ESOP · DOL Form 5500 · 2023

Oei, Inc. ESOP

Data updated 2026-08-25

$55M
Total assets Below avg plan size
1,665
Participants Near avg headcount
86th
Percentile by assets National rank
$32,925
Avg per participant Low balance/head
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Official DOL plan name: Olsson, Inc. Employee Stock Ownership Plan · Sponsored by Oei, Inc. · Nebraska · Professional & Technical Services

$55M in assets, 1,665 participants

Oei, Inc.'s Olsson, Inc. Employee Stock Ownership Plan reported $55M in total assets and 1,665 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #17,786 in Professional & Technical Services (20,321 peers)

Coverage in Nebraska

Olsson, Inc. Employee Stock Ownership Plan covers 1,665 participants in Nebraska, 3.0x the typical Nebraska plan (state average ~552 per filing). Assets: $55M.

#17,786
in Professional & Technical Services (20,321 peers)
+11.0%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Olsson, Inc. Employee Stock Ownership Plan's outsized position by total assets

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

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

$54,820,038 Top 14% higher than 86% 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

Olsson, Inc. Employee Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Olsson, Inc. Employee Stock Ownership Plan lands in the large band (1,665 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Olsson, Inc. Employee Stock Ownership Plan reported net income fell from $8M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Olsson, Inc. Employee Stock Ownership Plan reported participants rose from 1,480 in the plan year 2022 filing to 1,665 in the plan year 2023 filing.
  • Olsson, Inc. Employee Stock Ownership Plan end-of-year assets rose from $49M in the plan year 2022 filing to $55M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 470532319 · Oei, Inc. PY 2023 · ESOP

Olsson, Inc. Employee Stock Ownership Plan · $55M · 1,665 · 86th

  • PCT $55M
  • EIN 1,665
  • RANK 86th
  • PHOTO ESOP
  • IND near Carroll Distributing & Construction Supply, Inc. Employee Stock Ownership Plan
  • EOY ind #17786

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 Nebraska →

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

Millstone Weber Employee Stock Ownership PlanMillstone Weber Employee Sto…$55MMsa Professional Services, Inc. Employee Stock Ownership PlanMsa Professional Services, I…$55MCarroll Distributing & Construction Supply, Inc. Employee Stock Ownership PlanCarroll Distributing & Const…$55MOlsson, Inc. Employee Stock Ownership PlanOlsson, Inc. Employee Stock …$55MTriad Manufacturing, Inc. Employee Stock Ownership PlanTriad Manufacturing, Inc. Em…$55M
End-of-year total assets ($M) among Olsson, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Nebraska filing particulars

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$55M
Net Income$5M
Employer EIN470532319
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oei, Inc.)

Sponsor-wide plan assets over time

All Oei, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$347M 54.73644044520118% vs 2022
2024 filing year
$200M$250M$300M$350M$400M 202220232024 $225M $347M ▲ +54.7%
Year Plans Participants Total Assets
2022 2 3,086 $224M
2023 2 3,420 $281M
2024 2 3,706 $347M

Nearby ESOP Plans in Nebraska

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

Olsson, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 0100200300400500 Total assets ($M) Participants Olsson, Inc. Employee Stock Ownership Plan, Total assets ($M): 54.820038 · Participants: 1665Olsson, Inc. Employee Stock Ownership PlanMead Lumber Company Employee Stock Ownership Plan and Trust, Total assets ($M): 392.139506 · Participants: 1316Mead Lumber Company Employee Stock Ownership Plan and TrustTaylor & Martin Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 217.903912 · Participants: 65Taylor & Martin Enterprises, Inc. Employee Stock Ownership PlanCommonwealth Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 147.784876 · Participants: 214Commonwealth Holdings, Inc. Employee Stock Ownership PlanBuilders Supply Co. , Inc. Employee Stock Ownership Plan, Total assets ($M): 118.345407 · Participants: 242Builders Supply Co. , Inc. Employee Stock Ownership PlanMajors Plastics, Inc. Employee Stock Ownership Plan, Total assets ($M): 95.323024 · Participants: 386Majors Plastics, Inc. Employee Stock Ownership Plan
Olsson, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Nebraska, assets vs. participants
Compare Olsson, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Nebraska, the nearest ESOP by assets is Carroll Distributing & Construction Supply, Inc. Employee Stock Ownership Plan in IA ($55M); by covered participants it is Adams and Associates, Inc. Employee Stock Ownership Plan in NV (1,662 participants). Same-state nearby plans are listed separately above.

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 Olsson, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Olsson, Inc. Employee Stock Ownership Plan grew at a solid clip - up 11.0% during 2023, from $49M to $55M. Reported net income was $5M.
How have Oei, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oei, Inc.'s sponsor-wide assets grew 54.7%, from $224M to $347M.
Where does Olsson, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Olsson, Inc. Employee Stock Ownership Plan ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Olsson, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Carroll Distributing & Construction Supply, Inc. Employee Stock Ownership Plan in IA ($55M, 265 participants).
Which ESOP plans cover a similar participant headcount to Olsson, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Adams and Associates, Inc. Employee Stock Ownership Plan in NV (1,662 participants, $48M 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 470532319.

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.