Civic Intelligence

Patrick O'Connor & Associates

Plan context: O'Connor & Associates Employees' Savings & Profit Sharing Plan and Trust

EIN 76-0419951 • Houston, TX • 45 filings • 10 plans

2200 North Loop WestSuite 200Houston, TX 77018
Current Snapshot

Latest Year

2025

2025 Participants

164

2025 Assets

$12,084,342

2025 Contributions

$1,370,052

Historical Graphs

Total Assets Over Time

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

$12,084,342$6,042,171$0200020132024YearValue
$12,084,342Latest year 2024

Participants Over Time

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

2781390200020132025YearValue
164Latest 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
20251164$0$0-
Patrick O'Connor & Associates-164---
20243176$12,084,342$1,370,052$7,784iApproximate average salary by contribution assumption: employee only about $194,610 at 4% or $129,740 at 6%; with 50% employer match about $129,740 at 4% or $86,493 at 6%; with 100% employer match about $97,305 at 4% or $64,870 at 6%.
O'Connor & Associates Employees' Savings & Profit Sharing Plan and Trust-168$12,084,342$1,370,052$8,155iApproximate average salary by contribution assumption: employee only about $203,877 at 4% or $135,918 at 6%; with 50% employer match about $135,918 at 4% or $90,612 at 6%; with 100% employer match about $101,938 at 4% or $67,959 at 6%.
Patrick O'Connor & Associates-116---
Patrick O'Connor & Associates-176---
20232147$9,845,367$1,110,680$7,556iApproximate average salary by contribution assumption: employee only about $188,891 at 4% or $125,927 at 6%; with 50% employer match about $125,927 at 4% or $83,952 at 6%; with 100% employer match about $94,446 at 4% or $62,964 at 6%.
O'Connor & Associates Employees' Savings & Profit Sharing Plan and Trust-141$9,845,367$1,110,680$7,877iApproximate average salary by contribution assumption: employee only about $196,929 at 4% or $131,286 at 6%; with 50% employer match about $131,286 at 4% or $87,524 at 6%; with 100% employer match about $98,465 at 4% or $65,643 at 6%.
Patrick O'Connor & Associates-147---
20222112$7,667,493$1,010,642$9,024iApproximate average salary by contribution assumption: employee only about $225,590 at 4% or $150,393 at 6%; with 50% employer match about $150,393 at 4% or $100,262 at 6%; with 100% employer match about $112,795 at 4% or $75,197 at 6%.
O'Connor & Associates Employees' Savings & Profit Sharing Plan and Trust-103$7,667,493$1,010,642$9,812iApproximate average salary by contribution assumption: employee only about $245,301 at 4% or $163,534 at 6%; with 50% employer match about $163,534 at 4% or $109,023 at 6%; with 100% employer match about $122,651 at 4% or $81,767 at 6%.
Patrick O'Connor & Associates-112---
20212112$8,343,779$690,539$6,166iApproximate average salary by contribution assumption: employee only about $154,138 at 4% or $102,759 at 6%; with 50% employer match about $102,759 at 4% or $68,506 at 6%; with 100% employer match about $77,069 at 4% or $51,379 at 6%.
O'Connor & Associates Employees' Savings & Profit Sharing Plan and Trust-99$8,343,779$690,539$6,975iApproximate average salary by contribution assumption: employee only about $174,379 at 4% or $116,252 at 6%; with 50% employer match about $116,252 at 4% or $77,502 at 6%; with 100% employer match about $87,189 at 4% or $58,126 at 6%.
Patrick O'Connor & Associates-112---
20201106$6,846,123$556,735$5,252iApproximate average salary by contribution assumption: employee only about $131,305 at 4% or $87,537 at 6%; with 50% employer match about $87,537 at 4% or $58,358 at 6%; with 100% employer match about $65,653 at 4% or $43,768 at 6%.
O'Connor & Associates Employees' Savings & Profit Sharing Plan and Trust-106$6,846,123$556,735$5,252iApproximate average salary by contribution assumption: employee only about $131,305 at 4% or $87,537 at 6%; with 50% employer match about $87,537 at 4% or $58,358 at 6%; with 100% employer match about $65,653 at 4% or $43,768 at 6%.
