ESOP · DOL Form 5500 · 2023

Okee Industries, Inc. ESOP

Data updated 2026-08-25

$25M
Total assets Below avg plan size
57
Participants Small participant base
77th
Percentile by assets National rank
$440,661
Avg per participant High balance/head
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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.

  • #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.

#4,735
in Wholesale Trade (6,309 peers)
+25.7%
assets growth YoY
0.3×
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 2023 · DOL Form 5500

$25,117,692 Top 23% higher than 77% 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

Okee Industries, 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. Okee Industries, Inc. Employee Stock Ownership Plan is a small filing (57 participants) on this national headcount ladder.

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 →

Form 5500 schedule snapshot

Filing strip 060626884 · Okee Industries, Inc. PY 2023 · ESOP

Okee Industries, Inc. Employee Stock Ownership Plan · $25M · 57 · 77th

  • SCH $25M
  • EBSA 57
  • PART 77th
  • TYPE ESOP
  • NET near Peoples Services, Inc. Employee Stock Ownership Plan
  • BOOK ind #4735

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

Excel Machinery Employee Stock Ownership PlanExcel Machinery Employee Sto…$25MMystic Stamp Company Inc. Employee Stock Ownership PlanMystic Stamp Company Inc. Em…$25MPeoples Services, Inc. Employee Stock Ownership PlanPeoples Services, Inc. Emplo…$25MElectrotech Service Equipment Corporation Employee Stock Ownership PlanElectrotech Service Equipmen…$25MOkee Industries, Inc. Employee Stock Ownership PlanOkee Industries, Inc. Employ…$25M
End-of-year total assets ($M) among Okee Industries, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

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.)

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. 0200400600 0100200300400 Total assets ($M) Participants Okee Industries, Inc. Employee Stock Ownership Plan, Total assets ($M): 25.117692 · Participants: 57Okee Industries, Inc. Employee Stock Ownership PlanMott Corporation Employee Stock Ownership Plan, Total assets ($M): 360.458407 · Participants: 269Mott Corporation Employee Stock Ownership PlanSonalysts, Inc. Employee Stock Ownership Plan, Total assets ($M): 125.286205 · Participants: 418Sonalysts, Inc. Employee Stock Ownership PlanBl Companies, Inc. Employee Stock Ownership Plan, Total assets ($M): 113.226057 · Participants: 323Bl Companies, Inc. Employee Stock Ownership PlanEurpac Service, Inc. Employee Stock Ownership Plan, Total assets ($M): 96.349012 · Participants: 529Eurpac Service, Inc. Employee Stock Ownership PlanTwin Mro Employee Stock Ownership Plan, Total assets ($M): 82.993881 · Participants: 93Twin 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 Peoples Services, Inc. Employee Stock Ownership Plan in OH ($25M); by covered participants it is R-S-H Engineering, Inc. Employee Stock Ownership Plan in LA (57 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (57 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 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).
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 R-S-H Engineering, Inc. Employee Stock Ownership Plan in LA (57 participants, $10M 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 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.