ESOP · DOL Form 5500 · 2023

D.K. Pierce & Associates, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
19
Participants Small participant base
31st
Percentile by assets National rank
$110,737
Avg per participant Below avg balance/head
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Official DOL plan name: D. K. Pierce & Associates, Inc. Employee Stock Ownership Plan · Sponsored by D.K. Pierce & Associates, Inc. · Indiana · Professional & Technical Services

$2M in assets, 19 participants

D.K. Pierce & Associates, Inc.'s D. K. Pierce & Associates, Inc. Employee Stock Ownership Plan reported $2M in total assets and 19 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,511 in Professional & Technical Services (20,321 peers)

2023 asset change

D. K. Pierce & Associates, Inc. Employee Stock Ownership Plan grew sharply 20.4% in 2023 ($2M → $2M) for 19 participants.

#5,511
in Professional & Technical Services (20,321 peers)
+20.4%
assets growth YoY

D. K. Pierce & Associates, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

D. K. Pierce & Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$2,104,010 31st percentile higher than 31% 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

D. K. Pierce & Associates, Inc. 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. D. K. Pierce & Associates, Inc. Employee Stock Ownership Plan is a small filing (19 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • D. K. Pierce & Associates, Inc. Employee Stock Ownership Plan reported net income rose from $204K in the plan year 2022 filing to $428K in the plan year 2023 filing.
  • D. K. Pierce & Associates, Inc. Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • D. K. Pierce & Associates, Inc. Employee Stock Ownership Plan reported participants fell from 21 in the plan year 2022 filing to 19 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 352038930 · D.K. Pierce & Associates, Inc. PY 2023 · ESOP

D. K. Pierce & Associates, Inc. Employee Stock Ownership Plan · $2M · 19 · 31st

  • BOOK $2M
  • BOOK 19
  • BOOK 31st
  • BOOK ESOP
  • BOOK near Hart Software, Inc. Employee Stock Ownership Plan
  • BOOK ind #5511

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 Indiana →

D. K. Pierce & Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Hart Software, Inc. Employee Stock Ownership PlanHart Software, Inc. Employee…$2MPro-Med, LLC Employee Stock Ownership PlanPro-Med, LLC Employee Stock …$2MD. K. Pierce & Associates, Inc. Employee Stock Ownership PlanD. K. Pierce & Associates, I…$2MB&b Welding Company, Inc. Employee Stock Ownership PlanB&b Welding Company, Inc. Em…$2MDavis, Gregory, & Kyle, Inc. Employee Stock Ownership PlanDavis, Gregory, & Kyle, Inc.…$2M
End-of-year total assets ($M) among D. K. Pierce & Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

D.K. Pierce & Associates, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All D.K. Pierce & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 6.86441647597254% vs 2022
2024 filing year
$1.4M$1.6M$1.8M$2M$2.2M 202220232024 $1.75M $1.63M ▼ -6.9%
Year Plans Participants Total Assets
2022 1 21 $2M
2023 1 19 $2M
2024 1 18 $2M

2023 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$156K
Net Income$428K
Employer EIN352038930
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Indiana

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

D. K. Pierce & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -0.500.511.522.5 Total assets ($B) Participants D. K. Pierce & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.00210401 · Participants: 19D. K. Pierce & Associates, Inc. Employee Stock Ownership PlanJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 1.921766853 · Participants: 3535Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.36648086 · Participants: 487Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.364505967 · Participants: 1242Nibco Inc. Employee Stock Ownership PlanSuperior Industrial Solutions, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.138902309 · Participants: 363Superior Industrial Solutions, Inc. Employee Stock Ownership PlanDucharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.135390454 · Participants: 558Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan
D. K. Pierce & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare D. K. Pierce & Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

D. K. Pierce & Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Indiana, the nearest ESOP by assets is Hart Software, Inc. Employee Stock Ownership Plan in PA ($2M); by covered participants it is Ritchie Industries, Inc. Employee Stock Ownership Plan in IA (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 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 D. K. Pierce & Associates, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
D. K. Pierce & Associates, Inc. Employee Stock Ownership Plan grew sharply - up 20.4% during 2023, from $2M to $2M. Reported net income was $428K.
How have D.K. Pierce & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), D.K. Pierce & Associates, Inc.'s sponsor-wide assets declined 6.9%, from $2M to $2M.
Which ESOP plans are similar in size to D. K. Pierce & Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Hart Software, Inc. Employee Stock Ownership Plan in PA ($2M, 10 participants).
Which ESOP plans cover a similar participant headcount to D. K. Pierce & Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ritchie Industries, Inc. Employee Stock Ownership Plan in IA (19 participants, $32M 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 352038930.

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.