401(k)
2022 plan-year 401(k) DOL Form 5500

O'CONNOR COMPANY 401(K) RETIREMENT PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

O'CONNOR COMPANY, INC.

This 401(k) plan holds $23M in total assets and serves 156 participants as of 2022. It is sponsored by O'CONNOR COMPANY, INC. in South Dakota. The plan reported a net loss of $5M for the year.

Total Assets (2023)
$23M
Participants
156
State
Industry
Wholesale Trade

What the Filing Says About O'CONNOR COMPANY 401(K) RETIREMENT PLAN

O'CONNOR COMPANY 401(K) RETIREMENT PLAN is a 401(k) retirement plan sponsored by O'CONNOR COMPANY, INC., headquartered in South Dakota. As of the 2022 Form 5500 filing, the plan reports $23M in total end-of-year assets and covers 156 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 460332893, and the plan has been effective since 1997-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $28M at the beginning of 2022 to $23M at year-end — a decline of 17.5%. Net assets (after liabilities) closed the year at $23M, with reported net income of $-4,934,510 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$28M
Total Assets (End of Year)$23M
Net Assets (End of Year)$23M
Net Income$-4,934,510
Plan Type401(k)
Employer EIN460332893
Plan Effective Date1997-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (O'CONNOR COMPANY, INC.)

Year Plans Participants Total Assets
2022 1 156 $23M
2023 1 149 $27M
2024 1 160 $30M

Nearby 401(k) Plans in South Dakota

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

Frequently Asked Questions

How much money is in the O'CONNOR COMPANY 401(K) RETIREMENT PLAN?
As of the 2022 Form 5500 filing, O'CONNOR COMPANY 401(K) RETIREMENT PLAN holds $23M in total assets with 156 participants. It is sponsored by O'CONNOR COMPANY, INC..
What type of plan is O'CONNOR COMPANY 401(K) RETIREMENT PLAN?
O'CONNOR COMPANY 401(K) RETIREMENT PLAN is a 401(k) plan. It has been effective since 1997-07-01. The plan is filed with the U.S. Department of Labor under EIN 460332893.
Who sponsors the O'CONNOR COMPANY 401(K) RETIREMENT PLAN?
O'CONNOR COMPANY 401(K) RETIREMENT PLAN is sponsored by O'CONNOR COMPANY, INC., located in South Dakota. The sponsor's EIN is 460332893 and the plan operates in the Wholesale Trade industry.
How did O'CONNOR COMPANY 401(K) RETIREMENT PLAN perform in 2022?
O'CONNOR COMPANY 401(K) RETIREMENT PLAN declined by 17.5% during 2022, moving from $28M to $23M in total assets. Net income was $-4,934,510.
Where can I find official filings for O'CONNOR COMPANY 401(K) RETIREMENT PLAN?
Official Form 5500 filings for O'CONNOR COMPANY 401(K) RETIREMENT PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 460332893 or plan name at efast.dol.gov.
How does O'CONNOR COMPANY 401(K) RETIREMENT PLAN compare to other plans?
You can compare O'CONNOR COMPANY 401(K) RETIREMENT PLAN against other 401(k) plans on the plan type page, or view plans in South Dakota on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 460332893.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.