ESOP · DOL Form 5500 · 2023

Zoetewey and Dykstra ESOP Tr ESOP

Data updated 2026-08-25

N/A
Total assets
3
Participants Small participant base
PlainRetire home → About this data RSS: change history

Official DOL plan name: Zoetewey and Dykstra, an Accountancy Corporation Employee Stock Ownership Plan · Sponsored by Zoetewey and Dykstra ESOP Tr · California · Professional & Technical Services

N/A in assets, 3 participants

Zoetewey and Dykstra ESOP Tr's Zoetewey and Dykstra, an Accountancy Corporation Employee Stock Ownership Plan reported N/A in total assets and 3 participants in its 2023 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

What the 2023 filing shows

Zoetewey and Dykstra, an Accountancy Corporation Employee Stock Ownership Plan holds N/A for 3 participants.

-$159K
reported net income

The plan reported a net loss of $159K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Zoetewey and Dykstra, an Accountancy Corporation Employee Stock Ownership Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Zoetewey and Dykstra, an Accountancy Corporation Employee Stock Ownership Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Zoetewey and Dykstra, an Accountancy Corporation Employee Stock Ownership Plan reported net income fell from $10K in the plan year 2022 filing to -$159K in the plan year 2023 filing.
  • Zoetewey and Dykstra, an Accountancy Corporation Employee Stock Ownership Plan reported participants fell from 4 in the plan year 2022 filing to 3 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 953538487 · Zoetewey and Dykstra ESOP Tr PY 2023 · ESOP

Zoetewey and Dykstra, an Accountancy Corporation Employee Stock Ownership Plan · N/A · 3

  • NET N/A
  • NET 3
  • NET PY 2023
  • NET ESOP
  • NET near Southern Community Bancshares, Inc. ESOP
  • NET -$159K

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 →

Filing particulars (2023)

Total Assets (Beginning of Year)$159K
Net Assets (End of Year)N/A
Net Income-$159K
Employer EIN953538487
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Zoetewey and Dykstra ESOP Tr)

Sponsor-wide plan assets over time

All Zoetewey and Dykstra ESOP Tr plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$0.05M$0.1M$0.15M$0.2M 20222023 $0.16M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 4 $159K
2023 1 3 N/A

Nearby ESOP Plans in California

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

Zoetewey and Dykstra, an Accountancy Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 5 data points. -20000200040006000800010000 01234 Total assets ($B) Participants Parsons Employee Stock Ownership Plan, Total assets ($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
Zoetewey and Dykstra, an Accountancy Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants

Zoetewey and Dykstra, an Accountancy Corporation Employee Stock Ownership Plan's closest out-of-state ESOP peers by headcount

Outside California, the nearest ESOP by covered participants is Southern Community Bancshares, Inc. ESOP in AL (3 participants; this filing: 3 participants).

Similar participant headcount

Nearest other-state filings by covered participants (3 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

Which ESOP plans cover a similar participant headcount to Zoetewey and Dykstra, an Accountancy Corporation Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Southern Community Bancshares, Inc. ESOP in AL (3 participants, $2M in assets).