401(k) · DOL Form 5500 · 2024
Patrick O'connor & Associates LP 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 153
- Participants Small participant base
- 60th
- Percentile by assets National rank
- $78,983
- Avg per participant Below avg balance/head
Official DOL plan name: O'connor & Associates Employees' Savings & Profit Sharing Plan and Trust · Sponsored by Patrick O'connor & Associates LP · Texas · Real Estate
$12M in assets, 153 participants
Patrick O'connor & Associates LP's O'connor & Associates Employees' Savings & Profit Sharing Plan and Trust reported $12M in total assets and 153 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.
- #3,532 in Real Estate (4,605 peers)
Coverage in Texas
O'connor & Associates Employees' Savings & Profit Sharing Plan and Trust covers 153 participants in Texas, about 22% of the average Texas filer (state average ~688 per filing). Assets: $12M.
- #3,532
- in Real Estate (4,605 peers)
- +22.7%
- assets growth YoY
O'connor & Associates Employees' Savings & Profit Sharing Plan and Trust's mid-pack asset rank among Real Estate and all filers
O'connor & Associates Employees' Savings & Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$12,084,342 Top 40% higher than 60% 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'connor & Associates Employees' Savings & Profit Sharing Plan and Trust 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'connor & Associates Employees' Savings & Profit Sharing Plan and Trust sits mid-pack in the medium band (153 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- O'connor & Associates Employees' Savings & Profit Sharing Plan and Trust reported participants rose from 117 in the plan year 2023 filing to 153 in the plan year 2024 filing.
- O'connor & Associates Employees' Savings & Profit Sharing Plan and Trust end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 760419951 · Patrick O'connor & Associates LP PY 2024 · 401(k)
O'connor & Associates Employees' Savings & Profit Sharing Plan and Trust · $12M · 153 · 60th
- BOOK $12M
- VS-ST 153
- BOY 60th
- SCH 401(k)
- EBSA near Callaway Security Banks, Inc. 401(k) and Employee Stock Ownership Plan
- PART ind #3532
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 Real Estate retirement plans → · Plans in Texas →
O'connor & Associates Employees' Savings & Profit Sharing Plan and Trust in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $2M |
| Employer EIN | 760419951 |
| Plan Effective Date | 1999-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Patrick O'connor & Associates LP)
Sponsor-wide plan assets over time
All Patrick O'connor & Associates LP plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 57.60486511040832% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 105 | $8M |
| 2023 | 1 | 117 | $10M |
| 2024 | 1 | 153 | $12M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
O'connor & Associates Employees' Savings & Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Callaway Security Banks, Inc. 401(k) and Employee Stock Ownership Plan in MO ($12M); by covered participants it is American Guardian Warranty 401(k) Plan in IL (153 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (153 participants); asset peers above are excluded.
- American Guardian Warranty 401(k) Plan (IL) 153 · 0 off
- Complete Industries, Inc. 401(k) Profit Sharing Plan (MD) 153 · 0 off
- Wec Energy Group Limited Retirement Savings Plan (WI) 153 · 0 off
- Stone Cold Masonry Retirement Plan (AZ) 153 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.