401(k) · DOL Form 5500 · 2023

O'neal, Inc. 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
224
Participants Below avg headcount
84th
Percentile by assets National rank
$202,957
Avg per participant Above avg balance/head
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Official DOL plan name: O'neal, Inc. 401(k) Plan and Trust · Sponsored by O'neal, Inc. · South Carolina · Professional & Technical Services

$45M in assets, 224 participants

O'neal, Inc.'s O'neal, Inc. 401(k) Plan and Trust reported $45M in total assets and 224 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #17,372 in Professional & Technical Services (20,321 peers)

Where O'neal, Inc. 401(k) Plan and Trust sits by assets

O'neal, Inc. 401(k) Plan and Trust sits in the top quartile of all filed plans by assets, $45M for 224 participants (~$202,957/participant), up 16.2% in 2023.

#17,372
in Professional & Technical Services (20,321 peers)
+16.2%
assets growth YoY
0.5×
vs typical plan assets (national mean)

O'neal, Inc. 401(k) Plan and Trust's outsized position by total assets

O'neal, Inc. 401(k) Plan and Trust vs every filed plan by assets

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

$45,462,384 Top 16% higher than 84% 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

O'neal, Inc. 401(k) Plan and Trust 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'neal, Inc. 401(k) Plan and Trust sits mid-pack in the medium band (224 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • O'neal, Inc. 401(k) Plan and Trust reported net income rose from -$11M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • O'neal, Inc. 401(k) Plan and Trust end-of-year assets rose from $39M in the plan year 2022 filing to $45M in the plan year 2023 filing.
  • O'neal, Inc. 401(k) Plan and Trust reported participants rose from 216 in the plan year 2022 filing to 224 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 570619503 · O'neal, Inc. PY 2023 · 401(k)

O'neal, Inc. 401(k) Plan and Trust · $45M · 224 · 84th

  • TYPE $45M
  • TYPE 224
  • TYPE 84th
  • TYPE 401(k)
  • TYPE near Onesource Virtual, Inc. 401(k) Plan
  • TYPE ind #17372

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 Professional & Technical Services retirement plans → · Plans in South Carolina →

O'neal, Inc. 401(k) Plan and Trust in the asset neighbourhood

O'neal, Inc. 401(k) Plan and TrustO'neal, Inc. 401(k) Plan and…$45MOnesource Virtual, Inc. 401(k) PlanOnesource Virtual, Inc. 401(…$45MWarner Pacific Insurance Services, Inc. Retirement PlanWarner Pacific Insurance Ser…$45MFivetran Inc 401(k) Plan$45MInveris Training Solutions, Inc. 401(k) PlanInveris Training Solutions, …$45M
End-of-year total assets ($M) among O'neal, Inc. 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$45M
Net Income$6M
Employer EIN570619503
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (O'neal, Inc.)

Sponsor-wide plan assets over time

All O'neal, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$37M 25.611269694472455% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $49.6M $36.9M ▼ -25.6%
Year Plans Participants Total Assets
2022 2 438 $50M
2023 2 450 $45M
2024 2 430 $37M

Nearby 401(k) Plans in South Carolina

Peer 401(k) plans, same state, same plan type, ranked by total assets.

O'neal, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -1012345 Total assets ($B) Participants O'neal, Inc. 401(k) Plan and Trust, Total assets ($B): 0.045462384 · Participants: 224O'neal, Inc. 401(k) Plan and TrustMichelin 401(k) Savings Plan, Total assets ($B): 4.081217676 · Participants: 14439Michelin 401(k) Savings PlanThe Savannah River Nuclear Solutions, LLC Defined Contribution Plan, Total assets ($B): 2.54970984 · Participants: 8661The Savannah River Nuclear Solutions, LLC Defined Contribution PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.560739492 · Participants: 11311Sonoco Retirement & Savings PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.313010355 · Participants: 10614Sonoco Retirement & Savings PlanBlue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan, Total assets ($B): 1.296149408 · Participants: 11348Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan
O'neal, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in South Carolina, assets vs. participants
Compare O'neal, Inc. 401(k) Plan and Trust side-by-side with 3 peers →

O'neal, Inc. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside South Carolina, the nearest 401(k) by assets is Onesource Virtual, Inc. 401(k) Plan in TX ($45M); by covered participants it is Egomotion Corp. 401(k) Plan in CA (224 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($45M here).

Similar participant headcount

Nearest other-state filings by covered participants (224 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 O'neal, Inc. 401(k) Plan and Trust assets move in 2023? ▼
O'neal, Inc. 401(k) Plan and Trust grew sharply - up 16.2% during 2023, from $39M to $45M. Reported net income was $6M.
How have O'neal, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), O'neal, Inc.'s sponsor-wide assets declined 25.6%, from $50M to $37M.
Where does O'neal, Inc. 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
O'neal, Inc. 401(k) Plan and Trust ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to O'neal, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Onesource Virtual, Inc. 401(k) Plan in TX ($45M, 1,015 participants).
Which 401(k) plans cover a similar participant headcount to O'neal, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Egomotion Corp. 401(k) Plan in CA (224 participants, $4M 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 570619503.

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.