401(k) · DOL Form 5500 · 2023
R.J. O'brien & Associates, LLC 401(k) Plan
Data updated 2026-08-25
- $97M
- Total assets Below avg plan size
- 352
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $274,504
- Avg per participant High balance/head
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.
- #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.
- #7,642
- in Finance & Insurance (8,869 peers)
- +18.9%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
R.J. O'brien & Associates, LLC Profit Sharing and Savings Plan's outsized position 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 among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. R.J. O'brien & Associates, LLC Profit Sharing and Savings Plan sits mid-pack in the medium band (352 participants).
What changed between DOL Form 5500 filings
plan year 2022 → 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.
Form 5500 schedule snapshot
Filing strip 562667517 · R.J. O'brien & Associates, LLC PY 2023 · 401(k)
R.J. O'brien & Associates, LLC Profit Sharing and Savings Plan · $97M · 352 · 91st
- IND $97M
- IND 352
- IND 91st
- IND 401(k)
- IND near Topgolf 401(k) Plan
- IND ind #7642
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 Finance & Insurance retirement plans → · Plans in Illinois →
R.J. O'brien & Associates, LLC Profit Sharing and Savings Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All R.J. O'brien & Associates, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $108M 33.30664458225326% vs 2022
- 2024 filing year
| 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.
- 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
R.J. O'brien & Associates, LLC Profit Sharing and Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Topgolf 401(k) Plan in TX ($97M); by covered participants it is Resicap 401(k) Plan in GA (352 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($97M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (352 participants); asset peers above are excluded.
- Resicap 401(k) Plan (GA) 352 · 0 off
- Sioux Falls Specialty Hospital 401(k) Retirement Plan (SD) 352 · 0 off
- To-Ricos Employee Savings and Retirement Plan (PR) 352 · 0 off
- National Aquarium Inc. 401(k) Retirement Savings Plan (MD) 352 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.