ESOP · DOL Form 5500 · 2024
Oakdell Egg Farm Inc ESOP
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 101
- Participants Small participant base
- 43rd
- Percentile by assets National rank
- $53,819
- Avg per participant Low balance/head
Official DOL plan name: Oakdell Egg Farms Inc Employee Stock Ownership Plan · Sponsored by Oakdell Egg Farm Inc · Utah · Agriculture, Forestry & Fishing
$5M in assets, 101 participants
Oakdell Egg Farm Inc's Oakdell Egg Farms Inc Employee Stock Ownership Plan reported $5M in total assets and 101 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.
- #549 in Agriculture, Forestry & Fishing (1,217 peers)
Coverage in Utah
Oakdell Egg Farms Inc Employee Stock Ownership Plan covers 101 participants in Utah, about 17% of the average Utah filer (state average ~592 per filing). Assets: $5M.
- #549
- in Agriculture, Forestry & Fishing (1,217 peers)
- -58.5%
- assets change YoY
The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Oakdell Egg Farms Inc Employee Stock Ownership Plan's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers
Oakdell Egg Farms Inc Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,435,768 43rd percentile higher than 43% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Oakdell Egg Farms Inc Employee Stock Ownership Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oakdell Egg Farms Inc Employee Stock Ownership Plan sits mid-pack in the medium band (101 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Oakdell Egg Farms Inc Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2023 filing to -$8M in the plan year 2024 filing.
- Oakdell Egg Farms Inc Employee Stock Ownership Plan end-of-year assets fell from $13M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Oakdell Egg Farms Inc Employee Stock Ownership Plan reported participants fell from 124 in the plan year 2023 filing to 101 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 952649647 · Oakdell Egg Farm Inc PY 2024 · ESOP
Oakdell Egg Farms Inc Employee Stock Ownership Plan · $5M · 101 · 43rd
- PCT $5M
- EIN 101
- RANK 43rd
- PHOTO ESOP
- IND near Webster ESOP Savings Plan
- EOY ind #549
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 Utah →
Oakdell Egg Farms Inc Employee Stock Ownership Plan in the asset neighbourhood
Utah filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$8M |
| Employer EIN | 952649647 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Oakdell Egg Farm Inc)
Sponsor-wide plan assets over time
All Oakdell Egg Farm Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 50.63718077960804% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 105 | $11M |
| 2023 | 1 | 124 | $13M |
| 2024 | 1 | 101 | $5M |
Nearby ESOP Plans in Utah
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Whitaker Construction Co., Inc. Employee Stock Ownership Plan $185M · 772
- Rocky Mountain Atv, Inc. Employee Stock Ownership Plan $120M · 495
- Jacobsen Construction Company, Inc. Employee Stock Ownership Plan $120M · 605
- Fj Management Inc. Employee Stock Ownership Plan $94M · 28
- Kenny Seng Construction Employee Stock Ownership Plan $74M · 170
Oakdell Egg Farms Inc Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Utah, the nearest ESOP by assets is Webster ESOP Savings Plan in OH ($5M); by covered participants it is Carlson, Brigance and Doering, Inc. Employee Stock Ownership Plan in TX (101 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (101 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.