ESOP · DOL Form 5500 · 2023

O'neal, Inc. ESOP

Data updated 2026-08-25

$3K
Total assets Small plan by assets
226
Participants Below avg headcount
1st
Percentile by assets National rank
$12
Avg per participant Low balance/head
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Official DOL plan name: O'neal, Inc. Employee Stock Ownership Plan and Trust · Sponsored by O'neal, Inc. · South Carolina · Professional & Technical Services

$3K in assets, 226 participants

O'neal, Inc.'s O'neal, Inc. Employee Stock Ownership Plan and Trust reported $3K in total assets and 226 participants in its 2023 DOL Form 5500 filing, ranking in the 1st 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.

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

O'neal, Inc. multi-year trail

O'neal, Inc.'s plans moved -25.6% in assets from 2022 to 2024; this filing shows O'neal, Inc. Employee Stock Ownership Plan and Trust at $3K / 226 participants.

#162
in Professional & Technical Services (20,321 peers)
-100.0%
assets change YoY

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

O'neal, Inc. Employee Stock Ownership Plan and Trust among the smaller filed plans by assets

O'neal, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$2,656 1st percentile higher than 1% 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. Employee Stock Ownership 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. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (226 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • O'neal, Inc. Employee Stock Ownership Plan and Trust reported net income fell from -$3M in the plan year 2022 filing to -$10M in the plan year 2023 filing.
  • O'neal, Inc. Employee Stock Ownership Plan and Trust end-of-year assets fell from $10M in the plan year 2022 filing to $3K in the plan year 2023 filing.
  • O'neal, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 222 in the plan year 2022 filing to 226 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 · ESOP

O'neal, Inc. Employee Stock Ownership Plan and Trust · $3K · 226 · 1st

  • PCT $3K
  • EIN 226
  • RANK 1st
  • PHOTO ESOP
  • IND near Sanderson Farms, Inc. and Affiliates ESOP
  • EOY ind #162

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 South Carolina →

O'neal, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

O'neal, Inc. Employee Stock Ownership Plan and TrustO'neal, Inc. Employee Stock …$3KSanderson Farms, Inc. and Affiliates ESOPSanderson Farms, Inc. and Af…$3KWayne Savings Community Bank Restated Employee Stock Ownership PlanWayne Savings Community Bank…$2KFontana Lithograph, Inc. Employee Stock Ownership PlanFontana Lithograph, Inc. Emp…$3KTcgh ESOP Plan$3K
End-of-year total assets ($M) among O'neal, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

O'neal, Inc. multi-year asset trail

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

O'neal, Inc. filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$3K
Net Income-$10M
Employer EIN570619503
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in South Carolina

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

O'neal, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in South Carolina, assets vs. participants Scatter plot of 6 data points. 0100200300400 -20020406080 Total assets ($M) Participants O'neal, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 0.002656 · Participants: 226O'neal, Inc. Employee Stock Ownership Plan and TrustBonitz, Inc. Employee Stock Ownership Plan, Total assets ($M): 61.605843 · Participants: 342Bonitz, Inc. Employee Stock Ownership PlanAl's Liquor Store Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 23.274312 · Participants: 50Al's Liquor Store Holdings, Inc. Employee Stock Ownership PlanSynergi Employee Stock Ownership Plan, Total assets ($M): 21.055349 · Participants: 263Synergi Employee Stock Ownership PlanDwg, Inc. Consulting Engineers Employee Stock Ownership Plan, Total assets ($M): 14.105882 · Participants: 25Dwg, Inc. Consulting Engineers Employee Stock Ownership PlanLife Cycle Engineering, Inc. Employee Stock Ownership Plan, Total assets ($M): 13.852826 · Participants: 367Life Cycle Engineering, Inc. Employee Stock Ownership Plan
O'neal, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in South Carolina, assets vs. participants
Compare O'neal, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

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

Outside South Carolina, the nearest ESOP by assets is Sanderson Farms, Inc. and Affiliates ESOP in MS ($3K); by covered participants it is Midway Ford Truck Center, Inc. Employee Stock Ownership Plan in MO (226 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (226 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. Employee Stock Ownership Plan and Trust assets move in 2023? ▼
O'neal, Inc. Employee Stock Ownership Plan and Trust contracted severely - down 100.0% during 2023, from $10M to $3K. Reported net income was -$10M.
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. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
O'neal, Inc. Employee Stock Ownership Plan and Trust ranks in the 1st 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 O'neal, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Sanderson Farms, Inc. and Affiliates ESOP in MS ($3K, 11,873 participants).
Which ESOP plans cover a similar participant headcount to O'neal, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Midway Ford Truck Center, Inc. Employee Stock Ownership Plan in MO (226 participants, $50M 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.