ESOP · DOL Form 5500 · 2023

Oakdell Egg Farm Inc ESOP

Data updated 2026-08-25

$13M
Total assets Small plan by assets
124
Participants Small participant base
64th
Percentile by assets National rank
$105,711
Avg per participant Below avg balance/head
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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.

  • #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.

#910
in Agriculture, Forestry & Fishing (1,288 peers)
+19.0%
assets growth YoY

Oakdell Egg Farms Inc Employee Stock Ownership Plan's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

Oakdell Egg Farms Inc Employee Stock Ownership Plan vs every filed plan by assets

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

$13,108,189 Top 36% higher than 64% 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

Oakdell Egg Farms Inc Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oakdell Egg Farms Inc Employee Stock Ownership Plan sits mid-pack in the medium band (124 participants).

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.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 952649647 · Oakdell Egg Farm Inc PY 2023 · ESOP

Oakdell Egg Farms Inc Employee Stock Ownership Plan · $13M · 124 · 64th

  • PCT $13M
  • PCT 124
  • PCT 64th
  • PCT ESOP
  • PCT near Employees Stock Ownership Plan of Emory Wilson Process, Inc.
  • PCT ind #910

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 Utah →

Oakdell Egg Farms Inc Employee Stock Ownership Plan in the asset neighbourhood

Oakdell Egg Farms Inc Employee Stock Ownership PlanOakdell Egg Farms Inc Employ…$13MEmployees Stock Ownership Plan of Emory Wilson Process, Inc.Employees Stock Ownership Pl…$13MBcp Securities, Inc. Employee Stock Ownership PlanBcp Securities, Inc. Employe…$13MScherer Bros. Lumber Co. Employee Stock Ownership PlanScherer Bros. Lumber Co. Emp…$13MLbf Enterprises, Dba Powermatic Associates, Inc. Employee Stock Ownership PlanLbf Enterprises, Dba Powerma…$13M
End-of-year total assets ($M) among Oakdell Egg Farms Inc Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Utah filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN952649647
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oakdell Egg Farm Inc)

Sponsor-wide plan assets over time

All Oakdell Egg Farm Inc plans reported in each filing year

Latest sponsor-wide plan assets
$5M 50.63718077960804% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $11M $5.44M ▼ -50.6%
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 Scatter plot of 6 data points. -2000200400600800 050100150 Total assets ($M) Participants Oakdell Egg Farms Inc Employee Stock Ownership Plan, Total assets ($M): 13.108189 · Participants: 124Oakdell Egg Farms Inc Employee Stock Ownership PlanWhitaker Construction Co., Inc. Employee Stock Ownership Plan, Total assets ($M): 121.038272 · Participants: 697Whitaker Construction Co., Inc. Employee Stock Ownership PlanJacobsen Construction Company, Inc. Employee Stock Ownership Plan, Total assets ($M): 111.243432 · Participants: 531Jacobsen Construction Company, Inc. Employee Stock Ownership PlanRocky Mountain Atv, Inc. Employee Stock Ownership Plan, Total assets ($M): 104.049142 · Participants: 501Rocky Mountain Atv, Inc. Employee Stock Ownership PlanFj Management Inc. Employee Stock Ownership Plan, Total assets ($M): 102.977078 · Participants: 30Fj Management Inc. Employee Stock Ownership PlanCentral Milling Employee Stock Ownership Plan and Trust, Total assets ($M): 45.365384 · Participants: 111Central Milling Employee Stock Ownership Plan and Trust
Oakdell Egg Farms Inc Employee Stock Ownership Plan vs. nearby ESOP plans in Utah, assets vs. participants
Compare Oakdell Egg Farms Inc Employee Stock Ownership Plan side-by-side with 3 peers →

Oakdell Egg Farms Inc Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Utah, the nearest ESOP by assets is Employees Stock Ownership Plan of Emory Wilson Process, Inc. in SC ($13M); by covered participants it is Georgia Theatre Company Employee Stock Ownership Plan in GA (124 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (124 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 Oakdell Egg Farms Inc Employee Stock Ownership Plan assets move in 2023? ▼
Oakdell Egg Farms Inc Employee Stock Ownership Plan grew sharply - up 19.0% during 2023, from $11M to $13M. Reported net income was $2M.
How have Oakdell Egg Farm Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oakdell Egg Farm Inc's sponsor-wide assets declined 50.6%, from $11M to $5M.
Which ESOP plans are similar in size to Oakdell Egg Farms Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Employees Stock Ownership Plan of Emory Wilson Process, Inc. in SC ($13M, 57 participants).
Which ESOP plans cover a similar participant headcount to Oakdell Egg Farms Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Georgia Theatre Company Employee Stock Ownership Plan in GA (124 participants, $5M 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 952649647.

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.