Profit Sharing · DOL Form 5500 · 2023
O'connor Mcguinness Conte Doyle Oleson Watson Loft Profit Sharing Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 26
- Participants Small participant base
- 62nd
- Percentile by assets National rank
- $453,971
- Avg per participant High balance/head
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.
- #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.
- #12,441
- in Professional & Technical Services (20,321 peers)
- -2.3%
- assets change YoY
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.
O'connor Mcguinness Conte Doyle Oleson Watson Loftus, LLP Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers
O'connor Mcguinness Conte Doyle Oleson Watson Loftus, LLP Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$11,803,256 Top 38% higher than 62% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
O'connor Mcguinness Conte Doyle Oleson Watson Loftus, LLP Retirement Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. O'connor Mcguinness Conte Doyle Oleson Watson Loftus, LLP Retirement Plan is a small filing (26 participants) on this national headcount ladder.
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.
Published 5500 schedule card
Filing strip 131715231 · O'connor Mcguinness Conte Doyle Oleson Watson Loft PY 2023 · Profit Sharing
O'connor Mcguinness Conte Doyle Oleson Watson Loftus, LLP Retirement Plan · $12M · 26 · 62nd
- ASSETS $12M
- ASSETS 26
- ASSETS 62nd
- ASSETS Profit Sharing
- ASSETS near Rio Grande Pacific Corporation Profit Sharing Plan
- ASSETS ind #12441
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 →
O'connor Mcguinness Conte Doyle Oleson Watson Loftus, LLP Retirement Plan in the asset neighbourhood
O'connor Mcguinness Conte Doyle Oleson Watson Loft multi-year asset trail
Sponsor-wide plan assets over time
All O'connor Mcguinness Conte Doyle Oleson Watson Loft plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 29.095875453815296% vs 2022
- 2024 filing year
| 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
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- 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
O'connor Mcguinness Conte Doyle Oleson Watson Loftus, LLP Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Rio Grande Pacific Corporation Profit Sharing Plan in TX ($12M); by covered participants it is First Bank of Coastal Georgia Profit Sharing Plan in GA (26 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (26 participants); asset peers above are excluded.
- First Bank of Coastal Georgia Profit Sharing Plan (GA) 26 · 0 off
- Del Premier Care Inc. Retirement Plan (DE) 26 · 0 off
- Eye Clinic of Bellevue Profit Sharing Plan (WA) 26 · 0 off
- Palisades Hudson Financial Group LLC Psp (FL) 26 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.