ESOP · DOL Form 5500 · 2022
Margaret O'leary Inc. ESOP
Data updated 2026-08-25
- $924K
- Total assets Small plan by assets
- 29
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $31,867
- Avg per participant Low balance/head
Official DOL plan name: Margaret O'leary Employee Stock Ownership Plan · Sponsored by Margaret O'leary Inc. · California · Manufacturing
$924K in assets, 29 participants
Margaret O'leary Inc.'s Margaret O'leary Employee Stock Ownership Plan reported $924K in total assets and 29 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.
- #2,229 in Manufacturing (20,602 peers)
2022 asset change
Margaret O'leary Employee Stock Ownership Plan declined sharply 26.7% in 2022 ($1M → $924K) for 29 participants.
- #2,229
- in Manufacturing (20,602 peers)
- -26.7%
- assets change YoY
Margaret O'leary Employee Stock Ownership Plan among the smaller filed plans by assets
Margaret O'leary Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$924,140 24th percentile higher than 24% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Margaret O'leary 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. Margaret O'leary Employee Stock Ownership Plan is a small filing (29 participants) on this national headcount ladder.
DOL schedule card
Filing strip 943147358 · Margaret O'leary Inc. PY 2022 · ESOP
Margaret O'leary Employee Stock Ownership Plan · $924K · 29 · 24th
- NET $924K
- BOOK 29
- VS-ST 24th
- BOY ESOP
- SCH near Ross Group, Inc. Employee Stock Ownership Plan
- EBSA ind #2229
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 California →
Margaret O'leary Employee Stock Ownership Plan in the asset neighbourhood
Margaret O'leary Inc. years around the 2022 move
Sponsor-wide plan assets over time
All Margaret O'leary Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $945K 2.2626441881100265% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 29 | $924K |
| 2023 | 1 | 35 | $826K |
| 2024 | 1 | 31 | $945K |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | -$5M |
| Net Income | $300K |
| Employer EIN | 943147358 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in California
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Parsons Employee Stock Ownership Plan $2.9B · 7,804
- Acco Employee Stock Ownership Plan $1.2B · 1,318
- Rosendin Electric, Inc. Employee Stock Ownership Plan $995M · 1,488
- Recology Employee Stock Ownership Plan $462M · 3,560
- Agron, Inc. Employee Stock Ownership Plan $456M · 70
Margaret O'leary Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside California, the nearest ESOP by assets is Ross Group, Inc. Employee Stock Ownership Plan in GA ($924K); by covered participants it is Albert Arno, Incorporated Employee Stock Ownership Plan in MO (29 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($924K here).
Similar participant headcount
Nearest other-state filings by covered participants (29 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.