401(k) · DOL Form 5500 · 2022
O'rielly Motor Company & Affiliates 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 173
- Participants Small participant base
- 64th
- Percentile by assets National rank
- $54,931
- Avg per participant Low balance/head
Official DOL plan name: O'rielly Motor Company & Affiliates Employee Investment/Savings Plan · Sponsored by O'rielly Motor Company & Affiliates · Arizona · Retail Trade
$10M in assets, 173 participants
O'rielly Motor Company & Affiliates's O'rielly Motor Company & Affiliates Employee Investment/Savings Plan reported $10M in total assets and 173 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.
- #7,099 in Retail Trade (9,519 peers)
Coverage in Arizona
O'rielly Motor Company & Affiliates Employee Investment/Savings Plan covers 173 participants in Arizona, about 31% of the average Arizona filer (state average ~564 per filing). Assets: $10M.
- #7,099
- in Retail Trade (9,519 peers)
- -17.3%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
O'rielly Motor Company & Affiliates Employee Investment/Savings Plan's mid-pack asset rank among Retail Trade and all filers
O'rielly Motor Company & Affiliates Employee Investment/Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$9,503,061 Top 36% higher than 64% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
O'rielly Motor Company & Affiliates Employee Investment/Savings Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. O'rielly Motor Company & Affiliates Employee Investment/Savings Plan sits mid-pack in the medium band (173 participants).
DOL schedule card
Filing strip 860077638 · O'rielly Motor Company & Affiliates PY 2022 · 401(k)
O'rielly Motor Company & Affiliates Employee Investment/Savings Plan · $10M · 173 · 64th
- EBSA $10M
- EBSA 173
- EBSA 64th
- EBSA 401(k)
- EBSA near Interactive Advertising Bureau, Inc. 401(k) Profit Sharing Plan
- EBSA ind #7099
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 Retail Trade retirement plans → · Plans in Arizona →
O'rielly Motor Company & Affiliates Employee Investment/Savings Plan in the asset neighbourhood
Arizona filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | -$2M |
| Employer EIN | 860077638 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (O'rielly Motor Company & Affiliates)
Sponsor-wide plan assets over time
All O'rielly Motor Company & Affiliates plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 25.353567655726927% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 173 | $10M |
| 2023 | 1 | 173 | $11M |
| 2024 | 1 | 192 | $12M |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Banner Health Employees 401(k) Plan $3.6B · 50,602
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $1.9B · 12,362
- Republic Services, Inc. 401(k) Plan $1.8B · 28,320
- Stantec 401(k) Plan $1.7B · 8,764
- Reliance Steel & Aluminum Co. Master 401(k) Plan $1.3B · 9,895
O'rielly Motor Company & Affiliates Employee Investment/Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Interactive Advertising Bureau, Inc. 401(k) Profit Sharing Plan in NY ($10M); by covered participants it is Tata Elxsi 401(k) Plan in CA (173 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- Interactive Advertising Bureau, Inc. 401(k) Profit Sharing Plan (NY) $10M · 61
- Activehours 401(k) Plan (CA) $10M · 197
- Metcor, Ltd Profit Sharing Plan (DC) $10M · 45
- Bluecore, Inc Retirement Trust (NY) $10M · 283
Similar participant headcount
Nearest other-state filings by covered participants (173 participants); asset peers above are excluded.
- Tata Elxsi 401(k) Plan (CA) 173 · 0 off
- The Spancrete Group, Inc. Profit Sharing 401(k) Plan (WI) 173 · 0 off
- Creekside Farms, Inc. 401(k) Plan (CA) 173 · 0 off
- Ocean Lakes Service Corporation Employee 401(k) Savings Plan (SC) 173 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.