401(k) · DOL Form 5500 · 2024

Witt O'brien's Payroll Management LLC 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
252
Participants Below avg headcount
71st
Percentile by assets National rank
$83,933
Avg per participant Below avg balance/head
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Official DOL plan name: Witt O'brien's Savings Plan · Sponsored by Witt O'brien's Payroll Management LLC · Texas · Professional & Technical Services

$21M in assets, 252 participants

Witt O'brien's Payroll Management LLC's Witt O'brien's Savings Plan reported $21M in total assets and 252 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #14,255 in Professional & Technical Services (20,173 peers)

Coverage in Texas

Witt O'brien's Savings Plan covers 252 participants in Texas, about 37% of the average Texas filer (state average ~688 per filing). Assets: $21M.

#14,255
in Professional & Technical Services (20,173 peers)
+15.9%
assets growth YoY

Witt O'brien's Savings Plan's outsized position by total assets

Witt O'brien's Savings Plan vs every filed plan by assets

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

$21,151,164 Top 29% higher than 71% 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

Witt O'brien's Savings 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. Witt O'brien's Savings Plan sits mid-pack in the medium band (252 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Witt O'brien's Savings Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Witt O'brien's Savings Plan end-of-year assets rose from $18M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • Witt O'brien's Savings Plan reported participants fell from 268 in the plan year 2023 filing to 252 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 320449815 · Witt O'brien's Payroll Management LLC PY 2024 · 401(k)

Witt O'brien's Savings Plan · $21M · 252 · 71st

  • PHOTO $21M
  • IND 252
  • EOY 71st
  • 5500 401(k)
  • ASSETS near Anchor Lamina America, Inc. 401(k) Retirement Plan
  • PCT ind #14255

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 Texas →

Witt O'brien's Savings Plan in the asset neighbourhood

Witt O'brien's Savings Plan$21MAnchor Lamina America, Inc. 401(k) Retirement PlanAnchor Lamina America, Inc. …$21MFood Express, Inc. 401(k) PlanFood Express, Inc. 401(k) Pl…$21MSheridan Ross P.C. 401(k) Profit Sharing PlanSheridan Ross P.C. 401(k) Pr…$21MBadger Mutual Insurance Company 401(k) PlanBadger Mutual Insurance Comp…$21M
End-of-year total assets ($M) among Witt O'brien's Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$21M
Net Income$3M
Employer EIN320449815
Plan Effective Date1994-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Witt O'brien's Payroll Management LLC)

Sponsor-wide plan assets over time

All Witt O'brien's Payroll Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$21M 15.894356847196029% vs 2023
2024 filing year
$17M$18M$19M$20M$21M$22M 20232024 $18.3M $21.2M ▲ +15.9%
Year Plans Participants Total Assets
2023 1 268 $18M
2024 1 252 $21M

Nearby 401(k) Plans in Texas

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

Witt O'brien's Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Witt O'brien's Savings Plan, Total assets ($B): 0.021151164 · Participants: 252Witt O'brien's Savings PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Witt O'brien's Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Witt O'brien's Savings Plan side-by-side with 3 peers →

Witt O'brien's Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Anchor Lamina America, Inc. 401(k) Retirement Plan in MI ($21M); by covered participants it is Gilcrest-Jewett Lumber Company Profit Sharing Plan in IA (252 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (252 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 Witt O'brien's Savings Plan assets move in 2024? ▼
Witt O'brien's Savings Plan grew sharply - up 15.9% during 2024, from $18M to $21M. Reported net income was $3M.
How have Witt O'brien's Payroll Management LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Witt O'brien's Payroll Management LLC's sponsor-wide assets grew 15.9%, from $18M to $21M.
Which 401(k) plans are similar in size to Witt O'brien's Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Anchor Lamina America, Inc. 401(k) Retirement Plan in MI ($21M, 164 participants).
Which 401(k) plans cover a similar participant headcount to Witt O'brien's Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gilcrest-Jewett Lumber Company Profit Sharing Plan in IA (252 participants, N/A 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 320449815.

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.