How many benefit plans does The O'Connell Companies, Inc. report on Form 5500?

The O'Connell Companies, Inc. (EIN 04-2669288) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for The O'Connell Companies, Inc.?

The Employer Identification Number (EIN) reported for The O'Connell Companies, Inc. is 04-2669288.

What is the latest Form 5500 filing year for The O'Connell Companies, Inc.?

The latest loaded Form 5500 filing year for The O'Connell Companies, Inc. is 2023.

The O'Connell Companies, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, The O'Connell Companies, Inc. (EIN 04-2669288) is a plan sponsor located in Holyoke, MA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 04-2669288
Location: Holyoke, MA
Loaded plans: 3
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $98,898,276
Total reported liabilities (EOY): $8,441
Total reported net assets (EOY): $98,889,835

Contributions & income

Employer contributions: $748,864
Participant contributions: $1,721,711
Total income / additions: $14,581,103

Expenses & distributions

Benefits paid / distributions: $10,210,693
Total expenses: $10,502,282
Net increase / (decrease): $4,078,821

Coverage

Total reported participants: 1,021
Plans with financial statements: 2
Plans with provider compensation: 2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

The O'Connell Companies, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Retirement Plan For Employees Of The O'Connell Companies, Inc.	017	411	$61,153,117	2023
The O'Connell Companies, Inc. 401(K) Plan	027	317	$37,745,159	2023
The Oconnell Companies, Inc. Employee Benefits Plan	505	293	not reported in the loaded dataset	2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for The O'Connell Companies, Inc.
Year	Plan	Participants	Schedules	Filing
2023	The Oconnell Companies, Inc. Employee Benefits Plan	293	—	20240722112502NAL0010348113001
2023	The O'Connell Companies, Inc. 401(K) Plan	317	H, C	20240930123546NAL0005536369001
2023	Retirement Plan For Employees Of The O'Connell Companies, Inc.	411	H, C	20241011080319NAL0010718259001