Plan5500

O'Rielly Motor Company — 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'Rielly Motor Company (EIN 86-0077638) is a plan sponsor located in Tucson, AZ 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
86-0077638
Location
Tucson, AZ
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'Rielly Motor Company

  • 2 loaded plans hold $10.6M in reported assets.
  • The largest, O'Rielly Motor Company & Affiliates Employee Investment/Savings Plan, holds 100% of this company's reported plan assets.
  • Plans cover 391 reported participants.
  • 1 of 2 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$10.6MSummed across loaded plans$10,623,970
Total reported assets$10.6M$10,623,970
Total reported participants391
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$10.6M total assets
Net assets$10.6MLiabilities$0
Contributions & income
Employer contributions$112.8K
Participant contributions$526.9K
Total income / additions$2.3M
Expenses & distributions
Benefits paid / distributions$1.1M
Total expenses$1.1M
Net increase / (decrease)$1.1M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation2 / 2 (100%)

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'Rielly Motor Company & Affiliates Employee Investment/Savings Plan
Participants per plan196Average 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'Rielly Motor Company & Affiliates Employee Investment/Savings Plan$10.6M
    Plan #002 · 208 participants · 2023
  2. 2
    O'Rielly Motor Company Welfare Plannot reported in the loaded dataset
    Plan #501 · 183 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'Rielly Motor Company. Open one for its full reported snapshot.

  1. 2023
    O'Rielly Motor Company & Affiliates Employee Investment/Savings Plan208 participants · 2Sch HSch C
    View filing →
  2. 2023
    O'Rielly Motor Company Welfare Plan183 participants · 2Sch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does O'Rielly Motor Company report on Form 5500?
O'Rielly Motor Company (EIN 86-0077638) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for O'Rielly Motor Company?
The Employer Identification Number (EIN) reported for O'Rielly Motor Company is 86-0077638.
What is the latest Form 5500 filing year for O'Rielly Motor Company?
The latest loaded Form 5500 filing year for O'Rielly Motor Company is 2023.

Related Form 5500 pages