401(k) · DOL Form 5500 · 2022
O'rourke Bros., Inc. 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 88
- Participants Small participant base
- 72nd
- Percentile by assets National rank
- $164,878
- Avg per participant Above avg balance/head
Official DOL plan name: O'rourke Bros., Inc. 401(k) Profit Sharing Plan · Sponsored by O'rourke Bros., Inc. · Iowa · Wholesale Trade
$15M in assets, 88 participants
O'rourke Bros., Inc.'s O'rourke Bros., Inc. 401(k) Profit Sharing Plan reported $15M in total assets and 88 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.
- #4,607 in Wholesale Trade (6,843 peers)
O'rourke Bros., Inc. multi-year trail
O'rourke Bros., Inc.'s plans moved +30.2% in assets from 2022 to 2024; this filing shows O'rourke Bros., Inc. 401(k) Profit Sharing Plan at $15M / 88 participants.
- #4,607
- in Wholesale Trade (6,843 peers)
- -15.9%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
O'rourke Bros., Inc. 401(k) Profit Sharing Plan's outsized position by total assets
O'rourke Bros., Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$14,509,262 Top 28% higher than 72% 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 Bros., Inc. 401(k) Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. O'rourke Bros., Inc. 401(k) Profit Sharing Plan is a small filing (88 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 421039137 · O'rourke Bros., Inc. PY 2022 · 401(k)
O'rourke Bros., Inc. 401(k) Profit Sharing Plan · $15M · 88 · 72nd
- VS-ST $15M
- BOY 88
- SCH 72nd
- EBSA 401(k)
- PART near Hammer Residences, Inc. 401(k) Retirement Plan
- TYPE ind #4607
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 Wholesale Trade retirement plans → · Plans in Iowa →
O'rourke Bros., Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
O'rourke Bros., Inc. multi-year asset trail
Sponsor-wide plan assets over time
All O'rourke Bros., Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 30.178536992439724% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 88 | $15M |
| 2023 | 1 | 88 | $17M |
| 2024 | 1 | 91 | $19M |
O'rourke Bros., Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | -$3M |
| Employer EIN | 421039137 |
| Plan Effective Date | 1985-08-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $3.6B · 12,201
- Iowa Health System Section 401(k) Retirement Savings Plan $2.7B · 28,603
- The Hy-Vee and Affiliates 401(k) Plan $2.4B · 59,826
- The Rsm US LLP Retirement Plan $2.3B · 13,793
- Transamerica 401(k) Retirement Savings Plan $2.1B · 7,262
O'rourke Bros., Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Hammer Residences, Inc. 401(k) Retirement Plan in MN ($15M); by covered participants it is Nebraska Orthopaedic and Sports Medicine P. C. 401(k) Profit Sharing Plan in NE (88 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (88 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.