ESOP · DOL Form 5500 · 2022

Oates Associates, Inc. ESOP

Data updated 2026-08-25

$458K
Total assets Small plan by assets
53
Participants Small participant base
17th
Percentile by assets National rank
$8,634
Avg per participant Low balance/head
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Official DOL plan name: Oates Associates, Inc. Employee Stock Ownership Plan · Sponsored by Oates Associates, Inc. · Illinois · Professional & Technical Services

$458K in assets, 53 participants

Oates Associates, Inc.'s Oates Associates, Inc. Employee Stock Ownership Plan reported $458K in total assets and 53 participants in its 2022 DOL Form 5500 filing, ranking in the 17th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #3,013 in Professional & Technical Services (21,562 peers)

Oates Associates, Inc. multi-year trail

Oates Associates, Inc.'s plans moved +558.5% in assets from 2022 to 2024; this filing shows Oates Associates, Inc. Employee Stock Ownership Plan at $458K / 53 participants.

#3,013
in Professional & Technical Services (21,562 peers)
-$2M
reported net income

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Oates Associates, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Oates Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$457,607 17th percentile higher than 17% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Oates Associates, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oates Associates, Inc. Employee Stock Ownership Plan is a small filing (53 participants) on this national headcount ladder.

DOL schedule card

Filing strip 371256935 · Oates Associates, Inc. PY 2022 · ESOP

Oates Associates, Inc. Employee Stock Ownership Plan · $458K · 53 · 17th

  • RANK $458K
  • PHOTO 53
  • IND 17th
  • EOY ESOP
  • 5500 near Woodmansee Insurance, Inc. Employee Stock Ownership Plan
  • ASSETS ind #3013

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with What is an ESOP? → · Plans in Illinois →

Oates Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Oates Associates, Inc. Employee Stock Ownership PlanOates Associates, Inc. Emplo…$458KWoodmansee Insurance, Inc. Employee Stock Ownership PlanWoodmansee Insurance, Inc. E…$456KBass Cabinet Manufacturing, Inc. Employee Stock Ownership PlanBass Cabinet Manufacturing, …$456KE-Pak Machinery, Inc. Employee Stock Ownership PlanE-Pak Machinery, Inc. Employ…$459KHall Directory Employee Stock Ownership PlanHall Directory Employee Stoc…$460K
End-of-year total assets ($M) among Oates Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Oates Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Oates Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 558.4610812334602% vs 2022
2024 filing year
$0M$1M$2M$3M$4M 202220232024 $0.46M $3.01M ▲ +554.3%
Year Plans Participants Total Assets
2022 1 53 $458K
2023 1 74 $2M
2024 1 80 $3M

Oates Associates, Inc. filing trail (2022)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)-$2M
Net Income-$2M
Employer EIN371256935
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Illinois

Peer ESOP plans, same state, same plan type, ranked by total assets.

Oates Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Oates Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.000457607 · Participants: 53Oates Associates, Inc. Employee Stock Ownership PlanAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 3.751765578 · Participants: 4361Amsted Industries Incorporated Employees' Stock Ownership PlanOri 401(k) Savings and Profit Sharing Plan, Total assets ($B): 1.70457972 · Participants: 10023Ori 401(k) Savings and Profit Sharing PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.163229548 · Participants: 3905Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 0.970067277 · Participants: 495Scot Forge Company Employee Stock Ownership PlanRli Corp. Employee Stock Ownership Plan, Total assets ($B): 0.341695997 · Participants: 826Rli Corp. Employee Stock Ownership Plan
Oates Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Oates Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Oates Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Illinois, the nearest ESOP by assets is Woodmansee Insurance, Inc. Employee Stock Ownership Plan in RI ($456K); by covered participants it is Ulland Brothers, Inc. 2012 Amended and Restated Employee Stock Ownership Plan in MN (53 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (53 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How have Oates Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oates Associates, Inc.'s sponsor-wide assets grew 558.5%, from $458K to $3M.
Where does Oates Associates, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Oates Associates, Inc. Employee Stock Ownership Plan ranks in the 17th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Oates Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Woodmansee Insurance, Inc. Employee Stock Ownership Plan in RI ($456K, 13 participants).
Which ESOP plans cover a similar participant headcount to Oates Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ulland Brothers, Inc. 2012 Amended and Restated Employee Stock Ownership Plan in MN (53 participants, $76M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 371256935.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.