401(k) · DOL Form 5500 · 2024

Sutter O'connell Co. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
21
Participants Small participant base
71st
Percentile by assets National rank
$964,904
Avg per participant High balance/head
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Official DOL plan name: Sutter O'connell 401(k) Profit Sharing Plan · Sponsored by Sutter O'connell Co. · Ohio · Professional & Technical Services

$20M in assets, 21 participants

Sutter O'connell Co.'s Sutter O'connell 401(k) Profit Sharing Plan reported $20M in total assets and 21 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #14,082 in Professional & Technical Services (20,173 peers)

Sutter O'connell Co. multi-year trail

Sutter O'connell Co.'s plans moved +27.3% in assets from 2022 to 2024; this filing shows Sutter O'connell 401(k) Profit Sharing Plan at $20M / 21 participants.

#14,082
in Professional & Technical Services (20,173 peers)
+11.1%
assets growth YoY

Sutter O'connell 401(k) Profit Sharing Plan's outsized position by total assets

Sutter O'connell 401(k) Profit Sharing Plan vs every filed plan by assets

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

$20,262,992 Top 29% higher than 71% 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

Sutter O'connell 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. Sutter O'connell 401(k) Profit Sharing Plan is a small filing (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sutter O'connell 401(k) Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Sutter O'connell 401(k) Profit Sharing Plan end-of-year assets rose from $18M in the plan year 2023 filing to $20M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 010577837 · Sutter O'connell Co. PY 2024 · 401(k)

Sutter O'connell 401(k) Profit Sharing Plan · $20M · 21 · 71st

  • EBSA $20M
  • PART 21
  • TYPE 71st
  • NET 401(k)
  • BOOK near Hcp Management Operations, Inc. Retirement Savings Plan
  • VS-ST ind #14082

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 →

Sutter O'connell 401(k) Profit Sharing Plan in the asset neighbourhood

Alternative Behavior Strategies Retirement PlanAlternative Behavior Strateg…$20MSutter O'connell 401(k) Profit Sharing PlanSutter O'connell 401(k) Prof…$20MHcp Management Operations, Inc. Retirement Savings PlanHcp Management Operations, I…$20MPaper Transport 401(k) Plan$20MOyster Point Pharma, Inc. 401(k) Defined Contribution PlanOyster Point Pharma, Inc. 40…$20M
End-of-year total assets ($M) among Sutter O'connell 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Sutter O'connell Co. multi-year asset trail

Sponsor-wide plan assets over time

All Sutter O'connell Co. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 27.316480067074444% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $15.9M $20.3M ▲ +27.3%
Year Plans Participants Total Assets
2022 1 22 $16M
2023 1 21 $18M
2024 1 21 $20M

Sutter O'connell Co. filing trail (2024)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$20M
Net Income$2M
Employer EIN010577837
Plan Effective Date2002-08-22
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Sutter O'connell 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Sutter O'connell 401(k) Profit Sharing Plan, Total assets ($B): 0.020262992 · Participants: 21Sutter O'connell 401(k) Profit Sharing PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Sutter O'connell 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Sutter O'connell 401(k) Profit Sharing Plan side-by-side with 3 peers →

Sutter O'connell 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Hcp Management Operations, Inc. Retirement Savings Plan in NJ ($20M); by covered participants it is Frontier Community Bank Employees' Retirement Plan in VA (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 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 Sutter O'connell 401(k) Profit Sharing Plan assets move in 2024? ▼
Sutter O'connell 401(k) Profit Sharing Plan grew at a solid clip - up 11.1% during 2024, from $18M to $20M. Reported net income was $2M.
How have Sutter O'connell Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sutter O'connell Co.'s sponsor-wide assets grew 27.3%, from $16M to $20M.
Which 401(k) plans are similar in size to Sutter O'connell 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hcp Management Operations, Inc. Retirement Savings Plan in NJ ($20M, 284 participants).
Which 401(k) plans cover a similar participant headcount to Sutter O'connell 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Frontier Community Bank Employees' Retirement Plan in VA (21 participants, N/A 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 010577837.

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.