ESOP · DOL Form 5500 · 2024

Oei, Inc. ESOP

Data updated 2026-07-24

$71M
Total assets
1,806
Participants
88th
Percentile by assets
$39,172
Avg per participant
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Official DOL plan name: Olsson, Inc. Employee Stock Ownership Plan · Sponsored by Oei, Inc. · Nebraska · Professional & Technical Services

$71M in assets, 1,806 participants

Oei, Inc.'s Olsson, Inc. Employee Stock Ownership Plan reported $71M in total assets and 1,806 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • 88th percentile by assets (of 116,472 plans)

Coverage in Nebraska

Olsson, Inc. Employee Stock Ownership Plan covers 1,806 participants in Nebraska, 3.2x the typical Nebraska plan (state average ~573 per filing). Assets: $71M.

$71M
total plan assets (2024 EOY)
1,806
covered participants
88th
percentile by assets (of 116,472 plans)
$39,172
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Olsson, Inc. Employee Stock Ownership Plan reported net income rose from $5M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Olsson, Inc. Employee Stock Ownership Plan end-of-year assets rose from $55M in the plan year 2023 filing to $71M in the plan year 2024 filing.
  • Olsson, Inc. Employee Stock Ownership Plan reported participants rose from 1,665 in the plan year 2023 filing to 1,806 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Participants vs Nebraska filers

In Nebraska, the average filing covers about 573 participants across 728 plans. Olsson, Inc. Employee Stock Ownership Plan reports 1,806 participants - 3.2x that state average ($71M EOY assets).

Nebraska filing particulars

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$71M
Net Income$16M
Employer EIN470532319
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oei, Inc.)

$200M$250M$300M$350M$400M 202220232024 $225M $347M ▲ +54.7%
Total plan assets by year, all Oei, Inc. plans on file
Year Plans Participants Total Assets
2022 2 3,086 $224M
2023 2 3,420 $281M
2024 2 3,706 $347M

Nearby ESOP Plans in Nebraska

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

Olsson, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Nebraska, assets vs. participants

Olsson, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 50100150200250 Total assets ($M) Participants Olsson, Inc. Employe…Commonwealth Holding…Taylor & Martin Ente…Majors Plastics, Inc…Structural Component…Van Kirk Brothers Co…
Olsson, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Nebraska, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Olsson, Inc. Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Olsson, Inc. Employee Stock Ownership Plan assets move in 2024?
Olsson, Inc. Employee Stock Ownership Plan grew sharply - up 29.0% during 2024, from $55M to $71M. Reported net income was $16M.
How have Oei, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Oei, Inc.'s sponsor-wide assets grew 54.7%, from $224M to $347M.
Where does Olsson, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers?
Olsson, Inc. Employee Stock Ownership Plan ranks in the 88th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Olsson, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Friends & Family Prevailing Wage ESOP Retirement Plan in NY ($71M, 8,018 participants).

Next read for Olsson, Inc. Employee Stock Ownership Pl…

Filing takeaways

Ways to act on Olsson, Inc. Employee Stock Ownership Plan's numbers.

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 470532319.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.