Profit Sharing · DOL Form 5500 · 2024
O'connor Mcguinness Conte Doyle Oleson Watson Loft Profit Sharing Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 24
- Participants Small participant base
- 65th
- Percentile by assets National rank
- $649,891
- Avg per participant High balance/head
Official DOL plan name: O'connor Mcguinness Conte Doyle Oleson Watson Loftus, LLP Retirement Plan · Sponsored by O'connor Mcguinness Conte Doyle Oleson Watson Loft · New York · Professional & Technical Services
$16M in assets, 24 participants
O'connor Mcguinness Conte Doyle Oleson Watson Loft's O'connor Mcguinness Conte Doyle Oleson Watson Loftus, LLP Retirement Plan reported $16M in total assets and 24 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.
- #12,984 in Professional & Technical Services (20,173 peers)
O'connor Mcguinness Conte Doyle Oleson Watson Loft multi-year trail
O'connor Mcguinness Conte Doyle Oleson Watson Loft's plans moved +29.1% in assets from 2022 to 2024; this filing shows O'connor Mcguinness Conte Doyle Oleson Watson Loftus, LLP Retirement Plan at $16M / 24 participants.
- #12,984
- in Professional & Technical Services (20,173 peers)
- +32.1%
- assets growth YoY
O'connor Mcguinness Conte Doyle Oleson Watson Loftus, LLP Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers
O'connor Mcguinness Conte Doyle Oleson Watson Loftus, LLP Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$15,597,374 Top 35% higher than 65% 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 Mcguinness Conte Doyle Oleson Watson Loftus, LLP Retirement 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. O'connor Mcguinness Conte Doyle Oleson Watson Loftus, LLP Retirement Plan is a small filing (24 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- O'connor Mcguinness Conte Doyle Oleson Watson Loftus, LLP Retirement Plan reported net income rose from -$279K in the plan year 2023 filing to $4M in the plan year 2024 filing.
- O'connor Mcguinness Conte Doyle Oleson Watson Loftus, LLP Retirement Plan end-of-year assets rose from $12M in the plan year 2023 filing to $16M in the plan year 2024 filing.
- O'connor Mcguinness Conte Doyle Oleson Watson Loftus, LLP Retirement Plan reported participants fell from 26 in the plan year 2023 filing to 24 in the plan year 2024 filing.
DOL schedule card
Filing strip 131715231 · O'connor Mcguinness Conte Doyle Oleson Watson Loft PY 2024 · Profit Sharing
O'connor Mcguinness Conte Doyle Oleson Watson Loftus, LLP Retirement Plan · $16M · 24 · 65th
- 5500 $16M
- ASSETS 24
- PCT 65th
- EIN Profit Sharing
- RANK near Dallas Neuroscience, P.a. 401(k) Profit Sharing Plan
- PHOTO ind #12984
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 New York →
O'connor Mcguinness Conte Doyle Oleson Watson Loftus, LLP Retirement Plan in the asset neighbourhood
O'connor Mcguinness Conte Doyle Oleson Watson Loft multi-year asset trail
Sponsor-wide plan assets over time
All O'connor Mcguinness Conte Doyle Oleson Watson Loft plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 29.095875453815296% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 30 | $12M |
| 2023 | 1 | 26 | $12M |
| 2024 | 1 | 24 | $16M |
O'connor Mcguinness Conte Doyle Oleson Watson Loft filing trail (2024)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $4M |
| Employer EIN | 131715231 |
| Plan Effective Date | 1979-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.3B · 18,200
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $2.1B · 3,278
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.8B · 5,817
- The Research Foundation for the State University of New York Retirement Plan $1.3B · 9,758
- Rochester Regional Health 403(b) Defined Contribution Plan $987M · 15,432
O'connor Mcguinness Conte Doyle Oleson Watson Loftus, LLP Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Dallas Neuroscience, P.a. 401(k) Profit Sharing Plan in TX ($16M); by covered participants it is Lowell Anesthesiology Service, Inc. Profit Sharing Plan in MA (24 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
Similar participant headcount
Nearest other-state filings by covered participants (24 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.