401(k) · DOL Form 5500 · 2024
O'connor, Acciani and Levy Co., Lpa 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 65
- Participants Small participant base
- 59th
- Percentile by assets National rank
- $177,437
- Avg per participant Above avg balance/head
Official DOL plan name: O'connor, Acciani and Levy Co., Lpa Profit Sharing Plan · Sponsored by O'connor, Acciani and Levy Co., Lpa · Ohio · Professional & Technical Services
$12M in assets, 65 participants
O'connor, Acciani and Levy Co., Lpa's O'connor, Acciani and Levy Co., Lpa Profit Sharing Plan reported $12M in total assets and 65 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.
- #11,559 in Professional & Technical Services (20,173 peers)
2024 asset change
O'connor, Acciani and Levy Co., Lpa Profit Sharing Plan grew at a solid clip 13.4% in 2024 ($10M → $12M) for 65 participants.
- #11,559
- in Professional & Technical Services (20,173 peers)
- +13.4%
- assets growth YoY
O'connor, Acciani and Levy Co., Lpa Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
O'connor, Acciani and Levy Co., Lpa Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$11,533,433 Top 41% higher than 59% 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
O'connor, Acciani and Levy Co., Lpa Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. O'connor, Acciani and Levy Co., Lpa Profit Sharing Plan is a small filing (65 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 593777259 · O'connor, Acciani and Levy Co., Lpa PY 2024 · 401(k)
O'connor, Acciani and Levy Co., Lpa Profit Sharing Plan · $12M · 65 · 59th
- BOOK $12M
- VS-ST 65
- BOY 59th
- SCH 401(k)
- EBSA near Infirst Bank 401(k) Profit Sharing Plan
- PART ind #11559
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 Ohio →
O'connor, Acciani and Levy Co., Lpa Profit Sharing Plan in the asset neighbourhood
2024 asset-move particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $1M |
| Employer EIN | 593777259 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Aerospace Retirement Savings Plan $14.7B · 45,620
- The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
- The Progressive 401(k) Plan $11.5B · 62,521
- The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
- Parker Retirement Savings Plan $9.0B · 26,315
O'connor, Acciani and Levy Co., Lpa Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Infirst Bank 401(k) Profit Sharing Plan in PA ($12M); by covered participants it is Socal Auto & Truck Parts, Inc. 401(k) Plan in CA (65 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (65 participants); asset peers above are excluded.
- Socal Auto & Truck Parts, Inc. 401(k) Plan (CA) 65 · 0 off
- Strunk Hr, LLC 401(k) Plan (UT) 65 · 0 off
- Full Circle Ag 401(k) Plan (SD) 65 · 0 off
- The Exchange Bank of Alabama Retirement Plan (AL) 65 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.