ESOP · DOL Form 5500 · 2023

Dlc Resources, Inc. ESOP

Data updated 2026-08-25

$17M
Total assets Small plan by assets
280
Participants Below avg headcount
69th
Percentile by assets National rank
$58,958
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Dlc Resources, Inc. Employee Stock Ownership Plan · Sponsored by Dlc Resources, Inc. · Arizona · Professional & Technical Services

$17M in assets, 280 participants

Dlc Resources, Inc.'s Dlc Resources, Inc. Employee Stock Ownership Plan reported $17M in total assets and 280 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #13,901 in Professional & Technical Services (20,321 peers)

Coverage in Arizona

Dlc Resources, Inc. Employee Stock Ownership Plan covers 280 participants in Arizona, about 50% of the average Arizona filer (state average ~564 per filing). Assets: $17M.

#13,901
in Professional & Technical Services (20,321 peers)
+5.1%
assets growth YoY

Dlc Resources, Inc. Employee Stock Ownership Plan's outsized position by total assets

Dlc Resources, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$16,508,122 Top 31% higher than 69% 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

Dlc Resources, 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. Dlc Resources, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (280 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Dlc Resources, Inc. Employee Stock Ownership Plan reported net income fell from $1M in the plan year 2022 filing to $795K in the plan year 2023 filing.
  • Dlc Resources, Inc. Employee Stock Ownership Plan end-of-year assets rose from $16M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Dlc Resources, Inc. Employee Stock Ownership Plan reported participants rose from 267 in the plan year 2022 filing to 280 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 860639544 · Dlc Resources, Inc. PY 2023 · ESOP

Dlc Resources, Inc. Employee Stock Ownership Plan · $17M · 280 · 69th

  • EIN $17M
  • RANK 280
  • PHOTO 69th
  • IND ESOP
  • EOY near Aus, Inc. Employee Stock Ownership Plan
  • 5500 ind #13901

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 Arizona →

Dlc Resources, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Jaftex Corporation Employee Stock Ownership PlanJaftex Corporation Employee …$17MDlc Resources, Inc. Employee Stock Ownership PlanDlc Resources, Inc. Employee…$17MAus, Inc. Employee Stock Ownership PlanAus, Inc. Employee Stock Own…$17MRingland-Johnson, Inc. Employee Stock Ownership PlanRingland-Johnson, Inc. Emplo…$17MHeartland Security Insurance Group ESOP PlanHeartland Security Insurance…$16M
End-of-year total assets ($M) among Dlc Resources, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$17M
Net Income$795K
Employer EIN860639544
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dlc Resources, Inc.)

Sponsor-wide plan assets over time

All Dlc Resources, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 0.4796883695731943% vs 2022
2024 filing year
$16M$16.5M$17M$17.5M$18M 202220232024 $16.3M $16.3M ▲ +0.4%
Year Plans Participants Total Assets
2022 2 526 $16M
2023 2 556 $17M
2024 1 268 $16M

Nearby ESOP Plans in Arizona

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

Dlc Resources, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.5 Total assets ($B) Participants Dlc Resources, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.016508122 · Participants: 280Dlc Resources, Inc. Employee Stock Ownership PlanThe Sundt Companies Employee Stock Ownership Plan, Total assets ($B): 1.064355538 · Participants: 2392The Sundt Companies Employee Stock Ownership PlanU-Haul Holding Company Employee Stock Ownership Plan, Total assets ($B): 0.61854692 · Participants: 19740U-Haul Holding Company Employee Stock Ownership PlanSpencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.313228026 · Participants: 253Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership PlanPima Medical Institute Employee Stock Ownership Plan, Total assets ($B): 0.216174467 · Participants: 1057Pima Medical Institute Employee Stock Ownership PlanWilson Electric Services Corp. Employee Stock Ownership Plan, Total assets ($B): 0.167298665 · Participants: 726Wilson Electric Services Corp. Employee Stock Ownership Plan
Dlc Resources, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants
Compare Dlc Resources, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest ESOP by assets is Aus, Inc. Employee Stock Ownership Plan in NJ ($17M); by covered participants it is Schimenti Construction Employee Stock Ownership Plan in NY (280 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (280 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 Dlc Resources, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Dlc Resources, Inc. Employee Stock Ownership Plan grew at a solid clip - up 5.1% during 2023, from $16M to $17M. Reported net income was $795K.
How have Dlc Resources, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dlc Resources, Inc.'s sponsor-wide assets grew 0.5%, from $16M to $16M.
Which ESOP plans are similar in size to Dlc Resources, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Aus, Inc. Employee Stock Ownership Plan in NJ ($17M, 267 participants).
Which ESOP plans cover a similar participant headcount to Dlc Resources, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Schimenti Construction Employee Stock Ownership Plan in NY (280 participants, $12M 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 860639544.

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.