401(k) · DOL Form 5500 · 2024

O'connell Robertson, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets: 137
Participants Small participant base: 66th
Percentile by assets National rank: $118,263
Avg per participant Near avg balance/head

Official DOL plan name: O'connell Robertson, Inc. 401(k) Plan and Trust · Sponsored by O'connell Robertson, Inc. · Texas · Professional & Technical Services

$16M in assets, 137 participants

O'connell Robertson, Inc.'s O'connell Robertson, Inc. 401(k) Plan and Trust reported $16M in total assets and 137 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

#13,125 in Professional & Technical Services (20,173 peers)

Coverage in Texas

O'connell Robertson, Inc. 401(k) Plan and Trust covers 137 participants in Texas, about 20% of the average Texas filer (state average ~688 per filing). Assets: $16M.

#13,125
in Professional & Technical Services (20,173 peers): +16.7%
assets growth YoY

O'connell Robertson, Inc. 401(k) Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

O'connell Robertson, Inc. 401(k) Plan and Trust vs every filed plan by assets

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

$16,202,074 Top 34% higher than 66% 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'connell Robertson, Inc. 401(k) Plan and Trust 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'connell Robertson, Inc. 401(k) Plan and Trust sits mid-pack in the medium band (137 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

EBSA filing schedule strip

Filing strip 741733108 · O'connell Robertson, Inc. PY 2024 · 401(k)

O'connell Robertson, Inc. 401(k) Plan and Trust · $16M · 137 · 66th

PCT $16M
EIN 137
RANK 66th
PHOTO 401(k)
IND near Hayden Beverage Company 401(k) Profit Sharing Plan
EOY ind #13125

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 Texas →

End-of-year total assets ($M) among O'connell Robertson, Inc. 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)	$14M
Net Assets (End of Year)	$16M
Net Income	$2M
Employer EIN	741733108
Plan Effective Date	1991-02-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Texas

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

O'connell Robertson, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $43.1B · 109,889
Exxonmobil Savings Plan $23.7B · 21,990
Chevron Employee Savings Investment Plan $20.4B · 21,505
Caterpillar 401(k) Savings Plan $18.8B · 43,873
Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820

Compare O'connell Robertson, Inc. 401(k) Plan and Trust side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Hayden Beverage Company 401(k) Profit Sharing Plan in ID ($16M); by covered participants it is Ims Logistics 401(k) Employee Retirement Plan in MS (137 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Hayden Beverage Company 401(k) Profit Sharing Plan (ID) $16M · 551
Pep Printing, Inc. 401(k) Profit Sharing Plan (OR) $16M · 163
Legend Valve 401(k)Plan (MI) $16M · 136
Allen & Hoshall, Inc. Profit Sharing Plan (TN) $16M · 84

Similar participant headcount

Nearest other-state filings by covered participants (137 participants); asset peers above are excluded.

Ims Logistics 401(k) Employee Retirement Plan (MS) 137 · 0 off
Johnstone Supply of Detroit 401(k) Plan (MI) 137 · 0 off
Maval Industries, LLC 401(k) Plan (OH) 137 · 0 off
Lloyd Management Retirement Savings Plan (MN) 137 · 0 off

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 O'connell Robertson, Inc. 401(k) Plan and Trust assets move in 2024? ▼

O'connell Robertson, Inc. 401(k) Plan and Trust grew sharply - up 16.7% during 2024, from $14M to $16M. Reported net income was $2M.

Which 401(k) plans are similar in size to O'connell Robertson, Inc. 401(k) Plan and Trust? ▼

Among 401(k) plans in other states, the closest by assets is Hayden Beverage Company 401(k) Profit Sharing Plan in ID ($16M, 551 participants).

Which 401(k) plans cover a similar participant headcount to O'connell Robertson, Inc. 401(k) Plan and Trust? ▼

Among 401(k) plans in other states, the closest by covered participants is Ims Logistics 401(k) Employee Retirement Plan in MS (137 participants, $930K 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 741733108.