ESOP · DOL Form 5500 · 2024
Oem Connect, Ltd. ESOP
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 21
- Participants Small participant base
- 38th
- Percentile by assets National rank
- $182,124
- Avg per participant Above avg balance/head
Official DOL plan name: Oem Connect, Ltd. Employee Stock Ownership Plan · Sponsored by Oem Connect, Ltd. · Massachusetts · Manufacturing
$4M in assets, 21 participants
Oem Connect, Ltd.'s Oem Connect, Ltd. Employee Stock Ownership Plan reported $4M in total assets and 21 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.
- #3,696 in Manufacturing (17,777 peers)
Oem Connect, Ltd. multi-year trail
Oem Connect, Ltd.'s plans moved -24.4% in assets from 2022 to 2024; this filing shows Oem Connect, Ltd. Employee Stock Ownership Plan at $4M / 21 participants.
- #3,696
- in Manufacturing (17,777 peers)
- -0.9%
- assets change YoY
The plan reported a net loss of $36K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Oem Connect, Ltd. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers
Oem Connect, Ltd. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,824,604 38th percentile higher than 38% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Oem Connect, Ltd. 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. Oem Connect, Ltd. Employee Stock Ownership Plan is a small filing (21 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Oem Connect, Ltd. Employee Stock Ownership Plan reported net income rose from -$1M in the plan year 2023 filing to -$36K in the plan year 2024 filing.
- Oem Connect, Ltd. Employee Stock Ownership Plan reported participants fell from 22 in the plan year 2023 filing to 21 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 043223296 · Oem Connect, Ltd. PY 2024 · ESOP
Oem Connect, Ltd. Employee Stock Ownership Plan · $4M · 21 · 38th
- IND $4M
- IND 21
- IND 38th
- IND ESOP
- IND near The Cadle Company Inc., II ESOP
- IND ind #3696
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 Massachusetts →
Oem Connect, Ltd. Employee Stock Ownership Plan in the asset neighbourhood
Oem Connect, Ltd. multi-year asset trail
Sponsor-wide plan assets over time
All Oem Connect, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 24.36992138403334% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 20 | $5M |
| 2023 | 1 | 22 | $4M |
| 2024 | 1 | 21 | $4M |
Oem Connect, Ltd. filing trail (2024)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$36K |
| Employer EIN | 043223296 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Massachusetts
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Consigli Building Group Employee Stock Ownership Plan $729M · 1,684
- The Gillette Company Employee Stock Ownership Plan $368M · 139
- First Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership Plan $253M · 445
- David Clark Employee Stock Ownership Plan $183M · 236
- New England Biolabs, Inc. Non-Voting Stock Ownership Plan $163M · 424
Oem Connect, Ltd. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Massachusetts, the nearest ESOP by assets is The Cadle Company Inc., II ESOP in OH ($4M); by covered participants it is Bell Stone Granite Employee Stock Ownership Plan in AZ (21 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (21 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.