ESOP · DOL Form 5500 · 2024
O'neal, Inc. ESOP
Data updated 2026-08-25
- N/A
- Total assets —
- 215
- Participants Below avg headcount
Official DOL plan name: O'neal, Inc. Employee Stock Ownership Plan and Trust · Sponsored by O'neal, Inc. · South Carolina · Professional & Technical Services
N/A in assets, 215 participants
O'neal, Inc.'s O'neal, Inc. Employee Stock Ownership Plan and Trust reported N/A in total assets and 215 participants in its 2024 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
O'neal, Inc. multi-year trail
O'neal, Inc.'s plans moved -25.6% in assets from 2022 to 2024; this filing shows O'neal, Inc. Employee Stock Ownership Plan and Trust at N/A / 215 participants.
- -$3K
- reported net income
The plan reported a net loss of $3K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
O'neal, Inc. Employee Stock Ownership Plan and Trust 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'neal, Inc. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (215 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- O'neal, Inc. Employee Stock Ownership Plan and Trust reported net income rose from -$10M in the plan year 2023 filing to -$3K in the plan year 2024 filing.
- O'neal, Inc. Employee Stock Ownership Plan and Trust reported participants fell from 226 in the plan year 2023 filing to 215 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 570619503 · O'neal, Inc. PY 2024 · ESOP
O'neal, Inc. Employee Stock Ownership Plan and Trust · N/A · 215
- EOY N/A
- EOY 215
- EOY PY 2024
- EOY ESOP
- EOY near Scientific Applications & Research Associates, Inc. Employee Stock Ownership Plan
- EOY -$3K
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 South Carolina →
O'neal, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All O'neal, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $37M 25.611269694472455% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 438 | $50M |
| 2023 | 2 | 450 | $45M |
| 2024 | 2 | 430 | $37M |
O'neal, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $3K |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$3K |
| Employer EIN | 570619503 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in South Carolina
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan $26M · 56
- Life Cycle Engineering, Inc. Employee Stock Ownership Plan $25M · 373
- Ngroup Employee Stock Ownership Plan $25M · 1,859
- Dwg, Inc. Consulting Engineers Employee Stock Ownership Plan $21M · 31
- Synergi Employee Stock Ownership Plan $17M · 286
O'neal, Inc. Employee Stock Ownership Plan and Trust's closest out-of-state ESOP peers by headcount
Outside South Carolina, the nearest ESOP by covered participants is Scientific Applications & Research Associates, Inc. Employee Stock Ownership Plan in CA (215 participants; this filing: 215 participants).
Similar participant headcount
Nearest other-state filings by covered participants (215 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.