401(k) · DOL Form 5500 · 2024
O'neal, Inc. 401(k) Plan
Data updated 2026-08-25
- $37M
- Total assets Below avg plan size
- 215
- Participants Below avg headcount
- 80th
- Percentile by assets National rank
- $171,462
- Avg per participant Above avg balance/head
Official DOL plan name: O'neal, Inc. 401(k) Plan and Trust · Sponsored by O'neal, Inc. · South Carolina · Professional & Technical Services
$37M in assets, 215 participants
O'neal, Inc.'s O'neal, Inc. 401(k) Plan and Trust reported $37M in total assets and 215 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.
- #16,285 in Professional & Technical Services (20,173 peers)
Where O'neal, Inc. 401(k) Plan and Trust sits by assets
O'neal, Inc. 401(k) Plan and Trust sits in the top quartile of all filed plans by assets, $37M for 215 participants (~$171,462/participant), down 18.9% in 2024.
- #16,285
- in Professional & Technical Services (20,173 peers)
- -18.9%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
O'neal, Inc. 401(k) Plan and Trust's outsized position by total assets
O'neal, Inc. 401(k) Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$36,864,437 Top 20% higher than 80% 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'neal, Inc. 401(k) 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. 401(k) 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. 401(k) Plan and Trust reported net income fell from $6M in the plan year 2023 filing to -$9M in the plan year 2024 filing.
- O'neal, Inc. 401(k) Plan and Trust end-of-year assets fell from $45M in the plan year 2023 filing to $37M in the plan year 2024 filing.
- O'neal, Inc. 401(k) Plan and Trust reported participants fell from 224 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 · 401(k)
O'neal, Inc. 401(k) Plan and Trust · $37M · 215 · 80th
- EBSA $37M
- EBSA 215
- EBSA 80th
- EBSA 401(k)
- EBSA near Cerence Retirement Plan
- EBSA ind #16285
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 Professional & Technical Services retirement plans → · Plans in South Carolina →
O'neal, Inc. 401(k) Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $45M |
|---|---|
| Net Assets (End of Year) | $37M |
| Net Income | -$9M |
| Employer EIN | 570619503 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (O'neal, Inc.)
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 |
Nearby 401(k) Plans in South Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Michelin 401(k) Savings Plan $4.5B · 15,095
- The Savannah River Nuclear Solutions, LLC Defined Contribution Plan $2.8B · 9,296
- Sonoco Retirement & Savings Plan $1.7B · 11,813
- Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan $1.5B · 11,878
- The Milliken Retirement Plan $1.4B · 5,733
O'neal, Inc. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside South Carolina, the nearest 401(k) by assets is Cerence Retirement Plan in MA ($37M); by covered participants it is Systel Business Equipment Co., Inc. 401(k) Psp in NC (215 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($37M here).
- Cerence Retirement Plan (MA) $37M · 125
- Team Horner 401(k) Profit Sharing Plan (FL) $37M · 542
- Kelso Industries, LLC 401(k) Plan (UT) $37M · 1,643
- Boulder Associates, Inc. 401(k) Plan (CO) $37M · 217
Similar participant headcount
Nearest other-state filings by covered participants (215 participants); asset peers above are excluded.
- Systel Business Equipment Co., Inc. 401(k) Psp (NC) 215 · 0 off
- Caran Precision Eng. & Mfg. Corp. Retirement Savings Plan (CA) 215 · 0 off
- Slawson Companies, Inc. Tax Advantage Plan (KS) 215 · 0 off
- Keystone Technologies, LLC 401(k) Plan (PA) 215 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.