ESOP · DOL Form 5500 · 2022
Dfa New York, LLC ESOP
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 22
- Participants Small participant base
- 73rd
- Percentile by assets National rank
- $680,899
- Avg per participant High balance/head
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.
- #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.
- #4,677
- in Wholesale Trade (6,843 peers)
- +7.1%
- assets growth YoY
Dfa New York Employee Stock Ownership Plan's outsized position by total assets
Dfa New York Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$14,979,786 Top 27% higher than 73% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Dfa New York 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. Dfa New York Employee Stock Ownership Plan is a small filing (22 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 272166849 · Dfa New York, LLC PY 2022 · ESOP
Dfa New York Employee Stock Ownership Plan · $15M · 22 · 73rd
- EOY $15M
- EOY 22
- EOY 73rd
- EOY ESOP
- EOY near Summit Body & Equipment, Inc. Employee Stock Ownership Plan and Trust
- EOY ind #4677
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 New York →
Dfa New York Employee Stock Ownership Plan in the asset neighbourhood
Dfa New York, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Dfa New York, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $134 99.99910546118616% vs 2022
- 2024 filing year
| 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.
- 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
Dfa New York Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside New York, the nearest ESOP by assets is Summit Body & Equipment, Inc. Employee Stock Ownership Plan and Trust in OR ($15M); by covered participants it is Johnson County Bank Employee Stock Ownership Plan in TN (22 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
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.