401(k) · DOL Form 5500 · 2024

O'rourke Bros., Inc. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
91
Participants Small participant base
69th
Percentile by assets National rank
$207,560
Avg per participant Above avg balance/head
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Official DOL plan name: O'rourke Bros., Inc. 401(k) Profit Sharing Plan · Sponsored by O'rourke Bros., Inc. · Iowa · Wholesale Trade

$19M in assets, 91 participants

O'rourke Bros., Inc.'s O'rourke Bros., Inc. 401(k) Profit Sharing Plan reported $19M in total assets and 91 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #3,929 in Wholesale Trade (6,080 peers)

O'rourke Bros., Inc. multi-year trail

O'rourke Bros., Inc.'s plans moved +30.2% in assets from 2022 to 2024; this filing shows O'rourke Bros., Inc. 401(k) Profit Sharing Plan at $19M / 91 participants.

#3,929
in Wholesale Trade (6,080 peers)
+12.8%
assets growth YoY

O'rourke Bros., Inc. 401(k) Profit Sharing Plan's outsized position by total assets

O'rourke Bros., Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$18,887,945 Top 31% higher than 69% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

O'rourke Bros., Inc. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. O'rourke Bros., Inc. 401(k) Profit Sharing Plan is a small filing (91 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • O'rourke Bros., Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $17M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • O'rourke Bros., Inc. 401(k) Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • O'rourke Bros., Inc. 401(k) Profit Sharing Plan reported participants rose from 88 in the plan year 2023 filing to 91 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 421039137 · O'rourke Bros., Inc. PY 2024 · 401(k)

O'rourke Bros., Inc. 401(k) Profit Sharing Plan · $19M · 91 · 69th

  • RANK $19M
  • RANK 91
  • RANK 69th
  • RANK 401(k)
  • RANK near The Lewis Bear Company Profit Sharing/401(k) Plan
  • RANK ind #3929

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 Wholesale Trade retirement plans → · Plans in Iowa →

O'rourke Bros., Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

O'rourke Bros., Inc. 401(k) Profit Sharing PlanO'rourke Bros., Inc. 401(k) …$19MThe Lewis Bear Company Profit Sharing/401(k) PlanThe Lewis Bear Company Profi…$19MKbp Brands 401(k) Plan$19MArlington Coal & Lumber Co. 401(k) Retirement PlanArlington Coal & Lumber Co. …$19MMaesa Group 401(k) Retirement PlanMaesa Group 401(k) Retiremen…$19M
End-of-year total assets ($M) among O'rourke Bros., Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

O'rourke Bros., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All O'rourke Bros., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 30.178536992439724% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $14.5M $18.9M ▲ +30.2%
Year Plans Participants Total Assets
2022 1 88 $15M
2023 1 88 $17M
2024 1 91 $19M

O'rourke Bros., Inc. filing trail (2024)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$19M
Net Income$2M
Employer EIN421039137
Plan Effective Date1985-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Iowa

Peer 401(k) plans, same state, same plan type, ranked by total assets.

O'rourke Bros., Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants O'rourke Bros., Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.018887945 · Participants: 91O'rourke Bros., Inc. 401(k) Profit Sharing PlanThe Principal Select Savings Plan, Total assets ($B): 4.579548793 · Participants: 12841The Principal Select Savings PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 3.375271119 · Participants: 14728The Rsm US LLP Retirement PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 3.306182291 · Participants: 25072Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 3.1084169 · Participants: 55411The Hy-Vee and Affiliates 401(k) PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.720479704 · Participants: 8059Transamerica 401(k) Retirement Savings Plan
O'rourke Bros., Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare O'rourke Bros., Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

O'rourke Bros., Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is The Lewis Bear Company Profit Sharing/401(k) Plan in FL ($19M); by covered participants it is American Bank of Oklahoma 401(k) Profit Sharing Plan in OK (91 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (91 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did O'rourke Bros., Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
O'rourke Bros., Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 12.8% during 2024, from $17M to $19M. Reported net income was $2M.
How have O'rourke Bros., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), O'rourke Bros., Inc.'s sponsor-wide assets grew 30.2%, from $15M to $19M.
Which 401(k) plans are similar in size to O'rourke Bros., Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Lewis Bear Company Profit Sharing/401(k) Plan in FL ($19M, 245 participants).
Which 401(k) plans cover a similar participant headcount to O'rourke Bros., Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is American Bank of Oklahoma 401(k) Profit Sharing Plan in OK (91 participants, $7M in assets).

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 421039137.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.