401(k) · DOL Form 5500 · 2023
O'reilly, Talbot & Okun Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 27
- Participants Small participant base
- 61st
- Percentile by assets National rank
- $412,794
- Avg per participant High balance/head
Official DOL plan name: O'reilly, Talbot & Okun Associates, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by O'reilly, Talbot & Okun Associates, Inc. · Massachusetts · Professional & Technical Services
$11M in assets, 27 participants
O'reilly, Talbot & Okun Associates, Inc.'s O'reilly, Talbot & Okun Associates, Inc. 401(k) Profit Sharing Plan and Trust reported $11M in total assets and 27 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.
- #12,155 in Professional & Technical Services (20,321 peers)
O'reilly, Talbot & Okun Associates, Inc. multi-year trail
O'reilly, Talbot & Okun Associates, Inc.'s plans moved -16.1% in assets from 2022 to 2024; this filing shows O'reilly, Talbot & Okun Associates, Inc. 401(k) Profit Sharing Plan and Trust at $11M / 27 participants.
- #12,155
- in Professional & Technical Services (20,321 peers)
- -6.9%
- assets change YoY
The plan reported a net loss of $827K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
O'reilly, Talbot & Okun Associates, Inc. 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers
O'reilly, Talbot & Okun Associates, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$11,145,449 Top 39% higher than 61% 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'reilly, Talbot & Okun Associates, Inc. 401(k) Profit Sharing Plan and Trust 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'reilly, Talbot & Okun Associates, Inc. 401(k) Profit Sharing Plan and Trust is a small filing (27 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- O'reilly, Talbot & Okun Associates, Inc. 401(k) Profit Sharing Plan and Trust reported net income rose from -$4M in the plan year 2022 filing to -$827K in the plan year 2023 filing.
- O'reilly, Talbot & Okun Associates, Inc. 401(k) Profit Sharing Plan and Trust reported participants rose from 24 in the plan year 2022 filing to 27 in the plan year 2023 filing.
- O'reilly, Talbot & Okun Associates, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets fell from $12M in the plan year 2022 filing to $11M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 043228814 · O'reilly, Talbot & Okun Associates, Inc. PY 2023 · 401(k)
O'reilly, Talbot & Okun Associates, Inc. 401(k) Profit Sharing Plan and Trust · $11M · 27 · 61st
- BOOK $11M
- BOOK 27
- BOOK 61st
- BOOK 401(k)
- BOOK near Manildra Milling Corporation Retirement Plan
- BOOK ind #12155
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 Massachusetts →
O'reilly, Talbot & Okun Associates, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
O'reilly, Talbot & Okun Associates, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All O'reilly, Talbot & Okun Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 16.09170507020221% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 24 | $12M |
| 2023 | 1 | 27 | $11M |
| 2024 | 1 | 22 | $10M |
O'reilly, Talbot & Okun Associates, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | -$827K |
| Employer EIN | 043228814 |
| Plan Effective Date | 1999-07-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $28.6B · 62,289
- Liberty Mutual 401(k) Plan $10.6B · 37,052
- Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
- Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
- Philips North America 401(k) Plan $5.8B · 19,120
O'reilly, Talbot & Okun Associates, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Manildra Milling Corporation Retirement Plan in KS ($11M); by covered participants it is Memo-Omega Manufacturing, Inc. 401(k) Plan in TX (27 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Manildra Milling Corporation Retirement Plan (KS) $11M · 95
- Sunview 401(k) Plan (CA) $11M · 3,169
- Minnco Credit Union 401(k) Plan (MN) $11M · 91
- Chemdesign Products, Inc. 401(k) Plan (WI) $11M · 139
Similar participant headcount
Nearest other-state filings by covered participants (27 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.