Other · DOL Form 5500 · 2023

David T Omalley Retirement Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
1
Participants Small participant base
26th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: David T Omalley Profit Sharing Plan · Sponsored by David T Omalley · California · Professional & Technical Services

$1M in assets, 1 participants

David T Omalley's David T Omalley Profit Sharing Plan reported $1M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

  • #4,415 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

David T Omalley Profit Sharing Plan holds $1M for 1 participant - about $1.3M per participant, in the lower half of filed plans by assets.

#4,415
in Professional & Technical Services (20,321 peers)
+2.8%
assets growth YoY

David T Omalley Profit Sharing Plan among the smaller filed plans by assets

David T Omalley Profit Sharing Plan vs every filed plan by assets

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

$1,342,860 26th percentile higher than 26% 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

David T Omalley 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. David T Omalley Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

Published 5500 schedule card

Filing strip 942392277 · David T Omalley PY 2023 · Other

David T Omalley Profit Sharing Plan · $1M · 1 · 26th

  • 5500 $1M
  • 5500 1
  • 5500 26th
  • 5500 Other
  • 5500 near Liberty Bank & Trust 2022 Employee Stock Ownership Plan
  • 5500 ind #4415

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 California →

David T Omalley Profit Sharing Plan in the asset neighbourhood

Growing Up New Mexico, Inc. 403(b)(7) PlanGrowing Up New Mexico, Inc. …$1MShalini Gupta Md PC Profit Sharing Pension PlanShalini Gupta Md PC Profit S…$1MDavid T Omalley Profit Sharing PlanDavid T Omalley Profit Shari…$1MLiberty Bank & Trust 2022 Employee Stock Ownership PlanLiberty Bank & Trust 2022 Em…$1MPlymouth Preschool Retirement PlanPlymouth Preschool Retiremen…$1M
End-of-year total assets ($M) among David T Omalley Profit Sharing Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$37K
Employer EIN942392277
Plan Effective Date1994-09-01
Filing StatusFILING RECEIVED

Nearby Other Plans in California

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

David T Omalley Profit Sharing Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants David T Omalley Profit Sharing Plan, Total assets ($B): 0.00134286 · Participants: 1David T Omalley Profit Sharing PlanStanford Contributory Retirement Plan, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.277911652 · Participants: 21764University of Southern California Tax-Deferred Annuity Plan
David T Omalley Profit Sharing Plan vs. nearby Other plans in California, assets vs. participants
Compare David T Omalley Profit Sharing Plan side-by-side with 3 peers →

David T Omalley Profit Sharing Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Liberty Bank & Trust 2022 Employee Stock Ownership Plan in LA ($1M); by covered participants it is James Nola Investment Trust in FL (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 David T Omalley Profit Sharing Plan assets move in 2023? ▼
David T Omalley Profit Sharing Plan edged up modestly - up 2.8% during 2023, from $1M to $1M. Reported net income was $37K.
Which Other plans are similar in size to David T Omalley Profit Sharing Plan? ▼
Among Other plans in other states, the closest by assets is Liberty Bank & Trust 2022 Employee Stock Ownership Plan in LA ($1M, 136 participants).
Which Other plans cover a similar participant headcount to David T Omalley Profit Sharing Plan? ▼
Among Other plans in other states, the closest by covered participants is James Nola Investment Trust in FL (1 participant, $2M 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 942392277.

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.