401(k) · DOL Form 5500 · 2024
R J. O'brien & Associates, LLC. 401(k) Plan
Data updated 2026-08-25
- $108M
- Total assets Near avg plan size
- 373
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $290,430
- Avg per participant High balance/head
Official DOL plan name: R J. O'brien & Associates, LLC Profit Sharing and Savings Plan · Sponsored by R J. O'brien & Associates, LLC. · Illinois · Finance & Insurance
$108M in assets, 373 participants
R J. O'brien & Associates, LLC.'s R J. O'brien & Associates, LLC Profit Sharing and Savings Plan reported $108M in total assets and 373 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.
- #7,346 in Finance & Insurance (8,549 peers)
Coverage in Illinois
R J. O'brien & Associates, LLC Profit Sharing and Savings Plan covers 373 participants in Illinois, about 48% of the average Illinois filer (state average ~779 per filing). Assets: $108M.
- #7,346
- in Finance & Insurance (8,549 peers)
- +12.1%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
R J. O'brien & Associates, LLC Profit Sharing and Savings Plan's outsized position by total assets
R J. O'brien & Associates, LLC Profit Sharing and Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$108,330,245 Top 9% higher than 91% 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
R J. O'brien & Associates, LLC Profit Sharing and 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. R J. O'brien & Associates, LLC Profit Sharing and Savings Plan sits mid-pack in the medium band (373 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- R J. O'brien & Associates, LLC Profit Sharing and Savings Plan reported net income fell from $15M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- R J. O'brien & Associates, LLC Profit Sharing and Savings Plan end-of-year assets rose from $97M in the plan year 2023 filing to $108M in the plan year 2024 filing.
- R J. O'brien & Associates, LLC Profit Sharing and Savings Plan reported participants rose from 352 in the plan year 2023 filing to 373 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 562667517 · R J. O'brien & Associates, LLC. PY 2024 · 401(k)
R J. O'brien & Associates, LLC Profit Sharing and Savings Plan · $108M · 373 · 91st
- TYPE $108M
- NET 373
- BOOK 91st
- VS-ST 401(k)
- BOY near SEIU Affiliates' Officers and Employees Supplemental Retirement Savings 401(k) Plan
- SCH ind #7346
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 Finance & Insurance retirement plans → · Plans in Illinois →
R J. O'brien & Associates, LLC Profit Sharing and Savings Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $97M |
|---|---|
| Net Assets (End of Year) | $108M |
| Net Income | $12M |
| Employer EIN | 562667517 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (R J. O'brien & Associates, LLC.)
Sponsor-wide plan assets over time
All R J. O'brien & Associates, LLC. plans reported in each filing year
- Latest sponsor-wide plan assets
- $108M 33.30664458225326% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 352 | $81M |
| 2023 | 1 | 352 | $97M |
| 2024 | 1 | 373 | $108M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
R J. O'brien & Associates, LLC Profit Sharing and Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is SEIU Affiliates' Officers and Employees Supplemental Retirement Savings 401(k) Plan in DC ($108M); by covered participants it is Dura Bond Retirement Savings Plan in PA (373 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($108M here).
- SEIU Affiliates' Officers and Employees Supplemental Retirement Savings 401(k) Plan (DC) $108M · 1,248
- Ichor Systems, Inc. Retirement Savings Plan (TX) $108M · 1,190
- Wenger Corporation Retirement Savings Plan (MN) $108M · 550
- Raising Cane's Retirement Savings Plan (TX) $108M · 21,289
Similar participant headcount
Nearest other-state filings by covered participants (373 participants); asset peers above are excluded.
- Dura Bond Retirement Savings Plan (PA) 373 · 0 off
- Offerpad, LLC 401(k) Plan (AZ) 373 · 0 off
- Ncontracts 401(k) Plan (TN) 373 · 0 off
- Model 1 Commercial Vehicles in 401(k) Profit Sharing Plan & Trust (IN) 373 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.