Marks, O'Neill, O'Brien, Doherty & Kelly PC
Plan context: Marks, O'Neill, O'Brien, Doherty & Kelly PC. 401(K) Profit Sharing Plan
EIN 23-2421281 • 42 filings • 12 plans
Current Snapshot
Latest Year
2025
2025 Participants
111
2025 Assets
$20,508,394
2025 Contributions
$1,509,745
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 111 | $0 | $0 | - |
| Marks, O'Neill, O'Brien, Doherty & Kelly PC Employee Benefit Plan | - | 111 | - | - | - |
| 2024 | 2 | 183 | $20,508,394 | $1,509,745 | $8,250iApproximate average salary by contribution assumption: employee only about $206,249 at 4% or $137,500 at 6%; with 50% employer match about $137,500 at 4% or $91,666 at 6%; with 100% employer match about $103,125 at 4% or $68,750 at 6%. |
| Marks, O'Neill, O'Brien, Doherty & Kelly PC. 401(K) Profit Sharing Plan | - | 183 | $20,508,394 | $1,509,745 | $8,250iApproximate average salary by contribution assumption: employee only about $206,249 at 4% or $137,500 at 6%; with 50% employer match about $137,500 at 4% or $91,666 at 6%; with 100% employer match about $103,125 at 4% or $68,750 at 6%. |
| Marks, O'Neill, O'Brien, Doherty & Kelly PC Employee Benefit Plan | - | 140 | - | - | - |
| 2023 | 2 | 174 | $17,415,029 | $1,308,601 | $7,521iApproximate average salary by contribution assumption: employee only about $188,017 at 4% or $125,345 at 6%; with 50% employer match about $125,345 at 4% or $83,563 at 6%; with 100% employer match about $94,009 at 4% or $62,672 at 6%. |
| Marks, O'Neill, O'Brien, Doherty & Kelly PC. 401(K) Profit Sharing Plan | - | 156 | $17,415,029 | $1,308,601 | $8,388iApproximate average salary by contribution assumption: employee only about $209,712 at 4% or $139,808 at 6%; with 50% employer match about $139,808 at 4% or $93,205 at 6%; with 100% employer match about $104,856 at 4% or $69,904 at 6%. |
| Marks, O'Neill, O'Brien, Doherty & Kelly PC Employee Benefit Plan | - | 174 | - | - | - |
| 2022 | 2 | 155 | $15,719,360 | $1,131,383 | $7,299iApproximate average salary by contribution assumption: employee only about $182,481 at 4% or $121,654 at 6%; with 50% employer match about $121,654 at 4% or $81,103 at 6%; with 100% employer match about $91,241 at 4% or $60,827 at 6%. |
| Marks, O'Neill, O'Brien, Doherty & Kelly PC. 401(K) Profit Sharing Plan | - | 155 | $15,719,360 | $1,131,383 | $7,299iApproximate average salary by contribution assumption: employee only about $182,481 at 4% or $121,654 at 6%; with 50% employer match about $121,654 at 4% or $81,103 at 6%; with 100% employer match about $91,241 at 4% or $60,827 at 6%. |
| Marks, O'Neill, O'Brien, Doherty & Kelly PC Employee Benefit Plan | - | 111 | - | - | - |
| 2021 | 2 | 141 | $19,085,845 | $1,260,921 | $8,943iApproximate average salary by contribution assumption: employee only about $223,568 at 4% or $149,045 at 6%; with 50% employer match about $149,045 at 4% or $99,363 at 6%; with 100% employer match about $111,784 at 4% or $74,523 at 6%. |
| Marks, O'Neill, O'Brien, Doherty & Kelly PC. 401(K) Profit Sharing Plan | - | 141 | $19,085,845 | $1,260,921 | $8,943iApproximate average salary by contribution assumption: employee only about $223,568 at 4% or $149,045 at 6%; with 50% employer match about $149,045 at 4% or $99,363 at 6%; with 100% employer match about $111,784 at 4% or $74,523 at 6%. |
| Marks, O'Neill, O'Brien, Doherty & Kelly PC Employee Benefit Plan | - | 113 | - | - | - |
