ESOP · DOL Form 5500 · 2023
O'neil Printing, Inc ESOP
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 61
- Participants Small participant base
- 51st
- Percentile by assets National rank
- $117,041
- Avg per participant Below avg balance/head
Official DOL plan name: O'neil Printing, Inc. Employee Stock Ownership Plan · Sponsored by O'neil Printing, Inc · Arizona · Manufacturing
$7M in assets, 61 participants
O'neil Printing, Inc's O'neil Printing, Inc. Employee Stock Ownership Plan reported $7M in total assets and 61 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.
- #6,699 in Manufacturing (18,722 peers)
O'neil Printing, Inc multi-year trail
O'neil Printing, Inc's plans moved -40.4% in assets from 2022 to 2024; this filing shows O'neil Printing, Inc. Employee Stock Ownership Plan at $7M / 61 participants.
- #6,699
- in Manufacturing (18,722 peers)
- -21.5%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
O'neil Printing, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers
O'neil Printing, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,139,500 Top 49% higher than 51% 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
O'neil Printing, Inc. 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. O'neil Printing, Inc. Employee Stock Ownership Plan is a small filing (61 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- O'neil Printing, Inc. Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2022 filing to -$2M in the plan year 2023 filing.
- O'neil Printing, Inc. Employee Stock Ownership Plan end-of-year assets fell from $9M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- O'neil Printing, Inc. Employee Stock Ownership Plan reported participants rose from 53 in the plan year 2022 filing to 61 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 860177963 · O'neil Printing, Inc PY 2023 · ESOP
O'neil Printing, Inc. Employee Stock Ownership Plan · $7M · 61 · 51st
- PHOTO $7M
- IND 61
- EOY 51st
- 5500 ESOP
- ASSETS near Ibex Enterprises Employee Stock Ownership Plan
- PCT ind #6699
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 Arizona →
O'neil Printing, Inc. Employee Stock Ownership Plan in the asset neighbourhood
O'neil Printing, Inc multi-year asset trail
Sponsor-wide plan assets over time
All O'neil Printing, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 40.44345306209851% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 53 | $9M |
| 2023 | 1 | 61 | $7M |
| 2024 | 1 | 70 | $5M |
O'neil Printing, Inc filing trail (2023)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$2M |
| Employer EIN | 860177963 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Arizona
Peer ESOP plans, same state, same plan type, ranked by total assets.
- The Sundt Companies Employee Stock Ownership Plan $1.1B · 2,392
- U-Haul Holding Company Employee Stock Ownership Plan $619M · 19,740
- Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan $313M · 253
- Pima Medical Institute Employee Stock Ownership Plan $216M · 1,057
- Wilson Electric Services Corp. Employee Stock Ownership Plan $167M · 726
O'neil Printing, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Arizona, the nearest ESOP by assets is Ibex Enterprises Employee Stock Ownership Plan in CA ($7M); by covered participants it is Employee Stock Ownership Plan for Employees of Perry Bancshares, Inc. in OK (61 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (61 participants); asset peers above are excluded.
- Employee Stock Ownership Plan for Employees of Perry Bancshares, Inc. (OK) 61 · 0 off
- Advance Capital Group, Inc. Employee Stock Ownership Plan (MI) 61 · 0 off
- Bank of Sun Prairie Employee Stock Ownership Plan (WI) 61 · 0 off
- Columbus Chemical Industries, Inc. Employee Stock Ownership Plan (WI) 61 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.