ESOP · DOL Form 5500 · 2022
O Neil & Associates, Inc. ESOP
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 148
- Participants Small participant base
- 66th
- Percentile by assets National rank
- $72,687
- Avg per participant Below avg balance/head
Official DOL plan name: O'neil & Associates, Inc. Employee Stock Ownership Plan · Sponsored by O Neil & Associates, Inc. · Ohio · Information & Media
$11M in assets, 148 participants
O Neil & Associates, Inc.'s O'neil & Associates, Inc. Employee Stock Ownership Plan reported $11M in total assets and 148 participants in its 2022 DOL Form 5500 filing, ranking in the 66th 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.
- #1,595 in Information & Media (2,911 peers)
Coverage in Ohio
O'neil & Associates, Inc. Employee Stock Ownership Plan covers 148 participants in Ohio, about 19% of the average Ohio filer (state average ~765 per filing). Assets: $11M.
- #1,595
- in Information & Media (2,911 peers)
- -29.6%
- 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'neil & Associates, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Information & Media and all filers
O'neil & Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$10,757,637 Top 34% higher than 66% 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'neil & Associates, Inc. Employee Stock Ownership 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'neil & Associates, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (148 participants).
DOL schedule card
Filing strip 310629068 · O Neil & Associates, Inc. PY 2022 · ESOP
O'neil & Associates, Inc. Employee Stock Ownership Plan · $11M · 148 · 66th
- PCT $11M
- PCT 148
- PCT 66th
- PCT ESOP
- PCT near First Northwest Bancorp Employee Stock Ownership Plan
- PCT ind #1595
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 →
O'neil & Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$4M |
| Employer EIN | 310629068 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (O Neil & Associates, Inc.)
Sponsor-wide plan assets over time
All O Neil & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 6.211529760342303% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 309 | $24M |
| 2023 | 2 | 302 | $28M |
| 2024 | 2 | 345 | $23M |
Nearby ESOP Plans in Ohio
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan $22.0B · 30,782
- The Garland Industries, Inc. Employee Stock Ownership Plan & Trust $1.4B · 1,000
- Advanced Drainage Systems, Inc. Employee Stock Ownership Plan $559M · 3,337
- Messer Inc. Employee Stock Ownership Plan $557M · 808
- Cleveland Steel Container Corporation Employee Stock Ownership Plan $445M · 407
O'neil & Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Ohio, the nearest ESOP by assets is First Northwest Bancorp Employee Stock Ownership Plan in WA ($11M); by covered participants it is 2015 Amended and Restated Waterstone Bank Ssb Employee Stock Ownership Plan in WI (148 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (148 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.