Defined Benefit (Pension) · DOL Form 5500 · 2022
The Estate of Thomas O'connor Pension Plan
Data updated 2026-08-25
- $52M
- Total assets Below avg plan size
- 47
- Participants Small participant base
- 88th
- Percentile by assets National rank
- $1.1M
- Avg per participant High balance/head
Official DOL plan name: The Retirement Plan for Employees of the Estate of Thomas O'connor · Sponsored by The Estate of Thomas O'connor · Texas · Administrative & Support Services
$52M in assets, 47 participants
The Estate of Thomas O'connor's The Retirement Plan for Employees of the Estate of Thomas O'connor reported $52M in total assets and 47 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.
- #4,664 in Administrative & Support Services (4,927 peers)
Where The Retirement Plan for Employees of the Estate of Thomas O'connor sits by assets
The Retirement Plan for Employees of the Estate of Thomas O'connor sits in the top quartile of all filed plans by assets, $52M for 47 participants (~$1.1M/participant), down 17.0% in 2022.
- #4,664
- in Administrative & Support Services (4,927 peers)
- -17.0%
- assets change YoY
- 0.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Retirement Plan for Employees of the Estate of Thomas O'connor's outsized position by total assets
The Retirement Plan for Employees of the Estate of Thomas O'connor vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$51,563,465 Top 12% higher than 88% 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
The Retirement Plan for Employees of the Estate of Thomas O'connor among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Retirement Plan for Employees of the Estate of Thomas O'connor is a small filing (47 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 746039142 · The Estate of Thomas O'connor PY 2022 · Defined Benefit (Pension)
The Retirement Plan for Employees of the Estate of Thomas O'connor · $52M · 47 · 88th
- PHOTO $52M
- IND 47
- EOY 88th
- 5500 Defined Benefit (Pension)
- ASSETS near Retirement Plan for Employees of Pearl River Valley Electric Power Association
- PCT ind #4664
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 Administrative & Support Services retirement plans → · Plans in Texas →
The Retirement Plan for Employees of the Estate of Thomas O'connor in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $62M |
|---|---|
| Net Assets (End of Year) | $52M |
| Net Income | -$11M |
| Employer EIN | 746039142 |
| Plan Effective Date | 1980-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Estate of Thomas O'connor)
Sponsor-wide plan assets over time
All The Estate of Thomas O'connor plans reported in each filing year
- Latest sponsor-wide plan assets
- $64M 24.291557985872362% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 47 | $52M |
| 2023 | 1 | 47 | $59M |
| 2024 | 1 | 48 | $64M |
Nearby Defined Benefit (Pension) Plans in Texas
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- AT&T Pension Benefit Plan $41.0B · 119,463
- Shell Pension Plan $14.6B · 12,912
- Exxonmobil Pension Plan $11.6B · 23,661
- Caterpillar Inc. Retirement Income Plan $9.5B · 12,815
- Bp Retirement Accumulation Plan $5.4B · 9,156
The Retirement Plan for Employees of the Estate of Thomas O'connor's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Texas, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of Pearl River Valley Electric Power Association in MS ($52M); by covered participants it is Pension Plan for Hourly Employees of Neville Chemical Company in PA (47 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($52M here).
Similar participant headcount
Nearest other-state filings by covered participants (47 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.