Plan5500

O'Rouke Bros Inc — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, O'Rouke Bros Inc (EIN 42-1039137) is a plan sponsor located in Davenport, IA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
42-1039137
Location
Davenport, IA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for O'Rouke Bros Inc

  • 2 loaded plans hold $16.7M in reported assets.
  • The largest, O'Rourke Bros., Inc. 401(K) Profit Sharing Plan, holds 100% of this company's reported plan assets.
  • Plans cover 241 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$16.7MSummed across loaded plans$16,749,900
Total reported assets$16.7M$16,749,900
Total reported participants241
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$16.7M total assets
Net assets$16.7MLiabilities$0
Contributions & income
Employer contributions$239.1K
Participant contributions$685.2K
Total income / additions$4.2M
Expenses & distributions
Benefits paid / distributions$1.9M
Total expenses$1.9M
Net increase / (decrease)$2.2M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%O'Rourke Bros., Inc. 401(K) Profit Sharing Plan
Participants per plan121Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    O'Rourke Bros., Inc. 401(K) Profit Sharing Plan$16.7M
    Plan #001 · 117 participants · 2023
  2. 2
    O'Rourke Bros, Inc. Health & Welfare Benefits Plannot reported in the loaded dataset
    Plan #501 · 124 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for O'Rouke Bros Inc. Open one for its full reported snapshot.

  1. 2023
    O'Rourke Bros, Inc. Health & Welfare Benefits Plan124 participants · 2No schedules
    View filing →
  2. 2023
    O'Rourke Bros., Inc. 401(K) Profit Sharing Plan117 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does O'Rouke Bros Inc report on Form 5500?
O'Rouke Bros Inc (EIN 42-1039137) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for O'Rouke Bros Inc?
The Employer Identification Number (EIN) reported for O'Rouke Bros Inc is 42-1039137.
What is the latest Form 5500 filing year for O'Rouke Bros Inc?
The latest loaded Form 5500 filing year for O'Rouke Bros Inc is 2023.

Related Form 5500 pages