Profit Sharing · DOL Form 5500 · 2023
O'connor Mcguinness Conte Doyle Oleson Watson Loft Profit Sharing Plan
Data updated 2026-08-11
- $12M
- Total assets
- 26
- Participants
- 62nd
- Percentile by assets
- $453,971
- Avg per participant
Official DOL plan name: O'connor Mcguinness Conte Doyle Oleson Watson Loftus, LLP Retirement Plan · Sponsored by O'connor Mcguinness Conte Doyle Oleson Watson Loft · New York · Professional & Technical Services
$12M in assets, 26 participants
O'connor Mcguinness Conte Doyle Oleson Watson Loft's O'connor Mcguinness Conte Doyle Oleson Watson Loftus, LLP Retirement Plan reported $12M in total assets and 26 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.
- 62nd percentile by assets (of 127,072 plans)
- #12,441 in Professional & Technical Services (20,321 peers)
O'connor Mcguinness Conte Doyle Oleson Watson Loft multi-year trail
O'connor Mcguinness Conte Doyle Oleson Watson Loft's plans moved +29.1% in assets from 2022 to 2024; this filing shows O'connor Mcguinness Conte Doyle Oleson Watson Loftus, LLP Retirement Plan at $12M / 26 participants.
- $12M
- total plan assets (2023 EOY)
- 26
- covered participants
- 62nd
- percentile by assets (of 127,072 plans)
- $453,971
- avg assets per participant
The plan reported a net loss of $279K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- O'connor Mcguinness Conte Doyle Oleson Watson Loftus, LLP Retirement Plan reported net income rose from -$6M in the plan year 2022 filing to -$279K in the plan year 2023 filing.
- O'connor Mcguinness Conte Doyle Oleson Watson Loftus, LLP Retirement Plan reported participants fell from 30 in the plan year 2022 filing to 26 in the plan year 2023 filing.
- O'connor Mcguinness Conte Doyle Oleson Watson Loftus, LLP Retirement Plan end-of-year assets fell from $12M in the plan year 2022 filing to $12M in the plan year 2023 filing.
O'connor Mcguinness Conte Doyle Oleson Watson Loft across 3 plan years on file
Across the 3 plan years O'connor Mcguinness Conte Doyle Oleson Watson Loft has on file (2022-2024), sponsor-wide plan assets have moved from $12M to $16M, a gain of 29.1%, while reported participants moved from 30 to 24 (-20.0%). Peak year by sponsor assets: 2024 ($16M); trough: 2023 ($12M).
O'connor Mcguinness Conte Doyle Oleson Watson Loft multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 30 | $12M |
| 2023 | 1 | 26 | $12M |
| 2024 | 1 | 24 | $16M |
O'connor Mcguinness Conte Doyle Oleson Watson Loft filing trail (2023)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | -$279K |
| Employer EIN | 131715231 |
| Plan Effective Date | 1979-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in New York
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O'connor Mcguinness Conte Doyle Oleson Watson Loftus, LLP Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
- Annuity Plan of the Electrical Industry $2.2B · 18,907
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.9B · 3,402
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.7B · 5,807
- The Research Foundation for Suny Retirement Plan $1.2B · 10,120
- Mason Tenders District Council Annuity Fund $913M · 11,237
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Frequently Asked Questions
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Multi-year trail
Ways to act on O'connor Mcguinness Conte Doyle Oleson Watson Loftus, LLP Retirement Plan's numbers.
- By total assets, O'connor Mcguinness Conte Doyle Oleson Watson Loftus, LLP Retirement Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
- O'connor Mcguinness Conte Doyle Oleson Watson Loft's sponsor-wide assets have grown 29.1% since 2022 across 3 plan years on file. More Professional & Technical Services plans