Plan Ledger DOL Form 5500 · updated monthly

O'Reilly Media, Inc.401(k)

O'REILLY MEDIA, INC. 401(K) PLAN · SEBASTOPOL, CA · plan year 2025

Reported admin expense ratio · 2025
0.22%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

O'Reilly Media, Inc. reported $199,832 in plan administrative expenses for 2025: 0.22% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,628 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 4 years on file its reported administrative ratio has held roughly steady near 0.22%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other information & media employers. By assets it is the 1,051st-largest of 9,483 plans among California employers on file, and the 325th of 2,199 in information & media. In 2025, employees put in $5.30 for every $1.00 the employer contributed; active participation has shrunk from 391 to 338 since 2022.

Plan summary
Net assets, end of year$94,504,696
Participants with balances532
Active participants338
Employer contributions$888,286
Employee contributions$4,704,794
Employer contribution per active participant$2,628
Average account balance$177,640
Benefits paid to participants$9,494,408
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$94.5M · 532 accts · $888K emplr
2024$84.8M · 555 accts · $981K emplr
2023$74.1M · 600 accts · $1.0M emplr
2022$61.3M · 608 accts · $935K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$69,257
Investment management$130,575
Total administrative$199,832
The O'Reilly Media, Inc. 401(k) match · 2025
Employer contribution per active participant$2,628
Median for plans this size$4,093
2025$2,628 per active participant
2024$2,878 per active participant
2023$2,569 per active participant
2022$2,390 per active participant

O'Reilly Media, Inc.'s 2025 employer contribution ran below the $4,093 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
VITA PLANNING GROUP LLC · Investment advisory (plan)$82,009
EMPOWER ADVISORY GROUP, LLC · Investment management$48,566

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history4
2025$199,832 · 0.22%
2024$186,510 · 0.23%
2023$151,434 · 0.22%
2022$149,503 · 0.23%
Same employer
Similar plansInformation & Media · California
Magnite, Inc. CA$102.6M · 0.00%
Tencent America, LLC CA$102.0M · 0.13%
Zuora, Inc. CA$99.8M · 0.13%
Seismic Software, Inc CA$94.8M · 0.26%
Niantic, Inc. CA$94.3M · 0.08%
Quinstreet, Inc. CA$82.3M · 0.02%
Doximity, Inc. CA$78.8M · 0.06%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 042789763 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.