401(k) · DOL Form 5500 · 2024
O'neil & Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 189
- Participants Below avg headcount
- 68th
- Percentile by assets National rank
- $92,264
- Avg per participant Below avg balance/head
Official DOL plan name: O'neil & Associates, Inc. Profit Sharing and Savings Plan · Sponsored by O'neil & Associates, Inc. · Ohio · Information & Media
$17M in assets, 189 participants
O'neil & Associates, Inc.'s O'neil & Associates, Inc. Profit Sharing and Savings Plan reported $17M in total assets and 189 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.
- #1,608 in Information & Media (2,822 peers)
Coverage in Ohio
O'neil & Associates, Inc. Profit Sharing and Savings Plan covers 189 participants in Ohio, about 25% of the average Ohio filer (state average ~765 per filing). Assets: $17M.
- #1,608
- in Information & Media (2,822 peers)
- +8.2%
- assets growth YoY
O'neil & Associates, Inc. Profit Sharing and Savings Plan's outsized position by total assets
O'neil & Associates, Inc. Profit Sharing and Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$17,437,824 Top 32% higher than 68% 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 & Associates, Inc. Profit Sharing and Savings 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 & Associates, Inc. Profit Sharing and Savings Plan sits mid-pack in the medium band (189 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- O'neil & Associates, Inc. Profit Sharing and Savings Plan reported net income fell from $3M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- O'neil & Associates, Inc. Profit Sharing and Savings Plan reported participants rose from 156 in the plan year 2023 filing to 189 in the plan year 2024 filing.
- O'neil & Associates, Inc. Profit Sharing and Savings Plan end-of-year assets rose from $16M in the plan year 2023 filing to $17M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 310629068 · O'neil & Associates, Inc. PY 2024 · 401(k)
O'neil & Associates, Inc. Profit Sharing and Savings Plan · $17M · 189 · 68th
- IND $17M
- IND 189
- IND 68th
- IND 401(k)
- IND near Concrete Holding Company of Alabama, Inc. 401(k) Plan
- IND ind #1608
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 Information & Media retirement plans → · Plans in Ohio →
O'neil & Associates, Inc. Profit Sharing and Savings Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $1M |
| Employer EIN | 310629068 |
| Plan Effective Date | 1967-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (O'neil & Associates, Inc.)
Sponsor-wide plan assets over time
All O'neil & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 6.211529760342303% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 309 | $24M |
| 2023 | 2 | 302 | $28M |
| 2024 | 2 | 345 | $23M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Aerospace Retirement Savings Plan $14.7B · 45,620
- The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
- The Progressive 401(k) Plan $11.5B · 62,521
- The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
- Parker Retirement Savings Plan $9.0B · 26,315
O'neil & Associates, Inc. Profit Sharing and Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Concrete Holding Company of Alabama, Inc. 401(k) Plan in AL ($17M); by covered participants it is Prevailing Multiple Employer Plan in MD (189 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- Concrete Holding Company of Alabama, Inc. 401(k) Plan (AL) $17M · 351
- Jana Partners Management, LP (NY) $17M · 20
- Voltage Multipliers, Inc. 401(k) Plan (CA) $17M · 210
- H&s Family of Bakeries Union 401(k) Plan (MD) $17M · 954
Similar participant headcount
Nearest other-state filings by covered participants (189 participants); asset peers above are excluded.
- Prevailing Multiple Employer Plan (MD) 189 · 0 off
- Grapetree 401(k) Retirement Savings Plan (IA) 189 · 0 off
- Sherrill, Inc. 401(k) Profit Sharing Plan & Trust (NC) 189 · 0 off
- Alimed 401(k) Plan (MA) 189 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.