401(k) · DOL Form 5500 · 2024
O'brien Services Inc. 401(k) Plan
Data updated 2026-08-25
- $737K
- Total assets Small plan by assets
- 391
- Participants Below avg headcount
- 21st
- Percentile by assets National rank
- $1,886
- Avg per participant Low balance/head
Official DOL plan name: O'brien and Associates 401(k) Plan · Sponsored by O'brien Services Inc. · Wisconsin · Administrative & Support Services
$737K in assets, 391 participants
O'brien Services Inc.'s O'brien and Associates 401(k) Plan reported $737K in total assets and 391 participants in its 2024 DOL Form 5500 filing, ranking in the 21st 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.
- #1,898 in Administrative & Support Services (4,368 peers)
Administrative & Support Services sector rank
Within Administrative & Support Services, O'brien and Associates 401(k) Plan ranks #1,898 of 4,368 2024 filers by assets (3912% of the sector average)-$737K for 391 participants.
- #1,898
- in Administrative & Support Services (4,368 peers)
- +2.9%
- assets growth YoY
O'brien and Associates 401(k) Plan among the smaller filed plans by assets
O'brien and Associates 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$737,483 21st percentile higher than 21% 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 and Associates 401(k) Plan 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. O'brien and Associates 401(k) Plan sits mid-pack in the medium band (391 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- O'brien and Associates 401(k) Plan reported net income fell from $203K in the plan year 2023 filing to $21K in the plan year 2024 filing.
- O'brien and Associates 401(k) Plan reported participants rose from 342 in the plan year 2023 filing to 391 in the plan year 2024 filing.
- O'brien and Associates 401(k) Plan end-of-year assets rose from $717K in the plan year 2023 filing to $737K in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 391818583 · O'brien Services Inc. PY 2024 · 401(k)
O'brien and Associates 401(k) Plan · $737K · 391 · 21st
- BOOK $737K
- BOOK 391
- BOOK 21st
- BOOK 401(k)
- BOOK near Drlandscape, Inc. 401(k) Plan
- BOOK ind #1898
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 Administrative & Support Services retirement plans → · Plans in Wisconsin →
O'brien and Associates 401(k) Plan in the asset neighbourhood
Administrative & Support Services filing particulars
| Total Assets (Beginning of Year) | $717K |
|---|---|
| Net Assets (End of Year) | $737K |
| Net Income | $21K |
| Employer EIN | 391818583 |
| Plan Effective Date | 2019-04-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (O'brien Services Inc.)
Sponsor-wide plan assets over time
All O'brien Services Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $737K 43.51073290431554% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 239 | $514K |
| 2023 | 1 | 342 | $717K |
| 2024 | 1 | 391 | $737K |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
O'brien and Associates 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Drlandscape, Inc. 401(k) Plan in AZ ($737K); by covered participants it is Vistex, Inc. 401(k) Profit Sharing Plan in IL (391 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($737K here).
- Drlandscape, Inc. 401(k) Plan (AZ) $737K · 1
- California Concessions 401(k) (CA) $738K · 3
- California Concessions 401(k) (CA) $738K · 3
- Mep Pros, Inc. 401(k) Profit Sharing Plan (OR) $737K · 25
Similar participant headcount
Nearest other-state filings by covered participants (391 participants); asset peers above are excluded.
- Vistex, Inc. 401(k) Profit Sharing Plan (IL) 391 · 0 off
- Butera Finer Foods, Inc. Employee Retirement and Savings Plan (IL) 391 · 0 off
- Jacksonville Jaguars 401(k) Plan (FL) 391 · 0 off
- Patreon 401(k) Plan (CA) 391 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.