401(k) · DOL Form 5500 · 2024
Marks, O'neill, O'brien, Doherty & Kelly, P.C. 401(k) Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 156
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $131,464
- Avg per participant Near avg balance/head
Official DOL plan name: Marks, O'neill, O'brien, Doherty & Kelly, P.C. 401(k) Profit Sharing Plan · Sponsored by Marks, O'neill, O'brien, Doherty & Kelly, P.C. · Pennsylvania · Professional & Technical Services
$21M in assets, 156 participants
Marks, O'neill, O'brien, Doherty & Kelly, P.C.'s Marks, O'neill, O'brien, Doherty & Kelly, P.C. 401(k) Profit Sharing Plan reported $21M in total assets and 156 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.
- #14,128 in Professional & Technical Services (20,173 peers)
Coverage in Pennsylvania
Marks, O'neill, O'brien, Doherty & Kelly, P.C. 401(k) Profit Sharing Plan covers 156 participants in Pennsylvania, about 19% of the average Pennsylvania filer (state average ~822 per filing). Assets: $21M.
- #14,128
- in Professional & Technical Services (20,173 peers)
- +17.8%
- assets growth YoY
Marks, O'neill, O'brien, Doherty & Kelly, P.C. 401(k) Profit Sharing Plan's outsized position by total assets
Marks, O'neill, O'brien, Doherty & Kelly, P.C. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$20,508,394 Top 29% higher than 71% 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
Marks, O'neill, O'brien, Doherty & Kelly, P.C. 401(k) Profit Sharing 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. Marks, O'neill, O'brien, Doherty & Kelly, P.C. 401(k) Profit Sharing Plan sits mid-pack in the medium band (156 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Marks, O'neill, O'brien, Doherty & Kelly, P.C. 401(k) Profit Sharing Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Marks, O'neill, O'brien, Doherty & Kelly, P.C. 401(k) Profit Sharing Plan end-of-year assets rose from $17M in the plan year 2023 filing to $21M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 232421281 · Marks, O'neill, O'brien, Doherty & Kelly, P.C. PY 2024 · 401(k)
Marks, O'neill, O'brien, Doherty & Kelly, P.C. 401(k) Profit Sharing Plan · $21M · 156 · 71st
- 5500 $21M
- ASSETS 156
- PCT 71st
- EIN 401(k)
- RANK near Persona Signs, LLC 401(k) Retirement Savings Plan
- PHOTO ind #14128
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 Pennsylvania →
Marks, O'neill, O'brien, Doherty & Kelly, P.C. 401(k) Profit Sharing Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $3M |
| Employer EIN | 232421281 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Marks, O'neill, O'brien, Doherty & Kelly, P.C.)
Sponsor-wide plan assets over time
All Marks, O'neill, O'brien, Doherty & Kelly, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 30.4658332145838% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 141 | $16M |
| 2023 | 1 | 155 | $17M |
| 2024 | 1 | 156 | $21M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
Marks, O'neill, O'brien, Doherty & Kelly, P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Persona Signs, LLC 401(k) Retirement Savings Plan in SD ($21M); by covered participants it is Z & Z Holding Company, Inc. 401(k) Profit Sharing Plan in OR (156 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
- Persona Signs, LLC 401(k) Retirement Savings Plan (SD) $21M · 428
- Kraft & Kennedy, Inc. 401(k) Profit Sharing Plan (NY) $21M · 141
- Greenfield Rehabilitation Agency Inc. Employees' 401(k) Retirement Savings Plan (WI) $21M · 377
- 403(b) Thrift Plan of Guide Dog Foundation for the Blind, Inc. (NY) $21M · 149
Similar participant headcount
Nearest other-state filings by covered participants (156 participants); asset peers above are excluded.
- Z & Z Holding Company, Inc. 401(k) Profit Sharing Plan (OR) 156 · 0 off
- Wecare Tlc, LLC 401(k) Profit Sharing Plan (FL) 156 · 0 off
- Boone Drugs, Inc. Savings Plus Plan (NC) 156 · 0 off
- Bauer Equipment America Inc 401(k) Plan (TX) 156 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.