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

No recent filing

No Form 5500 has been filed for this plan since plan year 2012. The plan may have been terminated, merged into another plan, or moved to a new sponsor. Everything below comes from its last filing on record.

Oppenheimerfunds, Inc. 401(k) Plan Facts (plan year 2012)

Plan name
OPPENHEIMERFUNDS, INC. CAPITAL ACCUMULATION PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
OPPENHEIMERFUNDS, INC.
Participants
3,039 (2,033 active employees)
Former employees with a balance
965
Plan assets
$450,335,847 at Dec 31, 2012
Average account balance
$152,915 across 2,945 accounts
Employer contributions
$20,532,385 in plan year 2012 (53% of all contributions)
Plan year
Jan 1, 2012 – Dec 31, 2012
Plan established
May 1, 1986
✓ 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 2012 (Jan 1, 2012 – Dec 31, 2012), filed Jul 30, 2013. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2012

  • $38.6 million went into the plan in contributions, $20.5 million of it from the employer (53%).
  • $30.6 million was paid out to participants.
  • Investment and other income added $48.4 million.
  • Administrative expenses were $30,870, about $10 per account.

How the Oppenheimerfunds, Inc. 401(k) changed, 2009–2012

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20093,416$347.1 million$15.9 million$28.1 million
20103,177$417.0 million$16.7 million$24.5 million
20113,077$394.0 million$19.7 million$33.0 million
20123,039$450.3 million$20.5 million$30.6 million

Oppenheimerfunds, Inc. 401(k) Contact Information

Phone
212-323-5552
Mailing address
2 WORLD FINANCIAL CENTER 225 LIBERTY STREET, NEW YORK NY 102811008
Plan sponsor
OPPENHEIMERFUNDS, INC.
Employer identification number (EIN)
13-2527171
Plan number
001

Questions about the Oppenheimerfunds, Inc. 401(k)

Is the Oppenheimerfunds, Inc 401(k) plan still active?

We can't confirm that. The last Form 5500 on record for this plan covers plan year 2012, and no later filing was found under this employer's EIN.

Does Oppenheimerfunds, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2012 the employer contributed $20.5 million, 53% of all contributions.

Does the Oppenheimerfunds, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Oppenheimerfunds, Inc 401(k) plan?

3,039 participants at the start of plan year 2012, 2,033 of them active employees, and 965 former employees who still had money in the plan.

What is the average 401(k) balance at Oppenheimerfunds, Inc?

About $152,915 per account: $450.3 million in plan assets across 2,945 accounts with a balance at the end of plan year 2012.

Who manages the Oppenheimerfunds, Inc 401(k) accounts?

Empower is the plan's recordkeeper, which is where participants log in to see their balance.

Related Companies
Headquarter: 85 BROAD STREET 22ND FLOOR, NEW YORK, NY, 10004
Headquarter: P.O. BOX 4999, HELENA, MT, 59604
Headquarter: 120 FIFTH AVENUE FAP HM 043A, PITTSBURGH, PA, 15222
Headquarter: ONE ENERGY PLAZA, JACKSON, MI, 492012276
Headquarter: 4714 GETTYSBURG ROAD, MECHANICSBURG, PA, 17055