ESOP · DOL Form 5500 · 2023

Malibu Wellness, Inc. ESOP

Data updated 2026-08-25

$47M
Total assets Below avg plan size
41
Participants Small participant base
85th
Percentile by assets National rank
$1.2M
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

$47M in assets, 41 participants

Malibu Wellness, Inc.'s Malibu Wellness, Inc. Employee Stock Ownership Plan and Trust reported $47M in total assets and 41 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #14,667 in Manufacturing (18,722 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, $47M for 41 participants (~$1.2M/participant), up 62.0% in 2023.

#14,667
in Manufacturing (18,722 peers)
+62.0%
assets growth YoY
0.5×
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 2023 · DOL Form 5500

$47,438,082 Top 15% higher than 85% 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

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

Plan-year 2023 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 (41 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Malibu Wellness, Inc. Employee Stock Ownership Plan and Trust reported net income rose from $3M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Malibu Wellness, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $29M in the plan year 2022 filing to $47M in the plan year 2023 filing.
  • Malibu Wellness, Inc. Employee Stock Ownership Plan and Trust reported participants fell from 47 in the plan year 2022 filing to 41 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 822669103 · Malibu Wellness, Inc. PY 2023 · ESOP

Malibu Wellness, Inc. Employee Stock Ownership Plan and Trust · $47M · 41 · 85th

  • EOY $47M
  • EOY 41
  • EOY 85th
  • EOY ESOP
  • EOY near Ross Industries, Inc. Employee Stock Ownership Plan & Trust
  • EOY ind #14667

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

Ketchum & Walton Employee Stock Ownership PlanKetchum & Walton Employee St…$48MFlat Rock Metal and Bar Processing Employee Stock Ownership PlanFlat Rock Metal and Bar Proc…$47MMalibu Wellness, Inc. Employee Stock Ownership Plan and TrustMalibu Wellness, Inc. Employ…$47MRoss Industries, Inc. Employee Stock Ownership Plan & TrustRoss Industries, Inc. Employ…$47MD.P. Electric, Inc. Employee Stock Ownership PlanD.P. Electric, Inc. Employee…$47M
End-of-year total assets ($M) among Malibu Wellness, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$25M
Net Income$19M
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. -100001000200030004000 -0.500.511.522.5 Total assets ($B) Participants Malibu Wellness, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.047438082 · Participants: 41Malibu Wellness, Inc. Employee Stock Ownership Plan and TrustJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 1.921766853 · Participants: 3535Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.36648086 · Participants: 487Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.364505967 · Participants: 1242Nibco Inc. Employee Stock Ownership PlanSuperior Industrial Solutions, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.138902309 · Participants: 363Superior Industrial Solutions, Inc. Employee Stock Ownership PlanDucharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.135390454 · Participants: 558Ducharme, Mcmillen & Associates, 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 Ross Industries, Inc. Employee Stock Ownership Plan & Trust in NY ($47M); by covered participants it is Quantumdigital, Inc. Employee Stock Ownership Plan in TX (41 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (41 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 Malibu Wellness, Inc. Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Malibu Wellness, Inc. Employee Stock Ownership Plan and Trust surged - up 62.0% during 2023, from $29M to $47M. Reported net income was $19M.
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 85th 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 Malibu Wellness, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Ross Industries, Inc. Employee Stock Ownership Plan & Trust in NY ($47M, 123 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 Quantumdigital, Inc. Employee Stock Ownership Plan in TX (41 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 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.