ESOP · DOL Form 5500 · 2024

Oobe Holdings, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
39
Participants Small participant base
27th
Percentile by assets National rank
$41,088
Avg per participant Low balance/head
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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.

  • #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.

#3,210
in Retail Trade (8,048 peers)
-84.5%
assets change YoY

Oobe Holdings, Inc. Employee Stock Ownership Plan among the smaller filed plans by 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

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

Oobe 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. Oobe Holdings, Inc. Employee Stock Ownership Plan is a small filing (39 participants) on this national headcount ladder.

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.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 461275591 · Oobe Holdings, Inc. PY 2024 · ESOP

Oobe Holdings, Inc. Employee Stock Ownership Plan · $2M · 39 · 27th

  • VS-ST $2M
  • VS-ST 39
  • VS-ST 27th
  • VS-ST ESOP
  • VS-ST near First Harrison Bank Employee Stock Ownership Plan
  • VS-ST ind #3210

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 South Carolina →

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

Nielsen Norman Group Employee Stock Ownership PlanNielsen Norman Group Employe…$2MOobe Holdings, Inc. Employee Stock Ownership PlanOobe Holdings, Inc. Employee…$2MFirst Harrison Bank Employee Stock Ownership PlanFirst Harrison Bank Employee…$2MUniversal Traffic Service, Inc. Employee Stock Ownership PlanUniversal Traffic Service, I…$2MTeam Huber Employee Stock Ownership PlanTeam Huber Employee Stock Ow…$2M
End-of-year total assets ($M) among Oobe Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Oobe Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$2M 87.47322545340838% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $12.8M $1.6M ▼ -87.5%
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 EIN461275591
Plan Effective Date2020-10-01
Filing StatusFILING 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 Scatter plot of 6 data points. -5000500100015002000 0102030 Total assets ($M) Participants Oobe Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 1.602425 · Participants: 39Oobe Holdings, Inc. Employee Stock Ownership PlanAl's Liquor Store Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 25.654978 · Participants: 56Al's Liquor Store Holdings, Inc. Employee Stock Ownership PlanLife Cycle Engineering, Inc. Employee Stock Ownership Plan, Total assets ($M): 25.112249 · Participants: 373Life Cycle Engineering, Inc. Employee Stock Ownership PlanNgroup Employee Stock Ownership Plan, Total assets ($M): 24.95 · Participants: 1859Ngroup Employee Stock Ownership PlanDwg, Inc. Consulting Engineers Employee Stock Ownership Plan, Total assets ($M): 20.702964 · Participants: 31Dwg, Inc. Consulting Engineers Employee Stock Ownership PlanSynergi Employee Stock Ownership Plan, Total assets ($M): 16.915451 · Participants: 286Synergi Employee Stock Ownership Plan
Oobe Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in South Carolina, assets vs. participants
Compare Oobe Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside South Carolina, the nearest ESOP by assets is First Harrison Bank Employee Stock Ownership Plan in IN ($2M); by covered participants it is Sacred Wind Employee Stock Ownership Plan in NM (39 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (39 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 Oobe Holdings, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Oobe Holdings, Inc. Employee Stock Ownership Plan contracted severely - down 84.5% during 2024, from $10M to $2M. Reported net income was $9M.
How have Oobe Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oobe Holdings, Inc.'s sponsor-wide assets declined 87.5%, from $13M to $2M.
Which ESOP plans are similar in size to Oobe Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is First Harrison Bank Employee Stock Ownership Plan in IN ($2M, 36 participants).
Which ESOP plans cover a similar participant headcount to Oobe Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Sacred Wind Employee Stock Ownership Plan in NM (39 participants, $1M 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 461275591.

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.