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
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
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, 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
| 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 EIN | 208100871 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Oklahoma
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Locke Supply Co. Employee Stock Ownership Plan $291M · 1,040
- International Chemical Company Employee Stock Ownership Plan $182M · 54
- Metro Builders Supply, Inc. Employee Stock Ownership Plan $154M · 1,249
- Bancfirst Corporation Employee Stock Ownership Plan $136M · 1,676
- Aberdeen Dynamics Supply, Inc. Employee Stock Ownership Plan $114M · 124
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($367K here).
Similar participant headcount
Nearest other-state filings by covered participants (31 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.