ESOP · DOL Form 5500 · 2023
Oakdell Egg Farm Inc ESOP
Data updated 2026-08-11
- $13M
- Total assets
- 124
- Participants
- 64th
- Percentile by assets
- $105,711
- Avg per participant
Official DOL plan name: Oakdell Egg Farms Inc Employee Stock Ownership Plan · Sponsored by Oakdell Egg Farm Inc · Utah · Agriculture, Forestry & Fishing
$13M in assets, 124 participants
Oakdell Egg Farm Inc's Oakdell Egg Farms Inc Employee Stock Ownership Plan reported $13M in total assets and 124 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.
- 64th percentile by assets (of 127,072 plans)
- #910 in Agriculture, Forestry & Fishing (1,288 peers)
Coverage in Utah
Oakdell Egg Farms Inc Employee Stock Ownership Plan covers 124 participants in Utah, about 21% of the average Utah filer (state average ~592 per filing). Assets: $13M.
- $13M
- total plan assets (2023 EOY)
- 124
- covered participants
- 64th
- percentile by assets (of 127,072 plans)
- $105,711
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Oakdell Egg Farms Inc Employee Stock Ownership Plan reported net income rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Oakdell Egg Farms Inc Employee Stock Ownership Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
- Oakdell Egg Farms Inc Employee Stock Ownership Plan reported participants rose from 105 in the plan year 2022 filing to 124 in the plan year 2023 filing.
Participants vs Utah filers
In Utah, the average filing covers about 592 participants across 1,280 plans. Oakdell Egg Farms Inc Employee Stock Ownership Plan reports 124 participants - about 21% of that state average ($13M EOY assets).
Utah filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $2M |
| Employer EIN | 952649647 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Oakdell Egg Farm Inc)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 105 | $11M |
| 2023 | 1 | 124 | $13M |
| 2024 | 1 | 101 | $5M |
Nearby ESOP Plans in Utah
Peer ESOP plans, same state, same plan type, ranked by total assets.
Oakdell Egg Farms Inc Employee Stock Ownership Plan vs. nearby ESOP plans in Utah, assets vs. participants
- Whitaker Construction Co., Inc. Employee Stock Ownership Plan $121M · 697
- Jacobsen Construction Company, Inc. Employee Stock Ownership Plan $111M · 531
- Rocky Mountain Atv, Inc. Employee Stock Ownership Plan $104M · 501
- Fj Management Inc. Employee Stock Ownership Plan $103M · 30
- Central Milling Employee Stock Ownership Plan and Trust $45M · 111
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Oakdell Egg Farms Inc Employee Stock Ownership Plan by total assets, not by location.
- Employees Stock Ownership Plan of Emory Wilson Process, Inc. (SC) $13M · 57
- Bcp Securities, Inc. Employee Stock Ownership Plan (CT) $13M · 41
- Scherer Bros. Lumber Co. Employee Stock Ownership Plan (MN) $13M · 172
- Lbf Enterprises, Dba Powermatic Associates, Inc. Employee Stock Ownership Plan (CA) $13M · 86
Frequently Asked Questions
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Filing takeaways
Ways to act on Oakdell Egg Farms Inc Employee Stock Ownership Plan's numbers.
- By total assets, Oakdell Egg Farms Inc Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Utah. Compare plans
- Oakdell Egg Farm Inc's sponsor-wide assets have declined 50.6% since 2022 across 3 plan years on file. More Agriculture, Forestry & Fishing plans