ESOP · DOL Form 5500 · 2022

Okee Industries, Inc. ESOP

Data updated 2026-08-25

$20M
Total assets Small plan by assets
61
Participants Small participant base
77th
Percentile by assets National rank
$327,509
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Okee Industries, Inc. Employee Stock Ownership Plan · Sponsored by Okee Industries, Inc. · Connecticut · Wholesale Trade

$20M in assets, 61 participants

Okee Industries, Inc.'s Okee Industries, Inc. Employee Stock Ownership Plan reported $20M in total assets and 61 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #5,115 in Wholesale Trade (6,843 peers)

Where Okee Industries, Inc. Employee Stock Ownership Plan sits by assets

Okee Industries, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $20M for 61 participants (~$327,509/participant), up 3.6% in 2022.

#5,115
in Wholesale Trade (6,843 peers)
+3.6%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Okee Industries, Inc. Employee Stock Ownership Plan's outsized position by total assets

Okee Industries, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$19,978,067 Top 23% higher than 77% 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

Okee Industries, Inc. Employee 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. Okee Industries, Inc. Employee Stock Ownership Plan is a small filing (61 participants) on this national headcount ladder.

DOL schedule card

Filing strip 060626884 · Okee Industries, Inc. PY 2022 · ESOP

Okee Industries, Inc. Employee Stock Ownership Plan · $20M · 61 · 77th

  • SCH $20M
  • SCH 61
  • SCH 77th
  • SCH ESOP
  • SCH near Wenthe-Davidson Engineering Co. Employee Stock Ownership Plan
  • SCH ind #5115

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 Connecticut →

Okee Industries, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Rei Systems, Inc. Employee Stock Ownership PlanRei Systems, Inc. Employee S…$20MOkee Industries, Inc. Employee Stock Ownership PlanOkee Industries, Inc. Employ…$20MWenthe-Davidson Engineering Co. Employee Stock Ownership PlanWenthe-Davidson Engineering …$20MJ. B. Steel Employee Stock Ownership PlanJ. B. Steel Employee Stock O…$20MAbm Holdings, Inc. ESOP$20M
End-of-year total assets ($M) among Okee Industries, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$13M
Net Income$1M
Employer EIN060626884
Plan Effective Date1997-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Okee Industries, Inc.)

Sponsor-wide plan assets over time

All Okee Industries, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 1.1205388389176991% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $20M $20.2M ▲ +1.1%
Year Plans Participants Total Assets
2022 1 61 $20M
2023 1 57 $25M
2024 1 50 $20M

Nearby ESOP Plans in Connecticut

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

Okee Industries, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Connecticut, assets vs. participants Scatter plot of 6 data points. 0100200300400500600 0100200300400 Total assets ($M) Participants Okee Industries, Inc. Employee Stock Ownership Plan, Total assets ($M): 19.978067 · Participants: 61Okee Industries, Inc. Employee Stock Ownership PlanMott Corporation Employee Stock Ownership Plan, Total assets ($M): 367.564048 · Participants: 212Mott Corporation Employee Stock Ownership PlanSonalysts, Inc. Employee Stock Ownership Plan, Total assets ($M): 118.429241 · Participants: 410Sonalysts, Inc. Employee Stock Ownership PlanBl Companies, Inc. Employee Stock Ownership Plan, Total assets ($M): 94.746005 · Participants: 305Bl Companies, Inc. Employee Stock Ownership PlanEurpac Service, Inc. Employee Stock Ownership Plan, Total assets ($M): 88.269386 · Participants: 502Eurpac Service, Inc. Employee Stock Ownership PlanTwin Mro Employee Stock Ownership Plan, Total assets ($M): 50.402373 · Participants: 89Twin Mro Employee Stock Ownership Plan
Okee Industries, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Connecticut, assets vs. participants
Compare Okee Industries, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Connecticut, the nearest ESOP by assets is Wenthe-Davidson Engineering Co. Employee Stock Ownership Plan in WI ($20M); by covered participants it is Minn-Dak, Co. Employee Stock Ownership Plan in ND (61 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (61 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.

Frequently Asked Questions

How did Okee Industries, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Okee Industries, Inc. Employee Stock Ownership Plan edged up modestly - up 3.6% during 2022, from $19M to $20M. Reported net income was $1M.
How have Okee Industries, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Okee Industries, Inc.'s sponsor-wide assets grew 1.1%, from $20M to $20M.
Where does Okee Industries, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Okee Industries, Inc. Employee Stock Ownership Plan ranks in the 77th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Okee Industries, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Wenthe-Davidson Engineering Co. Employee Stock Ownership Plan in WI ($20M, 237 participants).
Which ESOP plans cover a similar participant headcount to Okee Industries, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Minn-Dak, Co. Employee Stock Ownership Plan in ND (61 participants, $21M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 060626884.

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.