Civic Intelligence

O Connor Hoso and Loree LLC

Plan context: O'Connor, Hoso & Loree LLC 401(K) Retirement Plan

EIN 56-2470951 • Warren, OH • 27 filings • 5 plans

8700 E. Market St., Suite 1Warren, OH 44484
Current Snapshot

Latest Year

2025

2025 Participants

9

2025 Assets

$7,530,246

2025 Contributions

$144,373

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$7,530,246$3,765,123$0200520152025YearValue
$7,530,246Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1790200520152025YearValue
9Latest year 2025

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202519$7,530,246$144,373$16,041iApproximate average salary by contribution assumption: employee only about $401,036 at 4% or $267,357 at 6%; with 50% employer match about $267,357 at 4% or $178,238 at 6%; with 100% employer match about $200,518 at 4% or $133,679 at 6%.
O'Connor, Hoso & Loree LLC 401(K) Retirement Plan-9$7,530,246$144,373$16,041iApproximate average salary by contribution assumption: employee only about $401,036 at 4% or $267,357 at 6%; with 50% employer match about $267,357 at 4% or $178,238 at 6%; with 100% employer match about $200,518 at 4% or $133,679 at 6%.
2024210$6,377,285$209,574$20,957iApproximate average salary by contribution assumption: employee only about $523,935 at 4% or $349,290 at 6%; with 50% employer match about $349,290 at 4% or $232,860 at 6%; with 100% employer match about $261,968 at 4% or $174,645 at 6%.
O'Connor, Hoso & Loree LLC 401(K) Retirement Plan-10$6,363,967$140,392$14,039iApproximate average salary by contribution assumption: employee only about $350,980 at 4% or $233,987 at 6%; with 50% employer match about $233,987 at 4% or $155,991 at 6%; with 100% employer match about $175,490 at 4% or $116,993 at 6%.
O Connor Hoso and Loree LLC Soca Benefit Plan-4$13,318$69,182$17,296iApproximate average salary by contribution assumption: employee only about $432,388 at 4% or $288,258 at 6%; with 50% employer match about $288,258 at 4% or $192,172 at 6%; with 100% employer match about $216,194 at 4% or $144,129 at 6%.
202329$5,591,893$171,444$19,049iApproximate average salary by contribution assumption: employee only about $476,233 at 4% or $317,489 at 6%; with 50% employer match about $317,489 at 4% or $211,659 at 6%; with 100% employer match about $238,117 at 4% or $158,744 at 6%.
O'Connor, Hoso & Loree LLC 401(K) Retirement Plan-9$5,581,042$120,088$13,343iApproximate average salary by contribution assumption: employee only about $333,578 at 4% or $222,385 at 6%; with 50% employer match about $222,385 at 4% or $148,257 at 6%; with 100% employer match about $166,789 at 4% or $111,193 at 6%.
O Connor Hoso and Loree LLC Soca Benefit Plan-4$10,851$51,356$12,839iApproximate average salary by contribution assumption: employee only about $320,975 at 4% or $213,983 at 6%; with 50% employer match about $213,983 at 4% or $142,656 at 6%; with 100% employer match about $160,488 at 4% or $106,992 at 6%.
202229$4,727,185$216,753$24,084iApproximate average salary by contribution assumption: employee only about $602,092 at 4% or $401,394 at 6%; with 50% employer match about $401,394 at 4% or $267,596 at 6%; with 100% employer match about $301,046 at 4% or $200,697 at 6%.
O'Connor, Hoso & Loree LLC 401(K) Retirement Plan-9$4,716,521$163,372$18,152iApproximate average salary by contribution assumption: employee only about $453,811 at 4% or $302,541 at 6%; with 50% employer match about $302,541 at 4% or $201,694 at 6%; with 100% employer match about $226,906 at 4% or $151,270 at 6%.
