How big is Oconnor Management, LLC's plan?

Oconnor Management, LLC's plan reported $22.6M in assets and 42 participants for 2024.

Original filing (PDF)20250911154120NAL0001601282001

Oconnor Management, LLC

Name: Oconnor Management, LLC — J.W.O'CONNOR & Co., Inc., Form 5500 (2024)
Creator: Oconnor Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

J.W.O'CONNOR & Co., Inc. 401(k) Plan

401(k) retirement plan · Oconnor Management, LLC's J.W.O'CONNOR & Co., Inc. 401(k) Plan held $22.6M in plan assets for 42 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$22.6M

Net assets (EOY)

$22.6M

People on this filing

Natina Rotolo signed Oconnor Management, LLC's 2024 Form 5500 as plan administrator.

Natina Rotolo — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Oconnor Management, LLC's EIN is 13-4034306.

EIN 13-4034306

Plan number 001

Plan year 2024

ACK ID 20250911154120NAL0001601282001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Oconnor Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Oconnor Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OCONNOR MANAGEMENT, LLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

OCONNOR MANAGEMENT, LLC

EIN

all filings

Address

535 MADISON AVENUE · 6TH FLOOR · NEW YORK, NY · 10022

Phone

(212) 546-0841

Industry

Real Estate

Plan administrator