| 2020 | 2 | 155 | $17,007,839 | $1,151,231 | $7,427iApproximate average salary by contribution assumption: employee only about $185,682 at 4% or $123,788 at 6%; with 50% employer match about $123,788 at 4% or $82,526 at 6%; with 100% employer match about $92,841 at 4% or $61,894 at 6%. |
| Marks, O'Neill, O'Brien, Doherty & Kelly PC. 401(K) Profit Sharing Plan | - | 141 | $17,007,839 | $1,151,231 | $8,165iApproximate average salary by contribution assumption: employee only about $204,119 at 4% or $136,079 at 6%; with 50% employer match about $136,079 at 4% or $90,720 at 6%; with 100% employer match about $102,059 at 4% or $68,040 at 6%. |
| Marks, O'Neill, O'Brien, Doherty & Kelly PC Employee Benefit Plan | - | 155 | - | - | - |
| 2019 | 2 | 182 | $14,902,873 | $1,260,264 | $6,925iApproximate average salary by contribution assumption: employee only about $173,113 at 4% or $115,409 at 6%; with 50% employer match about $115,409 at 4% or $76,939 at 6%; with 100% employer match about $86,557 at 4% or $57,704 at 6%. |
| Marks, O'Neill, O'Brien, Doherty & Kelly PC. 401(K) Profit Sharing Plan | - | 182 | $14,902,873 | $1,260,264 | $6,925iApproximate average salary by contribution assumption: employee only about $173,113 at 4% or $115,409 at 6%; with 50% employer match about $115,409 at 4% or $76,939 at 6%; with 100% employer match about $86,557 at 4% or $57,704 at 6%. |
| Marks, O'Neill, O'Brien, Doherty & Kelly PC Employee Benefit Plan | - | 180 | - | - | - |
| 2018 | 2 | 184 | $11,761,925 | $928,684 | $5,047iApproximate average salary by contribution assumption: employee only about $126,180 at 4% or $84,120 at 6%; with 50% employer match about $84,120 at 4% or $56,080 at 6%; with 100% employer match about $63,090 at 4% or $42,060 at 6%. |
| Marks, O'Neill, O'Brien, Doherty & Kelly PC. 401(K) Profit Sharing Plan | - | 133 | $11,761,925 | $928,684 | $6,983iApproximate average salary by contribution assumption: employee only about $174,565 at 4% or $116,376 at 6%; with 50% employer match about $116,376 at 4% or $77,584 at 6%; with 100% employer match about $87,282 at 4% or $58,188 at 6%. |
| Marks, O'Neill, O'Brien, Doherty & Kelly PC Employee Benefit Plan | - | 184 | - | - | - |
| 2017 | 2 | 159 | $12,411,462 | $845,491 | $5,318iApproximate average salary by contribution assumption: employee only about $132,939 at 4% or $88,626 at 6%; with 50% employer match about $88,626 at 4% or $59,084 at 6%; with 100% employer match about $66,469 at 4% or $44,313 at 6%. |
| Marks, O'Neill, O'Brien, Doherty & Kelly PC. 401(K) Profit Sharing Plan | - | 132 | $12,411,462 | $845,491 | $6,405iApproximate average salary by contribution assumption: employee only about $160,131 at 4% or $106,754 at 6%; with 50% employer match about $106,754 at 4% or $71,169 at 6%; with 100% employer match about $80,065 at 4% or $53,377 at 6%. |
| Marks, O'Neill, O'Brien, Doherty & Kelly PC Employee Benefit Plan | - | 159 | - | - | - |
| 2016 | 2 | 135 | $10,717,036 | $896,295 | $6,639iApproximate average salary by contribution assumption: employee only about $165,981 at 4% or $110,654 at 6%; with 50% employer match about $110,654 at 4% or $73,769 at 6%; with 100% employer match about $82,990 at 4% or $55,327 at 6%. |
| Marks, O'Neill, O'Brien, Doherty & Kelly PC. 401(K) Profit Sharing Plan | - | 134 | $10,717,036 | $896,295 | $6,689iApproximate average salary by contribution assumption: employee only about $167,219 at 4% or $111,479 at 6%; with 50% employer match about $111,479 at 4% or $74,320 at 6%; with 100% employer match about $83,610 at 4% or $55,740 at 6%. |
