ESOP · DOL Form 5500 · 2024

Onex, Inc. ESOP

Data updated 2026-08-25

$18M
Total assets Small plan by assets
36
Participants Small participant base
69th
Percentile by assets National rank
$507,778
Avg per participant High balance/head
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Official DOL plan name: Onex, Inc. Employee Stock Ownership Plan · Sponsored by Onex, Inc. · Pennsylvania · Construction

$18M in assets, 36 participants

Onex, Inc.'s Onex, Inc. Employee Stock Ownership Plan reported $18M in total assets and 36 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #6,084 in Construction (9,039 peers)

Onex, Inc. multi-year trail

Onex, Inc.'s plans moved +150.4% in assets from 2022 to 2024; this filing shows Onex, Inc. Employee Stock Ownership Plan at $18M / 36 participants.

#6,084
in Construction (9,039 peers)
+56.5%
assets growth YoY

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

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

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

$18,280,000 Top 31% higher than 69% 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

Onex, Inc. 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. Onex, Inc. Employee Stock Ownership Plan is a small filing (36 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Onex, Inc. Employee Stock Ownership Plan end-of-year assets rose from $12M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • Onex, Inc. Employee Stock Ownership Plan reported net income rose from $5M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Onex, Inc. Employee Stock Ownership Plan reported participants rose from 31 in the plan year 2023 filing to 36 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 251158121 · Onex, Inc. PY 2024 · ESOP

Onex, Inc. Employee Stock Ownership Plan · $18M · 36 · 69th

  • IND $18M
  • IND 36
  • IND 69th
  • IND ESOP
  • IND near Whitestone Associates, Inc. ESOP
  • IND ind #6084

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 Pennsylvania →

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

First Security Bank Employee Stock Ownership PlanFirst Security Bank Employee…$18MPiping & Equipment Employee Stock Ownership PlanPiping & Equipment Employee …$18MOnex, Inc. Employee Stock Ownership PlanOnex, Inc. Employee Stock Ow…$18MWhitestone Associates, Inc. ESOPWhitestone Associates, Inc. …$18MSnider Inc Employee Stock Ownership Plan and TrustSnider Inc Employee Stock Ow…$18M
End-of-year total assets ($M) among Onex, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Onex, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Onex, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 150.41095890410958% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $7.3M $18.3M ▲ +150.4%
Year Plans Participants Total Assets
2022 1 32 $7M
2023 1 31 $12M
2024 1 36 $18M

Onex, Inc. filing trail (2024)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$10M
Net Income$7M
Employer EIN251158121
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Pennsylvania

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

Onex, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Onex, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.01828 · Participants: 36Onex, Inc. Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.530536956 · Participants: 37745Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.796343385 · Participants: 544Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.721026406 · Participants: 14939Sheetz, Inc. Employee Stock Ownership PlanCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.679618162 · Participants: 2444Centimark Corporation Employee Stock Ownership Plan and TrustD & H Employee Stock Ownership Plan, Total assets ($B): 0.313919418 · Participants: 1459D & H Employee Stock Ownership Plan
Onex, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Onex, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest ESOP by assets is Whitestone Associates, Inc. ESOP in NJ ($18M); by covered participants it is First Harrison Bank Employee Stock Ownership Plan in IN (36 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (36 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 Onex, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Onex, Inc. Employee Stock Ownership Plan surged - up 56.5% during 2024, from $12M to $18M. Reported net income was $7M.
How have Onex, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Onex, Inc.'s sponsor-wide assets grew 150.4%, from $7M to $18M.
Which ESOP plans are similar in size to Onex, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Whitestone Associates, Inc. ESOP in NJ ($18M, 86 participants).
Which ESOP plans cover a similar participant headcount to Onex, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is First Harrison Bank Employee Stock Ownership Plan in IN (36 participants, $2M 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 251158121.

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.