401(k) · DOL Form 5500 · 2024
Lillis O'malley Olson Manning Pose Templeman LLP 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 11
- Participants Small participant base
- 64th
- Percentile by assets National rank
- $1.3M
- Avg per participant High balance/head
Official DOL plan name: Lillis O'malley Olson Manning Pose Templeman LLP 401(k) Plan · Sponsored by Lillis O'malley Olson Manning Pose Templeman LLP · Iowa · Professional & Technical Services
$15M in assets, 11 participants
Lillis O'malley Olson Manning Pose Templeman LLP's Lillis O'malley Olson Manning Pose Templeman LLP 401(k) Plan reported $15M in total assets and 11 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.
- #12,665 in Professional & Technical Services (20,173 peers)
Lillis O'malley Olson Manning Pose Templeman LLP multi-year trail
Lillis O'malley Olson Manning Pose Templeman LLP's plans moved +23.3% in assets from 2022 to 2024; this filing shows Lillis O'malley Olson Manning Pose Templeman LLP 401(k) Plan at $15M / 11 participants.
- #12,665
- in Professional & Technical Services (20,173 peers)
- +8.6%
- assets growth YoY
Lillis O'malley Olson Manning Pose Templeman LLP 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Lillis O'malley Olson Manning Pose Templeman LLP 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$14,511,053 Top 36% higher than 64% 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
Lillis O'malley Olson Manning Pose Templeman LLP 401(k) 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. Lillis O'malley Olson Manning Pose Templeman LLP 401(k) Plan is a small filing (11 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lillis O'malley Olson Manning Pose Templeman LLP 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Lillis O'malley Olson Manning Pose Templeman LLP 401(k) Plan reported participants rose from 10 in the plan year 2023 filing to 11 in the plan year 2024 filing.
- Lillis O'malley Olson Manning Pose Templeman LLP 401(k) Plan end-of-year assets rose from $13M in the plan year 2023 filing to $15M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 420950305 · Lillis O'malley Olson Manning Pose Templeman LLP PY 2024 · 401(k)
Lillis O'malley Olson Manning Pose Templeman LLP 401(k) Plan · $15M · 11 · 64th
- PART $15M
- PART 11
- PART 64th
- PART 401(k)
- PART near Phoenix Healthcare Management Services, Inc. 401(k) Plan
- PART ind #12665
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 Iowa →
Lillis O'malley Olson Manning Pose Templeman LLP 401(k) Plan in the asset neighbourhood
Lillis O'malley Olson Manning Pose Templeman LLP multi-year asset trail
Sponsor-wide plan assets over time
All Lillis O'malley Olson Manning Pose Templeman LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 23.342628267024978% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 11 | $12M |
| 2023 | 1 | 10 | $13M |
| 2024 | 2 | 20 | $15M |
Lillis O'malley Olson Manning Pose Templeman LLP filing trail (2024)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $1M |
| Employer EIN | 420950305 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $4.6B · 12,841
- The Rsm US LLP Retirement Plan $3.4B · 14,728
- Iowa Health System Section 401(k) Retirement Savings Plan $3.3B · 25,072
- The Hy-Vee and Affiliates 401(k) Plan $3.1B · 55,411
- Transamerica 401(k) Retirement Savings Plan $2.7B · 8,059
Lillis O'malley Olson Manning Pose Templeman LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Phoenix Healthcare Management Services, Inc. 401(k) Plan in GA ($15M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (11 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (11 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.