ESOP · DOL Form 5500 · 2022

Dorsett & Jackson, Inc. ESOP

Data updated 2026-08-25

$25M
Total assets Small plan by assets
22
Participants Small participant base
80th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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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.

  • #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.

#14,895
in Manufacturing (20,602 peers)
+58.6%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Dorsett & Jackson, Inc. Employee Stock Ownership Plan's outsized position by total assets

Dorsett & Jackson, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$24,885,612 Top 20% higher than 80% of 139,123 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 2022

Dorsett & Jackson, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dorsett & Jackson, Inc. Employee Stock Ownership Plan is a small filing (22 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 951945696 · Dorsett & Jackson, Inc. PY 2022 · ESOP

Dorsett & Jackson, Inc. Employee Stock Ownership Plan · $25M · 22 · 80th

  • 5500 $25M
  • 5500 22
  • 5500 80th
  • 5500 ESOP
  • 5500 near A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan
  • 5500 ind #14895

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 →

Dorsett & Jackson, Inc. Employee Stock Ownership Plan in the asset neighbourhood

A. Morton Thomas and Associates, Inc. Employee Stock Ownership PlanA. Morton Thomas and Associa…$25MDorsett & Jackson, Inc. Employee Stock Ownership PlanDorsett & Jackson, Inc. Empl…$25MFirst State Bancorp of Monticello, Inc. ESOPFirst State Bancorp of Monti…$25MEast Coast Drilling and Blasting, Inc. Employee Stock Ownership PlanEast Coast Drilling and Blas…$25MS. Rothschild & Co., Inc. Employee Stock Ownership PlanS. Rothschild & Co., Inc. Em…$25M
End-of-year total assets ($M) among Dorsett & Jackson, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

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.)

Sponsor-wide plan assets over time

All Dorsett & Jackson, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 6.447544870505897% vs 2022
2024 filing year
$24.5M$25M$25.5M$26M$26.5M$27M 202220232024 $24.9M $26.5M ▲ +6.4%
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 Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Dorsett & Jackson, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.024885612 · Participants: 22Dorsett & Jackson, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
Dorsett & Jackson, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Dorsett & Jackson, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Dorsett & Jackson, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan in MD ($25M); by covered participants it is Johnson County Bank Employee Stock Ownership Plan in TN (22 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (22 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which ESOP plans cover a similar participant headcount to Dorsett & Jackson, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Johnson County Bank Employee Stock Ownership Plan in TN (22 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 951945696.

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.