ESOP · DOL Form 5500 · 2024
O'neil Industries, Inc. ESOP
Data updated 2026-08-25
- $67M
- Total assets Below avg plan size
- 502
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $133,616
- Avg per participant Near avg balance/head
Official DOL plan name: O'neil Industries, Inc. Employee Stock Ownership Plan · Sponsored by O'neil Industries, Inc. · Illinois · Construction
$67M in assets, 502 participants
O'neil Industries, Inc.'s O'neil Industries, Inc. Employee Stock Ownership Plan reported $67M in total assets and 502 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.
- #7,708 in Construction (9,039 peers)
Where O'neil Industries, Inc. Employee Stock Ownership Plan sits by assets
O'neil Industries, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $67M for 502 participants (~$133,616/participant), up 11.0% in 2024.
- #7,708
- in Construction (9,039 peers)
- +11.0%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
O'neil Industries, Inc. Employee Stock Ownership Plan's outsized position by total assets
O'neil Industries, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$67,075,342 Top 13% higher than 87% 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
O'neil Industries, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. O'neil Industries, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (502 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- O'neil Industries, Inc. Employee Stock Ownership Plan reported participants rose from 365 in the plan year 2023 filing to 502 in the plan year 2024 filing.
- O'neil Industries, Inc. Employee Stock Ownership Plan reported net income fell from $8M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- O'neil Industries, Inc. Employee Stock Ownership Plan end-of-year assets rose from $60M in the plan year 2023 filing to $67M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 363156703 · O'neil Industries, Inc. PY 2024 · ESOP
O'neil Industries, Inc. Employee Stock Ownership Plan · $67M · 502 · 87th
- IND $67M
- EOY 502
- 5500 87th
- ASSETS ESOP
- PCT near Adams and Associates, Inc. Employee Stock Ownership Plan
- EIN ind #7708
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 Illinois →
O'neil Industries, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $60M |
|---|---|
| Net Assets (End of Year) | $60M |
| Net Income | $7M |
| Employer EIN | 363156703 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (O'neil Industries, Inc.)
Sponsor-wide plan assets over time
All O'neil Industries, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $164M 34.117456300449966% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 822 | $122M |
| 2023 | 2 | 853 | $143M |
| 2024 | 2 | 953 | $164M |
Nearby ESOP Plans in Illinois
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Amsted Industries Incorporated Employees' Stock Ownership Plan $3.7B · 4,909
- Kehe Distributors, Inc. Employee Stock Ownership Plan $2.2B · 4,815
- Scot Forge Company Employee Stock Ownership Plan $1.4B · 491
- Bdo USA Employee Stock Ownership Plan $1.1B · 9,258
- Shorr Paper Products, Inc. Employee Stock Ownership Plan $430M · 543
O'neil Industries, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Illinois, the nearest ESOP by assets is Adams and Associates, Inc. Employee Stock Ownership Plan in NV ($67M); by covered participants it is Tcw Holdings, Inc. Employee Stock Ownership Plan in TN (502 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($67M here).
Similar participant headcount
Nearest other-state filings by covered participants (502 participants); asset peers above are excluded.
- Tcw Holdings, Inc. Employee Stock Ownership Plan (TN) 502 · 0 off
- Amg Employee Stock Ownership Plan (LA) 502 · 0 off
- Xtekinc Employee Stock Ownership Plan (OH) 503 · 1 off
- Cv Industries, Inc. Employee Stock Ownership Plan (NC) 500 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.