401(k) · DOL Form 5500 · 2022
O'neil & Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 161
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $84,171
- Avg per participant Below avg balance/head
Official DOL plan name: O'neil & Associates, Inc. Profit Sharing and Savings Plan · Sponsored by O'neil & Associates, Inc. · Ohio · Information & Media
$14M in assets, 161 participants
O'neil & Associates, Inc.'s O'neil & Associates, Inc. Profit Sharing and Savings Plan reported $14M in total assets and 161 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.
- #1,735 in Information & Media (2,911 peers)
Coverage in Ohio
O'neil & Associates, Inc. Profit Sharing and Savings Plan covers 161 participants in Ohio, about 21% of the average Ohio filer (state average ~765 per filing). Assets: $14M.
- #1,735
- in Information & Media (2,911 peers)
- -15.2%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
O'neil & Associates, Inc. Profit Sharing and Savings Plan's outsized position by total assets
O'neil & Associates, Inc. Profit Sharing and Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$13,551,576 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'neil & Associates, Inc. Profit Sharing and Savings 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. Profit Sharing and Savings Plan sits mid-pack in the medium band (161 participants).
DOL schedule card
Filing strip 310629068 · O'neil & Associates, Inc. PY 2022 · 401(k)
O'neil & Associates, Inc. Profit Sharing and Savings Plan · $14M · 161 · 71st
- BOOK $14M
- VS-ST 161
- BOY 71st
- SCH 401(k)
- EBSA near United Workers Pension Fund
- PART ind #1735
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 Information & Media retirement plans → · Plans in Ohio →
O'neil & Associates, Inc. Profit Sharing and Savings Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | -$2M |
| Employer EIN | 310629068 |
| Plan Effective Date | 1967-01-01 |
| 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 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'neil & Associates, Inc. Profit Sharing and Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is United Workers Pension Fund in NY ($14M); by covered participants it is Bartley Healthcare, Inc. 401(k) Plan in NJ (161 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- United Workers Pension Fund (NY) $14M · 649
- Jensen Builders Ltd Employees' Savings Trust (IA) $14M · 185
- Reinhausen Manufacturing Inc. 401(k) & Retirement Plan (TN) $14M · 189
- Mccoy-Rockford, Inc. 401(k) Retirement Plan (TX) $14M · 149
Similar participant headcount
Nearest other-state filings by covered participants (161 participants); asset peers above are excluded.
- Bartley Healthcare, Inc. 401(k) Plan (NJ) 161 · 0 off
- Nativo, Inc. 401(k) Plan (CA) 161 · 0 off
- Glenstone Foundation 401(k) Plan (MD) 161 · 0 off
- The Baker Company Profit Sharing and Retirement Plan (ME) 161 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.