ESOP · DOL Form 5500 · 2023

Oasys, Inc. ESOP

Data updated 2026-08-25

$19M
Total assets Small plan by assets
88
Participants Small participant base
71st
Percentile by assets National rank
$211,526
Avg per participant Above avg balance/head
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Official DOL plan name: Oasys, Inc. Employee Stock Ownership Plan · Sponsored by Oasys, Inc. · Alabama · Information & Media

$19M in assets, 88 participants

Oasys, Inc.'s Oasys, Inc. Employee Stock Ownership Plan reported $19M in total assets and 88 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #1,725 in Information & Media (2,818 peers)

Oasys, Inc. multi-year trail

Oasys, Inc.'s plans moved +41.8% in assets from 2022 to 2024; this filing shows Oasys, Inc. Employee Stock Ownership Plan at $19M / 88 participants.

#1,725
in Information & Media (2,818 peers)
+29.5%
assets growth YoY

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

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

End-of-year total assets · plan year 2023 · DOL Form 5500

$18,614,289 Top 29% higher than 71% of 127,068 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 2023

Oasys, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oasys, Inc. Employee Stock Ownership Plan is a small filing (88 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oasys, Inc. Employee Stock Ownership Plan end-of-year assets rose from $14M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Oasys, Inc. Employee Stock Ownership Plan reported net income fell from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Oasys, Inc. Employee Stock Ownership Plan reported participants fell from 93 in the plan year 2022 filing to 88 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 273847584 · Oasys, Inc. PY 2023 · ESOP

Oasys, Inc. Employee Stock Ownership Plan · $19M · 88 · 71st

  • RANK $19M
  • RANK 88
  • RANK 71st
  • RANK ESOP
  • RANK near Life-Assist, Inc. Employee Stock Ownership Plan
  • RANK ind #1725

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 Alabama →

Oasys, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Minnesota Ag Group, Inc. Employee Stock Ownership PlanMinnesota Ag Group, Inc. Emp…$19MUnited Forming, Inc. Employee Stock Ownership PlanUnited Forming, Inc. Employe…$19MOasys, Inc. Employee Stock Ownership PlanOasys, Inc. Employee Stock O…$19MLife-Assist, Inc. Employee Stock Ownership PlanLife-Assist, Inc. Employee S…$19MSchwartz & Co. Enterprises, Ltd Employee Stock Ownership PlanSchwartz & Co. Enterprises, …$19M
End-of-year total assets ($M) among Oasys, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Oasys, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Oasys, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$32M 41.79067421916138% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $22.3M $31.6M ▲ +41.8%
Year Plans Participants Total Assets
2022 2 227 $22M
2023 2 206 $27M
2024 2 237 $32M

Oasys, Inc. filing trail (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)-$476K
Net Income$5M
Employer EIN273847584
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Alabama

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

Oasys, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Alabama, assets vs. participants Scatter plot of 6 data points. 050010001500 -1000100200300400500 Total assets ($M) Participants Oasys, Inc. Employee Stock Ownership Plan, Total assets ($M): 18.614289 · Participants: 88Oasys, Inc. Employee Stock Ownership PlanStarfish Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 470.48798 · Participants: 1360Starfish Holdings, Inc. Employee Stock Ownership PlanInline Electric Employee Stock Ownership Plan, Total assets ($M): 196.496733 · Participants: 287Inline Electric Employee Stock Ownership PlanRadiance Technologies, Inc. Employee Stock Ownership Plan, Total assets ($M): 168.105591 · Participants: 874Radiance Technologies, Inc. Employee Stock Ownership PlanSignature Homes Employee Stock Ownership Plan, Total assets ($M): 167.814551 · Participants: 123Signature Homes Employee Stock Ownership PlanEmployee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Sub, Total assets ($M): 126.850762 · Participants: 909Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Sub
Oasys, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Alabama, assets vs. participants
Compare Oasys, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Alabama, the nearest ESOP by assets is Life-Assist, Inc. Employee Stock Ownership Plan in CA ($19M); by covered participants it is Scheduling Institute, Inc. Employee Stock Ownership Plan in GA (88 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (88 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Oasys, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Oasys, Inc. Employee Stock Ownership Plan grew sharply - up 29.5% during 2023, from $14M to $19M. Reported net income was $5M.
How have Oasys, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oasys, Inc.'s sponsor-wide assets grew 41.8%, from $22M to $32M.
Which ESOP plans are similar in size to Oasys, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Life-Assist, Inc. Employee Stock Ownership Plan in CA ($19M, 104 participants).
Which ESOP plans cover a similar participant headcount to Oasys, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Scheduling Institute, Inc. Employee Stock Ownership Plan in GA (88 participants, $925K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 273847584.

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.