OCTOBER THREE PRIME PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
OCTOBER THREE MANAGEMENT SERVICES, INC.
This Defined Benefit (Pension) plan holds $987K in total assets and serves 154 participants as of 2024. It is sponsored by OCTOBER THREE MANAGEMENT SERVICES, INC. in Illinois. The plan reported positive net income of $987K for the year.
What the Filing Says About OCTOBER THREE PRIME PLAN
OCTOBER THREE PRIME PLAN is a Defined Benefit (Pension) retirement plan sponsored by OCTOBER THREE MANAGEMENT SERVICES, INC., headquartered in Illinois. As of the 2024 Form 5500 filing, the plan reports $987K in total end-of-year assets and covers 154 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 271503891, and the plan has been effective since 2024-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from N/A at the beginning of 2024 to $987K at year-end. Net assets (after liabilities) closed the year at $987K, with reported net income of $987K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | N/A |
| Total Assets (End of Year) | $987K |
| Net Assets (End of Year) | $987K |
| Net Income | $987K |
| Plan Type | Defined Benefit (Pension) |
| Employer EIN | 271503891 |
| Plan Effective Date | 2024-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (OCTOBER THREE MANAGEMENT SERVICES, INC.)
| 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.
- STATE FARM INSURANCE COMPANIES RETIREMENT PLAN FOR UNITED STATES EMPLOYEES $35.2B · 45,001
- JOHN DEERE PENSION PLAN FOR SALARIED EMPLOYEES $8.0B · 16,346
- ABBOTT LABORATORIES ANNUITY RETIREMENT PLAN $7.8B · 17,382
- EXELON CORPORATION RETIREMENT PROGRAM $6.4B · 9,116
- ABBVIE PENSION PLAN $4.4B · 14,619
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Frequently Asked Questions
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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 271503891.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.