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

William O'LEARY, PA's plan reported $974K in assets and 3 participants for 2024.

Original filing (PDF)20250722110812NAL0001272115001

William O'LEARY, PA

Name: William O'LEARY, PA — O'LEARY Cash Balance Pension, Form 5500 (2024)
Creator: William O'LEARY, PA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

O'LEARY Cash Balance Pension Plan

Defined-benefit pension plan · William O'LEARY, PA's O'LEARY Cash Balance Pension Plan held $974K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$974K

Net assets (EOY)

$974K

Plan identifiers

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

EIN 20-0875733

Plan number 002

Plan year 2024

ACK ID 20250722110812NAL0001272115001

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 a cash-balance formula.

Decision-maker contacts

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

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score