ESOP · DOL Form 5500 · 2023

Dorsett & Jackson, Inc. ESOP

Data updated 2026-08-25

$26M
Total assets Below avg plan size
19
Participants Small participant base
77th
Percentile by assets National rank
$1.4M
Avg per participant High balance/head
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Official DOL plan name: Dorsett & Jackson, Inc. Employee Stock Ownership Plan · Sponsored by Dorsett & Jackson, Inc. · California · Manufacturing

$26M in assets, 19 participants

Dorsett & Jackson, Inc.'s Dorsett & Jackson, Inc. Employee Stock Ownership Plan reported $26M in total assets and 19 participants in its 2023 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.

  • #12,754 in Manufacturing (18,722 peers)

Where Dorsett & Jackson, Inc. Employee Stock Ownership Plan sits by assets

Dorsett & Jackson, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $26M for 19 participants (~$1.4M/participant), up 3.9% in 2023.

#12,754
in Manufacturing (18,722 peers)
+3.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Dorsett & Jackson, Inc. Employee Stock Ownership Plan's outsized position by total assets

Dorsett & Jackson, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$25,855,182 Top 23% higher than 77% of 127,068 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 2023

Dorsett & Jackson, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dorsett & Jackson, Inc. Employee Stock Ownership Plan is a small filing (19 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Dorsett & Jackson, Inc. Employee Stock Ownership Plan reported net income fell from $8M in the plan year 2022 filing to $689K in the plan year 2023 filing.
  • Dorsett & Jackson, Inc. Employee Stock Ownership Plan reported participants fell from 22 in the plan year 2022 filing to 19 in the plan year 2023 filing.
  • Dorsett & Jackson, Inc. Employee Stock Ownership Plan end-of-year assets rose from $25M in the plan year 2022 filing to $26M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 951945696 · Dorsett & Jackson, Inc. PY 2023 · ESOP

Dorsett & Jackson, Inc. Employee Stock Ownership Plan · $26M · 19 · 77th

  • BOY $26M
  • BOY 19
  • BOY 77th
  • BOY ESOP
  • BOY near Gha Technologies, Inc. Employee Stock Ownership Plan
  • BOY ind #12754

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 →

Dorsett & Jackson, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Fidelity Profit Sharing Plan - an ESOPFidelity Profit Sharing Plan…$26MWoodland Partners, Inc. Employee Stock Ownership PlanWoodland Partners, Inc. Empl…$26MDorsett & Jackson, Inc. Employee Stock Ownership PlanDorsett & Jackson, Inc. Empl…$26MGha Technologies, Inc. Employee Stock Ownership PlanGha Technologies, Inc. Emplo…$26MConsolidated Minerals, Inc. Employee Stock Ownership PlanConsolidated Minerals, Inc. …$26M
End-of-year total assets ($M) among Dorsett & Jackson, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$24M
Net Income$689K
Employer EIN951945696
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dorsett & Jackson, Inc.)

Sponsor-wide plan assets over time

All Dorsett & Jackson, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 6.447544870505897% vs 2022
2024 filing year
$24.5M$25M$25.5M$26M$26.5M$27M 202220232024 $24.9M $26.5M ▲ +6.4%
Year Plans Participants Total Assets
2022 1 22 $25M
2023 1 19 $26M
2024 1 20 $26M

Nearby ESOP Plans in California

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

Dorsett & Jackson, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Dorsett & Jackson, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.025855182 · Participants: 19Dorsett & Jackson, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Dorsett & Jackson, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Dorsett & Jackson, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Dorsett & Jackson, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Gha Technologies, Inc. Employee Stock Ownership Plan in AZ ($26M); by covered participants it is Ritchie Industries, Inc. Employee Stock Ownership Plan in IA (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Dorsett & Jackson, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Dorsett & Jackson, Inc. Employee Stock Ownership Plan edged up modestly - up 3.9% during 2023, from $25M to $26M. Reported net income was $689K.
How have Dorsett & Jackson, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dorsett & Jackson, Inc.'s sponsor-wide assets grew 6.4%, from $25M to $26M.
Where does Dorsett & Jackson, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Dorsett & Jackson, Inc. Employee Stock Ownership Plan ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Dorsett & Jackson, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Gha Technologies, Inc. Employee Stock Ownership Plan in AZ ($26M, 173 participants).
Which ESOP plans cover a similar participant headcount to Dorsett & Jackson, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ritchie Industries, Inc. Employee Stock Ownership Plan in IA (19 participants, $32M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 951945696.

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.