401(k) · DOL Form 5500 · 2024
O'shaughnessy Real Estate, Inc 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 105
- Participants Small participant base
- 61st
- Percentile by assets National rank
- $119,473
- Avg per participant Near avg balance/head
Official DOL plan name: Carolina One Retirement Plan · Sponsored by O'shaughnessy Real Estate, Inc · South Carolina · Real Estate
$13M in assets, 105 participants
O'shaughnessy Real Estate, Inc's Carolina One Retirement Plan reported $13M in total assets and 105 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.
- #3,559 in Real Estate (4,605 peers)
Coverage in South Carolina
Carolina One Retirement Plan covers 105 participants in South Carolina, about 28% of the average South Carolina filer (state average ~369 per filing). Assets: $13M.
- #3,559
- in Real Estate (4,605 peers)
- +10.9%
- assets growth YoY
Carolina One Retirement Plan's mid-pack asset rank among Real Estate and all filers
Carolina One Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$12,544,699 Top 39% higher than 61% 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
Carolina One 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. Carolina One Retirement Plan sits mid-pack in the medium band (105 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Carolina One Retirement Plan reported net income rose from $773K in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Carolina One Retirement Plan end-of-year assets rose from $11M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- Carolina One Retirement Plan reported participants rose from 103 in the plan year 2023 filing to 105 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 204997469 · O'shaughnessy Real Estate, Inc PY 2024 · 401(k)
Carolina One Retirement Plan · $13M · 105 · 61st
- 5500 $13M
- 5500 105
- 5500 61st
- 5500 401(k)
- 5500 near Dalb, Inc. 401(k) Profit Sharing Plan
- 5500 ind #3559
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 Real Estate retirement plans → · Plans in South Carolina →
Carolina One Retirement Plan in the asset neighbourhood
South Carolina filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $1M |
| Employer EIN | 204997469 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (O'shaughnessy Real Estate, Inc)
Sponsor-wide plan assets over time
All O'shaughnessy Real Estate, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 18.962216807180425% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 104 | $11M |
| 2023 | 1 | 103 | $11M |
| 2024 | 1 | 105 | $13M |
Nearby 401(k) Plans in South Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Michelin 401(k) Savings Plan $4.5B · 15,095
- The Savannah River Nuclear Solutions, LLC Defined Contribution Plan $2.8B · 9,296
- Sonoco Retirement & Savings Plan $1.7B · 11,813
- Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan $1.5B · 11,878
- The Milliken Retirement Plan $1.4B · 5,733
Carolina One Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside South Carolina, the nearest 401(k) by assets is Dalb, Inc. 401(k) Profit Sharing Plan in WV ($13M); by covered participants it is Medwest Associates, Inc. Profit Sharing Plan in IL (105 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (105 participants); asset peers above are excluded.
- Medwest Associates, Inc. Profit Sharing Plan (IL) 105 · 0 off
- Boys & Girls Clubs of St. Lucie County 401(k) Plan (FL) 105 · 0 off
- M2 Strategy, Inc. 401(k) Plan (VA) 105 · 0 off
- IRA Middleswarth & Son, Inc. 401(k) Plan (PA) 105 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.