ESOP · DOL Form 5500 · 2024
O Neil & Associates, Inc. ESOP
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 156
- Participants Small participant base
- 43rd
- Percentile by assets National rank
- $34,368
- Avg per participant Low balance/head
Official DOL plan name: O'neil & Associates, Inc. Employee Stock Ownership Plan · Sponsored by O Neil & Associates, Inc. · Ohio · Information & Media
$5M in assets, 156 participants
O Neil & Associates, Inc.'s O'neil & Associates, Inc. Employee Stock Ownership Plan reported $5M in total assets and 156 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.
- #768 in Information & Media (2,822 peers)
Coverage in Ohio
O'neil & Associates, Inc. Employee Stock Ownership Plan covers 156 participants in Ohio, about 20% of the average Ohio filer (state average ~765 per filing). Assets: $5M.
- #768
- in Information & Media (2,822 peers)
- -54.3%
- assets change YoY
The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
O'neil & Associates, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Information & Media and all filers
O'neil & Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,361,415 43rd percentile higher than 43% 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. 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 & Associates, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (156 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- O'neil & Associates, Inc. Employee Stock Ownership Plan reported net income fell from $1M in the plan year 2023 filing to -$6M in the plan year 2024 filing.
- O'neil & Associates, Inc. Employee Stock Ownership Plan end-of-year assets fell from $12M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- O'neil & Associates, Inc. Employee Stock Ownership Plan reported participants rose from 146 in the plan year 2023 filing to 156 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 310629068 · O Neil & Associates, Inc. PY 2024 · ESOP
O'neil & Associates, Inc. Employee Stock Ownership Plan · $5M · 156 · 43rd
- SCH $5M
- EBSA 156
- PART 43rd
- TYPE ESOP
- NET near Sun Light & Power Employee Stock Ownership Plan
- BOOK ind #768
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 →
O'neil & Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$6M |
| Employer EIN | 310629068 |
| Plan Effective Date | 2004-01-01 |
| 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 ESOP Plans in Ohio
Peer ESOP plans, same state, same plan type, ranked by total assets.
- 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
- Messer Inc. Employee Stock Ownership Plan $696M · 903
- Great Lakes Cheese Co., Inc. Employee Stock Ownership Plan $502M · 4,264
- Cleveland Steel Container Corporation Employee Stock Ownership Plan $485M · 415
O'neil & Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Ohio, the nearest ESOP by assets is Sun Light & Power Employee Stock Ownership Plan in CA ($5M); by covered participants it is Loureiro Engineering Associates, Inc. Employee Stock Ownership Plan in CT (156 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (156 participants); asset peers above are excluded.
- Loureiro Engineering Associates, Inc. Employee Stock Ownership Plan (CT) 156 · 0 off
- Tharanco Group, Inc. Employee Stock Ownership Plan (NY) 156 · 0 off
- E.W. James & Sons, Inc. Employee Profit Sharing & Stock Ownership Plan (TN) 156 · 0 off
- Teksouth Corporation Employee Stock Ownership Plan (AL) 156 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.