Profit Sharing · DOL Form 5500 · 2023

Steven O'neal, Cpa Profit Sharing Plan

Data updated 2026-08-25

$12K
Total assets Small plan by assets
2
Participants Small participant base
2nd
Percentile by assets National rank
$5,843
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Steven O'neal, Cpa, PC, Profit Sharing Plan · Sponsored by Steven O'neal, Cpa · Oklahoma · Professional & Technical Services

$12K in assets, 2 participants

Steven O'neal, Cpa's Steven O'neal, Cpa, PC, Profit Sharing Plan reported $12K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 2nd 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.

  • #316 in Professional & Technical Services (20,321 peers)

Steven O'neal, Cpa multi-year trail

Steven O'neal, Cpa's plans moved -51.0% in assets from 2022 to 2024; this filing shows Steven O'neal, Cpa, PC, Profit Sharing Plan at $12K / 2 participants.

#316
in Professional & Technical Services (20,321 peers)
-95.4%
assets change YoY

The plan reported a net loss of $244K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Steven O'neal, Cpa, PC, Profit Sharing Plan among the smaller filed plans by assets

Steven O'neal, Cpa, PC, Profit Sharing Plan vs every filed plan by assets

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

$11,685 2nd percentile higher than 2% 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

Steven O'neal, Cpa, PC, Profit Sharing 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. Steven O'neal, Cpa, PC, Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Steven O'neal, Cpa, PC, Profit Sharing Plan reported net income fell from -$57K in the plan year 2022 filing to -$244K in the plan year 2023 filing.
  • Steven O'neal, Cpa, PC, Profit Sharing Plan end-of-year assets fell from $256K in the plan year 2022 filing to $12K in the plan year 2023 filing.
  • Steven O'neal, Cpa, PC, Profit Sharing Plan reported participants fell from 4 in the plan year 2022 filing to 2 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 272278746 · Steven O'neal, Cpa PY 2023 · Profit Sharing

Steven O'neal, Cpa, PC, Profit Sharing Plan · $12K · 2 · 2nd

  • PCT $12K
  • PCT 2
  • PCT 2nd
  • PCT Profit Sharing
  • PCT near Polestar Yacht Delivery, Inc. Profit Sharing Plan
  • PCT ind #316

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 Professional & Technical Services retirement plans → · Plans in Oklahoma →

Steven O'neal, Cpa, PC, Profit Sharing Plan in the asset neighbourhood

Steven O'neal, Cpa, PC, Profit Sharing PlanSteven O'neal, Cpa, PC, Prof…$12KPolestar Yacht Delivery, Inc. Profit Sharing PlanPolestar Yacht Delivery, Inc…$12KLeading Elderly Inc. Retirement PlanLeading Elderly Inc. Retirem…$12KMurdoch Finance Co. Inc. Employee Profit Sharing PlanMurdoch Finance Co. Inc. Emp…$12KLee a. Celio, M.D. Profit-Sharing PlanLee a. Celio, M.D. Profit-Sh…$12K
End-of-year total assets ($M) among Steven O'neal, Cpa, PC, Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Steven O'neal, Cpa multi-year asset trail

Sponsor-wide plan assets over time

All Steven O'neal, Cpa plans reported in each filing year

Latest sponsor-wide plan assets
$125K 51.01886054920356% vs 2022
2024 filing year
$0M$0.1M$0.2M$0.3M 202220232024 $0.26M $0.13M ▼ -50.0%
Year Plans Participants Total Assets
2022 1 4 $256K
2023 1 2 $12K
2024 1 1 $125K

Steven O'neal, Cpa filing trail (2023)

Total Assets (Beginning of Year)$256K
Net Assets (End of Year)$12K
Net Income-$244K
Employer EIN272278746
Plan Effective Date2010-04-19
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Oklahoma

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

Steven O'neal, Cpa, PC, Profit Sharing Plan vs. nearby Profit Sharing plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -500050010001500 -50050100150 Total assets ($M) Participants Steven O'neal, Cpa, PC, Profit Sharing Plan, Total assets ($M): 0.011685 · Participants: 2Steven O'neal, Cpa, PC, Profit Sharing PlanDolese Bros. Co. Profit Sharing Plan, Total assets ($M): 120.922937 · Participants: 992Dolese Bros. Co. Profit Sharing PlanFamily & Children's Services 403(b) Plan, Total assets ($M): 37.32253 · Participants: 989Family & Children's Services 403(b) PlanEskridge Auto Group Profit Sharing Plan, Total assets ($M): 27.111234 · Participants: 141Eskridge Auto Group Profit Sharing PlanVeenker Resources, Inc. Profit Sharing Plan, Total assets ($M): 20.884443 · Participants: 11Veenker Resources, Inc. Profit Sharing PlanMesser-Bowers Profit Sharing Plan, Total assets ($M): 9.274333 · Participants: 40Messer-Bowers Profit Sharing Plan
Steven O'neal, Cpa, PC, Profit Sharing Plan vs. nearby Profit Sharing plans in Oklahoma, assets vs. participants
Compare Steven O'neal, Cpa, PC, Profit Sharing Plan side-by-side with 3 peers →

Steven O'neal, Cpa, PC, Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Oklahoma, the nearest Profit Sharing by assets is Polestar Yacht Delivery, Inc. Profit Sharing Plan in LA ($12K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Steven O'neal, Cpa, PC, Profit Sharing Plan assets move in 2023? ▼
Steven O'neal, Cpa, PC, Profit Sharing Plan contracted severely - down 95.4% during 2023, from $256K to $12K. Reported net income was -$244K.
How have Steven O'neal, Cpa plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Steven O'neal, Cpa's sponsor-wide assets declined 51.0%, from $256K to $125K.
Where does Steven O'neal, Cpa, PC, Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Steven O'neal, Cpa, PC, Profit Sharing Plan ranks in the 2nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Steven O'neal, Cpa, PC, Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Polestar Yacht Delivery, Inc. Profit Sharing Plan in LA ($12K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Steven O'neal, Cpa, PC, Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 272278746.

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.