ESOP · DOL Form 5500 · 2023

Oceanweather, Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
7
Participants Small participant base
44th
Percentile by assets National rank
$701,902
Avg per participant High balance/head
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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.

  • #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.

#8,492
in Professional & Technical Services (20,321 peers)
+15.0%
assets growth YoY

Oceanweather, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

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

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

Oceanweather, Inc. Employee Stock Ownership 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. Oceanweather, Inc. Employee Stock Ownership Plan is a micro filing (7 participants), the leftmost band.

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.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 132897418 · Oceanweather, Inc. PY 2023 · ESOP

Oceanweather, Inc. Employee Stock Ownership Plan · $5M · 7 · 44th

  • 5500 $5M
  • ASSETS 7
  • PCT 44th
  • EIN ESOP
  • RANK near Rp Oak Hill Building Company Employee Stock Ownership Plan
  • PHOTO ind #8492

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 Connecticut →

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

W.J. Cox Associates, Inc. Employee Stock Ownership PlanW.J. Cox Associates, Inc. Em…$5MSouth Barnes Development Company Employee Stock Ownership PlanSouth Barnes Development Com…$5MOceanweather, Inc. Employee Stock Ownership PlanOceanweather, Inc. Employee …$5MRp Oak Hill Building Company Employee Stock Ownership PlanRp Oak Hill Building Company…$5MSports Imports, Inc. Employee Stock Ownership PlanSports Imports, Inc. Employe…$5M
End-of-year total assets ($M) among Oceanweather, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Oceanweather, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Oceanweather, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 6.153306241170816% vs 2022
2024 filing year
$4.2M$4.4M$4.6M$4.8M$5M 202220232024 $4.27M $4.53M ▲ +6.1%
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 EIN132897418
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Connecticut

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

Oceanweather, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -2000200400600 -1000100200300400 Total assets ($M) Participants Oceanweather, Inc. Employee Stock Ownership Plan, Total assets ($M): 4.913317 · Participants: 7Oceanweather, Inc. Employee Stock Ownership PlanMott Corporation Employee Stock Ownership Plan, Total assets ($M): 360.458407 · Participants: 269Mott Corporation Employee Stock Ownership PlanSonalysts, Inc. Employee Stock Ownership Plan, Total assets ($M): 125.286205 · Participants: 418Sonalysts, Inc. Employee Stock Ownership PlanBl Companies, Inc. Employee Stock Ownership Plan, Total assets ($M): 113.226057 · Participants: 323Bl Companies, Inc. Employee Stock Ownership PlanEurpac Service, Inc. Employee Stock Ownership Plan, Total assets ($M): 96.349012 · Participants: 529Eurpac Service, Inc. Employee Stock Ownership PlanTwin Mro Employee Stock Ownership Plan, Total assets ($M): 82.993881 · Participants: 93Twin Mro Employee Stock Ownership Plan
Oceanweather, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Connecticut, assets vs. participants
Compare Oceanweather, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Connecticut, the nearest ESOP by assets is Rp Oak Hill Building Company Employee Stock Ownership Plan in NY ($5M); by covered participants it is Efs Wealth Management Employee Stock Ownership Plan in IA (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Oceanweather, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Oceanweather, Inc. Employee Stock Ownership Plan grew sharply - up 15.0% during 2023, from $4M to $5M. Reported net income was $642K.
How have Oceanweather, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oceanweather, Inc.'s sponsor-wide assets grew 6.2%, from $4M to $5M.
Which ESOP plans are similar in size to Oceanweather, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Rp Oak Hill Building Company Employee Stock Ownership Plan in NY ($5M, 50 participants).
Which ESOP plans cover a similar participant headcount to Oceanweather, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Efs Wealth Management Employee Stock Ownership Plan in IA (7 participants, $3M 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 132897418.

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.