Civic Intelligence

Margaret Oleary Inc

Plan context: Margaret O'Leary Inc 401(K) Plan & Trust

EIN 94-3147358 • San Francisco, CA • 21 filings • 6 plans

50 Dorman AvenueSan Francisco, CA 94124
Current Snapshot

Latest Year

2025

2025 Participants

54

2025 Assets

$1,376,125

2025 Contributions

$62,962

Historical Graphs

Total Assets Over Time

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

$3,046,579$1,523,290$0200220182025YearValue
$1,376,125Latest year 2025

Participants Over Time

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

128640200020172025YearValue
54Latest year 2025

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
2025154$1,376,125$62,962$1,166iApproximate average salary by contribution assumption: employee only about $29,149 at 4% or $19,433 at 6%; with 50% employer match about $19,433 at 4% or $12,955 at 6%; with 100% employer match about $14,575 at 4% or $9,716 at 6%.
Margaret O'Leary Inc 401(K) Plan & Trust-54$1,376,125$62,962$1,166iApproximate average salary by contribution assumption: employee only about $29,149 at 4% or $19,433 at 6%; with 50% employer match about $19,433 at 4% or $12,955 at 6%; with 100% employer match about $14,575 at 4% or $9,716 at 6%.
2024236$2,214,757$388,409$10,789iApproximate average salary by contribution assumption: employee only about $269,728 at 4% or $179,819 at 6%; with 50% employer match about $179,819 at 4% or $119,879 at 6%; with 100% employer match about $134,864 at 4% or $89,909 at 6%.
Margaret O'Leary Inc 401(K) Plan & Trust-36$1,269,707$55,871$1,552iApproximate average salary by contribution assumption: employee only about $38,799 at 4% or $25,866 at 6%; with 50% employer match about $25,866 at 4% or $17,244 at 6%; with 100% employer match about $19,400 at 4% or $12,933 at 6%.
Margaret O'Leary Employee Stock Ownership Plan-30$945,050$332,538$11,085iApproximate average salary by contribution assumption: employee only about $277,115 at 4% or $184,743 at 6%; with 50% employer match about $184,743 at 4% or $123,162 at 6%; with 100% employer match about $138,558 at 4% or $92,372 at 6%.
2023279$2,485,918$361,356$4,574iApproximate average salary by contribution assumption: employee only about $114,353 at 4% or $76,235 at 6%; with 50% employer match about $76,235 at 4% or $50,824 at 6%; with 100% employer match about $57,177 at 4% or $38,118 at 6%.
Margaret O'Leary Inc 401(K) Plan & Trust-79$1,659,823$35,164$445iApproximate average salary by contribution assumption: employee only about $11,128 at 4% or $7,419 at 6%; with 50% employer match about $7,419 at 4% or $4,946 at 6%; with 100% employer match about $5,564 at 4% or $3,709 at 6%.
Margaret O'Leary Employee Stock Ownership Plan-25$826,095$326,192$13,048iApproximate average salary by contribution assumption: employee only about $326,192 at 4% or $217,461 at 6%; with 50% employer match about $217,461 at 4% or $144,974 at 6%; with 100% employer match about $163,096 at 4% or $108,731 at 6%.
2022282$2,362,387$432,480$5,274iApproximate average salary by contribution assumption: employee only about $131,854 at 4% or $87,902 at 6%; with 50% employer match about $87,902 at 4% or $58,602 at 6%; with 100% employer match about $65,927 at 4% or $43,951 at 6%.
Margaret O'Leary Inc 401(K) Plan & Trust-82$1,438,247$68,889$840iApproximate average salary by contribution assumption: employee only about $21,003 at 4% or $14,002 at 6%; with 50% employer match about $14,002 at 4% or $9,335 at 6%; with 100% employer match about $10,501 at 4% or $7,001 at 6%.
Margaret O'Leary Employee Stock Ownership Plan-19$924,140$363,591$19,136iApproximate average salary by contribution assumption: employee only about $478,409 at 4% or $318,939 at 6%; with 50% employer match about $318,939 at 4% or $212,626 at 6%; with 100% employer match about $239,205 at 4% or $159,470 at 6%.
2021286$3,046,579$462,245$5,375iApproximate average salary by contribution assumption: employee only about $134,374 at 4% or $89,582 at 6%; with 50% employer match about $89,582 at 4% or $59,722 at 6%; with 100% employer match about $67,187 at 4% or $44,791 at 6%.
Margaret O'Leary Inc 401(K) Plan & Trust-86$1,785,053$68,719$799iApproximate average salary by contribution assumption: employee only about $19,976 at 4% or $13,318 at 6%; with 50% employer match about $13,318 at 4% or $8,878 at 6%; with 100% employer match about $9,988 at 4% or $6,659 at 6%.
Margaret O'Leary Employee Stock Ownership Plan-21$1,261,526$393,526$18,739iApproximate average salary by contribution assumption: employee only about $468,483 at 4% or $312,322 at 6%; with 50% employer match about $312,322 at 4% or $208,215 at 6%; with 100% employer match about $234,242 at 4% or $156,161 at 6%.
2020186$1,548,307$58,838$684iApproximate average salary by contribution assumption: employee only about $17,104 at 4% or $11,403 at 6%; with 50% employer match about $11,403 at 4% or $7,602 at 6%; with 100% employer match about $8,552 at 4% or $5,701 at 6%.
Margaret O'Leary Inc 401(K) Plan & Trust-86$1,548,307$58,838$684iApproximate average salary by contribution assumption: employee only about $17,104 at 4% or $11,403 at 6%; with 50% employer match about $11,403 at 4% or $7,602 at 6%; with 100% employer match about $8,552 at 4% or $5,701 at 6%.
