How big is O'ROURKE & Company Incorporated's plan?

O'ROURKE & Company Incorporated's plan reported $654K in assets and 4 participants for 2024.

Original filing (PDF)20250522030825NAL0003841168001

O'ROURKE & Company Incorporated

Name: O'ROURKE & Company Incorporated — O'ROURKE & Company, Form 5500 (2024)
Creator: O'ROURKE & Company Incorporated
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

O'ROURKE & Company Incorporated 401(k) Plan

401(k) retirement plan · O'ROURKE & Company Incorporated's O'ROURKE & Company Incorporated 401(k) Plan held $654K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$654K

Net assets (EOY)

$654K

Plan identifiers

O'ROURKE & Company Incorporated's EIN is 04-2953358.

EIN 04-2953358

Plan number 002

Plan year 2024

ACK ID 20250522030825NAL0003841168001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for O'ROURKE & Company Incorporated from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

O'ROURKE & Company Incorporated's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for O'ROURKE & COMPANY INCORPORATED.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score