How big is O'BRIEN Associates, Inc.'s plan?

O'BRIEN Associates, Inc.'s plan reported $3.3M in assets and 2 participants for 2024.

Original filing (PDF)20260129131555NAL0004288353001

O'BRIEN Associates, Inc.

Name: O'BRIEN Associates, Inc. — O'BRIEN Associates, Inc., Form 5500 (2024)
Creator: O'BRIEN Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

O'BRIEN Associates, Inc. Profit Sharing Plan

401(k) retirement plan · O'BRIEN Associates, Inc.'s O'BRIEN Associates, Inc. Profit Sharing Plan held $3.3M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

Plan identifiers

O'BRIEN Associates, Inc.'s EIN is 54-1428247.

EIN 54-1428247

Plan number 001

Plan year 2024

ACK ID 20260129131555NAL0004288353001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for O'BRIEN Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

O'BRIEN Associates, Inc.'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 O'BRIEN ASSOCIATES, INC..

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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