How big is O'CONNOR & Sons, Inc.'s plan?

O'CONNOR & Sons, Inc.'s plan reported $450K in assets and 4 participants for 2025.

Original filing (PDF)20260505224255NAL0002245490001

O'CONNOR & Sons, Inc.

Name: O'CONNOR & Sons, Inc. — O'CONNOR & Sons, Inc. 401(k), Form 5500 (2025)
Creator: O'CONNOR & Sons, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

O'CONNOR & Sons, Inc. 401(k) Plan

401(k) retirement plan · O'CONNOR & Sons, Inc.'s O'CONNOR & Sons, Inc. 401(k) Plan held $450K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$450K

Net assets (EOY)

$450K

Plan identifiers

O'CONNOR & Sons, Inc.'s EIN is 95-2699686.

EIN 95-2699686

Plan number 003

Plan year 2025

ACK ID 20260505224255NAL0002245490001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for O'CONNOR & Sons, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

O'CONNOR & Sons, Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (100th percentile).

Plan sponsor

Name

O'CONNOR & SONS, INC

EIN

all filings

Address

3905 STATE STREET · STE. 7-196 · SANTA BARBARA, CA · 931053138

Phone

(805) 330-2497

Industry

Admin Support & Waste Mgmt

Plan administrator