ESOP · DOL Form 5500 · 2022

Oobe Holdings, Inc. ESOP

Data updated 2026-08-25

$13M
Total assets Small plan by assets
34
Participants Small participant base
70th
Percentile by assets National rank
$376,235
Avg per participant High balance/head
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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.

  • #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.

#7,640
in Retail Trade (9,519 peers)
+12.4%
assets growth YoY

Oobe Holdings, Inc. Employee Stock Ownership Plan's outsized position 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 $2,050,000,000 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

Oobe Holdings, 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. Oobe Holdings, Inc. Employee Stock Ownership Plan is a small filing (34 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 461275591 · Oobe Holdings, Inc. PY 2022 · ESOP

Oobe Holdings, Inc. Employee Stock Ownership Plan · $13M · 34 · 70th

  • PCT $13M
  • PCT 34
  • PCT 70th
  • PCT ESOP
  • PCT near Scherer Bros. Lumber Co. Employee Stock Ownership Plan
  • PCT ind #7640

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 South Carolina →

Oobe Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Scherer Bros. Lumber Co. Employee Stock Ownership PlanScherer Bros. Lumber Co. Emp…$13MOobe Holdings, Inc. Employee Stock Ownership PlanOobe Holdings, Inc. Employee…$13MMinnesota Ag Group, Inc. Employee Stock Ownership PlanMinnesota Ag Group, Inc. Emp…$13MThe Levy Company, Inc. Employee Stock Ownership PlanThe Levy Company, Inc. Emplo…$13MEggelhof, Inc. Employees' Stock Ownership PlanEggelhof, Inc. Employees' St…$13M
End-of-year total assets ($M) among Oobe Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Oobe Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Oobe Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 87.47322545340838% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $12.8M $1.6M ▼ -87.5%
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 Scatter plot of 6 data points. 0100200300400500 1020304050 Total assets ($M) Participants Oobe Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 12.792 · Participants: 34Oobe Holdings, Inc. Employee Stock Ownership PlanBonitz, Inc. Employee Stock Ownership Plan, Total assets ($M): 47.562592 · Participants: 397Bonitz, Inc. Employee Stock Ownership PlanAl's Liquor Store Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 20.970729 · Participants: 40Al's Liquor Store Holdings, Inc. Employee Stock Ownership PlanSynergi Employee Stock Ownership Plan, Total assets ($M): 15.319 · Participants: 242Synergi Employee Stock Ownership PlanEmployees Stock Ownership Plan of Emory Wilson Process, Inc., Total assets ($M): 13.911741 · Participants: 53Employees Stock Ownership Plan of Emory Wilson Process, Inc.Life Cycle Engineering, Inc. Employee Stock Ownership Plan, Total assets ($M): 12.494326 · Participants: 398Life Cycle Engineering, Inc. Employee Stock Ownership Plan
Oobe Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in South Carolina, assets vs. participants
Compare Oobe Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside South Carolina, the nearest ESOP by assets is Scherer Bros. Lumber Co. Employee Stock Ownership Plan in MN ($13M); by covered participants it is Employee Stock Ownership Plan for Employees of Asel Art Supply Inc. in TX (34 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (34 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 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).
Which ESOP plans cover a similar participant headcount to Oobe Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Employee Stock Ownership Plan for Employees of Asel Art Supply Inc. in TX (34 participants, $892K 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 461275591.

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.