| Marks, O'Neill, O'Brien, Doherty & Kelly PC Employee Benefit Plan | - | 135 | - | - | - |
| 2015 | 2 | 140 | $9,477,796 | $860,196 | $6,144iApproximate average salary by contribution assumption: employee only about $153,606 at 4% or $102,404 at 6%; with 50% employer match about $102,404 at 4% or $68,270 at 6%; with 100% employer match about $76,803 at 4% or $51,202 at 6%. |
| Marks, O'Neill, O'Brien, Doherty & Kelly PC. 401(K) Profit Sharing Plan | - | 140 | $9,477,796 | $860,196 | $6,144iApproximate average salary by contribution assumption: employee only about $153,606 at 4% or $102,404 at 6%; with 50% employer match about $102,404 at 4% or $68,270 at 6%; with 100% employer match about $76,803 at 4% or $51,202 at 6%. |
| Marks, O'Neill, O'Brien, Doherty & Kelly PC Employee Benefit Plan | - | 121 | - | - | - |
| 2014 | 2 | 142 | $9,888,643 | $963,343 | $6,784iApproximate average salary by contribution assumption: employee only about $169,603 at 4% or $113,068 at 6%; with 50% employer match about $113,068 at 4% or $75,379 at 6%; with 100% employer match about $84,801 at 4% or $56,534 at 6%. |
| Marks, O'Neill, O'Brien, Doherty & Kelly PC. 401(K) Profit Sharing Plan | - | 142 | $9,888,643 | $963,343 | $6,784iApproximate average salary by contribution assumption: employee only about $169,603 at 4% or $113,068 at 6%; with 50% employer match about $113,068 at 4% or $75,379 at 6%; with 100% employer match about $84,801 at 4% or $56,534 at 6%. |
| Marks, O'Neill, O'Brien, Doherty & Kelly PC Employee Benefit Plan | - | 126 | - | - | - |
| 2013 | 2 | 169 | $8,908,922 | $770,089 | $4,557iApproximate average salary by contribution assumption: employee only about $113,918 at 4% or $75,946 at 6%; with 50% employer match about $75,946 at 4% or $50,630 at 6%; with 100% employer match about $56,959 at 4% or $37,973 at 6%. |
| Marks, O'Neill, O'Brien, Doherty & Kelly PC. 401(K) Profit Sharing Plan | - | 169 | $8,908,922 | $770,089 | $4,557iApproximate average salary by contribution assumption: employee only about $113,918 at 4% or $75,946 at 6%; with 50% employer match about $75,946 at 4% or $50,630 at 6%; with 100% employer match about $56,959 at 4% or $37,973 at 6%. |
| Marks, O'Neill, O'Brien, Doherty & Kelly PC Employee Benefit Plan | - | 168 | - | - | - |
| 2012 | 2 | 149 | $7,346,115 | $663,652 | $4,454iApproximate average salary by contribution assumption: employee only about $111,351 at 4% or $74,234 at 6%; with 50% employer match about $74,234 at 4% or $49,489 at 6%; with 100% employer match about $55,676 at 4% or $37,117 at 6%. |
| Marks, O'Neill, O'Brien, Doherty & Kelly PC. 401(K) Profit Sharing Plan | - | 149 | $7,346,115 | $663,652 | $4,454iApproximate average salary by contribution assumption: employee only about $111,351 at 4% or $74,234 at 6%; with 50% employer match about $74,234 at 4% or $49,489 at 6%; with 100% employer match about $55,676 at 4% or $37,117 at 6%. |
| Marks, O'Neill, O'Brien, Doherty & Kelly PC Employee Benefit Plan | - | 149 | - | - | - |
| 2011 | 2 | 167 | $6,100,129 | $661,638 | $3,962iApproximate average salary by contribution assumption: employee only about $99,048 at 4% or $66,032 at 6%; with 50% employer match about $66,032 at 4% or $44,021 at 6%; with 100% employer match about $49,524 at 4% or $33,016 at 6%. |
