2023 Form 5500 filing — O'Reilly Automotive, Inc. Profit Sharing And Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241014083231NAL0013012435001) for O'Reilly Automotive, Inc. Profit Sharing And Savings Plan, reported by O'Reilly Automotive, Inc. under EIN 27-4358837 and plan number 002. It reports 85,057 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014083231NAL0013012435001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- O'Reilly Automotive, Inc.
- EIN
- 27-4358837
- Plan number
- 002
- Location
- Springfield, MO
- Participants
- 85,057
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,620,715,461
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,620,715,461
- Employer contributions
- $87,301,601
- Participant contributions
- $118,404,424
- Total income / additions
- $430,967,833
- Benefits paid
- $172,573,560
- Administrative expenses
- $2,856,073
- Total expenses
- $175,764,802
- Net increase / (decrease)
- $255,203,031
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $2,638,890 | $0 |
| Capfinancial Partners, LLC | INVESTMENT ADVISOR | $120,550 | not reported in the loaded dataset |
| Financial Engines | ADVISOR | $96,530 | not reported in the loaded dataset |