401(k) · DOL Form 5500 · 2023

R.J. O'brien & Associates, LLC 401(k) Plan

Data updated 2026-08-11

$97M
Total assets: 352
Participants: 91st
Percentile by assets: $274,504
Avg per participant

Official DOL plan name: R.J. O'brien & Associates, LLC Profit Sharing and Savings Plan · Sponsored by R.J. O'brien & Associates, LLC · Illinois · Finance & Insurance

$97M in assets, 352 participants

R.J. O'brien & Associates, LLC's R.J. O'brien & Associates, LLC Profit Sharing and Savings Plan reported $97M in total assets and 352 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

91st percentile by assets (of 127,072 plans)
#7,642 in Finance & Insurance (8,869 peers)

Coverage in Illinois

R.J. O'brien & Associates, LLC Profit Sharing and Savings Plan covers 352 participants in Illinois, about 45% of the average Illinois filer (state average ~779 per filing). Assets: $97M.

$97M
total plan assets (2023 EOY): 352
covered participants: 91st
percentile by assets (of 127,072 plans): $274,504
avg assets per participant

Where R.J. O'brien & Associates, LLC Profit Sharing and Savings Plan sits by total assets

R.J. O'brien & Associates, LLC Profit Sharing and Savings Plan vs every filed plan by assets

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

$96,625,542 Top 9% higher than 91% 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

R.J. O'brien & Associates, LLC Profit Sharing and Savings Plan reported net income rose from -$15M in the plan year 2022 filing to $15M in the plan year 2023 filing.
R.J. O'brien & Associates, LLC Profit Sharing and Savings Plan end-of-year assets rose from $81M in the plan year 2022 filing to $97M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Illinois

Industry

Finance & Insurance

Participants vs Illinois filers

In Illinois, the average filing covers about 779 participants across 5,745 plans. R.J. O'brien & Associates, LLC Profit Sharing and Savings Plan reports 352 participants - about 45% of that state average ($97M EOY assets).

Illinois filing particulars

Total Assets (Beginning of Year)	$81M
Net Assets (End of Year)	$97M
Net Income	$15M
Employer EIN	562667517
Plan Effective Date	1986-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (R.J. O'brien & Associates, LLC)

Total plan assets by year, all R.J. O'brien & Associates, LLC plans on file

Year	Plans	Participants	Total Assets
2022	1	352	$81M
2023	1	352	$97M
2024	1	373	$108M

Nearby 401(k) Plans in Illinois

Peer 401(k) plans, same state, same plan type, ranked by total assets.

R.J. O'brien & Associates, LLC Profit Sharing and Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
State Farm 401(k) Savings Plan $16.9B · 60,246
Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
United Airlines Pilot Retirement Account Plan $14.4B · 14,959
Walgreens Retirement Savings Plan $13.4B · 235,331

Compare R.J. O'brien & Associates, LLC Profit Sh… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to R.J. O'brien & Associates, LLC Profit Sharing and Savings Plan by total assets, not by location.

Topgolf 401(k) Plan (TX) $97M · 10,873
Ll Global, Inc. 401(k) Plan (CT) $97M · 314
Greenwood Racing Retirement Savings Plan (PA) $97M · 1,984
Ampac Fine Chemicals LLC Salaried Employees 401(k) Plan (CA) $97M · 561

Frequently Asked Questions

How did R.J. O'brien & Associates, LLC Profit Sharing and Savings Plan assets move in 2023? ▼

R.J. O'brien & Associates, LLC Profit Sharing and Savings Plan grew sharply - up 18.9% during 2023, from $81M to $97M. Reported net income was $15M.

How have R.J. O'brien & Associates, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), R.J. O'brien & Associates, LLC's sponsor-wide assets grew 33.3%, from $81M to $108M.

Where does R.J. O'brien & Associates, LLC Profit Sharing and Savings Plan rank by assets among Form 5500 filers? ▼

R.J. O'brien & Associates, LLC Profit Sharing and Savings Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).

Which 401(k) plans are similar in size to R.J. O'brien & Associates, LLC Profit Sharing and Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Topgolf 401(k) Plan in TX ($97M, 10,873 participants).

Next read for R.J. O'brien & Associates, LLC Profit Sh…

Filing takeaways

Ways to act on R.J. O'brien & Associates, LLC Profit Sharing and Savings Plan's numbers.

By total assets, R.J. O'brien & Associates, LLC Profit Sharing and Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Illinois. Compare plans
R.J. O'brien & Associates, LLC's sponsor-wide assets have grown 33.3% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 562667517.