Profit Sharing · DOL Form 5500 · 2024
O'rourke & Akers, PA Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 29th
- Percentile by assets National rank
- $315,614
- Avg per participant High balance/head
Official DOL plan name: O'rourke & Akers, PA Profit Sharing Plan and Trust · Sponsored by O'rourke & Akers, PA · Florida · Professional & Technical Services
$2M in assets, 6 participants
O'rourke & Akers, PA's O'rourke & Akers, PA Profit Sharing Plan and Trust reported $2M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.
- #4,941 in Professional & Technical Services (20,173 peers)
O'rourke & Akers, PA multi-year trail
O'rourke & Akers, PA's plans moved +38.8% in assets from 2022 to 2024; this filing shows O'rourke & Akers, PA Profit Sharing Plan and Trust at $2M / 6 participants.
- #4,941
- in Professional & Technical Services (20,173 peers)
- +19.0%
- assets growth YoY
O'rourke & Akers, PA Profit Sharing Plan and Trust among the smaller filed plans by assets
O'rourke & Akers, PA Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,893,682 29th percentile higher than 29% 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
O'rourke & Akers, PA Profit Sharing Plan and Trust among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. O'rourke & Akers, PA Profit Sharing Plan and Trust is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- O'rourke & Akers, PA Profit Sharing Plan and Trust reported net income rose from $226K in the plan year 2023 filing to $303K in the plan year 2024 filing.
- O'rourke & Akers, PA Profit Sharing Plan and Trust end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
DOL schedule card
Filing strip 593364558 · O'rourke & Akers, PA PY 2024 · Profit Sharing
O'rourke & Akers, PA Profit Sharing Plan and Trust · $2M · 6 · 29th
- BOOK $2M
- VS-ST 6
- BOY 29th
- SCH Profit Sharing
- EBSA near C. Dicovskiy Medical Group Profit Sharing Plan
- PART ind #4941
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 Florida →
O'rourke & Akers, PA Profit Sharing Plan and Trust in the asset neighbourhood
O'rourke & Akers, PA multi-year asset trail
Sponsor-wide plan assets over time
All O'rourke & Akers, PA plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 38.781812865197075% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $1M |
| 2023 | 1 | 6 | $2M |
| 2024 | 1 | 6 | $2M |
O'rourke & Akers, PA filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $303K |
| Employer EIN | 593364558 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Florida
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Retirement Wealth Builder Plan of Pwc $5.7B · 45,185
- Raymond James Financial, Inc. & Affiliates Profit Sharing Plan $1.3B · 16,046
- Shands Health Care Matched Savings Account 401(a) $487M · 10,470
- Orlando Health, Inc. Retirement Savings Plan 401a $458M · 27,976
- American Maritime Officers Defined Contribution Plan $357M · 4,201
O'rourke & Akers, PA Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Florida, the nearest Profit Sharing by assets is C. Dicovskiy Medical Group Profit Sharing Plan in NJ ($2M); by covered participants it is Genesis Five Inc. Profit Sharing Plan in NC (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.
- Genesis Five Inc. Profit Sharing Plan (NC) 6 · 0 off
- Sbr Family Corp. Retirement Plan (CT) 6 · 0 off
- Mcclain Services Incorporated Retirement Plan (PA) 6 · 0 off
- Betta Management Inc. Retirement Plan (NJ) 6 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.