ESOP · DOL Form 5500 · 2023

Onex, Inc. ESOP

Data updated 2026-08-25

$12M
Total assets Small plan by assets
31
Participants Small participant base
62nd
Percentile by assets National rank
$376,774
Avg per participant High balance/head
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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.

  • #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.

#5,466
in Construction (9,030 peers)
+60.0%
assets growth YoY

Onex, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

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

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

Onex, 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. Onex, Inc. Employee Stock Ownership Plan is a small filing (31 participants) on this national headcount ladder.

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.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 251158121 · Onex, Inc. PY 2023 · ESOP

Onex, Inc. Employee Stock Ownership Plan · $12M · 31 · 62nd

  • NET $12M
  • NET 31
  • NET 62nd
  • NET ESOP
  • NET near Kaestle Boos Associates, Inc. Employee Stock Ownership Plan
  • NET ind #5466

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 Pennsylvania →

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

Processed Metals Innovators, Inc. Employee Stock Ownership PlanProcessed Metals Innovators,…$12MTwin City Dies Castings Company Employee Stock Ownership PlanTwin City Dies Castings Comp…$12MOnex, Inc. Employee Stock Ownership PlanOnex, Inc. Employee Stock Ow…$12MKaestle Boos Associates, Inc. Employee Stock Ownership PlanKaestle Boos Associates, Inc…$12MSite Supply Employee Stock Ownership PlanSite Supply Employee Stock O…$12M
End-of-year total assets ($M) among Onex, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Onex, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Onex, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 150.41095890410958% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $7.3M $18.3M ▲ +150.4%
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 EIN251158121
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Pennsylvania

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

Onex, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Onex, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.01168 · Participants: 31Onex, Inc. Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.338226537 · Participants: 42695Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.558044827 · Participants: 342Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.686501046 · Participants: 2353Centimark Corporation Employee Stock Ownership Plan and TrustSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.686202616 · Participants: 13858Sheetz, Inc. Employee Stock Ownership PlanD & H Employee Stock Ownership Plan, Total assets ($B): 0.288933356 · Participants: 1461D & H Employee Stock Ownership Plan
Onex, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Onex, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest ESOP by assets is Kaestle Boos Associates, Inc. Employee Stock Ownership Plan in CT ($12M); by covered participants it is Miller/Howard Investments, Inc. Employee Stock Ownership Plan in NY (31 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (31 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 Onex, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Onex, Inc. Employee Stock Ownership Plan surged - up 60.0% during 2023, from $7M to $12M. Reported net income was $5M.
How have Onex, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Onex, Inc.'s sponsor-wide assets grew 150.4%, from $7M to $18M.
Which ESOP plans are similar in size to Onex, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Kaestle Boos Associates, Inc. Employee Stock Ownership Plan in CT ($12M, 64 participants).
Which ESOP plans cover a similar participant headcount to Onex, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Miller/Howard Investments, Inc. Employee Stock Ownership Plan in NY (31 participants, $11M 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 251158121.

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.