ESOP · DOL Form 5500 · 2024

Oceanweather, Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
7
Participants Small participant base
40th
Percentile by assets National rank
$647,739
Avg per participant High balance/head
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Official DOL plan name: Oceanweather, Inc. Employee Stock Ownership Plan · Sponsored by Oceanweather, Inc. · Connecticut · Professional & Technical Services

$5M in assets, 7 participants

Oceanweather, Inc.'s Oceanweather, Inc. Employee Stock Ownership Plan reported $5M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

  • #7,593 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Oceanweather, Inc. Employee Stock Ownership Plan holds $5M for 7 participants - about $647,739 per participant, in the lower half of filed plans by assets.

#7,593
in Professional & Technical Services (20,173 peers)
-7.7%
assets change YoY

The plan reported a net loss of $379K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Oceanweather, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

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

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

$4,534,175 40th percentile higher than 40% 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

Oceanweather, Inc. Employee Stock Ownership Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oceanweather, Inc. Employee Stock Ownership Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Oceanweather, Inc. Employee Stock Ownership Plan reported net income fell from $642K in the plan year 2023 filing to -$379K in the plan year 2024 filing.
  • Oceanweather, Inc. Employee Stock Ownership Plan end-of-year assets fell from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 132897418 · Oceanweather, Inc. PY 2024 · ESOP

Oceanweather, Inc. Employee Stock Ownership Plan · $5M · 7 · 40th

  • TYPE $5M
  • NET 7
  • BOOK 40th
  • VS-ST ESOP
  • BOY near Sun Forest Construction, Ltd. Employee Stock Ownership Plan
  • SCH ind #7593

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 Connecticut →

Oceanweather, Inc. Employee Stock Ownership Plan in the asset neighbourhood

G & L Holdings, Inc. Employee Stock Ownership PlanG & L Holdings, Inc. Employe…$5MOceanweather, Inc. Employee Stock Ownership PlanOceanweather, Inc. Employee …$5MSun Forest Construction, Ltd. Employee Stock Ownership PlanSun Forest Construction, Ltd…$5MAlaska Mining & Diving Supply, Inc. Employee Stock Ownership Plan and TrustAlaska Mining & Diving Suppl…$5MRoberts Irrigation Company, Inc. Employee Stock Ownership PlanRoberts Irrigation Company, …$5M
End-of-year total assets ($M) among Oceanweather, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$379K
Employer EIN132897418
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oceanweather, Inc.)

Sponsor-wide plan assets over time

All Oceanweather, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 6.153306241170816% vs 2022
2024 filing year
$4.2M$4.4M$4.6M$4.8M$5M 202220232024 $4.27M $4.53M ▲ +6.1%
Year Plans Participants Total Assets
2022 1 7 $4M
2023 1 7 $5M
2024 1 7 $5M

Nearby ESOP Plans in Connecticut

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

Oceanweather, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -2000200400600800 -1000100200300400 Total assets ($M) Participants Oceanweather, Inc. Employee Stock Ownership Plan, Total assets ($M): 4.534175 · Participants: 7Oceanweather, Inc. Employee Stock Ownership PlanMott Corporation Employee Stock Ownership Plan, Total assets ($M): 304.806344 · Participants: 327Mott Corporation Employee Stock Ownership PlanBl Companies, Inc. Employee Stock Ownership Plan, Total assets ($M): 127.985465 · Participants: 309Bl Companies, Inc. Employee Stock Ownership PlanSonalysts, Inc. Employee Stock Ownership Plan, Total assets ($M): 125.874922 · Participants: 417Sonalysts, Inc. Employee Stock Ownership PlanEurpac Service, Inc. Employee Stock Ownership Plan, Total assets ($M): 107.815259 · Participants: 572Eurpac Service, Inc. Employee Stock Ownership PlanTwin Mro Employee Stock Ownership Plan, Total assets ($M): 106.406355 · Participants: 110Twin Mro Employee Stock Ownership Plan
Oceanweather, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Connecticut, assets vs. participants
Compare Oceanweather, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Connecticut, the nearest ESOP by assets is Sun Forest Construction, Ltd. Employee Stock Ownership Plan in OR ($5M); by covered participants it is P E Systems, Inc. Amended and Restated Employee Stock Ownership Plan in VA (7 participants). Same-state nearby plans are listed separately above.

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 Oceanweather, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Oceanweather, Inc. Employee Stock Ownership Plan pulled back noticeably - down 7.7% during 2024, from $5M to $5M. Reported net income was -$379K.
How have Oceanweather, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oceanweather, Inc.'s sponsor-wide assets grew 6.2%, from $4M to $5M.
Which ESOP plans are similar in size to Oceanweather, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Sun Forest Construction, Ltd. Employee Stock Ownership Plan in OR ($5M, 31 participants).
Which ESOP plans cover a similar participant headcount to Oceanweather, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is P E Systems, Inc. Amended and Restated Employee Stock Ownership Plan in VA (7 participants, N/A 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 132897418.

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.