How big is William O'LEARY, PA's plan?

William O'LEARY, PA's plan reported $2.5M in assets and 3 participants for 2024.

Original filing (PDF)20250722105451NAL0005735794001

William O'LEARY, PA

Name: William O'LEARY, PA — O'LEARY 401(k) Profit Sharing, Form 5500 (2024)
Creator: William O'LEARY, PA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

O'LEARY 401(k) Profit Sharing Plan

401(k) retirement plan · William O'LEARY, PA's O'LEARY 401(k) Profit Sharing Plan held $2.5M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan identifiers

William O'LEARY, PA's EIN is 20-0875733.

EIN 20-0875733

Plan number 001

Plan year 2024

ACK ID 20250722105451NAL0005735794001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for William O'LEARY, PA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

William O'LEARY, PA'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 WILLIAM O'LEARY, PA.

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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 average account balance (85th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

WILLIAM O'LEARY, PA

EIN

all filings

Address

3430 KORI ROAD, SUITE 4 · JACKSONVILLE, FL · 32257

Phone

(904) 880-5554

Industry

Law Offices· Professional & Technical Services

Plan administrator