401(k) · DOL Form 5500 · 2022

Marks, O'neill, O'brien, Doherty & Kelly, P.C. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
141
Participants Small participant base
73rd
Percentile by assets National rank
$111,485
Avg per participant Below avg balance/head
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Official DOL plan name: Marks, O'neill, O'brien, Doherty & Kelly, P.C. 401(k) Profit Sharing Plan · Sponsored by Marks, O'neill, O'brien, Doherty & Kelly, P.C. · Pennsylvania · Professional & Technical Services

$16M in assets, 141 participants

Marks, O'neill, O'brien, Doherty & Kelly, P.C.'s Marks, O'neill, O'brien, Doherty & Kelly, P.C. 401(k) Profit Sharing Plan reported $16M in total assets and 141 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.

  • #15,738 in Professional & Technical Services (21,562 peers)

Coverage in Pennsylvania

Marks, O'neill, O'brien, Doherty & Kelly, P.C. 401(k) Profit Sharing Plan covers 141 participants in Pennsylvania, about 17% of the average Pennsylvania filer (state average ~822 per filing). Assets: $16M.

#15,738
in Professional & Technical Services (21,562 peers)
-17.6%
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.

Marks, O'neill, O'brien, Doherty & Kelly, P.C. 401(k) Profit Sharing Plan's outsized position by total assets

Marks, O'neill, O'brien, Doherty & Kelly, P.C. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$15,719,360 Top 27% higher than 73% 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

Marks, O'neill, O'brien, Doherty & Kelly, P.C. 401(k) Profit Sharing 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. Marks, O'neill, O'brien, Doherty & Kelly, P.C. 401(k) Profit Sharing Plan sits mid-pack in the medium band (141 participants).

Plan-year Form 5500 strip

Filing strip 232421281 · Marks, O'neill, O'brien, Doherty & Kelly, P.C. PY 2022 · 401(k)

Marks, O'neill, O'brien, Doherty & Kelly, P.C. 401(k) Profit Sharing Plan · $16M · 141 · 73rd

  • BOY $16M
  • BOY 141
  • BOY 73rd
  • BOY 401(k)
  • BOY near Third Coast Bank, Ssb 401(k) and Employee Stock Ownership Plan
  • BOY ind #15738

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 Pennsylvania →

Marks, O'neill, O'brien, Doherty & Kelly, P.C. 401(k) Profit Sharing Plan in the asset neighbourhood

Marks, O'neill, O'brien, Doherty & Kelly, P.C. 401(k) Profit Sharing PlanMarks, O'neill, O'brien, Doh…$16MThird Coast Bank, Ssb 401(k) and Employee Stock Ownership PlanThird Coast Bank, Ssb 401(k)…$16MVance Brothers, Inc. Retirement PlanVance Brothers, Inc. Retirem…$16MAugust Mack Environmental, Inc. 401(k) PlanAugust Mack Environmental, I…$16MWaibel Energy Systems Retirement PlanWaibel Energy Systems Retire…$16M
End-of-year total assets ($M) among Marks, O'neill, O'brien, Doherty & Kelly, P.C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$16M
Net Income-$3M
Employer EIN232421281
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marks, O'neill, O'brien, Doherty & Kelly, P.C.)

Sponsor-wide plan assets over time

All Marks, O'neill, O'brien, Doherty & Kelly, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 30.4658332145838% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $15.7M $20.5M ▲ +30.5%
Year Plans Participants Total Assets
2022 1 141 $16M
2023 1 155 $17M
2024 1 156 $21M

Nearby 401(k) Plans in Pennsylvania

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

Marks, O'neill, O'brien, Doherty & Kelly, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Marks, O'neill, O'brien, Doherty & Kelly, P.C. 401(k) Profit Sharing Plan, Total assets ($B): 0.01571936 · Participants: 141Marks, O'neill, O'brien, Doherty & Kelly, P.C. 401(k) Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Marks, O'neill, O'brien, Doherty & Kelly, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Marks, O'neill, O'brien, Doherty & Kelly, P.C. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Marks, O'neill, O'brien, Doherty & Kelly, P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Third Coast Bank, Ssb 401(k) and Employee Stock Ownership Plan in TX ($16M); by covered participants it is Bel Red Energy Solutions 401(k) Plan in WA (141 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (141 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 Marks, O'neill, O'brien, Doherty & Kelly, P.C. 401(k) Profit Sharing Plan assets move in 2022? ▼
Marks, O'neill, O'brien, Doherty & Kelly, P.C. 401(k) Profit Sharing Plan declined sharply - down 17.6% during 2022, from $19M to $16M. Reported net income was -$3M.
How have Marks, O'neill, O'brien, Doherty & Kelly, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marks, O'neill, O'brien, Doherty & Kelly, P.C.'s sponsor-wide assets grew 30.5%, from $16M to $21M.
Which 401(k) plans are similar in size to Marks, O'neill, O'brien, Doherty & Kelly, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Third Coast Bank, Ssb 401(k) and Employee Stock Ownership Plan in TX ($16M, 330 participants).
Which 401(k) plans cover a similar participant headcount to Marks, O'neill, O'brien, Doherty & Kelly, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bel Red Energy Solutions 401(k) Plan in WA (141 participants, N/A 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 232421281.

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.