401(k) · DOL Form 5500 · 2023

S.P. O'neil & Co. 401(k) Plan

Data updated 2026-08-25

$93K
Total assets Small plan by assets
1
Participants Small participant base
6th
Percentile by assets National rank
$92,741
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: S.P. O'neil & Co., Inc. 401(k) Profit Sharing Plan · Sponsored by S.P. O'neil & Co. · New Hampshire · Professional & Technical Services

$93K in assets, 1 participants

S.P. O'neil & Co.'s S.P. O'neil & Co., Inc. 401(k) Profit Sharing Plan reported $93K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 6th 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.

  • #1,050 in Professional & Technical Services (20,321 peers)

S.P. O'neil & Co. multi-year trail

S.P. O'neil & Co.'s plans moved -23.8% in assets from 2022 to 2024; this filing shows S.P. O'neil & Co., Inc. 401(k) Profit Sharing Plan at $93K / 1 participant.

#1,050
in Professional & Technical Services (20,321 peers)
-12.5%
assets change YoY

The plan reported a net loss of $13K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

S.P. O'neil & Co., Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

S.P. O'neil & Co., Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$92,741 6th percentile higher than 6% 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

S.P. O'neil & Co., Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. S.P. O'neil & Co., Inc. 401(k) Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • S.P. O'neil & Co., Inc. 401(k) Profit Sharing Plan reported net income fell from -$10K in the plan year 2022 filing to -$13K in the plan year 2023 filing.
  • S.P. O'neil & Co., Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $106K in the plan year 2022 filing to $93K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 461478319 · S.P. O'neil & Co. PY 2023 · 401(k)

S.P. O'neil & Co., Inc. 401(k) Profit Sharing Plan · $93K · 1 · 6th

  • EOY $93K
  • EOY 1
  • EOY 6th
  • EOY 401(k)
  • EOY near Malaya Group Inc. 401(k) Plan
  • EOY ind #1050

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 New Hampshire →

S.P. O'neil & Co., Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

S.P. O'neil & Co., Inc. 401(k) Profit Sharing PlanS.P. O'neil & Co., Inc. 401(…$93KMalaya Group Inc. 401(k) Plan$93KIgnite Enterprises Inc. 401(k) PlanIgnite Enterprises Inc. 401(…$93KThe Innovative Ideas & Solutions Corp. 401(k) Profit Sharing PlanThe Innovative Ideas & Solut…$93KDogwood Cottage Retirement PlanDogwood Cottage Retirement P…$93K
End-of-year total assets ($M) among S.P. O'neil & Co., Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

S.P. O'neil & Co. multi-year asset trail

Sponsor-wide plan assets over time

All S.P. O'neil & Co. plans reported in each filing year

Latest sponsor-wide plan assets
$81K 23.816759312564294% vs 2022
2024 filing year
$0.07M$0.08M$0.09M$0.1M$0.11M$0.12M 202220232024 $0.11M $0.08M ▼ -27.3%
Year Plans Participants Total Assets
2022 1 1 $106K
2023 1 1 $93K
2024 1 1 $81K

S.P. O'neil & Co. filing trail (2023)

Total Assets (Beginning of Year)$106K
Net Assets (End of Year)$93K
Net Income-$13K
Employer EIN461478319
Plan Effective Date2012-11-28
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Hampshire

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

S.P. O'neil & Co., Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600800 Total assets ($M) Participants S.P. O'neil & Co., Inc. 401(k) Profit Sharing Plan, Total assets ($M): 0.092741 · Participants: 1S.P. O'neil & Co., Inc. 401(k) Profit Sharing PlanC&s and Affiliates 401(k) Savings Plan (a), Total assets ($M): 574.6136 · Participants: 12135C&s and Affiliates 401(k) Savings Plan (a)Ams Osram Savings Plan, Total assets ($M): 461.503498 · Participants: 977Ams Osram Savings PlanAlbany International Corp. Prosperity Plus Savings Plan, Total assets ($M): 447.510354 · Participants: 1784Albany International Corp. Prosperity Plus Savings PlanConnection Employee 401(k) and Profit Sharing Plan, Total assets ($M): 378.181216 · Participants: 2702Connection Employee 401(k) and Profit Sharing PlanCoca Cola Beverages Northeast, Inc. Incentive Savings Plan, Total assets ($M): 362.577523 · Participants: 2708Coca Cola Beverages Northeast, Inc. Incentive Savings Plan
S.P. O'neil & Co., Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants
Compare S.P. O'neil & Co., Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

S.P. O'neil & Co., Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New Hampshire, the nearest 401(k) by assets is Malaya Group Inc. 401(k) Plan in MD ($93K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 S.P. O'neil & Co., Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
S.P. O'neil & Co., Inc. 401(k) Profit Sharing Plan pulled back noticeably - down 12.5% during 2023, from $106K to $93K. Reported net income was -$13K.
How have S.P. O'neil & Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), S.P. O'neil & Co.'s sponsor-wide assets declined 23.8%, from $106K to $81K.
Where does S.P. O'neil & Co., Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
S.P. O'neil & Co., Inc. 401(k) Profit Sharing Plan ranks in the 6th 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 401(k) plans are similar in size to S.P. O'neil & Co., Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Malaya Group Inc. 401(k) Plan in MD ($93K, 1 participant).
Which 401(k) plans cover a similar participant headcount to S.P. O'neil & Co., Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 461478319.

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.