ESOP · DOL Form 5500 · 2022

Ofi, Inc. ESOP

Data updated 2026-08-25

$367K
Total assets Small plan by assets
31
Participants Small participant base
15th
Percentile by assets National rank
$11,849
Avg per participant Low balance/head
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Official DOL plan name: Ofi Employees Stock Ownership Plan · Sponsored by Ofi, Inc. · Oklahoma · Manufacturing

$367K in assets, 31 participants

Ofi, Inc.'s Ofi Employees Stock Ownership Plan reported $367K in total assets and 31 participants in its 2022 DOL Form 5500 filing, ranking in the 15th 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.

  • #1,300 in Manufacturing (20,602 peers)

2022 asset change

Ofi Employees Stock Ownership Plan contracted severely 38.7% in 2022 ($599K → $367K) for 31 participants.

#1,300
in Manufacturing (20,602 peers)
-38.7%
assets change YoY

The plan reported a net loss of $232K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ofi Employees Stock Ownership Plan among the smaller filed plans by assets

Ofi Employees Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$367,330 15th percentile higher than 15% of 139,123 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 2022

Ofi Employees Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ofi Employees Stock Ownership Plan is a small filing (31 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 208100871 · Ofi, Inc. PY 2022 · ESOP

Ofi Employees Stock Ownership Plan · $367K · 31 · 15th

  • EIN $367K
  • RANK 31
  • PHOTO 15th
  • IND ESOP
  • EOY near W.T. Quinn, Inc. Employee Stock Ownership Plan
  • 5500 ind #1300

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 Oklahoma →

Ofi Employees Stock Ownership Plan in the asset neighbourhood

Ofi Employees Stock Ownership PlanOfi Employees Stock Ownershi…$367KW.T. Quinn, Inc. Employee Stock Ownership PlanW.T. Quinn, Inc. Employee St…$368KVitec, Inc. Employee Stock Ownership Plan and TrustVitec, Inc. Employee Stock O…$366KNew American Embroidery, Inc. Employee Stock Ownership PlanNew American Embroidery, Inc…$370KBishop Equipment Company, Inc Employee Stock Ownership PlanBishop Equipment Company, In…$365K
End-of-year total assets ($M) among Ofi Employees Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Ofi, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Ofi, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$0.2M$0.4M$0.6M$0.8M 202220232024 $0.37M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 31 $367K
2023 1 N/A $719K
2024 1 N/A N/A

2022 asset-move particulars

Total Assets (Beginning of Year)$599K
Net Assets (End of Year)$367K
Net Income-$232K
Employer EIN208100871
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Oklahoma

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

Ofi Employees Stock Ownership Plan vs. nearby ESOP plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -1000100200300400 Total assets ($M) Participants Ofi Employees Stock Ownership Plan, Total assets ($M): 0.36733 · Participants: 31Ofi Employees Stock Ownership PlanLocke Supply Co. Employee Stock Ownership Plan, Total assets ($M): 291.322334 · Participants: 1040Locke Supply Co. Employee Stock Ownership PlanInternational Chemical Company Employee Stock Ownership Plan, Total assets ($M): 182.341963 · Participants: 54International Chemical Company Employee Stock Ownership PlanMetro Builders Supply, Inc. Employee Stock Ownership Plan, Total assets ($M): 154.102941 · Participants: 1249Metro Builders Supply, Inc. Employee Stock Ownership PlanBancfirst Corporation Employee Stock Ownership Plan, Total assets ($M): 135.954713 · Participants: 1676Bancfirst Corporation Employee Stock Ownership PlanAberdeen Dynamics Supply, Inc. Employee Stock Ownership Plan, Total assets ($M): 113.864596 · Participants: 124Aberdeen Dynamics Supply, Inc. Employee Stock Ownership Plan
Ofi Employees Stock Ownership Plan vs. nearby ESOP plans in Oklahoma, assets vs. participants

Ofi Employees Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Oklahoma, the nearest ESOP by assets is W.T. Quinn, Inc. Employee Stock Ownership Plan in NJ ($368K); by covered participants it is Econocorp, Inc. Employee Stock Ownership Plan in MA (31 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ofi Employees Stock Ownership Plan assets move in 2022?
Ofi Employees Stock Ownership Plan contracted severely - down 38.7% during 2022, from $599K to $367K. Reported net income was -$232K.
Where does Ofi Employees Stock Ownership Plan rank by assets among Form 5500 filers?
Ofi Employees Stock Ownership Plan ranks in the 15th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Ofi Employees Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is W.T. Quinn, Inc. Employee Stock Ownership Plan in NJ ($368K, 16 participants).
Which ESOP plans cover a similar participant headcount to Ofi Employees Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Econocorp, Inc. Employee Stock Ownership Plan in MA (31 participants, $264K in assets).