401(k) · DOL Form 5500 · 2023

The O'connell Companies, Inc. 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
211
Participants Below avg headcount
82nd
Percentile by assets National rank
$178,887
Avg per participant Above avg balance/head
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Official DOL plan name: The O'connell Companies, Inc. 401(k) Plan · Sponsored by The O'connell Companies, Inc. · Massachusetts · Management of Enterprises

$38M in assets, 211 participants

The O'connell Companies, Inc.'s The O'connell Companies, Inc. 401(k) Plan reported $38M in total assets and 211 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #724 in Management of Enterprises (1,137 peers)

Coverage in Massachusetts

The O'connell Companies, Inc. 401(k) Plan covers 211 participants in Massachusetts, about 32% of the average Massachusetts filer (state average ~659 per filing). Assets: $38M.

#724
in Management of Enterprises (1,137 peers)
+1.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

The O'connell Companies, Inc. 401(k) Plan's outsized position by total assets

The O'connell Companies, Inc. 401(k) Plan vs every filed plan by assets

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

$37,745,159 Top 18% higher than 82% 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

The O'connell Companies, Inc. 401(k) 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. The O'connell Companies, Inc. 401(k) Plan sits mid-pack in the medium band (211 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The O'connell Companies, Inc. 401(k) Plan reported net income rose from -$9M in the plan year 2022 filing to $526K in the plan year 2023 filing.
  • The O'connell Companies, Inc. 401(k) Plan reported participants rose from 197 in the plan year 2022 filing to 211 in the plan year 2023 filing.
  • The O'connell Companies, Inc. 401(k) Plan end-of-year assets rose from $37M in the plan year 2022 filing to $38M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 042669288 · The O'connell Companies, Inc. PY 2023 · 401(k)

The O'connell Companies, Inc. 401(k) Plan · $38M · 211 · 82nd

  • EIN $38M
  • EIN 211
  • EIN 82nd
  • EIN 401(k)
  • EIN near Sugar Cane Growers Cooperative of Florida 401(k) Plan
  • EIN ind #724

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 Management of Enterprises retirement plans → · Plans in Massachusetts →

The O'connell Companies, Inc. 401(k) Plan in the asset neighbourhood

The O'connell Companies, Inc. 401(k) PlanThe O'connell Companies, Inc…$38MCitizens Bank of Las Cruces Employee Stock Ownership & Profit Sharing PlanCitizens Bank of Las Cruces …$38MUsibelli Coal Mine, Inc. Thrift Savings and 401(k) Plan IUsibelli Coal Mine, Inc. Thr…$38MSugar Cane Growers Cooperative of Florida 401(k) PlanSugar Cane Growers Cooperati…$38MDigital Domain, Inc.401(k) Employee Savings PlanDigital Domain, Inc.401(k) E…$38M
End-of-year total assets ($M) among The O'connell Companies, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$38M
Net Income$526K
Employer EIN042669288
Plan Effective Date1973-12-11
Filing StatusFILING RECEIVED

Sponsor Plan History (The O'connell Companies, Inc.)

Sponsor-wide plan assets over time

All The O'connell Companies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$101M 6.529277284177132% vs 2022
2024 filing year
$94M$96M$98M$100M$102M 202220232024 $94.8M $101M ▲ +6.5%
Year Plans Participants Total Assets
2022 2 392 $95M
2023 2 386 $99M
2024 2 359 $101M

Nearby 401(k) Plans in Massachusetts

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

The O'connell Companies, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants The O'connell Companies, Inc. 401(k) Plan, Total assets ($B): 0.037745159 · Participants: 211The O'connell Companies, Inc. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
The O'connell Companies, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare The O'connell Companies, Inc. 401(k) Plan side-by-side with 3 peers →

The O'connell Companies, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Sugar Cane Growers Cooperative of Florida 401(k) Plan in FL ($38M); by covered participants it is Infogroup Northwest, LLC Dba Ignw Retirement Savings Plan in OR (211 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (211 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.

Frequently Asked Questions

How did The O'connell Companies, Inc. 401(k) Plan assets move in 2023? ▼
The O'connell Companies, Inc. 401(k) Plan edged up modestly - up 1.4% during 2023, from $37M to $38M. Reported net income was $526K.
How have The O'connell Companies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The O'connell Companies, Inc.'s sponsor-wide assets grew 6.5%, from $95M to $101M.
Where does The O'connell Companies, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
The O'connell Companies, Inc. 401(k) Plan ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The O'connell Companies, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sugar Cane Growers Cooperative of Florida 401(k) Plan in FL ($38M, 486 participants).
Which 401(k) plans cover a similar participant headcount to The O'connell Companies, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Infogroup Northwest, LLC Dba Ignw Retirement Savings Plan in OR (211 participants, N/A 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 042669288.

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.