Plan5500

O'Brien Group 401(K) Plan — Form 5500 plan (O'Brien Steel Service Co.)

Plain-English plan 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'Brien Group 401(K) Plan is a benefit plan reported by O'Brien Steel Service Co. under EIN 37-0991960 and plan number 333. The latest loaded filing year is 2023. The filing reports 477 participants and $23,956,447 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$24MPlan net assets, end of year$23,956,447
Participants477Covered participants reported
Assets / participant$50.2KComputed: assets ÷ participants$50,223 (computed)
Provider compensation$42.7K3 Schedule C provider row(s)$42,749
Plan sponsor
O'Brien Steel Service Co.
EIN
37-0991960
Plan number
333
Plan type
2
Location
Peoria, IL
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    477 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$24M total assets
Net assets$24MLiabilities$0
Money in vs. money out
Total income / additions$5.7M
Total expenses$2.1M
Benefits paid / distributions$2.1M
Contributions
Employer$707.1K
Participant$1.5M
Full reported line items

Net assets

Total assets (EOY)
$23,956,447
Total liabilities (EOY)
$0
Net assets (EOY)
$23,956,447
Net assets (BOY)
$20,361,767

Income & contributions

Employer contributions
$707,063
Participant contributions
$1,477,896
Total contributions
$2,184,959
Total income / additions
$5,734,941

Expenses & distributions

Benefits paid
$2,109,750
Administrative expenses
$30,511
Total expenses
$2,140,261
Net increase / (decrease)
$3,594,680
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 32%Participant 68%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income37%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Alliance Pension Consultants, LLC$30.5K
    RECORDKEEPER · Direct $30.5K
  2. 2
    Charles Schwab Trust Bank$12.2K
    CUSTODIAN · Direct $0 · Indirect $12.2K
  3. 3
    Charles Schwab And Co. Inc.$0
    CUSTODIAN · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the O'Brien Group 401(K) Plan?
O'Brien Group 401(K) Plan is reported as sponsored by O'Brien Steel Service Co. (EIN 37-0991960, plan number 333) in public Form 5500 filings.
What is the most recent Form 5500 filing year for O'Brien Group 401(K) Plan?
The latest Form 5500 filing year loaded for O'Brien Group 401(K) Plan is 2023.
How many participants does O'Brien Group 401(K) Plan report?
O'Brien Group 401(K) Plan reports 477 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for O'Brien Group 401(K) Plan?
O'Brien Group 401(K) Plan reports $23,956,447 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages