ESOP · DOL Form 5500 · 2023

Clark Dietz, Inc. ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
140
Participants Small participant base
56th
Percentile by assets National rank
$63,655
Avg per participant Low balance/head
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Official DOL plan name: Clark Dietz, Inc. Employee Stock Ownership Plan · Sponsored by Clark Dietz, Inc. · Illinois · Professional & Technical Services

$9M in assets, 140 participants

Clark Dietz, Inc.'s Clark Dietz, Inc. Employee Stock Ownership Plan reported $9M in total assets and 140 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #11,077 in Professional & Technical Services (20,321 peers)

Coverage in Illinois

Clark Dietz, Inc. Employee Stock Ownership Plan covers 140 participants in Illinois, about 18% of the average Illinois filer (state average ~779 per filing). Assets: $9M.

#11,077
in Professional & Technical Services (20,321 peers)
+33.6%
assets growth YoY

Clark Dietz, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Clark Dietz, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$8,911,718 Top 44% higher than 56% 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

Clark Dietz, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Clark Dietz, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (140 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Clark Dietz, Inc. Employee Stock Ownership Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Clark Dietz, Inc. Employee Stock Ownership Plan reported participants rose from 106 in the plan year 2022 filing to 140 in the plan year 2023 filing.
  • Clark Dietz, Inc. Employee Stock Ownership Plan reported net income rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 371212051 · Clark Dietz, Inc. PY 2023 · ESOP

Clark Dietz, Inc. Employee Stock Ownership Plan · $9M · 140 · 56th

  • ASSETS $9M
  • ASSETS 140
  • ASSETS 56th
  • ASSETS ESOP
  • ASSETS near Selway Machine Tool Co., Inc. Employee Stock Ownership Plan
  • ASSETS ind #11077

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 Illinois →

Clark Dietz, Inc. Employee Stock Ownership Plan in the asset neighbourhood

H. a. Dehart & Son, Inc. Employee Stock Ownership PlanH. a. Dehart & Son, Inc. Emp…$9MAdvantage Electric & Controls, Inc. Employee Stock Ownership PlanAdvantage Electric & Control…$9MClark Dietz, Inc. Employee Stock Ownership PlanClark Dietz, Inc. Employee S…$9MSelway Machine Tool Co., Inc. Employee Stock Ownership PlanSelway Machine Tool Co., Inc…$9MPioneer General Contractors, Inc. Employee Stock Ownership PlanPioneer General Contractors,…$9M
End-of-year total assets ($M) among Clark Dietz, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN371212051
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Clark Dietz, Inc.)

Sponsor-wide plan assets over time

All Clark Dietz, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$47M 38.52172849048161% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $34.3M $47.5M ▲ +38.5%
Year Plans Participants Total Assets
2022 2 223 $34M
2023 2 278 $40M
2024 2 335 $47M

Nearby ESOP Plans in Illinois

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

Clark Dietz, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Clark Dietz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.008911718 · Participants: 140Clark Dietz, Inc. Employee Stock Ownership PlanAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 4.440263476 · Participants: 4738Amsted Industries Incorporated Employees' Stock Ownership PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.616096816 · Participants: 4251Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 1.195072662 · Participants: 486Scot Forge Company Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Stock Ownership Plan
Clark Dietz, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Clark Dietz, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Clark Dietz, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Illinois, the nearest ESOP by assets is Selway Machine Tool Co., Inc. Employee Stock Ownership Plan in CA ($9M); by covered participants it is Iron Woman Employee Stock Ownership Plan in CO (140 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (140 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 Clark Dietz, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Clark Dietz, Inc. Employee Stock Ownership Plan surged - up 33.6% during 2023, from $7M to $9M. Reported net income was $2M.
How have Clark Dietz, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Clark Dietz, Inc.'s sponsor-wide assets grew 38.5%, from $34M to $47M.
Which ESOP plans are similar in size to Clark Dietz, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Selway Machine Tool Co., Inc. Employee Stock Ownership Plan in CA ($9M, 123 participants).
Which ESOP plans cover a similar participant headcount to Clark Dietz, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Iron Woman Employee Stock Ownership Plan in CO (140 participants, N/A 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 371212051.

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.