401(k) · DOL Form 5500 · 2024
Tom O'brien Co. 401(k) Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 202
- Participants Below avg headcount
- 68th
- Percentile by assets National rank
- $89,628
- Avg per participant Below avg balance/head
Official DOL plan name: O'brien Automotive Group 401(k) Plan · Sponsored by Tom O'brien Co. · Indiana · Retail Trade
$18M in assets, 202 participants
Tom O'brien Co.'s O'brien Automotive Group 401(k) Plan reported $18M in total assets and 202 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.
- #6,364 in Retail Trade (8,048 peers)
Coverage in Indiana
O'brien Automotive Group 401(k) Plan covers 202 participants in Indiana, about 37% of the average Indiana filer (state average ~541 per filing). Assets: $18M.
- #6,364
- in Retail Trade (8,048 peers)
- +15.1%
- assets growth YoY
O'brien Automotive Group 401(k) Plan's outsized position by total assets
O'brien Automotive Group 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$18,104,885 Top 32% higher than 68% 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'brien Automotive Group 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. O'brien Automotive Group 401(k) Plan sits mid-pack in the medium band (202 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- O'brien Automotive Group 401(k) Plan end-of-year assets rose from $16M in the plan year 2023 filing to $18M in the plan year 2024 filing.
- O'brien Automotive Group 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- O'brien Automotive Group 401(k) Plan reported participants rose from 186 in the plan year 2023 filing to 202 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 350816380 · Tom O'brien Co. PY 2024 · 401(k)
O'brien Automotive Group 401(k) Plan · $18M · 202 · 68th
- PART $18M
- PART 202
- PART 68th
- PART 401(k)
- PART near Arrowstreet Inc. 401(k) Profit Sharing
- PART ind #6364
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 Retail Trade retirement plans → · Plans in Indiana →
O'brien Automotive Group 401(k) Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $2M |
| Employer EIN | 350816380 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Tom O'brien Co.)
Sponsor-wide plan assets over time
All Tom O'brien Co. plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 39.381738559% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 193 | $13M |
| 2023 | 1 | 186 | $16M |
| 2024 | 1 | 202 | $18M |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Lilly Employee 401(k) Plan $13.1B · 19,977
- Elevance Health 401(k) Plan $12.1B · 73,120
- Cummins Retirement and Savings Plan $6.4B · 30,272
- Iu Health 401(k) Savings Plan $4.5B · 38,460
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $3.0B · 9,385
O'brien Automotive Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Arrowstreet Inc. 401(k) Profit Sharing in MA ($18M); by covered participants it is Servall Termite Company Profit Sharing 401(k) Plan in TN (202 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
- Arrowstreet Inc. 401(k) Profit Sharing (MA) $18M · 56
- Redbubble Inc. 401(k) Plan (CA) $18M · 144
- Daniel Defense, LLC Employees Savings Plan (GA) $18M · 288
- Awa 401(k) Plan (NJ) $18M · 483
Similar participant headcount
Nearest other-state filings by covered participants (202 participants); asset peers above are excluded.
- Servall Termite Company Profit Sharing 401(k) Plan (TN) 202 · 0 off
- Usasf, LLC 401(k) Plan (DE) 202 · 0 off
- Cortec 401(k) Plan (LA) 202 · 0 off
- Ross Downing Chevrolet, Inc. 401(k) Plan (LA) 202 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.