Civic Intelligence

Optical Associates Inc.

Plan context: Optical Associates Inc. 401(K) Plan and Trust

EIN 94-2201014 • Milpitas, CA • 52 filings • 7 plans

464 S Hillview DrMilpitas, CA 95035
Current Snapshot

Latest Year

2024

2024 Participants

29

2024 Assets

$6,329,394

2024 Contributions

$374,031

Historical Graphs

Total Assets Over Time

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

$6,329,394$3,164,697$0199920122024YearValue
$6,329,394Latest year 2024

Participants Over Time

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

42210199920122024YearValue
29Latest 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
2024229$6,329,394$374,031$12,898iApproximate average salary by contribution assumption: employee only about $322,441 at 4% or $214,960 at 6%; with 50% employer match about $214,960 at 4% or $143,307 at 6%; with 100% employer match about $161,220 at 4% or $107,480 at 6%.
Optical Associates Inc. 401(K) Plan and Trust-29$4,467,238$374,031$12,898iApproximate average salary by contribution assumption: employee only about $322,441 at 4% or $214,960 at 6%; with 50% employer match about $214,960 at 4% or $143,307 at 6%; with 100% employer match about $161,220 at 4% or $107,480 at 6%.
Oai Employee Stock Ownership Plan-29$1,862,156--
2023229$5,554,639$141,818$4,890iApproximate average salary by contribution assumption: employee only about $122,257 at 4% or $81,505 at 6%; with 50% employer match about $81,505 at 4% or $54,336 at 6%; with 100% employer match about $61,128 at 4% or $40,752 at 6%.
Optical Associates Inc. 401(K) Plan and Trust-29$3,439,482$141,818$4,890iApproximate average salary by contribution assumption: employee only about $122,257 at 4% or $81,505 at 6%; with 50% employer match about $81,505 at 4% or $54,336 at 6%; with 100% employer match about $61,128 at 4% or $40,752 at 6%.
Oai Employee Stock Ownership Plan-26$2,115,157--
2022228$4,900,533$156,737$5,598iApproximate average salary by contribution assumption: employee only about $139,944 at 4% or $93,296 at 6%; with 50% employer match about $93,296 at 4% or $62,197 at 6%; with 100% employer match about $69,972 at 4% or $46,648 at 6%.
Optical Associates Inc. 401(K) Plan and Trust-28$2,737,621$156,737$5,598iApproximate average salary by contribution assumption: employee only about $139,944 at 4% or $93,296 at 6%; with 50% employer match about $93,296 at 4% or $62,197 at 6%; with 100% employer match about $69,972 at 4% or $46,648 at 6%.
Oai Employee Stock Ownership Plan-27$2,162,912--
2021228$5,754,381$125,122$4,469iApproximate average salary by contribution assumption: employee only about $111,716 at 4% or $74,477 at 6%; with 50% employer match about $74,477 at 4% or $49,652 at 6%; with 100% employer match about $55,858 at 4% or $37,239 at 6%.
Optical Associates Inc. 401(K) Plan and Trust-28$3,260,903$125,122$4,469iApproximate average salary by contribution assumption: employee only about $111,716 at 4% or $74,477 at 6%; with 50% employer match about $74,477 at 4% or $49,652 at 6%; with 100% employer match about $55,858 at 4% or $37,239 at 6%.
Oai Employee Stock Ownership Plan-25$2,493,478--
2020227$5,034,143$313,485$11,611iApproximate average salary by contribution assumption: employee only about $290,264 at 4% or $193,509 at 6%; with 50% employer match about $193,509 at 4% or $129,006 at 6%; with 100% employer match about $145,132 at 4% or $96,755 at 6%.
Optical Associates Inc. 401(K) Plan and Trust-27$2,748,322$113,485$4,203iApproximate average salary by contribution assumption: employee only about $105,079 at 4% or $70,052 at 6%; with 50% employer match about $70,052 at 4% or $46,702 at 6%; with 100% employer match about $52,539 at 4% or $35,026 at 6%.
