401(k) · DOL Form 5500 · 2024
Oppenheimer & Co. Inc 401(k) Plan
Data updated 2026-08-11
- $700M
- Total assets
- 2,852
- Participants
- 98th
- Percentile by assets
- $245,474
- Avg per participant
Official DOL plan name: Oppenheimer & Co. Inc. 401(k) Plan · Sponsored by Oppenheimer & Co. Inc · New York · Finance & Insurance
$700M in assets, 2,852 participants
Oppenheimer & Co. Inc's Oppenheimer & Co. Inc. 401(k) Plan reported $700M in total assets and 2,852 participants in its 2024 DOL Form 5500 filing, ranking in the 98th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- 98th percentile by assets (of 123,622 plans)
- #8,223 in Finance & Insurance (8,549 peers)
Coverage in New York
Oppenheimer & Co. Inc. 401(k) Plan covers 2,852 participants in New York, 3.6x the typical New York plan (state average ~798 per filing). Assets: $700M.
- $700M
- total plan assets (2024 EOY)
- 2,852
- covered participants
- 98th
- percentile by assets (of 123,622 plans)
- $245,474
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Oppenheimer & Co. Inc. 401(k) Plan end-of-year assets rose from $603M in the plan year 2023 filing to $700M in the plan year 2024 filing.
- Oppenheimer & Co. Inc. 401(k) Plan reported net income rose from $86M in the plan year 2023 filing to $89M in the plan year 2024 filing.
- Oppenheimer & Co. Inc. 401(k) Plan reported participants rose from 2,814 in the plan year 2023 filing to 2,852 in the plan year 2024 filing.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Oppenheimer & Co. Inc. 401(k) Plan reports 2,852 participants - 3.6x that state average ($700M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $603M |
|---|---|
| Net Assets (End of Year) | $700M |
| Net Income | $89M |
| Employer EIN | 135657518 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Oppenheimer & Co. Inc)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,804 | $517M |
| 2023 | 1 | 2,814 | $603M |
| 2024 | 1 | 2,852 | $700M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Oppenheimer & Co. Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Oppenheimer & Co. Inc. 401(k) Plan by total assets, not by location.
- Mccarthy Employee Retirement Savings Plan (MO) $701M · 5,356
- Teleflex 401(k) Savings Plan (PA) $699M · 3,885
- Adm 401(k) and Employee Stock Ownership Plan for Hourly Employees (IL) $702M · 9,931
- A. T. Kearney, Inc. 401(k) and Profit Sharing Retirement Plan (IL) $698M · 1,248
Frequently Asked Questions
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Next read for Oppenheimer & Co. Inc. 401(k) Plan
Filing takeaways
Ways to act on Oppenheimer & Co. Inc. 401(k) Plan's numbers.
- By total assets, Oppenheimer & Co. Inc. 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- Oppenheimer & Co. Inc's sponsor-wide assets have grown 35.5% since 2022 across 3 plan years on file. More Finance & Insurance plans