ESOP · DOL Form 5500 · 2023

O'neil Industries, Inc. ESOP

Data updated 2026-08-11

$60M
Total assets: 365
Participants: 87th
Percentile by assets: $165,628
Avg per participant

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.

87th percentile by assets (of 127,072 plans)
#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.

$60M
total plan assets (2023 EOY): 365
covered participants: 87th
percentile by assets (of 127,072 plans): $165,628
avg assets per participant

Where O'neil Industries, Inc. Employee Stock Ownership Plan sits 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

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 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 →

State

Illinois

Industry

Construction

Participants vs Illinois filers

In Illinois, the average filing covers about 779 participants across 5,745 plans. O'neil Industries, Inc. Employee Stock Ownership Plan reports 365 participants - about 47% of that state average ($60M EOY assets).

Illinois filing particulars

Total Assets (Beginning of Year)	$52M
Net Assets (End of Year)	$53M
Net Income	$8M
Employer EIN	363156703
Plan Effective Date	1994-01-01
Filing Status	FILING RECEIVED

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

Total plan assets by year, all O'neil Industries, Inc. plans on file

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

Amsted Industries Incorporated Employees' Stock Ownership Plan $4.4B · 4,738
Kehe Distributors, Inc. Employee Stock Ownership Plan $1.6B · 4,251
Scot Forge Company Employee Stock Ownership Plan $1.2B · 486
Bdo USA Employee Stock Ownership Plan $915M · 10,168
Bdo USA Employee Stock Ownership Plan $915M · 10,168

Compare O'neil Industries, Inc. Employee Stock O… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to O'neil Industries, Inc. Employee Stock Ownership Plan by total assets, not by location.

Penmac Staffing Services Inc Employee Stock Ownership Plan (MO) $60M · 643
Venture Construction Company Employee Stock Ownership Plan (GA) $61M · 231
Ipt Employee Stock Ownership Plan (CA) $60M · 76
Employee Benefits Corporation Employee Stock Ownership Plan (WI) $60M · 143

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).

Next read for O'neil Industries, Inc. Employee Stock O…

Filing takeaways

Ways to act on O'neil Industries, Inc. Employee Stock Ownership Plan's numbers.

By total assets, O'neil Industries, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Illinois. Compare plans
O'neil Industries, Inc.'s sponsor-wide assets have grown 34.1% since 2022 across 3 plan years on file. More Construction plans

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.