O Connor Hoso and Loree LLC Soca Benefit Plan-4$10,664$53,381$13,345iApproximate average salary by contribution assumption: employee only about $333,631 at 4% or $222,421 at 6%; with 50% employer match about $222,421 at 4% or $148,281 at 6%; with 100% employer match about $166,816 at 4% or $111,210 at 6%.
202129$5,168,051$194,880$21,653iApproximate average salary by contribution assumption: employee only about $541,333 at 4% or $360,889 at 6%; with 50% employer match about $360,889 at 4% or $240,593 at 6%; with 100% employer match about $270,667 at 4% or $180,444 at 6%.
O'Connor, Hoso & Loree LLC 401(K) Retirement Plan-9$5,160,670$142,980$15,887iApproximate average salary by contribution assumption: employee only about $397,167 at 4% or $264,778 at 6%; with 50% employer match about $264,778 at 4% or $176,519 at 6%; with 100% employer match about $198,583 at 4% or $132,389 at 6%.
O Connor Hoso and Loree LLC Soca Benefit Plan-5$7,381$51,900$10,380iApproximate average salary by contribution assumption: employee only about $259,500 at 4% or $173,000 at 6%; with 50% employer match about $173,000 at 4% or $115,333 at 6%; with 100% employer match about $129,750 at 4% or $86,500 at 6%.
202029$4,625,260$193,722$21,525iApproximate average salary by contribution assumption: employee only about $538,117 at 4% or $358,744 at 6%; with 50% employer match about $358,744 at 4% or $239,163 at 6%; with 100% employer match about $269,058 at 4% or $179,372 at 6%.
O'Connor, Hoso & Loree LLC 401(K) Retirement Plan-9$4,620,057$142,806$15,867iApproximate average salary by contribution assumption: employee only about $396,683 at 4% or $264,456 at 6%; with 50% employer match about $264,456 at 4% or $176,304 at 6%; with 100% employer match about $198,342 at 4% or $132,228 at 6%.
O Connor Hoso and Loree LLC Soca Benefit Plan-5$5,203$50,916$10,183iApproximate average salary by contribution assumption: employee only about $254,580 at 4% or $169,720 at 6%; with 50% employer match about $169,720 at 4% or $113,147 at 6%; with 100% employer match about $127,290 at 4% or $84,860 at 6%.
201928$3,896,952$147,632$18,454iApproximate average salary by contribution assumption: employee only about $461,350 at 4% or $307,567 at 6%; with 50% employer match about $307,567 at 4% or $205,044 at 6%; with 100% employer match about $230,675 at 4% or $153,783 at 6%.
O'Connor, Hoso & Loree LLC 401(K) Retirement Plan-8$3,894,258$127,322$15,915iApproximate average salary by contribution assumption: employee only about $397,881 at 4% or $265,254 at 6%; with 50% employer match about $265,254 at 4% or $176,836 at 6%; with 100% employer match about $198,941 at 4% or $132,627 at 6%.
O Connor Hoso and Loree LLC Soca Benefit Plan-5$2,694$20,310$4,062iApproximate average salary by contribution assumption: employee only about $101,550 at 4% or $67,700 at 6%; with 50% employer match about $67,700 at 4% or $45,133 at 6%; with 100% employer match about $50,775 at 4% or $33,850 at 6%.
201818$3,001,898$126,683$15,835iApproximate average salary by contribution assumption: employee only about $395,884 at 4% or $263,923 at 6%; with 50% employer match about $263,923 at 4% or $175,949 at 6%; with 100% employer match about $197,942 at 4% or $131,961 at 6%.
O'Connor, Hoso & Loree LLC 401(K) Retirement Plan-8$3,001,898$126,683$15,835iApproximate average salary by contribution assumption: employee only about $395,884 at 4% or $263,923 at 6%; with 50% employer match about $263,923 at 4% or $175,949 at 6%; with 100% employer match about $197,942 at 4% or $131,961 at 6%.
201718$3,088,019$117,682$14,710iApproximate average salary by contribution assumption: employee only about $367,756 at 4% or $245,171 at 6%; with 50% employer match about $245,171 at 4% or $163,447 at 6%; with 100% employer match about $183,878 at 4% or $122,585 at 6%.