Oai Employee Stock Ownership Plan-26$2,285,821$200,000$7,692iApproximate average salary by contribution assumption: employee only about $192,308 at 4% or $128,205 at 6%; with 50% employer match about $128,205 at 4% or $85,470 at 6%; with 100% employer match about $96,154 at 4% or $64,103 at 6%.
2019227$3,391,367$312,977$11,592iApproximate average salary by contribution assumption: employee only about $289,794 at 4% or $193,196 at 6%; with 50% employer match about $193,196 at 4% or $128,797 at 6%; with 100% employer match about $144,897 at 4% or $96,598 at 6%.
Optical Associates Inc. 401(K) Plan and Trust-27$2,284,054$112,977$4,184iApproximate average salary by contribution assumption: employee only about $104,608 at 4% or $69,739 at 6%; with 50% employer match about $69,739 at 4% or $46,493 at 6%; with 100% employer match about $52,304 at 4% or $34,869 at 6%.
Oai Employee Stock Ownership Plan-25$1,107,313$200,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
2018226$2,635,418$60,098$2,311iApproximate average salary by contribution assumption: employee only about $57,787 at 4% or $38,524 at 6%; with 50% employer match about $38,524 at 4% or $25,683 at 6%; with 100% employer match about $28,893 at 4% or $19,262 at 6%.
Optical Associates Inc. 401(K) Plan and Trust-26$1,838,891$60,098$2,311iApproximate average salary by contribution assumption: employee only about $57,787 at 4% or $38,524 at 6%; with 50% employer match about $38,524 at 4% or $25,683 at 6%; with 100% employer match about $28,893 at 4% or $19,262 at 6%.
Oai Employee Stock Ownership Plan-26$796,527--
2017225$3,087,696$74,577$2,983iApproximate average salary by contribution assumption: employee only about $74,577 at 4% or $49,718 at 6%; with 50% employer match about $49,718 at 4% or $33,145 at 6%; with 100% employer match about $37,289 at 4% or $24,859 at 6%.
Optical Associates Inc. 401(K) Plan and Trust-25$1,933,165$74,577$2,983iApproximate average salary by contribution assumption: employee only about $74,577 at 4% or $49,718 at 6%; with 50% employer match about $49,718 at 4% or $33,145 at 6%; with 100% employer match about $37,289 at 4% or $24,859 at 6%.
Oai Employee Stock Ownership Plan-25$1,154,531--
2016225$2,755,406$232,282$9,291iApproximate average salary by contribution assumption: employee only about $232,282 at 4% or $154,855 at 6%; with 50% employer match about $154,855 at 4% or $103,236 at 6%; with 100% employer match about $116,141 at 4% or $77,427 at 6%.
Optical Associates Inc. 401(K) Plan and Trust-25$1,653,112$32,282$1,291iApproximate average salary by contribution assumption: employee only about $32,282 at 4% or $21,521 at 6%; with 50% employer match about $21,521 at 4% or $14,348 at 6%; with 100% employer match about $16,141 at 4% or $10,761 at 6%.
Oai Employee Stock Ownership Plan-23$1,102,294$200,000$8,696iApproximate average salary by contribution assumption: employee only about $217,391 at 4% or $144,928 at 6%; with 50% employer match about $144,928 at 4% or $96,618 at 6%; with 100% employer match about $108,696 at 4% or $72,464 at 6%.
2015228$2,232,741$50,711$1,811iApproximate average salary by contribution assumption: employee only about $45,278 at 4% or $30,185 at 6%; with 50% employer match about $30,185 at 4% or $20,123 at 6%; with 100% employer match about $22,639 at 4% or $15,093 at 6%.
Optical Associates Inc. 401(K) Plan and Trust-28$1,554,568$50,711$1,811iApproximate average salary by contribution assumption: employee only about $45,278 at 4% or $30,185 at 6%; with 50% employer match about $30,185 at 4% or $20,123 at 6%; with 100% employer match about $22,639 at 4% or $15,093 at 6%.
