ESOP · DOL Form 5500 · 2022

Dorsett & Jackson, Inc. ESOP

Data updated 2026-08-11

$25M
Total assets
22
Participants
80th
Percentile by assets
$1.1M
Avg per participant
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Official DOL plan name: Dorsett & Jackson, Inc. Employee Stock Ownership Plan · Sponsored by Dorsett & Jackson, Inc. · California · Manufacturing

$25M in assets, 22 participants

Dorsett & Jackson, Inc.'s Dorsett & Jackson, Inc. Employee Stock Ownership Plan reported $25M in total assets and 22 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • 80th percentile by assets (of 139,126 plans)
  • #14,895 in Manufacturing (20,602 peers)

Where Dorsett & Jackson, Inc. Employee Stock Ownership Plan sits by assets

Dorsett & Jackson, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $25M for 22 participants (~$1.1M/participant), up 58.6% in 2022.

$25M
total plan assets (2022 EOY)
22
covered participants
80th
percentile by assets (of 139,126 plans)
$1.1M
avg assets per participant
State
Industry

Dorsett & Jackson, Inc. Employee Stock Ownership Plan vs the 2022 asset distribution

By assets, Dorsett & Jackson, Inc. Employee Stock Ownership Plan outranks 80% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$23M
Net Income$8M
Employer EIN951945696
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dorsett & Jackson, Inc.)

$24.5M$25M$25.5M$26M$26.5M$27M 202220232024 $24.9M $26.5M ▲ +6.4%
Total plan assets by year, all Dorsett & Jackson, Inc. plans on file
Year Plans Participants Total Assets
2022 1 22 $25M
2023 1 19 $26M
2024 1 20 $26M

Nearby ESOP Plans in California

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

Dorsett & Jackson, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants

Dorsett & Jackson, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Dorsett & Jackson, I…Parsons Employee Sto…Acco Employee Stock …Rosendin Electric, I…Recology Employee St…Agron, Inc. Employee…
Dorsett & Jackson, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Dorsett & Jackson, Inc. Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Dorsett & Jackson, Inc. Employee Stock Ownership Plan assets move in 2022?
Dorsett & Jackson, Inc. Employee Stock Ownership Plan surged - up 58.6% during 2022, from $16M to $25M. Reported net income was $8M.
How have Dorsett & Jackson, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Dorsett & Jackson, Inc.'s sponsor-wide assets grew 6.4%, from $25M to $26M.
Where does Dorsett & Jackson, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers?
Dorsett & Jackson, Inc. Employee Stock Ownership Plan ranks in the 80th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Dorsett & Jackson, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan in MD ($25M, 458 participants).

Next read for Dorsett & Jackson, Inc. Employee Stock O…

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Ways to act on Dorsett & Jackson, Inc. Employee Stock Ownership Plan's numbers.

  • By total assets, Dorsett & Jackson, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in California. Compare plans
  • Dorsett & Jackson, Inc.'s sponsor-wide assets have grown 6.4% since 2022 across 3 plan years on file. More Manufacturing plans