ESOP · DOL Form 5500 · 2024

Simple Holdings, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
72
Participants Small participant base
38th
Percentile by assets National rank
$56,580
Avg per participant Low balance/head
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Official DOL plan name: Simple Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Simple Holdings, Inc. · Oklahoma · Retail Trade

$4M in assets, 72 participants

Simple Holdings, Inc.'s Simple Holdings, Inc. Employee Stock Ownership Plan reported $4M in total assets and 72 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.

  • #3,993 in Retail Trade (8,048 peers)

Simple Holdings, Inc. multi-year trail

Simple Holdings, Inc.'s plans moved +91.1% in assets from 2023 to 2024; this filing shows Simple Holdings, Inc. Employee Stock Ownership Plan at $4M / 72 participants.

#3,993
in Retail Trade (8,048 peers)
+91.1%
assets growth YoY

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

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

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

$4,073,781 38th percentile higher than 38% 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

Simple Holdings, 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. Simple Holdings, Inc. Employee Stock Ownership Plan is a small filing (72 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Simple Holdings, Inc. Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Simple Holdings, Inc. Employee Stock Ownership Plan reported participants fell from 86 in the plan year 2023 filing to 72 in the plan year 2024 filing.
  • Simple Holdings, Inc. Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 932314542 · Simple Holdings, Inc. PY 2024 · ESOP

Simple Holdings, Inc. Employee Stock Ownership Plan · $4M · 72 · 38th

  • SCH $4M
  • EBSA 72
  • PART 38th
  • TYPE ESOP
  • NET near Peoples Financial Corporation Employee Stock Ownership Plan
  • BOOK ind #3993

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 Oklahoma →

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

Peoples Financial Corporation Employee Stock Ownership PlanPeoples Financial Corporatio…$4MConvoy, Inc. Employee Stock Ownership PlanConvoy, Inc. Employee Stock …$4MDarmann Abrasive Products, Inc. Employee Stock Ownership PlanDarmann Abrasive Products, I…$4MPeerless Saw Company Employee Stock Ownership PlanPeerless Saw Company Employe…$4MSimple Holdings, Inc. Employee Stock Ownership PlanSimple Holdings, Inc. Employ…$4M
End-of-year total assets ($M) among Simple Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Simple Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$4M 91.08947023530035% vs 2023
2024 filing year
$1M$2M$3M$4M$5M 20232024 $2.13M $4.07M ▲ +91.1%
Year Plans Participants Total Assets
2023 1 86 $2M
2024 1 72 $4M

Simple Holdings, Inc. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$4M
Net Income$2M
Employer EIN932314542
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Oklahoma

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

Simple Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -1000100200300400 Total assets ($M) Participants Simple Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 4.073781 · Participants: 72Simple Holdings, Inc. Employee Stock Ownership PlanLocke Supply Co. Employee Stock Ownership Plan, Total assets ($M): 293.39846 · Participants: 1287Locke Supply Co. Employee Stock Ownership PlanInternational Chemical Company Employee Stock Ownership Plan, Total assets ($M): 250.621974 · Participants: 65International Chemical Company Employee Stock Ownership PlanMetro Builders Supply, Inc. Employee Stock Ownership Plan, Total assets ($M): 169.059478 · Participants: 1300Metro Builders Supply, Inc. Employee Stock Ownership PlanBancfirst Corporation Employee Stock Ownership Plan, Total assets ($M): 159.065318 · Participants: 1860Bancfirst Corporation Employee Stock Ownership PlanAberdeen Dynamics Supply, Inc. Employee Stock Ownership Plan, Total assets ($M): 119.442225 · Participants: 172Aberdeen Dynamics Supply, Inc. Employee Stock Ownership Plan
Simple Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oklahoma, assets vs. participants
Compare Simple Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Oklahoma, the nearest ESOP by assets is Peoples Financial Corporation Employee Stock Ownership Plan in MS ($4M); by covered participants it is Cole Lumber Company, Inc. Employee Stock Ownership Plan in KY (72 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (72 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 Simple Holdings, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Simple Holdings, Inc. Employee Stock Ownership Plan surged - up 91.1% during 2024, from $2M to $4M. Reported net income was $2M.
How have Simple Holdings, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Simple Holdings, Inc.'s sponsor-wide assets grew 91.1%, from $2M to $4M.
Which ESOP plans are similar in size to Simple Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Peoples Financial Corporation Employee Stock Ownership Plan in MS ($4M, 78 participants).
Which ESOP plans cover a similar participant headcount to Simple Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Cole Lumber Company, Inc. Employee Stock Ownership Plan in KY (72 participants, $17M 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 932314542.

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.