Profit Sharing · DOL Form 5500 · 2023

O'brien Kiernan Investment Company Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
4
Participants Small participant base
40th
Percentile by assets National rank
$995,855
Avg per participant High balance/head
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Official DOL plan name: O'brien Kiernan Investment Co. Profit Sharing Plan · Sponsored by O'brien Kiernan Investment Company · California · Real Estate

$4M in assets, 4 participants

O'brien Kiernan Investment Company's O'brien Kiernan Investment Co. Profit Sharing Plan reported $4M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #2,838 in Real Estate (4,727 peers)

Real Estate sector rank

Within Real Estate, O'brien Kiernan Investment Co. Profit Sharing Plan ranks #2,838 of 4,727 2023 filers by assets (652% of the sector average)-$4M for 4 participants.

#2,838
in Real Estate (4,727 peers)
+44.1%
assets growth YoY

O'brien Kiernan Investment Co. Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers

O'brien Kiernan Investment Co. Profit Sharing Plan vs every filed plan by assets

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

$3,983,419 40th percentile higher than 40% 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

O'brien Kiernan Investment Co. 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. O'brien Kiernan Investment Co. Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • O'brien Kiernan Investment Co. Profit Sharing Plan reported net income rose from -$549K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • O'brien Kiernan Investment Co. 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 →

DOL schedule card

Filing strip 940728422 · O'brien Kiernan Investment Company PY 2023 · Profit Sharing

O'brien Kiernan Investment Co. Profit Sharing Plan · $4M · 4 · 40th

  • SCH $4M
  • SCH 4
  • SCH 40th
  • SCH Profit Sharing
  • SCH near Partac Peat Corporation
  • SCH ind #2838

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 Real Estate retirement plans → · Plans in California →

O'brien Kiernan Investment Co. Profit Sharing Plan in the asset neighbourhood

West Texas Opportunities, Inc. Profit Sharing PlanWest Texas Opportunities, In…$4MO'brien Kiernan Investment Co. Profit Sharing PlanO'brien Kiernan Investment C…$4MPartac Peat Corporation$4MPlumbers and Steamfitters Local Union No. 43 Annuity FundPlumbers and Steamfitters Lo…$4MLawrenceburg Federal Profit Sharing PlanLawrenceburg Federal Profit …$4M
End-of-year total assets ($M) among O'brien Kiernan Investment Co. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Real Estate filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN940728422
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (O'brien Kiernan Investment Company)

Sponsor-wide plan assets over time

All O'brien Kiernan Investment Company plans reported in each filing year

Latest sponsor-wide plan assets
$6M 106.57590851010565% vs 2022
2024 filing year
$2M$3M$4M$5M$6M$7M 202220232024 $2.76M $5.71M ▲ +106.9%
Year Plans Participants Total Assets
2022 1 4 $3M
2023 1 4 $4M
2024 1 4 $6M

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

O'brien Kiernan Investment Co. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants O'brien Kiernan Investment Co. Profit Sharing Plan, Total assets ($B): 0.003983419 · Participants: 4O'brien Kiernan Investment Co. Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
O'brien Kiernan Investment Co. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare O'brien Kiernan Investment Co. Profit Sharing Plan side-by-side with 3 peers →

O'brien Kiernan Investment Co. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Partac Peat Corporation in NJ ($4M); by covered participants it is Sj Grillo Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 O'brien Kiernan Investment Co. Profit Sharing Plan assets move in 2023? ▼
O'brien Kiernan Investment Co. Profit Sharing Plan surged - up 44.1% during 2023, from $3M to $4M. Reported net income was $1M.
How have O'brien Kiernan Investment Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), O'brien Kiernan Investment Company's sponsor-wide assets grew 106.6%, from $3M to $6M.
Which Profit Sharing plans are similar in size to O'brien Kiernan Investment Co. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Partac Peat Corporation in NJ ($4M, 11 participants).
Which Profit Sharing plans cover a similar participant headcount to O'brien Kiernan Investment Co. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Sj Grillo Profit Sharing Plan in NY (4 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 940728422.

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.