ESOP · DOL Form 5500 · 2022
Dfa New York, LLC ESOP
Data updated 2026-08-11
- $15M
- Total assets
- 22
- Participants
- 73rd
- Percentile by assets
- $680,899
- Avg per participant
Official DOL plan name: Dfa New York Employee Stock Ownership Plan · Sponsored by Dfa New York, LLC · New York · Wholesale Trade
$15M in assets, 22 participants
Dfa New York, LLC's Dfa New York Employee Stock Ownership Plan reported $15M in total assets and 22 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.
- 73rd percentile by assets (of 139,126 plans)
- #4,677 in Wholesale Trade (6,843 peers)
Dfa New York, LLC multi-year trail
Dfa New York, LLC's plans moved -100.0% in assets from 2022 to 2024; this filing shows Dfa New York Employee Stock Ownership Plan at $15M / 22 participants.
- $15M
- total plan assets (2022 EOY)
- 22
- covered participants
- 73rd
- percentile by assets (of 139,126 plans)
- $680,899
- avg assets per participant
Dfa New York, LLC across 2 plan years on file
Across the 2 plan years Dfa New York, LLC has on file (2022-2024), sponsor-wide plan assets have moved from $15M to $134, a decline of 100.0%, while reported participants moved from 22 to 10 (-54.5%).
Dfa New York, LLC multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 22 | $15M |
| 2024 | 1 | 10 | $134 |
Dfa New York, LLC filing trail (2022)
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | -$18M |
| Net Income | $2M |
| Employer EIN | 272166849 |
| Plan Effective Date | 2018-04-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in New York
Peer ESOP plans, same state, same plan type, ranked by total assets.
Dfa New York Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
- Stewart's Shops Corp Employee Stock Ownership Plan $782M · 3,443
- Lewis Tree Service Employee Stock Ownership Plan $384M · 3,307
- H.C. Wainwright & Co. Employee Stock Ownership Plan $293M · 118
- Greenman-Pedersen, Inc. Employee Stock Ownership Plan $207M · 1,611
- Griffon Corporation Employee Stock Ownership Plan $184M · 3,775
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Dfa New York Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Multi-year trail
Ways to act on Dfa New York Employee Stock Ownership Plan's numbers.
- By total assets, Dfa New York Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in New York. Compare plans
- Dfa New York, LLC's sponsor-wide assets have declined 100.0% since 2022 across 2 plan years on file. More Wholesale Trade plans