ESOP · DOL Form 5500 · 2022

J. W. Dangelo Company, Inc. ESOP

Data updated 2026-08-25

$19M
Total assets Small plan by assets
49
Participants Small participant base
77th
Percentile by assets National rank
$389,606
Avg per participant High balance/head
PlainRetire home → About this data

Official DOL plan name: Dangelo Co. Employee Stock Ownership Plan · Sponsored by J. W. Dangelo Company, Inc. · California · Wholesale Trade

$19M in assets, 49 participants

J. W. Dangelo Company, Inc.'s Dangelo Co. Employee Stock Ownership Plan reported $19M in total assets and 49 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #5,054 in Wholesale Trade (6,843 peers)

Where Dangelo Co. Employee Stock Ownership Plan sits by assets

Dangelo Co. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $19M for 49 participants (~$389,606/participant), down 41.0% in 2022.

#5,054
in Wholesale Trade (6,843 peers)
-41.0%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Dangelo Co. Employee Stock Ownership Plan's outsized position by total assets

Dangelo Co. Employee Stock Ownership Plan vs every filed plan by assets

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

$19,090,699 Top 23% higher than 77% 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

Dangelo Co. 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. Dangelo Co. Employee Stock Ownership Plan is a small filing (49 participants) on this national headcount ladder.

DOL schedule card

Filing strip 330312877 · J. W. Dangelo Company, Inc. PY 2022 · ESOP

Dangelo Co. Employee Stock Ownership Plan · $19M · 49 · 77th

  • IND $19M
  • IND 49
  • IND 77th
  • IND ESOP
  • IND near Baumgartner & Company, LLC Profit Sharing Plan
  • IND ind #5054

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 →

Dangelo Co. Employee Stock Ownership Plan in the asset neighbourhood

Pcg Exchange, Inc. Employee Stock Ownership PlanPcg Exchange, Inc. Employee …$19MBaumgartner & Company, LLC Profit Sharing PlanBaumgartner & Company, LLC P…$19MDangelo Co. Employee Stock Ownership PlanDangelo Co. Employee Stock O…$19MHager Sharp, Inc. Employee Stock Ownership PlanHager Sharp, Inc. Employee S…$19ME.V.S. Ltd. Employee Stock Ownership PlanE.V.S. Ltd. Employee Stock O…$19M
End-of-year total assets ($M) among Dangelo Co. 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)$32M
Net Assets (End of Year)$18M
Net Income-$5M
Employer EIN330312877
Plan Effective Date2017-10-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Dangelo Co. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Dangelo Co. Employee Stock Ownership Plan, Total assets ($B): 0.019090699 · Participants: 49Dangelo Co. 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
Dangelo Co. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Dangelo Co. Employee Stock Ownership Plan side-by-side with 3 peers →

Dangelo Co. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Baumgartner & Company, LLC Profit Sharing Plan in IN ($19M); by covered participants it is Csb Bancshares Inc Amended Employee Stock Ownership Plan in KS (49 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (49 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 Dangelo Co. Employee Stock Ownership Plan assets move in 2022? ▼
Dangelo Co. Employee Stock Ownership Plan contracted severely - down 41.0% during 2022, from $32M to $19M. Reported net income was -$5M.
Where does Dangelo Co. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Dangelo Co. Employee Stock Ownership Plan ranks in the 77th 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 Dangelo Co. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Baumgartner & Company, LLC Profit Sharing Plan in IN ($19M, 74 participants).
Which ESOP plans cover a similar participant headcount to Dangelo Co. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Csb Bancshares Inc Amended Employee Stock Ownership Plan in KS (49 participants, $10M 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 330312877.

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.