ESOP · DOL Form 5500 · 2024
Oobe Holdings, Inc. ESOP
Data updated 2026-08-11
- $2M
- Total assets
- 39
- Participants
- 27th
- Percentile by assets
- $41,088
- Avg per participant
Official DOL plan name: Oobe Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Oobe Holdings, Inc. · South Carolina · Retail Trade
$2M in assets, 39 participants
Oobe Holdings, Inc.'s Oobe Holdings, Inc. Employee Stock Ownership Plan reported $2M in total assets and 39 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.
- 27th percentile by assets (of 123,622 plans)
- #3,210 in Retail Trade (8,048 peers)
Oobe Holdings, Inc. multi-year trail
Oobe Holdings, Inc.'s plans moved -87.5% in assets from 2022 to 2024; this filing shows Oobe Holdings, Inc. Employee Stock Ownership Plan at $2M / 39 participants.
- $2M
- total plan assets (2024 EOY)
- 39
- covered participants
- 27th
- percentile by assets (of 123,622 plans)
- $41,088
- avg assets per participant
Where Oobe Holdings, Inc. Employee Stock Ownership Plan sits by total assets
Oobe Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,602,425 27th percentile higher than 27% 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Oobe Holdings, Inc. Employee Stock Ownership Plan reported net income rose from -$1M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Oobe Holdings, Inc. Employee Stock Ownership Plan end-of-year assets fell from $10M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Oobe Holdings, Inc. across 3 plan years on file
Across the 3 plan years Oobe Holdings, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $13M to $2M, a decline of 87.5%, while reported participants moved from 34 to 39 (+14.7%). Peak year by sponsor assets: 2022 ($13M); trough: 2024 ($2M).
Oobe Holdings, Inc. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 34 | $13M |
| 2023 | 1 | 39 | $10M |
| 2024 | 1 | 39 | $2M |
Oobe Holdings, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $9M |
| Employer EIN | 461275591 |
| Plan Effective Date | 2020-10-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in South Carolina
Peer ESOP plans, same state, same plan type, ranked by total assets.
Oobe Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in South Carolina, assets vs. participants
- Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan $26M · 56
- Life Cycle Engineering, Inc. Employee Stock Ownership Plan $25M · 373
- Ngroup Employee Stock Ownership Plan $25M · 1,859
- Dwg, Inc. Consulting Engineers Employee Stock Ownership Plan $21M · 31
- Synergi Employee Stock Ownership Plan $17M · 286
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Oobe Holdings, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Next read for Oobe Holdings, Inc. Employee Stock Owner…
Multi-year trail
Ways to act on Oobe Holdings, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Oobe Holdings, Inc. Employee Stock Ownership Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in South Carolina. Compare plans
- Oobe Holdings, Inc.'s sponsor-wide assets have declined 87.5% since 2022 across 3 plan years on file. More Retail Trade plans