401(k) · DOL Form 5500 · 2023
O'connor Kimball, LLP 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 15
- Participants Small participant base
- 33rd
- Percentile by assets National rank
- $161,767
- Avg per participant Above avg balance/head
Official DOL plan name: O'connor Kimball, LLP 401(k) Savings and Profit Sharing Plan · Sponsored by O'connor Kimball, LLP · New Jersey · Professional & Technical Services
$2M in assets, 15 participants
O'connor Kimball, LLP's O'connor Kimball, LLP 401(k) Savings and Profit Sharing Plan reported $2M in total assets and 15 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.
- #5,927 in Professional & Technical Services (20,321 peers)
O'connor Kimball, LLP multi-year trail
O'connor Kimball, LLP's plans moved -13.1% in assets from 2022 to 2024; this filing shows O'connor Kimball, LLP 401(k) Savings and Profit Sharing Plan at $2M / 15 participants.
- #5,927
- in Professional & Technical Services (20,321 peers)
- -4.6%
- assets change YoY
The plan reported a net loss of $118K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
O'connor Kimball, LLP 401(k) Savings and Profit Sharing Plan among the smaller filed plans by assets
O'connor Kimball, LLP 401(k) Savings and Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,426,510 33rd percentile higher than 33% 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 Kimball, LLP 401(k) Savings and Profit Sharing 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 Kimball, LLP 401(k) Savings and Profit Sharing Plan is a small filing (15 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- O'connor Kimball, LLP 401(k) Savings and Profit Sharing Plan reported net income rose from -$146K in the plan year 2022 filing to -$118K in the plan year 2023 filing.
- O'connor Kimball, LLP 401(k) Savings and Profit Sharing Plan reported participants rose from 13 in the plan year 2022 filing to 15 in the plan year 2023 filing.
- O'connor Kimball, LLP 401(k) Savings and Profit Sharing Plan end-of-year assets fell from $3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 222761811 · O'connor Kimball, LLP PY 2023 · 401(k)
O'connor Kimball, LLP 401(k) Savings and Profit Sharing Plan · $2M · 15 · 33rd
- BOY $2M
- SCH 15
- EBSA 33rd
- PART 401(k)
- TYPE near Randall Mcanany Company Profit Sharing Plan
- NET ind #5927
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 Jersey →
O'connor Kimball, LLP 401(k) Savings and Profit Sharing Plan in the asset neighbourhood
O'connor Kimball, LLP multi-year asset trail
Sponsor-wide plan assets over time
All O'connor Kimball, LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 13.055548897105199% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 13 | $3M |
| 2023 | 1 | 15 | $2M |
| 2024 | 1 | 12 | $2M |
O'connor Kimball, LLP filing trail (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$118K |
| Employer EIN | 222761811 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $44.6B · 176,610
- Verizon Savings Plan for Management Employees $27.8B · 78,072
- Johnson and Johnson Savings Plan $22.2B · 41,291
- Ernst & Young Retirement Savings Plan $15.5B · 59,346
- Merck US Savings Plan $13.4B · 26,850
O'connor Kimball, LLP 401(k) Savings and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Randall Mcanany Company Profit Sharing Plan in CA ($2M); by covered participants it is Ear Nose and Throat of Northwest Georgia PC Profit Sharing Plan in GA (15 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (15 participants); asset peers above are excluded.
- Ear Nose and Throat of Northwest Georgia PC Profit Sharing Plan (GA) 15 · 0 off
- Nittfan Inc. 401(k) Plan (PA) 15 · 0 off
- Rhc3, Inc. 401(k) Profit Sharing Plan (SC) 15 · 0 off
- Stevice Investments Inc. 401(k) Plan (AZ) 15 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.