· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
WILNER & O'REILLY APLC — WILNER & O'REILLY, APLC CASH BALANCE PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251009170642NAL0006941489002
WILNER & O'REILLY APLC
Form 5500-SF
FILING_RECEIVED
WILNER & O'REILLY, APLC CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
62
Accounts w/ balance
—
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
75
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
WILNER & O'REILLY APLC
.
Find decision makers
Plan sponsor
Name
WILNER & O'REILLY APLC
EIN
20-0079637
Address
333 CITY BLVD. W · SUITE 1918 · ORANGE, CA · 92868
Phone
(714) 919-8880
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
1C · Cash balance or similar hybrid DB
1I · Frozen plan — no new benefit accrual
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
LLK, LLC
LLK, LLC PROFIT SHARING PLAN
$2.1M · 2 participants
ANDERSON & QUINN, LLC
ANDERSON & QUINN, LLC 401(K) PLAN
$2.1M · 7 participants
RICHARD A. IVERS, P.A.
LAW OFFICES OF RICHARD IVERS 401(K) PLAN
$2.1M · 2 participants
BILL HALL & ASSOCIATES, P.C.
BILL HALL & ASSOCIATES, P.C. 401(K) PLAN
$2.1M · 10 participants
QUARNSTROM & DOERING, PA
QUARNSTROM & DOERING, PA SAFE HARBOR 401(K) RETIREMENT PLAN
$2.1M · 8 participants
100
Knocking points off
Plan is frozen (1I) — no new benefit accrual.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
TALISMAN & DELORENZ, P.C.
TALISMAN & DELORENZ PC 401(K) RETIREMENT PLAN
$2.1M · 9 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