Oai Employee Stock Ownership Plan-25$678,173--
2014226$2,699,841$102,113$3,927iApproximate average salary by contribution assumption: employee only about $98,186 at 4% or $65,457 at 6%; with 50% employer match about $65,457 at 4% or $43,638 at 6%; with 100% employer match about $49,093 at 4% or $32,729 at 6%.
Optical Associates Inc. 401(K) Plan and Trust-26$1,530,663$102,113$3,927iApproximate average salary by contribution assumption: employee only about $98,186 at 4% or $65,457 at 6%; with 50% employer match about $65,457 at 4% or $43,638 at 6%; with 100% employer match about $49,093 at 4% or $32,729 at 6%.
Oai Employee Stock Ownership Plan-26$1,169,178--
2013226$2,613,954$56,641$2,179iApproximate average salary by contribution assumption: employee only about $54,463 at 4% or $36,308 at 6%; with 50% employer match about $36,308 at 4% or $24,206 at 6%; with 100% employer match about $27,231 at 4% or $18,154 at 6%.
Optical Associates Inc. 401(K) Plan and Trust-26$1,381,059$56,641$2,179iApproximate average salary by contribution assumption: employee only about $54,463 at 4% or $36,308 at 6%; with 50% employer match about $36,308 at 4% or $24,206 at 6%; with 100% employer match about $27,231 at 4% or $18,154 at 6%.
Oai Employee Stock Ownership Plan-26$1,232,895--
2012228$3,032,760$255,218$9,115iApproximate average salary by contribution assumption: employee only about $227,873 at 4% or $151,915 at 6%; with 50% employer match about $151,915 at 4% or $101,277 at 6%; with 100% employer match about $113,937 at 4% or $75,958 at 6%.
Oai Employee Stock Ownership Plan-27$1,829,298$200,000$7,407iApproximate average salary by contribution assumption: employee only about $185,185 at 4% or $123,457 at 6%; with 50% employer match about $123,457 at 4% or $82,305 at 6%; with 100% employer match about $92,593 at 4% or $61,728 at 6%.
Optical Associates Inc. 401(K) Plan and Trust-28$1,203,462$55,218$1,972iApproximate average salary by contribution assumption: employee only about $49,302 at 4% or $32,868 at 6%; with 50% employer match about $32,868 at 4% or $21,912 at 6%; with 100% employer match about $24,651 at 4% or $16,434 at 6%.
2011230$2,606,216$165,185$5,506iApproximate average salary by contribution assumption: employee only about $137,654 at 4% or $91,769 at 6%; with 50% employer match about $91,769 at 4% or $61,180 at 6%; with 100% employer match about $68,827 at 4% or $45,885 at 6%.
Oai Employee Stock Ownership Plan-25$1,491,938$100,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
Optical Associates Inc. 401(K) Plan and Trust-30$1,114,278$65,185$2,173iApproximate average salary by contribution assumption: employee only about $54,321 at 4% or $36,214 at 6%; with 50% employer match about $36,214 at 4% or $24,143 at 6%; with 100% employer match about $27,160 at 4% or $18,107 at 6%.
2010230$2,664,367$362,533$12,084iApproximate average salary by contribution assumption: employee only about $302,111 at 4% or $201,407 at 6%; with 50% employer match about $201,407 at 4% or $134,271 at 6%; with 100% employer match about $151,055 at 4% or $100,704 at 6%.
Oai Employee Stock Ownership Plan-25$1,536,532$300,000$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%.
Optical Associates Inc. 401(K) Plan and Trust-30$1,127,835$62,533$2,084iApproximate average salary by contribution assumption: employee only about $52,111 at 4% or $34,741 at 6%; with 50% employer match about $34,741 at 4% or $23,160 at 6%; with 100% employer match about $26,055 at 4% or $17,370 at 6%.
