ESOP · DOL Form 5500 · 2024

Universal Oil, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
26
Participants Small participant base
28th
Percentile by assets National rank
$67,219
Avg per participant Below avg balance/head
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Official DOL plan name: Universal Oil, Inc. Employee Stock Ownership Plan · Sponsored by Universal Oil, Inc. · Ohio · Wholesale Trade

$2M in assets, 26 participants

Universal Oil, Inc.'s Universal Oil, Inc. Employee Stock Ownership Plan reported $2M in total assets and 26 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

  • #1,042 in Wholesale Trade (6,080 peers)

Universal Oil, Inc. multi-year trail

Universal Oil, Inc.'s plans moved +98.2% in assets from 2022 to 2024; this filing shows Universal Oil, Inc. Employee Stock Ownership Plan at $2M / 26 participants.

#1,042
in Wholesale Trade (6,080 peers)
+32.1%
assets growth YoY

Universal Oil, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Universal Oil, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,747,682 28th percentile higher than 28% of 123,620 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 2024

Universal Oil, Inc. 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. Universal Oil, Inc. Employee Stock Ownership Plan is a small filing (26 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Universal Oil, Inc. Employee Stock Ownership Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Universal Oil, Inc. Employee Stock Ownership Plan reported participants fell from 28 in the plan year 2023 filing to 26 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 340772362 · Universal Oil, Inc. PY 2024 · ESOP

Universal Oil, Inc. Employee Stock Ownership Plan · $2M · 26 · 28th

  • VS-ST $2M
  • BOY 26
  • SCH 28th
  • EBSA ESOP
  • PART near Petersen, Inc. Frozen Capital Accumulation Plan
  • TYPE ind #1042

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 Ohio →

Universal Oil, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Universal Oil, Inc. Employee Stock Ownership PlanUniversal Oil, Inc. Employee…$2MPetersen, Inc. Frozen Capital Accumulation PlanPetersen, Inc. Frozen Capita…$2MShare Corporation Employee Stock Ownership TrustShare Corporation Employee S…$2MPaddock Construction Company Employee Stock Ownership PlanPaddock Construction Company…$2MVenturity Employee Stock Ownership PlanVenturity Employee Stock Own…$2M
End-of-year total assets ($M) among Universal Oil, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Universal Oil, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Universal Oil, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 98.2128113233226% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $0.88M $1.75M ▲ +98.9%
Year Plans Participants Total Assets
2022 1 25 $882K
2023 1 28 $1M
2024 1 26 $2M

Universal Oil, Inc. filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$425K
Employer EIN340772362
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Ohio

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

Universal Oil, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants Universal Oil, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.001747682 · Participants: 26Universal Oil, Inc. Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 21.965382968 · Participants: 33639Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 2.007916491 · Participants: 1118The Garland Industries, Inc. Employee Stock Ownership Plan & TrustMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.695889558 · Participants: 903Messer Inc. Employee Stock Ownership PlanGreat Lakes Cheese Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.501664561 · Participants: 4264Great Lakes Cheese Co., Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.485460635 · Participants: 415Cleveland Steel Container Corporation Employee Stock Ownership Plan
Universal Oil, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Universal Oil, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest ESOP by assets is Petersen, Inc. Frozen Capital Accumulation Plan in UT ($2M); by covered participants it is Pro-Cut Construction Services, Inc. Employee Stock Ownership Plan in PA (26 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (26 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Universal Oil, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Universal Oil, Inc. Employee Stock Ownership Plan surged - up 32.1% during 2024, from $1M to $2M. Reported net income was $425K.
How have Universal Oil, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Universal Oil, Inc.'s sponsor-wide assets grew 98.2%, from $882K to $2M.
Which ESOP plans are similar in size to Universal Oil, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Petersen, Inc. Frozen Capital Accumulation Plan in UT ($2M, 584 participants).
Which ESOP plans cover a similar participant headcount to Universal Oil, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Pro-Cut Construction Services, Inc. Employee Stock Ownership Plan in PA (26 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 340772362.

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.