401(k) · DOL Form 5500 · 2024

The O'connell Companies, Inc. 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
203
Participants Below avg headcount
82nd
Percentile by assets National rank
$199,945
Avg per participant Above avg balance/head
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Official DOL plan name: The O'connell Companies, Inc. 401(k) Plan · Sponsored by The O'connell Companies, Inc. · Massachusetts · Management of Enterprises

$41M in assets, 203 participants

The O'connell Companies, Inc.'s The O'connell Companies, Inc. 401(k) Plan reported $41M in total assets and 203 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #725 in Management of Enterprises (1,133 peers)

Coverage in Massachusetts

The O'connell Companies, Inc. 401(k) Plan covers 203 participants in Massachusetts, about 31% of the average Massachusetts filer (state average ~659 per filing). Assets: $41M.

#725
in Management of Enterprises (1,133 peers)
+7.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

The O'connell Companies, Inc. 401(k) Plan's outsized position by total assets

The O'connell Companies, Inc. 401(k) Plan vs every filed plan by assets

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

$40,588,912 Top 18% higher than 82% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

The O'connell Companies, Inc. 401(k) 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. The O'connell Companies, Inc. 401(k) Plan sits mid-pack in the medium band (203 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The O'connell Companies, Inc. 401(k) Plan reported net income rose from $526K in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • The O'connell Companies, Inc. 401(k) Plan end-of-year assets rose from $38M in the plan year 2023 filing to $41M in the plan year 2024 filing.
  • The O'connell Companies, Inc. 401(k) Plan reported participants fell from 211 in the plan year 2023 filing to 203 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 042669288 · The O'connell Companies, Inc. PY 2024 · 401(k)

The O'connell Companies, Inc. 401(k) Plan · $41M · 203 · 82nd

  • PCT $41M
  • PCT 203
  • PCT 82nd
  • PCT 401(k)
  • PCT near Customized Energy Solutions, Ltd 401(k) Plan
  • PCT ind #725

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 →

The O'connell Companies, Inc. 401(k) Plan in the asset neighbourhood

The O'connell Companies, Inc. 401(k) PlanThe O'connell Companies, Inc…$41MCustomized Energy Solutions, Ltd 401(k) PlanCustomized Energy Solutions,…$41MMangione Family Enterprises Retirement PlanMangione Family Enterprises …$41MPrimmer Piper Eggleston & Cramer 401(k) Savings PlanPrimmer Piper Eggleston & Cr…$41MChandler (U.S.a), Inc. 401(k) Thrift PlanChandler (U.S.a), Inc. 401(k…$41M
End-of-year total assets ($M) among The O'connell Companies, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$41M
Net Income$3M
Employer EIN042669288
Plan Effective Date1973-12-11
Filing StatusFILING RECEIVED

Sponsor Plan History (The O'connell Companies, Inc.)

Sponsor-wide plan assets over time

All The O'connell Companies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$101M 6.529277284177132% vs 2022
2024 filing year
$94M$96M$98M$100M$102M 202220232024 $94.8M $101M ▲ +6.5%
Year Plans Participants Total Assets
2022 2 392 $95M
2023 2 386 $99M
2024 2 359 $101M

Nearby 401(k) Plans in Massachusetts

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

The O'connell Companies, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants The O'connell Companies, Inc. 401(k) Plan, Total assets ($B): 0.040588912 · Participants: 203The O'connell Companies, Inc. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
The O'connell Companies, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare The O'connell Companies, Inc. 401(k) Plan side-by-side with 3 peers →

The O'connell Companies, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Customized Energy Solutions, Ltd 401(k) Plan in PA ($41M); by covered participants it is Ampco Contracting, Inc. 401(k) Prevailing Wage Plan in CA (203 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (203 participants); asset peers above are excluded.

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 The O'connell Companies, Inc. 401(k) Plan assets move in 2024? ▼
The O'connell Companies, Inc. 401(k) Plan grew at a solid clip - up 7.5% during 2024, from $38M to $41M. Reported net income was $3M.
How have The O'connell Companies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The O'connell Companies, Inc.'s sponsor-wide assets grew 6.5%, from $95M to $101M.
Where does The O'connell Companies, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
The O'connell Companies, Inc. 401(k) Plan ranks in the 82nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The O'connell Companies, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Customized Energy Solutions, Ltd 401(k) Plan in PA ($41M, 167 participants).
Which 401(k) plans cover a similar participant headcount to The O'connell Companies, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ampco Contracting, Inc. 401(k) Prevailing Wage Plan in CA (203 participants, $1M 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 042669288.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.