ESOP · DOL Form 5500 · 2022
O'neal, Inc. ESOP
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 222
- Participants Below avg headcount
- 66th
- Percentile by assets National rank
- $46,941
- Avg per participant Low balance/head
Official DOL plan name: O'neal, Inc. Employee Stock Ownership Plan and Trust · Sponsored by O'neal, Inc. · South Carolina · Professional & Technical Services
$10M in assets, 222 participants
O'neal, Inc.'s O'neal, Inc. Employee Stock Ownership Plan and Trust reported $10M in total assets and 222 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.
- #13,929 in Professional & Technical Services (21,562 peers)
O'neal, Inc. multi-year trail
O'neal, Inc.'s plans moved -25.6% in assets from 2022 to 2024; this filing shows O'neal, Inc. Employee Stock Ownership Plan and Trust at $10M / 222 participants.
- #13,929
- in Professional & Technical Services (21,562 peers)
- -19.9%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
O'neal, Inc. Employee Stock Ownership Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers
O'neal, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$10,420,906 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'neal, Inc. Employee Stock Ownership Plan and Trust 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'neal, Inc. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (222 participants).
Published 5500 schedule card
Filing strip 570619503 · O'neal, Inc. PY 2022 · ESOP
O'neal, Inc. Employee Stock Ownership Plan and Trust · $10M · 222 · 66th
- RANK $10M
- PHOTO 222
- IND 66th
- EOY ESOP
- 5500 near American Vision Windows, Inc. ESOP
- ASSETS ind #13929
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 South Carolina →
O'neal, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood
O'neal, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All O'neal, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $37M 25.611269694472455% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 438 | $50M |
| 2023 | 2 | 450 | $45M |
| 2024 | 2 | 430 | $37M |
O'neal, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | -$3M |
| Employer EIN | 570619503 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in South Carolina
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Bonitz, Inc. Employee Stock Ownership Plan $48M · 397
- Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan $21M · 40
- Synergi Employee Stock Ownership Plan $15M · 242
- Employees Stock Ownership Plan of Emory Wilson Process, Inc. $14M · 53
- Oobe Holdings, Inc. Employee Stock Ownership Plan $13M · 34
O'neal, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount
Outside South Carolina, the nearest ESOP by assets is American Vision Windows, Inc. ESOP in CA ($10M); by covered participants it is Hcc, Inc. Employee Stock Ownership Plan in IL (222 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (222 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.