Plan5500

O'Neil Industries, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, O'Neil Industries, Inc. (EIN 36-3156703) is a plan sponsor located in Chicago, IL with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
36-3156703
Location
Chicago, IL
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for O'Neil Industries, Inc.

  • 3 loaded plans hold $142.9M in reported assets.
  • The largest, O'Neil Industries, Inc. Incentive Savings Plan, holds 58% of this company's reported plan assets.
  • Plans cover 1,256 reported participants.
  • 2 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$135.8MSummed across loaded plans$135,841,982
Total reported assets$142.9M$142,883,932
Total reported participants1.3K1,256
Total reported liabilities$7M$7,041,950

Reported net position

Reported assets = net assets + liabilities (summed)$142.9M total assets
Net assets$135.8MLiabilities$7M
Contributions & income
Employer contributions$4.4M
Participant contributions$5.4M
Total income / additions$30.7M
Expenses & distributions
Benefits paid / distributions$9.5M
Total expenses$9.7M
Net increase / (decrease)$20.9M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets58%O'Neil Industries, Inc. Incentive Savings Plan
Participants per plan419Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    O'Neil Industries, Inc. Incentive Savings Plan$82.4M
    Plan #001 · 656 participants · 2023
  2. 2
    O'Neil Industries, Inc. Employee Stock Ownership Plan$60.5M
    Plan #002 · 438 participants · 2023
  3. 3
    O'Neil Industries, Inc. Welfare Benefit Plannot reported in the loaded dataset
    Plan #501 · 162 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for O'Neil Industries, Inc.. Open one for its full reported snapshot.

  1. 2023
    O'Neil Industries, Inc. Welfare Benefit Plan162 participants · 2No schedules
    View filing →
  2. 2023
    O'Neil Industries, Inc. Employee Stock Ownership Plan438 participants · 2Sch H
    View filing →
  3. 2023
    O'Neil Industries, Inc. Incentive Savings Plan656 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does O'Neil Industries, Inc. report on Form 5500?
O'Neil Industries, Inc. (EIN 36-3156703) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for O'Neil Industries, Inc.?
The Employer Identification Number (EIN) reported for O'Neil Industries, Inc. is 36-3156703.
What is the latest Form 5500 filing year for O'Neil Industries, Inc.?
The latest loaded Form 5500 filing year for O'Neil Industries, Inc. is 2023.

Related Form 5500 pages