401(k) · DOL Form 5500 · 2022

The O'connell Companies, Inc. 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
197
Participants Below avg headcount
85th
Percentile by assets National rank
$188,930
Avg per participant Above avg balance/head
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Official DOL plan name: The O'connell Companies, Inc. 401(k) Plan · Sponsored by The O'connell Companies, Inc. · Massachusetts · Management of Enterprises

$37M in assets, 197 participants

The O'connell Companies, Inc.'s The O'connell Companies, Inc. 401(k) Plan reported $37M in total assets and 197 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #799 in Management of Enterprises (1,193 peers)

Coverage in Massachusetts

The O'connell Companies, Inc. 401(k) Plan covers 197 participants in Massachusetts, about 30% of the average Massachusetts filer (state average ~659 per filing). Assets: $37M.

#799
in Management of Enterprises (1,193 peers)
-19.6%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The O'connell Companies, Inc. 401(k) Plan's outsized position by total assets

The O'connell Companies, Inc. 401(k) Plan vs every filed plan by assets

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

$37,219,138 Top 15% higher than 85% 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

The O'connell Companies, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The O'connell Companies, Inc. 401(k) Plan sits mid-pack in the medium band (197 participants).

DOL schedule card

Filing strip 042669288 · The O'connell Companies, Inc. PY 2022 · 401(k)

The O'connell Companies, Inc. 401(k) Plan · $37M · 197 · 85th

  • NET $37M
  • BOOK 197
  • VS-ST 85th
  • BOY 401(k)
  • SCH near Intermedia.Net 401(k) Plan
  • EBSA ind #799

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 Management of Enterprises retirement plans → · Plans in Massachusetts →

The O'connell Companies, Inc. 401(k) Plan in the asset neighbourhood

Levi Strauss & Co. Employee Long-Term Investment Savings PlanLevi Strauss & Co. Employee …$37MIpex USA LLC Savings Plan$37MThe O'connell Companies, Inc. 401(k) PlanThe O'connell Companies, Inc…$37MIntermedia.Net 401(k) Plan$37MJoseph Management Group 401(k) Retirement Savings Plan and TrustJoseph Management Group 401(…$37M
End-of-year total assets ($M) among The O'connell Companies, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$37M
Net Income-$9M
Employer EIN042669288
Plan Effective Date1973-12-11
Filing StatusFILING RECEIVED

Sponsor Plan History (The O'connell Companies, Inc.)

Sponsor-wide plan assets over time

All The O'connell Companies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$101M 6.529277284177132% vs 2022
2024 filing year
$94M$96M$98M$100M$102M 202220232024 $94.8M $101M ▲ +6.5%
Year Plans Participants Total Assets
2022 2 392 $95M
2023 2 386 $99M
2024 2 359 $101M

Nearby 401(k) Plans in Massachusetts

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

The O'connell Companies, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants The O'connell Companies, Inc. 401(k) Plan, Total assets ($B): 0.037219138 · Participants: 197The O'connell Companies, Inc. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
The O'connell Companies, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare The O'connell Companies, Inc. 401(k) Plan side-by-side with 3 peers →

The O'connell Companies, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Intermedia.Net 401(k) Plan in CA ($37M); by covered participants it is Solar Supply, LLC 401(k) Profit Sharing Plan in LA (197 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (197 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 The O'connell Companies, Inc. 401(k) Plan assets move in 2022? ▼
The O'connell Companies, Inc. 401(k) Plan declined sharply - down 19.6% during 2022, from $46M to $37M. Reported net income was -$9M.
How have The O'connell Companies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The O'connell Companies, Inc.'s sponsor-wide assets grew 6.5%, from $95M to $101M.
Where does The O'connell Companies, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
The O'connell Companies, Inc. 401(k) Plan ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The O'connell Companies, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Intermedia.Net 401(k) Plan in CA ($37M, 548 participants).
Which 401(k) plans cover a similar participant headcount to The O'connell Companies, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Solar Supply, LLC 401(k) Profit Sharing Plan in LA (197 participants, $16M 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 042669288.

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.