2009225$1,930,375$200,523$8,021iApproximate average salary by contribution assumption: employee only about $200,523 at 4% or $133,682 at 6%; with 50% employer match about $133,682 at 4% or $89,121 at 6%; with 100% employer match about $100,262 at 4% or $66,841 at 6%.
Optical Associates Inc. 401(K) Plan and Trust-21$1,041,770$50,523$2,406iApproximate average salary by contribution assumption: employee only about $60,146 at 4% or $40,098 at 6%; with 50% employer match about $40,098 at 4% or $26,732 at 6%; with 100% employer match about $30,073 at 4% or $20,049 at 6%.
Oai Employee Stock Ownership Plan-25$888,605$150,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
2008228$909,562$81,347$2,905iApproximate average salary by contribution assumption: employee only about $72,631 at 4% or $48,421 at 6%; with 50% employer match about $48,421 at 4% or $32,281 at 6%; with 100% employer match about $36,316 at 4% or $24,210 at 6%.
Optical Associates Inc. 401(K) Plan and Trust-28$909,562$81,347$2,905iApproximate average salary by contribution assumption: employee only about $72,631 at 4% or $48,421 at 6%; with 50% employer match about $48,421 at 4% or $32,281 at 6%; with 100% employer match about $36,316 at 4% or $24,210 at 6%.
Oai Employee Stock Ownership Plan-27---
2007230$1,376,748$93,367$3,112iApproximate average salary by contribution assumption: employee only about $77,806 at 4% or $51,871 at 6%; with 50% employer match about $51,871 at 4% or $34,580 at 6%; with 100% employer match about $38,903 at 4% or $25,935 at 6%.
Optical Associates Inc. 401(K) Plan and Trust-30$1,376,748$93,367$3,112iApproximate average salary by contribution assumption: employee only about $77,806 at 4% or $51,871 at 6%; with 50% employer match about $51,871 at 4% or $34,580 at 6%; with 100% employer match about $38,903 at 4% or $25,935 at 6%.
Oai Employee Stock Ownership Plan-30---
2006230$1,630,925$163,385$5,446iApproximate average salary by contribution assumption: employee only about $136,154 at 4% or $90,769 at 6%; with 50% employer match about $90,769 at 4% or $60,513 at 6%; with 100% employer match about $68,077 at 4% or $45,385 at 6%.
Optical Associates Inc. 401(K) Plan and Trust-30$1,190,833$88,385$2,946iApproximate average salary by contribution assumption: employee only about $73,654 at 4% or $49,103 at 6%; with 50% employer match about $49,103 at 4% or $32,735 at 6%; with 100% employer match about $36,827 at 4% or $24,551 at 6%.
Oai Employee Stock Ownership Plan-30$440,092$75,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
2005232$1,263,886$118,294$3,697iApproximate average salary by contribution assumption: employee only about $92,417 at 4% or $61,611 at 6%; with 50% employer match about $61,611 at 4% or $41,074 at 6%; with 100% employer match about $46,209 at 4% or $30,806 at 6%.
Optical Associates Inc. 401(K) Plan and Trust-30$985,639$68,294$2,276iApproximate average salary by contribution assumption: employee only about $56,912 at 4% or $37,941 at 6%; with 50% employer match about $37,941 at 4% or $25,294 at 6%; with 100% employer match about $28,456 at 4% or $18,971 at 6%.
Oai Employee Stock Ownership Plan-32$278,247$50,000$1,563iApproximate average salary by contribution assumption: employee only about $39,063 at 4% or $26,042 at 6%; with 50% employer match about $26,042 at 4% or $17,361 at 6%; with 100% employer match about $19,531 at 4% or $13,021 at 6%.
2004230$1,036,430$94,629$3,154iApproximate average salary by contribution assumption: employee only about $78,858 at 4% or $52,572 at 6%; with 50% employer match about $52,572 at 4% or $35,048 at 6%; with 100% employer match about $39,429 at 4% or $26,286 at 6%.
