401(k) · DOL Form 5500 · 2024
O'connor Kimball, LLP 401(k) Savings and Profit Sharing Plan
Data updated 2026-05-15
- $2M
- Total assets
- 12
- Participants
- 30th
- Percentile by assets
- $184,380
- Avg per participant
Sponsored by O'connor Kimball, LLP · New Jersey · Professional & Technical Services
What the 2024 filing shows
O'connor Kimball, LLP 401(k) Savings and Profit Sharing Plan holds $2M for 12 participants - about $184,380 per participant, in the lower half of filed plans by assets, down 8.8% over the 2024 plan year.
- $2M
- total plan assets (2024 EOY)
- 12
- covered participants
- 30th
- percentile by assets (of 116,472 plans)
- $184,380
- avg assets per participant
The plan reported a net loss of $214K 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'connor Kimball, LLP 401(k) Savings and Profit Sharing Plan
O'connor Kimball, LLP 401(k) Savings and Profit Sharing Plan is a 401(k) retirement plan sponsored by O'connor Kimball, LLP, headquartered in New Jersey. According to the U.S. Department of Labor's 2024 Form 5500 filing, the plan reports $2M in total end-of-year assets and covers 12 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 222761811, and the plan has been effective since 1998-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets pulled back noticeably from $2M at the beginning of 2024 to $2M at year-end - down 8.8%. Net assets (after liabilities) closed the year at $2M, with reported net income of -$214K 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'connor Kimball, LLP has on file with PlainRetire (2022-2024), sponsor-wide plan assets have moved from $3M to $2M, a decline of 13.1%, while reported participants moved from 13 to 12 (-7.7%). The strongest year on file by total sponsor assets was 2022 at $3M; the softest was 2024 at $2M. Year-by-year, sponsor-wide filings show: 2022 - $3M in assets across 1 plan covering 13 participants; 2023 - $2M in assets across 1 plan covering 15 participants; 2024 - $2M in assets across 1 plan covering 12 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'connor Kimball, LLP 401(k) Savings and Profit Sharing Plan 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) | $2M |
|---|---|
| Total Assets (End of Year) | $2M |
| Net Assets (End of Year) | $2M |
| Net Income | -$214K |
| Plan Type | 401(k) |
| Employer EIN | 222761811 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (O'connor Kimball, LLP)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 13 | $3M |
| 2023 | 1 | 15 | $2M |
| 2024 | 1 | 12 | $2M |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $52.9B · 185,532
- Verizon Savings Plan for Management Employees $29.4B · 69,218
- Johnson and Johnson Savings Plan $23.6B · 42,583
- Merck US Savings Plan $15.0B · 27,956
- Bristol-Myers Squibb Savings and Investment Program $11.6B · 21,763
Frequently Asked Questions
How much money is in the O'connor Kimball, LLP 401(k) Savings and Profit Sharing Plan? ▼
What type of plan is O'connor Kimball, LLP 401(k) Savings and Profit Sharing Plan? ▼
Who sponsors the O'connor Kimball, LLP 401(k) Savings and Profit Sharing Plan? ▼
How did O'connor Kimball, LLP 401(k) Savings and Profit Sharing Plan perform in 2024? ▼
What this filing means
Ways to act on O'connor Kimball, LLP 401(k) Savings and Profit Sharing Plan's numbers.
- By total assets, O'connor Kimball, LLP 401(k) Savings and Profit Sharing Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New Jersey. Compare plans
- O'connor Kimball, LLP's sponsor-wide assets have declined 13.1% 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 222761811.
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.