401(k) · DOL Form 5500 · 2022

O'neal, Inc. 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
216
Participants Below avg headcount
86th
Percentile by assets National rank
$181,183
Avg per participant Above avg balance/head
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Official DOL plan name: O'neal, Inc. 401(k) Plan and Trust · Sponsored by O'neal, Inc. · South Carolina · Professional & Technical Services

$39M in assets, 216 participants

O'neal, Inc.'s O'neal, Inc. 401(k) Plan and Trust reported $39M in total assets and 216 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #18,689 in Professional & Technical Services (21,562 peers)

Where O'neal, Inc. 401(k) Plan and Trust sits by assets

O'neal, Inc. 401(k) Plan and Trust sits in the top quartile of all filed plans by assets, $39M for 216 participants (~$181,183/participant), down 21.3% in 2022.

#18,689
in Professional & Technical Services (21,562 peers)
-21.3%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

O'neal, Inc. 401(k) Plan and Trust's outsized position by total assets

O'neal, Inc. 401(k) Plan and Trust vs every filed plan by assets

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

$39,135,575 Top 14% higher than 86% 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

O'neal, Inc. 401(k) 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. 401(k) Plan and Trust sits mid-pack in the medium band (216 participants).

Form 5500 schedule snapshot

Filing strip 570619503 · O'neal, Inc. PY 2022 · 401(k)

O'neal, Inc. 401(k) Plan and Trust · $39M · 216 · 86th

  • TYPE $39M
  • TYPE 216
  • TYPE 86th
  • TYPE 401(k)
  • TYPE near Lake Trust Credit Union 401(k) Plan
  • TYPE ind #18689

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 Professional & Technical Services retirement plans → · Plans in South Carolina →

O'neal, Inc. 401(k) Plan and Trust in the asset neighbourhood

O'neal, Inc. 401(k) Plan and TrustO'neal, Inc. 401(k) Plan and…$39MLake Trust Credit Union 401(k) PlanLake Trust Credit Union 401(…$39MScherer Bros Lumber Co 401(k) Profit Sharing PlanScherer Bros Lumber Co 401(k…$39MAgri Profit Sharing Plan$39MLoretto Employee 401(k) Savings PlanLoretto Employee 401(k) Savi…$39M
End-of-year total assets ($M) among O'neal, Inc. 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$39M
Net Income-$11M
Employer EIN570619503
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (O'neal, Inc.)

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
$35M$40M$45M$50M$55M 202220232024 $49.6M $36.9M ▼ -25.6%
Year Plans Participants Total Assets
2022 2 438 $50M
2023 2 450 $45M
2024 2 430 $37M

Nearby 401(k) Plans in South Carolina

Peer 401(k) plans, same state, same plan type, ranked by total assets.

O'neal, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants O'neal, Inc. 401(k) Plan and Trust, Total assets ($B): 0.039135575 · Participants: 216O'neal, Inc. 401(k) Plan and TrustMichelin 401(k) Savings Plan, Total assets ($B): 3.615828322 · Participants: 13708Michelin 401(k) Savings PlanThe Savannah River Nuclear Solutions, LLC Defined Contribution Plan, Total assets ($B): 2.219673264 · Participants: 7829The Savannah River Nuclear Solutions, LLC Defined Contribution PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.214442524 · Participants: 9714Sonoco Retirement & Savings PlanThe Milliken Retirement Plan, Total assets ($B): 1.154082573 · Participants: 6185The Milliken Retirement PlanBlue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan, Total assets ($B): 1.085276125 · Participants: 11881Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan
O'neal, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in South Carolina, assets vs. participants
Compare O'neal, Inc. 401(k) Plan and Trust side-by-side with 3 peers →

O'neal, Inc. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside South Carolina, the nearest 401(k) by assets is Lake Trust Credit Union 401(k) Plan in MI ($39M); by covered participants it is Navitas Midstream Management L 401(k) Profit Sharing Plan & Trust in TX (216 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($39M here).

Similar participant headcount

Nearest other-state filings by covered participants (216 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 O'neal, Inc. 401(k) Plan and Trust assets move in 2022? ▼
O'neal, Inc. 401(k) Plan and Trust declined sharply - down 21.3% during 2022, from $50M to $39M. Reported net income was -$11M.
How have O'neal, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), O'neal, Inc.'s sponsor-wide assets declined 25.6%, from $50M to $37M.
Where does O'neal, Inc. 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
O'neal, Inc. 401(k) Plan and Trust ranks in the 86th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to O'neal, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Lake Trust Credit Union 401(k) Plan in MI ($39M, 447 participants).
Which 401(k) plans cover a similar participant headcount to O'neal, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Navitas Midstream Management L 401(k) Profit Sharing Plan & Trust in TX (216 participants, N/A 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 570619503.

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.