401(k) · DOL Form 5500 · 2022
Pkf O'connor Davies,LLP 401(k) Plan
Data updated 2026-08-11
- $212M
- Total assets
- 1,163
- Participants
- 96th
- Percentile by assets
- $182,681
- Avg per participant
Official DOL plan name: Pkf O'connor Davies, LLP 401(k) Savings & Retirement Plan · Sponsored by Pkf O'connor Davies,LLP · New York · Professional & Technical Services
$212M in assets, 1,163 participants
Pkf O'connor Davies,LLP's Pkf O'connor Davies, LLP 401(k) Savings & Retirement Plan reported $212M in total assets and 1,163 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 139,126 plans)
- #20,898 in Professional & Technical Services (21,562 peers)
Where Pkf O'connor Davies, LLP 401(k) Savings & Retirement Plan sits by assets
Pkf O'connor Davies, LLP 401(k) Savings & Retirement Plan sits in the top 5% of all filed plans by assets, $212M for 1,163 participants (~$182,681/participant), down 7.0% in 2022.
- $212M
- total plan assets (2022 EOY)
- 1,163
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $182,681
- avg assets per participant
The plan reported a net loss of $36M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Pkf O'connor Davies, LLP 401(k) Savings & Retirement Plan vs the 2022 asset distribution
By assets, Pkf O'connor Davies, LLP 401(k) Savings & Retirement Plan outranks 96% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 2.1x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $229M |
|---|---|
| Net Assets (End of Year) | $212M |
| Net Income | -$36M |
| Employer EIN | 271728945 |
| Plan Effective Date | 1980-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pkf O'connor Davies,LLP)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,163 | $212M |
| 2023 | 1 | 1,278 | $273M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Pkf O'connor Davies, LLP 401(k) Savings & Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Pkf O'connor Davies, LLP 401(k) Savings & Retirement Plan by total assets, not by location.
- Hoffman Hoffman Inc Employee Stock Ownership Plan (NC) $212M · 579
- Bricklayers and Trowel Trades Int'l Retirement Savings Plan (DC) $212M · 19,760
- Randolph-Brooks Federal Credit Union 401(k) Plan (TX) $213M · 2,169
- Good Samaritan Society 401(k) Plan (SD) $212M · 13,988
Frequently Asked Questions
How did Pkf O'connor Davies, LLP 401(k) Savings & Retirement Plan assets move in 2022? ▼
How have Pkf O'connor Davies,LLP plan assets changed over time? ▼
Where does Pkf O'connor Davies, LLP 401(k) Savings & Retirement Plan rank by assets among Form 5500 filers? ▼
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Ways to act on Pkf O'connor Davies, LLP 401(k) Savings & Retirement Plan's numbers.
- By total assets, Pkf O'connor Davies, LLP 401(k) Savings & Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- Pkf O'connor Davies,LLP's sponsor-wide assets have grown 28.3% since 2022 across 2 plan years on file. More Professional & Technical Services plans