Profit Sharing · DOL Form 5500 · 2022
O'rourke & Akers, PA Profit Sharing Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 28th
- Percentile by assets National rank
- $227,417
- Avg per participant Above avg balance/head
Official DOL plan name: O'rourke & Akers, PA Profit Sharing Plan and Trust · Sponsored by O'rourke & Akers, PA · Florida · Professional & Technical Services
$1M in assets, 6 participants
O'rourke & Akers, PA's O'rourke & Akers, PA Profit Sharing Plan and Trust reported $1M in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 28th 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.
- #5,344 in Professional & Technical Services (21,562 peers)
O'rourke & Akers, PA multi-year trail
O'rourke & Akers, PA's plans moved +38.8% in assets from 2022 to 2024; this filing shows O'rourke & Akers, PA Profit Sharing Plan and Trust at $1M / 6 participants.
- #5,344
- in Professional & Technical Services (21,562 peers)
- -10.0%
- assets change YoY
The plan reported a net loss of $151K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
O'rourke & Akers, PA Profit Sharing Plan and Trust among the smaller filed plans by assets
O'rourke & Akers, PA Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,364,503 28th percentile higher than 28% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
O'rourke & Akers, PA Profit Sharing Plan and Trust among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. O'rourke & Akers, PA Profit Sharing Plan and Trust is a micro filing (6 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 593364558 · O'rourke & Akers, PA PY 2022 · Profit Sharing
O'rourke & Akers, PA Profit Sharing Plan and Trust · $1M · 6 · 28th
- PCT $1M
- PCT 6
- PCT 28th
- PCT Profit Sharing
- PCT near Neurological Associates of the Ozarks, Inc. Profit Sharing Plan
- PCT ind #5344
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 Professional & Technical Services retirement plans → · Plans in Florida →
O'rourke & Akers, PA Profit Sharing Plan and Trust in the asset neighbourhood
O'rourke & Akers, PA multi-year asset trail
Sponsor-wide plan assets over time
All O'rourke & Akers, PA plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 38.781812865197075% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $1M |
| 2023 | 1 | 6 | $2M |
| 2024 | 1 | 6 | $2M |
O'rourke & Akers, PA filing trail (2022)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$151K |
| Employer EIN | 593364558 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Florida
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Retirement Wealth Builder Plan of Pricewaterhousecoopers LLP $4.1B · 44,915
- Raymond James Financial, Inc. & Affiliates Profit Sharing Plan $985M · 14,201
- Orlando Health, Inc. Retirement Savings Plan 401a $418M · 23,825
- Shands Health Care Matched Savings Account 401(a) $349M · 9,486
- American Maritime Officers Defined Contribution Plan $245M · 4,132
O'rourke & Akers, PA Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Florida, the nearest Profit Sharing by assets is Neurological Associates of the Ozarks, Inc. Profit Sharing Plan in MO ($1M); by covered participants it is Hillin and Company, P.C. Profit Sharing Plan in MO (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (6 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.