ESOP · DOL Form 5500 · 2022

Oceanweather, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
7
Participants Small participant base
47th
Percentile by assets National rank
$610,192
Avg per participant High balance/head
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Official DOL plan name: Oceanweather, Inc. Employee Stock Ownership Plan · Sponsored by Oceanweather, Inc. · Connecticut · Professional & Technical Services

$4M in assets, 7 participants

Oceanweather, Inc.'s Oceanweather, Inc. Employee Stock Ownership Plan reported $4M in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 47th 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.

  • #9,681 in Professional & Technical Services (21,562 peers)

What the 2022 filing shows

Oceanweather, Inc. Employee Stock Ownership Plan holds $4M for 7 participants - about $610,192 per participant, in the lower half of filed plans by assets.

#9,681
in Professional & Technical Services (21,562 peers)
-7.6%
assets change YoY

The plan reported a net loss of $353K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Oceanweather, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

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

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

$4,271,346 47th percentile higher than 47% 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

Oceanweather, Inc. Employee Stock Ownership Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oceanweather, Inc. Employee Stock Ownership Plan is a micro filing (7 participants), the leftmost band.

Published 5500 schedule card

Filing strip 132897418 · Oceanweather, Inc. PY 2022 · ESOP

Oceanweather, Inc. Employee Stock Ownership Plan · $4M · 7 · 47th

  • TYPE $4M
  • NET 7
  • BOOK 47th
  • VS-ST ESOP
  • BOY near Foster Electric Company, Inc. Employee Stock Ownership Plan
  • SCH ind #9681

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 Connecticut →

Oceanweather, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Oceanweather, Inc. Employee Stock Ownership PlanOceanweather, Inc. Employee …$4MFoster Electric Company, Inc. Employee Stock Ownership PlanFoster Electric Company, Inc…$4MFire & Ice Holdings, Inc. Employee Stock Ownership PlanFire & Ice Holdings, Inc. Em…$4MMpb Employee Stock Ownership PlanMpb Employee Stock Ownership…$4MHamilton-Ryker Group, Inc. Employee Stock Ownership PlanHamilton-Ryker Group, Inc. E…$4M
End-of-year total assets ($M) among Oceanweather, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$353K
Employer EIN132897418
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oceanweather, Inc.)

Sponsor-wide plan assets over time

All Oceanweather, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 6.153306241170816% vs 2022
2024 filing year
$4.2M$4.4M$4.6M$4.8M$5M 202220232024 $4.27M $4.53M ▲ +6.1%
Year Plans Participants Total Assets
2022 1 7 $4M
2023 1 7 $5M
2024 1 7 $5M

Nearby ESOP Plans in Connecticut

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

Oceanweather, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -2000200400600 -1000100200300400 Total assets ($M) Participants Oceanweather, Inc. Employee Stock Ownership Plan, Total assets ($M): 4.271346 · Participants: 7Oceanweather, Inc. Employee Stock Ownership PlanMott Corporation Employee Stock Ownership Plan, Total assets ($M): 367.564048 · Participants: 212Mott Corporation Employee Stock Ownership PlanSonalysts, Inc. Employee Stock Ownership Plan, Total assets ($M): 118.429241 · Participants: 410Sonalysts, Inc. Employee Stock Ownership PlanBl Companies, Inc. Employee Stock Ownership Plan, Total assets ($M): 94.746005 · Participants: 305Bl Companies, Inc. Employee Stock Ownership PlanEurpac Service, Inc. Employee Stock Ownership Plan, Total assets ($M): 88.269386 · Participants: 502Eurpac Service, Inc. Employee Stock Ownership PlanTwin Mro Employee Stock Ownership Plan, Total assets ($M): 50.402373 · Participants: 89Twin Mro Employee Stock Ownership Plan
Oceanweather, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Connecticut, assets vs. participants
Compare Oceanweather, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Connecticut, the nearest ESOP by assets is Foster Electric Company, Inc. Employee Stock Ownership Plan in VA ($4M); by covered participants it is Gilbert Construction Company, Ltd Employee Stock Ownership Plan in SC (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 did Oceanweather, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Oceanweather, Inc. Employee Stock Ownership Plan pulled back noticeably - down 7.6% during 2022, from $5M to $4M. Reported net income was -$353K.
How have Oceanweather, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oceanweather, Inc.'s sponsor-wide assets grew 6.2%, from $4M to $5M.
Which ESOP plans are similar in size to Oceanweather, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Foster Electric Company, Inc. Employee Stock Ownership Plan in VA ($4M, 18 participants).
Which ESOP plans cover a similar participant headcount to Oceanweather, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Gilbert Construction Company, Ltd Employee Stock Ownership Plan in SC (7 participants, N/A 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 132897418.

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.