ESOP
2023 plan-year ESOP DOL Form 5500

OLE MEDIA SERVICES, INC. RETIREMENT PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

OLE MEDIA SERVICES, INC.

This ESOP plan holds $14M in total assets and serves 107 participants as of 2023. It is sponsored by OLE MEDIA SERVICES, INC. in Florida. The plan reported positive net income of $4M for the year.

Total Assets (2023)
$14M
Participants
107
State
Industry
Information & Media

What the Filing Says About OLE MEDIA SERVICES, INC. RETIREMENT PLAN

OLE MEDIA SERVICES, INC. RETIREMENT PLAN is a ESOP retirement plan sponsored by OLE MEDIA SERVICES, INC., headquartered in Florida. As of the 2023 Form 5500 filing, the plan reports $14M in total end-of-year assets and covers 107 participants across the Information & Media industry. The sponsor's EIN on file with the U.S. Department of Labor is 650642734, and the plan has been effective since 2002-11-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $10M at the beginning of 2023 to $14M at year-end — a gain of 35.0%. Net assets (after liabilities) closed the year at $14M, with reported net income of $4M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$10M
Total Assets (End of Year)$14M
Net Assets (End of Year)$14M
Net Income$4M
Plan TypeESOP
Employer EIN650642734
Plan Effective Date2002-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (OLE MEDIA SERVICES, INC.)

Year Plans Participants Total Assets
2022 1 151 $10M
2023 1 107 $14M
2024 1 146 $17M

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Frequently Asked Questions

How much money is in the OLE MEDIA SERVICES, INC. RETIREMENT PLAN?
As of the 2023 Form 5500 filing, OLE MEDIA SERVICES, INC. RETIREMENT PLAN holds $14M in total assets with 107 participants. It is sponsored by OLE MEDIA SERVICES, INC..
What type of plan is OLE MEDIA SERVICES, INC. RETIREMENT PLAN?
OLE MEDIA SERVICES, INC. RETIREMENT PLAN is a ESOP plan. It has been effective since 2002-11-01. The plan is filed with the U.S. Department of Labor under EIN 650642734.
Who sponsors the OLE MEDIA SERVICES, INC. RETIREMENT PLAN?
OLE MEDIA SERVICES, INC. RETIREMENT PLAN is sponsored by OLE MEDIA SERVICES, INC., located in Florida. The sponsor's EIN is 650642734 and the plan operates in the Information & Media industry.
How did OLE MEDIA SERVICES, INC. RETIREMENT PLAN perform in 2023?
OLE MEDIA SERVICES, INC. RETIREMENT PLAN grew by 35.0% during 2023, moving from $10M to $14M in total assets. Net income was $4M.
Where can I find official filings for OLE MEDIA SERVICES, INC. RETIREMENT PLAN?
Official Form 5500 filings for OLE MEDIA SERVICES, INC. RETIREMENT PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 650642734 or plan name at efast.dol.gov.
How does OLE MEDIA SERVICES, INC. RETIREMENT PLAN compare to other plans?
You can compare OLE MEDIA SERVICES, INC. RETIREMENT PLAN against other ESOP plans on the plan type page, or view plans in Florida on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 650642734.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.