ESOP · DOL Form 5500 · 2023
Oem Connect, Ltd. ESOP
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 22
- Participants Small participant base
- 40th
- Percentile by assets National rank
- $175,503
- Avg per participant Above avg balance/head
Official DOL plan name: Oem Connect, Ltd. Employee Stock Ownership Plan · Sponsored by Oem Connect, Ltd. · Massachusetts · Manufacturing
$4M in assets, 22 participants
Oem Connect, Ltd.'s Oem Connect, Ltd. Employee Stock Ownership Plan reported $4M in total assets and 22 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.
- #4,280 in Manufacturing (18,722 peers)
Oem Connect, Ltd. multi-year trail
Oem Connect, Ltd.'s plans moved -24.4% in assets from 2022 to 2024; this filing shows Oem Connect, Ltd. Employee Stock Ownership Plan at $4M / 22 participants.
- #4,280
- in Manufacturing (18,722 peers)
- -23.6%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Oem Connect, Ltd. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers
Oem Connect, Ltd. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,861,058 40th percentile higher than 40% 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
Oem Connect, Ltd. Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oem Connect, Ltd. Employee Stock Ownership Plan is a small filing (22 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Oem Connect, Ltd. Employee Stock Ownership Plan reported net income fell from -$32K in the plan year 2022 filing to -$1M in the plan year 2023 filing.
- Oem Connect, Ltd. Employee Stock Ownership Plan end-of-year assets fell from $5M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Oem Connect, Ltd. Employee Stock Ownership Plan reported participants rose from 20 in the plan year 2022 filing to 22 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 043223296 · Oem Connect, Ltd. PY 2023 · ESOP
Oem Connect, Ltd. Employee Stock Ownership Plan · $4M · 22 · 40th
- IND $4M
- IND 22
- IND 40th
- IND ESOP
- IND near House & Robertson Architects, Inc. Employee Stock Ownership Plan
- IND ind #4280
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 Massachusetts →
Oem Connect, Ltd. Employee Stock Ownership Plan in the asset neighbourhood
Oem Connect, Ltd. multi-year asset trail
Sponsor-wide plan assets over time
All Oem Connect, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 24.36992138403334% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 20 | $5M |
| 2023 | 1 | 22 | $4M |
| 2024 | 1 | 21 | $4M |
Oem Connect, Ltd. filing trail (2023)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$1M |
| Employer EIN | 043223296 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Massachusetts
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Consigli Building Group Employee Stock Ownership Plan $612M · 1,511
- The Gillette Company Employee Stock Ownership Plan $349M · 174
- Shawmut Group Employee Stock Ownership Plan $274M · 716
- First Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership Plan $245M · 641
- Eastern Bank Employee Stock Ownership Plan $213M · 1,778
Oem Connect, Ltd. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Massachusetts, the nearest ESOP by assets is House & Robertson Architects, Inc. Employee Stock Ownership Plan in CA ($4M); by covered participants it is Davy Architecture, Inc. Employee Stock Ownership Plan in CA (22 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (22 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.