ESOP · DOL Form 5500 · 2023
Onex, Inc. ESOP
Data updated 2026-08-11
- $12M
- Total assets
- 31
- Participants
- 62nd
- Percentile by assets
- $376,774
- Avg per participant
Official DOL plan name: Onex, Inc. Employee Stock Ownership Plan · Sponsored by Onex, Inc. · Pennsylvania · Construction
$12M in assets, 31 participants
Onex, Inc.'s Onex, Inc. Employee Stock Ownership Plan reported $12M in total assets and 31 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.
- 62nd percentile by assets (of 127,072 plans)
- #5,466 in Construction (9,030 peers)
Onex, Inc. multi-year trail
Onex, Inc.'s plans moved +150.4% in assets from 2022 to 2024; this filing shows Onex, Inc. Employee Stock Ownership Plan at $12M / 31 participants.
- $12M
- total plan assets (2023 EOY)
- 31
- covered participants
- 62nd
- percentile by assets (of 127,072 plans)
- $376,774
- avg assets per participant
Where Onex, Inc. Employee Stock Ownership Plan sits by total assets
Onex, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$11,680,000 Top 38% higher than 62% 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
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Onex, Inc. Employee Stock Ownership Plan end-of-year assets rose from $7M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- Onex, Inc. Employee Stock Ownership Plan reported net income rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Onex, Inc. Employee Stock Ownership Plan reported participants fell from 32 in the plan year 2022 filing to 31 in the plan year 2023 filing.
Onex, Inc. across 3 plan years on file
Across the 3 plan years Onex, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $7M to $18M, a gain of 150.4%, while reported participants moved from 32 to 36 (+12.5%). Peak year by sponsor assets: 2024 ($18M); trough: 2022 ($7M).
Onex, Inc. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 32 | $7M |
| 2023 | 1 | 31 | $12M |
| 2024 | 1 | 36 | $18M |
Onex, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $5M |
| Employer EIN | 251158121 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Pennsylvania
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Wawa, Inc. Employee Stock Ownership Plan $5.3B · 42,695
- Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement $1.6B · 342
- Centimark Corporation Employee Stock Ownership Plan and Trust $687M · 2,353
- Sheetz, Inc. Employee Stock Ownership Plan $686M · 13,858
- D & H Employee Stock Ownership Plan $289M · 1,461
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Onex, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Onex, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
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Next read for Onex, Inc. Employee Stock Ownership Plan
Multi-year trail
Ways to act on Onex, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Onex, Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Pennsylvania. Compare plans
- Onex, Inc.'s sponsor-wide assets have grown 150.4% since 2022 across 3 plan years on file. More Construction plans