401(k) · DOL Form 5500 · 2023
Campbell Conroy & O'neil Professional Corporation 401(k) Plan
Data updated 2026-08-25
- $46M
- Total assets Below avg plan size
- 72
- Participants Small participant base
- 85th
- Percentile by assets National rank
- $642,880
- Avg per participant High balance/head
Official DOL plan name: Campbell, Conroy & O'neil Professional Corporation 401(k) Plan · Sponsored by Campbell Conroy & O'neil Professional Corporation · Massachusetts · Professional & Technical Services
$46M in assets, 72 participants
Campbell Conroy & O'neil Professional Corporation's Campbell, Conroy & O'neil Professional Corporation 401(k) Plan reported $46M in total assets and 72 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.
- #17,436 in Professional & Technical Services (20,321 peers)
Where Campbell, Conroy & O'neil Professional Corporation 401(k) Plan sits by assets
Campbell, Conroy & O'neil Professional Corporation 401(k) Plan sits in the top quartile of all filed plans by assets, $46M for 72 participants (~$642,880/participant), up 21.4% in 2023.
- #17,436
- in Professional & Technical Services (20,321 peers)
- +21.4%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Campbell, Conroy & O'neil Professional Corporation 401(k) Plan's outsized position by total assets
Campbell, Conroy & O'neil Professional Corporation 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$46,287,389 Top 15% higher than 85% 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
Campbell, Conroy & O'neil Professional Corporation 401(k) Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Campbell, Conroy & O'neil Professional Corporation 401(k) Plan is a small filing (72 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Campbell, Conroy & O'neil Professional Corporation 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Campbell, Conroy & O'neil Professional Corporation 401(k) Plan end-of-year assets rose from $38M in the plan year 2022 filing to $46M in the plan year 2023 filing.
- Campbell, Conroy & O'neil Professional Corporation 401(k) Plan reported participants fell from 88 in the plan year 2022 filing to 72 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 042781045 · Campbell Conroy & O'neil Professional Corporation PY 2023 · 401(k)
Campbell, Conroy & O'neil Professional Corporation 401(k) Plan · $46M · 72 · 85th
- PHOTO $46M
- IND 72
- EOY 85th
- 5500 401(k)
- ASSETS near Shelter Products, Inc. Savings Plan and Trust
- PCT ind #17436
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 Massachusetts →
Campbell, Conroy & O'neil Professional Corporation 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $38M |
|---|---|
| Net Assets (End of Year) | $46M |
| Net Income | $8M |
| Employer EIN | 042781045 |
| Plan Effective Date | 1984-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Campbell Conroy & O'neil Professional Corporation)
Sponsor-wide plan assets over time
All Campbell Conroy & O'neil Professional Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $53M 39.18136330828033% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 88 | $38M |
| 2023 | 1 | 72 | $46M |
| 2024 | 1 | 82 | $53M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $28.6B · 62,289
- Liberty Mutual 401(k) Plan $10.6B · 37,052
- Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
- Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
- Philips North America 401(k) Plan $5.8B · 19,120
Campbell, Conroy & O'neil Professional Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Shelter Products, Inc. Savings Plan and Trust in OR ($46M); by covered participants it is Gryphon Healthcare 401(k) Plan in TX (72 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($46M here).
Similar participant headcount
Nearest other-state filings by covered participants (72 participants); asset peers above are excluded.
- Gryphon Healthcare 401(k) Plan (TX) 72 · 0 off
- Rodland Motor Company 401(k) Plan (WA) 72 · 0 off
- Jones Energy, LLC Profit Sharing Plan (OK) 72 · 0 off
- Alexza Pharmaceuticals, Inc. 401(k) Plan (CA) 72 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.