ESOP · DOL Form 5500 · 2022

Malibu Wellness, Inc. ESOP

Data updated 2026-08-25

$29M
Total assets Below avg plan size
47
Participants Small participant base
83rd
Percentile by assets National rank
$623,052
Avg per participant High balance/head
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Official DOL plan name: Malibu Wellness, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Malibu Wellness, Inc. · Indiana · Manufacturing

$29M in assets, 47 participants

Malibu Wellness, Inc.'s Malibu Wellness, Inc. Employee Stock Ownership Plan and Trust reported $29M in total assets and 47 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #15,494 in Manufacturing (20,602 peers)

Where Malibu Wellness, Inc. Employee Stock Ownership Plan and Trust sits by assets

Malibu Wellness, Inc. Employee Stock Ownership Plan and Trust sits in the top quartile of all filed plans by assets, $29M for 47 participants (~$623,052/participant), up 7.0% in 2022.

#15,494
in Manufacturing (20,602 peers)
+7.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Malibu Wellness, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets

Malibu Wellness, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$29,283,450 Top 17% higher than 83% of 139,123 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 2022

Malibu Wellness, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Malibu Wellness, Inc. Employee Stock Ownership Plan and Trust is a small filing (47 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 822669103 · Malibu Wellness, Inc. PY 2022 · ESOP

Malibu Wellness, Inc. Employee Stock Ownership Plan and Trust · $29M · 47 · 83rd

  • ASSETS $29M
  • PCT 47
  • EIN 83rd
  • RANK ESOP
  • PHOTO near Blue Foundry Bank Employee Stock Ownership Plan
  • IND ind #15494

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 Indiana →

Malibu Wellness, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Eoc, Inc. Employee Stock Ownership PlanEoc, Inc. Employee Stock Own…$29MBlue Foundry Bank Employee Stock Ownership PlanBlue Foundry Bank Employee S…$29MMalibu Wellness, Inc. Employee Stock Ownership Plan and TrustMalibu Wellness, Inc. Employ…$29MDungarees, Inc. Employee Stock Ownership PlanDungarees, Inc. Employee Sto…$29MFirst Bank Corp Employee Stock Ownership PlanFirst Bank Corp Employee Sto…$29M
End-of-year total assets ($M) among Malibu Wellness, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$6M
Net Income$3M
Employer EIN822669103
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Malibu Wellness, Inc.)

Sponsor-wide plan assets over time

All Malibu Wellness, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$47M 61.99621970771887% vs 2022
2023 filing year
$20M$30M$40M$50M 20222023 $29.3M $47.4M ▲ +62.0%
Year Plans Participants Total Assets
2022 1 47 $29M
2023 1 41 $47M

Nearby ESOP Plans in Indiana

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

Malibu Wellness, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.52 Total assets ($B) Participants Malibu Wellness, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.02928345 · Participants: 47Malibu Wellness, Inc. Employee Stock Ownership Plan and TrustJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 1.524085669 · Participants: 3842Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.314961737 · Participants: 467Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.309552138 · Participants: 1233Nibco Inc. Employee Stock Ownership PlanWood-Mizer Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.115298049 · Participants: 464Wood-Mizer Holdings, Inc. Employee Stock Ownership PlanSuperior Industrial Solutions, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.113705161 · Participants: 333Superior Industrial Solutions, Inc. Employee Stock Ownership Plan
Malibu Wellness, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Malibu Wellness, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Malibu Wellness, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Indiana, the nearest ESOP by assets is Blue Foundry Bank Employee Stock Ownership Plan in NJ ($29M); by covered participants it is Turn-Key Tunneling, Inc. Employee Stock Ownership Plan in OH (47 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (47 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Malibu Wellness, Inc. Employee Stock Ownership Plan and Trust assets move in 2022? ▼
Malibu Wellness, Inc. Employee Stock Ownership Plan and Trust grew at a solid clip - up 7.0% during 2022, from $27M to $29M. Reported net income was $3M.
How have Malibu Wellness, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Malibu Wellness, Inc.'s sponsor-wide assets grew 62.0%, from $29M to $47M.
Where does Malibu Wellness, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Malibu Wellness, Inc. Employee Stock Ownership Plan and Trust ranks in the 83rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Malibu Wellness, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Blue Foundry Bank Employee Stock Ownership Plan in NJ ($29M, 105 participants).
Which ESOP plans cover a similar participant headcount to Malibu Wellness, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Turn-Key Tunneling, Inc. Employee Stock Ownership Plan in OH (47 participants, $7M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 822669103.

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.