401(k) · DOL Form 5500 · 2023

O'reilly Hospitality Management, LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
1,246
Participants Near avg headcount
56th
Percentile by assets National rank
$7,027
Avg per participant Low balance/head
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Official DOL plan name: O'reilly Hospitality Management, LLC 401(k) Plan · Sponsored by O'reilly Hospitality Management, LLC · Missouri · Food Services & Accommodation

$9M in assets, 1,246 participants

O'reilly Hospitality Management, LLC's O'reilly Hospitality Management, LLC 401(k) Plan reported $9M in total assets and 1,246 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #3,247 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, O'reilly Hospitality Management, LLC 401(k) Plan ranks #3,247 of 3,828 2023 filers by assets (223% of the sector average)-$9M for 1,246 participants.

#3,247
in Food Services & Accommodation (3,828 peers)
+46.0%
assets growth YoY

O'reilly Hospitality Management, LLC 401(k) Plan's mid-pack asset rank among Food Services & Accommodation and all filers

O'reilly Hospitality Management, LLC 401(k) Plan vs every filed plan by assets

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

$8,755,694 Top 44% higher than 56% 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'reilly Hospitality Management, LLC 401(k) 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. O'reilly Hospitality Management, LLC 401(k) Plan lands in the large band (1,246 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • O'reilly Hospitality Management, LLC 401(k) Plan reported net income rose from $48K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • O'reilly Hospitality Management, LLC 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • O'reilly Hospitality Management, LLC 401(k) Plan reported participants rose from 1,034 in the plan year 2022 filing to 1,246 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 263502847 · O'reilly Hospitality Management, LLC PY 2023 · 401(k)

O'reilly Hospitality Management, LLC 401(k) Plan · $9M · 1,246 · 56th

  • BOOK $9M
  • VS-ST 1,246
  • BOY 56th
  • SCH 401(k)
  • EBSA near Simon Eye Management LLC 401(k) Profit Sharing Plan & Trust
  • PART ind #3247

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 Food Services & Accommodation retirement plans → · Plans in Missouri →

O'reilly Hospitality Management, LLC 401(k) Plan in the asset neighbourhood

O'reilly Hospitality Management, LLC 401(k) PlanO'reilly Hospitality Managem…$9MSimon Eye Management LLC 401(k) Profit Sharing Plan & TrustSimon Eye Management LLC 401…$9MOakland Financial Services, Inc. 401(k) PlanOakland Financial Services, …$9MSt. Mary's of Medford School 403(b) PlanSt. Mary's of Medford School…$9MBueno Foods 401(k) Plan$9M
End-of-year total assets ($M) among O'reilly Hospitality Management, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$9M
Net Income$3M
Employer EIN263502847
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (O'reilly Hospitality Management, LLC)

Sponsor-wide plan assets over time

All O'reilly Hospitality Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$11M 86.22212385351015% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $6M $11.2M ▲ +86.2%
Year Plans Participants Total Assets
2022 1 1,034 $6M
2023 1 1,246 $9M
2024 1 1,408 $11M

Nearby 401(k) Plans in Missouri

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

O'reilly Hospitality Management, LLC 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants O'reilly Hospitality Management, LLC 401(k) Plan, Total assets ($B): 0.008755694 · Participants: 1246O'reilly Hospitality Management, LLC 401(k) PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 10.594991308 · Participants: 49944Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.333863661 · Participants: 19273Bayer Corporation Savings and Retirement PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 5.607728879 · Participants: 66210Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.047068199 · Participants: 53822Centene Management Corporation Retirement PlanEmerson Electric Company Employee Savings Investment Plan, Total assets ($B): 3.563332746 · Participants: 10316Emerson Electric Company Employee Savings Investment Plan
O'reilly Hospitality Management, LLC 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants

O'reilly Hospitality Management, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Simon Eye Management LLC 401(k) Profit Sharing Plan & Trust in DE ($9M); by covered participants it is Verge Mobile 401(k) Plan in TX (1,246 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,246 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'reilly Hospitality Management, LLC 401(k) Plan assets move in 2023?
O'reilly Hospitality Management, LLC 401(k) Plan surged - up 46.0% during 2023, from $6M to $9M. Reported net income was $3M.
How have O'reilly Hospitality Management, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), O'reilly Hospitality Management, LLC's sponsor-wide assets grew 86.2%, from $6M to $11M.
Which 401(k) plans are similar in size to O'reilly Hospitality Management, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Simon Eye Management LLC 401(k) Profit Sharing Plan & Trust in DE ($9M, 166 participants).
Which 401(k) plans cover a similar participant headcount to O'reilly Hospitality Management, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Verge Mobile 401(k) Plan in TX (1,246 participants, $2M in assets).