ESOP · DOL Form 5500 · 2023

D.P. Nicoli, Inc. ESOP

Data updated 2026-08-11

$12M
Total assets
76
Participants
63rd
Percentile by assets
$162,763
Avg per participant
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Official DOL plan name: Dp Nicoli Employee Stock Ownership Plan · Sponsored by D.P. Nicoli, Inc. · Oregon · Real Estate

$12M in assets, 76 participants

D.P. Nicoli, Inc.'s Dp Nicoli Employee Stock Ownership Plan reported $12M in total assets and 76 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • 63rd percentile by assets (of 127,072 plans)
  • #3,767 in Real Estate (4,727 peers)

D.P. Nicoli, Inc. multi-year trail

D.P. Nicoli, Inc.'s plans moved +165.1% in assets from 2022 to 2024; this filing shows Dp Nicoli Employee Stock Ownership Plan at $12M / 76 participants.

$12M
total plan assets (2023 EOY)
76
covered participants
63rd
percentile by assets (of 127,072 plans)
$162,763
avg assets per participant

Where Dp Nicoli Employee Stock Ownership Plan sits by total assets

Dp Nicoli Employee Stock Ownership Plan vs every filed plan by assets

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

$12,370,009 Top 37% higher than 63% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Dp Nicoli Employee Stock Ownership Plan reported net income fell from $7M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Dp Nicoli Employee Stock Ownership Plan end-of-year assets rose from $9M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Dp Nicoli Employee Stock Ownership Plan reported participants rose from N/A in the plan year 2022 filing to 76 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Industry

D.P. Nicoli, Inc. across 3 plan years on file

Across the 3 plan years D.P. Nicoli, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $9M to $23M, a gain of 165.1%. Peak year by sponsor assets: 2024 ($23M); trough: 2022 ($9M).

D.P. Nicoli, Inc. multi-year asset trail

$5M$10M$15M$20M$25M 202220232024 $8.85M $23.5M ▲ +165.1%
Total plan assets by year, all D.P. Nicoli, Inc. plans on file
Year Plans Participants Total Assets
2022 1 N/A $9M
2023 1 76 $12M
2024 1 85 $23M

D.P. Nicoli, Inc. filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$12M
Net Income$4M
Employer EIN930820835
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Oregon

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

Dp Nicoli Employee Stock Ownership Plan vs. nearby ESOP plans in Oregon, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 050100150200250 Total assets ($M) Participants Dp Nicoli Employee S…, Total assets ($M): 12.370009 · Participants: 76Dp Nicoli Employee S…Bob's Red Mill Natur…, Total assets ($M): 235.753413 · Participants: 580Bob's Red Mill Natur…Bi-Mart Corporation …, Total assets ($M): 210.231629 · Participants: 1981Bi-Mart Corporation …Pacific Industrial C…, Total assets ($M): 204.304035 · Participants: 71Pacific Industrial C…Key Knife, Inc. Empl…, Total assets ($M): 168.331686 · Participants: 69Key Knife, Inc. Empl…Northwest Pump & Equ…, Total assets ($M): 73.155492 · Participants: 200Northwest Pump & Equ…
Dp Nicoli Employee Stock Ownership Plan vs. nearby ESOP plans in Oregon, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Dp Nicoli Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Dp Nicoli Employee Stock Ownership Plan assets move in 2023?
Dp Nicoli Employee Stock Ownership Plan surged - up 39.8% during 2023, from $9M to $12M. Reported net income was $4M.
How have D.P. Nicoli, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), D.P. Nicoli, Inc.'s sponsor-wide assets grew 165.1%, from $9M to $23M.
Which ESOP plans are similar in size to Dp Nicoli Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Delta Pipeline, Inc. Employee Stock Ownership Plan in CA ($12M, 70 participants).

Next read for Dp Nicoli Employee Stock Ownership Plan

Multi-year trail

Ways to act on Dp Nicoli Employee Stock Ownership Plan's numbers.