20191112$6,022,595$453,569$4,050iApproximate average salary by contribution assumption: employee only about $101,243 at 4% or $67,495 at 6%; with 50% employer match about $67,495 at 4% or $44,997 at 6%; with 100% employer match about $50,622 at 4% or $33,748 at 6%.
O'Connor & Associates Employees' Savings & Profit Sharing Plan and Trust-112$6,022,595$453,569$4,050iApproximate average salary by contribution assumption: employee only about $101,243 at 4% or $67,495 at 6%; with 50% employer match about $67,495 at 4% or $44,997 at 6%; with 100% employer match about $50,622 at 4% or $33,748 at 6%.
20183278$5,483,813$656,034$2,360iApproximate average salary by contribution assumption: employee only about $58,996 at 4% or $39,331 at 6%; with 50% employer match about $39,331 at 4% or $26,220 at 6%; with 100% employer match about $29,498 at 4% or $19,665 at 6%.
O'Connor & Associates Employees' Savings & Profit Sharing Plan and Trust-191$5,483,813$656,034$3,435iApproximate average salary by contribution assumption: employee only about $85,868 at 4% or $57,246 at 6%; with 50% employer match about $57,246 at 4% or $38,164 at 6%; with 100% employer match about $42,934 at 4% or $28,623 at 6%.
Patrick O'Connor & Associates-116---
Patrick O'Connor & Associates-278---
20173131$5,341,475$443,476$3,385iApproximate average salary by contribution assumption: employee only about $84,633 at 4% or $56,422 at 6%; with 50% employer match about $56,422 at 4% or $37,615 at 6%; with 100% employer match about $42,316 at 4% or $28,211 at 6%.
O'Connor & Associates Employees' Savings & Profit Sharing Plan and Trust-131$5,341,475$443,476$3,385iApproximate average salary by contribution assumption: employee only about $84,633 at 4% or $56,422 at 6%; with 50% employer match about $56,422 at 4% or $37,615 at 6%; with 100% employer match about $42,316 at 4% or $28,211 at 6%.
Patrick O'Connor & Associates-116---
Patrick O'Connor & Associates-131---
20163118$4,533,922$301,133$2,552iApproximate average salary by contribution assumption: employee only about $63,799 at 4% or $42,533 at 6%; with 50% employer match about $42,533 at 4% or $28,355 at 6%; with 100% employer match about $31,900 at 4% or $21,266 at 6%.
O'Connor & Associates Employees' Savings & Profit Sharing Plan and Trust-118$4,533,922$301,133$2,552iApproximate average salary by contribution assumption: employee only about $63,799 at 4% or $42,533 at 6%; with 50% employer match about $42,533 at 4% or $28,355 at 6%; with 100% employer match about $31,900 at 4% or $21,266 at 6%.
Patrick O'Connor & Associates-115---
Patrick O'Connor & Associates-115---
20153113$4,348,601$307,351$2,720iApproximate average salary by contribution assumption: employee only about $67,998 at 4% or $45,332 at 6%; with 50% employer match about $45,332 at 4% or $30,221 at 6%; with 100% employer match about $33,999 at 4% or $22,666 at 6%.
O'Connor & Associates Employees' Savings & Profit Sharing Plan and Trust-90$4,348,601$307,351$3,415iApproximate average salary by contribution assumption: employee only about $85,375 at 4% or $56,917 at 6%; with 50% employer match about $56,917 at 4% or $37,945 at 6%; with 100% employer match about $42,688 at 4% or $28,458 at 6%.
Patrick O'Connor & Associates-100---
Patrick O'Connor & Associates-113---
20142101$5,081,837$342,238$3,388iApproximate average salary by contribution assumption: employee only about $84,712 at 4% or $56,475 at 6%; with 50% employer match about $56,475 at 4% or $37,650 at 6%; with 100% employer match about $42,356 at 4% or $28,237 at 6%.
O'Connor & Associates Employees' Savings & Profit Sharing Plan and Trust-82$5,081,837$342,238$4,174iApproximate average salary by contribution assumption: employee only about $104,341 at 4% or $69,561 at 6%; with 50% employer match about $69,561 at 4% or $46,374 at 6%; with 100% employer match about $52,170 at 4% or $34,780 at 6%.
Patrick O'Connor & Associates-101---
