401(k) · DOL Form 5500 · 2023

R.P. O'connell, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
10
Participants Small participant base
38th
Percentile by assets National rank
$351,042
Avg per participant High balance/head
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Official DOL plan name: R.P. O'connell, Inc. 401(k) Profit Sharing Plan · Sponsored by R.P. O'connell, Inc. · Massachusetts · Wholesale Trade

$4M in assets, 10 participants

R.P. O'connell, Inc.'s R.P. O'connell, Inc. 401(k) Profit Sharing Plan reported $4M in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #1,707 in Wholesale Trade (6,309 peers)

R.P. O'connell, Inc. multi-year trail

R.P. O'connell, Inc.'s plans moved +13.3% in assets from 2022 to 2024; this filing shows R.P. O'connell, Inc. 401(k) Profit Sharing Plan at $4M / 10 participants.

#1,707
in Wholesale Trade (6,309 peers)
+18.8%
assets growth YoY

R.P. O'connell, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

R.P. O'connell, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,510,417 38th percentile higher than 38% of 127,068 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 2023

R.P. O'connell, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. R.P. O'connell, Inc. 401(k) Profit Sharing Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • R.P. O'connell, Inc. 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $557K in the plan year 2023 filing.
  • R.P. O'connell, Inc. 401(k) Profit Sharing Plan reported participants fell from 17 in the plan year 2022 filing to 10 in the plan year 2023 filing.
  • R.P. O'connell, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 042388558 · R.P. O'connell, Inc. PY 2023 · 401(k)

R.P. O'connell, Inc. 401(k) Profit Sharing Plan · $4M · 10 · 38th

  • BOY $4M
  • SCH 10
  • EBSA 38th
  • PART 401(k)
  • TYPE near Albert Fa Carilli LLC Safe Harbir 401(k) Profit Sharing Plan
  • NET ind #1707

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 Wholesale Trade retirement plans → · Plans in Massachusetts →

R.P. O'connell, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

R.P. O'connell, Inc. 401(k) Profit Sharing PlanR.P. O'connell, Inc. 401(k) …$4MAlbert Fa Carilli LLC Safe Harbir 401(k) Profit Sharing PlanAlbert Fa Carilli LLC Safe H…$4MAumtech, Inc. 401(k) Plan$4MPrince Corporation 401(k) Profit Sharing PlanPrince Corporation 401(k) Pr…$4MGrunt Style, LLC 401(k) Profit Sharing PlanGrunt Style, LLC 401(k) Prof…$4M
End-of-year total assets ($M) among R.P. O'connell, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

R.P. O'connell, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All R.P. O'connell, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 13.279410778958828% vs 2022
2024 filing year
$2.8M$3M$3.2M$3.4M$3.6M 202220232024 $2.95M $3.35M ▲ +13.6%
Year Plans Participants Total Assets
2022 1 17 $3M
2023 1 10 $4M
2024 1 12 $3M

R.P. O'connell, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$557K
Employer EIN042388558
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

R.P. O'connell, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants R.P. O'connell, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.003510417 · Participants: 10R.P. O'connell, Inc. 401(k) Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
R.P. O'connell, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare R.P. O'connell, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

R.P. O'connell, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Albert Fa Carilli LLC Safe Harbir 401(k) Profit Sharing Plan in NJ ($4M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did R.P. O'connell, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
R.P. O'connell, Inc. 401(k) Profit Sharing Plan grew sharply - up 18.8% during 2023, from $3M to $4M. Reported net income was $557K.
How have R.P. O'connell, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), R.P. O'connell, Inc.'s sponsor-wide assets grew 13.3%, from $3M to $3M.
Which 401(k) plans are similar in size to R.P. O'connell, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Albert Fa Carilli LLC Safe Harbir 401(k) Profit Sharing Plan in NJ ($4M, 4 participants).
Which 401(k) plans cover a similar participant headcount to R.P. O'connell, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants, $1M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 042388558.

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.