401(k) · DOL Form 5500 · 2023
O'shaughnessy Real Estate, Inc 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 103
- Participants Small participant base
- 61st
- Percentile by assets National rank
- $109,810
- Avg per participant Below avg balance/head
Official DOL plan name: Carolina One Retirement Plan · Sponsored by O'shaughnessy Real Estate, Inc · South Carolina · Real Estate
$11M in assets, 103 participants
O'shaughnessy Real Estate, Inc's Carolina One Retirement Plan reported $11M in total assets and 103 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.
- #3,702 in Real Estate (4,727 peers)
Coverage in South Carolina
Carolina One Retirement Plan covers 103 participants in South Carolina, about 28% of the average South Carolina filer (state average ~369 per filing). Assets: $11M.
- #3,702
- in Real Estate (4,727 peers)
- +7.3%
- assets growth YoY
Carolina One Retirement Plan's mid-pack asset rank among Real Estate and all filers
Carolina One Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$11,310,451 Top 39% higher than 61% 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
Carolina One Retirement 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. Carolina One Retirement Plan sits mid-pack in the medium band (103 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Carolina One Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $773K in the plan year 2023 filing.
- Carolina One Retirement Plan end-of-year assets rose from $11M in the plan year 2022 filing to $11M in the plan year 2023 filing.
DOL schedule card
Filing strip 204997469 · O'shaughnessy Real Estate, Inc PY 2023 · 401(k)
Carolina One Retirement Plan · $11M · 103 · 61st
- ASSETS $11M
- ASSETS 103
- ASSETS 61st
- ASSETS 401(k)
- ASSETS near Garner Industries, LLC 401(k) Profit Sharing Plan
- ASSETS ind #3702
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 Real Estate retirement plans → · Plans in South Carolina →
Carolina One Retirement Plan in the asset neighbourhood
South Carolina filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $773K |
| Employer EIN | 204997469 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (O'shaughnessy Real Estate, Inc)
Sponsor-wide plan assets over time
All O'shaughnessy Real Estate, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 18.962216807180425% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 104 | $11M |
| 2023 | 1 | 103 | $11M |
| 2024 | 1 | 105 | $13M |
Nearby 401(k) Plans in South Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Michelin 401(k) Savings Plan $4.1B · 14,439
- The Savannah River Nuclear Solutions, LLC Defined Contribution Plan $2.5B · 8,661
- Sonoco Retirement & Savings Plan $1.6B · 11,311
- Sonoco Retirement & Savings Plan $1.3B · 10,614
- Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan $1.3B · 11,348
Carolina One Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside South Carolina, the nearest 401(k) by assets is Garner Industries, LLC 401(k) Profit Sharing Plan in NE ($11M); by covered participants it is Obstetrics & Gynecology of Indiana, P.C. 401(k) Profit Sharing Plan in IN (103 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Garner Industries, LLC 401(k) Profit Sharing Plan (NE) $11M · 123
- Technical Consumer Products, Inc. 401(k) Profit Sharing Plan (OH) $11M · 131
- Measurabl, Inc. 401(k) Plan (CA) $11M · 226
- Perillo Employees 401(k) Plan (IL) $11M · 135
Similar participant headcount
Nearest other-state filings by covered participants (103 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.