Other
2024 plan-year Other DOL Form 5500

O'NEIL INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

O'NEIL INDUSTRIES, INC.

This Other plan holds $67M in total assets and serves 502 participants as of 2024. It is sponsored by O'NEIL INDUSTRIES, INC. in Illinois. The plan reported positive net income of $7M for the year.

Total Assets (2023)
$67M
Participants
502
State
Industry
Construction

What the Filing Says About O'NEIL INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

O'NEIL INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN is a Other retirement plan sponsored by O'NEIL INDUSTRIES, INC., headquartered in Illinois. As of the 2024 Form 5500 filing, the plan reports $67M in total end-of-year assets and covers 502 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 363156703, and the plan has been effective since 1994-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $60M at the beginning of 2024 to $67M at year-end — a gain of 11.0%. Net assets (after liabilities) closed the year at $60M, with reported net income of $7M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$60M
Total Assets (End of Year)$67M
Net Assets (End of Year)$60M
Net Income$7M
Plan TypeOther
Employer EIN363156703
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (O'NEIL INDUSTRIES, INC.)

Year Plans Participants Total Assets
2022 2 822 $122M
2023 2 853 $143M
2024 2 953 $164M

Nearby Other Plans in Illinois

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

Frequently Asked Questions

How much money is in the O'NEIL INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN?
As of the 2024 Form 5500 filing, O'NEIL INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN holds $67M in total assets with 502 participants. It is sponsored by O'NEIL INDUSTRIES, INC..
What type of plan is O'NEIL INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN?
O'NEIL INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN is a Other plan. It has been effective since 1994-01-01. The plan is filed with the U.S. Department of Labor under EIN 363156703.
Who sponsors the O'NEIL INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN?
O'NEIL INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN is sponsored by O'NEIL INDUSTRIES, INC., located in Illinois. The sponsor's EIN is 363156703 and the plan operates in the Construction industry.
How did O'NEIL INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN perform in 2024?
O'NEIL INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN grew by 11.0% during 2024, moving from $60M to $67M in total assets. Net income was $7M.
Where can I find official filings for O'NEIL INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN?
Official Form 5500 filings for O'NEIL INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 363156703 or plan name at efast.dol.gov.
How does O'NEIL INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN compare to other plans?
You can compare O'NEIL INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN against other Other plans on the plan type page, or view plans in Illinois on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 363156703.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.