401(k) · DOL Form 5500 · 2024
October Three Management Services, Inc. 401(k) Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 170
- Participants Small participant base
- 70th
- Percentile by assets National rank
- $115,807
- Avg per participant Below avg balance/head
Official DOL plan name: October Three Management Services, Inc. Retirement Trust · Sponsored by October Three Management Services, Inc. · Illinois · Professional & Technical Services
$20M in assets, 170 participants
October Three Management Services, Inc.'s October Three Management Services, Inc. Retirement Trust reported $20M in total assets and 170 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.
- #13,955 in Professional & Technical Services (20,173 peers)
Coverage in Illinois
October Three Management Services, Inc. Retirement Trust covers 170 participants in Illinois, about 22% of the average Illinois filer (state average ~779 per filing). Assets: $20M.
- #13,955
- in Professional & Technical Services (20,173 peers)
- +30.5%
- assets growth YoY
October Three Management Services, Inc. Retirement Trust's outsized position by total assets
October Three Management Services, Inc. Retirement Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$19,687,225 Top 30% higher than 70% 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
October Three Management Services, Inc. Retirement Trust among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. October Three Management Services, Inc. Retirement Trust sits mid-pack in the medium band (170 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- October Three Management Services, Inc. Retirement Trust end-of-year assets rose from $15M in the plan year 2023 filing to $20M in the plan year 2024 filing.
- October Three Management Services, Inc. Retirement Trust reported participants rose from 140 in the plan year 2023 filing to 170 in the plan year 2024 filing.
- October Three Management Services, Inc. Retirement Trust reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 271503891 · October Three Management Services, Inc. PY 2024 · 401(k)
October Three Management Services, Inc. Retirement Trust · $20M · 170 · 70th
- EBSA $20M
- PART 170
- TYPE 70th
- NET 401(k)
- BOOK near Wieland 401(k) Plan
- VS-ST ind #13955
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 Illinois →
October Three Management Services, Inc. Retirement Trust in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $5M |
| Employer EIN | 271503891 |
| Plan Effective Date | 2010-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (October Three Management Services, Inc.)
Sponsor-wide plan assets over time
All October Three Management Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 90.35970609621363% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 117 | $11M |
| 2023 | 1 | 140 | $15M |
| 2024 | 2 | 324 | $21M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
October Three Management Services, Inc. Retirement Trust's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Wieland 401(k) Plan in MI ($20M); by covered participants it is Cgt U.S. Limited/Textileather Corporation 401(k) Profit Sharing Plan in TX (170 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
- Wieland 401(k) Plan (MI) $20M · 82
- Avairpros Services, Inc 401(k) Plan (FL) $20M · 174
- Hometown Pharmacy Retirement Savings Plan (MI) $20M · 337
- Astera Labs, Inc. 401(k) Plan (CA) $20M · 188
Similar participant headcount
Nearest other-state filings by covered participants (170 participants); asset peers above are excluded.
- Cgt U.S. Limited/Textileather Corporation 401(k) Profit Sharing Plan (TX) 170 · 0 off
- Wb Engineering & Consulting, PLLC Retirement Savings Plan (NY) 170 · 0 off
- Wilbanks Trucking Services, LLC 401(k) Profit Sharing Plan (NM) 170 · 0 off
- Automation Components, Inc. 401(k) Profit Sharing Plan (WI) 170 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.