ESOP · DOL Form 5500 · 2023

One Source Associates, Inc. ESOP

Data updated 2026-08-25

$295K
Total assets Small plan by assets
60
Participants Small participant base
14th
Percentile by assets National rank
$4,916
Avg per participant Low balance/head
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Official DOL plan name: One Source Employee Stock Ownership Plan · Sponsored by One Source Associates, Inc. · Michigan · Professional & Technical Services

$295K in assets, 60 participants

One Source Associates, Inc.'s One Source Employee Stock Ownership Plan reported $295K in total assets and 60 participants in its 2023 DOL Form 5500 filing, ranking in the 14th 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.

  • #2,118 in Professional & Technical Services (20,321 peers)

One Source Associates, Inc. multi-year trail

One Source Associates, Inc.'s plans moved +18.4% in assets from 2023 to 2024; this filing shows One Source Employee Stock Ownership Plan at $295K / 60 participants.

#2,118
in Professional & Technical Services (20,321 peers)
-82.6%
assets change YoY

The plan reported a net loss of $46M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

One Source Employee Stock Ownership Plan among the smaller filed plans by assets

One Source Employee Stock Ownership Plan vs every filed plan by assets

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

$294,954 14th percentile higher than 14% 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

One Source 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. One Source Employee Stock Ownership Plan is a small filing (60 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 521357709 · One Source Associates, Inc. PY 2023 · ESOP

One Source Employee Stock Ownership Plan · $295K · 60 · 14th

  • 5500 $295K
  • 5500 60
  • 5500 14th
  • 5500 ESOP
  • 5500 near Lake Placid Advertisers Workshop, Inc. Employee Stock Ownership Plan
  • 5500 ind #2118

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 Michigan →

One Source Employee Stock Ownership Plan in the asset neighbourhood

Shop Architects, Inc. Employee Stock Ownership PlanShop Architects, Inc. Employ…$297KIndustrial Bank Employee Stock Ownership PlanIndustrial Bank Employee Sto…$297KOne Source Employee Stock Ownership PlanOne Source Employee Stock Ow…$295KLake Placid Advertisers Workshop, Inc. Employee Stock Ownership PlanLake Placid Advertisers Work…$295KE.W. James & Sons, Inc. Employee Profit Sharing & Stock Ownership PlanE.W. James & Sons, Inc. Empl…$294K
End-of-year total assets ($M) among One Source Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

One Source Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All One Source Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$349K 18.44253680234884% vs 2023
2024 filing year
$0.28M$0.3M$0.32M$0.34M$0.36M 20232024 $0.29M $0.35M ▲ +20.7%
Year Plans Participants Total Assets
2023 1 60 $295K
2024 1 61 $349K

One Source Associates, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)-$45M
Net Income-$46M
Employer EIN521357709
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Michigan

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

One Source Employee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -0.500.511.5 Total assets ($B) Participants One Source Employee Stock Ownership Plan, Total assets ($B): 0.000294954 · Participants: 60One Source Employee Stock Ownership PlanMcnaughton-Mckay Electric Company Employee Stock Ownership Plan, Total assets ($B): 1.30777109 · Participants: 1635Mcnaughton-Mckay Electric Company Employee Stock Ownership PlanThe Kendall Group Employee Stock Ownership Plan, Total assets ($B): 0.808091077 · Participants: 1907The Kendall Group Employee Stock Ownership PlanProject Worldwide, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.436210284 · Participants: 1173Project Worldwide, Inc. Employee Stock Ownership PlanMotor City Electric Co. Employee Stock Ownership Plan, Total assets ($B): 0.258079249 · Participants: 207Motor City Electric Co. Employee Stock Ownership PlanLee Contracting, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.237688318 · Participants: 500Lee Contracting, Inc. Employee Stock Ownership Plan
One Source Employee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants
Compare One Source Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Michigan, the nearest ESOP by assets is Lake Placid Advertisers Workshop, Inc. Employee Stock Ownership Plan in NY ($295K); by covered participants it is Wheeler Services, Inc. Employee Stock Ownership Plan in GA (60 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (60 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 One Source Employee Stock Ownership Plan assets move in 2023? ▼
One Source Employee Stock Ownership Plan contracted severely - down 82.6% during 2023, from $2M to $295K. Reported net income was -$46M.
How have One Source Associates, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), One Source Associates, Inc.'s sponsor-wide assets grew 18.4%, from $295K to $349K.
Where does One Source Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
One Source Employee Stock Ownership Plan ranks in the 14th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to One Source Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Lake Placid Advertisers Workshop, Inc. Employee Stock Ownership Plan in NY ($295K, 9 participants).
Which ESOP plans cover a similar participant headcount to One Source Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Wheeler Services, Inc. Employee Stock Ownership Plan in GA (60 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 521357709.

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.