Plan5500

O'Reilly Automotive, Inc. Profit Sharing And Savings Plan — Form 5500 plan (O'Reilly Automotive, Inc.)

Plain-English plan 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'Reilly Automotive, Inc. Profit Sharing And Savings Plan is a benefit plan reported by O'Reilly Automotive, Inc. under EIN 27-4358837 and plan number 002. The latest loaded filing year is 2023. The filing reports 85,057 participants and $1,620,715,461 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
O'Reilly Automotive, Inc.
EIN
27-4358837
Plan number
002
Plan type
2
Location
Springfield, MO
Latest filing year
2023
Participants
85,057
End-of-year plan assets
$1,620,715,461

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202385,057H, C20241014083231NAL0013012435001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,620,715,461
Total liabilities (EOY)
$0
Net assets (EOY)
$1,620,715,461
Net assets (BOY)
$1,365,374,209

Income & contributions

Employer contributions
$87,301,601
Participant contributions
$118,404,424
Total contributions
$212,070,021
Total income / additions
$430,967,833

Expenses & distributions

Benefits paid
$172,573,560
Administrative expenses
$2,856,073
Total expenses
$175,764,802
Net increase / (decrease)
$255,203,031

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$2,638,890$02023
Capfinancial Partners, LLCINVESTMENT ADVISOR$120,550not reported in the loaded dataset2023
Financial EnginesADVISOR$96,530not reported in the loaded dataset2023

Related Form 5500 pages