Defined Benefit (Pension) · DOL Form 5500 · 2024
October Three Management Services, Inc. Pension Plan
Data updated 2026-08-25
- $987K
- Total assets Small plan by assets
- 154
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $6,408
- Avg per participant Low balance/head
Official DOL plan name: October Three Prime Plan · Sponsored by October Three Management Services, Inc. · Illinois · Professional & Technical Services
$987K in assets, 154 participants
October Three Management Services, Inc.'s October Three Prime Plan reported $987K in total assets and 154 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.
- #3,642 in Professional & Technical Services (20,173 peers)
Coverage in Illinois
October Three Prime Plan covers 154 participants in Illinois, about 20% of the average Illinois filer (state average ~779 per filing). Assets: $987K.
- #3,642
- in Professional & Technical Services (20,173 peers)
- $987K
- reported net income
October Three Prime Plan among the smaller filed plans by assets
October Three Prime Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$986,907 23rd percentile higher than 23% 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
October Three Prime 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. October Three Prime Plan sits mid-pack in the medium band (154 participants).
Plan-year Form 5500 strip
Filing strip 271503891 · October Three Management Services, Inc. PY 2024 · Defined Benefit (Pension)
October Three Prime Plan · $987K · 154 · 23rd
- BOOK $987K
- VS-ST 154
- BOY 23rd
- SCH Defined Benefit (Pension)
- EBSA near Employees Retirement Plan of Roofers Union Local 8 Welfare Fund
- PART ind #3642
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 Illinois →
October Three Prime Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $987K |
| Net Income | $987K |
| Employer EIN | 271503891 |
| Plan Effective Date | 2024-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (October Three Management Services, Inc.)
Sponsor-wide plan assets over time
All October Three Management Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 90.35970609621363% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 117 | $11M |
| 2023 | 1 | 140 | $15M |
| 2024 | 2 | 324 | $21M |
Nearby Defined Benefit (Pension) Plans in Illinois
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Central States, Southeast & Southwest Areas Pension Plan $48.2B · 36,799
- State Farm Insurance Companies Retirement Plan for United States Employees $37.7B · 41,619
- GE Healthcare Pension Plan $13.7B · 5,554
- Abbott Laboratories Annuity Retirement Plan $8.6B · 17,875
- United Food & Commercial Workers Intl Union - Industry Pension Fund $8.2B · 20,984
October Three Prime Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Illinois, the nearest Defined Benefit (Pension) by assets is Employees Retirement Plan of Roofers Union Local 8 Welfare Fund in NY ($988K); by covered participants it is Delong's, Inc. Pension Plan in MO (154 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($987K here).
Similar participant headcount
Nearest other-state filings by covered participants (154 participants); asset peers above are excluded.
- Delong's, Inc. Pension Plan (MO) 154 · 0 off
- Gulf Coast Educators Fcu Employees' Pension Plan (TX) 154 · 0 off
- Gem City Bone & Joint, P.C. Pension Plan (WY) 154 · 0 off
- Mackay Communications, Inc. Employees' Pension Plan and Trust (NC) 154 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.