Defined Benefit (Pension) · DOL Form 5500 · 2023
The Estate of Thomas O'connor Pension Plan
Data updated 2026-08-25
- $59M
- Total assets Below avg plan size
- 47
- Participants Small participant base
- 87th
- Percentile by assets National rank
- $1.3M
- Avg per participant High balance/head
Official DOL plan name: The Retirement Plan for Employees of the Estate of Thomas O'connor · Sponsored by The Estate of Thomas O'connor · Texas · Administrative & Support Services
$59M in assets, 47 participants
The Estate of Thomas O'connor's The Retirement Plan for Employees of the Estate of Thomas O'connor reported $59M in total assets and 47 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.
- #4,099 in Administrative & Support Services (4,372 peers)
Where The Retirement Plan for Employees of the Estate of Thomas O'connor sits by assets
The Retirement Plan for Employees of the Estate of Thomas O'connor sits in the top quartile of all filed plans by assets, $59M for 47 participants (~$1.3M/participant), up 15.3% in 2023.
- #4,099
- in Administrative & Support Services (4,372 peers)
- +15.3%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
The Retirement Plan for Employees of the Estate of Thomas O'connor's outsized position by total assets
The Retirement Plan for Employees of the Estate of Thomas O'connor vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$59,442,057 Top 13% higher than 87% 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
The Retirement Plan for Employees of the Estate of Thomas O'connor among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Retirement Plan for Employees of the Estate of Thomas O'connor is a small filing (47 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Retirement Plan for Employees of the Estate of Thomas O'connor reported net income rose from -$11M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- The Retirement Plan for Employees of the Estate of Thomas O'connor end-of-year assets rose from $52M in the plan year 2022 filing to $59M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 746039142 · The Estate of Thomas O'connor PY 2023 · Defined Benefit (Pension)
The Retirement Plan for Employees of the Estate of Thomas O'connor · $59M · 47 · 87th
- TYPE $59M
- NET 47
- BOOK 87th
- VS-ST Defined Benefit (Pension)
- BOY near Electron Devices Bargained Plan
- SCH ind #4099
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 Administrative & Support Services retirement plans → · Plans in Texas →
The Retirement Plan for Employees of the Estate of Thomas O'connor in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $52M |
|---|---|
| Net Assets (End of Year) | $59M |
| Net Income | $8M |
| Employer EIN | 746039142 |
| Plan Effective Date | 1980-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Estate of Thomas O'connor)
Sponsor-wide plan assets over time
All The Estate of Thomas O'connor plans reported in each filing year
- Latest sponsor-wide plan assets
- $64M 24.291557985872362% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 47 | $52M |
| 2023 | 1 | 47 | $59M |
| 2024 | 1 | 48 | $64M |
Nearby Defined Benefit (Pension) Plans in Texas
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- AT&T Pension Benefit Plan $30.0B · 107,859
- Shell Pension Plan $15.1B · 12,215
- Exxonmobil Pension Plan $12.0B · 22,551
- Caterpillar Inc. Retirement Income Plan $9.8B · 12,138
- Bp Retirement Accumulation Plan $5.5B · 9,360
The Retirement Plan for Employees of the Estate of Thomas O'connor's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Texas, the nearest Defined Benefit (Pension) by assets is Electron Devices Bargained Plan in CA ($59M); by covered participants it is First Federal Savings Bank Defined Benefit Plan in IN (47 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($59M here).
- Electron Devices Bargained Plan (CA) $59M · 54
- DC 37 Local 389 Home Care Employees Pension Fund (NY) $59M · 1,190
- Bessemer Non-Contributory Pension Plan (IL) $59M · 391
- Plumbers & Fitters Local Union 295 Pension Plan (FL) $60M · 259
Similar participant headcount
Nearest other-state filings by covered participants (47 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.