401(k) · DOL Form 5500 · 2024

S.P. O'neil & Co. 401(k) Plan

Data updated 2026-08-25

$81K
Total assets Small plan by assets
1
Participants Small participant base
5th
Percentile by assets National rank
$80,723
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: S.P. O'neil & Co., Inc 401(k) Profit Sharing Plan · Sponsored by S.P. O'neil & Co. · New Hampshire · Professional & Technical Services

$81K in assets, 1 participants

S.P. O'neil & Co.'s S.P. O'neil & Co., Inc 401(k) Profit Sharing Plan reported $81K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 5th 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.

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

S.P. O'neil & Co. multi-year trail

S.P. O'neil & Co.'s plans moved -23.8% in assets from 2022 to 2024; this filing shows S.P. O'neil & Co., Inc 401(k) Profit Sharing Plan at $81K / 1 participant.

#934
in Professional & Technical Services (20,173 peers)
-13.0%
assets change YoY

The plan reported a net loss of $12K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

S.P. O'neil & Co., Inc 401(k) Profit Sharing Plan among the smaller filed plans by assets

S.P. O'neil & Co., Inc 401(k) Profit Sharing Plan vs every filed plan by assets

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

$80,723 5th percentile higher than 5% 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

S.P. O'neil & Co., Inc 401(k) Profit Sharing 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. S.P. O'neil & Co., Inc 401(k) Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • S.P. O'neil & Co., Inc 401(k) Profit Sharing Plan end-of-year assets fell from $93K in the plan year 2023 filing to $81K in the plan year 2024 filing.
  • S.P. O'neil & Co., Inc 401(k) Profit Sharing Plan reported net income rose from -$13K in the plan year 2023 filing to -$12K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 461478319 · S.P. O'neil & Co. PY 2024 · 401(k)

S.P. O'neil & Co., Inc 401(k) Profit Sharing Plan · $81K · 1 · 5th

  • ASSETS $81K
  • PCT 1
  • EIN 5th
  • RANK 401(k)
  • PHOTO near Truetb Advisory Services Company 401(k) Plan
  • IND ind #934

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 Professional & Technical Services retirement plans → · Plans in New Hampshire →

S.P. O'neil & Co., Inc 401(k) Profit Sharing Plan in the asset neighbourhood

S.P. O'neil & Co., Inc 401(k) Profit Sharing PlanS.P. O'neil & Co., Inc 401(k…$81KTruetb Advisory Services Company 401(k) PlanTruetb Advisory Services Com…$81KThe Lineup, a Retirement Savings PlanThe Lineup, a Retirement Sav…$81KSuite Dog Inc. 401(k) Plan$81KCkckd Holdings Inc. 401(k) PlanCkckd Holdings Inc. 401(k) P…$81K
End-of-year total assets ($M) among S.P. O'neil & Co., Inc 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

S.P. O'neil & Co. multi-year asset trail

Sponsor-wide plan assets over time

All S.P. O'neil & Co. plans reported in each filing year

Latest sponsor-wide plan assets
$81K 23.816759312564294% vs 2022
2024 filing year
$0.07M$0.08M$0.09M$0.1M$0.11M$0.12M 202220232024 $0.11M $0.08M ▼ -27.3%
Year Plans Participants Total Assets
2022 1 1 $106K
2023 1 1 $93K
2024 1 1 $81K

S.P. O'neil & Co. filing trail (2024)

Total Assets (Beginning of Year)$93K
Net Assets (End of Year)$81K
Net Income-$12K
Employer EIN461478319
Plan Effective Date2012-11-28
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Hampshire

Peer 401(k) plans, same state, same plan type, ranked by total assets.

S.P. O'neil & Co., Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600800 Total assets ($M) Participants S.P. O'neil & Co., Inc 401(k) Profit Sharing Plan, Total assets ($M): 0.080723 · Participants: 1S.P. O'neil & Co., Inc 401(k) Profit Sharing PlanC&s and Affiliates 401(k) Savings Plan (a), Total assets ($M): 670.52032 · Participants: 11041C&s and Affiliates 401(k) Savings Plan (a)Ams Osram Savings Plan, Total assets ($M): 486.920985 · Participants: 961Ams Osram Savings PlanAlbany International Corp. Prosperity Plus Savings Plan, Total assets ($M): 481.365142 · Participants: 1909Albany International Corp. Prosperity Plus Savings PlanConnection Employee 401(k) and Profit Sharing Plan, Total assets ($M): 438.844096 · Participants: 2733Connection Employee 401(k) and Profit Sharing PlanCoca Cola Beverages Northeast, Inc. Incentive Savings Plan, Total assets ($M): 400.152906 · Participants: 2821Coca Cola Beverages Northeast, Inc. Incentive Savings Plan
S.P. O'neil & Co., Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants
Compare S.P. O'neil & Co., Inc 401(k) Profit Sharing Plan side-by-side with 3 peers →

S.P. O'neil & Co., Inc 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New Hampshire, the nearest 401(k) by assets is Truetb Advisory Services Company 401(k) Plan in IL ($81K); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($81K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 S.P. O'neil & Co., Inc 401(k) Profit Sharing Plan assets move in 2024? ▼
S.P. O'neil & Co., Inc 401(k) Profit Sharing Plan pulled back noticeably - down 13.0% during 2024, from $93K to $81K. Reported net income was -$12K.
How have S.P. O'neil & Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), S.P. O'neil & Co.'s sponsor-wide assets declined 23.8%, from $106K to $81K.
Where does S.P. O'neil & Co., Inc 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
S.P. O'neil & Co., Inc 401(k) Profit Sharing Plan ranks in the 5th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to S.P. O'neil & Co., Inc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Truetb Advisory Services Company 401(k) Plan in IL ($81K, N/A participants).
Which 401(k) plans cover a similar participant headcount to S.P. O'neil & Co., Inc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K 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 461478319.

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.