Who uses O'Sullivan Associates?

40 retirement plans list O'Sullivan Associates as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Operating Engineers Local No. 825 Pension Fund, IBEW Local 1249 Pension Fund Board of Trustees, BD of Trustees-Structural Iw #1 Pension Plan, Board of Trustees of the Road Carriers Local 707 Pension Fund and Board of Trustees of United Teamster Pension Fund a. Most client plans are sponsored in NY, NJ and IL.

How many plans does O'Sullivan Associates serve?

O'Sullivan Associates serves 40 retirement plans with $7.7B in plan assets and 74,548 participants, based on the latest Form 5500 filings through 2024.

What does O'Sullivan Associates charge?

Plans reported $1.7M in total Schedule C compensation paid to O'Sullivan Associates. The median plan paid $43K. Fees vary with plan size and the services each plan buys.

Filings through Oct 24, 2026.

O'Sullivan Associates

Matched across 13 name variants in the filings

O'Sullivan Associates summary

O'Sullivan Associates appears on 40 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $7.7B in assets for 74,548 participants. The median client plan holds $101M. Most client plans are sponsored in NY, NJ and IL. The largest clients by plan assets are Operating Engineers Local No. 825 Pension Fund, IBEW Local 1249 Pension Fund Board of Trustees and BD of Trustees-Structural Iw #1 Pension Plan. Plans reported $1.7M in direct and indirect compensation paid to O'Sullivan Associates. The median is $43K per plan.

Participants: 74,548
Median plan assets: $101M
Median plan participants: 1,390
Median fees per plan: $43K; Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

Sponsor	State	Assets	Participants
Operating Engineers Local No. 825 Pension Fund	NJ	$1.2B	11,674
IBEW Local 1249 Pension Fund Board of Trustees	NY	$793M	5,286
BD of Trustees-Structural Iw #1 Pension Plan	IL	$729M	3,206
Board of Trustees of the Road Carriers Local 707 Pension Fund	NY	$664M	3,554
Board of Trustees of United Teamster Pension Fund a	NY	$380M	6,816
Roofers Local 149 Pension Fund	MI	$334M	2,553
Joint Board of Trustees of the Ua Local 190 Pension Plan	MI	$286M	2,629
Board of Trustees of Pension Fund Private Sanitation Union Local 813 I	NY	$285M	3,290
Trustees of Local No. 41 Pension Plan	NY	$285M	1,409
Trustees of Local 697 I.B.E.W. & Elect Industry Pension Fund	IN	$274M	1,850
Board of Trustees of the Rockford Pipe Trades Industry Pension Fund	IL	$229M	1,029
Rochester Laborers Pension Fund	NY	$219M	1,844
Board of Trustees Local 805	NY	$177M	1,923
Trustees of Teamsters Local No. 469 Pension Fund	NJ	$163M	1,370
Board of Trustees Teamsters Local 945 Pension Fund	NJ	$145M	2,640
BD of Trustees of Paper Products, Misc. Chauffeurs, Warehousemen, Help	NY	$140M	1,658
Board of Trustees of Laborers 785 Pension Plan	NY	$131M	1,276
Board of Trustees of Local 1034 Pension Fund	NY	$117M	1,190
Board of Trustees of Local 138 Pension Trust Fund	NY	$113M	1,548
Trustees of the Upstate New York Bakery Drivers and Industry Pension F	NY	$105M	2,265
Trustees of Plumbers Pipe Fitters & Apprentices Local 112 Pension Fund	NY	$97.6M	827
Board of Trustees Bakery Drivers Local 802 Pension Fund	NY	$83.6M	1,540
Trustees of Laborers Local 754 Pension Plan	NY	$83.2M	609
Board of Trustees Rochester Laborers Annuity Fund	NY	$78.1M	1,859
Board of Trustees of Local 111 Pension Fund	NY	$76.2M	1,626

Operating Engineers Local No. 825 Pension Fund$1.2B
NJParticipants 11,674
IBEW Local 1249 Pension Fund Board of Trustees$793M
NYParticipants 5,286
BD of Trustees-Structural Iw #1 Pension Plan$729M
ILParticipants 3,206
Board of Trustees of the Road Carriers Local 707 Pension Fund$664M
NYParticipants 3,554
Board of Trustees of United Teamster Pension Fund a$380M
NYParticipants 6,816
Roofers Local 149 Pension Fund$334M
MIParticipants 2,553
Joint Board of Trustees of the Ua Local 190 Pension Plan$286M
MIParticipants 2,629
Board of Trustees of Pension Fund Private Sanitation Union Local 813 I$285M
NYParticipants 3,290
Trustees of Local No. 41 Pension Plan$285M
NYParticipants 1,409
Trustees of Local 697 I.B.E.W. & Elect Industry Pension Fund$274M
INParticipants 1,850
Board of Trustees of the Rockford Pipe Trades Industry Pension Fund$229M
ILParticipants 1,029
Rochester Laborers Pension Fund$219M
NYParticipants 1,844
Board of Trustees Local 805$177M
NYParticipants 1,923
Trustees of Teamsters Local No. 469 Pension Fund$163M
NJParticipants 1,370
Board of Trustees Teamsters Local 945 Pension Fund$145M
NJParticipants 2,640
BD of Trustees of Paper Products, Misc. Chauffeurs, Warehousemen, Help$140M
NYParticipants 1,658
Board of Trustees of Laborers 785 Pension Plan$131M
NYParticipants 1,276
Board of Trustees of Local 1034 Pension Fund$117M
NYParticipants 1,190
Board of Trustees of Local 138 Pension Trust Fund$113M
NYParticipants 1,548
Trustees of the Upstate New York Bakery Drivers and Industry Pension F$105M
NYParticipants 2,265
Trustees of Plumbers Pipe Fitters & Apprentices Local 112 Pension Fund$97.6M
NYParticipants 827
Board of Trustees Bakery Drivers Local 802 Pension Fund$83.6M
NYParticipants 1,540
Trustees of Laborers Local 754 Pension Plan$83.2M
NYParticipants 609
Board of Trustees Rochester Laborers Annuity Fund$78.1M
NYParticipants 1,859
Board of Trustees of Local 111 Pension Fund$76.2M
NYParticipants 1,626

Top client states

NY26 plans
NJ6 plans
IL3 plans
MI2 plans
IA1 plan

Frequently asked questions

Who uses O'Sullivan Associates?: 40 retirement plans list O'Sullivan Associates as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Operating Engineers Local No. 825 Pension Fund, IBEW Local 1249 Pension Fund Board of Trustees, BD of Trustees-Structural Iw #1 Pension Plan, Board of Trustees of the Road Carriers Local 707 Pension Fund and Board of Trustees of United Teamster Pension Fund a. Most client plans are sponsored in NY, NJ and IL.
How many plans does O'Sullivan Associates serve?: O'Sullivan Associates serves 40 retirement plans with $7.7B in plan assets and 74,548 participants, based on the latest Form 5500 filings through 2024.
What does O'Sullivan Associates charge?: Plans reported $1.7M in total Schedule C compensation paid to O'Sullivan Associates. The median plan paid $43K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served40+1 YoYRank #456 of mapped providers

Assets under administration$7.7B0.0%Rank #1599 by share of filed assets

Fees received$2MMedian $42,836/planSum across Schedule C direct + indirect

Net wins YoY-10 won - 1 lostPlan-level switch detection

Plans served · 5-year trajectory

Plan count by year, with the share of all plans.

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Customer-base shape

Participant bands, asset bands, top states and top industries.

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