | 23 | - | - | - |
| 2018 | 2 | 289 | $17,923,462 | $1,267,318 | $4,385iApproximate average salary by contribution assumption: employee only about $109,630 at 4% or $73,086 at 6%; with 50% employer match about $73,086 at 4% or $48,724 at 6%; with 100% employer match about $54,815 at 4% or $36,543 at 6%. |
| Oaks 401K Plan & Trust | - | 289 | $17,923,462 | $1,267,318 | $4,385iApproximate average salary by contribution assumption: employee only about $109,630 at 4% or $73,086 at 6%; with 50% employer match about $73,086 at 4% or $48,724 at 6%; with 100% employer match about $54,815 at 4% or $36,543 at 6%. |
| Oaks Card Club Group Insurance Plan | - | 116 | - | - | - |
| 2017 | 2 | 270 | $18,957,280 | $1,153,016 | $4,270iApproximate average salary by contribution assumption: employee only about $106,761 at 4% or $71,174 at 6%; with 50% employer match about $71,174 at 4% or $47,449 at 6%; with 100% employer match about $53,380 at 4% or $35,587 at 6%. |
| Oaks 401K Plan & Trust | - | 270 | $18,957,280 | $1,153,016 | $4,270iApproximate average salary by contribution assumption: employee only about $106,761 at 4% or $71,174 at 6%; with 50% employer match about $71,174 at 4% or $47,449 at 6%; with 100% employer match about $53,380 at 4% or $35,587 at 6%. |
| Oaks Card Club Group Insurance Plan | - | 112 | - | - | - |
| 2016 | 2 | 279 | $17,660,096 | $1,198,354 | $4,295iApproximate average salary by contribution assumption: employee only about $107,379 at 4% or $71,586 at 6%; with 50% employer match about $71,586 at 4% or $47,724 at 6%; with 100% employer match about $53,690 at 4% or $35,793 at 6%. |
| Oaks 401K Plan & Trust | - | 279 | $17,660,096 | $1,198,354 | $4,295iApproximate average salary by contribution assumption: employee only about $107,379 at 4% or $71,586 at 6%; with 50% employer match about $71,586 at 4% or $47,724 at 6%; with 100% employer match about $53,690 at 4% or $35,793 at 6%. |
| Oaks Card Club Group Insurance Plan | - | 204 | - | - | - |
| 2015 | 2 | 273 | $18,194,254 | $1,034,986 | $3,791iApproximate average salary by contribution assumption: employee only about $94,779 at 4% or $63,186 at 6%; with 50% employer match about $63,186 at 4% or $42,124 at 6%; with 100% employer match about $47,389 at 4% or $31,593 at 6%. |
| Oaks 401K Plan & Trust | - | 273 | $18,194,254 | $1,034,986 | $3,791iApproximate average salary by contribution assumption: employee only about $94,779 at 4% or $63,186 at 6%; with 50% employer match about $63,186 at 4% or $42,124 at 6%; with 100% employer match about $47,389 at 4% or $31,593 at 6%. |
| Oaks Card Club Group Insurance Plan | - | 211 | - | - | - |
| 2014 | 2 | 305 | $19,213,472 | $1,075,174 | $3,525iApproximate average salary by contribution assumption: employee only about $88,129 at 4% or $58,753 at 6%; with 50% employer match about $58,753 at 4% or $39,168 at 6%; with 100% employer match about $44,065 at 4% or $29,376 at 6%. |
| Oaks 401K Plan & Trust | - | 305 | $19,213,472 | $1,075,174 | $3,525iApproximate average salary by contribution assumption: employee only about $88,129 at 4% or $58,753 at 6%; with 50% employer match about $58,753 at 4% or $39,168 at 6%; with 100% employer match about $44,065 at 4% or $29,376 at 6%. |
| Oaks Card Club Group Insurance Plan | - | 246 | - | - | - |
| 2013 | 2 | 315 | $18,083,649 | $1,068,243 | $3,391iApproximate average salary by contribution assumption: employee only about $84,781 at 4% or $56,521 at 6%; with 50% employer match about $56,521 at 4% or $37,681 at 6%; with 100% employer match about $42,391 at 4% or $28,260 at 6%. |
| Oaks 401K Plan & Trust | - | 315 | $18,083,649 | $1,068,243 | $3,391iApproximate average salary by contribution assumption: employee only about $84,781 at 4% or $56,521 at 6%; with 50% employer match about $56,521 at 4% or $37,681 at 6%; with 100% employer match about $42,391 at 4% or $28,260 at 6%. |
| Oaks Card Club Group Insurance Plan | - | 243 | - | - | - |