| Marks, O'Neill, O'Brien, Doherty & Kelly PC. 401(K) Profit Sharing Plan | - | 167 | $6,100,129 | $661,638 | $3,962iApproximate average salary by contribution assumption: employee only about $99,048 at 4% or $66,032 at 6%; with 50% employer match about $66,032 at 4% or $44,021 at 6%; with 100% employer match about $49,524 at 4% or $33,016 at 6%. |
| Marks, O'Neill, O'Brien, Doherty & Kelly PC Employee Benefit Plan | - | 167 | - | - | - |
| 2010 | 2 | 123 | $5,718,766 | $635,976 | $5,171iApproximate average salary by contribution assumption: employee only about $129,263 at 4% or $86,176 at 6%; with 50% employer match about $86,176 at 4% or $57,450 at 6%; with 100% employer match about $64,632 at 4% or $43,088 at 6%. |
| Marks, O'Neill, O'Brien, Doherty & Kelly PC. 401(K) Profit Sharing Plan | - | 118 | $5,718,766 | $635,976 | $5,390iApproximate average salary by contribution assumption: employee only about $134,741 at 4% or $89,827 at 6%; with 50% employer match about $89,827 at 4% or $59,885 at 6%; with 100% employer match about $67,370 at 4% or $44,914 at 6%. |
| Marks, O'Neill, O'Brien, Doherty & Kelly PC Employee Benefit Plan | - | 123 | - | - | - |
| 2009 | 2 | 155 | $4,657,573 | $596,252 | $3,847iApproximate average salary by contribution assumption: employee only about $96,170 at 4% or $64,113 at 6%; with 50% employer match about $64,113 at 4% or $42,742 at 6%; with 100% employer match about $48,085 at 4% or $32,057 at 6%. |
| Marks, O'Neill, O'Brien, Doherty & Kelly PC. 401(K) Profit Sharing Plan | - | 93 | $4,657,573 | $596,252 | $6,411iApproximate average salary by contribution assumption: employee only about $160,283 at 4% or $106,855 at 6%; with 50% employer match about $106,855 at 4% or $71,237 at 6%; with 100% employer match about $80,141 at 4% or $53,428 at 6%. |
| Marks, O'Neill, O'Brien, Doherty & Kelly PC Employee Benefit Plan | - | 155 | - | - | - |
| 2008 | 1 | 92 | $3,280,150 | $530,601 | $5,767iApproximate average salary by contribution assumption: employee only about $144,185 at 4% or $96,123 at 6%; with 50% employer match about $96,123 at 4% or $64,082 at 6%; with 100% employer match about $72,093 at 4% or $48,062 at 6%. |
| Marks, O'Neill, O'Brien, Doherty & Kelly PC. 401(K) Profit Sharing Plan | - | 92 | $3,280,150 | $530,601 | $5,767iApproximate average salary by contribution assumption: employee only about $144,185 at 4% or $96,123 at 6%; with 50% employer match about $96,123 at 4% or $64,082 at 6%; with 100% employer match about $72,093 at 4% or $48,062 at 6%. |
| 2007 | 1 | 103 | $0 | $0 | - |
| Marks, O'Neill, O'Brien, Doherty & Kelly PC. 401(K) Profit Sharing Plan | - | 103 | - | - | - |
| 2006 | 1 | 97 | $3,973,357 | $565,476 | $5,830iApproximate average salary by contribution assumption: employee only about $145,741 at 4% or $97,161 at 6%; with 50% employer match about $97,161 at 4% or $64,774 at 6%; with 100% employer match about $72,871 at 4% or $48,580 at 6%. |
| Marks, O'Neill, O'Brien, Doherty & Kelly PC. 401(K) Profit Sharing Plan | - | 97 | $3,973,357 | $565,476 | $5,830iApproximate average salary by contribution assumption: employee only about $145,741 at 4% or $97,161 at 6%; with 50% employer match about $97,161 at 4% or $64,774 at 6%; with 100% employer match about $72,871 at 4% or $48,580 at 6%. |
| 2005 | 1 | 99 | $3,074,852 | $509,492 | $5,146iApproximate average salary by contribution assumption: employee only about $128,660 at 4% or $85,773 at 6%; with 50% employer match about $85,773 at 4% or $57,182 at 6%; with 100% employer match about $64,330 at 4% or $42,887 at 6%. |
