ESOP · DOL Form 5500 · 2022

Universal Oil, Inc. ESOP

Data updated 2026-08-25

$882K
Total assets Small plan by assets
25
Participants Small participant base
24th
Percentile by assets National rank
$35,269
Avg per participant Low balance/head
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Official DOL plan name: Universal Oil, Inc. Employee Stock Ownership Plan · Sponsored by Universal Oil, Inc. · Ohio · Wholesale Trade

$882K in assets, 25 participants

Universal Oil, Inc.'s Universal Oil, Inc. Employee Stock Ownership Plan reported $882K in total assets and 25 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.

  • #886 in Wholesale Trade (6,843 peers)

Universal Oil, Inc. multi-year trail

Universal Oil, Inc.'s plans moved +98.2% in assets from 2022 to 2024; this filing shows Universal Oil, Inc. Employee Stock Ownership Plan at $882K / 25 participants.

#886
in Wholesale Trade (6,843 peers)
+63.4%
assets growth YoY

Universal Oil, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

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

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

$881,720 24th percentile higher than 24% 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

Universal Oil, 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. Universal Oil, Inc. Employee Stock Ownership Plan is a small filing (25 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 340772362 · Universal Oil, Inc. PY 2022 · ESOP

Universal Oil, Inc. Employee Stock Ownership Plan · $882K · 25 · 24th

  • RANK $882K
  • RANK 25
  • RANK 24th
  • RANK ESOP
  • RANK near Odyssey Holdings, Inc. Employee Stock Ownership Plan
  • RANK ind #886

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 Ohio →

Universal Oil, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Universal Oil, Inc. Employee Stock Ownership PlanUniversal Oil, Inc. Employee…$882KOdyssey Holdings, Inc. Employee Stock Ownership PlanOdyssey Holdings, Inc. Emplo…$883KTab Computer Systems, Inc. Employee Stock Ownership PlanTab Computer Systems, Inc. E…$880KDel Rey Systems & Technology, Inc. Employee Stock Ownership PlanDel Rey Systems & Technology…$884KBicycle Warehouse Employee Stock Ownership Plan and TrustBicycle Warehouse Employee S…$875K
End-of-year total assets ($M) among Universal Oil, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Universal Oil, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Universal Oil, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 98.2128113233226% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $0.88M $1.75M ▲ +98.9%
Year Plans Participants Total Assets
2022 1 25 $882K
2023 1 28 $1M
2024 1 26 $2M

Universal Oil, Inc. filing trail (2022)

Total Assets (Beginning of Year)$540K
Net Assets (End of Year)$882K
Net Income$342K
Employer EIN340772362
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Ohio

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

Universal Oil, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants Universal Oil, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.00088172 · Participants: 25Universal Oil, Inc. Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 21.972067387 · Participants: 30782Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 1.386806135 · Participants: 1000The Garland Industries, Inc. Employee Stock Ownership Plan & TrustAdvanced Drainage Systems, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.559381199 · Participants: 3337Advanced Drainage Systems, Inc. Employee Stock Ownership PlanMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.556639229 · Participants: 808Messer Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.444757925 · Participants: 407Cleveland Steel Container Corporation Employee Stock Ownership Plan
Universal Oil, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Universal Oil, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest ESOP by assets is Odyssey Holdings, Inc. Employee Stock Ownership Plan in CA ($883K); by covered participants it is Econocorp, Inc. Employee Stock Ownership Plan in MA (25 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (25 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 Universal Oil, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Universal Oil, Inc. Employee Stock Ownership Plan surged - up 63.4% during 2022, from $540K to $882K. Reported net income was $342K.
How have Universal Oil, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Universal Oil, Inc.'s sponsor-wide assets grew 98.2%, from $882K to $2M.
Where does Universal Oil, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Universal Oil, Inc. Employee Stock Ownership Plan ranks in the 24th 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 Universal Oil, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Odyssey Holdings, Inc. Employee Stock Ownership Plan in CA ($883K, 61 participants).
Which ESOP plans cover a similar participant headcount to Universal Oil, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Econocorp, Inc. Employee Stock Ownership Plan in MA (25 participants, $291K 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 340772362.

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.