Department of Labor filing

O'NEIL INDUSTRIES, INC.

O'NEIL INDUSTRIES, INC. INCENTIVE SAVINGS PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Sep 19, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

66filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support

$4,051

Reported employer contributions per active participant.

Higher than about 71% of comparable plans

#People in the filing

498

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$208 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 55% of comparable plans

↗Investment performance

Not available

Plan assets changed 17.4%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202466out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions71st percentileTypical peer $2,706 · based on 577 comparable plans

Lower reported administrative expense55th percentileTypical peer $229 · based on 583 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, O'NEIL INDUSTRIES, INC. reported $2,017,152 in employer contributions across the plan and 498 active participants. That works out to $4,051 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy71%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 46.3%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 7.5%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context66/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $2,017,152
Participant contributions: $5,685,790
Other contributions: $689,738
Employer share of reported contributions: 26.2%
Beginning assets: $82,429,634
Ending assets: $96,782,506
Ending net assets: $96,782,506
Ending liabilities: $0
Total income: $19,770,515
Total expenses: $5,403,999
Administrative expenses: $131,009
Participant loans: $1,221,606

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$2,768

2023

$4,206

2024

$4,051

Plan-paid administrative expenses per participant

2022

$193

2023

$175

2024

$208

Active participants

2022

488

2023

451

2024

498

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$4,051	498	96.8M	20250919082637NAL0002803699001
2023	$4,206	451	82.4M	20240920162531NAL0004605027001
2022	$2,768	488	69.8M	20230907084336NAL0008583715001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 1.3%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 363156703-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Dec 26, 1946
Industry: Construction
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2G2J2K2T3D2F3H

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
FIDELITY INVESTMENTS INSTITUTIONAL	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20250919082637NAL0002803699001

Data sourceDOL Form 5500 bulk data ↗

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