401(k) · DOL Form 5500 · 2022

R.J. O'brien & Associates, LLC 401(k) Plan

Data updated 2026-08-11

$81M
Total assets
352
Participants
92nd
Percentile by assets
$230,863
Avg per participant
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Official DOL plan name: R.J. O'brien & Associates, LLC Profit Sharing and Savings Plan · Sponsored by R.J. O'brien & Associates, LLC · Illinois · Finance & Insurance

$81M in assets, 352 participants

R.J. O'brien & Associates, LLC's R.J. O'brien & Associates, LLC Profit Sharing and Savings Plan reported $81M in total assets and 352 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • 92nd percentile by assets (of 139,126 plans)
  • #8,007 in Finance & Insurance (9,261 peers)

Coverage in Illinois

R.J. O'brien & Associates, LLC Profit Sharing and Savings Plan covers 352 participants in Illinois, about 45% of the average Illinois filer (state average ~779 per filing). Assets: $81M.

$81M
total plan assets (2022 EOY)
352
covered participants
92nd
percentile by assets (of 139,126 plans)
$230,863
avg assets per participant

The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where R.J. O'brien & Associates, LLC Profit Sharing and Savings Plan sits by total assets

R.J. O'brien & Associates, LLC Profit Sharing and Savings Plan vs every filed plan by assets

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

$81,263,950 Top 8% higher than 92% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Illinois
Industry
Finance & Insurance

Participants vs Illinois filers

In Illinois, the average filing covers about 779 participants across 5,745 plans. R.J. O'brien & Associates, LLC Profit Sharing and Savings Plan reports 352 participants - about 45% of that state average ($81M EOY assets).

Illinois filing particulars

Total Assets (Beginning of Year)$96M
Net Assets (End of Year)$81M
Net Income-$15M
Employer EIN562667517
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (R.J. O'brien & Associates, LLC)

$70M$80M$90M$100M$110M$120M 202220232024 $81.3M $108M ▲ +33.3%
Total plan assets by year, all R.J. O'brien & Associates, LLC plans on file
Year Plans Participants Total Assets
2022 1 352 $81M
2023 1 352 $97M
2024 1 373 $108M

Nearby 401(k) Plans in Illinois

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

R.J. O'brien & Associates, LLC Profit Sharing and Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants R.J. O'brien & Assoc…, Total assets ($B): 0.08126395 · Participants: 352R.J. O'brien & Assoc…State Farm 401(k) Sa…, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Sa…Accenture United Sta…, Total assets ($B): 14.283954811 · Participants: 66653Accenture United Sta…Abbott Laboratories …, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories …United Airlines Pilo…, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilo…Walgreens Retirement…, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement…
R.J. O'brien & Associates, LLC Profit Sharing and Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare R.J. O'brien & Associates, LLC Profit Sh… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to R.J. O'brien & Associates, LLC Profit Sharing and Savings Plan by total assets, not by location.

Frequently Asked Questions

How did R.J. O'brien & Associates, LLC Profit Sharing and Savings Plan assets move in 2022? ▼
R.J. O'brien & Associates, LLC Profit Sharing and Savings Plan declined sharply - down 15.8% during 2022, from $96M to $81M. Reported net income was -$15M.
How have R.J. O'brien & Associates, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), R.J. O'brien & Associates, LLC's sponsor-wide assets grew 33.3%, from $81M to $108M.
Where does R.J. O'brien & Associates, LLC Profit Sharing and Savings Plan rank by assets among Form 5500 filers? ▼
R.J. O'brien & Associates, LLC Profit Sharing and Savings Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to R.J. O'brien & Associates, LLC Profit Sharing and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Greatland Corporation 401(k) Plan in MI ($81M, 135 participants).

Next read for R.J. O'brien & Associates, LLC Profit Sh…

Filing takeaways

Ways to act on R.J. O'brien & Associates, LLC Profit Sharing and Savings Plan's numbers.

  • By total assets, R.J. O'brien & Associates, LLC Profit Sharing and Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Illinois. Compare plans
  • R.J. O'brien & Associates, LLC's sponsor-wide assets have grown 33.3% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 562667517.

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.