Oppenheimer & Co. Inc 401(k) Plan: Login, Facts & Contact Information

Oppenheimer & Co. Inc 401(k) Plan Facts

Plan name
OPPENHEIMER & CO. INC. 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
OPPENHEIMER & CO. INC
Participants
3,793 (2,914 active employees)
Former employees with a balance
829
Plan assets
$700,092,581 at Dec 31, 2024
Average account balance
$190,346 across 3,678 accounts
Employer contributions
$4,939,711 in plan year 2024 (12% of all contributions)
Recordkeeper
John Hancock
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1987
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Jun 26, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $41.0 million went into the plan in contributions, $4.94 million of it from the employer (12%).
  • $53.6 million was paid out to participants.
  • Investment and other income added $101.4 million.
  • Administrative expenses were $117,791, about $32 per account.

How the Oppenheimer & Co. Inc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20193,672$456.4 million$2.33 million$34.4 million
20203,614$541.9 million$3.41 million$28.4 million
20213,587$624.6 million$4.22 million$33.2 million
20223,616$516.8 million$4.15 million$35.0 million
20233,821$603.0 million$4.26 million$36.2 million
20243,793$700.1 million$4.94 million$53.6 million

Oppenheimer & Co. Inc 401(k) Contact Information

Phone
800-795-4366
Mailing address
85 BROAD STREET 22ND FLOOR, NEW YORK NY 10004
Plan sponsor
OPPENHEIMER & CO. INC
Employer identification number (EIN)
13-5657518
Plan number
001

Questions about the Oppenheimer & Co. Inc 401(k)

Does Oppenheimer & Co. Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $4.94 million, 12% of all contributions.

Does the Oppenheimer & Co. Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Oppenheimer & Co. Inc 401(k) plan?

3,793 participants at the start of plan year 2024, 2,914 of them active employees, and 829 former employees who still had money in the plan.

What is the average 401(k) balance at Oppenheimer & Co. Inc?

About $190,346 per account: $700.1 million in plan assets across 3,678 accounts with a balance at the end of plan year 2024.

Who manages the Oppenheimer & Co. 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 Oppenheimer & Co. 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.

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