ESOP · DOL Form 5500 · 2023
Oconee Federal Savings and Loan Association ESOP
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 69
- Participants Small participant base
- 32nd
- Percentile by assets National rank
- $33,521
- Avg per participant Low balance/head
Official DOL plan name: Oconee Savings & Loan Association Employee Stock Ownership Plan · Sponsored by Oconee Federal Savings and Loan Association · South Carolina · Finance & Insurance
$2M in assets, 69 participants
Oconee Federal Savings and Loan Association's Oconee Savings & Loan Association Employee Stock Ownership Plan reported $2M in total assets and 69 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.
- #1,962 in Finance & Insurance (8,869 peers)
Oconee Federal Savings and Loan Association multi-year trail
Oconee Federal Savings and Loan Association's plans moved -46.5% in assets from 2022 to 2024; this filing shows Oconee Savings & Loan Association Employee Stock Ownership Plan at $2M / 69 participants.
- #1,962
- in Finance & Insurance (8,869 peers)
- -45.1%
- 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.
Oconee Savings & Loan Association Employee Stock Ownership Plan among the smaller filed plans by assets
Oconee Savings & Loan Association Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,312,926 32nd percentile higher than 32% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Oconee Savings & Loan Association Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oconee Savings & Loan Association Employee Stock Ownership Plan is a small filing (69 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Oconee Savings & Loan Association Employee Stock Ownership Plan reported net income fell from $420K in the plan year 2022 filing to -$2M in the plan year 2023 filing.
- Oconee Savings & Loan Association Employee Stock Ownership Plan end-of-year assets fell from $4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 570242665 · Oconee Federal Savings and Loan Association PY 2023 · ESOP
Oconee Savings & Loan Association Employee Stock Ownership Plan · $2M · 69 · 32nd
- EOY $2M
- EOY 69
- EOY 32nd
- EOY ESOP
- EOY near H & C Tool Supply Corp. Employee Stock Ownership Plan
- EOY ind #1962
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 →
Oconee Savings & Loan Association Employee Stock Ownership Plan in the asset neighbourhood
Oconee Federal Savings and Loan Association multi-year asset trail
Sponsor-wide plan assets over time
All Oconee Federal Savings and Loan Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 46.470953252512714% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 69 | $4M |
| 2023 | 1 | 69 | $2M |
| 2024 | 1 | 65 | $2M |
Oconee Federal Savings and Loan Association filing trail (2023)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$2M |
| Employer EIN | 570242665 |
| Plan Effective Date | 1963-01-01 |
| 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 $62M · 342
- Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan $23M · 50
- Synergi Employee Stock Ownership Plan $21M · 263
- Dwg, Inc. Consulting Engineers Employee Stock Ownership Plan $14M · 25
- Life Cycle Engineering, Inc. Employee Stock Ownership Plan $14M · 367
Oconee Savings & Loan Association Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside South Carolina, the nearest ESOP by assets is H & C Tool Supply Corp. Employee Stock Ownership Plan in NY ($2M); by covered participants it is Back Construction Employee Stock Ownership Plan in KY (69 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (69 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.