401(k) · DOL Form 5500 · 2023

O'brien Steel Service Co. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
409
Participants Below avg headcount
76th
Percentile by assets National rank
$58,573
Avg per participant Low balance/head
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Official DOL plan name: O'brien Group 401(k) Plan · Sponsored by O'brien Steel Service Co. · Illinois · Wholesale Trade

$24M in assets, 409 participants

O'brien Steel Service Co.'s O'brien Group 401(k) Plan reported $24M in total assets and 409 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #4,662 in Wholesale Trade (6,309 peers)

Where O'brien Group 401(k) Plan sits by assets

O'brien Group 401(k) Plan sits in the top quartile of all filed plans by assets, $24M for 409 participants (~$58,573/participant), up 17.7% in 2023.

#4,662
in Wholesale Trade (6,309 peers)
+17.7%
assets growth YoY
0.2×
vs typical plan assets (national mean)

O'brien Group 401(k) Plan's outsized position by total assets

O'brien Group 401(k) Plan vs every filed plan by assets

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

$23,956,447 Top 24% higher than 76% 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

O'brien Group 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. O'brien Group 401(k) Plan sits mid-pack in the medium band (409 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • O'brien Group 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • O'brien Group 401(k) Plan end-of-year assets rose from $20M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • O'brien Group 401(k) Plan reported participants rose from 351 in the plan year 2022 filing to 409 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 370991960 · O'brien Steel Service Co. PY 2023 · 401(k)

O'brien Group 401(k) Plan · $24M · 409 · 76th

  • RANK $24M
  • RANK 409
  • RANK 76th
  • RANK 401(k)
  • RANK near Scribd, Inc. 401(k) Profit Sharing Plan and Trust
  • RANK ind #4662

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 Wholesale Trade retirement plans → · Plans in Illinois →

O'brien Group 401(k) Plan in the asset neighbourhood

O'brien Group 401(k) Plan$24MScribd, Inc. 401(k) Profit Sharing Plan and TrustScribd, Inc. 401(k) Profit S…$24MMountain Cascade, Inc. Profit Sharing/401(k) PlanMountain Cascade, Inc. Profi…$24MMarcal Paper Non-Union 401(k) PlanMarcal Paper Non-Union 401(k…$24MZim Industries, Inc 401(k) Profit Sharing PlanZim Industries, Inc 401(k) P…$24M
End-of-year total assets ($M) among O'brien Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$24M
Net Income$4M
Employer EIN370991960
Plan Effective Date1984-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (O'brien Steel Service Co.)

Sponsor-wide plan assets over time

All O'brien Steel Service Co. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 27.168732458239013% vs 2022
2024 filing year
$18M$20M$22M$24M$26M$28M 202220232024 $20.4M $25.9M ▲ +27.2%
Year Plans Participants Total Assets
2022 1 351 $20M
2023 1 409 $24M
2024 1 424 $26M

Nearby 401(k) Plans in Illinois

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

O'brien Group 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants O'brien Group 401(k) Plan, Total assets ($B): 0.023956447 · Participants: 409O'brien Group 401(k) PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
O'brien Group 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare O'brien Group 401(k) Plan side-by-side with 3 peers →

O'brien Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Scribd, Inc. 401(k) Profit Sharing Plan and Trust in CA ($24M); by covered participants it is Bank First Retirement Plan in WI (409 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (409 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 O'brien Group 401(k) Plan assets move in 2023? ▼
O'brien Group 401(k) Plan grew sharply - up 17.7% during 2023, from $20M to $24M. Reported net income was $4M.
How have O'brien Steel Service Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), O'brien Steel Service Co.'s sponsor-wide assets grew 27.2%, from $20M to $26M.
Where does O'brien Group 401(k) Plan rank by assets among Form 5500 filers? ▼
O'brien Group 401(k) Plan ranks in the 76th 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 O'brien Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Scribd, Inc. 401(k) Profit Sharing Plan and Trust in CA ($24M, 283 participants).
Which 401(k) plans cover a similar participant headcount to O'brien Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bank First Retirement Plan in WI (409 participants, $64M 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 370991960.

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.