401(k) · DOL Form 5500 · 2023

October Three Management Services, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
140
Participants Small participant base
67th
Percentile by assets National rank
$107,785
Avg per participant Below avg balance/head
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Official DOL plan name: October Three Management Services, Inc. Retirement Trust · Sponsored by October Three Management Services, Inc. · Illinois · Professional & Technical Services

$15M in assets, 140 participants

October Three Management Services, Inc.'s October Three Management Services, Inc. Retirement Trust reported $15M in total assets and 140 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #13,551 in Professional & Technical Services (20,321 peers)

Coverage in Illinois

October Three Management Services, Inc. Retirement Trust covers 140 participants in Illinois, about 18% of the average Illinois filer (state average ~779 per filing). Assets: $15M.

#13,551
in Professional & Technical Services (20,321 peers)
+38.9%
assets growth YoY

October Three Management Services, Inc. Retirement Trust's outsized position by total assets

October Three Management Services, Inc. Retirement Trust vs every filed plan by assets

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

$15,089,875 Top 33% higher than 67% 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

October Three Management Services, Inc. Retirement Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. October Three Management Services, Inc. Retirement Trust sits mid-pack in the medium band (140 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • October Three Management Services, Inc. Retirement Trust reported net income rose from -$1M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • October Three Management Services, Inc. Retirement Trust end-of-year assets rose from $11M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • October Three Management Services, Inc. Retirement Trust reported participants rose from 117 in the plan year 2022 filing to 140 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 271503891 · October Three Management Services, Inc. PY 2023 · 401(k)

October Three Management Services, Inc. Retirement Trust · $15M · 140 · 67th

  • PART $15M
  • PART 140
  • PART 67th
  • PART 401(k)
  • PART near Seidel, Schroeder & Company 401(k) Profit Sharing Plan
  • PART ind #13551

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 Illinois →

October Three Management Services, Inc. Retirement Trust in the asset neighbourhood

October Three Management Services, Inc. Retirement TrustOctober Three Management Ser…$15MSeidel, Schroeder & Company 401(k) Profit Sharing PlanSeidel, Schroeder & Company …$15MCitizens Bank, Columbia, Mississippi 401(k)Savings PlanCitizens Bank, Columbia, Mis…$15MQuality Chemical Laboratories, LLC Retirement Savings PlanQuality Chemical Laboratorie…$15MCabinet Discounters, Inc. 401(k) Profit Sharing PlanCabinet Discounters, Inc. 40…$15M
End-of-year total assets ($M) among October Three Management Services, Inc. Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$15M
Net Income$4M
Employer EIN271503891
Plan Effective Date2010-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (October Three Management Services, Inc.)

Sponsor-wide plan assets over time

All October Three Management Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 90.35970609621363% vs 2022
2024 filing year
$5M$10M$15M$20M$25M 202220232024 $10.9M $20.7M ▲ +90.3%
Year Plans Participants Total Assets
2022 1 117 $11M
2023 1 140 $15M
2024 2 324 $21M

Nearby 401(k) Plans in Illinois

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

October Three Management Services, Inc. Retirement Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants October Three Management Services, Inc. Retirement Trust, Total assets ($B): 0.015089875 · Participants: 140October Three Management Services, Inc. Retirement TrustAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
October Three Management Services, Inc. Retirement Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare October Three Management Services, Inc. Retirement Trust side-by-side with 3 peers →

October Three Management Services, Inc. Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Seidel, Schroeder & Company 401(k) Profit Sharing Plan in TX ($15M); by covered participants it is Pds 401(k) Plan for Corporate Staff Employees in TX (140 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (140 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 October Three Management Services, Inc. Retirement Trust assets move in 2023? ▼
October Three Management Services, Inc. Retirement Trust surged - up 38.9% during 2023, from $11M to $15M. Reported net income was $4M.
How have October Three Management Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), October Three Management Services, Inc.'s sponsor-wide assets grew 90.4%, from $11M to $21M.
Which 401(k) plans are similar in size to October Three Management Services, Inc. Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is Seidel, Schroeder & Company 401(k) Profit Sharing Plan in TX ($15M, 94 participants).
Which 401(k) plans cover a similar participant headcount to October Three Management Services, Inc. Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Pds 401(k) Plan for Corporate Staff Employees in TX (140 participants, N/A 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 271503891.

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.