| 2012 | 2 | 322 | $15,351,094 | $1,171,247 | $3,637iApproximate average salary by contribution assumption: employee only about $90,935 at 4% or $60,624 at 6%; with 50% employer match about $60,624 at 4% or $40,416 at 6%; with 100% employer match about $45,468 at 4% or $30,312 at 6%. |
| Oaks 401K Plan & Trust | - | 322 | $15,351,094 | $1,171,247 | $3,637iApproximate average salary by contribution assumption: employee only about $90,935 at 4% or $60,624 at 6%; with 50% employer match about $60,624 at 4% or $40,416 at 6%; with 100% employer match about $45,468 at 4% or $30,312 at 6%. |
| Oaks Card Club Group Insurance Plan | - | 277 | - | - | - |
| 2011 | 2 | 305 | $15,342,079 | $1,103,071 | $3,617iApproximate average salary by contribution assumption: employee only about $90,416 at 4% or $60,277 at 6%; with 50% employer match about $60,277 at 4% or $40,185 at 6%; with 100% employer match about $45,208 at 4% or $30,139 at 6%. |
| Oaks 401K Plan & Trust | - | 305 | $15,342,079 | $1,103,071 | $3,617iApproximate average salary by contribution assumption: employee only about $90,416 at 4% or $60,277 at 6%; with 50% employer match about $60,277 at 4% or $40,185 at 6%; with 100% employer match about $45,208 at 4% or $30,139 at 6%. |
| Oaks Card Club Group Insurance Plan | - | 278 | - | - | - |
| 2010 | 2 | 369 | $17,174,574 | $1,361,725 | $3,690iApproximate average salary by contribution assumption: employee only about $92,258 at 4% or $61,505 at 6%; with 50% employer match about $61,505 at 4% or $41,003 at 6%; with 100% employer match about $46,129 at 4% or $30,753 at 6%. |
| Oaks 401K Plan & Trust | - | 323 | $17,174,574 | $1,361,725 | $4,216iApproximate average salary by contribution assumption: employee only about $105,397 at 4% or $70,264 at 6%; with 50% employer match about $70,264 at 4% or $46,843 at 6%; with 100% employer match about $52,698 at 4% or $35,132 at 6%. |
| Oaks Card Club Group Insurance Plan | - | 369 | - | - | - |
| 2009 | 2 | 346 | $15,223,142 | $1,433,747 | $4,144iApproximate average salary by contribution assumption: employee only about $103,594 at 4% or $69,063 at 6%; with 50% employer match about $69,063 at 4% or $46,042 at 6%; with 100% employer match about $51,797 at 4% or $34,531 at 6%. |
| Oaks 401K Plan & Trust | - | 346 | $15,223,142 | $1,433,747 | $4,144iApproximate average salary by contribution assumption: employee only about $103,594 at 4% or $69,063 at 6%; with 50% employer match about $69,063 at 4% or $46,042 at 6%; with 100% employer match about $51,797 at 4% or $34,531 at 6%. |
| Oaks Card Club Group Insurance Plan | - | 345 | - | - | - |
| 2008 | 2 | 347 | $12,264,153 | $1,599,227 | $4,609iApproximate average salary by contribution assumption: employee only about $115,218 at 4% or $76,812 at 6%; with 50% employer match about $76,812 at 4% or $51,208 at 6%; with 100% employer match about $57,609 at 4% or $38,406 at 6%. |
| Oaks 401K Plan & Trust | - | 347 | $12,264,153 | $1,599,227 | $4,609iApproximate average salary by contribution assumption: employee only about $115,218 at 4% or $76,812 at 6%; with 50% employer match about $76,812 at 4% or $51,208 at 6%; with 100% employer match about $57,609 at 4% or $38,406 at 6%. |
| Oaks Card Club Group Insurance Plan | - | 275 | - | - | - |
| 2007 | 2 | 362 | $17,895,978 | $1,613,919 | $4,458iApproximate average salary by contribution assumption: employee only about $111,458 at 4% or $74,306 at 6%; with 50% employer match about $74,306 at 4% or $49,537 at 6%; with 100% employer match about $55,729 at 4% or $37,153 at 6%. |
| Oaks 401K Plan & Trust | - | 335 | $17,895,978 | $1,613,919 | $4,818iApproximate average salary by contribution assumption: employee only about $120,442 at 4% or $80,294 at 6%; with 50% employer match about $80,294 at 4% or $53,530 at 6%; with 100% employer match about $60,221 at 4% or $40,147 at 6%. |
| Oaks Card Club Group Insurance Plan | - | 362 | - | - | - |
| 2006 | 2 | 333 | $15,452,067 | $1,536,818 | $4,615iApproximate average salary by contribution assumption: employee only about $115,377 at 4% or $76,918 at 6%; with 50% employer match about $76,918 at 4% or $51,279 at 6%; with 100% employer match about $57,688 at 4% or $38,459 at 6%. |
