PUBLIC COMPANY ACCOUNTING OVERSIGHT BOARD INVESTMENT & SAVINGS PLAN

Plan Contact

  • Address: 1666 K STREET NW,,WASHINGTON,DC
  • Contact person: JAMES MCNAMARA
  • Phone: (202) 207-9100

Plan General Information

PUBLIC COMPANY ACCOUNTING OVERSIGHT BOARD INVESTMENT & SAVINGS PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of PUBLIC COMPANY ACCOUNTING OVERSIGHT BOARD INVESTMENT & SAVINGS PLAN is $486,662,068.00.This plan was established in 2003.

PUBLIC COMPANY ACCOUNTING OVERSIGHT BOARD INVESTMENT & SAVINGS PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in PUBLIC COMPANY ACCOUNTING OVERSIGHT BOARD INVESTMENT & SAVINGS PLAN is 1101

PUBLIC COMPANY ACCOUNTING OVERSIGHT BOARD INVESTMENT & SAVINGS PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for PUBLIC COMPANY ACCOUNTING OVERSIGHT BOARD INVESTMENT & SAVINGS PLAN is $442,018.00

PUBLIC COMPANY ACCOUNTING OVERSIGHT BOARD INVESTMENT & SAVINGS PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for PUBLIC COMPANY ACCOUNTING OVERSIGHT BOARD INVESTMENT & SAVINGS PLAN is $17,179.00.

PUBLIC COMPANY ACCOUNTING OVERSIGHT BOARD INVESTMENT & SAVINGS PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in PUBLIC COMPANY ACCOUNTING OVERSIGHT BOARD INVESTMENT & SAVINGS PLAN is approximately $11,022.00
Investing in this additonal $11,022.00 for 20 years would give you extra $705,463.00, assuming a 10% annual return.

PUBLIC COMPANY ACCOUNTING OVERSIGHT BOARD INVESTMENT & SAVINGS PLAN Total Employer Contribution and Match Rate

In 2023, PUBLIC COMPANY ACCOUNTING OVERSIGHT BOARD INVESTMENT & SAVINGS PLAN allocates $12,136,185.00 to match its employees' contributions, providing an employer match rate of 65.50% of their contributions

PUBLIC COMPANY ACCOUNTING OVERSIGHT BOARD INVESTMENT & SAVINGS PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of PUBLIC COMPANY ACCOUNTING OVERSIGHT BOARD INVESTMENT & SAVINGS PLAN is 22.57%.

PUBLIC COMPANY ACCOUNTING OVERSIGHT BOARD INVESTMENT & SAVINGS PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for PUBLIC COMPANY ACCOUNTING OVERSIGHT BOARD INVESTMENT & SAVINGS PLAN is 19.45%. This measures the effectiveness of the plan participants' investments in the year.

PUBLIC COMPANY ACCOUNTING OVERSIGHT BOARD INVESTMENT & SAVINGS PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of PUBLIC COMPANY ACCOUNTING OVERSIGHT BOARD INVESTMENT & SAVINGS PLAN is 0.02%.

Enrollment Features

PUBLIC COMPANY ACCOUNTING OVERSIGHT BOARD INVESTMENT & SAVINGS PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
    Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.


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