401(k) · DOL Form 5500 · 2024
Dauby O'connor & Zaleski, LLC 401(k) Plan
Data updated 2026-08-25
- $33M
- Total assets Below avg plan size
- 283
- Participants Below avg headcount
- 79th
- Percentile by assets National rank
- $117,418
- Avg per participant Below avg balance/head
Official DOL plan name: Dauby O'connor & Zaleski, LLC Retirement Plan · Sponsored by Dauby O'connor & Zaleski, LLC · Indiana · Professional & Technical Services
$33M in assets, 283 participants
Dauby O'connor & Zaleski, LLC's Dauby O'connor & Zaleski, LLC Retirement Plan reported $33M in total assets and 283 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.
- #15,958 in Professional & Technical Services (20,173 peers)
Where Dauby O'connor & Zaleski, LLC Retirement Plan sits by assets
Dauby O'connor & Zaleski, LLC Retirement Plan sits in the top quartile of all filed plans by assets, $33M for 283 participants (~$117,418/participant), up 19.0% in 2024.
- #15,958
- in Professional & Technical Services (20,173 peers)
- +19.0%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Dauby O'connor & Zaleski, LLC Retirement Plan's outsized position by total assets
Dauby O'connor & Zaleski, LLC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$33,229,360 Top 21% higher than 79% 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
Dauby O'connor & Zaleski, LLC Retirement 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. Dauby O'connor & Zaleski, LLC Retirement Plan sits mid-pack in the medium band (283 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Dauby O'connor & Zaleski, LLC Retirement Plan end-of-year assets rose from $28M in the plan year 2023 filing to $33M in the plan year 2024 filing.
- Dauby O'connor & Zaleski, LLC Retirement Plan reported participants rose from 273 in the plan year 2023 filing to 283 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 351750664 · Dauby O'connor & Zaleski, LLC PY 2024 · 401(k)
Dauby O'connor & Zaleski, LLC Retirement Plan · $33M · 283 · 79th
- BOOK $33M
- VS-ST 283
- BOY 79th
- SCH 401(k)
- EBSA near Rqm+ 401(k) Plan
- PART ind #15958
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 Indiana →
Dauby O'connor & Zaleski, LLC Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | $33M |
| Net Income | $5M |
| Employer EIN | 351750664 |
| Plan Effective Date | 1994-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Dauby O'connor & Zaleski, LLC)
Sponsor-wide plan assets over time
All Dauby O'connor & Zaleski, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $33M 46.939545837066774% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 247 | $23M |
| 2023 | 1 | 273 | $28M |
| 2024 | 1 | 283 | $33M |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Lilly Employee 401(k) Plan $13.1B · 19,977
- Elevance Health 401(k) Plan $12.1B · 73,120
- Cummins Retirement and Savings Plan $6.4B · 30,272
- Iu Health 401(k) Savings Plan $4.5B · 38,460
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $3.0B · 9,385
Dauby O'connor & Zaleski, LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Rqm+ 401(k) Plan in PA ($33M); by covered participants it is Jpi Retirement Plan in TX (283 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($33M here).
- Rqm+ 401(k) Plan (PA) $33M · 430
- Swank Motion Pictures, Inc. Employee Profit Sharing 401(k) Plan (MO) $33M · 156
- All Aboard America! Holdings, Inc. 401(k) Plan (CO) $33M · 1,441
- Todd & Weld 401(k) Profit Sharing Plan (MA) $33M · 83
Similar participant headcount
Nearest other-state filings by covered participants (283 participants); asset peers above are excluded.
- Jpi Retirement Plan (TX) 283 · 0 off
- Sentinel 401(k) and Profit Sharing Plan (CA) 283 · 0 off
- Dave Operating LLC 401(k) Plan (CA) 283 · 0 off
- Marine Layer 401(k) Plan (CA) 283 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.