401(k) · DOL Form 5500 · 2023

W.a. O'neil Inc. 401(k) Plan

Data updated 2026-08-25

$179K
Total assets Small plan by assets
8
Participants Small participant base
10th
Percentile by assets National rank
$22,369
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: W. a. O'neil Inc 401(k) Plan · Sponsored by W.a. O'neil Inc. · Virginia · Wholesale Trade

$179K in assets, 8 participants

W.a. O'neil Inc.'s W. a. O'neil Inc 401(k) Plan reported $179K in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 10th 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.

  • #278 in Wholesale Trade (6,309 peers)

2023 asset change

W. a. O'neil Inc 401(k) Plan surged 119.6% in 2023 ($81K → $179K) for 8 participants.

#278
in Wholesale Trade (6,309 peers)
+119.6%
assets growth YoY

W. a. O'neil Inc 401(k) Plan among the smaller filed plans by assets

W. a. O'neil Inc 401(k) Plan vs every filed plan by assets

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

$178,950 10th percentile higher than 10% 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

W. a. O'neil Inc 401(k) 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. W. a. O'neil Inc 401(k) Plan is a micro filing (8 participants), the leftmost band.

DOL schedule card

Filing strip 541047885 · W.a. O'neil Inc. PY 2023 · 401(k)

W. a. O'neil Inc 401(k) Plan · $179K · 8 · 10th

  • RANK $179K
  • RANK 8
  • RANK 10th
  • RANK 401(k)
  • RANK near Audible Immersive Experiences Corporation Retirement Plan
  • RANK ind #278

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 Wholesale Trade retirement plans → · Plans in Virginia →

W. a. O'neil Inc 401(k) Plan in the asset neighbourhood

W. a. O'neil Inc 401(k) Plan$179KAudible Immersive Experiences Corporation Retirement PlanAudible Immersive Experience…$179KRcm Signs Inc 401(k) Profit Sharing PlanRcm Signs Inc 401(k) Profit …$179KGlowing Minds Corp. 401(k) PlanGlowing Minds Corp. 401(k) P…$179KBella Rose Farm, Inc. 401(k) Profit Sharing PlanBella Rose Farm, Inc. 401(k)…$179K
End-of-year total assets ($M) among W. a. O'neil Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

2023 asset-move particulars

Total Assets (Beginning of Year)$81K
Net Assets (End of Year)$179K
Net Income$97K
Employer EIN541047885
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Virginia

Peer 401(k) plans, same state, same plan type, ranked by total assets.

W. a. O'neil Inc 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants W. a. O'neil Inc 401(k) Plan, Total assets ($B): 0.00017895 · Participants: 8W. a. O'neil Inc 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
W. a. O'neil Inc 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare W. a. O'neil Inc 401(k) Plan side-by-side with 3 peers →

W. a. O'neil Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Audible Immersive Experiences Corporation Retirement Plan in MI ($179K); by covered participants it is Burke Optometry, Inc. 401(k) Plan in CA (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 W. a. O'neil Inc 401(k) Plan assets move in 2023? ▼
W. a. O'neil Inc 401(k) Plan surged - up 119.6% during 2023, from $81K to $179K. Reported net income was $97K.
Where does W. a. O'neil Inc 401(k) Plan rank by assets among Form 5500 filers? ▼
W. a. O'neil Inc 401(k) Plan ranks in the 10th 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 401(k) plans are similar in size to W. a. O'neil Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Audible Immersive Experiences Corporation Retirement Plan in MI ($179K, 2 participants).
Which 401(k) plans cover a similar participant headcount to W. a. O'neil Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Burke Optometry, Inc. 401(k) Plan in CA (8 participants, $263K 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 541047885.

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.