ESOP · DOL Form 5500 · 2023

O Neil & Associates, Inc. ESOP

Data updated 2026-08-11

$12M
Total assets
146
Participants
62nd
Percentile by assets
$80,419
Avg per participant
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Official DOL plan name: O'neil & Associates, Inc. Employee Stock Ownership Plan · Sponsored by O Neil & Associates, Inc. · Ohio · Information & Media

$12M in assets, 146 participants

O Neil & Associates, Inc.'s O'neil & Associates, Inc. Employee Stock Ownership Plan reported $12M in total assets and 146 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • 62nd percentile by assets (of 127,072 plans)
  • #1,424 in Information & Media (2,818 peers)

Coverage in Ohio

O'neil & Associates, Inc. Employee Stock Ownership Plan covers 146 participants in Ohio, about 19% of the average Ohio filer (state average ~765 per filing). Assets: $12M.

$12M
total plan assets (2023 EOY)
146
covered participants
62nd
percentile by assets (of 127,072 plans)
$80,419
avg assets per participant

Where O'neil & Associates, Inc. Employee Stock Ownership Plan sits by total assets

O'neil & Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$11,741,229 Top 38% higher than 62% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • O'neil & Associates, Inc. Employee Stock Ownership Plan reported net income rose from -$4M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • O'neil & Associates, Inc. Employee Stock Ownership Plan end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • O'neil & Associates, Inc. Employee Stock Ownership Plan reported participants fell from 148 in the plan year 2022 filing to 146 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Ohio
Industry
Information & Media

Participants vs Ohio filers

In Ohio, the average filing covers about 765 participants across 5,089 plans. O'neil & Associates, Inc. Employee Stock Ownership Plan reports 146 participants - about 19% of that state average ($12M EOY assets).

Ohio filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN310629068
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (O Neil & Associates, Inc.)

$22M$24M$26M$28M$30M 202220232024 $24.3M $22.8M ▼ -6.2%
Total plan assets by year, all O Neil & Associates, Inc. plans on file
Year Plans Participants Total Assets
2022 2 309 $24M
2023 2 302 $28M
2024 2 345 $23M

Nearby ESOP Plans in Ohio

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

O'neil & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -100102030 Total assets ($B) Participants O'neil & Associates,…, Total assets ($B): 0.011741229 · Participants: 146O'neil & Associates,…Procter & Gamble Pro…, Total assets ($B): 23.091305753 · Participants: 32152Procter & Gamble Pro…The Garland Industri…, Total assets ($B): 1.692644904 · Participants: 1019The Garland Industri…Messer Inc. Employee…, Total assets ($B): 0.62249774 · Participants: 873Messer Inc. Employee…Great Lakes Cheese C…, Total assets ($B): 0.504257458 · Participants: 4110Great Lakes Cheese C…Cleveland Steel Cont…, Total assets ($B): 0.451883636 · Participants: 434Cleveland Steel Cont…
O'neil & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare O'neil & Associates, Inc. Employee Stock… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to O'neil & Associates, Inc. Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did O'neil & Associates, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
O'neil & Associates, Inc. Employee Stock Ownership Plan grew at a solid clip - up 9.1% during 2023, from $11M to $12M. Reported net income was $1M.
How have O Neil & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), O Neil & Associates, Inc.'s sponsor-wide assets declined 6.2%, from $24M to $23M.
Which ESOP plans are similar in size to O'neil & Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Mountain Hardware and Sports Employee Stock Ownership Plan in CA ($12M, 88 participants).

Next read for O'neil & Associates, Inc. Employee Stock…

Filing takeaways

Ways to act on O'neil & Associates, Inc. Employee Stock Ownership Plan's numbers.

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 310629068.

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.