401(k) · DOL Form 5500 · 2024
O'reilly, Talbot & Okun Associates, Inc. 401(k) Profit Sharing Plan and Trust
Data updated 2026-05-15
- $10M
- Total assets
- 22
- Participants
- 56th
- Percentile by assets
- $456,613
- Avg per participant
Sponsored by O'reilly, Talbot & Okun Associates, Inc. · Massachusetts · Professional & Technical Services
What the 2024 filing shows
O'reilly, Talbot & Okun Associates, Inc. 401(k) Profit Sharing Plan and Trust holds $10M for 22 participants - about $456,613 per participant, above the median plan by assets, down 9.9% over the 2024 plan year.
- $10M
- total plan assets (2024 EOY)
- 22
- covered participants
- 56th
- percentile by assets (of 116,472 plans)
- $456,613
- avg assets per participant
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.
401(k) · DOL Form 5500 · 2024
What the Filing Says About O'reilly, Talbot & Okun Associates, Inc. 401(k) Profit Sharing Plan and Trust
O'reilly, Talbot & Okun Associates, Inc. 401(k) Profit Sharing Plan and Trust is a 401(k) retirement plan sponsored by O'reilly, Talbot & Okun Associates, Inc., headquartered in Massachusetts. According to the U.S. Department of Labor's 2024 Form 5500 filing, the plan reports $10M in total end-of-year assets and covers 22 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 043228814, and the plan has been effective since 1999-07-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets pulled back noticeably from $11M at the beginning of 2024 to $10M at year-end - down 9.9%. Net assets (after liabilities) closed the year at $10M, with reported net income of -$1M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Across the 3 plan years O'reilly, Talbot & Okun Associates, Inc. has on file with PlainRetire (2022-2024), sponsor-wide plan assets have moved from $12M to $10M, a decline of 16.1%, while reported participants moved from 24 to 22 (-8.3%). The strongest year on file by total sponsor assets was 2022 at $12M; the softest was 2024 at $10M. Year-by-year, sponsor-wide filings show: 2022 - $12M in assets across 1 plan covering 24 participants; 2023 - $11M in assets across 1 plan covering 27 participants; 2024 - $10M in assets across 1 plan covering 22 participants.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
How the percentile is calculated: we count every plan that filed a 2024 Form 5500 with a reported end-of-year asset figure (116,472 plans), rank O'reilly, Talbot & Okun Associates, Inc. 401(k) Profit Sharing Plan and Trust against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.
Financial Summary (2024)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Total Assets (End of Year) | $10M |
| Net Assets (End of Year) | $10M |
| Net Income | -$1M |
| Plan Type | 401(k) |
| Employer EIN | 043228814 |
| Plan Effective Date | 1999-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (O'reilly, Talbot & Okun Associates, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 24 | $12M |
| 2023 | 1 | 27 | $11M |
| 2024 | 1 | 22 | $10M |
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
- Philips North America 401(k) Plan $6.4B · 18,388
Frequently Asked Questions
How much money is in the O'reilly, Talbot & Okun Associates, Inc. 401(k) Profit Sharing Plan and Trust? ▼
What type of plan is O'reilly, Talbot & Okun Associates, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Who sponsors the O'reilly, Talbot & Okun Associates, Inc. 401(k) Profit Sharing Plan and Trust? ▼
How did O'reilly, Talbot & Okun Associates, Inc. 401(k) Profit Sharing Plan and Trust perform in 2024? ▼
What this filing means
Ways to act on O'reilly, Talbot & Okun Associates, Inc. 401(k) Profit Sharing Plan and Trust's numbers.
- By total assets, O'reilly, Talbot & Okun Associates, Inc. 401(k) Profit Sharing Plan and Trust ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
- O'reilly, Talbot & Okun Associates, Inc.'s sponsor-wide assets have declined 16.1% since 2022 across 3 plan years on file. More Professional & Technical Services plans
- A 401(k) plan works differently from other retirement plan types, understand the structural differences before comparing. Compare plan types
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 043228814.
Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology - how this data is sourced, computed, and verified.
Every figure on PlainRetire is rendered directly from the Department of Labor's Form 5500 annual return filings, no number is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-15.