ESOP · DOL Form 5500 · 2023

Simple Holdings, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
86
Participants Small participant base
31st
Percentile by assets National rank
$24,789
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Simple Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Simple Holdings, Inc. · Oklahoma · Retail Trade

$2M in assets, 86 participants

Simple Holdings, Inc.'s Simple Holdings, Inc. Employee Stock Ownership Plan reported $2M in total assets and 86 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #3,636 in Retail Trade (8,414 peers)

Simple Holdings, Inc. multi-year trail

Simple Holdings, Inc.'s plans moved +91.1% in assets from 2023 to 2024; this filing shows Simple Holdings, Inc. Employee Stock Ownership Plan at $2M / 86 participants.

#3,636
in Retail Trade (8,414 peers)
$2M
reported net income

Simple Holdings, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

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

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

$2,131,871 31st percentile higher than 31% 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

Simple Holdings, 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. Simple Holdings, Inc. Employee Stock Ownership Plan is a small filing (86 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 932314542 · Simple Holdings, Inc. PY 2023 · ESOP

Simple Holdings, Inc. Employee Stock Ownership Plan · $2M · 86 · 31st

  • TYPE $2M
  • NET 86
  • BOOK 31st
  • VS-ST ESOP
  • BOY near Martineau Electric, Inc. Employee Stock Ownership Plan
  • SCH ind #3636

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 Oklahoma →

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

Simple Holdings, Inc. Employee Stock Ownership PlanSimple Holdings, Inc. Employ…$2MMartineau Electric, Inc. Employee Stock Ownership PlanMartineau Electric, Inc. Emp…$2MOldson's Plumbing, Heating & Air Conditioning, Inc. Employee Stock Ownership PlanOldson's Plumbing, Heating &…$2MChmwarnick, Inc. Employee Stock Ownership PlanChmwarnick, Inc. Employee St…$2ML & L Electronics, Inc. Employee Stock Ownership Plan and TrustL & L Electronics, Inc. Empl…$2M
End-of-year total assets ($M) among Simple Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Simple Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$4M 91.08947023530035% vs 2023
2024 filing year
$1M$2M$3M$4M$5M 20232024 $2.13M $4.07M ▲ +91.1%
Year Plans Participants Total Assets
2023 1 86 $2M
2024 1 72 $4M

Simple Holdings, Inc. filing trail (2023)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$2M
Net Income$2M
Employer EIN932314542
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Oklahoma

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

Simple Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -1000100200300400 Total assets ($M) Participants Simple Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 2.131871 · Participants: 86Simple Holdings, Inc. Employee Stock Ownership PlanLocke Supply Co. Employee Stock Ownership Plan, Total assets ($M): 310.564256 · Participants: 1300Locke Supply Co. Employee Stock Ownership PlanInternational Chemical Company Employee Stock Ownership Plan, Total assets ($M): 232.047343 · Participants: 62International Chemical Company Employee Stock Ownership PlanMetro Builders Supply, Inc. Employee Stock Ownership Plan, Total assets ($M): 155.427941 · Participants: 1305Metro Builders Supply, Inc. Employee Stock Ownership PlanBancfirst Corporation Employee Stock Ownership Plan, Total assets ($M): 147.218916 · Participants: 1631Bancfirst Corporation Employee Stock Ownership PlanAberdeen Dynamics Supply, Inc. Employee Stock Ownership Plan, Total assets ($M): 118.222563 · Participants: 132Aberdeen Dynamics Supply, Inc. Employee Stock Ownership Plan
Simple Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oklahoma, assets vs. participants
Compare Simple Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Oklahoma, the nearest ESOP by assets is Martineau Electric, Inc. Employee Stock Ownership Plan in NH ($2M); by covered participants it is Devita & Associates, Inc. Employee Stock Ownership Plan in SC (86 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (86 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 have Simple Holdings, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Simple Holdings, Inc.'s sponsor-wide assets grew 91.1%, from $2M to $4M.
Which ESOP plans are similar in size to Simple Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Martineau Electric, Inc. Employee Stock Ownership Plan in NH ($2M, 16 participants).
Which ESOP plans cover a similar participant headcount to Simple Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Devita & Associates, Inc. Employee Stock Ownership Plan in SC (86 participants, $2M 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 932314542.

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.