ESOP · DOL Form 5500 · 2024
Oconee Federal Savings and Loan Association ESOP
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 65
- Participants Small participant base
- 31st
- Percentile by assets National rank
- $34,718
- Avg per participant Low balance/head
Official DOL plan name: Oconee Savings & Loan Association Employee Stock Ownership Plan · Sponsored by Oconee Federal Savings and Loan Association · South Carolina · Finance & Insurance
$2M in assets, 65 participants
Oconee Federal Savings and Loan Association's Oconee Savings & Loan Association Employee Stock Ownership Plan reported $2M in total assets and 65 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.
- #1,684 in Finance & Insurance (8,549 peers)
Oconee Federal Savings and Loan Association multi-year trail
Oconee Federal Savings and Loan Association's plans moved -46.5% in assets from 2022 to 2024; this filing shows Oconee Savings & Loan Association Employee Stock Ownership Plan at $2M / 65 participants.
- #1,684
- in Finance & Insurance (8,549 peers)
- -2.4%
- assets change YoY
The plan reported a net loss of $56K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Oconee Savings & Loan Association Employee Stock Ownership Plan among the smaller filed plans by assets
Oconee Savings & Loan Association Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,256,654 31st percentile higher than 31% 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
Oconee Savings & Loan Association 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. Oconee Savings & Loan Association Employee Stock Ownership Plan is a small filing (65 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Oconee Savings & Loan Association Employee Stock Ownership Plan reported net income rose from -$2M in the plan year 2023 filing to -$56K in the plan year 2024 filing.
- Oconee Savings & Loan Association Employee Stock Ownership Plan reported participants fell from 69 in the plan year 2023 filing to 65 in the plan year 2024 filing.
- Oconee Savings & Loan Association Employee Stock Ownership Plan end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 570242665 · Oconee Federal Savings and Loan Association PY 2024 · ESOP
Oconee Savings & Loan Association Employee Stock Ownership Plan · $2M · 65 · 31st
- PCT $2M
- EIN 65
- RANK 31st
- PHOTO ESOP
- IND near Pro Design Employee Stock Ownership Plan
- EOY ind #1684
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 →
Oconee Savings & Loan Association Employee Stock Ownership Plan in the asset neighbourhood
Oconee Federal Savings and Loan Association multi-year asset trail
Sponsor-wide plan assets over time
All Oconee Federal Savings and Loan Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 46.470953252512714% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 69 | $4M |
| 2023 | 1 | 69 | $2M |
| 2024 | 1 | 65 | $2M |
Oconee Federal Savings and Loan Association filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$56K |
| Employer EIN | 570242665 |
| Plan Effective Date | 1963-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in South Carolina
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan $26M · 56
- Life Cycle Engineering, Inc. Employee Stock Ownership Plan $25M · 373
- Ngroup Employee Stock Ownership Plan $25M · 1,859
- Dwg, Inc. Consulting Engineers Employee Stock Ownership Plan $21M · 31
- Synergi Employee Stock Ownership Plan $17M · 286
Oconee Savings & Loan Association Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside South Carolina, the nearest ESOP by assets is Pro Design Employee Stock Ownership Plan in OH ($2M); by covered participants it is Salem Fabrication Technologies Group, Inc. Employee Stock Ownership Plan in NC (65 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (65 participants); asset peers above are excluded.
- Salem Fabrication Technologies Group, Inc. Employee Stock Ownership Plan (NC) 65 · 0 off
- D.K. Gnuse Legacy Employee Stock Ownership Plan (IL) 65 · 0 off
- Independence Holdings, Inc. Employee Stock Ownership Plan (FL) 65 · 0 off
- Asi Commercial Roofing & Maintenance Inc. Employee Stock Ownership Plan (OH) 65 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.