401(k) · DOL Form 5500 · 2023
O'brien Rivamonte Slate & Schulte PC 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 37th
- Percentile by assets National rank
- $535,810
- Avg per participant High balance/head
Official DOL plan name: O'brien Rivamonte Slate & Schulte PC Profit Sharing Plan & Trust · Sponsored by O'brien Rivamonte Slate & Schulte PC · Michigan · Professional & Technical Services
$3M in assets, 6 participants
O'brien Rivamonte Slate & Schulte PC's O'brien Rivamonte Slate & Schulte PC Profit Sharing Plan & Trust reported $3M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.
- #6,834 in Professional & Technical Services (20,321 peers)
O'brien Rivamonte Slate & Schulte PC multi-year trail
O'brien Rivamonte Slate & Schulte PC's plans moved +47.0% in assets from 2022 to 2024; this filing shows O'brien Rivamonte Slate & Schulte PC Profit Sharing Plan & Trust at $3M / 6 participants.
- #6,834
- in Professional & Technical Services (20,321 peers)
- +19.1%
- assets growth YoY
O'brien Rivamonte Slate & Schulte PC Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers
O'brien Rivamonte Slate & Schulte PC Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,214,862 37th percentile higher than 37% 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'brien Rivamonte Slate & Schulte PC Profit Sharing Plan & Trust 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 Rivamonte Slate & Schulte PC Profit Sharing Plan & Trust is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- O'brien Rivamonte Slate & Schulte PC Profit Sharing Plan & Trust reported net income rose from -$504K in the plan year 2022 filing to $516K in the plan year 2023 filing.
- O'brien Rivamonte Slate & Schulte PC Profit Sharing Plan & Trust end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 383270278 · O'brien Rivamonte Slate & Schulte PC PY 2023 · 401(k)
O'brien Rivamonte Slate & Schulte PC Profit Sharing Plan & Trust · $3M · 6 · 37th
- BOY $3M
- SCH 6
- EBSA 37th
- PART 401(k)
- TYPE near Carroll Physical Therapy, Inc. 401(k) Ps Plan & Trust
- NET ind #6834
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 Michigan →
O'brien Rivamonte Slate & Schulte PC Profit Sharing Plan & Trust in the asset neighbourhood
O'brien Rivamonte Slate & Schulte PC multi-year asset trail
Sponsor-wide plan assets over time
All O'brien Rivamonte Slate & Schulte PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 46.97308022680209% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 9 | $3M |
| 2023 | 2 | 9 | $4M |
| 2024 | 2 | 9 | $5M |
O'brien Rivamonte Slate & Schulte PC filing trail (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $516K |
| Employer EIN | 383270278 |
| Plan Effective Date | 1994-02-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $20.4B · 47,299
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $15.6B · 30,516
- The Dow Chemical Company Employees' Savings Plan $10.1B · 18,088
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $8.6B · 40,393
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $7.6B · 59,195
O'brien Rivamonte Slate & Schulte PC Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Carroll Physical Therapy, Inc. 401(k) Ps Plan & Trust in MA ($3M); by covered participants it is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- Carroll Physical Therapy, Inc. 401(k) Ps Plan & Trust (MA) $3M · 25
- Arcadia Development Co. 401(k) Profit Sharing Plan & Trust (CA) $3M · 17
- The Nakamoto Group, Inc. 401(k) Plan (MD) $3M · 7
- The Convention Center Authority of the Metropolitan Government of Nashville Davidson County Employees Savings Trust (TN) $3M · 144
Similar participant headcount
Nearest other-state filings by covered participants (6 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.