How big is Michael J. O'LEARY, M.D., Inc.'s plan?

Michael J. O'LEARY, M.D., Inc.'s plan reported $222K in assets and 1 participants for 2024.

Original filing (PDF)20251015160626NAL0010545810017

Michael J. O'LEARY, M.D., Inc.

Name: Michael J. O'LEARY, M.D., Inc. — Michael J. O'LEARY, Form 5500 (2024)
Creator: Michael J. O'LEARY, M.D., Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Michael J. O'LEARY, M.D., Inc. 401(k) Plan

401(k) retirement plan · Michael J. O'LEARY, M.D., Inc.'s Michael J. O'LEARY, M.D., Inc. 401(k) Plan held $222K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$222K

Net assets (EOY)

$222K

Plan identifiers

Michael J. O'LEARY, M.D., Inc.'s EIN is 33-0924769.

EIN 33-0924769

Plan number 005

Plan year 2024

ACK ID 20251015160626NAL0010545810017

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Michael J. O'LEARY, M.D., Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Michael J. O'LEARY, M.D., Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, profit-sharing.

Decision-maker contacts

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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 (89th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

MICHAEL J. O'LEARY, M.D., INC.

EIN

all filings

Address

3590 CAMINO DEL RIO N. · SUITE 101 · SAN DIEGO, CA · 92108

Phone

(619) 229-4903

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator