Defined Benefit (Pension) · DOL Form 5500 · 2022
The Oconnell Companies, Inc. Pension Plan
Data updated 2026-08-25
- $58M
- Total assets Below avg plan size
- 195
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $295,343
- Avg per participant High balance/head
Official DOL plan name: Retirement Plan for Employees of the O'connell Companies, Inc. · Sponsored by The Oconnell Companies, Inc. · Massachusetts · Management of Enterprises
$58M in assets, 195 participants
The Oconnell Companies, Inc.'s Retirement Plan for Employees of the O'connell Companies, Inc. reported $58M in total assets and 195 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.
- #867 in Management of Enterprises (1,193 peers)
Coverage in Massachusetts
Retirement Plan for Employees of the O'connell Companies, Inc. covers 195 participants in Massachusetts, about 30% of the average Massachusetts filer (state average ~659 per filing). Assets: $58M.
- #867
- in Management of Enterprises (1,193 peers)
- -21.1%
- assets change YoY
- 0.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Retirement Plan for Employees of the O'connell Companies, Inc.'s outsized position by total assets
Retirement Plan for Employees of the O'connell Companies, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$57,591,876 Top 11% higher than 89% 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
Retirement Plan for Employees of the O'connell Companies, Inc. 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. Retirement Plan for Employees of the O'connell Companies, Inc. sits mid-pack in the medium band (195 participants).
Published 5500 schedule card
Filing strip 042669288 · The Oconnell Companies, Inc. PY 2022 · Defined Benefit (Pension)
Retirement Plan for Employees of the O'connell Companies, Inc. · $58M · 195 · 89th
- EOY $58M
- EOY 195
- EOY 89th
- EOY Defined Benefit (Pension)
- EOY near IBEW Local 505 NECA Pension Plan
- EOY ind #867
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 →
Retirement Plan for Employees of the O'connell Companies, Inc. in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $73M |
|---|---|
| Net Assets (End of Year) | $58M |
| Net Income | -$15M |
| Employer EIN | 042669288 |
| Plan Effective Date | 1951-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Oconnell Companies, Inc.)
Sponsor-wide plan assets over time
All The Oconnell Companies, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $101M 6.529277284177132% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 392 | $95M |
| 2023 | 2 | 386 | $99M |
| 2024 | 2 | 359 | $101M |
Nearby Defined Benefit (Pension) Plans in Massachusetts
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Consolidated Cash Balance Program of Mass General Brigham and Member Organizations $9.1B · 55,495
- Liberty Mutual Retirement Benefit Plan $6.8B · 33,087
- Massachusetts Institute of Technology Basic Retirement Plan $5.3B · 11,835
- N. Atlantic States Carp. Pension Fund $4.8B · 17,323
- N. Atlantic States Carp. Guaranteed Annuity Fund $3.6B · 10,962
Retirement Plan for Employees of the O'connell Companies, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is IBEW Local 505 NECA Pension Plan in AL ($58M); by covered participants it is Chemtura Corporation Retirement Plan in PA (195 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($58M here).
Similar participant headcount
Nearest other-state filings by covered participants (195 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.