401(k) · DOL Form 5500 · 2023
O'neill Management, LLC 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 818
- Participants Near avg headcount
- 70th
- Percentile by assets National rank
- $20,702
- Avg per participant Low balance/head
Official DOL plan name: O'neill Healthcare 401(k) Plan · Sponsored by O'neill Management, LLC · Ohio · Healthcare & Social Assistance
$17M in assets, 818 participants
O'neill Management, LLC's O'neill Healthcare 401(k) Plan reported $17M in total assets and 818 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.
- #13,134 in Healthcare & Social Assistance (17,684 peers)
O'neill Management, LLC multi-year trail
O'neill Management, LLC's plans moved +29.1% in assets from 2022 to 2024; this filing shows O'neill Healthcare 401(k) Plan at $17M / 818 participants.
- #13,134
- in Healthcare & Social Assistance (17,684 peers)
- +20.6%
- assets growth YoY
O'neill Healthcare 401(k) Plan's outsized position by total assets
O'neill Healthcare 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$16,934,071 Top 30% higher than 70% 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'neill Healthcare 401(k) 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'neill Healthcare 401(k) Plan sits mid-pack in the medium band (818 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- O'neill Healthcare 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- O'neill Healthcare 401(k) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $17M in the plan year 2023 filing.
- O'neill Healthcare 401(k) Plan reported participants rose from 712 in the plan year 2022 filing to 818 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 341882697 · O'neill Management, LLC PY 2023 · 401(k)
O'neill Healthcare 401(k) Plan · $17M · 818 · 70th
- EIN $17M
- RANK 818
- PHOTO 70th
- IND 401(k)
- EOY near Dark Wolf Solutions, LLC 401(k) Plan
- 5500 ind #13134
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 Healthcare & Social Assistance retirement plans → · Plans in Ohio →
O'neill Healthcare 401(k) Plan in the asset neighbourhood
O'neill Management, LLC multi-year asset trail
Sponsor-wide plan assets over time
All O'neill Management, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 29.091617955381693% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 712 | $14M |
| 2023 | 1 | 818 | $17M |
| 2024 | 1 | 961 | $18M |
O'neill Management, LLC filing trail (2023)
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $3M |
| Employer EIN | 341882697 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Retirement Savings Plan $19.5B · 59,766
- The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
- The Progressive 401(k) Plan $9.2B · 56,176
- The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
- Nationwide Savings Plan $7.6B · 24,715
O'neill Healthcare 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Dark Wolf Solutions, LLC 401(k) Plan in VA ($17M); by covered participants it is Revolution Foods, Inc 401(k) Plan in CA (818 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- Dark Wolf Solutions, LLC 401(k) Plan (VA) $17M · 219
- Monigle Retirement Plan (CO) $17M · 149
- Thermo-Twin Industries, Inc. Ksop (PA) $17M · 72
- Healthcare 401(k) Plan (NJ) $17M · 5,155
Similar participant headcount
Nearest other-state filings by covered participants (818 participants); asset peers above are excluded.
- Revolution Foods, Inc 401(k) Plan (CA) 818 · 0 off
- Reliance Worldwide Corporation Retirement Plan (GA) 818 · 0 off
- Scholle Corporation Employees' 401(k) Savings Plan (IL) 818 · 0 off
- Intellibridge 401(k) Plan (VA) 818 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.