401(k) · DOL Form 5500 · 2023
O'neil & Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 156
- Participants Small participant base
- 69th
- Percentile by assets National rank
- $103,317
- Avg per participant Below avg balance/head
Official DOL plan name: O'neil & Associates, Inc. Profit Sharing and Savings Plan · Sponsored by O'neil & Associates, Inc. · Ohio · Information & Media
$16M in assets, 156 participants
O'neil & Associates, Inc.'s O'neil & Associates, Inc. Profit Sharing and Savings Plan reported $16M in total assets and 156 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.
- #1,632 in Information & Media (2,818 peers)
Coverage in Ohio
O'neil & Associates, Inc. Profit Sharing and Savings Plan covers 156 participants in Ohio, about 20% of the average Ohio filer (state average ~765 per filing). Assets: $16M.
- #1,632
- in Information & Media (2,818 peers)
- +18.9%
- assets growth YoY
O'neil & Associates, Inc. Profit Sharing and Savings Plan's outsized position by total assets
O'neil & Associates, Inc. Profit Sharing and Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$16,117,410 Top 31% higher than 69% 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 & Associates, Inc. Profit Sharing and Savings Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. O'neil & Associates, Inc. Profit Sharing and Savings Plan sits mid-pack in the medium band (156 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- O'neil & Associates, Inc. Profit Sharing and Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- O'neil & Associates, Inc. Profit Sharing and Savings Plan end-of-year assets rose from $14M in the plan year 2022 filing to $16M in the plan year 2023 filing.
- O'neil & Associates, Inc. Profit Sharing and Savings Plan reported participants fell from 161 in the plan year 2022 filing to 156 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 310629068 · O'neil & Associates, Inc. PY 2023 · 401(k)
O'neil & Associates, Inc. Profit Sharing and Savings Plan · $16M · 156 · 69th
- EIN $16M
- EIN 156
- EIN 69th
- EIN 401(k)
- EIN near Balboa Travel, Inc. Profit Sharing and 401(k) Plan
- EIN ind #1632
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 Information & Media retirement plans → · Plans in Ohio →
O'neil & Associates, Inc. Profit Sharing and Savings Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $3M |
| Employer EIN | 310629068 |
| Plan Effective Date | 1967-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (O'neil & Associates, Inc.)
Sponsor-wide plan assets over time
All O'neil & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 6.211529760342303% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 309 | $24M |
| 2023 | 2 | 302 | $28M |
| 2024 | 2 | 345 | $23M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Retirement Savings Plan $19.5B · 59,766
- The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
- The Progressive 401(k) Plan $9.2B · 56,176
- The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
- Nationwide Savings Plan $7.6B · 24,715
O'neil & Associates, Inc. Profit Sharing and Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Balboa Travel, Inc. Profit Sharing and 401(k) Plan in CA ($16M); by covered participants it is Motivating Graphics 401(k) Retirement Plan in TX (156 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
- Balboa Travel, Inc. Profit Sharing and 401(k) Plan (CA) $16M · 99
- Rdc-S111, Inc. 401(k) Profit Sharing Plan (CA) $16M · 182
- Terryberry Company 401(k) Plan (MI) $16M · 217
- Broadcastmed 401(k) Plan (CT) $16M · 275
Similar participant headcount
Nearest other-state filings by covered participants (156 participants); asset peers above are excluded.
- Motivating Graphics 401(k) Retirement Plan (TX) 156 · 0 off
- Tel Tech Networks, Inc. 401(k) Plan (AZ) 156 · 0 off
- Battlefield Farms, Inc. Profit Sharing Plan (VA) 156 · 0 off
- E&s International 401(k) Savings Plan & Trust (CA) 156 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.