Optical Associates Inc. 401(K) Plan and Trust-30$879,186$69,629$2,321iApproximate average salary by contribution assumption: employee only about $58,024 at 4% or $38,683 at 6%; with 50% employer match about $38,683 at 4% or $25,789 at 6%; with 100% employer match about $29,012 at 4% or $19,341 at 6%.
Oai Employee Stock Ownership Plan-30$157,244$25,000$833iApproximate average salary by contribution assumption: employee only about $20,833 at 4% or $13,889 at 6%; with 50% employer match about $13,889 at 4% or $9,259 at 6%; with 100% employer match about $10,417 at 4% or $6,944 at 6%.
2003230$776,268$83,036$2,768iApproximate average salary by contribution assumption: employee only about $69,197 at 4% or $46,131 at 6%; with 50% employer match about $46,131 at 4% or $30,754 at 6%; with 100% employer match about $34,598 at 4% or $23,066 at 6%.
Optical Associates Inc. 401(K) Plan and Trust-30$776,268$83,036$2,768iApproximate average salary by contribution assumption: employee only about $69,197 at 4% or $46,131 at 6%; with 50% employer match about $46,131 at 4% or $30,754 at 6%; with 100% employer match about $34,598 at 4% or $23,066 at 6%.
Oai Employee Stock Ownership Plan-30---
2002232$596,808$86,977$2,718iApproximate average salary by contribution assumption: employee only about $67,951 at 4% or $45,301 at 6%; with 50% employer match about $45,301 at 4% or $30,200 at 6%; with 100% employer match about $33,975 at 4% or $22,650 at 6%.
Optical Associates Inc. 401(K) Plan and Trust-30$596,808$86,977$2,899iApproximate average salary by contribution assumption: employee only about $72,481 at 4% or $48,321 at 6%; with 50% employer match about $48,321 at 4% or $32,214 at 6%; with 100% employer match about $36,240 at 4% or $24,160 at 6%.
Oai Employee Stock Ownership Plan-32---
2001241$781,016$119,428$2,913iApproximate average salary by contribution assumption: employee only about $72,822 at 4% or $48,548 at 6%; with 50% employer match about $48,548 at 4% or $32,365 at 6%; with 100% employer match about $36,411 at 4% or $24,274 at 6%.
Optical Associates Inc. 401(K) Plan and Trust-41$781,016$119,428$2,913iApproximate average salary by contribution assumption: employee only about $72,822 at 4% or $48,548 at 6%; with 50% employer match about $48,548 at 4% or $32,365 at 6%; with 100% employer match about $36,411 at 4% or $24,274 at 6%.
Oai Employee Stock Ownership Plan-37---
2000242$833,971$81,255$1,935iApproximate average salary by contribution assumption: employee only about $48,366 at 4% or $32,244 at 6%; with 50% employer match about $32,244 at 4% or $21,496 at 6%; with 100% employer match about $24,183 at 4% or $16,122 at 6%.
Optical Associates Inc. 401(K) Plan and Trust-42$833,971$81,255$1,935iApproximate average salary by contribution assumption: employee only about $48,366 at 4% or $32,244 at 6%; with 50% employer match about $32,244 at 4% or $21,496 at 6%; with 100% employer match about $24,183 at 4% or $16,122 at 6%.
Oai Employee Stock Ownership Plan-40---
1999232$1,244,620$60,329$1,885iApproximate average salary by contribution assumption: employee only about $47,132 at 4% or $31,421 at 6%; with 50% employer match about $31,421 at 4% or $20,948 at 6%; with 100% employer match about $23,566 at 4% or $15,711 at 6%.
Optical Associates Inc. 401(K) Plan and Trust-32$806,934$60,329$1,885iApproximate average salary by contribution assumption: employee only about $47,132 at 4% or $31,421 at 6%; with 50% employer match about $31,421 at 4% or $20,948 at 6%; with 100% employer match about $23,566 at 4% or $15,711 at 6%.
Oai Employee Stock Ownership Plan-27$437,686--