ESOP · DOL Form 5500 · 2022

Dks Associates ESOP

Data updated 2026-08-11

$18M
Total assets
132
Participants
76th
Percentile by assets
$138,251
Avg per participant
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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.

  • 76th percentile by assets (of 139,126 plans)
  • #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.

$18M
total plan assets (2022 EOY)
132
covered participants
76th
percentile by assets (of 139,126 plans)
$138,251
avg assets per participant

Participants vs Oregon filers

In Oregon, the average filing covers about 443 participants across 1,736 plans. Dks Associates Employee Stock Ownership Plan & Trust reports 132 participants - about 30% of that state average ($18M EOY assets).

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)

$40M$45M$50M$55M$60M 202220232024 $41.7M $55.8M ▲ +33.7%
Total plan assets by year, all Dks Associates plans on file
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

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 Emplo…Bi-Mart Corporation …Bob's Red Mill Natur…Pacific Industrial C…Key Knife, Inc. Empl…Northwest Pump & Equ…
Dks Associates Employee Stock Ownership Plan & Trust vs. nearby ESOP plans in Oregon, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Dks Associates Employee Stock Ownership Plan & Trust by total assets, not by location.

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).

Next read for Dks Associates Employee Stock Ownership …

Filing takeaways

Ways to act on Dks Associates Employee Stock Ownership Plan & Trust's numbers.