401(k) · DOL Form 5500 · 2022
O'neill Management, LLC 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 712
- Participants Below avg headcount
- 71st
- Percentile by assets National rank
- $19,720
- Avg per participant Low balance/head
Official DOL plan name: O'neill Healthcare 401(k) Plan · Sponsored by O'neill Management, LLC · Ohio · Healthcare & Social Assistance
$14M in assets, 712 participants
O'neill Management, LLC's O'neill Healthcare 401(k) Plan reported $14M in total assets and 712 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.
- #15,253 in Healthcare & Social Assistance (20,060 peers)
O'neill Management, LLC multi-year trail
O'neill Management, LLC's plans moved +29.1% in assets from 2022 to 2024; this filing shows O'neill Healthcare 401(k) Plan at $14M / 712 participants.
- #15,253
- in Healthcare & Social Assistance (20,060 peers)
- -20.8%
- assets change YoY
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
O'neill Healthcare 401(k) Plan's outsized position by total assets
O'neill Healthcare 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$14,040,381 Top 29% higher than 71% 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
O'neill Healthcare 401(k) Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. O'neill Healthcare 401(k) Plan sits mid-pack in the medium band (712 participants).
DOL schedule card
Filing strip 341882697 · O'neill Management, LLC PY 2022 · 401(k)
O'neill Healthcare 401(k) Plan · $14M · 712 · 71st
- BOOK $14M
- VS-ST 712
- BOY 71st
- SCH 401(k)
- EBSA near Desktop Metal Retirement Plan
- PART ind #15253
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 Healthcare & Social Assistance retirement plans → · Plans in Ohio →
O'neill Healthcare 401(k) Plan in the asset neighbourhood
O'neill Management, LLC multi-year asset trail
Sponsor-wide plan assets over time
All O'neill Management, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 29.091617955381693% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 712 | $14M |
| 2023 | 1 | 818 | $17M |
| 2024 | 1 | 961 | $18M |
O'neill Management, LLC filing trail (2022)
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | -$4M |
| Employer EIN | 341882697 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Sherwin-Williams Company 401(k) Plan $8.3B · 44,890
- The Progressive 401(k) Plan $7.6B · 50,299
- The Kroger Co. 401(k) Retirement Savings Account Plan $7.3B · 116,133
- Nationwide Savings Plan $6.7B · 24,278
- Marathon Petroleum Thrift Plan $6.4B · 17,666
O'neill Healthcare 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Desktop Metal Retirement Plan in MA ($14M); by covered participants it is Nicolet National Bank 401(k) Plan in WI (712 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
Similar participant headcount
Nearest other-state filings by covered participants (712 participants); asset peers above are excluded.
- Nicolet National Bank 401(k) Plan (WI) 712 · 0 off
- Tristar Risk Management, Inc. 401(k) Plan (CA) 712 · 0 off
- Creditcorp 401(k) Profit Sharing Plan (TN) 712 · 0 off
- Wilson Electric 401(k) Plan (AZ) 712 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.