ESOP · DOL Form 5500 · 2022

Zoetewey and Dykstra ESOP Tr ESOP

Data updated 2026-08-25

$159K
Total assets Small plan by assets
4
Participants Small participant base
9th
Percentile by assets National rank
$39,678
Avg per participant Low balance/head
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Official DOL plan name: Zoetewey and Dykstra, an Accountancy Corporation Employee Stock Ownership Plan · Sponsored by Zoetewey and Dykstra ESOP Tr · California · Professional & Technical Services

$159K in assets, 4 participants

Zoetewey and Dykstra ESOP Tr's Zoetewey and Dykstra, an Accountancy Corporation Employee Stock Ownership Plan reported $159K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 9th 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.

  • #1,619 in Professional & Technical Services (21,562 peers)

What the 2022 filing shows

Zoetewey and Dykstra, an Accountancy Corporation Employee Stock Ownership Plan holds $159K for 4 participants - about $39,678 per participant, among the smaller plans by assets on file.

#1,619
in Professional & Technical Services (21,562 peers)
+6.7%
assets growth YoY

Zoetewey and Dykstra, an Accountancy Corporation Employee Stock Ownership Plan among the smaller filed plans by assets

Zoetewey and Dykstra, an Accountancy Corporation Employee Stock Ownership Plan vs every filed plan by assets

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

$158,712 9th percentile higher than 9% 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

Zoetewey and Dykstra, an Accountancy Corporation Employee Stock Ownership Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Zoetewey and Dykstra, an Accountancy Corporation Employee Stock Ownership Plan is a micro filing (4 participants), the leftmost band.

Published 5500 schedule card

Filing strip 953538487 · Zoetewey and Dykstra ESOP Tr PY 2022 · ESOP

Zoetewey and Dykstra, an Accountancy Corporation Employee Stock Ownership Plan · $159K · 4 · 9th

  • EIN $159K
  • EIN 4
  • EIN 9th
  • EIN ESOP
  • EIN near Auburn Savings Bank, Fsb Employee Stock Ownership Plan
  • EIN ind #1619

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 →

Zoetewey and Dykstra, an Accountancy Corporation Employee Stock Ownership Plan in the asset neighbourhood

Zoetewey and Dykstra, an Accountancy Corporation Employee Stock Ownership PlanZoetewey and Dykstra, an Acc…$159KAuburn Savings Bank, Fsb Employee Stock Ownership PlanAuburn Savings Bank, Fsb Emp…$158KHarbinger Partners, Inc. Employee Stock Ownership PlanHarbinger Partners, Inc. Emp…$159KThe McDonald's Group, Inc. Employee Stock Ownership Plan and TrustThe McDonald's Group, Inc. E…$160KKwest Holdings, Inc. Employee Stock Ownership PlanKwest Holdings, Inc. Employe…$158K
End-of-year total assets ($M) among Zoetewey and Dykstra, an Accountancy Corporation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$149K
Net Assets (End of Year)$159K
Net Income$10K
Employer EIN953538487
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Zoetewey and Dykstra ESOP Tr)

Sponsor-wide plan assets over time

All Zoetewey and Dykstra ESOP Tr plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$0.05M$0.1M$0.15M$0.2M 20222023 $0.16M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 4 $159K
2023 1 3 N/A

Nearby ESOP Plans in California

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

Zoetewey and Dykstra, an Accountancy Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Zoetewey and Dykstra, an Accountancy Corporation Employee Stock Ownership Plan, Total assets ($B): 0.000158712 · Participants: 4Zoetewey and Dykstra, an Accountancy Corporation 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
Zoetewey and Dykstra, an Accountancy Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants

Zoetewey and Dykstra, an Accountancy Corporation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Auburn Savings Bank, Fsb Employee Stock Ownership Plan in ME ($158K); by covered participants it is Jim White Lumber Sales Inc Employee Stock Ownership Plan and Trust in MI (4 participants). Same-state nearby plans are listed separately above.

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 Zoetewey and Dykstra, an Accountancy Corporation Employee Stock Ownership Plan assets move in 2022?
Zoetewey and Dykstra, an Accountancy Corporation Employee Stock Ownership Plan grew at a solid clip - up 6.7% during 2022, from $149K to $159K. Reported net income was $10K.
Where does Zoetewey and Dykstra, an Accountancy Corporation Employee Stock Ownership Plan rank by assets among Form 5500 filers?
Zoetewey and Dykstra, an Accountancy Corporation Employee Stock Ownership Plan ranks in the 9th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Zoetewey and Dykstra, an Accountancy Corporation Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Auburn Savings Bank, Fsb Employee Stock Ownership Plan in ME ($158K, 14 participants).
Which ESOP plans cover a similar participant headcount to Zoetewey and Dykstra, an Accountancy Corporation Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Jim White Lumber Sales Inc Employee Stock Ownership Plan and Trust in MI (4 participants, $4M in assets).