Defined Benefit (Pension) · DOL Form 5500 · 2023

The Oconnell Companies, Inc. Pension Plan

Data updated 2026-08-25

$61M
Total assets Below avg plan size
175
Participants Small participant base
87th
Percentile by assets National rank
$349,446
Avg per participant High balance/head
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Official DOL plan name: Retirement Plan for Employees of the O'connell Companies, Inc. · Sponsored by The Oconnell Companies, Inc. · Massachusetts · Management of Enterprises

$61M in assets, 175 participants

The Oconnell Companies, Inc.'s Retirement Plan for Employees of the O'connell Companies, Inc. reported $61M in total assets and 175 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.

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

Coverage in Massachusetts

Retirement Plan for Employees of the O'connell Companies, Inc. covers 175 participants in Massachusetts, about 27% of the average Massachusetts filer (state average ~659 per filing). Assets: $61M.

#802
in Management of Enterprises (1,137 peers)
+6.2%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Retirement Plan for Employees of the O'connell Companies, Inc.'s outsized position by total assets

Retirement Plan for Employees of the O'connell Companies, Inc. vs every filed plan by assets

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

$61,153,117 Top 13% higher than 87% 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

Retirement Plan for Employees of the O'connell Companies, Inc. 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. Retirement Plan for Employees of the O'connell Companies, Inc. sits mid-pack in the medium band (175 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retirement Plan for Employees of the O'connell Companies, Inc. reported net income rose from -$15M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Retirement Plan for Employees of the O'connell Companies, Inc. reported participants fell from 195 in the plan year 2022 filing to 175 in the plan year 2023 filing.
  • Retirement Plan for Employees of the O'connell Companies, Inc. end-of-year assets rose from $58M in the plan year 2022 filing to $61M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 042669288 · The Oconnell Companies, Inc. PY 2023 · Defined Benefit (Pension)

Retirement Plan for Employees of the O'connell Companies, Inc. · $61M · 175 · 87th

  • EBSA $61M
  • PART 175
  • TYPE 87th
  • NET Defined Benefit (Pension)
  • BOOK near Major League Baseball Pension Plan for Non-Uniformed Personnel
  • VS-ST ind #802

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 →

Retirement Plan for Employees of the O'connell Companies, Inc. in the asset neighbourhood

Major League Baseball Pension Plan for Non-Uniformed PersonnelMajor League Baseball Pensio…$61MRetirement Plan for Employees of the O'connell Companies, Inc.Retirement Plan for Employee…$61MLeggett & Platt, Incorporated Retirement PlanLeggett & Platt, Incorporate…$61MNasdaq Pension Plan$61MComposition Roofers Local #4 Pension PlanComposition Roofers Local #4…$61M
End-of-year total assets ($M) among Retirement Plan for Employees of the O'connell Companies, Inc. and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$58M
Net Assets (End of Year)$61M
Net Income$4M
Employer EIN042669288
Plan Effective Date1951-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Oconnell Companies, Inc.)

Sponsor-wide plan assets over time

All The Oconnell 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 Defined Benefit (Pension) Plans in Massachusetts

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Retirement Plan for Employees of the O'connell Companies, Inc. vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Retirement Plan for Employees of the O'connell Companies, Inc., Total assets ($B): 0.061153117 · Participants: 175Retirement Plan for Employees of the O'connell Companies, Inc.Consolidated Cash Balance Program of Mass General Brigham and Member Organizations, Total assets ($B): 10.325856564 · Participants: 58745Consolidated Cash Balance Program of Mass General Brigham and Member OrganizationsNew England Teamsters Pension Fund, Total assets ($B): 9.092299586 · Participants: 21786New England Teamsters Pension FundLiberty Mutual Retirement Benefit Plan, Total assets ($B): 6.892259637 · Participants: 37145Liberty Mutual Retirement Benefit PlanMassachusetts Institute of Technology Basic Retirement Plan, Total assets ($B): 5.381626447 · Participants: 11888Massachusetts Institute of Technology Basic Retirement PlanN. Atlantic States Carp. Pension Fund, Total assets ($B): 4.973349354 · Participants: 17166N. Atlantic States Carp. Pension Fund
Retirement Plan for Employees of the O'connell Companies, Inc. vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Retirement Plan for Employees of the O'connell Companies, Inc. side-by-side with 3 peers →

Retirement Plan for Employees of the O'connell Companies, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Major League Baseball Pension Plan for Non-Uniformed Personnel in MD ($61M); by covered participants it is Texas Gas Retirement Plan in KY (175 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (175 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 Retirement Plan for Employees of the O'connell Companies, Inc. assets move in 2023? ▼
Retirement Plan for Employees of the O'connell Companies, Inc. grew at a solid clip - up 6.2% during 2023, from $58M to $61M. Reported net income was $4M.
How have The Oconnell Companies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Oconnell Companies, Inc.'s sponsor-wide assets grew 6.5%, from $95M to $101M.
Where does Retirement Plan for Employees of the O'connell Companies, Inc. rank by assets among Form 5500 filers? ▼
Retirement Plan for Employees of the O'connell Companies, Inc. ranks in the 87th 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 Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees of the O'connell Companies, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Major League Baseball Pension Plan for Non-Uniformed Personnel in MD ($61M, 166 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Employees of the O'connell Companies, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Texas Gas Retirement Plan in KY (175 participants, $86M 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.