ESOP · DOL Form 5500 · 2024

Margaret O'leary Inc. ESOP

Data updated 2026-08-25

$945K
Total assets Small plan by assets
31
Participants Small participant base
23rd
Percentile by assets National rank
$30,485
Avg per participant Low balance/head
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Official DOL plan name: Margaret O'leary Employee Stock Ownership Plan · Sponsored by Margaret O'leary Inc. · California · Manufacturing

$945K in assets, 31 participants

Margaret O'leary Inc.'s Margaret O'leary Employee Stock Ownership Plan reported $945K in total assets and 31 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.

  • #1,669 in Manufacturing (17,777 peers)

2024 asset change

Margaret O'leary Employee Stock Ownership Plan grew at a solid clip 14.4% in 2024 ($826K → $945K) for 31 participants.

#1,669
in Manufacturing (17,777 peers)
+14.4%
assets growth YoY

Margaret O'leary Employee Stock Ownership Plan among the smaller filed plans by assets

Margaret O'leary Employee Stock Ownership Plan vs every filed plan by assets

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

$945,050 23rd percentile higher than 23% 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

Margaret O'leary 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. Margaret O'leary Employee Stock Ownership Plan is a small filing (31 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Margaret O'leary Employee Stock Ownership Plan reported net income rose from $118K in the plan year 2023 filing to $339K in the plan year 2024 filing.
  • Margaret O'leary Employee Stock Ownership Plan end-of-year assets rose from $826K in the plan year 2023 filing to $945K in the plan year 2024 filing.
  • Margaret O'leary Employee Stock Ownership Plan reported participants fell from 35 in the plan year 2023 filing to 31 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 943147358 · Margaret O'leary Inc. PY 2024 · ESOP

Margaret O'leary Employee Stock Ownership Plan · $945K · 31 · 23rd

  • RANK $945K
  • PHOTO 31
  • IND 23rd
  • EOY ESOP
  • 5500 near Hamilton-Ryker Group, Inc. Employee Stock Ownership Plan
  • ASSETS ind #1669

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 California →

Margaret O'leary Employee Stock Ownership Plan in the asset neighbourhood

Margaret O'leary Employee Stock Ownership PlanMargaret O'leary Employee St…$945KSsb Bank Employee Stock Ownership PlanSsb Bank Employee Stock Owne…$947KSdr Transportation Holdings, Inc. Employee Stock Ownership PlanSdr Transportation Holdings,…$948KHamilton-Ryker Group, Inc. Employee Stock Ownership PlanHamilton-Ryker Group, Inc. E…$943KEnhanced Telecommunication, Inc. Employee Stock Ownership PlanEnhanced Telecommunication, …$941K
End-of-year total assets ($M) among Margaret O'leary Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Margaret O'leary Inc. years around the 2024 move

Sponsor-wide plan assets over time

All Margaret O'leary Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$945K 2.2626441881100265% vs 2022
2024 filing year
$0.8M$0.85M$0.9M$0.95M$1M 202220232024 $0.92M $0.95M ▲ +3.3%
Year Plans Participants Total Assets
2022 1 29 $924K
2023 1 35 $826K
2024 1 31 $945K

2024 asset-move particulars

Total Assets (Beginning of Year)$826K
Net Assets (End of Year)-$4M
Net Income$339K
Employer EIN943147358
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Margaret O'leary Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Margaret O'leary Employee Stock Ownership Plan, Total assets ($B): 0.00094505 · Participants: 31Margaret O'leary Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Margaret O'leary Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Margaret O'leary Employee Stock Ownership Plan side-by-side with 3 peers →

Margaret O'leary Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Hamilton-Ryker Group, Inc. Employee Stock Ownership Plan in TN ($943K); by covered participants it is The American National Bank of Beaver Dam Employee Stock Ownership Plan in WI (31 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (31 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 Margaret O'leary Employee Stock Ownership Plan assets move in 2024? ▼
Margaret O'leary Employee Stock Ownership Plan grew at a solid clip - up 14.4% during 2024, from $826K to $945K. Reported net income was $339K.
How have Margaret O'leary Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Margaret O'leary Inc.'s sponsor-wide assets grew 2.3%, from $924K to $945K.
Where does Margaret O'leary Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Margaret O'leary Employee Stock Ownership Plan ranks in the 23rd 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 ESOP plans are similar in size to Margaret O'leary Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Hamilton-Ryker Group, Inc. Employee Stock Ownership Plan in TN ($943K, 113 participants).
Which ESOP plans cover a similar participant headcount to Margaret O'leary Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is The American National Bank of Beaver Dam Employee Stock Ownership Plan in WI (31 participants, $6M 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 943147358.

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.