401(k) · DOL Form 5500 · 2023
O'rielly Motor Company & Affiliates 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 173
- Participants Small participant base
- 60th
- Percentile by assets National rank
- $61,410
- 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
$11M in assets, 173 participants
O'rielly Motor Company & Affiliates's O'rielly Motor Company & Affiliates Employee Investment/Savings Plan reported $11M in total assets and 173 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.
- #5,963 in Retail Trade (8,414 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: $11M.
- #5,963
- in Retail Trade (8,414 peers)
- +11.8%
- assets growth YoY
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 2023 · DOL Form 5500
$10,623,970 Top 40% higher than 60% 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
O'rielly Motor Company & Affiliates Employee Investment/Savings 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. O'rielly Motor Company & Affiliates Employee Investment/Savings Plan sits mid-pack in the medium band (173 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- O'rielly Motor Company & Affiliates Employee Investment/Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- O'rielly Motor Company & Affiliates Employee Investment/Savings Plan end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 860077638 · O'rielly Motor Company & Affiliates PY 2023 · 401(k)
O'rielly Motor Company & Affiliates Employee Investment/Savings Plan · $11M · 173 · 60th
- BOOK $11M
- BOOK 173
- BOOK 60th
- BOOK 401(k)
- BOOK near Wesley Health Care Center, Inc. 401(k) Savings Plan
- BOOK ind #5963
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) | $10M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $1M |
| 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.
- Bechtel Trust & Thrift Plan $5.7B · 7,448
- Banner Health Employees 401(k) Plan $4.3B · 52,452
- Republic Services, Inc. 401(k) Plan $2.4B · 28,131
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.3B · 13,105
- Stantec 401(k) Plan $2.0B · 10,719
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 Wesley Health Care Center, Inc. 401(k) Savings Plan in NY ($11M); by covered participants it is Ace Fix-It Hardware 401(k) Plan in PA (173 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (173 participants); asset peers above are excluded.
- Ace Fix-It Hardware 401(k) Plan (PA) 173 · 0 off
- Incom, Inc. Profit Sharing & Retirement Savings Plan (MA) 173 · 0 off
- Myfitnesspal 401(k) Plan (TX) 173 · 0 off
- Affiliated Consumer Services, Inc. 401(k) Profit Sharing Plan (WI) 173 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.