Profit Sharing · DOL Form 5500 · 2022
Steven O'neal, Cpa Profit Sharing Plan
Data updated 2026-08-25
- $256K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 12th
- Percentile by assets National rank
- $63,956
- Avg per participant Low balance/head
Official DOL plan name: Steven O'neal, Cpa, PC, Profit Sharing Plan · Sponsored by Steven O'neal, Cpa · Oklahoma · Professional & Technical Services
$256K in assets, 4 participants
Steven O'neal, Cpa's Steven O'neal, Cpa, PC, Profit Sharing Plan reported $256K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 12th 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.
- #2,173 in Professional & Technical Services (21,562 peers)
Steven O'neal, Cpa multi-year trail
Steven O'neal, Cpa's plans moved -51.0% in assets from 2022 to 2024; this filing shows Steven O'neal, Cpa, PC, Profit Sharing Plan at $256K / 4 participants.
- #2,173
- in Professional & Technical Services (21,562 peers)
- -18.3%
- assets change YoY
The plan reported a net loss of $57K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Steven O'neal, Cpa, PC, Profit Sharing Plan among the smaller filed plans by assets
Steven O'neal, Cpa, PC, Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$255,825 12th percentile higher than 12% 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
Steven O'neal, Cpa, PC, Profit Sharing 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. Steven O'neal, Cpa, PC, Profit Sharing Plan is a micro filing (4 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 272278746 · Steven O'neal, Cpa PY 2022 · Profit Sharing
Steven O'neal, Cpa, PC, Profit Sharing Plan · $256K · 4 · 12th
- IND $256K
- EOY 4
- 5500 12th
- ASSETS Profit Sharing
- PCT near W.a.D.E. Inc. Retirement Plan
- EIN ind #2173
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 Professional & Technical Services retirement plans → · Plans in Oklahoma →
Steven O'neal, Cpa, PC, Profit Sharing Plan in the asset neighbourhood
Steven O'neal, Cpa multi-year asset trail
Sponsor-wide plan assets over time
All Steven O'neal, Cpa plans reported in each filing year
- Latest sponsor-wide plan assets
- $125K 51.01886054920356% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $256K |
| 2023 | 1 | 2 | $12K |
| 2024 | 1 | 1 | $125K |
Steven O'neal, Cpa filing trail (2022)
| Total Assets (Beginning of Year) | $313K |
|---|---|
| Net Assets (End of Year) | $256K |
| Net Income | -$57K |
| Employer EIN | 272278746 |
| Plan Effective Date | 2010-04-19 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Oklahoma
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Dolese Bros. Co. Profit Sharing Plan $103M · 975
- Family & Children's Services 403(b) Plan $28M · 762
- Eskridge Auto Group Profit Sharing Plan $22M · 148
- Veenker Resources, Inc. Profit Sharing Plan $18M · 9
- Midlands Management Corporation 401(k) Plan $9M · 74
Steven O'neal, Cpa, PC, Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Oklahoma, the nearest Profit Sharing by assets is W.a.D.E. Inc. Retirement Plan in TN ($256K); by covered participants it is Arz Education Retirement Plan in CA (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($256K here).
- W.a.D.E. Inc. Retirement Plan (TN) $256K · 3
- Brooks Investment Company Pension Transfer Trust Plan (MO) $256K · N/A
- Baldwin and Sons Inc. Retirement Plan (TX) $256K · 2
- Fpe Fitness Inc. Retirement Plan (TX) $256K · 1
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Arz Education Retirement Plan (CA) 4 · 0 off
- Precision Signs, Inc. Retirement Plan (NC) 4 · 0 off
- Herms Lumber Sales, Inc. Profit Sharing Plan (CA) 4 · 0 off
- Reed & Reed Profit Sharing Plan (TX) 4 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.