ESOP · DOL Form 5500 · 2024
Ollis and Company ESOP
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 55
- Participants Small participant base
- 61st
- Percentile by assets National rank
- $236,637
- Avg per participant Above avg balance/head
Official DOL plan name: Ollis and Company Employee Stock Ownership Plan · Sponsored by Ollis and Company · Missouri · Finance & Insurance
$13M in assets, 55 participants
Ollis and Company's Ollis and Company Employee Stock Ownership Plan reported $13M in total assets and 55 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.
- #3,883 in Finance & Insurance (8,549 peers)
Ollis and Company multi-year trail
Ollis and Company's plans moved +54.7% in assets from 2022 to 2024; this filing shows Ollis and Company Employee Stock Ownership Plan at $13M / 55 participants.
- #3,883
- in Finance & Insurance (8,549 peers)
- +32.9%
- assets growth YoY
Ollis and Company Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers
Ollis and Company Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,015,024 Top 39% higher than 61% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Ollis and Company Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ollis and Company Employee Stock Ownership Plan is a small filing (55 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ollis and Company Employee Stock Ownership Plan reported net income rose from $1M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Ollis and Company Employee Stock Ownership Plan end-of-year assets rose from $10M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- Ollis and Company Employee Stock Ownership Plan reported participants rose from 50 in the plan year 2023 filing to 55 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 440600671 · Ollis and Company PY 2024 · ESOP
Ollis and Company Employee Stock Ownership Plan · $13M · 55 · 61st
- BOOK $13M
- VS-ST 55
- BOY 61st
- SCH ESOP
- EBSA near Midwestone Financial Group, Inc. Employee Stock Ownership Plan and Trust
- PART ind #3883
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 Missouri →
Ollis and Company Employee Stock Ownership Plan in the asset neighbourhood
Ollis and Company multi-year asset trail
Sponsor-wide plan assets over time
All Ollis and Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 54.744284608298976% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 101 | $13M |
| 2023 | 2 | 112 | $16M |
| 2024 | 2 | 117 | $20M |
Ollis and Company filing trail (2024)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $3M |
| Employer EIN | 440600671 |
| Plan Effective Date | 1974-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Missouri
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Burns & Mcdonnell, Inc. Employee Stock Ownership Plan $5.5B · 9,902
- Mccarthy Employee Stock Ownership Plan $1.8B · 2,983
- Je Dunn Employee Stock Ownership Plan and Trust $621M · 2,825
- Arco DB Companies, Inc. Employee Stock Ownership Plan $514M · 608
- Emery Sapp Employee Stock Ownership Plan $400M · 2,184
Ollis and Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Missouri, the nearest ESOP by assets is Midwestone Financial Group, Inc. Employee Stock Ownership Plan and Trust in IA ($13M); by covered participants it is Home Federal Savings and Loan Association of Grand Island Employee in NE (55 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Midwestone Financial Group, Inc. Employee Stock Ownership Plan and Trust (IA) $13M · 585
- Hyspan Precision Products, Inc. Employee Stock Ownership Plan (CA) $13M · 482
- Frank & Grossman Employee Stock Ownership Plan (CA) $13M · 224
- Special Mine Services, Inc. Employees Stock Ownership Plan (IL) $13M · 55
Similar participant headcount
Nearest other-state filings by covered participants (55 participants); asset peers above are excluded.
- Home Federal Savings and Loan Association of Grand Island Employee (NE) 55 · 0 off
- Hunzinger Construction Company Employee Stock Ownership Plan (WI) 55 · 0 off
- Enviromatic Holdings, Inc. Employee Stock Ownership Plan (TX) 55 · 0 off
- Wolverine Plating Corporation Employee Stock Ownership Plan (MI) 55 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.