ESOP · DOL Form 5500 · 2022

Shalley-Dibble, Inc. Dba the Engineering Enterprise ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
43
Participants Small participant base
51st
Percentile by assets National rank
$116,268
Avg per participant Below avg balance/head
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Official DOL plan name: Shalley-Dibble, Inc. Dba the Engineering Enterprise Employee Stock Ownership Plan · Sponsored by Shalley-Dibble, Inc. Dba the Engineering Enterprise · California · Professional & Technical Services

$5M in assets, 43 participants

Shalley-Dibble, Inc. Dba the Engineering Enterprise's Shalley-Dibble, Inc. Dba the Engineering Enterprise Employee Stock Ownership Plan reported $5M in total assets and 43 participants in its 2022 DOL Form 5500 filing, ranking in the 51st 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.

  • #10,438 in Professional & Technical Services (21,562 peers)

Shalley-Dibble, Inc. Dba the Engineering Enterprise multi-year trail

Shalley-Dibble, Inc. Dba the Engineering Enterprise's plans moved +50.7% in assets from 2022 to 2024; this filing shows Shalley-Dibble, Inc. Dba the Engineering Enterprise Employee Stock Ownership Plan at $5M / 43 participants.

#10,438
in Professional & Technical Services (21,562 peers)
-0.6%
assets change YoY

The plan reported a net loss of $32K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Shalley-Dibble, Inc. Dba the Engineering Enterprise Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Shalley-Dibble, Inc. Dba the Engineering Enterprise Employee Stock Ownership Plan vs every filed plan by assets

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

$4,999,525 Top 49% higher than 51% 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

Shalley-Dibble, Inc. Dba the Engineering Enterprise 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. Shalley-Dibble, Inc. Dba the Engineering Enterprise Employee Stock Ownership Plan is a small filing (43 participants) on this national headcount ladder.

DOL schedule card

Filing strip 942437402 · Shalley-Dibble, Inc. Dba the Engineering Enterprise PY 2022 · ESOP

Shalley-Dibble, Inc. Dba the Engineering Enterprise Employee Stock Ownership Plan · $5M · 43 · 51st

  • 5500 $5M
  • 5500 43
  • 5500 51st
  • 5500 ESOP
  • 5500 near Viatech Publishing Solutions, Inc. Employee Stock Ownership Plan
  • 5500 ind #10438

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 →

Shalley-Dibble, Inc. Dba the Engineering Enterprise Employee Stock Ownership Plan in the asset neighbourhood

Altabancorp Employee Stock Ownership PlanAltabancorp Employee Stock O…$5MShalley-Dibble, Inc. Dba the Engineering Enterprise Employee Stock Ownership PlanShalley-Dibble, Inc. Dba the…$5MViatech Publishing Solutions, Inc. Employee Stock Ownership PlanViatech Publishing Solutions…$5MOtto-Meyer, Inc. Employee Stock Ownership PlanOtto-Meyer, Inc. Employee St…$5MKodabank Employee Stock Ownership PlanKodabank Employee Stock Owne…$5M
End-of-year total assets ($M) among Shalley-Dibble, Inc. Dba the Engineering Enterprise Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Shalley-Dibble, Inc. Dba the Engineering Enterprise multi-year asset trail

Sponsor-wide plan assets over time

All Shalley-Dibble, Inc. Dba the Engineering Enterprise plans reported in each filing year

Latest sponsor-wide plan assets
$8M 50.67469409593911% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $5M $7.53M ▲ +50.6%
Year Plans Participants Total Assets
2022 1 43 $5M
2023 1 45 $6M
2024 1 49 $8M

Shalley-Dibble, Inc. Dba the Engineering Enterprise filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$32K
Employer EIN942437402
Plan Effective Date1991-10-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Shalley-Dibble, Inc. Dba the Engineering Enterprise Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Shalley-Dibble, Inc. Dba the Engineering Enterprise Employee Stock Ownership Plan, Total assets ($B): 0.004999525 · Participants: 43Shalley-Dibble, Inc. Dba the Engineering Enterprise 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
Shalley-Dibble, Inc. Dba the Engineering Enterprise Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Shalley-Dibble, Inc. Dba the Engineering Enterprise Employee Stock Ownership Plan side-by-side with 3 peers →

Shalley-Dibble, Inc. Dba the Engineering Enterprise Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Viatech Publishing Solutions, Inc. Employee Stock Ownership Plan in TX ($5M); by covered participants it is Sacred Wind Employee Stock Ownership Plan in NM (43 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (43 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 Shalley-Dibble, Inc. Dba the Engineering Enterprise Employee Stock Ownership Plan assets move in 2022? ▼
Shalley-Dibble, Inc. Dba the Engineering Enterprise Employee Stock Ownership Plan held essentially flat - down 0.6% during 2022, from $5M to $5M. Reported net income was -$32K.
How have Shalley-Dibble, Inc. Dba the Engineering Enterprise plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shalley-Dibble, Inc. Dba the Engineering Enterprise's sponsor-wide assets grew 50.7%, from $5M to $8M.
Which ESOP plans are similar in size to Shalley-Dibble, Inc. Dba the Engineering Enterprise Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Viatech Publishing Solutions, Inc. Employee Stock Ownership Plan in TX ($5M, 110 participants).
Which ESOP plans cover a similar participant headcount to Shalley-Dibble, Inc. Dba the Engineering Enterprise Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Sacred Wind Employee Stock Ownership Plan in NM (43 participants, $7M 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 942437402.

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.