401(k) · DOL Form 5500 · 2022

Dauby O'connor & Zaleski, LLC 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
247
Participants Below avg headcount
79th
Percentile by assets National rank
$91,556
Avg per participant Below avg balance/head
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Official DOL plan name: Dauby O'connor & Zaleski, LLC Retirement Plan · Sponsored by Dauby O'connor & Zaleski, LLC · Indiana · Professional & Technical Services

$23M in assets, 247 participants

Dauby O'connor & Zaleski, LLC's Dauby O'connor & Zaleski, LLC Retirement Plan reported $23M in total assets and 247 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #17,113 in Professional & Technical Services (21,562 peers)

Coverage in Indiana

Dauby O'connor & Zaleski, LLC Retirement Plan covers 247 participants in Indiana, about 46% of the average Indiana filer (state average ~541 per filing). Assets: $23M.

#17,113
in Professional & Technical Services (21,562 peers)
-17.7%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Dauby O'connor & Zaleski, LLC Retirement Plan's outsized position by total assets

Dauby O'connor & Zaleski, LLC Retirement Plan vs every filed plan by assets

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

$22,614,307 Top 21% higher than 79% 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

Dauby O'connor & Zaleski, LLC Retirement 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. Dauby O'connor & Zaleski, LLC Retirement Plan sits mid-pack in the medium band (247 participants).

Form 5500 schedule snapshot

Filing strip 351750664 · Dauby O'connor & Zaleski, LLC PY 2022 · 401(k)

Dauby O'connor & Zaleski, LLC Retirement Plan · $23M · 247 · 79th

  • TYPE $23M
  • TYPE 247
  • TYPE 79th
  • TYPE 401(k)
  • TYPE near Lhr Retirement Plan
  • TYPE ind #17113

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 Indiana →

Dauby O'connor & Zaleski, LLC Retirement Plan in the asset neighbourhood

Lhr Retirement Plan$23MMedical Graphics Corporation 401(k) Savings PlanMedical Graphics Corporation…$23MDauby O'connor & Zaleski, LLC Retirement PlanDauby O'connor & Zaleski, LL…$23MClayton H. Landis Company, Inc. 401(k) Retirement PlanClayton H. Landis Company, I…$23MPeoples Financial Corporation 401(k) Profit Sharing PlanPeoples Financial Corporatio…$23M
End-of-year total assets ($M) among Dauby O'connor & Zaleski, LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Indiana filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$23M
Net Income-$5M
Employer EIN351750664
Plan Effective Date1994-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dauby O'connor & Zaleski, LLC)

Sponsor-wide plan assets over time

All Dauby O'connor & Zaleski, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$33M 46.939545837066774% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $22.6M $33.2M ▲ +47.0%
Year Plans Participants Total Assets
2022 1 247 $23M
2023 1 273 $28M
2024 1 283 $33M

Nearby 401(k) Plans in Indiana

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

Dauby O'connor & Zaleski, LLC Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Dauby O'connor & Zaleski, LLC Retirement Plan, Total assets ($B): 0.022614307 · Participants: 247Dauby O'connor & Zaleski, LLC Retirement PlanElevance Health 401(k) Plan, Total assets ($B): 9.467911456 · Participants: 71898Elevance Health 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 8.875255354 · Participants: 15607The Lilly Employee 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 4.386787904 · Participants: 23710Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.245347601 · Participants: 39243Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.020286876 · Participants: 8632Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Dauby O'connor & Zaleski, LLC Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Dauby O'connor & Zaleski, LLC Retirement Plan side-by-side with 3 peers →

Dauby O'connor & Zaleski, LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Lhr Retirement Plan in UT ($23M); by covered participants it is Tri-Starr Services of Pennsylvania, Inc., Profit Sharing 401(k) Plan in PA (247 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (247 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 Dauby O'connor & Zaleski, LLC Retirement Plan assets move in 2022? ▼
Dauby O'connor & Zaleski, LLC Retirement Plan declined sharply - down 17.7% during 2022, from $27M to $23M. Reported net income was -$5M.
How have Dauby O'connor & Zaleski, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dauby O'connor & Zaleski, LLC's sponsor-wide assets grew 46.9%, from $23M to $33M.
Where does Dauby O'connor & Zaleski, LLC Retirement Plan rank by assets among Form 5500 filers? ▼
Dauby O'connor & Zaleski, LLC Retirement Plan ranks in the 79th 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 Dauby O'connor & Zaleski, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lhr Retirement Plan in UT ($23M, 138 participants).
Which 401(k) plans cover a similar participant headcount to Dauby O'connor & Zaleski, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tri-Starr Services of Pennsylvania, Inc., Profit Sharing 401(k) Plan in PA (247 participants, $3M 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 351750664.

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.