O'Connor, Hoso & Loree LLC 401(K) Retirement Plan-8$3,088,019$117,682$14,710iApproximate average salary by contribution assumption: employee only about $367,756 at 4% or $245,171 at 6%; with 50% employer match about $245,171 at 4% or $163,447 at 6%; with 100% employer match about $183,878 at 4% or $122,585 at 6%.
201618$2,409,980$117,736$14,717iApproximate average salary by contribution assumption: employee only about $367,925 at 4% or $245,283 at 6%; with 50% employer match about $245,283 at 4% or $163,522 at 6%; with 100% employer match about $183,963 at 4% or $122,642 at 6%.
O'Connor, Hoso & Loree LLC 401(K) Retirement Plan-8$2,409,980$117,736$14,717iApproximate average salary by contribution assumption: employee only about $367,925 at 4% or $245,283 at 6%; with 50% employer match about $245,283 at 4% or $163,522 at 6%; with 100% employer match about $183,963 at 4% or $122,642 at 6%.
201518$2,137,990$122,918$15,365iApproximate average salary by contribution assumption: employee only about $384,119 at 4% or $256,079 at 6%; with 50% employer match about $256,079 at 4% or $170,719 at 6%; with 100% employer match about $192,059 at 4% or $128,040 at 6%.
O'Connor, Hoso & Loree LLC 401(K) Retirement Plan-8$2,137,990$122,918$15,365iApproximate average salary by contribution assumption: employee only about $384,119 at 4% or $256,079 at 6%; with 50% employer match about $256,079 at 4% or $170,719 at 6%; with 100% employer match about $192,059 at 4% or $128,040 at 6%.
201418$2,003,461$117,786$14,723iApproximate average salary by contribution assumption: employee only about $368,081 at 4% or $245,388 at 6%; with 50% employer match about $245,388 at 4% or $163,592 at 6%; with 100% employer match about $184,041 at 4% or $122,694 at 6%.
O'Connor, Hoso & Loree LLC 401(K) Retirement Plan-8$2,003,461$117,786$14,723iApproximate average salary by contribution assumption: employee only about $368,081 at 4% or $245,388 at 6%; with 50% employer match about $245,388 at 4% or $163,592 at 6%; with 100% employer match about $184,041 at 4% or $122,694 at 6%.
201319$1,783,203$128,405$14,267iApproximate average salary by contribution assumption: employee only about $356,681 at 4% or $237,787 at 6%; with 50% employer match about $237,787 at 4% or $158,525 at 6%; with 100% employer match about $178,340 at 4% or $118,894 at 6%.
O'Connor, Hoso & Loree LLC 401(K) Retirement Plan-9$1,783,203$128,405$14,267iApproximate average salary by contribution assumption: employee only about $356,681 at 4% or $237,787 at 6%; with 50% employer match about $237,787 at 4% or $158,525 at 6%; with 100% employer match about $178,340 at 4% or $118,894 at 6%.
201219$1,499,149$102,603$11,400iApproximate average salary by contribution assumption: employee only about $285,008 at 4% or $190,006 at 6%; with 50% employer match about $190,006 at 4% or $126,670 at 6%; with 100% employer match about $142,504 at 4% or $95,003 at 6%.
O'Connor, Hoso & Loree LLC 401(K) Retirement Plan-9$1,499,149$102,603$11,400iApproximate average salary by contribution assumption: employee only about $285,008 at 4% or $190,006 at 6%; with 50% employer match about $190,006 at 4% or $126,670 at 6%; with 100% employer match about $142,504 at 4% or $95,003 at 6%.
2011110$1,200,755$98,161$9,816iApproximate average salary by contribution assumption: employee only about $245,403 at 4% or $163,602 at 6%; with 50% employer match about $163,602 at 4% or $109,068 at 6%; with 100% employer match about $122,701 at 4% or $81,801 at 6%.
