ESOP · DOL Form 5500 · 2023

O'neil Industries, Inc. ESOP

Data updated 2026-08-25

$60M
Total assets Below avg plan size
365
Participants Below avg headcount
87th
Percentile by assets National rank
$165,628
Avg per participant Above avg balance/head
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Official DOL plan name: O'neil Industries, Inc. Employee Stock Ownership Plan · Sponsored by O'neil Industries, Inc. · Illinois · Construction

$60M in assets, 365 participants

O'neil Industries, Inc.'s O'neil Industries, Inc. Employee Stock Ownership Plan reported $60M in total assets and 365 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,705 in Construction (9,030 peers)

Coverage in Illinois

O'neil Industries, Inc. Employee Stock Ownership Plan covers 365 participants in Illinois, about 47% of the average Illinois filer (state average ~779 per filing). Assets: $60M.

#7,705
in Construction (9,030 peers)
+15.5%
assets growth YoY
0.6×
vs typical plan assets (national mean)

O'neil Industries, Inc. Employee Stock Ownership Plan's outsized position by total assets

O'neil Industries, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$60,454,298 Top 13% higher than 87% 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

O'neil Industries, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. O'neil Industries, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (365 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • O'neil Industries, Inc. Employee Stock Ownership Plan end-of-year assets rose from $52M in the plan year 2022 filing to $60M in the plan year 2023 filing.
  • O'neil Industries, Inc. Employee Stock Ownership Plan reported participants fell from 429 in the plan year 2022 filing to 365 in the plan year 2023 filing.
  • O'neil Industries, Inc. Employee Stock Ownership Plan reported net income rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 363156703 · O'neil Industries, Inc. PY 2023 · ESOP

O'neil Industries, Inc. Employee Stock Ownership Plan · $60M · 365 · 87th

  • NET $60M
  • BOOK 365
  • VS-ST 87th
  • BOY ESOP
  • SCH near Penmac Staffing Services Inc Employee Stock Ownership Plan
  • EBSA ind #7705

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 Illinois →

O'neil Industries, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Venture Construction Company Employee Stock Ownership PlanVenture Construction Company…$61MO'neil Industries, Inc. Employee Stock Ownership PlanO'neil Industries, Inc. Empl…$60MPenmac Staffing Services Inc Employee Stock Ownership PlanPenmac Staffing Services Inc…$60MIpt Employee Stock Ownership PlanIpt Employee Stock Ownership…$60MEmployee Benefits Corporation Employee Stock Ownership PlanEmployee Benefits Corporatio…$60M
End-of-year total assets ($M) among O'neil Industries, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$52M
Net Assets (End of Year)$53M
Net Income$8M
Employer EIN363156703
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (O'neil Industries, Inc.)

Sponsor-wide plan assets over time

All O'neil Industries, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$164M 34.117456300449966% vs 2022
2024 filing year
$100M$120M$140M$160M$180M 202220232024 $122M $164M ▲ +34.1%
Year Plans Participants Total Assets
2022 2 822 $122M
2023 2 853 $143M
2024 2 953 $164M

Nearby ESOP Plans in Illinois

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

O'neil Industries, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants O'neil Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.060454298 · Participants: 365O'neil Industries, Inc. Employee Stock Ownership PlanAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 4.440263476 · Participants: 4738Amsted Industries Incorporated Employees' Stock Ownership PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.616096816 · Participants: 4251Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 1.195072662 · Participants: 486Scot Forge Company Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Stock Ownership Plan
O'neil Industries, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare O'neil Industries, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest ESOP by assets is Penmac Staffing Services Inc Employee Stock Ownership Plan in MO ($60M); by covered participants it is St. John Holdings Employee Stock Ownership Plan and Trust in PA (365 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (365 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 O'neil Industries, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
O'neil Industries, Inc. Employee Stock Ownership Plan grew sharply - up 15.5% during 2023, from $52M to $60M. Reported net income was $8M.
How have O'neil Industries, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), O'neil Industries, Inc.'s sponsor-wide assets grew 34.1%, from $122M to $164M.
Where does O'neil Industries, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
O'neil Industries, Inc. Employee Stock Ownership Plan ranks in the 87th 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 O'neil Industries, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Penmac Staffing Services Inc Employee Stock Ownership Plan in MO ($60M, 643 participants).
Which ESOP plans cover a similar participant headcount to O'neil Industries, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is St. John Holdings Employee Stock Ownership Plan and Trust in PA (365 participants, $167M 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 363156703.

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.