401(k) · DOL Form 5500 · 2024

R.P. O'connell, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
12
Participants Small participant base
36th
Percentile by assets National rank
$278,844
Avg per participant High balance/head
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Official DOL plan name: R.P. O'connell, Inc. 401(k) Profit Sharing Plan · Sponsored by R.P. O'connell, Inc. · Massachusetts · Wholesale Trade

$3M in assets, 12 participants

R.P. O'connell, Inc.'s R.P. O'connell, Inc. 401(k) Profit Sharing Plan reported $3M in total assets and 12 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.

  • #1,494 in Wholesale Trade (6,080 peers)

R.P. O'connell, Inc. multi-year trail

R.P. O'connell, Inc.'s plans moved +13.3% in assets from 2022 to 2024; this filing shows R.P. O'connell, Inc. 401(k) Profit Sharing Plan at $3M / 12 participants.

#1,494
in Wholesale Trade (6,080 peers)
-4.7%
assets change YoY

The plan reported a net loss of $164K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

R.P. O'connell, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

R.P. O'connell, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$3,346,122 36th percentile higher than 36% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

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

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

R.P. O'connell, Inc. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. R.P. O'connell, Inc. 401(k) Profit Sharing Plan is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • R.P. O'connell, Inc. 401(k) Profit Sharing Plan reported net income fell from $557K in the plan year 2023 filing to -$164K in the plan year 2024 filing.
  • R.P. O'connell, Inc. 401(k) Profit Sharing Plan reported participants rose from 10 in the plan year 2023 filing to 12 in the plan year 2024 filing.
  • R.P. O'connell, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 042388558 · R.P. O'connell, Inc. PY 2024 · 401(k)

R.P. O'connell, Inc. 401(k) Profit Sharing Plan · $3M · 12 · 36th

  • SCH $3M
  • SCH 12
  • SCH 36th
  • SCH 401(k)
  • SCH near Natel Energy Holdings, Inc 401(k) Plan
  • SCH ind #1494

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 Wholesale Trade retirement plans → · Plans in Massachusetts →

R.P. O'connell, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

R.P. O'connell, Inc. 401(k) Profit Sharing PlanR.P. O'connell, Inc. 401(k) …$3MNatel Energy Holdings, Inc 401(k) PlanNatel Energy Holdings, Inc 4…$3MKent W. Small, M.D. 401(k) Profit Sharing PlanKent W. Small, M.D. 401(k) P…$3MHuggins & Company Cpa PA 401(k)Safe Harbor PlanHuggins & Company Cpa PA 401…$3MThe Hamilton Family Charitable TrustThe Hamilton Family Charitab…$3M
End-of-year total assets ($M) among R.P. O'connell, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

R.P. O'connell, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All R.P. O'connell, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 13.279410778958828% vs 2022
2024 filing year
$2.8M$3M$3.2M$3.4M$3.6M 202220232024 $2.95M $3.35M ▲ +13.6%
Year Plans Participants Total Assets
2022 1 17 $3M
2023 1 10 $4M
2024 1 12 $3M

R.P. O'connell, Inc. filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$164K
Employer EIN042388558
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

R.P. O'connell, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants R.P. O'connell, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.003346122 · Participants: 12R.P. O'connell, Inc. 401(k) Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
R.P. O'connell, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare R.P. O'connell, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

R.P. O'connell, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Natel Energy Holdings, Inc 401(k) Plan in CA ($3M); by covered participants it is Hoyt Hayes, Jr. Construction, Inc. Profit Sharing Plan in TN (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 participants); asset peers above are excluded.

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 R.P. O'connell, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
R.P. O'connell, Inc. 401(k) Profit Sharing Plan edged down modestly - down 4.7% during 2024, from $4M to $3M. Reported net income was -$164K.
How have R.P. O'connell, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), R.P. O'connell, Inc.'s sponsor-wide assets grew 13.3%, from $3M to $3M.
Which 401(k) plans are similar in size to R.P. O'connell, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Natel Energy Holdings, Inc 401(k) Plan in CA ($3M, 32 participants).
Which 401(k) plans cover a similar participant headcount to R.P. O'connell, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hoyt Hayes, Jr. Construction, Inc. Profit Sharing Plan in TN (12 participants, $9M 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 042388558.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.