ESOP · DOL Form 5500 · 2024

Okee Industries, Inc. ESOP

Data updated 2026-08-25

$20M
Total assets Small plan by assets
50
Participants Small participant base
70th
Percentile by assets National rank
$404,039
Avg per participant High balance/head
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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.

  • #4,049 in Wholesale Trade (6,080 peers)

2024 asset change

Okee Industries, Inc. Employee Stock Ownership Plan declined sharply 19.6% in 2024 ($25M → $20M) for 50 participants.

#4,049
in Wholesale Trade (6,080 peers)
-19.6%
assets change YoY

Okee Industries, Inc. Employee Stock Ownership Plan's outsized position by total assets

Okee Industries, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$20,201,929 Top 30% higher than 70% of 123,620 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 2024

Okee Industries, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Okee Industries, Inc. Employee Stock Ownership Plan is a small filing (50 participants) on this national headcount ladder.

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.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 060626884 · Okee Industries, Inc. PY 2024 · ESOP

Okee Industries, Inc. Employee Stock Ownership Plan · $20M · 50 · 70th

  • BOOK $20M
  • VS-ST 50
  • BOY 70th
  • SCH ESOP
  • EBSA near Holbrook & Manter Employee Stock Ownership Plan
  • PART ind #4049

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 Connecticut →

Okee Industries, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Alpine Snowguards Employee Stock Ownership PlanAlpine Snowguards Employee S…$20MOkee Industries, Inc. Employee Stock Ownership PlanOkee Industries, Inc. Employ…$20MHolbrook & Manter Employee Stock Ownership PlanHolbrook & Manter Employee S…$20MTvs Companies Employee Stock Ownership PlanTvs Companies Employee Stock…$20MSchwartz & Co. Enterprises, Ltd. Employee Stock Ownership PlanSchwartz & Co. Enterprises, …$20M
End-of-year total assets ($M) among Okee Industries, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Okee Industries, Inc. years around the 2024 move

Sponsor-wide plan assets over time

All Okee Industries, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 1.1205388389176991% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $20M $20.2M ▲ +1.1%
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 EIN060626884
Plan Effective Date1997-12-01
Filing StatusFILING 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 Scatter plot of 6 data points. 0200400600 0100200300400 Total assets ($M) Participants Okee Industries, Inc. Employee Stock Ownership Plan, Total assets ($M): 20.201929 · Participants: 50Okee Industries, Inc. Employee Stock Ownership PlanMott Corporation Employee Stock Ownership Plan, Total assets ($M): 304.806344 · Participants: 327Mott Corporation Employee Stock Ownership PlanBl Companies, Inc. Employee Stock Ownership Plan, Total assets ($M): 127.985465 · Participants: 309Bl Companies, Inc. Employee Stock Ownership PlanSonalysts, Inc. Employee Stock Ownership Plan, Total assets ($M): 125.874922 · Participants: 417Sonalysts, Inc. Employee Stock Ownership PlanEurpac Service, Inc. Employee Stock Ownership Plan, Total assets ($M): 107.815259 · Participants: 572Eurpac Service, Inc. Employee Stock Ownership PlanTwin Mro Employee Stock Ownership Plan, Total assets ($M): 106.406355 · Participants: 110Twin Mro Employee Stock Ownership Plan
Okee Industries, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Connecticut, assets vs. participants
Compare Okee Industries, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Connecticut, the nearest ESOP by assets is Holbrook & Manter Employee Stock Ownership Plan in ($20M); by covered participants it is Suburban K9 Employee Stock Ownership Plan in TX (50 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (50 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Okee Industries, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Okee Industries, Inc. Employee Stock Ownership Plan declined sharply - down 19.6% during 2024, from $25M to $20M. Reported net income was $1M.
How have Okee Industries, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Okee Industries, Inc.'s sponsor-wide assets grew 1.1%, from $20M to $20M.
Which ESOP plans are similar in size to Okee Industries, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Holbrook & Manter Employee Stock Ownership Plan in ($20M, 42 participants).
Which ESOP plans cover a similar participant headcount to Okee Industries, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Suburban K9 Employee Stock Ownership Plan in TX (50 participants, $146K in assets).

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.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.