401(k) · DOL Form 5500 · 2022
Patrick O'connor & Associates LP 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 105
- Participants Small participant base
- 59th
- Percentile by assets National rank
- $73,024
- Avg per participant Below avg balance/head
Official DOL plan name: O'connor & Associates Employees' Savings & Profit Sharing Plan and Trust · Sponsored by Patrick O'connor & Associates LP · Texas · Real Estate
$8M in assets, 105 participants
Patrick O'connor & Associates LP's O'connor & Associates Employees' Savings & Profit Sharing Plan and Trust reported $8M in total assets and 105 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.
- #3,828 in Real Estate (5,057 peers)
Coverage in Texas
O'connor & Associates Employees' Savings & Profit Sharing Plan and Trust covers 105 participants in Texas, about 15% of the average Texas filer (state average ~688 per filing). Assets: $8M.
- #3,828
- in Real Estate (5,057 peers)
- -8.1%
- assets change YoY
The plan reported a net loss of $676K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
O'connor & Associates Employees' Savings & Profit Sharing Plan and Trust's mid-pack asset rank among Real Estate and all filers
O'connor & Associates Employees' Savings & Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$7,667,493 Top 41% higher than 59% 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
O'connor & Associates Employees' Savings & Profit Sharing Plan and 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. O'connor & Associates Employees' Savings & Profit Sharing Plan and Trust sits mid-pack in the medium band (105 participants).
Form 5500 schedule snapshot
Filing strip 760419951 · Patrick O'connor & Associates LP PY 2022 · 401(k)
O'connor & Associates Employees' Savings & Profit Sharing Plan and Trust · $8M · 105 · 59th
- VS-ST $8M
- BOY 105
- SCH 59th
- EBSA 401(k)
- PART near Cenexel Clinical Research, Inc. 401(k) Plan
- TYPE ind #3828
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 Real Estate retirement plans → · Plans in Texas →
O'connor & Associates Employees' Savings & Profit Sharing Plan and Trust in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$676K |
| Employer EIN | 760419951 |
| Plan Effective Date | 1999-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Patrick O'connor & Associates LP)
Sponsor-wide plan assets over time
All Patrick O'connor & Associates LP plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 57.60486511040832% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 105 | $8M |
| 2023 | 1 | 117 | $10M |
| 2024 | 1 | 153 | $12M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
O'connor & Associates Employees' Savings & Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Cenexel Clinical Research, Inc. 401(k) Plan in UT ($8M); by covered participants it is Tak Communications Wi LLC 401(k) Plan in SD (105 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (105 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.