401(k) · DOL Form 5500 · 2022

Rick O'hara & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
2
Participants Small participant base
63rd
Percentile by assets National rank
$4.5M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Rick O'hara & Associates, Inc. 401(k) Safe Harbor Profit Sharing Plan · Sponsored by Rick O'hara & Associates, Inc. · California · Finance & Insurance

$9M in assets, 2 participants

Rick O'hara & Associates, Inc.'s Rick O'hara & Associates, Inc. 401(k) Safe Harbor Profit Sharing Plan reported $9M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.

  • #4,282 in Finance & Insurance (9,261 peers)

What the 2022 filing shows

Rick O'hara & Associates, Inc. 401(k) Safe Harbor Profit Sharing Plan holds $9M for 2 participants - about $4.5M per participant, above the median plan by assets.

#4,282
in Finance & Insurance (9,261 peers)
+3.8%
assets growth YoY

Rick O'hara & Associates, Inc. 401(k) Safe Harbor Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Rick O'hara & Associates, Inc. 401(k) Safe Harbor Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$9,037,349 Top 37% higher than 63% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Rick O'hara & Associates, Inc. 401(k) Safe Harbor Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rick O'hara & Associates, Inc. 401(k) Safe Harbor Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 953865511 · Rick O'hara & Associates, Inc. PY 2022 · 401(k)

Rick O'hara & Associates, Inc. 401(k) Safe Harbor Profit Sharing Plan · $9M · 2 · 63rd

  • NET $9M
  • BOOK 2
  • VS-ST 63rd
  • BOY 401(k)
  • SCH near Automatic Handling International, Inc. Retirement Savings Plan
  • EBSA ind #4282

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in California →

Rick O'hara & Associates, Inc. 401(k) Safe Harbor Profit Sharing Plan in the asset neighbourhood

Rick O'hara & Associates, Inc. 401(k) Safe Harbor Profit Sharing PlanRick O'hara & Associates, In…$9MAutomatic Handling International, Inc. Retirement Savings PlanAutomatic Handling Internati…$9MInterborough Developmental and Consultation Center 401(k) PlanInterborough Developmental a…$9MStainless Foundry & Engineering, Inc. 401(k) PlanStainless Foundry & Engineer…$9MStafford-Smith, Inc. Retirement and Salary Deferral PlanStafford-Smith, Inc. Retirem…$9M
End-of-year total assets ($M) among Rick O'hara & Associates, Inc. 401(k) Safe Harbor Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$9M
Net Income$328K
Employer EIN953865511
Plan Effective Date2002-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rick O'hara & Associates, Inc.)

Sponsor-wide plan assets over time

All Rick O'hara & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 6.813989367899813% vs 2022
2024 filing year
$8M$8.5M$9M$9.5M 202220232024 $9.04M $8.42M ▼ -6.9%
Year Plans Participants Total Assets
2022 1 2 $9M
2023 1 2 $9M
2024 1 2 $8M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Rick O'hara & Associates, Inc. 401(k) Safe Harbor Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Rick O'hara & Associates, Inc. 401(k) Safe Harbor Profit Sharing Plan, Total assets ($B): 0.009037349 · Participants: 2Rick O'hara & Associates, Inc. 401(k) Safe Harbor Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Rick O'hara & Associates, Inc. 401(k) Safe Harbor Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Rick O'hara & Associates, Inc. 401(k) Safe Harbor Profit Sharing Plan side-by-side with 3 peers →

Rick O'hara & Associates, Inc. 401(k) Safe Harbor Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Automatic Handling International, Inc. Retirement Savings Plan in MI ($9M); by covered participants it is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Rick O'hara & Associates, Inc. 401(k) Safe Harbor Profit Sharing Plan assets move in 2022? ▼
Rick O'hara & Associates, Inc. 401(k) Safe Harbor Profit Sharing Plan edged up modestly - up 3.8% during 2022, from $9M to $9M. Reported net income was $328K.
How have Rick O'hara & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rick O'hara & Associates, Inc.'s sponsor-wide assets declined 6.8%, from $9M to $8M.
Which 401(k) plans are similar in size to Rick O'hara & Associates, Inc. 401(k) Safe Harbor Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Automatic Handling International, Inc. Retirement Savings Plan in MI ($9M, 101 participants).
Which 401(k) plans cover a similar participant headcount to Rick O'hara & Associates, Inc. 401(k) Safe Harbor Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants, $162K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 953865511.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.