ESOP · DOL Form 5500 · 2023

Omico, Inc. ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
44
Participants Small participant base
55th
Percentile by assets National rank
$195,621
Avg per participant Above avg balance/head
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Official DOL plan name: Omico, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Omico, Inc. · Kentucky · Manufacturing

$9M in assets, 44 participants

Omico, Inc.'s Omico, Inc. Employee Stock Ownership Plan and Trust reported $9M in total assets and 44 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #7,643 in Manufacturing (18,722 peers)

2023 asset change

Omico, Inc. Employee Stock Ownership Plan and Trust grew at a solid clip 12.4% in 2023 ($8M → $9M) for 44 participants.

#7,643
in Manufacturing (18,722 peers)
+12.4%
assets growth YoY

Omico, Inc. Employee Stock Ownership Plan and Trust's mid-pack asset rank among Manufacturing and all filers

Omico, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$8,607,343 Top 45% higher than 55% 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

Omico, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Omico, Inc. Employee Stock Ownership Plan and Trust is a small filing (44 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Omico, Inc. Employee Stock Ownership Plan and Trust reported net income rose from $640K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Omico, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Omico, Inc. Employee Stock Ownership Plan and Trust reported participants fell from 46 in the plan year 2022 filing to 44 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 610648033 · Omico, Inc. PY 2023 · ESOP

Omico, Inc. Employee Stock Ownership Plan and Trust · $9M · 44 · 55th

  • ASSETS $9M
  • PCT 44
  • EIN 55th
  • RANK ESOP
  • PHOTO near Ameriserve International ESOP
  • IND ind #7643

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 Kentucky →

Omico, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

World Products Inc. Employee Stock Ownership PlanWorld Products Inc. Employee…$9MOmico, Inc. Employee Stock Ownership Plan and TrustOmico, Inc. Employee Stock O…$9MAmeriserve International ESOP$9MMckay's Market Employee Stock Ownership PlanMckay's Market Employee Stoc…$9MMoorea Investments, Inc. Employee Stock Ownership PlanMoorea Investments, Inc. Emp…$9M
End-of-year total assets ($M) among Omico, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Omico, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Omico, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 5.873678792750854% vs 2022
2024 filing year
$7.5M$8M$8.5M$9M 202220232024 $7.66M $8.11M ▲ +5.9%
Year Plans Participants Total Assets
2022 1 46 $8M
2023 1 44 $9M
2024 1 43 $8M

2023 asset-move particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN610648033
Plan Effective Date2001-09-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Kentucky

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

Omico, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -10123 Total assets ($B) Participants Omico, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.008607343 · Participants: 44Omico, Inc. Employee Stock Ownership Plan and TrustHouchens Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.325722921 · Participants: 6764Houchens Industries, Inc. Employee Stock Ownership PlanStock Yards Bank & Trust Company 401(k) Employee, Total assets ($B): 0.14680249 · Participants: 1080Stock Yards Bank & Trust Company 401(k) EmployeeGray, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.126524729 · Participants: 1362Gray, Inc. Employee Stock Ownership PlanH & R Agri-Power Employee Stock Ownership Plan, Total assets ($B): 0.104682343 · Participants: 489H & R Agri-Power Employee Stock Ownership PlanKentuckiana Comfort Center, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.094072192 · Participants: 650Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan
Omico, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Kentucky, assets vs. participants
Compare Omico, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Omico, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Kentucky, the nearest ESOP by assets is Ameriserve International ESOP in IA ($9M); by covered participants it is Sanibel Captiva Holdings, Inc. Employee Stock Ownership Plan in FL (44 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (44 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 Omico, Inc. Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Omico, Inc. Employee Stock Ownership Plan and Trust grew at a solid clip - up 12.4% during 2023, from $8M to $9M. Reported net income was $1M.
How have Omico, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Omico, Inc.'s sponsor-wide assets grew 5.9%, from $8M to $8M.
Which ESOP plans are similar in size to Omico, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Ameriserve International ESOP in IA ($9M, 114 participants).
Which ESOP plans cover a similar participant headcount to Omico, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Sanibel Captiva Holdings, Inc. Employee Stock Ownership Plan in FL (44 participants, $6M 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 610648033.

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.