ESOP · DOL Form 5500 · 2024

Malibu Wellness, Inc. ESOP

Data updated 2026-08-25

$50M
Total assets Below avg plan size
34
Participants Small participant base
84th
Percentile by assets National rank
$1.5M
Avg per participant High balance/head
PlainRetire home → About this data

Official DOL plan name: Malibu Wellness, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Malibu Wellness, Inc. · Florida · Manufacturing

$50M in assets, 34 participants

Malibu Wellness, Inc.'s Malibu Wellness, Inc. Employee Stock Ownership Plan and Trust reported $50M in total assets and 34 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #13,785 in Manufacturing (17,777 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, $50M for 34 participants (~$1.5M/participant), up 6.2% in 2024.

#13,785
in Manufacturing (17,777 peers)
+6.2%
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 2024 · DOL Form 5500

$50,356,207 Top 16% higher than 84% 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

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

Plan-year 2024 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 (34 participants) on this national headcount ladder.

DOL schedule card

Filing strip 953987774 · Malibu Wellness, Inc. PY 2024 · ESOP

Malibu Wellness, Inc. Employee Stock Ownership Plan and Trust · $50M · 34 · 84th

  • IND $50M
  • IND 34
  • IND 84th
  • IND ESOP
  • IND near Darvin Holding Company Employee Stock Ownership Plan
  • IND ind #13785

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 Florida →

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

Tmf Group Holdings, Inc. Employee Stock Ownership PlanTmf Group Holdings, Inc. Emp…$50MMalibu Wellness, Inc. Employee Stock Ownership Plan and TrustMalibu Wellness, Inc. Employ…$50MDarvin Holding Company Employee Stock Ownership PlanDarvin Holding Company Emplo…$50MAlatrade Foods Holdings, Inc. Employee Stock Ownership PlanAlatrade Foods Holdings, Inc…$50MGrassi Advisory Group Employee Stock Ownership PlanGrassi Advisory Group Employ…$50M
End-of-year total assets ($M) among Malibu Wellness, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$47M
Net Assets (End of Year)$29M
Net Income$4M
Employer EIN953987774
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Florida

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 Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -5051015 Total assets ($B) Participants Malibu Wellness, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.050356207 · Participants: 34Malibu Wellness, Inc. Employee Stock Ownership Plan and TrustPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 14.286420169 · Participants: 149213Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 1.130328955 · Participants: 16036Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanSummit Companies Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.75388536 · Participants: 354Summit Companies Holdings, Inc. Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.724566492 · Participants: 4730Thirty Fifteen Employee Stock Ownership PlanWestern Global Airlines, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.441212218 · Participants: 353Western Global Airlines, Inc. Employee Stock Ownership Plan
Malibu Wellness, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Florida, 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 Florida, the nearest ESOP by assets is Darvin Holding Company Employee Stock Ownership Plan in IL ($50M); by covered participants it is Custom Interface, Inc. Employee Stock Ownership Plan and Trust in WA (34 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (34 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 Malibu Wellness, Inc. Employee Stock Ownership Plan and Trust assets move in 2024? ▼
Malibu Wellness, Inc. Employee Stock Ownership Plan and Trust grew at a solid clip - up 6.2% during 2024, from $47M to $50M. Reported net income was $4M.
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 84th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (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 Darvin Holding Company Employee Stock Ownership Plan in IL ($50M, 220 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 Custom Interface, Inc. Employee Stock Ownership Plan and Trust in WA (34 participants, N/A 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 953987774.

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.