ESOP · DOL Form 5500 · 2024

Oei, Inc. ESOP

Data updated 2026-08-25

$71M
Total assets Below avg plan size
1,806
Participants Near avg headcount
88th
Percentile by assets National rank
$39,172
Avg per participant Low balance/head
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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.

  • #17,892 in Professional & Technical Services (20,173 peers)

Coverage in Nebraska

Olsson, Inc. Employee Stock Ownership Plan covers 1,806 participants in Nebraska, 3.3x the typical Nebraska plan (state average ~552 per filing). Assets: $71M.

#17,892
in Professional & Technical Services (20,173 peers)
+29.0%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Olsson, Inc. Employee Stock Ownership Plan's outsized position by total assets

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

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

$70,744,835 Top 12% higher than 88% 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

Olsson, Inc. Employee Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Olsson, Inc. Employee Stock Ownership Plan lands in the large band (1,806 participants).

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 →

DOL schedule card

Filing strip 470532319 · Oei, Inc. PY 2024 · ESOP

Olsson, Inc. Employee Stock Ownership Plan · $71M · 1,806 · 88th

  • EIN $71M
  • RANK 1,806
  • PHOTO 88th
  • IND ESOP
  • EOY near Friends & Family Prevailing Wage ESOP Retirement Plan
  • 5500 ind #17892

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 Nebraska →

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

Redner's Employees Profit Sharing and Stock Ownership PlanRedner's Employees Profit Sh…$71MLunseth Plumbing and Heating Co. ESOPLunseth Plumbing and Heating…$71MMortenson Dental Partners Employee Stock Ownership PlanMortenson Dental Partners Em…$71MFriends & Family Prevailing Wage ESOP Retirement PlanFriends & Family Prevailing …$71MOlsson, Inc. Employee Stock Ownership PlanOlsson, Inc. Employee Stock …$71M
End-of-year total assets ($M) among Olsson, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

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.)

Sponsor-wide plan assets over time

All Oei, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$347M 54.73644044520118% vs 2022
2024 filing year
$200M$250M$300M$350M$400M 202220232024 $225M $347M ▲ +54.7%
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 Scatter plot of 6 data points. -5000500100015002000 50100150200250 Total assets ($M) Participants Olsson, Inc. Employee Stock Ownership Plan, Total assets ($M): 70.744835 · Participants: 1806Olsson, Inc. Employee Stock Ownership PlanCommonwealth Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 208.332233 · Participants: 241Commonwealth Holdings, Inc. Employee Stock Ownership PlanBuilders Supply Co. , Inc. Employee Stock Ownership Plan, Total assets ($M): 124.422109 · Participants: 251Builders Supply Co. , Inc. Employee Stock Ownership PlanTaylor & Martin Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 90.705713 · Participants: 62Taylor & Martin Enterprises, Inc. Employee Stock Ownership PlanMajors Plastics, Inc. Employee Stock Ownership Plan, Total assets ($M): 90.542776 · Participants: 372Majors Plastics, Inc. Employee Stock Ownership PlanStructural Component Systems, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 81.751352 · Participants: 391Structural Component Systems, Inc. Employee Stock Ownership Plan and Trust
Olsson, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Nebraska, assets vs. participants
Compare Olsson, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Nebraska, the nearest ESOP by assets is Friends & Family Prevailing Wage ESOP Retirement Plan in NY ($71M); by covered participants it is Shamrock Trading Corporation ESOP Retirement Plan in KS (1,803 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,806 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 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 123,622 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).
Which ESOP plans cover a similar participant headcount to Olsson, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Shamrock Trading Corporation ESOP Retirement Plan in KS (1,803 participants, $98M 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 470532319.

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.