ESOP · DOL Form 5500 · 2022

Clark Dietz, Inc. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
106
Participants Small participant base
56th
Percentile by assets National rank
$62,909
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Clark Dietz, Inc. Employee Stock Ownership Plan · Sponsored by Clark Dietz, Inc. · Illinois · Professional & Technical Services

$7M in assets, 106 participants

Clark Dietz, Inc.'s Clark Dietz, Inc. Employee Stock Ownership Plan reported $7M in total assets and 106 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.

  • #11,784 in Professional & Technical Services (21,562 peers)

Coverage in Illinois

Clark Dietz, Inc. Employee Stock Ownership Plan covers 106 participants in Illinois, about 14% of the average Illinois filer (state average ~779 per filing). Assets: $7M.

#11,784
in Professional & Technical Services (21,562 peers)
+41.6%
assets growth YoY

Clark Dietz, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Clark Dietz, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$6,668,393 Top 44% higher than 56% 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

Clark Dietz, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Clark Dietz, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (106 participants).

Form 5500 schedule snapshot

Filing strip 371212051 · Clark Dietz, Inc. PY 2022 · ESOP

Clark Dietz, Inc. Employee Stock Ownership Plan · $7M · 106 · 56th

  • EBSA $7M
  • EBSA 106
  • EBSA 56th
  • EBSA ESOP
  • EBSA near Chelsea Green Publishing Company Employee Stock Ownership Plan
  • EBSA ind #11784

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 Illinois →

Clark Dietz, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Clark Dietz, Inc. Employee Stock Ownership PlanClark Dietz, Inc. Employee S…$7MChelsea Green Publishing Company Employee Stock Ownership PlanChelsea Green Publishing Com…$7MAztalan Engineering Employee Stock Ownership PlanAztalan Engineering Employee…$7MCurtis Restaurant Equipment, Inc. Employee Stock Ownership Plan and TrustCurtis Restaurant Equipment,…$7MDelta Tech Service, Inc. Employee Stock Ownership PlanDelta Tech Service, Inc. Emp…$7M
End-of-year total assets ($M) among Clark Dietz, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN371212051
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Clark Dietz, Inc.)

Sponsor-wide plan assets over time

All Clark Dietz, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$47M 38.52172849048161% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $34.3M $47.5M ▲ +38.5%
Year Plans Participants Total Assets
2022 2 223 $34M
2023 2 278 $40M
2024 2 335 $47M

Nearby ESOP Plans in Illinois

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

Clark Dietz, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Clark Dietz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.006668393 · Participants: 106Clark Dietz, Inc. Employee Stock Ownership PlanAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 3.751765578 · Participants: 4361Amsted Industries Incorporated Employees' Stock Ownership PlanOri 401(k) Savings and Profit Sharing Plan, Total assets ($B): 1.70457972 · Participants: 10023Ori 401(k) Savings and Profit Sharing PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.163229548 · Participants: 3905Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 0.970067277 · Participants: 495Scot Forge Company Employee Stock Ownership PlanRli Corp. Employee Stock Ownership Plan, Total assets ($B): 0.341695997 · Participants: 826Rli Corp. Employee Stock Ownership Plan
Clark Dietz, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Clark Dietz, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest ESOP by assets is Chelsea Green Publishing Company Employee Stock Ownership Plan in VT ($7M); by covered participants it is Clickstop, Inc. Employee Stock Ownership Plan in IA (106 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (106 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 Clark Dietz, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Clark Dietz, Inc. Employee Stock Ownership Plan surged - up 41.6% during 2022, from $5M to $7M. Reported net income was $2M.
How have Clark Dietz, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Clark Dietz, Inc.'s sponsor-wide assets grew 38.5%, from $34M to $47M.
Which ESOP plans are similar in size to Clark Dietz, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Chelsea Green Publishing Company Employee Stock Ownership Plan in VT ($7M, 17 participants).
Which ESOP plans cover a similar participant headcount to Clark Dietz, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Clickstop, Inc. Employee Stock Ownership Plan in IA (106 participants, $449K 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 371212051.

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.