A current plan document is needed to verify the formula.
Department of Labor filing
Spot something wrong?OPPENHEIMER INDUSTRIES, INC
OPPENHEIMER INDUSTRIES, INC. 401(K) PLAN · For the plan year ended Dec 31, 2025
Public filing 2025 · received May 15, 2026Verified current terms Not available
Plan summary
The numbers that matter first
On the filing measures we can compare, this plan stands above many similar plans for employer contributions and/or lower administrative costs.
78plan health
high confidence
high confidence
$5,657 was reported per active participant, but this is not a match limit.
ears ended December 31, 2025 and 2024, the total Employer Discretionary Contribution was $ 6,789,822 and $ 4,939,711 , respectively.
le from participants 597,185 583,390 Other 232,750 244,074 Total additions 160,266,500 142,389,718 Deductions Benefits paid to participants and beneficiaries 52,697,797 53,636,701 Administrative expenses 104,420 117,791 Life insurance premiums — 1,014 Total deductions 52,802,217 53,755,506 Net Increase in Net Assets Available for Plan Benefits 107,464,283 88,634,212 Assets acquired due to plan merger (Note 1) — 8,442,327 Net Assets Available for Plan Benefits Beginning of year 700,092,581 603,016,042 End of year $ 807,556,864 $ 700,092,581 See Notes to Financial Statements 4 Oppenheimer & Co.
a participant is entitled is the benefit that can be provided from the participant's vested account.
A current plan document is needed.
The selected official filing does not establish a current default rate.
The reviewed official source does not establish current Roth availability.
Up 0.0% over the filing history shown.
Participation up 0.0% · assets up 0.0%
How the score works →What this tells you: company-wide scale, reported employer support, participation activity, visible administrative cost, and historical direction.
Keep in mind: public filings do not show employee investment returns. Scores use only available measures; missing information lowers confidence, never the score. Current match, vesting, eligibility, investments, and employee-paid fees still require a current plan document.
Filing comparison · 202582out of 100 among similar-size plans in the same industry when enough peers exist
How this filing compares
Reported employer contributions86th percentileTypical peer $1,709 · based on 10,497 comparable plans
Lower reported administrative expense73rd percentileTypical peer $83 · based on 9,604 comparable plans
This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.
Peer-group method: industry size. The comparison used the most specific peer group with enough valid filings.
The short version
What employees should know
For the year ended Dec 31, 2025, OPPENHEIMER INDUSTRIES, INC reported $39,600 in employer contributions across this plan, or $5,657 per active participant. This is the best company-wide filing average available—not a promise of what any one employee receives.
Up 0.0% across the filing years shown. The filing does not report every employee who was eligible.
Change in employer contributions per active participant.
Change in reported administrative cost per participant. Fund expenses may be separate.
Compared with similarly sized plans in the same industry.
What this public record cannot answer
For the current match, vesting rules, eligibility, employee fees, and investment choices, we need a recent plan document. We leave those details blank until we have one.
Money and scale
Contributions, assets, and expenses
These are plan-wide totals. They are not individual account balances.
- Employer contributions
- $39,600 $5,657 per active participant
- Participant contributions
- $57,558
- Other contributions
- Not reported Amounts not classified as employer or participant contributions
- Employer share of contributions
- 40.8%
- Active participants
- 7 Small plan
- Total participants
- 7 7 at the beginning of the year
- Ending assets
- $101,193 $14,456 per participant
- Net-asset change
- Up 0.0% Not the same as investment performance
- Beginning net assets
- $0
- Ending net assets
- $101,193
- Beginning liabilities
- Not reported
- Ending liabilities
- Not reported
- Total income
- $101,340
- Total expenses
- $147
- Administrative expenses
- $147 $21 per active participant
- Participant loans
- Not reported Not reported of plan assets
Three-year filing history
How the reported figures changed
Each chart uses the selected public filing for that year. Missing values remain blank rather than becoming zero.
2025
$5,657
2025
$21
2025
7
2025
$101,193
2025
Not reported
| Plan year | Employer money per active participant | Active participants | Plan assets |
|---|---|---|---|
| 2025 | $5,657 | 7 | 101.2K |
Changes in plan assets are not the same as investment performance.
Plan health
Operational signals worth checking
- Participant loans as a share of plan assets
- Not reported
- Independent accountant’s opinion
- Not stated in the filing
- Late participant contributions reported
- Not reportedA “yes” needs context and is not, by itself, proof of wrongdoing.
- Loan defaults reported
- Not reported
- Lease defaults reported
- Not reportedOnly a small number of filings report these events.
- Nonexempt transactions reported
- Not reported
- Public plan identifier
- 384124258-001
Reported plan details
Identity and filing status
- Plan type
- Retirement plan
- Employer arrangement
- 1
- Plan effective date
- Jan 1, 2025
- Industry
- Real estate
- Amended filing
- No
- Final filing for this plan
- No
- Short plan year
- No
- 401(k) feature reported
- Yes
Show DOL characteristic codes
2E2F2G2J2K2S2T3D
Company filings
What the company has told the SEC about this plan
We found these passages in official company filings. They may help explain the plan, but we do not treat them as current benefits until the wording and date have been checked.
11-K · report period Dec 31, 2025OPPENHEIMER HOLDINGS INC — 11-K filed 2026-06-05 ↗
Official filing · details not yet checkedWhat it says about vesting
ears ended December 31, 2025 and 2024, the total Employer Discretionary Contribution was $ 6,789,822 and $ 4,939,711 , respectively. Vesting - All participants are immediately and fully vested in all employee elective deferrals and rollovers and the income derived from the investment of such contributions. Participants vest in employer discretionary contributions plus the income thereon upon the completion of service with the Company or an affiliate at the following rate: Years of Service Vested Percentage Less than 2 years 0 % 2 years but less than 3 20 % 3 years but less than 4 40 % 4 years but less than 5 60 % 5 years but less than 6 80 % 6 years or more 100 % All years of service with the Company or an affiliate are counted to determine a participant’s non-forfeitable percentage. As of
What it says about fees
le from participants 597,185 583,390 Other 232,750 244,074 Total additions 160,266,500 142,389,718 Deductions Benefits paid to participants and beneficiaries 52,697,797 53,636,701 Administrative expenses 104,420 117,791 Life insurance premiums — 1,014 Total deductions 52,802,217 53,755,506 Net Increase in Net Assets Available for Plan Benefits 107,464,283 88,634,212 Assets acquired due to plan merger (Note 1) — 8,442,327 Net Assets Available for Plan Benefits Beginning of year 700,092,581 603,016,042 End of year $ 807,556,864 $ 700,092,581 See Notes to Financial Statements 4 Oppenheimer & Co. Inc. 401(k) Plan Notes to Financial Statements December 31, 2025 and 2024 Note 1 - Description of the Plan The following description of the Oppenheimer & Co. Inc. 401(k) Plan (the “Plan”) provides onl
Current plan terms
Help fill the gap the filing leaves.
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Filing evidence
Open the selected public records
We use the latest valid received filing for each year after resolving amendments and duplicate records. Open the source to check the original filing.
Filing ACK_ID20260515144229NAL0007732947001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