AAON, INC. SAVINGS AND INVESTMENT PLAN

Plan Contact

  • Address: 2425 SOUTH YUKON AVENUE,TULSA,OK
  • Contact person: REBECCA THOMPSON
  • Phone: (918) 583-2266

Plan General Information

AAON, INC. SAVINGS AND INVESTMENT PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of AAON, INC. SAVINGS AND INVESTMENT PLAN is $311,662,210.00.This plan was established in 1989.

AAON, INC. SAVINGS AND INVESTMENT PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in AAON, INC. SAVINGS AND INVESTMENT PLAN is 3796

AAON, INC. SAVINGS AND INVESTMENT PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for AAON, INC. SAVINGS AND INVESTMENT PLAN is $82,102.00

AAON, INC. SAVINGS AND INVESTMENT PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for AAON, INC. SAVINGS AND INVESTMENT PLAN is $4,659.00.

AAON, INC. SAVINGS AND INVESTMENT PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in AAON, INC. SAVINGS AND INVESTMENT PLAN is approximately $4,535.00
Investing in this additonal $4,535.00 for 20 years would give you extra $290,247.00, assuming a 10% annual return.

AAON, INC. SAVINGS AND INVESTMENT PLAN Total Employer Contribution and Match Rate

In 2023, AAON, INC. SAVINGS AND INVESTMENT PLAN allocates $17,215,304.00 to match its employees' contributions, providing an employer match rate of 115.14% of their contributions

AAON, INC. SAVINGS AND INVESTMENT PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of AAON, INC. SAVINGS AND INVESTMENT PLAN is 38.48%.

AAON, INC. SAVINGS AND INVESTMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for AAON, INC. SAVINGS AND INVESTMENT PLAN is 34.06%. This measures the effectiveness of the plan participants' investments in the year.

AAON, INC. SAVINGS AND INVESTMENT PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of AAON, INC. SAVINGS AND INVESTMENT PLAN is 0.11%.

Enrollment Features

AAON, INC. SAVINGS AND INVESTMENT 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.

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