ESOP · DOL Form 5500 · 2023

Dennis Allen Associates ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
62
Participants Small participant base
41st
Percentile by assets National rank
$65,996
Avg per participant Below avg balance/head
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Official DOL plan name: Dennis Allen Associates Employee Stock Ownership Plan · Sponsored by Dennis Allen Associates · California · Construction

$4M in assets, 62 participants

Dennis Allen Associates's Dennis Allen Associates Employee Stock Ownership Plan reported $4M in total assets and 62 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #3,482 in Construction (9,030 peers)

Dennis Allen Associates multi-year trail

Dennis Allen Associates's plans moved +99.1% in assets from 2022 to 2024; this filing shows Dennis Allen Associates Employee Stock Ownership Plan at $4M / 62 participants.

#3,482
in Construction (9,030 peers)
+71.9%
assets growth YoY

Dennis Allen Associates Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Dennis Allen Associates Employee Stock Ownership Plan vs every filed plan by assets

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

$4,091,753 41st percentile higher than 41% 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

Dennis Allen Associates 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. Dennis Allen Associates Employee Stock Ownership Plan is a small filing (62 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Dennis Allen Associates Employee Stock Ownership Plan reported net income rose from $350K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Dennis Allen Associates Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Dennis Allen Associates Employee Stock Ownership Plan reported participants fell from 64 in the plan year 2022 filing to 62 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 770101316 · Dennis Allen Associates PY 2023 · ESOP

Dennis Allen Associates Employee Stock Ownership Plan · $4M · 62 · 41st

  • SCH $4M
  • SCH 62
  • SCH 41st
  • SCH ESOP
  • SCH near Nles Holding, Corp. Employee Stock Ownership Plan
  • SCH ind #3482

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 →

Dennis Allen Associates Employee Stock Ownership Plan in the asset neighbourhood

Imbert International Inc. Employee Stock Ownership PlanImbert International Inc. Em…$4MAurora Contractors Employee Stock Ownership PlanAurora Contractors Employee …$4MDennis Allen Associates Employee Stock Ownership PlanDennis Allen Associates Empl…$4MNles Holding, Corp. Employee Stock Ownership PlanNles Holding, Corp. Employee…$4MAspen Electronics Manufacturing, Inc. Employee Stock Ownership PlanAspen Electronics Manufactur…$4M
End-of-year total assets ($M) among Dennis Allen Associates Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Dennis Allen Associates multi-year asset trail

Sponsor-wide plan assets over time

All Dennis Allen Associates plans reported in each filing year

Latest sponsor-wide plan assets
$5M 99.11795605070472% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $2.38M $4.74M ▲ +99.2%
Year Plans Participants Total Assets
2022 1 64 $2M
2023 1 62 $4M
2024 1 60 $5M

Dennis Allen Associates filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$2M
Employer EIN770101316
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Dennis Allen Associates Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Dennis Allen Associates Employee Stock Ownership Plan, Total assets ($B): 0.004091753 · Participants: 62Dennis Allen Associates Employee Stock Ownership PlanParsons 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
Dennis Allen Associates Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Dennis Allen Associates Employee Stock Ownership Plan side-by-side with 3 peers →

Dennis Allen Associates Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Nles Holding, Corp. Employee Stock Ownership Plan in WI ($4M); by covered participants it is Salem Fabrication Technologies Group, Inc. Employee Stock Ownership Plan in NC (62 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (62 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 Dennis Allen Associates Employee Stock Ownership Plan assets move in 2023? ▼
Dennis Allen Associates Employee Stock Ownership Plan surged - up 71.9% during 2023, from $2M to $4M. Reported net income was $2M.
How have Dennis Allen Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dennis Allen Associates's sponsor-wide assets grew 99.1%, from $2M to $5M.
Which ESOP plans are similar in size to Dennis Allen Associates Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Nles Holding, Corp. Employee Stock Ownership Plan in WI ($4M, 25 participants).
Which ESOP plans cover a similar participant headcount to Dennis Allen Associates Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Salem Fabrication Technologies Group, Inc. Employee Stock Ownership Plan in NC (62 participants, $26M 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 770101316.

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.