2019172$1,339,301$212,276$2,948iApproximate average salary by contribution assumption: employee only about $73,707 at 4% or $49,138 at 6%; with 50% employer match about $49,138 at 4% or $32,759 at 6%; with 100% employer match about $36,853 at 4% or $24,569 at 6%.
Margaret O'Leary Inc 401(K) Plan & Trust-72$1,339,301$212,276$2,948iApproximate average salary by contribution assumption: employee only about $73,707 at 4% or $49,138 at 6%; with 50% employer match about $49,138 at 4% or $32,759 at 6%; with 100% employer match about $36,853 at 4% or $24,569 at 6%.
2018164$978,581$243,180$3,800iApproximate average salary by contribution assumption: employee only about $94,992 at 4% or $63,328 at 6%; with 50% employer match about $63,328 at 4% or $42,219 at 6%; with 100% employer match about $47,496 at 4% or $31,664 at 6%.
Margaret O'Leary Inc 401(K) Plan & Trust-64$978,581$243,180$3,800iApproximate average salary by contribution assumption: employee only about $94,992 at 4% or $63,328 at 6%; with 50% employer match about $63,328 at 4% or $42,219 at 6%; with 100% employer match about $47,496 at 4% or $31,664 at 6%.
2017152$818,877$307,874$5,921iApproximate average salary by contribution assumption: employee only about $148,016 at 4% or $98,678 at 6%; with 50% employer match about $98,678 at 4% or $65,785 at 6%; with 100% employer match about $74,008 at 4% or $49,339 at 6%.
Margaret O'Leary Inc 401(K) Plan & Trust-52$818,877$307,874$5,921iApproximate average salary by contribution assumption: employee only about $148,016 at 4% or $98,678 at 6%; with 50% employer match about $98,678 at 4% or $65,785 at 6%; with 100% employer match about $74,008 at 4% or $49,339 at 6%.
2016141$447,783$243,957$5,950iApproximate average salary by contribution assumption: employee only about $148,754 at 4% or $99,170 at 6%; with 50% employer match about $99,170 at 4% or $66,113 at 6%; with 100% employer match about $74,377 at 4% or $49,585 at 6%.
Margaret O'Leary Inc 401(K) Plan & Trust-41$447,783$243,957$5,950iApproximate average salary by contribution assumption: employee only about $148,754 at 4% or $99,170 at 6%; with 50% employer match about $99,170 at 4% or $66,113 at 6%; with 100% employer match about $74,377 at 4% or $49,585 at 6%.
2015124$174,336$174,336$7,264iApproximate average salary by contribution assumption: employee only about $181,600 at 4% or $121,067 at 6%; with 50% employer match about $121,067 at 4% or $80,711 at 6%; with 100% employer match about $90,800 at 4% or $60,533 at 6%.
Margaret O'Leary Inc 401(K) Plan & Trust-24$174,336$174,336$7,264iApproximate average salary by contribution assumption: employee only about $181,600 at 4% or $121,067 at 6%; with 50% employer match about $121,067 at 4% or $80,711 at 6%; with 100% employer match about $90,800 at 4% or $60,533 at 6%.
20051128$397,548$38,717$302iApproximate average salary by contribution assumption: employee only about $7,562 at 4% or $5,041 at 6%; with 50% employer match about $5,041 at 4% or $3,361 at 6%; with 100% employer match about $3,781 at 4% or $2,521 at 6%.
Margaret O'Leary Inc 401(K) Plan & Trust-128$397,548$38,717$302iApproximate average salary by contribution assumption: employee only about $7,562 at 4% or $5,041 at 6%; with 50% employer match about $5,041 at 4% or $3,361 at 6%; with 100% employer match about $3,781 at 4% or $2,521 at 6%.
20041116$353,475$41,615$359iApproximate average salary by contribution assumption: employee only about $8,969 at 4% or $5,979 at 6%; with 50% employer match about $5,979 at 4% or $3,986 at 6%; with 100% employer match about $4,484 at 4% or $2,990 at 6%.
Margaret O'Leary Inc 401(K) Plan & Trust-116$353,475$41,615$359iApproximate average salary by contribution assumption: employee only about $8,969 at 4% or $5,979 at 6%; with 50% employer match about $5,979 at 4% or $3,986 at 6%; with 100% employer match about $4,484 at 4% or $2,990 at 6%.
20031120$296,346$82,068$684iApproximate average salary by contribution assumption: employee only about $17,098 at 4% or $11,398 at 6%; with 50% employer match about $11,398 at 4% or $7,599 at 6%; with 100% employer match about $8,549 at 4% or $5,699 at 6%.
Margaret O'Leary Inc 401(K) Plan & Trust-120$296,346$82,068$684iApproximate average salary by contribution assumption: employee only about $17,098 at 4% or $11,398 at 6%; with 50% employer match about $11,398 at 4% or $7,599 at 6%; with 100% employer match about $8,549 at 4% or $5,699 at 6%.
2002191$238,230$108,570$1,193iApproximate average salary by contribution assumption: employee only about $29,827 at 4% or $19,885 at 6%; with 50% employer match about $19,885 at 4% or $13,256 at 6%; with 100% employer match about $14,913 at 4% or $9,942 at 6%.
Margaret O'Leary Inc 401(K) Plan & Trust-91$238,230$108,570$1,193iApproximate average salary by contribution assumption: employee only about $29,827 at 4% or $19,885 at 6%; with 50% employer match about $19,885 at 4% or $13,256 at 6%; with 100% employer match about $14,913 at 4% or $9,942 at 6%.
2001188$0$0-
Margaret O'Leary Inc 401(K) Plan & Trust-88---
2000187$0$0-
Margaret O'Leary Inc 401(K) Plan & Trust-87---