401(k)
2023 plan-year 401(k) DOL Form 5500

O'REILLY MEDIA, INC. 401(K) PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

O'REILLY MEDIA, INC.

This 401(k) plan holds $74M in total assets and serves 395 participants as of 2023. It is sponsored by O'REILLY MEDIA, INC. in California. The plan reported positive net income of $13M for the year.

Total Assets (2023)
$74M
Participants
395
State
Industry
Information & Media

What the Filing Says About O'REILLY MEDIA, INC. 401(K) PLAN

O'REILLY MEDIA, INC. 401(K) PLAN is a 401(k) retirement plan sponsored by O'REILLY MEDIA, INC., headquartered in California. As of the 2023 Form 5500 filing, the plan reports $74M in total end-of-year assets and covers 395 participants across the Information & Media industry. The sponsor's EIN on file with the U.S. Department of Labor is 042789763, and the plan has been effective since 1994-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $61M at the beginning of 2023 to $74M at year-end — a gain of 20.8%. Net assets (after liabilities) closed the year at $74M, with reported net income of $13M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$61M
Total Assets (End of Year)$74M
Net Assets (End of Year)$74M
Net Income$13M
Plan Type401(k)
Employer EIN042789763
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (O'REILLY MEDIA, INC.)

Year Plans Participants Total Assets
2022 1 353 $61M
2023 1 395 $74M
2024 1 399 $85M

Nearby 401(k) Plans in California

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Frequently Asked Questions

How much money is in the O'REILLY MEDIA, INC. 401(K) PLAN?
As of the 2023 Form 5500 filing, O'REILLY MEDIA, INC. 401(K) PLAN holds $74M in total assets with 395 participants. It is sponsored by O'REILLY MEDIA, INC..
What type of plan is O'REILLY MEDIA, INC. 401(K) PLAN?
O'REILLY MEDIA, INC. 401(K) PLAN is a 401(k) plan. It has been effective since 1994-01-01. The plan is filed with the U.S. Department of Labor under EIN 042789763.
Who sponsors the O'REILLY MEDIA, INC. 401(K) PLAN?
O'REILLY MEDIA, INC. 401(K) PLAN is sponsored by O'REILLY MEDIA, INC., located in California. The sponsor's EIN is 042789763 and the plan operates in the Information & Media industry.
How did O'REILLY MEDIA, INC. 401(K) PLAN perform in 2023?
O'REILLY MEDIA, INC. 401(K) PLAN grew by 20.8% during 2023, moving from $61M to $74M in total assets. Net income was $13M.
Where can I find official filings for O'REILLY MEDIA, INC. 401(K) PLAN?
Official Form 5500 filings for O'REILLY MEDIA, INC. 401(K) PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 042789763 or plan name at efast.dol.gov.
How does O'REILLY MEDIA, INC. 401(K) PLAN compare to other plans?
You can compare O'REILLY MEDIA, INC. 401(K) PLAN against other 401(k) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 042789763.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.