401(k) · DOL Form 5500 · 2022
October Three Management Services, Inc. 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 117
- Participants Small participant base
- 67th
- Percentile by assets National rank
- $92,825
- Avg per participant Below avg balance/head
Official DOL plan name: October Three Management Services, Inc. Retirement Trust · Sponsored by October Three Management Services, Inc. · Illinois · Professional & Technical Services
$11M in assets, 117 participants
October Three Management Services, Inc.'s October Three Management Services, Inc. Retirement Trust reported $11M in total assets and 117 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.
- #14,154 in Professional & Technical Services (21,562 peers)
Coverage in Illinois
October Three Management Services, Inc. Retirement Trust covers 117 participants in Illinois, about 15% of the average Illinois filer (state average ~779 per filing). Assets: $11M.
- #14,154
- in Professional & Technical Services (21,562 peers)
- -9.6%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
October Three Management Services, Inc. Retirement Trust's outsized position by total assets
October Three Management Services, Inc. Retirement Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$10,860,561 Top 33% higher than 67% 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
October Three Management Services, Inc. Retirement Trust 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. October Three Management Services, Inc. Retirement Trust sits mid-pack in the medium band (117 participants).
Published 5500 schedule card
Filing strip 271503891 · October Three Management Services, Inc. PY 2022 · 401(k)
October Three Management Services, Inc. Retirement Trust · $11M · 117 · 67th
- EBSA $11M
- PART 117
- TYPE 67th
- NET 401(k)
- BOOK near Trophy Automotive Dealer Group LLC 401(k) Plan
- VS-ST ind #14154
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 Illinois →
October Three Management Services, Inc. Retirement Trust in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | -$1M |
| Employer EIN | 271503891 |
| Plan Effective Date | 2010-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (October Three Management Services, Inc.)
Sponsor-wide plan assets over time
All October Three Management Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 90.35970609621363% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 117 | $11M |
| 2023 | 1 | 140 | $15M |
| 2024 | 2 | 324 | $21M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- State Farm 401(k) Savings Plan $14.7B · 53,616
- Accenture United States 401(k) Match and Savings Plan $14.3B · 66,653
- Abbott Laboratories Stock Retirement Plan $13.3B · 36,136
- United Airlines Pilot Retirement Account Plan $11.8B · 13,437
- Walgreens Retirement Savings Plan $11.7B · 238,072
October Three Management Services, Inc. Retirement Trust's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Trophy Automotive Dealer Group LLC 401(k) Plan in CA ($11M); by covered participants it is The Kansas City Landsman, L.L.C. Retirement Plan in GA (117 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (117 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.