401(k) · DOL Form 5500 · 2022

Pkf O'connor Davies,LLP 401(k) Plan

Data updated 2026-08-25

$212M
Total assets Near avg plan size
1,163
Participants Near avg headcount
96th
Percentile by assets National rank
$182,681
Avg per participant Above avg balance/head
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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.

  • #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.

#20,898
in Professional & Technical Services (21,562 peers)
-7.0%
assets change YoY
2.1×
vs typical plan assets (national mean)

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's outsized position by total assets

Pkf O'connor Davies, LLP 401(k) Savings & Retirement Plan vs every filed plan by assets

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

$212,457,778 Top 4% higher than 96% of 139,123 filed plans

This plan $0 $2,050,000,000 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

Pkf O'connor Davies, LLP 401(k) Savings & Retirement Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pkf O'connor Davies, LLP 401(k) Savings & Retirement Plan lands in the large band (1,163 participants).

DOL schedule card

Filing strip 271728945 · Pkf O'connor Davies,LLP PY 2022 · 401(k)

Pkf O'connor Davies, LLP 401(k) Savings & Retirement Plan · $212M · 1,163 · 96th

  • VS-ST $212M
  • BOY 1,163
  • SCH 96th
  • EBSA 401(k)
  • PART near Hoffman Hoffman Inc Employee Stock Ownership Plan
  • TYPE ind #20898

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 New York →

Pkf O'connor Davies, LLP 401(k) Savings & Retirement Plan in the asset neighbourhood

Randolph-Brooks Federal Credit Union 401(k) PlanRandolph-Brooks Federal Cred…$213MPkf O'connor Davies, LLP 401(k) Savings & Retirement PlanPkf O'connor Davies, LLP 401…$212MHoffman Hoffman Inc Employee Stock Ownership PlanHoffman Hoffman Inc Employee…$212MBricklayers and Trowel Trades Int'l Retirement Savings PlanBricklayers and Trowel Trade…$212MGood Samaritan Society 401(k) PlanGood Samaritan Society 401(k…$212M
End-of-year total assets ($M) among Pkf O'connor Davies, LLP 401(k) Savings & Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$229M
Net Assets (End of Year)$212M
Net Income-$36M
Employer EIN271728945
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pkf O'connor Davies,LLP)

Sponsor-wide plan assets over time

All Pkf O'connor Davies,LLP plans reported in each filing year

Latest sponsor-wide plan assets
$273M 28.28469428876358% vs 2022
2023 filing year
$200M$220M$240M$260M$280M 20222023 $212M $273M ▲ +28.3%
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 Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Pkf O'connor Davies, LLP 401(k) Savings & Retirement Plan, Total assets ($B): 0.212457778 · Participants: 1163Pkf O'connor Davies, LLP 401(k) Savings & Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Pkf O'connor Davies, LLP 401(k) Savings & Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Pkf O'connor Davies, LLP 401(k) Savings & Retirement Plan side-by-side with 3 peers →

Pkf O'connor Davies, LLP 401(k) Savings & Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Hoffman Hoffman Inc Employee Stock Ownership Plan in NC ($212M); by covered participants it is Farm Bureau Employees' 401(k) Plan in MI (1,163 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,163 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.

Frequently Asked Questions

How did Pkf O'connor Davies, LLP 401(k) Savings & Retirement Plan assets move in 2022? ▼
Pkf O'connor Davies, LLP 401(k) Savings & Retirement Plan pulled back noticeably - down 7.0% during 2022, from $229M to $212M. Reported net income was -$36M.
How have Pkf O'connor Davies,LLP plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Pkf O'connor Davies,LLP's sponsor-wide assets grew 28.3%, from $212M to $273M.
Where does Pkf O'connor Davies, LLP 401(k) Savings & Retirement Plan rank by assets among Form 5500 filers? ▼
Pkf O'connor Davies, LLP 401(k) Savings & Retirement Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Pkf O'connor Davies, LLP 401(k) Savings & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hoffman Hoffman Inc Employee Stock Ownership Plan in NC ($212M, 579 participants).
Which 401(k) plans cover a similar participant headcount to Pkf O'connor Davies, LLP 401(k) Savings & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Farm Bureau Employees' 401(k) Plan in MI (1,163 participants, $175M in assets).

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 271728945.

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.