ESOP · DOL Form 5500 · 2023

Ologie, Inc. ESOP

Data updated 2026-08-25

$390K
Total assets Small plan by assets
64
Participants Small participant base
16th
Percentile by assets National rank
$6,094
Avg per participant Low balance/head
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Official DOL plan name: Ologie, Inc. Employee Stock Ownership Plan · Sponsored by Ologie, Inc. · Ohio · Professional & Technical Services

$390K in assets, 64 participants

Ologie, Inc.'s Ologie, Inc. Employee Stock Ownership Plan reported $390K in total assets and 64 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

  • #2,429 in Professional & Technical Services (20,321 peers)

Ologie, Inc. multi-year trail

Ologie, Inc.'s plans moved +550.3% in assets from 2023 to 2024; this filing shows Ologie, Inc. Employee Stock Ownership Plan at $390K / 64 participants.

#2,429
in Professional & Technical Services (20,321 peers)
-61.0%
assets change YoY

The plan reported a net loss of $17M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ologie, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Ologie, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$390,000 16th percentile higher than 16% of 127,068 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 2023

Ologie, Inc. 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. Ologie, Inc. Employee Stock Ownership Plan is a small filing (64 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 470900381 · Ologie, Inc. PY 2023 · ESOP

Ologie, Inc. Employee Stock Ownership Plan · $390K · 64 · 16th

  • VS-ST $390K
  • BOY 64
  • SCH 16th
  • EBSA ESOP
  • PART near L&m Warehousing, Inc. Employee Stock Ownership Plan
  • TYPE ind #2429

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 →

Ologie, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Ologie, Inc. Employee Stock Ownership PlanOlogie, Inc. Employee Stock …$390KL&m Warehousing, Inc. Employee Stock Ownership PlanL&m Warehousing, Inc. Employ…$391KAlaska Auto Employee Plan$391KDonnelly Service Group, Inc. Employee Stock Ownership PlanDonnelly Service Group, Inc.…$388KFranklin Insurance Agency, Inc. Employee Stock Ownership PlanFranklin Insurance Agency, I…$392K
End-of-year total assets ($M) among Ologie, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Ologie, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Ologie, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 550.2564102564103% vs 2023
2024 filing year
$0M$1M$2M$3M 20232024 $0.39M $2.54M ▲ +551.3%
Year Plans Participants Total Assets
2023 1 64 $390K
2024 1 64 $3M

Ologie, Inc. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)-$16M
Net Income-$17M
Employer EIN470900381
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Ohio

Peer ESOP plans, same state, same plan type, ranked by total assets.

Ologie, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -100102030 Total assets ($B) Participants Ologie, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.00039 · Participants: 64Ologie, Inc. Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 23.091305753 · Participants: 32152Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 1.692644904 · Participants: 1019The Garland Industries, Inc. Employee Stock Ownership Plan & TrustMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.62249774 · Participants: 873Messer Inc. Employee Stock Ownership PlanGreat Lakes Cheese Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.504257458 · Participants: 4110Great Lakes Cheese Co., Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.451883636 · Participants: 434Cleveland Steel Container Corporation Employee Stock Ownership Plan
Ologie, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Ologie, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Ologie, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is L&m Warehousing, Inc. Employee Stock Ownership Plan in PA ($391K); by covered participants it is Minn-Dak, Co. Employee Stock Ownership Plan in ND (64 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (64 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.

Frequently Asked Questions

How did Ologie, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Ologie, Inc. Employee Stock Ownership Plan contracted severely - down 61.0% during 2023, from $1M to $390K. Reported net income was -$17M.
How have Ologie, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Ologie, Inc.'s sponsor-wide assets grew 550.3%, from $390K to $3M.
Where does Ologie, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Ologie, Inc. Employee Stock Ownership Plan ranks in the 16th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Ologie, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is L&m Warehousing, Inc. Employee Stock Ownership Plan in PA ($391K, 43 participants).
Which ESOP plans cover a similar participant headcount to Ologie, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Minn-Dak, Co. Employee Stock Ownership Plan in ND (64 participants, $26M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 470900381.

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.