ESOP · DOL Form 5500 · 2024

Onecompass Holdings ESOP

Data updated 2026-08-25

$128M
Total assets Near avg plan size
295
Participants Below avg headcount
92nd
Percentile by assets National rank
$434,654
Avg per participant High balance/head
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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.

  • #2,970 in Transportation & Warehousing (3,299 peers)

Coverage in Ohio

Onecompass Holdings Employee Stock Ownership Plan covers 295 participants in Ohio, about 39% of the average Ohio filer (state average ~765 per filing). Assets: $128M.

#2,970
in Transportation & Warehousing (3,299 peers)
+48.1%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Onecompass Holdings Employee Stock Ownership Plan's outsized position by total assets

Onecompass Holdings Employee Stock Ownership Plan vs every filed plan by assets

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

$128,222,787 Top 8% higher than 92% 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

Onecompass Holdings 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. Onecompass Holdings Employee Stock Ownership Plan sits mid-pack in the medium band (295 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 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 →

DOL schedule card

Filing strip 311584793 · Onecompass Holdings PY 2024 · ESOP

Onecompass Holdings Employee Stock Ownership Plan · $128M · 295 · 92nd

  • EBSA $128M
  • EBSA 295
  • EBSA 92nd
  • EBSA ESOP
  • EBSA near Bl Companies, Inc. Employee Stock Ownership Plan
  • EBSA ind #2970

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 Ohio →

Onecompass Holdings Employee Stock Ownership Plan in the asset neighbourhood

Roberts Hawaii, Inc. Employee Stock Ownership PlanRoberts Hawaii, Inc. Employe…$129MOnecompass Holdings Employee Stock Ownership PlanOnecompass Holdings Employee…$128MBl Companies, Inc. Employee Stock Ownership PlanBl Companies, Inc. Employee …$128MAlterman Group, Inc. Employee Stock Ownership PlanAlterman Group, Inc. Employe…$128MWest Coast C & C Management, Inc. ESOPWest Coast C & C Management,…$128M
End-of-year total assets ($M) among Onecompass Holdings Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$87M
Net Assets (End of Year)$113M
Net Income$42M
Employer EIN311584793
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Onecompass Holdings)

Sponsor-wide plan assets over time

All Onecompass Holdings plans reported in each filing year

Latest sponsor-wide plan assets
$140M 106.58948174794305% vs 2022
2024 filing year
$50M$100M$150M 202220232024 $67.8M $140M ▲ +106.6%
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 Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants Onecompass Holdings Employee Stock Ownership Plan, Total assets ($B): 0.128222787 · Participants: 295Onecompass Holdings Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 21.965382968 · Participants: 33639Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 2.007916491 · Participants: 1118The Garland Industries, Inc. Employee Stock Ownership Plan & TrustMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.695889558 · Participants: 903Messer Inc. Employee Stock Ownership PlanGreat Lakes Cheese Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.501664561 · Participants: 4264Great Lakes Cheese Co., Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.485460635 · Participants: 415Cleveland Steel Container Corporation Employee Stock Ownership Plan
Onecompass Holdings Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Onecompass Holdings Employee Stock Ownership Plan side-by-side with 3 peers →

Onecompass Holdings Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Bl Companies, Inc. Employee Stock Ownership Plan in CT ($128M); by covered participants it is Pro2serve Employee Stock Ownership Plan in TN (295 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (295 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 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 123,622 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).
Which ESOP plans cover a similar participant headcount to Onecompass Holdings Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Pro2serve Employee Stock Ownership Plan in TN (295 participants, $10M 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 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.