ESOP · DOL Form 5500 · 2024

Omico, Inc. ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
43
Participants Small participant base
51st
Percentile by assets National rank
$188,578
Avg per participant Above avg balance/head
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Official DOL plan name: Omico, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Omico, Inc. · Kentucky · Manufacturing

$8M in assets, 43 participants

Omico, Inc.'s Omico, Inc. Employee Stock Ownership Plan and Trust reported $8M in total assets and 43 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.

  • #6,375 in Manufacturing (17,777 peers)

What the 2024 filing shows

Omico, Inc. Employee Stock Ownership Plan and Trust holds $8M for 43 participants - about $188,578 per participant, above the median plan by assets.

#6,375
in Manufacturing (17,777 peers)
-5.8%
assets change YoY

The plan reported a net loss of $270K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Omico, Inc. Employee Stock Ownership Plan and Trust's mid-pack asset rank among Manufacturing and all filers

Omico, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$8,108,864 Top 49% higher than 51% 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

Omico, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Omico, Inc. Employee Stock Ownership Plan and Trust is a small filing (43 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Omico, Inc. Employee Stock Ownership Plan and Trust reported net income fell from $1M in the plan year 2023 filing to -$270K in the plan year 2024 filing.
  • Omico, Inc. Employee Stock Ownership Plan and Trust end-of-year assets fell from $9M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Omico, Inc. Employee Stock Ownership Plan and Trust reported participants fell from 44 in the plan year 2023 filing to 43 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 610648033 · Omico, Inc. PY 2024 · ESOP

Omico, Inc. Employee Stock Ownership Plan and Trust · $8M · 43 · 51st

  • EIN $8M
  • RANK 43
  • PHOTO 51st
  • IND ESOP
  • EOY near Cleaves-Bessmer-Marietti, Inc. Employee Stock Ownership Plan
  • 5500 ind #6375

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 Kentucky →

Omico, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Eki Environment & Water, Inc. Employee Stock Ownership PlanEki Environment & Water, Inc…$8MOmico, Inc. Employee Stock Ownership Plan and TrustOmico, Inc. Employee Stock O…$8MCleaves-Bessmer-Marietti, Inc. Employee Stock Ownership PlanCleaves-Bessmer-Marietti, In…$8MRoyal Brass & Hose Employee Stock Ownership PlanRoyal Brass & Hose Employee …$8MLimno-Tech, Inc. Employee Stock Ownership PlanLimno-Tech, Inc. Employee St…$8M
End-of-year total assets ($M) among Omico, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$4M
Net Income-$270K
Employer EIN610648033
Plan Effective Date2001-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Omico, Inc.)

Sponsor-wide plan assets over time

All Omico, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 5.873678792750854% vs 2022
2024 filing year
$7.5M$8M$8.5M$9M 202220232024 $7.66M $8.11M ▲ +5.9%
Year Plans Participants Total Assets
2022 1 46 $8M
2023 1 44 $9M
2024 1 43 $8M

Nearby ESOP Plans in Kentucky

Peer ESOP plans, same state, same plan type, ranked by total assets.

Omico, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -10123 Total assets ($B) Participants Omico, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.008108864 · Participants: 43Omico, Inc. Employee Stock Ownership Plan and TrustHouchens Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.640129838 · Participants: 7785Houchens Industries, Inc. Employee Stock Ownership PlanGray, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.177392403 · Participants: 1534Gray, Inc. Employee Stock Ownership PlanStock Yards Bank & Trust Company 401(k) and Employee Stock Ownership Plan, Total assets ($B): 0.167312413 · Participants: 1107Stock Yards Bank & Trust Company 401(k) and Employee Stock Ownership PlanInterstate Personnel Services, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.122999859 · Participants: 834Interstate Personnel Services, Inc. Employee Stock Ownership PlanH & R Agri-Power Employee Stock Ownership Plan, Total assets ($B): 0.111162082 · Participants: 522H & R Agri-Power Employee Stock Ownership Plan
Omico, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Kentucky, assets vs. participants
Compare Omico, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Omico, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Kentucky, the nearest ESOP by assets is Cleaves-Bessmer-Marietti, Inc. Employee Stock Ownership Plan in MO ($8M); by covered participants it is Zsi Employee Stock Ownership Plan in WI (43 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (43 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 Omico, Inc. Employee Stock Ownership Plan and Trust assets move in 2024? ▼
Omico, Inc. Employee Stock Ownership Plan and Trust pulled back noticeably - down 5.8% during 2024, from $9M to $8M. Reported net income was -$270K.
How have Omico, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Omico, Inc.'s sponsor-wide assets grew 5.9%, from $8M to $8M.
Which ESOP plans are similar in size to Omico, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Cleaves-Bessmer-Marietti, Inc. Employee Stock Ownership Plan in MO ($8M, 35 participants).
Which ESOP plans cover a similar participant headcount to Omico, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Zsi Employee Stock Ownership Plan in WI (43 participants, $4M 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 610648033.

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.