ESOP · DOL Form 5500 · 2023
Oceanweather, Inc. ESOP
Data updated 2026-08-11
- $5M
- Total assets
- 7
- Participants
- 44th
- Percentile by assets
- $701,902
- Avg per participant
Official DOL plan name: Oceanweather, Inc. Employee Stock Ownership Plan · Sponsored by Oceanweather, Inc. · Connecticut · Professional & Technical Services
$5M in assets, 7 participants
Oceanweather, Inc.'s Oceanweather, Inc. Employee Stock Ownership Plan reported $5M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.
- 44th percentile by assets (of 127,072 plans)
- #8,492 in Professional & Technical Services (20,321 peers)
2023 asset change
Oceanweather, Inc. Employee Stock Ownership Plan grew sharply 15.0% in 2023 ($4M → $5M) for 7 participants.
- $5M
- total plan assets (2023 EOY)
- 7
- covered participants
- 44th
- percentile by assets (of 127,072 plans)
- $701,902
- avg assets per participant
Where Oceanweather, Inc. Employee Stock Ownership Plan sits by total assets
Oceanweather, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,913,317 44th percentile higher than 44% 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
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Oceanweather, Inc. Employee Stock Ownership Plan reported net income rose from -$353K in the plan year 2022 filing to $642K in the plan year 2023 filing.
- Oceanweather, Inc. Employee Stock Ownership Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
2023 asset move for Oceanweather, Inc. Employee Stock Ownership Plan
Year over year, total assets grew sharply from $4M at the start of 2023 to $5M at year-end (up 15.0%). Net assets closed at $5M; reported net income $642K.
Oceanweather, Inc. years around the 2023 move
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $4M |
| 2023 | 1 | 7 | $5M |
| 2024 | 1 | 7 | $5M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $642K |
| Employer EIN | 132897418 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Connecticut
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Mott Corporation Employee Stock Ownership Plan $360M · 269
- Sonalysts, Inc. Employee Stock Ownership Plan $125M · 418
- Bl Companies, Inc. Employee Stock Ownership Plan $113M · 323
- Eurpac Service, Inc. Employee Stock Ownership Plan $96M · 529
- Twin Mro Employee Stock Ownership Plan $83M · 93
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Oceanweather, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Oceanweather, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
How have Oceanweather, Inc. plan assets changed over time? ▼
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Next read for Oceanweather, Inc. Employee Stock Owners…
2023 change
Ways to act on Oceanweather, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Oceanweather, Inc. Employee Stock Ownership Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Connecticut. Compare plans
- Oceanweather, Inc.'s sponsor-wide assets have grown 6.2% since 2022 across 3 plan years on file. More Professional & Technical Services plans