O'Connor Company 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, O'Connor Company Inc. (EIN 46-0332893) is a plan sponsor located in Sioux Falls, SD with 1 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
46-0332893
Location
Sioux Falls, SD
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for O'Connor Company Inc.

  • 2 loaded plans hold $27M in reported assets.
  • The largest, O'Connor Company 401(K) Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 299 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$27MSummed across loaded plans$27,014,636
Total reported assets$27M$27,014,636
Total reported participants299
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$27M total assets
Net assets$27MLiabilities$0
Contributions & income
Employer contributions$582K
Participant contributions$1.2M
Total income / additions$5M
Expenses & distributions
Benefits paid / distributions$1.2M
Total expenses$1.3M
Net increase / (decrease)$3.7M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%O'Connor Company 401(K) Retirement Plan
Participants per plan150Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 175 participants · 2023
  2. 2
    O'Connor Company Flexible Benefits Plannot reported in the loaded dataset
    Plan #508 · 124 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for O'Connor Company Inc.. Open one for its full reported snapshot.

  1. 2023
    O'Connor Company 401(K) Retirement Plan175 participants · 2Sch HSch C
    View filing →
  2. 2023
    O'Connor Company Flexible Benefits Plan124 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does O'Connor Company Inc. report on Form 5500?
O'Connor Company Inc. (EIN 46-0332893) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for O'Connor Company Inc.?
The Employer Identification Number (EIN) reported for O'Connor Company Inc. is 46-0332893.
What is the latest Form 5500 filing year for O'Connor Company Inc.?
The latest loaded Form 5500 filing year for O'Connor Company Inc. is 2023.

Related Form 5500 pages