ESOP · DOL Form 5500 · 2023

O.E. Meyer Co. ESOP

Data updated 2026-08-11

$29M
Total assets
94
Participants
79th
Percentile by assets
$308,828
Avg per participant
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Official DOL plan name: O.E. Meyer Co. Employee Stock Ownership Plan and Trust · Sponsored by O.E. Meyer Co. · Ohio · Wholesale Trade

$29M in assets, 94 participants

O.E. Meyer Co.'s O.E. Meyer Co. Employee Stock Ownership Plan and Trust reported $29M in total assets and 94 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • 79th percentile by assets (of 127,072 plans)
  • #4,907 in Wholesale Trade (6,309 peers)

Where O.E. Meyer Co. Employee Stock Ownership Plan and Trust sits by assets

O.E. Meyer Co. Employee Stock Ownership Plan and Trust sits in the top quartile of all filed plans by assets, $29M for 94 participants (~$308,828/participant), up 15.0% in 2023.

$29M
total plan assets (2023 EOY)
94
covered participants
79th
percentile by assets (of 127,072 plans)
$308,828
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • O.E. Meyer Co. Employee Stock Ownership Plan and Trust reported net income rose from $77K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • O.E. Meyer Co. Employee Stock Ownership Plan and Trust end-of-year assets rose from $25M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • O.E. Meyer Co. Employee Stock Ownership Plan and Trust reported participants rose from 90 in the plan year 2022 filing to 94 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Industry

O.E. Meyer Co. Employee Stock Ownership Plan and Trust vs the 2023 asset distribution

By assets, O.E. Meyer Co. Employee Stock Ownership Plan and Trust outranks 79% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$26M
Net Income$2M
Employer EIN341602304
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (O.E. Meyer Co.)

$35M$40M$45M$50M 202220232024 $40.7M $48.1M ▲ +18.1%
Total plan assets by year, all O.E. Meyer Co. plans on file
Year Plans Participants Total Assets
2022 2 182 $41M
2023 2 189 $47M
2024 2 187 $48M

Nearby ESOP Plans in Ohio

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

O.E. Meyer Co. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Ohio, assets vs. participants

O.E. Meyer Co. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -100102030 Total assets ($B) Participants O.E. Meyer Co. Emplo…Procter & Gamble Pro…The Garland Industri…Messer Inc. Employee…Great Lakes Cheese C…Cleveland Steel Cont…
O.E. Meyer Co. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Ohio, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to O.E. Meyer Co. Employee Stock Ownership Plan and Trust by total assets, not by location.

Frequently Asked Questions

How did O.E. Meyer Co. Employee Stock Ownership Plan and Trust assets move in 2023?
O.E. Meyer Co. Employee Stock Ownership Plan and Trust grew at a solid clip - up 15.0% during 2023, from $25M to $29M. Reported net income was $2M.
How have O.E. Meyer Co. plan assets changed over time?
Across 3 plan years on file (2022-2024), O.E. Meyer Co.'s sponsor-wide assets grew 18.1%, from $41M to $48M.
Where does O.E. Meyer Co. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers?
O.E. Meyer Co. Employee Stock Ownership Plan and Trust ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to O.E. Meyer Co. Employee Stock Ownership Plan and Trust?
Among ESOP plans in other states, the closest by assets is 1a Auto, Inc. Employee Stock Ownership Plan in NH ($29M, 271 participants).

Next read for O.E. Meyer Co. Employee Stock Ownership …

Scale reading

Ways to act on O.E. Meyer Co. Employee Stock Ownership Plan and Trust's numbers.

  • By total assets, O.E. Meyer Co. Employee Stock Ownership Plan and Trust ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Ohio. Compare plans
  • O.E. Meyer Co.'s sponsor-wide assets have grown 18.1% since 2022 across 3 plan years on file. More Wholesale Trade plans