ESOP · DOL Form 5500 · 2024

Onecompass Holdings ESOP

Data updated 2026-07-24

$128M
Total assets: 295
Participants: 92nd
Percentile by assets: $434,654
Avg per participant

Official DOL plan name: Onecompass Holdings Employee Stock Ownership Plan · Sponsored by Onecompass Holdings · Ohio · Transportation & Warehousing

$128M in assets, 295 participants

Onecompass Holdings's Onecompass Holdings Employee Stock Ownership Plan reported $128M in total assets and 295 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

92nd percentile by assets (of 116,472 plans)

Coverage in Ohio

Onecompass Holdings Employee Stock Ownership Plan covers 295 participants in Ohio, about 37% of the average Ohio filer (state average ~787 per filing). Assets: $128M.

$128M
total plan assets (2024 EOY): 295
covered participants: 92nd
percentile by assets (of 116,472 plans): $434,654
avg assets per participant

Onecompass Holdings Employee Stock Ownership Plan reported net income rose from $26M in the plan year 2023 filing to $42M in the plan year 2024 filing.
Onecompass Holdings Employee Stock Ownership Plan end-of-year assets rose from $87M in the plan year 2023 filing to $128M in the plan year 2024 filing.
Onecompass Holdings Employee Stock Ownership Plan reported participants rose from 274 in the plan year 2023 filing to 295 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Ohio

Industry

Transportation & Warehousing

Participants vs Ohio filers

In Ohio, the average filing covers about 787 participants across 4,840 plans. Onecompass Holdings Employee Stock Ownership Plan reports 295 participants - about 37% of that state average ($128M EOY assets).

Ohio filing particulars

Total Assets (Beginning of Year)	$87M
Net Assets (End of Year)	$113M
Net Income	$42M
Employer EIN	311584793
Plan Effective Date	2014-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Onecompass Holdings)

Total plan assets by year, all Onecompass Holdings plans on file

Year	Plans	Participants	Total Assets
2022	2	579	$68M
2023	2	632	$95M
2024	2	688	$140M

Nearby ESOP Plans in Ohio

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

Onecompass Holdings Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants

Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan $22.0B · 33,639
The Garland Industries, Inc. Employee Stock Ownership Plan & Trust $2.0B · 1,118
Great Lakes Cheese Co., Inc. Employee Stock Ownership Plan $502M · 4,264
Cleveland Steel Container Corporation Employee Stock Ownership Plan $485M · 415
Allied Mineral Products Employee Stock Ownership Plan $404M · 606

Compare Onecompass Holdings Employee Stock Owner… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Onecompass Holdings Employee Stock Ownership Plan by total assets, not by location.

Bl Companies, Inc. Employee Stock Ownership Plan (CT) $128M · 309
Alterman Group, Inc. Employee Stock Ownership Plan (TX) $128M · 293
West Coast C & C Management, Inc. ESOP (CA) $128M · 1,503
Roberts Hawaii, Inc. Employee Stock Ownership Plan (HI) $129M · 1,128

Frequently Asked Questions

How did Onecompass Holdings Employee Stock Ownership Plan assets move in 2024? ▼

Onecompass Holdings Employee Stock Ownership Plan surged - up 48.1% during 2024, from $87M to $128M. Reported net income was $42M.

How have Onecompass Holdings plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Onecompass Holdings's sponsor-wide assets grew 106.6%, from $68M to $140M.

Where does Onecompass Holdings Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Onecompass Holdings Employee Stock Ownership Plan ranks in the 92nd percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).

Which ESOP plans are similar in size to Onecompass Holdings Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Bl Companies, Inc. Employee Stock Ownership Plan in CT ($128M, 309 participants).

Next read for Onecompass Holdings Employee Stock Owner…

Filing takeaways

Ways to act on Onecompass Holdings Employee Stock Ownership Plan's numbers.

By total assets, Onecompass Holdings Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Ohio. Compare plans
Onecompass Holdings's sponsor-wide assets have grown 106.6% since 2022 across 3 plan years on file. More Transportation & Warehousing plans

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 311584793.

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.