20132115$4,644,402$339,735$2,954iApproximate average salary by contribution assumption: employee only about $73,855 at 4% or $49,237 at 6%; with 50% employer match about $49,237 at 4% or $32,825 at 6%; with 100% employer match about $36,928 at 4% or $24,618 at 6%.
O'Connor & Associates Employees' Savings & Profit Sharing Plan and Trust-103$4,644,402$339,735$3,298iApproximate average salary by contribution assumption: employee only about $82,460 at 4% or $54,973 at 6%; with 50% employer match about $54,973 at 4% or $36,649 at 6%; with 100% employer match about $41,230 at 4% or $27,487 at 6%.
Patrick O'Connor & Associates-115---
20122114$3,630,944$350,759$3,077iApproximate average salary by contribution assumption: employee only about $76,921 at 4% or $51,281 at 6%; with 50% employer match about $51,281 at 4% or $34,187 at 6%; with 100% employer match about $38,460 at 4% or $25,640 at 6%.
O'Connor & Associates Employees' Savings & Profit Sharing Plan and Trust-114$3,630,944$350,759$3,077iApproximate average salary by contribution assumption: employee only about $76,921 at 4% or $51,281 at 6%; with 50% employer match about $51,281 at 4% or $34,187 at 6%; with 100% employer match about $38,460 at 4% or $25,640 at 6%.
Patrick O'Connor & Associates-110---
20112125$3,088,713$309,478$2,476iApproximate average salary by contribution assumption: employee only about $61,896 at 4% or $41,264 at 6%; with 50% employer match about $41,264 at 4% or $27,509 at 6%; with 100% employer match about $30,948 at 4% or $20,632 at 6%.
O'Connor & Associates Employees' Savings & Profit Sharing Plan and Trust-125$3,088,713$309,478$2,476iApproximate average salary by contribution assumption: employee only about $61,896 at 4% or $41,264 at 6%; with 50% employer match about $41,264 at 4% or $27,509 at 6%; with 100% employer match about $30,948 at 4% or $20,632 at 6%.
Patrick O'Connor & Associates-110---
20102167$2,974,955$404,907$2,425iApproximate average salary by contribution assumption: employee only about $60,615 at 4% or $40,410 at 6%; with 50% employer match about $40,410 at 4% or $26,940 at 6%; with 100% employer match about $30,307 at 4% or $20,205 at 6%.
O'Connor & Associates Employees' Savings & Profit Sharing Plan and Trust-155$2,974,955$404,907$2,612iApproximate average salary by contribution assumption: employee only about $65,308 at 4% or $43,538 at 6%; with 50% employer match about $43,538 at 4% or $29,026 at 6%; with 100% employer match about $32,654 at 4% or $21,769 at 6%.
Patrick O'Connor & Associates-167---
20092179$2,472,442$453,614$2,534iApproximate average salary by contribution assumption: employee only about $63,354 at 4% or $42,236 at 6%; with 50% employer match about $42,236 at 4% or $28,157 at 6%; with 100% employer match about $31,677 at 4% or $21,118 at 6%.
O'Connor & Associates Employees' Savings & Profit Sharing Plan and Trust-107$2,472,442$453,614$4,239iApproximate average salary by contribution assumption: employee only about $105,985 at 4% or $70,656 at 6%; with 50% employer match about $70,656 at 4% or $47,104 at 6%; with 100% employer match about $52,992 at 4% or $35,328 at 6%.
Patrick O'Connor & Associates-179---
20081128$1,712,982$982,655$7,677iApproximate average salary by contribution assumption: employee only about $191,925 at 4% or $127,950 at 6%; with 50% employer match about $127,950 at 4% or $85,300 at 6%; with 100% employer match about $95,962 at 4% or $63,975 at 6%.
O'Connor & Associates Employees' Savings & Profit Sharing Plan and Trust-128$1,712,982$982,655$7,677iApproximate average salary by contribution assumption: employee only about $191,925 at 4% or $127,950 at 6%; with 50% employer match about $127,950 at 4% or $85,300 at 6%; with 100% employer match about $95,962 at 4% or $63,975 at 6%.
20071131$1,578,465$314,471$2,401iApproximate average salary by contribution assumption: employee only about $60,014 at 4% or $40,009 at 6%; with 50% employer match about $40,009 at 4% or $26,673 at 6%; with 100% employer match about $30,007 at 4% or $20,005 at 6%.
