401(k) · DOL Form 5500 · 2023

Pkf O'connor Davies, LLP 401(k) Plan

Data updated 2026-08-25

$273M
Total assets Near avg plan size
1,278
Participants Near avg headcount
96th
Percentile by assets National rank
$213,264
Avg per participant Above avg balance/head
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Official DOL plan name: Pkf O'connor Davies, LLP 401(k) Savings & Retirement Plan · Sponsored by Pkf O'connor Davies, LLP · New York · Professional & Technical Services

$273M in assets, 1,278 participants

Pkf O'connor Davies, LLP's Pkf O'connor Davies, LLP 401(k) Savings & Retirement Plan reported $273M in total assets and 1,278 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #19,701 in Professional & Technical Services (20,321 peers)

Where Pkf O'connor Davies, LLP 401(k) Savings & Retirement Plan sits by assets

Pkf O'connor Davies, LLP 401(k) Savings & Retirement Plan sits in the top 5% of all filed plans by assets, $273M for 1,278 participants (~$213,264/participant), up 28.3% in 2023.

#19,701
in Professional & Technical Services (20,321 peers)
+28.3%
assets growth YoY
2.7×
vs typical plan assets (national mean)

Pkf O'connor Davies, LLP 401(k) Savings & Retirement Plan's outsized position by total assets

Pkf O'connor Davies, LLP 401(k) Savings & Retirement Plan vs every filed plan by assets

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

$272,550,811 Top 4% higher than 96% 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

Pkf O'connor Davies, LLP 401(k) Savings & Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pkf O'connor Davies, LLP 401(k) Savings & Retirement Plan lands in the large band (1,278 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pkf O'connor Davies, LLP 401(k) Savings & Retirement Plan reported net income rose from -$36M in the plan year 2022 filing to $60M in the plan year 2023 filing.
  • Pkf O'connor Davies, LLP 401(k) Savings & Retirement Plan end-of-year assets rose from $212M in the plan year 2022 filing to $273M in the plan year 2023 filing.
  • Pkf O'connor Davies, LLP 401(k) Savings & Retirement Plan reported participants rose from 1,163 in the plan year 2022 filing to 1,278 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 271728945 · Pkf O'connor Davies, LLP PY 2023 · 401(k)

Pkf O'connor Davies, LLP 401(k) Savings & Retirement Plan · $273M · 1,278 · 96th

  • BOOK $273M
  • BOOK 1,278
  • BOOK 96th
  • BOOK 401(k)
  • BOOK near Credit Karma, LLC Retirement Trust
  • BOOK ind #19701

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 Professional & Technical Services retirement plans → · Plans in New York →

Pkf O'connor Davies, LLP 401(k) Savings & Retirement Plan in the asset neighbourhood

Path Profit Sharing 401(k) Incentive PlanPath Profit Sharing 401(k) I…$273MPkf O'connor Davies, LLP 401(k) Savings & Retirement PlanPkf O'connor Davies, LLP 401…$273MCredit Karma, LLC Retirement TrustCredit Karma, LLC Retirement…$272MRadia, Inc., P.S. 401(k) Plan$272MVolvo Cars Employees' Savings Trust PlanVolvo Cars Employees' Saving…$272M
End-of-year total assets ($M) among Pkf O'connor Davies, LLP 401(k) Savings & Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$212M
Net Assets (End of Year)$273M
Net Income$60M
Employer EIN271728945
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pkf O'connor Davies, LLP)

Sponsor-wide plan assets over time

All Pkf O'connor Davies, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$273M 28.28469428876358% vs 2022
2023 filing year
$200M$220M$240M$260M$280M 20222023 $212M $273M ▲ +28.3%
Year Plans Participants Total Assets
2022 1 1,163 $212M
2023 1 1,278 $273M

Nearby 401(k) Plans in New York

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

Pkf O'connor Davies, LLP 401(k) Savings & Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Pkf O'connor Davies, LLP 401(k) Savings & Retirement Plan, Total assets ($B): 0.272550811 · Participants: 1278Pkf O'connor Davies, LLP 401(k) Savings & Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Pkf O'connor Davies, LLP 401(k) Savings & Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Pkf O'connor Davies, LLP 401(k) Savings & Retirement Plan side-by-side with 3 peers →

Pkf O'connor Davies, LLP 401(k) Savings & Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Credit Karma, LLC Retirement Trust in CA ($272M); by covered participants it is Novavax, Inc. 401(k) Profit Sharing Plan in MD (1,278 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($273M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,278 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 Pkf O'connor Davies, LLP 401(k) Savings & Retirement Plan assets move in 2023? ▼
Pkf O'connor Davies, LLP 401(k) Savings & Retirement Plan grew sharply - up 28.3% during 2023, from $212M to $273M. Reported net income was $60M.
How have Pkf O'connor Davies, LLP plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Pkf O'connor Davies, LLP's sponsor-wide assets grew 28.3%, from $212M to $273M.
Where does Pkf O'connor Davies, LLP 401(k) Savings & Retirement Plan rank by assets among Form 5500 filers? ▼
Pkf O'connor Davies, LLP 401(k) Savings & Retirement Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Pkf O'connor Davies, LLP 401(k) Savings & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Credit Karma, LLC Retirement Trust in CA ($272M, 1,414 participants).
Which 401(k) plans cover a similar participant headcount to Pkf O'connor Davies, LLP 401(k) Savings & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Novavax, Inc. 401(k) Profit Sharing Plan in MD (1,278 participants, $97M 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 271728945.

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.