401(k) · DOL Form 5500 · 2024

Rick O'hara & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets: 2
Participants Small participant base: 52nd
Percentile by assets National rank: $4.2M
Avg per participant High balance/head

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Official DOL plan name: Rick O'hara & Associates, Inc. 401(k) Safe Harbor Profit Sharing Plan · Sponsored by Rick O'hara & Associates, Inc. · California · Finance & Insurance

$8M in assets, 2 participants

Rick O'hara & Associates, Inc.'s Rick O'hara & Associates, Inc. 401(k) Safe Harbor Profit Sharing Plan reported $8M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

#3,089 in Finance & Insurance (8,549 peers)

2024 asset change

Rick O'hara & Associates, Inc. 401(k) Safe Harbor Profit Sharing Plan pulled back noticeably 9.7% in 2024 ($9M → $8M) for 2 participants.

#3,089
in Finance & Insurance (8,549 peers): -9.7%
assets change YoY

The plan reported a net loss of $903K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Rick O'hara & Associates, Inc. 401(k) Safe Harbor Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Rick O'hara & Associates, Inc. 401(k) Safe Harbor Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$8,421,545 Top 48% higher than 52% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Rick O'hara & Associates, Inc. 401(k) Safe Harbor Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rick O'hara & Associates, Inc. 401(k) Safe Harbor Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Rick O'hara & Associates, Inc. 401(k) Safe Harbor Profit Sharing Plan reported net income fell from $287K in the plan year 2023 filing to -$903K in the plan year 2024 filing.
Rick O'hara & Associates, Inc. 401(k) Safe Harbor Profit Sharing Plan end-of-year assets fell from $9M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 953865511 · Rick O'hara & Associates, Inc. PY 2024 · 401(k)

Rick O'hara & Associates, Inc. 401(k) Safe Harbor Profit Sharing Plan · $8M · 2 · 52nd

PCT $8M
PCT 2
PCT 52nd
PCT 401(k)
PCT near Dermatology Associates of Atlanta, P.C. 401(k) Profit Sharing Plan
PCT ind #3089

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 Finance & Insurance retirement plans → · Plans in California →

End-of-year total assets ($M) among Rick O'hara & Associates, Inc. 401(k) Safe Harbor Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Rick O'hara & Associates, Inc. years around the 2024 move

Latest sponsor-wide plan assets: $8M 6.813989367899813% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	2	$9M
2023	1	2	$9M
2024	1	2	$8M

2024 asset-move particulars

Total Assets (Beginning of Year)	$9M
Net Assets (End of Year)	$8M
Net Income	-$903K
Employer EIN	953865511
Plan Effective Date	2002-09-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in California

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

Rick O'hara & Associates, Inc. 401(k) Safe Harbor Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants

Google LLC 401(k) Savings Plan $48.7B · 116,712
Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
Intel 401(k) Savings Plan $24.9B · 55,298
Apple 401(k) Plan $24.7B · 101,450
Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452

Compare Rick O'hara & Associates, Inc. 401(k) Safe Harbor Profit Sharing Plan side-by-side with 3 peers →

Rick O'hara & Associates, Inc. 401(k) Safe Harbor Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Dermatology Associates of Atlanta, P.C. 401(k) Profit Sharing Plan in GA ($8M); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Dermatology Associates of Atlanta, P.C. 401(k) Profit Sharing Plan (GA) $8M · 43
Controlled Air, Inc. 401(k) Profit Sharing Plan (OH) $8M · 14
Lmc Landscape Partners 401(k) Plan (TX) $8M · 547
The Master 401(k) Plan (TX) $8M · 171

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Per Mgmt, Inc. 401(k) Plan (MA) 2 · 0 off
Frozen Smiles Retirement Plan (TN) 2 · 0 off
Prime Solutions Consulting, Inc. 401(k) Profit Sharing Plan (VA) 2 · 0 off
Celaya, Inc. 401(k) Plan (TX) 2 · 0 off

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Rick O'hara & Associates, Inc. 401(k) Safe Harbor Profit Sharing Plan assets move in 2024? ▼

Rick O'hara & Associates, Inc. 401(k) Safe Harbor Profit Sharing Plan pulled back noticeably - down 9.7% during 2024, from $9M to $8M. Reported net income was -$903K.

How have Rick O'hara & Associates, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Rick O'hara & Associates, Inc.'s sponsor-wide assets declined 6.8%, from $9M to $8M.

Which 401(k) plans are similar in size to Rick O'hara & Associates, Inc. 401(k) Safe Harbor Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is Dermatology Associates of Atlanta, P.C. 401(k) Profit Sharing Plan in GA ($8M, 43 participants).

Which 401(k) plans cover a similar participant headcount to Rick O'hara & Associates, Inc. 401(k) Safe Harbor Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 953865511.