Defined Benefit (Pension) · DOL Form 5500 · 2024
The Oconnell Companies, Inc. Pension Plan
Data updated 2026-08-25
- $60M
- Total assets Below avg plan size
- 156
- Participants Small participant base
- 86th
- Percentile by assets National rank
- $387,260
- Avg per participant High balance/head
Official DOL plan name: Retirement Plan for Employees of the O'connell Companies, Inc. · Sponsored by The Oconnell Companies, Inc. · Massachusetts · Management of Enterprises
$60M in assets, 156 participants
The Oconnell Companies, Inc.'s Retirement Plan for Employees of the O'connell Companies, Inc. reported $60M in total assets and 156 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.
- #799 in Management of Enterprises (1,133 peers)
Coverage in Massachusetts
Retirement Plan for Employees of the O'connell Companies, Inc. covers 156 participants in Massachusetts, about 24% of the average Massachusetts filer (state average ~659 per filing). Assets: $60M.
- #799
- in Management of Enterprises (1,133 peers)
- -1.2%
- assets change YoY
- 0.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $732K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Retirement Plan for Employees of the O'connell Companies, Inc.'s outsized position by total assets
Retirement Plan for Employees of the O'connell Companies, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$60,412,576 Top 14% higher than 86% 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
Retirement Plan for Employees of the O'connell Companies, Inc. 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. Retirement Plan for Employees of the O'connell Companies, Inc. sits mid-pack in the medium band (156 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Retirement Plan for Employees of the O'connell Companies, Inc. reported net income fell from $4M in the plan year 2023 filing to -$732K in the plan year 2024 filing.
- Retirement Plan for Employees of the O'connell Companies, Inc. reported participants fell from 175 in the plan year 2023 filing to 156 in the plan year 2024 filing.
- Retirement Plan for Employees of the O'connell Companies, Inc. end-of-year assets fell from $61M in the plan year 2023 filing to $60M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 042669288 · The Oconnell Companies, Inc. PY 2024 · Defined Benefit (Pension)
Retirement Plan for Employees of the O'connell Companies, Inc. · $60M · 156 · 86th
- 5500 $60M
- 5500 156
- 5500 86th
- 5500 Defined Benefit (Pension)
- 5500 near The Retirement Benefit Plan for Sky Chefs for Officer, Management & Specialist and Non-Management, Non-Union Personnel
- 5500 ind #799
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 Management of Enterprises retirement plans → · Plans in Massachusetts →
Retirement Plan for Employees of the O'connell Companies, Inc. in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $61M |
|---|---|
| Net Assets (End of Year) | $60M |
| Net Income | -$732K |
| Employer EIN | 042669288 |
| Plan Effective Date | 1951-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Oconnell Companies, Inc.)
Sponsor-wide plan assets over time
All The Oconnell Companies, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $101M 6.529277284177132% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 392 | $95M |
| 2023 | 2 | 386 | $99M |
| 2024 | 2 | 359 | $101M |
Nearby Defined Benefit (Pension) Plans in Massachusetts
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Consolidated Cash Balance Program of Mass General Brigham and Member Organizations $11.6B · 60,621
- New England Teamsters Pension Fund $9.1B · 21,577
- Liberty Mutual Retirement Benefit Plan $6.3B · 34,910
- Massachusetts Institute of Technology Basic Retirement Plan $5.9B · 12,533
- N. Atlantic States Carp. Pension Fund $5.1B · 16,946
Retirement Plan for Employees of the O'connell Companies, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is The Retirement Benefit Plan for Sky Chefs for Officer, Management & Specialist and Non-Management, Non-Union Personnel in TX ($60M); by covered participants it is Atlanta Postal Credit Union Cash Balance Defined Benefit Plan and Trust in GA (156 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($60M here).
- The Retirement Benefit Plan for Sky Chefs for Officer, Management & Specialist and Non-Management, Non-Union Personnel (TX) $60M · 60
- Retirement Plan for Associates and Staff Employees of Curtis, Mallet-Prevost, Colt & Mosle LLP (NY) $60M · 126
- Hm/Fm Retirement Plan (CA) $60M · 80
- Houghton International Inc. Pension Plan (PA) $60M · 69
Similar participant headcount
Nearest other-state filings by covered participants (156 participants); asset peers above are excluded.
- Atlanta Postal Credit Union Cash Balance Defined Benefit Plan and Trust (GA) 156 · 0 off
- Defined Benefit Pension Plan for Employees of United Way of Central Alabama, Inc. (AL) 156 · 0 off
- Msg Entertainment Holdings, LLC Cash Balance Pension Plan (NY) 156 · 0 off
- Alaska Native Industries Employee Defined Benefit Pension Plan (WA) 156 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.