ESOP · DOL Form 5500 · 2023

Margaret O'leary Inc. ESOP

Data updated 2026-08-25

$826K
Total assets Small plan by assets
35
Participants Small participant base
22nd
Percentile by assets National rank
$23,603
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Margaret O'leary Employee Stock Ownership Plan · Sponsored by Margaret O'leary Inc. · California · Manufacturing

$826K in assets, 35 participants

Margaret O'leary Inc.'s Margaret O'leary Employee Stock Ownership Plan reported $826K in total assets and 35 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #1,771 in Manufacturing (18,722 peers)

2023 asset change

Margaret O'leary Employee Stock Ownership Plan pulled back noticeably 10.6% in 2023 ($924K → $826K) for 35 participants.

#1,771
in Manufacturing (18,722 peers)
-10.6%
assets change YoY

Margaret O'leary Employee Stock Ownership Plan among the smaller filed plans by assets

Margaret O'leary Employee Stock Ownership Plan vs every filed plan by assets

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

$826,095 22nd percentile higher than 22% 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

Margaret O'leary 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. Margaret O'leary Employee Stock Ownership Plan is a small filing (35 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Margaret O'leary Employee Stock Ownership Plan reported net income fell from $300K in the plan year 2022 filing to $118K in the plan year 2023 filing.
  • Margaret O'leary Employee Stock Ownership Plan reported participants rose from 29 in the plan year 2022 filing to 35 in the plan year 2023 filing.
  • Margaret O'leary Employee Stock Ownership Plan end-of-year assets fell from $924K in the plan year 2022 filing to $826K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 943147358 · Margaret O'leary Inc. PY 2023 · ESOP

Margaret O'leary Employee Stock Ownership Plan · $826K · 35 · 22nd

  • BOOK $826K
  • VS-ST 35
  • BOY 22nd
  • SCH ESOP
  • EBSA near Zmac Transportation Solutions, LLC Employee Stock Ownership Plan
  • PART ind #1771

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 California →

Margaret O'leary Employee Stock Ownership Plan in the asset neighbourhood

Margaret O'leary Employee Stock Ownership PlanMargaret O'leary Employee St…$826KZmac Transportation Solutions, LLC Employee Stock Ownership PlanZmac Transportation Solution…$828KNielsen Norman Group Employee Stock Ownership PlanNielsen Norman Group Employe…$831KPaul K. Guillow, Inc. Employee Stock Ownership Plan and TrustPaul K. Guillow, Inc. Employ…$823KRochester Midland Corporation Employee Stock Ownership PlanRochester Midland Corporatio…$821K
End-of-year total assets ($M) among Margaret O'leary Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Margaret O'leary Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Margaret O'leary Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$945K 2.2626441881100265% vs 2022
2024 filing year
$0.8M$0.85M$0.9M$0.95M$1M 202220232024 $0.92M $0.95M ▲ +3.3%
Year Plans Participants Total Assets
2022 1 29 $924K
2023 1 35 $826K
2024 1 31 $945K

2023 asset-move particulars

Total Assets (Beginning of Year)$924K
Net Assets (End of Year)-$5M
Net Income$118K
Employer EIN943147358
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Margaret O'leary Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Margaret O'leary Employee Stock Ownership Plan, Total assets ($B): 0.000826095 · Participants: 35Margaret O'leary Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Margaret O'leary Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Margaret O'leary Employee Stock Ownership Plan side-by-side with 3 peers →

Margaret O'leary Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Zmac Transportation Solutions, LLC Employee Stock Ownership Plan in WI ($828K); by covered participants it is Albert Arno, Incorporated Employee Stock Ownership Plan in MO (35 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (35 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 Margaret O'leary Employee Stock Ownership Plan assets move in 2023? ▼
Margaret O'leary Employee Stock Ownership Plan pulled back noticeably - down 10.6% during 2023, from $924K to $826K. Reported net income was $118K.
How have Margaret O'leary Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Margaret O'leary Inc.'s sponsor-wide assets grew 2.3%, from $924K to $945K.
Where does Margaret O'leary Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Margaret O'leary Employee Stock Ownership Plan ranks in the 22nd 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 ESOP plans are similar in size to Margaret O'leary Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Zmac Transportation Solutions, LLC Employee Stock Ownership Plan in WI ($828K, 87 participants).
Which ESOP plans cover a similar participant headcount to Margaret O'leary Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Albert Arno, Incorporated Employee Stock Ownership Plan in MO (35 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 943147358.

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.