ESOP · DOL Form 5500 · 2023

Ollis and Company ESOP

Data updated 2026-08-25

$10M
Total assets Small plan by assets
50
Participants Small participant base
58th
Percentile by assets National rank
$195,834
Avg per participant Above avg balance/head
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Official DOL plan name: Ollis and Company Employee Stock Ownership Plan · Sponsored by Ollis and Company · Missouri · Finance & Insurance

$10M in assets, 50 participants

Ollis and Company's Ollis and Company Employee Stock Ownership Plan reported $10M in total assets and 50 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #3,805 in Finance & Insurance (8,869 peers)

Ollis and Company multi-year trail

Ollis and Company's plans moved +54.7% in assets from 2022 to 2024; this filing shows Ollis and Company Employee Stock Ownership Plan at $10M / 50 participants.

#3,805
in Finance & Insurance (8,869 peers)
+16.5%
assets growth YoY

Ollis and Company Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Ollis and Company Employee Stock Ownership Plan vs every filed plan by assets

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

$9,791,709 Top 42% higher than 58% 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

Ollis and Company 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. Ollis and Company Employee Stock Ownership Plan is a small filing (50 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ollis and Company Employee Stock Ownership Plan reported net income rose from $562K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Ollis and Company Employee Stock Ownership Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Ollis and Company Employee Stock Ownership Plan reported participants rose from 47 in the plan year 2022 filing to 50 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 440600671 · Ollis and Company PY 2023 · ESOP

Ollis and Company Employee Stock Ownership Plan · $10M · 50 · 58th

  • 5500 $10M
  • ASSETS 50
  • PCT 58th
  • EIN ESOP
  • RANK near Berger Financial Group Employee Stock Ownership Plan
  • PHOTO ind #3805

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 Missouri →

Ollis and Company Employee Stock Ownership Plan in the asset neighbourhood

Ffd Financial Corporation Employee Stock Ownership PlanFfd Financial Corporation Em…$10MOllis and Company Employee Stock Ownership PlanOllis and Company Employee S…$10MBerger Financial Group Employee Stock Ownership PlanBerger Financial Group Emplo…$10MHyspan Precision Products, Inc. Employee Stock Ownership PlanHyspan Precision Products, I…$10MThe Law Company, Inc. Employee Stock Ownership PlanThe Law Company, Inc. Employ…$10M
End-of-year total assets ($M) among Ollis and Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Ollis and Company multi-year asset trail

Sponsor-wide plan assets over time

All Ollis and Company plans reported in each filing year

Latest sponsor-wide plan assets
$20M 54.744284608298976% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $13.1M $20.3M ▲ +54.7%
Year Plans Participants Total Assets
2022 2 101 $13M
2023 2 112 $16M
2024 2 117 $20M

Ollis and Company filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN440600671
Plan Effective Date1974-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Missouri

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

Ollis and Company Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Ollis and Company Employee Stock Ownership Plan, Total assets ($B): 0.009791709 · Participants: 50Ollis and Company Employee Stock Ownership PlanBurns & Mcdonnell, Inc. Employee Stock Ownership Plan, Total assets ($B): 4.708605759 · Participants: 8553Burns & Mcdonnell, Inc. Employee Stock Ownership PlanMccarthy Employee Stock Ownership Plan, Total assets ($B): 1.489427066 · Participants: 3651Mccarthy Employee Stock Ownership PlanArco DB Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.442677383 · Participants: 560Arco DB Companies, Inc. Employee Stock Ownership PlanJe Dunn Employee Stock Ownership Plan and Trust, Total assets ($B): 0.429385855 · Participants: 2457Je Dunn Employee Stock Ownership Plan and TrustEmery Sapp Employee Stock Ownership Plan, Total assets ($B): 0.312725972 · Participants: 1947Emery Sapp Employee Stock Ownership Plan
Ollis and Company Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants
Compare Ollis and Company Employee Stock Ownership Plan side-by-side with 3 peers →

Ollis and Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Missouri, the nearest ESOP by assets is Berger Financial Group Employee Stock Ownership Plan in MN ($10M); by covered participants it is Tc Federal Bank Employee Stock Ownership Plan in GA (50 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (50 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 Ollis and Company Employee Stock Ownership Plan assets move in 2023? ▼
Ollis and Company Employee Stock Ownership Plan grew sharply - up 16.5% during 2023, from $8M to $10M. Reported net income was $1M.
How have Ollis and Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ollis and Company's sponsor-wide assets grew 54.7%, from $13M to $20M.
Which ESOP plans are similar in size to Ollis and Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Berger Financial Group Employee Stock Ownership Plan in MN ($10M, 59 participants).
Which ESOP plans cover a similar participant headcount to Ollis and Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Tc Federal Bank Employee Stock Ownership Plan in GA (50 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 440600671.

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.