ESOP · DOL Form 5500 · 2023

Okee Industries, Inc. ESOP

Data updated 2026-08-11

$25M
Total assets
57
Participants
77th
Percentile by assets
$440,661
Avg per participant
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Official DOL plan name: Okee Industries, Inc. Employee Stock Ownership Plan · Sponsored by Okee Industries, Inc. · Connecticut · Wholesale Trade

$25M in assets, 57 participants

Okee Industries, Inc.'s Okee Industries, Inc. Employee Stock Ownership Plan reported $25M in total assets and 57 participants in its 2023 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.

  • 77th percentile by assets (of 127,072 plans)
  • #4,735 in Wholesale Trade (6,309 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, $25M for 57 participants (~$440,661/participant), up 25.7% in 2023.

$25M
total plan assets (2023 EOY)
57
covered participants
77th
percentile by assets (of 127,072 plans)
$440,661
avg assets per participant

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

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

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

$25,117,692 Top 23% higher than 77% of 127,068 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 2023

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Okee Industries, Inc. Employee Stock Ownership Plan reported net income rose from $1M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Okee Industries, Inc. Employee Stock Ownership Plan end-of-year assets rose from $20M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Okee Industries, Inc. Employee Stock Ownership Plan reported participants fell from 61 in the plan year 2022 filing to 57 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Connecticut
Industry
Wholesale Trade

Okee Industries, Inc. Employee Stock Ownership Plan vs the 2023 asset distribution

By assets, Okee Industries, Inc. Employee Stock Ownership Plan outranks 77% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$19M
Net Income$6M
Employer EIN060626884
Plan Effective Date1997-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Okee Industries, Inc.)

$18M$20M$22M$24M$26M 202220232024 $20M $20.2M ▲ +1.1%
Total plan assets by year, all Okee Industries, Inc. plans on file
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. 0200400600 0100200300400 Total assets ($M) Participants Okee Industries, Inc…, Total assets ($M): 25.117692 · Participants: 57Okee Industries, Inc…Mott Corporation Emp…, Total assets ($M): 360.458407 · Participants: 269Mott Corporation Emp…Sonalysts, Inc. Empl…, Total assets ($M): 125.286205 · Participants: 418Sonalysts, Inc. Empl…Bl Companies, Inc. E…, Total assets ($M): 113.226057 · Participants: 323Bl Companies, Inc. E…Eurpac Service, Inc.…, Total assets ($M): 96.349012 · Participants: 529Eurpac Service, Inc.…Twin Mro Employee St…, Total assets ($M): 82.993881 · Participants: 93Twin Mro Employee St…
Okee Industries, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Connecticut, assets vs. participants
Compare Okee Industries, Inc. Employee Stock Own… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

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

Frequently Asked Questions

How did Okee Industries, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Okee Industries, Inc. Employee Stock Ownership Plan grew sharply - up 25.7% during 2023, from $20M to $25M. Reported net income was $6M.
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 127,072 plans that reported assets for plan year 2023 (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 Peoples Services, Inc. Employee Stock Ownership Plan in OH ($25M, 441 participants).

Next read for Okee Industries, Inc. Employee Stock Own…

Scale reading

Ways to act on Okee Industries, Inc. Employee Stock Ownership Plan's numbers.

  • By total assets, Okee Industries, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Connecticut. Compare plans
  • Okee Industries, Inc.'s sponsor-wide assets have grown 1.1% since 2022 across 3 plan years on file. More Wholesale Trade plans

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 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.