ESOP · DOL Form 5500 · 2022

Ollis and Company ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
47
Participants Small participant base
61st
Percentile by assets National rank
$178,903
Avg per participant Above avg balance/head
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Official DOL plan name: Ollis and Company Employee Stock Ownership Plan · Sponsored by Ollis and Company · Missouri · Finance & Insurance

$8M in assets, 47 participants

Ollis and Company's Ollis and Company Employee Stock Ownership Plan reported $8M in total assets and 47 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.

  • #4,142 in Finance & Insurance (9,261 peers)

Ollis and Company multi-year trail

Ollis and Company's plans moved +54.7% in assets from 2022 to 2024; this filing shows Ollis and Company Employee Stock Ownership Plan at $8M / 47 participants.

#4,142
in Finance & Insurance (9,261 peers)
+7.2%
assets growth YoY

Ollis and Company Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Ollis and Company Employee Stock Ownership Plan vs every filed plan by assets

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

$8,408,436 Top 39% higher than 61% 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

Ollis and Company 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. Ollis and Company Employee Stock Ownership Plan is a small filing (47 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 440600671 · Ollis and Company PY 2022 · ESOP

Ollis and Company Employee Stock Ownership Plan · $8M · 47 · 61st

  • EIN $8M
  • RANK 47
  • PHOTO 61st
  • IND ESOP
  • EOY near Philpott Solutions Group, Inc. Employee Stock Ownership Plan and Trust
  • 5500 ind #4142

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 Missouri →

Ollis and Company Employee Stock Ownership Plan in the asset neighbourhood

American Floor Covering, Inc. Employee Stock Ownership PlanAmerican Floor Covering, Inc…$8MOllis and Company Employee Stock Ownership PlanOllis and Company Employee S…$8MPhilpott Solutions Group, Inc. Employee Stock Ownership Plan and TrustPhilpott Solutions Group, In…$8MOdell Brewing Company Co-Worker Stock Ownership PlanOdell Brewing Company Co-Wor…$8MAffinity Bank Employee Stock Ownership PlanAffinity Bank Employee Stock…$8M
End-of-year total assets ($M) among Ollis and Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Ollis and Company multi-year asset trail

Sponsor-wide plan assets over time

All Ollis and Company plans reported in each filing year

Latest sponsor-wide plan assets
$20M 54.744284608298976% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $13.1M $20.3M ▲ +54.7%
Year Plans Participants Total Assets
2022 2 101 $13M
2023 2 112 $16M
2024 2 117 $20M

Ollis and Company filing trail (2022)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income$562K
Employer EIN440600671
Plan Effective Date1974-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Missouri

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

Ollis and Company Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -1012345 Total assets ($B) Participants Ollis and Company Employee Stock Ownership Plan, Total assets ($B): 0.008408436 · Participants: 47Ollis and Company Employee Stock Ownership PlanBurns & Mcdonnell, Inc. Employee Stock Ownership Plan, Total assets ($B): 3.96136732 · Participants: 7358Burns & Mcdonnell, Inc. Employee Stock Ownership PlanMccarthy Employee Stock Ownership Plan, Total assets ($B): 1.201297589 · Participants: 3252Mccarthy Employee Stock Ownership PlanArco DB Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.353124189 · Participants: 432Arco DB Companies, Inc. Employee Stock Ownership PlanJe Dunn Employee Stock Ownership Plan and Trust, Total assets ($B): 0.332246957 · Participants: 2641Je Dunn Employee Stock Ownership Plan and TrustSrc Employee Stock Ownership Plan and Trust, Total assets ($B): 0.238180744 · Participants: 1388Src Employee Stock Ownership Plan and Trust
Ollis and Company Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants
Compare Ollis and Company Employee Stock Ownership Plan side-by-side with 3 peers →

Ollis and Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Missouri, the nearest ESOP by assets is Philpott Solutions Group, Inc. Employee Stock Ownership Plan and Trust in OH ($8M); by covered participants it is Turn-Key Tunneling, Inc. Employee Stock Ownership Plan in OH (47 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (47 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 Ollis and Company Employee Stock Ownership Plan assets move in 2022? ▼
Ollis and Company Employee Stock Ownership Plan grew at a solid clip - up 7.2% during 2022, from $8M to $8M. Reported net income was $562K.
How have Ollis and Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ollis and Company's sponsor-wide assets grew 54.7%, from $13M to $20M.
Which ESOP plans are similar in size to Ollis and Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Philpott Solutions Group, Inc. Employee Stock Ownership Plan and Trust in OH ($8M, 36 participants).
Which ESOP plans cover a similar participant headcount to Ollis and Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Turn-Key Tunneling, Inc. Employee Stock Ownership Plan in OH (47 participants, $7M 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 440600671.

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.