O'Connor & Associates Employees' Savings & Profit Sharing Plan and Trust-131$1,578,465$314,471$2,401iApproximate average salary by contribution assumption: employee only about $60,014 at 4% or $40,009 at 6%; with 50% employer match about $40,009 at 4% or $26,673 at 6%; with 100% employer match about $30,007 at 4% or $20,005 at 6%.
20061114$1,316,386$281,744$2,471iApproximate average salary by contribution assumption: employee only about $61,786 at 4% or $41,191 at 6%; with 50% employer match about $41,191 at 4% or $27,460 at 6%; with 100% employer match about $30,893 at 4% or $20,595 at 6%.
O'Connor & Associates Employees' Savings & Profit Sharing Plan and Trust-114$1,316,386$281,744$2,471iApproximate average salary by contribution assumption: employee only about $61,786 at 4% or $41,191 at 6%; with 50% employer match about $41,191 at 4% or $27,460 at 6%; with 100% employer match about $30,893 at 4% or $20,595 at 6%.
2005173$995,692$218,052$2,987iApproximate average salary by contribution assumption: employee only about $74,675 at 4% or $49,784 at 6%; with 50% employer match about $49,784 at 4% or $33,189 at 6%; with 100% employer match about $37,338 at 4% or $24,892 at 6%.
O'Connor & Associates Employees' Savings & Profit Sharing Plan and Trust-73$995,692$218,052$2,987iApproximate average salary by contribution assumption: employee only about $74,675 at 4% or $49,784 at 6%; with 50% employer match about $49,784 at 4% or $33,189 at 6%; with 100% employer match about $37,338 at 4% or $24,892 at 6%.
2004153$748,104$217,746$4,108iApproximate average salary by contribution assumption: employee only about $102,710 at 4% or $68,474 at 6%; with 50% employer match about $68,474 at 4% or $45,649 at 6%; with 100% employer match about $51,355 at 4% or $34,237 at 6%.
O'Connor & Associates Employees' Savings & Profit Sharing Plan and Trust-53$748,104$217,746$4,108iApproximate average salary by contribution assumption: employee only about $102,710 at 4% or $68,474 at 6%; with 50% employer match about $68,474 at 4% or $45,649 at 6%; with 100% employer match about $51,355 at 4% or $34,237 at 6%.
2003143$523,431$162,497$3,779iApproximate average salary by contribution assumption: employee only about $94,475 at 4% or $62,983 at 6%; with 50% employer match about $62,983 at 4% or $41,989 at 6%; with 100% employer match about $47,238 at 4% or $31,492 at 6%.
O'Connor & Associates Employees' Savings & Profit Sharing Plan and Trust-43$523,431$162,497$3,779iApproximate average salary by contribution assumption: employee only about $94,475 at 4% or $62,983 at 6%; with 50% employer match about $62,983 at 4% or $41,989 at 6%; with 100% employer match about $47,238 at 4% or $31,492 at 6%.
2002134$304,922$133,329$3,921iApproximate average salary by contribution assumption: employee only about $98,036 at 4% or $65,357 at 6%; with 50% employer match about $65,357 at 4% or $43,572 at 6%; with 100% employer match about $49,018 at 4% or $32,679 at 6%.
O'Connor & Associates Employees' Savings & Profit Sharing Plan and Trust-34$304,922$133,329$3,921iApproximate average salary by contribution assumption: employee only about $98,036 at 4% or $65,357 at 6%; with 50% employer match about $65,357 at 4% or $43,572 at 6%; with 100% employer match about $49,018 at 4% or $32,679 at 6%.
200110$0$0-
O'Connor & Associates Employees' Savings & Profit Sharing Plan and Trust-0---
2000126$151,826$127,429$4,901iApproximate average salary by contribution assumption: employee only about $122,528 at 4% or $81,685 at 6%; with 50% employer match about $81,685 at 4% or $54,457 at 6%; with 100% employer match about $61,264 at 4% or $40,843 at 6%.
O'Connor & Associates Employees' Savings & Profit Sharing Plan and Trust-26$151,826$127,429$4,901iApproximate average salary by contribution assumption: employee only about $122,528 at 4% or $81,685 at 6%; with 50% employer match about $81,685 at 4% or $54,457 at 6%; with 100% employer match about $61,264 at 4% or $40,843 at 6%.