401(k) · DOL Form 5500 · 2024
O'connor, Hoso & Loree, LLC 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 9
- Participants Small participant base
- 46th
- Percentile by assets National rank
- $707,107
- Avg per participant High balance/head
Official DOL plan name: O'connor, Hoso & Loree, LLC 401(k) Retirement Plan · Sponsored by O'connor, Hoso & Loree, LLC · Ohio · Professional & Technical Services
$6M in assets, 9 participants
O'connor, Hoso & Loree, LLC's O'connor, Hoso & Loree, LLC 401(k) Retirement Plan reported $6M in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.
- #8,964 in Professional & Technical Services (20,173 peers)
O'connor, Hoso & Loree, LLC multi-year trail
O'connor, Hoso & Loree, LLC's plans moved +34.9% in assets from 2022 to 2024; this filing shows O'connor, Hoso & Loree, LLC 401(k) Retirement Plan at $6M / 9 participants.
- #8,964
- in Professional & Technical Services (20,173 peers)
- +14.0%
- assets growth YoY
O'connor, Hoso & Loree, LLC 401(k) Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers
O'connor, Hoso & Loree, LLC 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,363,967 46th percentile higher than 46% 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'connor, Hoso & Loree, LLC 401(k) Retirement 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. O'connor, Hoso & Loree, LLC 401(k) Retirement Plan is a micro filing (9 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- O'connor, Hoso & Loree, LLC 401(k) Retirement Plan end-of-year assets rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- O'connor, Hoso & Loree, LLC 401(k) Retirement Plan reported net income fell from $865K in the plan year 2023 filing to $783K in the plan year 2024 filing.
DOL schedule card
Filing strip 562470951 · O'connor, Hoso & Loree, LLC PY 2024 · 401(k)
O'connor, Hoso & Loree, LLC 401(k) Retirement Plan · $6M · 9 · 46th
- RANK $6M
- RANK 9
- RANK 46th
- RANK 401(k)
- RANK near Hmc Management Services, Inc. Retirement Plan
- RANK ind #8964
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 Ohio →
O'connor, Hoso & Loree, LLC 401(k) Retirement Plan in the asset neighbourhood
O'connor, Hoso & Loree, LLC multi-year asset trail
Sponsor-wide plan assets over time
All O'connor, Hoso & Loree, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 34.92926247969637% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9 | $5M |
| 2023 | 1 | 9 | $6M |
| 2024 | 1 | 9 | $6M |
O'connor, Hoso & Loree, LLC filing trail (2024)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $783K |
| Employer EIN | 562470951 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Aerospace Retirement Savings Plan $14.7B · 45,620
- The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
- The Progressive 401(k) Plan $11.5B · 62,521
- The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
- Parker Retirement Savings Plan $9.0B · 26,315
O'connor, Hoso & Loree, LLC 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Hmc Management Services, Inc. Retirement Plan in MS ($6M); by covered participants it is Greene-Niesen Insurance Agency Inc Savings & Retirement Plan in WI (9 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
- Hmc Management Services, Inc. Retirement Plan (MS) $6M · 1,335
- Cds Logistics Retirement Plan (MD) $6M · 179
- The Cocopah Indian Tribe 401(k) Retirement Plan and Trust (AZ) $6M · 480
- Coastal Group 401(k) Plan (MI) $6M · 192
Similar participant headcount
Nearest other-state filings by covered participants (9 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.