401(k) · DOL Form 5500 · 2024
O'donnell & Naccarato, Inc. 401(k) Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 111
- Participants Small participant base
- 72nd
- Percentile by assets National rank
- $193,568
- Avg per participant Above avg balance/head
Official DOL plan name: O'donnell & Naccarato Inc. Cash or Deferred Profit Sharing Plan · Sponsored by O'donnell & Naccarato, Inc. · Pennsylvania · Professional & Technical Services
$21M in assets, 111 participants
O'donnell & Naccarato, Inc.'s O'donnell & Naccarato Inc. Cash or Deferred Profit Sharing Plan reported $21M in total assets and 111 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.
- #14,328 in Professional & Technical Services (20,173 peers)
Coverage in Pennsylvania
O'donnell & Naccarato Inc. Cash or Deferred Profit Sharing Plan covers 111 participants in Pennsylvania, about 14% of the average Pennsylvania filer (state average ~822 per filing). Assets: $21M.
- #14,328
- in Professional & Technical Services (20,173 peers)
- +12.0%
- assets growth YoY
O'donnell & Naccarato Inc. Cash or Deferred Profit Sharing Plan's outsized position by total assets
O'donnell & Naccarato Inc. Cash or Deferred Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$21,485,994 Top 28% higher than 72% 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'donnell & Naccarato Inc. Cash or Deferred 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. O'donnell & Naccarato Inc. Cash or Deferred Profit Sharing Plan sits mid-pack in the medium band (111 participants).
Form 5500 schedule snapshot
Filing strip 222381252 · O'donnell & Naccarato, Inc. PY 2024 · 401(k)
O'donnell & Naccarato Inc. Cash or Deferred Profit Sharing Plan · $21M · 111 · 72nd
- EBSA $21M
- EBSA 111
- EBSA 72nd
- EBSA 401(k)
- EBSA near Foulke Management Corporation, Incorporated 401(k) Plan
- EBSA ind #14328
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 →
O'donnell & Naccarato Inc. Cash or Deferred Profit Sharing Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $2M |
| Employer EIN | 222381252 |
| Plan Effective Date | 1984-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (O'donnell & Naccarato, Inc.)
Sponsor-wide plan assets over time
All O'donnell & Naccarato, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $32M 197.59629325168132% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 71 | $11M |
| 2023 | 1 | 73 | $8M |
| 2024 | 2 | 203 | $32M |
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
O'donnell & Naccarato Inc. Cash or Deferred Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Foulke Management Corporation, Incorporated 401(k) Plan in NJ ($21M); by covered participants it is R.N. Industries Trucking, Inc. Profit Sharing Plan in UT (111 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
Similar participant headcount
Nearest other-state filings by covered participants (111 participants); asset peers above are excluded.
- R.N. Industries Trucking, Inc. Profit Sharing Plan (UT) 111 · 0 off
- Freedom Homecare Inc 401(k) Profit Sharing Plan & Trust (IL) 111 · 0 off
- Boettcher-Hlavinka 401(k) Plan (TX) 111 · 0 off
- Architectural Glass & Metal 401(k) Plan (IN) 111 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.