401(k) · DOL Form 5500 · 2024
O'brien, Tomchak & Co., Chartered 401(k) Plan
Data updated 2026-08-25
- $619K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 19th
- Percentile by assets National rank
- $154,656
- Avg per participant Above avg balance/head
Official DOL plan name: O'brien, Tomchak & Co., Chartered 401(k) Profit Sharing Plan · Sponsored by O'brien, Tomchak & Co., Chartered · Idaho · Professional & Technical Services
$619K in assets, 4 participants
O'brien, Tomchak & Co., Chartered's O'brien, Tomchak & Co., Chartered 401(k) Profit Sharing Plan reported $619K in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 19th 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.
- #2,965 in Professional & Technical Services (20,173 peers)
O'brien, Tomchak & Co., Chartered multi-year trail
O'brien, Tomchak & Co., Chartered's plans moved -25.1% in assets from 2022 to 2024; this filing shows O'brien, Tomchak & Co., Chartered 401(k) Profit Sharing Plan at $619K / 4 participants.
- #2,965
- in Professional & Technical Services (20,173 peers)
- -35.8%
- assets change YoY
The plan reported a net loss of $344K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
O'brien, Tomchak & Co., Chartered 401(k) Profit Sharing Plan among the smaller filed plans by assets
O'brien, Tomchak & Co., Chartered 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$618,625 19th percentile higher than 19% 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'brien, Tomchak & Co., Chartered 401(k) Profit Sharing Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. O'brien, Tomchak & Co., Chartered 401(k) Profit Sharing Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- O'brien, Tomchak & Co., Chartered 401(k) Profit Sharing Plan reported net income fell from $137K in the plan year 2023 filing to -$344K in the plan year 2024 filing.
- O'brien, Tomchak & Co., Chartered 401(k) Profit Sharing Plan end-of-year assets fell from $963K in the plan year 2023 filing to $619K in the plan year 2024 filing.
- O'brien, Tomchak & Co., Chartered 401(k) Profit Sharing Plan reported participants fell from 5 in the plan year 2023 filing to 4 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 820332706 · O'brien, Tomchak & Co., Chartered PY 2024 · 401(k)
O'brien, Tomchak & Co., Chartered 401(k) Profit Sharing Plan · $619K · 4 · 19th
- PCT $619K
- EIN 4
- RANK 19th
- PHOTO 401(k)
- IND near Bjmr Ventures, Inc. 401(k) Plan
- EOY ind #2965
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 Idaho →
O'brien, Tomchak & Co., Chartered 401(k) Profit Sharing Plan in the asset neighbourhood
O'brien, Tomchak & Co., Chartered multi-year asset trail
Sponsor-wide plan assets over time
All O'brien, Tomchak & Co., Chartered plans reported in each filing year
- Latest sponsor-wide plan assets
- $619K 25.101126343457874% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 12 | $826K |
| 2023 | 1 | 5 | $963K |
| 2024 | 1 | 4 | $619K |
O'brien, Tomchak & Co., Chartered filing trail (2024)
| Total Assets (Beginning of Year) | $963K |
|---|---|
| Net Assets (End of Year) | $619K |
| Net Income | -$344K |
| Employer EIN | 820332706 |
| Plan Effective Date | 1997-08-22 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Idaho
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Micron Technology Inc. Retirement at Micron (Ram) Plan $3.7B · 8,598
- Idaho National Laboratory Employee Investment Plan $2.5B · 6,632
- Simplot Retirement Savings Plan $1.6B · 9,012
- Idaho Power Company Employee Savings Plan $890M · 2,119
- Boise Cascade Company Savings Plan $740M · 3,902
O'brien, Tomchak & Co., Chartered 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Idaho, the nearest 401(k) by assets is Bjmr Ventures, Inc. 401(k) Plan in ME ($619K); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($619K here).
- Bjmr Ventures, Inc. 401(k) Plan (ME) $619K · 2
- Cnc Logistics, Inc. 401(k) Plan (IL) $619K · 238
- Preferred Home Services Retirement Plan (PR) $619K · 21
- Rm1 Corp. Profit Sharing Plan (WI) $619K · 18
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Jab Investments, Inc. 401(k) Plan (WI) 4 · 0 off
- Jlj Inc 401(k) Profit Sharing Plan (TX) 4 · 0 off
- Arbuckle Dental 401(k) Plan (UT) 4 · 0 off
- Fallon Holdings, Inc. 401(k) Plan (KY) 4 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.