Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Oppenheimer & Co. Inc. 401(K) Plan is a benefit plan reported by Oppenheimer & Co. Inc under EIN 13-5657518 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,821 participants and $603,016,042 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $603,016,042
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $603,016,042
- Net assets (BOY)
- $516,771,931
Income & contributions
- Employer contributions
- $4,257,714
- Participant contributions
- $32,119,913
- Total contributions
- $38,466,131
- Total income / additions
- $122,531,229
Expenses & distributions
- Benefits paid
- $36,187,170
- Administrative expenses
- $96,421
- Total expenses
- $36,287,118
- Net increase / (decrease)
- $86,244,111