ESOP · DOL Form 5500 · 2023

Dix & Eaton Incorporated ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
30
Participants Small participant base
43rd
Percentile by assets National rank
$152,000
Avg per participant Above avg balance/head
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Official DOL plan name: Dix & Eaton Incorporated Employee Stock Ownership Plan · Sponsored by Dix & Eaton Incorporated · Ohio · Professional & Technical Services

$5M in assets, 30 participants

Dix & Eaton Incorporated's Dix & Eaton Incorporated Employee Stock Ownership Plan reported $5M in total assets and 30 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #8,159 in Professional & Technical Services (20,321 peers)

Dix & Eaton Incorporated multi-year trail

Dix & Eaton Incorporated's plans moved +72.8% in assets from 2022 to 2024; this filing shows Dix & Eaton Incorporated Employee Stock Ownership Plan at $5M / 30 participants.

#8,159
in Professional & Technical Services (20,321 peers)
+19.4%
assets growth YoY

Dix & Eaton Incorporated Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Dix & Eaton Incorporated Employee Stock Ownership Plan vs every filed plan by assets

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

$4,560,000 43rd percentile higher than 43% 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 & Eaton Incorporated Employee Stock Ownership Plan 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 & Eaton Incorporated Employee Stock Ownership Plan is a small filing (30 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Dix & Eaton Incorporated Employee Stock Ownership Plan reported net income rose from -$77K in the plan year 2022 filing to $756K in the plan year 2023 filing.
  • Dix & Eaton Incorporated Employee Stock Ownership Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Dix & Eaton Incorporated Employee Stock Ownership Plan reported participants rose from 27 in the plan year 2022 filing to 30 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 340820322 · Dix & Eaton Incorporated PY 2023 · ESOP

Dix & Eaton Incorporated Employee Stock Ownership Plan · $5M · 30 · 43rd

  • EIN $5M
  • EIN 30
  • EIN 43rd
  • EIN ESOP
  • EIN near Unitek Solvent Services, Inc. Employee Stock Ownership Plan
  • EIN ind #8159

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 Ohio →

Dix & Eaton Incorporated Employee Stock Ownership Plan in the asset neighbourhood

Dix & Eaton Incorporated Employee Stock Ownership PlanDix & Eaton Incorporated Emp…$5MUnitek Solvent Services, Inc. Employee Stock Ownership PlanUnitek Solvent Services, Inc…$5MCatalyst Bancorp, Inc. Employee Stock Ownership PlanCatalyst Bancorp, Inc. Emplo…$5MChemtron Supply Corporation Employee Stock Ownership PlanChemtron Supply Corporation …$5MNelco Employee Stock Ownership Plan and TrustNelco Employee Stock Ownersh…$5M
End-of-year total assets ($M) among Dix & Eaton Incorporated Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Dix & Eaton Incorporated multi-year asset trail

Sponsor-wide plan assets over time

All Dix & Eaton Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$7M 72.77486910994764% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $3.82M $6.6M ▲ +72.8%
Year Plans Participants Total Assets
2022 1 27 $4M
2023 1 30 $5M
2024 1 51 $7M

Dix & Eaton Incorporated filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$756K
Employer EIN340820322
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Ohio

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

Dix & Eaton Incorporated Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -100102030 Total assets ($B) Participants Dix & Eaton Incorporated Employee Stock Ownership Plan, Total assets ($B): 0.00456 · Participants: 30Dix & Eaton Incorporated Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 23.091305753 · Participants: 32152Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 1.692644904 · Participants: 1019The Garland Industries, Inc. Employee Stock Ownership Plan & TrustMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.62249774 · Participants: 873Messer Inc. Employee Stock Ownership PlanGreat Lakes Cheese Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.504257458 · Participants: 4110Great Lakes Cheese Co., Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.451883636 · Participants: 434Cleveland Steel Container Corporation Employee Stock Ownership Plan
Dix & Eaton Incorporated Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Dix & Eaton Incorporated Employee Stock Ownership Plan side-by-side with 3 peers →

Dix & Eaton Incorporated Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Unitek Solvent Services, Inc. Employee Stock Ownership Plan in HI ($5M); by covered participants it is Blue Ridge Aquaculture, Inc. Employee Stock Ownership Plan in VA (30 participants). Same-state nearby plans are listed separately above.

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 & Eaton Incorporated Employee Stock Ownership Plan assets move in 2023? ▼
Dix & Eaton Incorporated Employee Stock Ownership Plan grew sharply - up 19.4% during 2023, from $4M to $5M. Reported net income was $756K.
How have Dix & Eaton Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dix & Eaton Incorporated's sponsor-wide assets grew 72.8%, from $4M to $7M.
Which ESOP plans are similar in size to Dix & Eaton Incorporated Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Unitek Solvent Services, Inc. Employee Stock Ownership Plan in HI ($5M, 31 participants).
Which ESOP plans cover a similar participant headcount to Dix & Eaton Incorporated Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Blue Ridge Aquaculture, Inc. Employee Stock Ownership Plan in VA (30 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 340820322.

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.