OATEY CO. PROFIT SHARING RETIREMENT TRUST AND SAVINGS INCENTIVE PLAN

At the end of 2022, the total retirement plan assets of OATEY CO. PROFIT SHARING RETIREMENT TRUST AND SAVINGS INCENTIVE PLAN is $94,545,693.This plan was established in 1957.

At the end of 2022, the total number of retirement plan participants in OATEY CO. PROFIT SHARING RETIREMENT TRUST AND SAVINGS INCENTIVE PLAN is 1467

In 2022, the average participant retirement account value for OATEY CO. PROFIT SHARING RETIREMENT TRUST AND SAVINGS INCENTIVE PLAN is $64,448

In 2022, the estimated average employee contribution amount per participant for OATEY CO. PROFIT SHARING RETIREMENT TRUST AND SAVINGS INCENTIVE PLAN is $3,698

In 2022, the estimated average employer match for an employee in OATEY CO. PROFIT SHARING RETIREMENT TRUST AND SAVINGS INCENTIVE PLAN is approximately $2,152

In 2022, OATEY CO. PROFIT SHARING RETIREMENT TRUST AND SAVINGS INCENTIVE PLAN allocates $3,158,357 to match its employees’ contributions, providing an employer match rate of 56.95% of their contributions

In 2022, the total retirement plan asset growth rate of OATEY CO. PROFIT SHARING RETIREMENT TRUST AND SAVINGS INCENTIVE PLAN is -16.34%

In 2022, the estimated aggregate retirement account investment gain/loss for OATEY CO. PROFIT SHARING RETIREMENT TRUST AND SAVINGS INCENTIVE PLAN is -16.55%. This measures the effectiveness of the plan participants’ investments in the year.

In 2022, the investment and administrative expense ratio of OATEY CO. PROFIT SHARING RETIREMENT TRUST AND SAVINGS INCENTIVE PLAN is 0.21%.

Enrollment Features

OATEY CO. PROFIT SHARING RETIREMENT TRUST AND SAVINGS INCENTIVE PLAN has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.