| Oaks 401K Plan & Trust | - | 333 | $15,452,067 | $1,536,818 | $4,615iApproximate average salary by contribution assumption: employee only about $115,377 at 4% or $76,918 at 6%; with 50% employer match about $76,918 at 4% or $51,279 at 6%; with 100% employer match about $57,688 at 4% or $38,459 at 6%. |
| Oaks Card Club Group Insurance Plan | - | 293 | - | - | - |
| 2005 | 2 | 315 | $13,436,901 | $1,467,367 | $4,658iApproximate average salary by contribution assumption: employee only about $116,458 at 4% or $77,638 at 6%; with 50% employer match about $77,638 at 4% or $51,759 at 6%; with 100% employer match about $58,229 at 4% or $38,819 at 6%. |
| Oaks 401K Plan & Trust | - | 315 | $13,436,901 | $1,467,367 | $4,658iApproximate average salary by contribution assumption: employee only about $116,458 at 4% or $77,638 at 6%; with 50% employer match about $77,638 at 4% or $51,759 at 6%; with 100% employer match about $58,229 at 4% or $38,819 at 6%. |
| Oaks Card Club Group Insurance Plan | - | 286 | - | - | - |
| 2004 | 2 | 301 | $0 | $0 | - |
| Oaks Card Club Group Insurance Plan | - | 282 | - | - | - |
| Oaks 401K Plan & Trust | - | 301 | - | - | - |
| 2003 | 2 | 299 | $10,928,185 | $1,262,316 | $4,222iApproximate average salary by contribution assumption: employee only about $105,545 at 4% or $70,363 at 6%; with 50% employer match about $70,363 at 4% or $46,909 at 6%; with 100% employer match about $52,772 at 4% or $35,182 at 6%. |
| Oaks 401K Plan & Trust | - | 299 | $10,928,185 | $1,262,316 | $4,222iApproximate average salary by contribution assumption: employee only about $105,545 at 4% or $70,363 at 6%; with 50% employer match about $70,363 at 4% or $46,909 at 6%; with 100% employer match about $52,772 at 4% or $35,182 at 6%. |
| Oaks Card Club Group Insurance Plan | - | 269 | - | - | - |
| 2002 | 2 | 282 | $8,347,197 | $1,329,034 | $4,713iApproximate average salary by contribution assumption: employee only about $117,822 at 4% or $78,548 at 6%; with 50% employer match about $78,548 at 4% or $52,365 at 6%; with 100% employer match about $58,911 at 4% or $39,274 at 6%. |
| Oaks 401K Plan & Trust | - | 282 | $8,347,197 | $1,329,034 | $4,713iApproximate average salary by contribution assumption: employee only about $117,822 at 4% or $78,548 at 6%; with 50% employer match about $78,548 at 4% or $52,365 at 6%; with 100% employer match about $58,911 at 4% or $39,274 at 6%. |
| Oaks Card Club Group Insurance Plan | - | 264 | - | - | - |
| 2001 | 2 | 256 | $9,079,274 | $1,236,470 | $4,830iApproximate average salary by contribution assumption: employee only about $120,749 at 4% or $80,499 at 6%; with 50% employer match about $80,499 at 4% or $53,666 at 6%; with 100% employer match about $60,375 at 4% or $40,250 at 6%. |
| Oaks 401K Plan & Trust | - | 248 | $9,079,274 | $1,236,470 | $4,986iApproximate average salary by contribution assumption: employee only about $124,644 at 4% or $83,096 at 6%; with 50% employer match about $83,096 at 4% or $55,397 at 6%; with 100% employer match about $62,322 at 4% or $41,548 at 6%. |
| Oaks Card Club Group Insurance Plan | - | 256 | - | - | - |
| 2000 | 2 | 262 | $0 | $0 | - |
| Oaks Card Club Group Insurance Plan | - | 262 | - | - | - |
| Oaks 401K Plan & Trust | - | 260 | - | - | - |
| 1999 | 2 | 277 | $9,818,649 | $1,195,316 | $4,315iApproximate average salary by contribution assumption: employee only about $107,881 at 4% or $71,920 at 6%; with 50% employer match about $71,920 at 4% or $47,947 at 6%; with 100% employer match about $53,940 at 4% or $35,960 at 6%. |
| Oaks 401K Plan & Trust | - | 277 | $9,818,649 | $1,195,316 | $4,315iApproximate average salary by contribution assumption: employee only about $107,881 at 4% or $71,920 at 6%; with 50% employer match about $71,920 at 4% or $47,947 at 6%; with 100% employer match about $53,940 at 4% or $35,960 at 6%. |
| Oaks Card Club Group Insurance Plan | - | 275 | - | - | - |