How big is Tobin, O'CONNOR & Ewing's plan?

Tobin, O'CONNOR & Ewing's plan reported $4.6M in assets and 10 participants for 2022.

Original filing (PDF)20230531143247NAL0020437857001

Tobin, O'CONNOR & Ewing

Name: Tobin, O'CONNOR & Ewing — Tobin, O'CONNOR & Ewing, Form 5500 (2022)
Creator: Tobin, O'CONNOR & Ewing
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tobin, O'CONNOR & Ewing 401(k) Profit Sharing Plan

401(k) retirement plan · Tobin, O'CONNOR & Ewing's Tobin, O'CONNOR & Ewing 401(k) Profit Sharing Plan held $4.6M in plan assets for 10 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

People on this filing

Stephen J. O'CONNOR signed Tobin, O'CONNOR & Ewing's 2022 Form 5500 as plan administrator.

Stephen J. O'CONNOR — 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

Tobin, O'CONNOR & Ewing's EIN is 52-1846918.

EIN 52-1846918

Plan number 001

Plan year 2022

ACK ID 20230531143247NAL0020437857001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Tobin, O'CONNOR & Ewing from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Tobin, O'CONNOR & Ewing's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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