ESOP · DOL Form 5500 · 2022

Dks Associates ESOP

Data updated 2026-08-25

$18M
Total assets Small plan by assets
132
Participants Small participant base
76th
Percentile by assets National rank
$138,251
Avg per participant Near avg balance/head
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Official DOL plan name: Dks Associates Employee Stock Ownership Plan & Trust · Sponsored by Dks Associates · Oregon · Professional & Technical Services

$18M in assets, 132 participants

Dks Associates's Dks Associates Employee Stock Ownership Plan & Trust reported $18M in total assets and 132 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #16,378 in Professional & Technical Services (21,562 peers)

Coverage in Oregon

Dks Associates Employee Stock Ownership Plan & Trust covers 132 participants in Oregon, about 30% of the average Oregon filer (state average ~443 per filing). Assets: $18M.

#16,378
in Professional & Technical Services (21,562 peers)
+23.2%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Dks Associates Employee Stock Ownership Plan & Trust's outsized position by total assets

Dks Associates Employee Stock Ownership Plan & Trust vs every filed plan by assets

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

$18,249,146 Top 24% higher than 76% 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

Dks Associates Employee Stock Ownership Plan & Trust 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. Dks Associates Employee Stock Ownership Plan & Trust sits mid-pack in the medium band (132 participants).

Plan-year Form 5500 strip

Filing strip 942583153 · Dks Associates PY 2022 · ESOP

Dks Associates Employee Stock Ownership Plan & Trust · $18M · 132 · 76th

  • EIN $18M
  • EIN 132
  • EIN 76th
  • EIN ESOP
  • EIN near Coho Partners, Ltd Employee Stock Ownership Plan
  • EIN ind #16378

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 Oregon →

Dks Associates Employee Stock Ownership Plan & Trust in the asset neighbourhood

Pacific States Petroleum Employee Stock Ownership PlanPacific States Petroleum Emp…$18MAgricultural Services, Inc. Employee Stock Ownership PlanAgricultural Services, Inc. …$18MDks Associates Employee Stock Ownership Plan & TrustDks Associates Employee Stoc…$18MCoho Partners, Ltd Employee Stock Ownership PlanCoho Partners, Ltd Employee …$18MKerotest Industries, Inc. Employee Stock Ownership PlanKerotest Industries, Inc. Em…$18M
End-of-year total assets ($M) among Dks Associates Employee Stock Ownership Plan & Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Oregon filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$14M
Net Income$3M
Employer EIN942583153
Plan Effective Date2005-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dks Associates)

Sponsor-wide plan assets over time

All Dks Associates plans reported in each filing year

Latest sponsor-wide plan assets
$56M 33.739585572115274% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $41.7M $55.8M ▲ +33.7%
Year Plans Participants Total Assets
2022 2 257 $42M
2023 2 278 $50M
2024 2 305 $56M

Nearby ESOP Plans in Oregon

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

Dks Associates Employee Stock Ownership Plan & Trust vs. nearby ESOP plans in Oregon, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 0100200300 Total assets ($M) Participants Dks Associates Employee Stock Ownership Plan & Trust, Total assets ($M): 18.249146 · Participants: 132Dks Associates Employee Stock Ownership Plan & TrustBi-Mart Corporation Employee Stock Ownership Plan, Total assets ($M): 259.302569 · Participants: 1947Bi-Mart Corporation Employee Stock Ownership PlanBob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan, Total assets ($M): 221.711122 · Participants: 561Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership PlanPacific Industrial Corp. Employee Stock Ownership Plan, Total assets ($M): 126.652835 · Participants: 57Pacific Industrial Corp. Employee Stock Ownership PlanKey Knife, Inc. Employee Stock Ownership Plan, Total assets ($M): 111.836432 · Participants: 68Key Knife, Inc. Employee Stock Ownership PlanNorthwest Pump & Equipment Co. Employee Stock Ownership Plan, Total assets ($M): 84.932648 · Participants: 204Northwest Pump & Equipment Co. Employee Stock Ownership Plan
Dks Associates Employee Stock Ownership Plan & Trust vs. nearby ESOP plans in Oregon, assets vs. participants
Compare Dks Associates Employee Stock Ownership Plan & Trust side-by-side with 3 peers →

Dks Associates Employee Stock Ownership Plan & Trust's out-of-state ESOP peers by assets and headcount

Outside Oregon, the nearest ESOP by assets is Coho Partners, Ltd Employee Stock Ownership Plan in PA ($18M); by covered participants it is Kappler, Inc. Employee Stock Ownership Plan in AL (132 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (132 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 Dks Associates Employee Stock Ownership Plan & Trust assets move in 2022? ▼
Dks Associates Employee Stock Ownership Plan & Trust grew sharply - up 23.2% during 2022, from $15M to $18M. Reported net income was $3M.
How have Dks Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dks Associates's sponsor-wide assets grew 33.7%, from $42M to $56M.
Where does Dks Associates Employee Stock Ownership Plan & Trust rank by assets among Form 5500 filers? ▼
Dks Associates Employee Stock Ownership Plan & Trust ranks in the 76th 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 Dks Associates Employee Stock Ownership Plan & Trust? ▼
Among ESOP plans in other states, the closest by assets is Coho Partners, Ltd Employee Stock Ownership Plan in PA ($18M, 27 participants).
Which ESOP plans cover a similar participant headcount to Dks Associates Employee Stock Ownership Plan & Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Kappler, Inc. Employee Stock Ownership Plan in AL (132 participants, $684K 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 942583153.

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.