401(k) · DOL Form 5500 · 2024
O'reilly, Talbot & Okun Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 22
- Participants Small participant base
- 56th
- Percentile by assets National rank
- $456,613
- Avg per participant High balance/head
Official DOL plan name: O'reilly, Talbot & Okun Associates, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by O'reilly, Talbot & Okun Associates, Inc. · Massachusetts · Professional & Technical Services
$10M in assets, 22 participants
O'reilly, Talbot & Okun Associates, Inc.'s O'reilly, Talbot & Okun Associates, Inc. 401(k) Profit Sharing Plan and Trust reported $10M in total assets and 22 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.
- #10,909 in Professional & Technical Services (20,173 peers)
O'reilly, Talbot & Okun Associates, Inc. multi-year trail
O'reilly, Talbot & Okun Associates, Inc.'s plans moved -16.1% in assets from 2022 to 2024; this filing shows O'reilly, Talbot & Okun Associates, Inc. 401(k) Profit Sharing Plan and Trust at $10M / 22 participants.
- #10,909
- in Professional & Technical Services (20,173 peers)
- -9.9%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
O'reilly, Talbot & Okun Associates, Inc. 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers
O'reilly, Talbot & Okun Associates, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,045,491 Top 44% higher than 56% 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'reilly, Talbot & Okun Associates, Inc. 401(k) Profit Sharing Plan and Trust 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'reilly, Talbot & Okun Associates, Inc. 401(k) Profit Sharing Plan and Trust is a small filing (22 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- O'reilly, Talbot & Okun Associates, Inc. 401(k) Profit Sharing Plan and Trust reported net income fell from -$827K in the plan year 2023 filing to -$1M in the plan year 2024 filing.
- O'reilly, Talbot & Okun Associates, Inc. 401(k) Profit Sharing Plan and Trust reported participants fell from 27 in the plan year 2023 filing to 22 in the plan year 2024 filing.
- O'reilly, Talbot & Okun Associates, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets fell from $11M in the plan year 2023 filing to $10M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 043228814 · O'reilly, Talbot & Okun Associates, Inc. PY 2024 · 401(k)
O'reilly, Talbot & Okun Associates, Inc. 401(k) Profit Sharing Plan and Trust · $10M · 22 · 56th
- TYPE $10M
- TYPE 22
- TYPE 56th
- TYPE 401(k)
- TYPE near Mcree Ford, Inc. Retirement Savings Plan
- TYPE ind #10909
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 Massachusetts →
O'reilly, Talbot & Okun Associates, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
O'reilly, Talbot & Okun Associates, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All O'reilly, Talbot & Okun Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 16.09170507020221% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 24 | $12M |
| 2023 | 1 | 27 | $11M |
| 2024 | 1 | 22 | $10M |
O'reilly, Talbot & Okun Associates, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | -$1M |
| Employer EIN | 043228814 |
| Plan Effective Date | 1999-07-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
O'reilly, Talbot & Okun Associates, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Mcree Ford, Inc. Retirement Savings Plan in TX ($10M); by covered participants it is Reed & Witting Company Profit Sharing Plan in PA (22 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (22 participants); asset peers above are excluded.
- Reed & Witting Company Profit Sharing Plan (PA) 22 · 0 off
- Lycera Corp 401(k) Plan (PA) 22 · 0 off
- H3meier Corporation 401(k) Plan (NE) 22 · 0 off
- Ben Rentals Inc. 401(k) Profit Sharing Plan and Trust (NY) 22 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.