ESOP · DOL Form 5500 · 2023

Oobe Holdings, Inc. ESOP

Data updated 2026-08-25

$10M
Total assets Small plan by assets
39
Participants Small participant base
59th
Percentile by assets National rank
$264,410
Avg per participant High balance/head
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Official DOL plan name: Oobe Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Oobe Holdings, Inc. · South Carolina · Retail Trade

$10M in assets, 39 participants

Oobe Holdings, Inc.'s Oobe Holdings, Inc. Employee Stock Ownership Plan reported $10M in total assets and 39 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #5,908 in Retail Trade (8,414 peers)

Oobe Holdings, Inc. multi-year trail

Oobe Holdings, Inc.'s plans moved -87.5% in assets from 2022 to 2024; this filing shows Oobe Holdings, Inc. Employee Stock Ownership Plan at $10M / 39 participants.

#5,908
in Retail Trade (8,414 peers)
-19.4%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Oobe Holdings, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Retail Trade and all filers

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

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

$10,312,000 Top 41% higher than 59% 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

Oobe 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. Oobe Holdings, Inc. Employee Stock Ownership Plan is a small filing (39 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oobe Holdings, Inc. Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2022 filing to -$1M in the plan year 2023 filing.
  • Oobe Holdings, Inc. Employee Stock Ownership Plan end-of-year assets fell from $13M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Oobe Holdings, Inc. Employee Stock Ownership Plan reported participants rose from 34 in the plan year 2022 filing to 39 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 461275591 · Oobe Holdings, Inc. PY 2023 · ESOP

Oobe Holdings, Inc. Employee Stock Ownership Plan · $10M · 39 · 59th

  • PART $10M
  • TYPE 39
  • NET 59th
  • BOOK ESOP
  • VS-ST near First State Bank of St. Charles Employee Stock Ownership Plan
  • BOY ind #5908

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 South Carolina →

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

Pls Employee Stock Ownership PlanPls Employee Stock Ownership…$10MOobe Holdings, Inc. Employee Stock Ownership PlanOobe Holdings, Inc. Employee…$10MFirst State Bank of St. Charles Employee Stock Ownership PlanFirst State Bank of St. Char…$10MAlcoa Electrical Contractor, Inc. Employee Stock Ownership PlanAlcoa Electrical Contractor,…$10MAlcoa Electrical Contractor, Inc. Employee Stock Ownership PlanAlcoa Electrical Contractor,…$10M
End-of-year total assets ($M) among Oobe Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Oobe Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$2M 87.47322545340838% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $12.8M $1.6M ▼ -87.5%
Year Plans Participants Total Assets
2022 1 34 $13M
2023 1 39 $10M
2024 1 39 $2M

Oobe Holdings, Inc. filing trail (2023)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)-$8M
Net Income-$1M
Employer EIN461275591
Plan Effective Date2020-10-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in South Carolina

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

Oobe Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in South Carolina, assets vs. participants Scatter plot of 6 data points. 0100200300400 020406080 Total assets ($M) Participants Oobe Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 10.312 · Participants: 39Oobe Holdings, Inc. Employee Stock Ownership PlanBonitz, Inc. Employee Stock Ownership Plan, Total assets ($M): 61.605843 · Participants: 342Bonitz, Inc. Employee Stock Ownership PlanAl's Liquor Store Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 23.274312 · Participants: 50Al's Liquor Store Holdings, Inc. Employee Stock Ownership PlanSynergi Employee Stock Ownership Plan, Total assets ($M): 21.055349 · Participants: 263Synergi Employee Stock Ownership PlanDwg, Inc. Consulting Engineers Employee Stock Ownership Plan, Total assets ($M): 14.105882 · Participants: 25Dwg, Inc. Consulting Engineers Employee Stock Ownership PlanLife Cycle Engineering, Inc. Employee Stock Ownership Plan, Total assets ($M): 13.852826 · Participants: 367Life Cycle Engineering, Inc. Employee Stock Ownership Plan
Oobe Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in South Carolina, assets vs. participants
Compare Oobe Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside South Carolina, the nearest ESOP by assets is First State Bank of St. Charles Employee Stock Ownership Plan in MO ($10M); by covered participants it is Consolidated Electronic Wire & Cable Corp. Employee Stock Ownership Plan in IL (39 participants). Same-state nearby plans are listed separately above.

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 Oobe Holdings, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Oobe Holdings, Inc. Employee Stock Ownership Plan declined sharply - down 19.4% during 2023, from $13M to $10M. Reported net income was -$1M.
How have Oobe Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oobe Holdings, Inc.'s sponsor-wide assets declined 87.5%, from $13M to $2M.
Which ESOP plans are similar in size to Oobe Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is First State Bank of St. Charles Employee Stock Ownership Plan in MO ($10M, 198 participants).
Which ESOP plans cover a similar participant headcount to Oobe Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Consolidated Electronic Wire & Cable Corp. Employee Stock Ownership Plan in IL (39 participants, $29M 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 461275591.

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.