ESOP · DOL Form 5500 · 2024
Okee Industries, Inc. ESOP
Data updated 2026-07-24
- $20M
- Total assets
- 50
- Participants
- 70th
- Percentile by assets
- $404,039
- Avg per participant
Official DOL plan name: Okee Industries, Inc. Employee Stock Ownership Plan · Sponsored by Okee Industries, Inc. · Connecticut · Wholesale Trade
$20M in assets, 50 participants
Okee Industries, Inc.'s Okee Industries, Inc. Employee Stock Ownership Plan reported $20M in total assets and 50 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.
- 70th percentile by assets (of 116,472 plans)
2024 asset change
Okee Industries, Inc. Employee Stock Ownership Plan declined sharply 19.6% in 2024 ($25M → $20M) for 50 participants.
- $20M
- total plan assets (2024 EOY)
- 50
- covered participants
- 70th
- percentile by assets (of 116,472 plans)
- $404,039
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Okee Industries, Inc. Employee Stock Ownership Plan reported net income fell from $6M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Okee Industries, Inc. Employee Stock Ownership Plan end-of-year assets fell from $25M in the plan year 2023 filing to $20M in the plan year 2024 filing.
- Okee Industries, Inc. Employee Stock Ownership Plan reported participants fell from 57 in the plan year 2023 filing to 50 in the plan year 2024 filing.
2024 asset move for Okee Industries, Inc. Employee Stock Ownership Plan
Year over year, total assets declined sharply from $25M at the start of 2024 to $20M at year-end (down 19.6%). Net assets closed at $20M; reported net income $1M.
Okee Industries, Inc. years around the 2024 move
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 61 | $20M |
| 2023 | 1 | 57 | $25M |
| 2024 | 1 | 50 | $20M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $1M |
| Employer EIN | 060626884 |
| Plan Effective Date | 1997-12-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Connecticut
Peer ESOP plans, same state, same plan type, ranked by total assets.
Okee Industries, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Connecticut, assets vs. participants
- Mott Corporation Employee Stock Ownership Plan $305M · 327
- Bl Companies, Inc. Employee Stock Ownership Plan $128M · 309
- Eurpac Service, Inc. Employee Stock Ownership Plan $108M · 572
- Twin Mro Employee Stock Ownership Plan $106M · 110
- Hamilton Point Investments ESOP $51M · 99
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Okee Industries, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Okee Industries, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
How have Okee Industries, Inc. plan assets changed over time? ▼
Which ESOP plans are similar in size to Okee Industries, Inc. Employee Stock Ownership Plan? ▼
Next read for Okee Industries, Inc. Employee Stock Own…
2024 change
Ways to act on Okee Industries, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Okee Industries, 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 Connecticut. Compare plans
- Okee Industries, Inc.'s sponsor-wide assets have grown 1.1% since 2022 across 3 plan years on file. More Wholesale Trade plans
Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.
Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 060626884.
Read our methodology - how this data is sourced, computed, and verified.