401(k) · DOL Form 5500 · 2024

Pkfod Management Company LLC 401(k) Plan

Data updated 2026-08-25

$336M
Total assets Above avg plan size: 1,971
Participants Near avg headcount: 96th
Percentile by assets National rank: $170,270
Avg per participant Above avg balance/head

Official DOL plan name: Pkf O'connor Davies 401(k) Savings & Retirement Plan · Sponsored by Pkfod Management Company LLC · New York · Professional & Technical Services

$336M in assets, 1,971 participants

Pkfod Management Company LLC's Pkf O'connor Davies 401(k) Savings & Retirement Plan reported $336M in total assets and 1,971 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.

#19,593 in Professional & Technical Services (20,173 peers)

Coverage in New York

Pkf O'connor Davies 401(k) Savings & Retirement Plan covers 1,971 participants in New York, 2.5x the typical New York plan (state average ~798 per filing). Assets: $336M.

#19,593
in Professional & Technical Services (20,173 peers): +23.1%
assets growth YoY: 3.4×
vs typical plan assets (national mean)

Pkf O'connor Davies 401(k) Savings & Retirement Plan's outsized position by total assets

Pkf O'connor Davies 401(k) Savings & Retirement Plan vs every filed plan by assets

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

$335,601,731 Top 4% higher than 96% 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

Pkf O'connor Davies 401(k) Savings & Retirement Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pkf O'connor Davies 401(k) Savings & Retirement Plan lands in the large band (1,971 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

EBSA filing schedule strip

Filing strip 883930271 · Pkfod Management Company LLC PY 2024 · 401(k)

Pkf O'connor Davies 401(k) Savings & Retirement Plan · $336M · 1,971 · 96th

VS-ST $336M
VS-ST 1,971
VS-ST 96th
VS-ST 401(k)
VS-ST near Sauder Woodworking Co. Retirement and 401(k) Plan
VS-ST ind #19593

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 New York →

End-of-year total assets ($M) among Pkf O'connor Davies 401(k) Savings & Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)	$273M
Net Assets (End of Year)	$336M
Net Income	$63M
Employer EIN	883930271
Plan Effective Date	1980-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in New York

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

Pkf O'connor Davies 401(k) Savings & Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401(k) Plan $60.4B · 52,674
Morgan Stanley 401(k) Plan $22.2B · 53,860
Pfizer Savings Plan $22.0B · 33,309
The Pepsico Savings Plan $14.9B · 137,398
The Goldman Sachs 401(k) Plan $12.8B · 23,227

Compare Pkf O'connor Davies 401(k) Savings & Retirement Plan side-by-side with 3 peers →

Pkf O'connor Davies 401(k) Savings & Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Sauder Woodworking Co. Retirement and 401(k) Plan in OH ($335M); by covered participants it is U.S. Oral Surgery Management, LLC Retirement Plan in TX (1,971 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($336M here).

Sauder Woodworking Co. Retirement and 401(k) Plan (OH) $335M · 1,803
Sysmex America, Inc. Profit Sharing and 401(k) Plan (IL) $336M · 1,297
Follett Retirement Savings Plan (IL) $335M · 5,403
National Life Group 401(k) Plan (VT) $335M · 1,397

Similar participant headcount

Nearest other-state filings by covered participants (1,971 participants); asset peers above are excluded.

U.S. Oral Surgery Management, LLC Retirement Plan (TX) 1,971 · 0 off
Pacificsource 401(k) Plan (OR) 1,971 · 0 off
Dunn Investment Company 401(k) Plan (AL) 1,971 · 0 off
Voyant Beauty, LLC 401(k) Plan (IL) 1,972 · 1 off

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 Pkf O'connor Davies 401(k) Savings & Retirement Plan assets move in 2024? ▼

Pkf O'connor Davies 401(k) Savings & Retirement Plan grew sharply - up 23.1% during 2024, from $273M to $336M. Reported net income was $63M.

Where does Pkf O'connor Davies 401(k) Savings & Retirement Plan rank by assets among Form 5500 filers? ▼

Pkf O'connor Davies 401(k) Savings & Retirement Plan ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to Pkf O'connor Davies 401(k) Savings & Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Sauder Woodworking Co. Retirement and 401(k) Plan in OH ($335M, 1,803 participants).

Which 401(k) plans cover a similar participant headcount to Pkf O'connor Davies 401(k) Savings & Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is U.S. Oral Surgery Management, LLC Retirement Plan in TX (1,971 participants, $238M 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 883930271.