Tom O'brien Co. 401(k) Plan: Login, Facts & Contact Information

Tom O'brien Co. 401(k) Plan Facts

Plan name
O'BRIEN AUTOMOTIVE GROUP 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
TOM O'BRIEN CO.
Participants
229 (208 active employees)
Former employees with a balance
49
Plan assets
$18,104,885 at Dec 31, 2024
Average account balance
$90,524 across 200 accounts
Employer contributions
$65,073 in plan year 2024 (7% of all contributions)
Recordkeeper
Ascensus Llc
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1992
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Nov 20, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $974,903 went into the plan in contributions, $65,073 of it from the employer (7%).
  • $688,465 was paid out to participants.
  • Investment and other income added $2.25 million.
  • Administrative expenses were $63,002, about $315 per account.

How the Tom O'brien Co. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019246$13.1 million$59,195$804,629
2020234$15.2 million$60,267$704,516
2021216$16.8 million$71,137$1.16 million
2022220$13.0 million$75,001$1.32 million
2023223$15.7 million$75,197$406,665
2024229$18.1 million$65,073$688,465

Tom O'brien Co. 401(k) Contact Information

Phone
317-805-4408
Mailing address
4630 E. 96TH ST., INDIANAPOLIS IN 46240
Plan sponsor
TOM O'BRIEN CO.
Employer identification number (EIN)
35-0816380
Plan number
001

Questions about the Tom O'brien Co. 401(k)

Does Tom O'brien Co contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $65,073, 7% of all contributions.

Does the Tom O'brien Co 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Tom O'brien Co 401(k) plan?

229 participants at the start of plan year 2024, 208 of them active employees, and 49 former employees who still had money in the plan.

What is the average 401(k) balance at Tom O'brien Co?

About $90,524 per account: $18.1 million in plan assets across 200 accounts with a balance at the end of plan year 2024.

Who manages the Tom O'brien Co 401(k) accounts?

Ascensus (listed on the filing as ASCENSUS LLC) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Tom O'brien Co. How do I access my 401(k)?

Your account stays with Ascensus after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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