Bruce Oakley, Inc. 401(k) Plan: Login, Facts & Contact Information
Bruce Oakley, Inc. 401(k) Login
40 former Bruce Oakley, Inc. employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Bruce Oakley, Inc. 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 14, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $4.50 million went into the plan in contributions, $1.21 million of it from the employer (27%).
- $2.45 million was paid out to participants.
- Investment and other income added $6.37 million.
- Administrative expenses were $85,304, about $190 per account.
How the Bruce Oakley, Inc. 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 612 | $34.3 million | $1.03 million | $2.82 million |
| 2020 | 675 | $40.6 million | $1.09 million | $2.69 million |
| 2021 | 702 | $46.6 million | $992,911 | $3.50 million |
| 2022 | 710 | $38.4 million | $994,452 | $3.71 million |
| 2023 | 663 | $44.8 million | $1.16 million | $3.52 million |
| 2024 | 715 | $53.1 million | $1.21 million | $2.45 million |
Bruce Oakley, Inc. 401(k) Contact Information
Questions about the Bruce Oakley, Inc. 401(k)
Does Bruce Oakley, Inc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.21 million, 27% of all contributions.
Does the Bruce Oakley, Inc 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Bruce Oakley, Inc 401(k) plan?
715 participants at the start of plan year 2024, 702 of them active employees, and 40 former employees who still had money in the plan.
What is the average 401(k) balance at Bruce Oakley, Inc?
About $117,988 per account: $53.1 million in plan assets across 450 accounts with a balance at the end of plan year 2024.
Who manages the Bruce Oakley, Inc 401(k) accounts?
John Hancock is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Bruce Oakley, Inc. How do I access my 401(k)?
Your account stays with John Hancock after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.