| Marks, O'Neill, O'Brien, Doherty & Kelly PC. 401(K) Profit Sharing Plan | - | 99 | $3,074,852 | $509,492 | $5,146iApproximate average salary by contribution assumption: employee only about $128,660 at 4% or $85,773 at 6%; with 50% employer match about $85,773 at 4% or $57,182 at 6%; with 100% employer match about $64,330 at 4% or $42,887 at 6%. |
| 2004 | 1 | 87 | $2,399,870 | $592,183 | $6,807iApproximate average salary by contribution assumption: employee only about $170,168 at 4% or $113,445 at 6%; with 50% employer match about $113,445 at 4% or $75,630 at 6%; with 100% employer match about $85,084 at 4% or $56,723 at 6%. |
| Marks, O'Neill, O'Brien, Doherty & Kelly PC. 401(K) Profit Sharing Plan | - | 87 | $2,399,870 | $592,183 | $6,807iApproximate average salary by contribution assumption: employee only about $170,168 at 4% or $113,445 at 6%; with 50% employer match about $113,445 at 4% or $75,630 at 6%; with 100% employer match about $85,084 at 4% or $56,723 at 6%. |
| 2003 | 1 | 85 | $1,755,040 | $371,907 | $4,375iApproximate average salary by contribution assumption: employee only about $109,384 at 4% or $72,923 at 6%; with 50% employer match about $72,923 at 4% or $48,615 at 6%; with 100% employer match about $54,692 at 4% or $36,461 at 6%. |
| Marks, O'Neill, O'Brien, Doherty & Kelly PC. 401(K) Profit Sharing Plan | - | 85 | $1,755,040 | $371,907 | $4,375iApproximate average salary by contribution assumption: employee only about $109,384 at 4% or $72,923 at 6%; with 50% employer match about $72,923 at 4% or $48,615 at 6%; with 100% employer match about $54,692 at 4% or $36,461 at 6%. |
| 2002 | 1 | 105 | $1,357,223 | $370,362 | $3,527iApproximate average salary by contribution assumption: employee only about $88,181 at 4% or $58,788 at 6%; with 50% employer match about $58,788 at 4% or $39,192 at 6%; with 100% employer match about $44,091 at 4% or $29,394 at 6%. |
| Marks, O'Neill, O'Brien, Doherty & Kelly PC. 401(K) Profit Sharing Plan | - | 105 | $1,357,223 | $370,362 | $3,527iApproximate average salary by contribution assumption: employee only about $88,181 at 4% or $58,788 at 6%; with 50% employer match about $58,788 at 4% or $39,192 at 6%; with 100% employer match about $44,091 at 4% or $29,394 at 6%. |
| 2001 | 1 | 68 | $1,382,269 | $264,611 | $3,891iApproximate average salary by contribution assumption: employee only about $97,283 at 4% or $64,856 at 6%; with 50% employer match about $64,856 at 4% or $43,237 at 6%; with 100% employer match about $48,642 at 4% or $32,428 at 6%. |
| Marks, Oneill, Obrien & Courtney PC. 401K Profit Sharing Plan | - | 68 | $1,382,269 | $264,611 | $3,891iApproximate average salary by contribution assumption: employee only about $97,283 at 4% or $64,856 at 6%; with 50% employer match about $64,856 at 4% or $43,237 at 6%; with 100% employer match about $48,642 at 4% or $32,428 at 6%. |
| 1999 | 1 | 70 | $1,495,311 | $245,725 | $3,510iApproximate average salary by contribution assumption: employee only about $87,759 at 4% or $58,506 at 6%; with 50% employer match about $58,506 at 4% or $39,004 at 6%; with 100% employer match about $43,879 at 4% or $29,253 at 6%. |
| Marks, Oneill, Obrien & Courtney PC. 401K Profit Sharing Plan | - | 70 | $1,495,311 | $245,725 | $3,510iApproximate average salary by contribution assumption: employee only about $87,759 at 4% or $58,506 at 6%; with 50% employer match about $58,506 at 4% or $39,004 at 6%; with 100% employer match about $43,879 at 4% or $29,253 at 6%. |