ESOP · DOL Form 5500 · 2022

Oobe Holdings, Inc. ESOP

Data updated 2026-08-11

$13M
Total assets
34
Participants
70th
Percentile by assets
$376,235
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Oobe Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Oobe Holdings, Inc. · South Carolina · Retail Trade

$13M in assets, 34 participants

Oobe Holdings, Inc.'s Oobe Holdings, Inc. Employee Stock Ownership Plan reported $13M in total assets and 34 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.

  • 70th percentile by assets (of 139,126 plans)
  • #7,640 in Retail Trade (9,519 peers)

Oobe Holdings, Inc. multi-year trail

Oobe Holdings, Inc.'s plans moved -87.5% in assets from 2022 to 2024; this filing shows Oobe Holdings, Inc. Employee Stock Ownership Plan at $13M / 34 participants.

$13M
total plan assets (2022 EOY)
34
covered participants
70th
percentile by assets (of 139,126 plans)
$376,235
avg assets per participant

Where Oobe Holdings, Inc. Employee Stock Ownership Plan sits by total assets

Oobe Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$12,792,000 Top 30% higher than 70% of 139,123 filed plans

This plan $0 $2,010,000,000 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

Industry

Oobe Holdings, Inc. across 3 plan years on file

Across the 3 plan years Oobe Holdings, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $13M to $2M, a decline of 87.5%, while reported participants moved from 34 to 39 (+14.7%). Peak year by sponsor assets: 2022 ($13M); trough: 2024 ($2M).

Oobe Holdings, Inc. multi-year asset trail

$0M$5M$10M$15M 202220232024 $12.8M $1.6M ▼ -87.5%
Total plan assets by year, all Oobe Holdings, Inc. plans on file
Year Plans Participants Total Assets
2022 1 34 $13M
2023 1 39 $10M
2024 1 39 $2M

Oobe Holdings, Inc. filing trail (2022)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)-$6M
Net Income$2M
Employer EIN461275591
Plan Effective Date2020-10-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in South Carolina

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

Oobe Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in South Carolina, assets vs. participants

Oobe Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in South Carolina, assets vs. participants Scatter plot of 6 data points. 0100200300400500 1020304050 Total assets ($M) Participants Oobe Holdings, Inc. …Bonitz, Inc. Employe…Al's Liquor Store Ho…Synergi Employee Sto…Employees Stock Owne…Life Cycle Engineeri…
Oobe Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in South Carolina, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Oobe Holdings, Inc. Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Oobe Holdings, Inc. Employee Stock Ownership Plan assets move in 2022?
Oobe Holdings, Inc. Employee Stock Ownership Plan grew at a solid clip - up 12.4% during 2022, from $11M to $13M. Reported net income was $2M.
How have Oobe Holdings, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Oobe Holdings, Inc.'s sponsor-wide assets declined 87.5%, from $13M to $2M.
Which ESOP plans are similar in size to Oobe Holdings, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Scherer Bros. Lumber Co. Employee Stock Ownership Plan in MN ($13M, 230 participants).

Next read for Oobe Holdings, Inc. Employee Stock Owner…

Multi-year trail

Ways to act on Oobe Holdings, Inc. Employee Stock Ownership Plan's numbers.

  • By total assets, Oobe Holdings, Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in South Carolina. Compare plans
  • Oobe Holdings, Inc.'s sponsor-wide assets have declined 87.5% since 2022 across 3 plan years on file. More Retail Trade plans