O'Connor, Hoso & Loree LLC 401(K) Retirement Plan-10$1,200,755$98,161$9,816iApproximate average salary by contribution assumption: employee only about $245,403 at 4% or $163,602 at 6%; with 50% employer match about $163,602 at 4% or $109,068 at 6%; with 100% employer match about $122,701 at 4% or $81,801 at 6%.
201019$1,185,710$96,540$10,727iApproximate average salary by contribution assumption: employee only about $268,167 at 4% or $178,778 at 6%; with 50% employer match about $178,778 at 4% or $119,185 at 6%; with 100% employer match about $134,083 at 4% or $89,389 at 6%.
O'Connor, Hoso & Loree LLC 401(K) Retirement Plan-9$1,185,710$96,540$10,727iApproximate average salary by contribution assumption: employee only about $268,167 at 4% or $178,778 at 6%; with 50% employer match about $178,778 at 4% or $119,185 at 6%; with 100% employer match about $134,083 at 4% or $89,389 at 6%.
2009110$965,095$106,628$10,663iApproximate average salary by contribution assumption: employee only about $266,570 at 4% or $177,713 at 6%; with 50% employer match about $177,713 at 4% or $118,476 at 6%; with 100% employer match about $133,285 at 4% or $88,857 at 6%.
O'Connor, Hoso & Loree LLC 401(K) Retirement Plan-10$965,095$106,628$10,663iApproximate average salary by contribution assumption: employee only about $266,570 at 4% or $177,713 at 6%; with 50% employer match about $177,713 at 4% or $118,476 at 6%; with 100% employer match about $133,285 at 4% or $88,857 at 6%.
2008114$658,275$104,392$7,457iApproximate average salary by contribution assumption: employee only about $186,414 at 4% or $124,276 at 6%; with 50% employer match about $124,276 at 4% or $82,851 at 6%; with 100% employer match about $93,207 at 4% or $62,138 at 6%.
O'Connor, Hoso & Loree LLC 401(K) Retirement Plan-14$658,275$104,392$7,457iApproximate average salary by contribution assumption: employee only about $186,414 at 4% or $124,276 at 6%; with 50% employer match about $124,276 at 4% or $82,851 at 6%; with 100% employer match about $93,207 at 4% or $62,138 at 6%.
2007117$893,448$87,612$5,154iApproximate average salary by contribution assumption: employee only about $128,841 at 4% or $85,894 at 6%; with 50% employer match about $85,894 at 4% or $57,263 at 6%; with 100% employer match about $64,421 at 4% or $42,947 at 6%.
O'Connor, Hoso & Loree LLC 401(K) Retirement Plan-17$893,448$87,612$5,154iApproximate average salary by contribution assumption: employee only about $128,841 at 4% or $85,894 at 6%; with 50% employer match about $85,894 at 4% or $57,263 at 6%; with 100% employer match about $64,421 at 4% or $42,947 at 6%.
2006113$722,313$89,856$6,912iApproximate average salary by contribution assumption: employee only about $172,800 at 4% or $115,200 at 6%; with 50% employer match about $115,200 at 4% or $76,800 at 6%; with 100% employer match about $86,400 at 4% or $57,600 at 6%.
O'Connor, Hoso & Loree LLC 401(K) Retirement Plan-13$722,313$89,856$6,912iApproximate average salary by contribution assumption: employee only about $172,800 at 4% or $115,200 at 6%; with 50% employer match about $115,200 at 4% or $76,800 at 6%; with 100% employer match about $86,400 at 4% or $57,600 at 6%.
2005110$594,283$549,025$54,903iApproximate average salary by contribution assumption: employee only about $1,372,563 at 4% or $915,042 at 6%; with 50% employer match about $915,042 at 4% or $610,028 at 6%; with 100% employer match about $686,281 at 4% or $457,521 at 6%.
O'Connor, Hoso & Loree LLC 401(K) Retirement Plan-10$594,283$549,025$54,903iApproximate average salary by contribution assumption: employee only about $1,372,563 at 4% or $915,042 at 6%; with 50% employer match about $915,042 at 4% or $610,028 at 6%; with 100% employer match about $686,281 at 4% or $457,521 at 6%.