ESOP · DOL Form 5500 · 2024

Odyssey Holdings, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
70
Participants Small participant base
36th
Percentile by assets National rank
$49,186
Avg per participant Low balance/head
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Official DOL plan name: Odyssey Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Odyssey Holdings, Inc. · California · Healthcare & Social Assistance

$3M in assets, 70 participants

Odyssey Holdings, Inc.'s Odyssey Holdings, Inc. Employee Stock Ownership Plan reported $3M in total assets and 70 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.

  • #6,244 in Healthcare & Social Assistance (16,916 peers)

Odyssey Holdings, Inc. multi-year trail

Odyssey Holdings, Inc.'s plans moved +289.9% in assets from 2022 to 2024; this filing shows Odyssey Holdings, Inc. Employee Stock Ownership Plan at $3M / 70 participants.

#6,244
in Healthcare & Social Assistance (16,916 peers)
-34.6%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Odyssey Holdings, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

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

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

$3,443,000 36th percentile higher than 36% 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

Odyssey 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. Odyssey Holdings, Inc. Employee Stock Ownership Plan is a small filing (70 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Odyssey Holdings, Inc. Employee Stock Ownership Plan reported net income fell from $5M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • Odyssey Holdings, Inc. Employee Stock Ownership Plan end-of-year assets fell from $5M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Odyssey Holdings, Inc. Employee Stock Ownership Plan reported participants fell from 81 in the plan year 2023 filing to 70 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 680360679 · Odyssey Holdings, Inc. PY 2024 · ESOP

Odyssey Holdings, Inc. Employee Stock Ownership Plan · $3M · 70 · 36th

  • BOY $3M
  • SCH 70
  • EBSA 36th
  • PART ESOP
  • TYPE near Swissturn/USA, Inc. Employee Stock Ownership Plan
  • NET ind #6244

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 California →

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

Superior Graphite Co. Employee Stock Ownership PlanSuperior Graphite Co. Employ…$3MRoyal Engineered Composites, Inc. Employee Stock Ownership PlanRoyal Engineered Composites,…$3MOdyssey Holdings, Inc. Employee Stock Ownership PlanOdyssey Holdings, Inc. Emplo…$3MSwissturn/USA, Inc. Employee Stock Ownership PlanSwissturn/USA, Inc. Employee…$3MM.J. Wells & Associates, Inc. Employee Stock Ownership PlanM.J. Wells & Associates, Inc…$3M
End-of-year total assets ($M) among Odyssey Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Odyssey Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$3M 289.920724801812% vs 2022
2024 filing year
$0M$2M$4M$6M 202220232024 $0.88M $3.44M ▲ +290.9%
Year Plans Participants Total Assets
2022 1 61 $883K
2023 1 81 $5M
2024 1 70 $3M

Odyssey Holdings, Inc. filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)-$352K
Net Income-$2M
Employer EIN680360679
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Odyssey Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Odyssey Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.003443 · Participants: 70Odyssey Holdings, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Odyssey Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Odyssey Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Swissturn/USA, Inc. Employee Stock Ownership Plan in MA ($3M); by covered participants it is Bravo Company Employee Stock Ownership Plan in WI (70 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (70 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 Odyssey Holdings, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Odyssey Holdings, Inc. Employee Stock Ownership Plan contracted severely - down 34.6% during 2024, from $5M to $3M. Reported net income was -$2M.
How have Odyssey Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Odyssey Holdings, Inc.'s sponsor-wide assets grew 289.9%, from $883K to $3M.
Which ESOP plans are similar in size to Odyssey Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Swissturn/USA, Inc. Employee Stock Ownership Plan in MA ($3M, 51 participants).
Which ESOP plans cover a similar participant headcount to Odyssey Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Bravo Company Employee Stock Ownership Plan in WI (70 participants, $3M 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 680360679.

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.