ESOP · DOL Form 5500 · 2023

Dix.Hite + Partners, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
45
Participants Small participant base
32nd
Percentile by assets National rank
$49,344
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Dix.Hite ESOP and Trust · Sponsored by Dix.Hite + Partners, Inc. · Florida · Professional & Technical Services

$2M in assets, 45 participants

Dix.Hite + Partners, Inc.'s Dix.Hite ESOP and Trust reported $2M in total assets and 45 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,655 in Professional & Technical Services (20,321 peers)

Dix.Hite + Partners, Inc. multi-year trail

Dix.Hite + Partners, Inc.'s plans moved +56.0% in assets from 2022 to 2024; this filing shows Dix.Hite ESOP and Trust at $2M / 45 participants.

#5,655
in Professional & Technical Services (20,321 peers)
+91.3%
assets growth YoY

Dix.Hite ESOP and Trust among the smaller filed plans by assets

Dix.Hite ESOP and Trust vs every filed plan by assets

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

$2,220,500 32nd percentile higher than 32% 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

Dix.Hite ESOP and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dix.Hite ESOP and Trust is a small filing (45 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Dix.Hite ESOP and Trust end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Dix.Hite ESOP and Trust reported net income rose from $686K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Dix.Hite ESOP and Trust reported participants rose from 42 in the plan year 2022 filing to 45 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 593368091 · Dix.Hite + Partners, Inc. PY 2023 · ESOP

Dix.Hite ESOP and Trust · $2M · 45 · 32nd

  • SCH $2M
  • EBSA 45
  • PART 32nd
  • TYPE ESOP
  • NET near Kimball Management Corporation Employee Stock Ownership Plan
  • BOOK ind #5655

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 Florida →

Dix.Hite ESOP and Trust in the asset neighbourhood

Dix.Hite ESOP and Trust$2MKimball Management Corporation Employee Stock Ownership PlanKimball Management Corporati…$2MC.C. Sharrow Co. Inc. Employee Stock Ownership PlanC.C. Sharrow Co. Inc. Employ…$2MBuilders Steel Company Employee Stock Ownership Plan and TrustBuilders Steel Company Emplo…$2MAllgeier, Martin & Associates, Inc. Employee Stock Ownership PlanAllgeier, Martin & Associate…$2M
End-of-year total assets ($M) among Dix.Hite ESOP and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Dix.Hite + Partners, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Dix.Hite + Partners, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 56.010685049547604% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $1.16M $1.81M ▲ +56.0%
Year Plans Participants Total Assets
2022 1 42 $1M
2023 1 45 $2M
2024 1 40 $2M

Dix.Hite + Partners, Inc. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$1M
Employer EIN593368091
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Florida

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

Dix.Hite ESOP and Trust vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -5051015 Total assets ($B) Participants Dix.Hite ESOP and Trust, Total assets ($B): 0.0022205 · Participants: 45Dix.Hite ESOP and TrustPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 11.810430673 · Participants: 141229Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 0.836004639 · Participants: 15500Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanRsr Employee Stock Ownership Plan, Total assets ($B): 0.390019755 · Participants: 382Rsr Employee Stock Ownership PlanSummit Companies Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.367604547 · Participants: 233Summit Companies Holdings, Inc. Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.324400117 · Participants: 5365Thirty Fifteen Employee Stock Ownership Plan
Dix.Hite ESOP and Trust vs. nearby ESOP plans in Florida, assets vs. participants
Compare Dix.Hite ESOP and Trust side-by-side with 3 peers →

Dix.Hite ESOP and Trust's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Kimball Management Corporation Employee Stock Ownership Plan in UT ($2M); by covered participants it is Adams Management Employee Stock Ownership Plan in GA (45 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (45 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 Dix.Hite ESOP and Trust assets move in 2023? ▼
Dix.Hite ESOP and Trust surged - up 91.3% during 2023, from $1M to $2M. Reported net income was $1M.
How have Dix.Hite + Partners, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dix.Hite + Partners, Inc.'s sponsor-wide assets grew 56.0%, from $1M to $2M.
Which ESOP plans are similar in size to Dix.Hite ESOP and Trust? ▼
Among ESOP plans in other states, the closest by assets is Kimball Management Corporation Employee Stock Ownership Plan in UT ($2M, 120 participants).
Which ESOP plans cover a similar participant headcount to Dix.Hite ESOP and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Adams Management Employee Stock Ownership Plan in GA (45 participants, $7M 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 593368091.

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.