ESOP · DOL Form 5500 · 2023

Dazey's, Inc. ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
66
Participants Small participant base
60th
Percentile by assets National rank
$160,476
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Dazey's, Inc. Employee Stock Ownership Plan · Sponsored by Dazey's, Inc. · California · Retail Trade

$11M in assets, 66 participants

Dazey's, Inc.'s Dazey's, Inc. Employee Stock Ownership Plan reported $11M in total assets and 66 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #5,957 in Retail Trade (8,414 peers)

2023 asset change

Dazey's, Inc. Employee Stock Ownership Plan grew sharply 15.8% in 2023 ($9M → $11M) for 66 participants.

#5,957
in Retail Trade (8,414 peers)
+15.8%
assets growth YoY

Dazey's, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Retail Trade and all filers

Dazey's, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$10,591,403 Top 40% higher than 60% 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

Dazey's, 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. Dazey's, Inc. Employee Stock Ownership Plan is a small filing (66 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Dazey's, Inc. Employee Stock Ownership Plan reported net income rose from -$5M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Dazey's, Inc. Employee Stock Ownership Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Dazey's, Inc. Employee Stock Ownership Plan reported participants fell from 68 in the plan year 2022 filing to 66 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 753112866 · Dazey's, Inc. PY 2023 · ESOP

Dazey's, Inc. Employee Stock Ownership Plan · $11M · 66 · 60th

  • TYPE $11M
  • NET 66
  • BOOK 60th
  • VS-ST ESOP
  • BOY near Gifford Bancorp, Inc. Employee Stock Ownership Plan
  • SCH ind #5957

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 →

Dazey's, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Koberstein Holdings, Inc. Employee Stock Ownership Plan & TrustKoberstein Holdings, Inc. Em…$11MDazey's, Inc. Employee Stock Ownership PlanDazey's, Inc. Employee Stock…$11MGifford Bancorp, Inc. Employee Stock Ownership PlanGifford Bancorp, Inc. Employ…$11MDesign Workshop, Inc. Employee Stock Ownership PlanDesign Workshop, Inc. Employ…$11MRedpath and Company, Ltd Employee Stock Ownership PlanRedpath and Company, Ltd Emp…$11M
End-of-year total assets ($M) among Dazey's, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Dazey's, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Dazey's, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 4.680681627281355% vs 2022
2024 filing year
$9M$9.5M$10M$10.5M$11M 202220232024 $9.15M $9.58M ▲ +4.7%
Year Plans Participants Total Assets
2022 1 68 $9M
2023 1 66 $11M
2024 1 58 $10M

2023 asset-move particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN753112866
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Dazey's, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Dazey's, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.010591403 · Participants: 66Dazey's, Inc. 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
Dazey's, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Dazey's, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Gifford Bancorp, Inc. Employee Stock Ownership Plan in IL ($11M); by covered participants it is Benson's Heating and Air Conditioning, Inc. Employee Stock Ownership Plan in FL (66 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (66 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 Dazey's, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Dazey's, Inc. Employee Stock Ownership Plan grew sharply - up 15.8% during 2023, from $9M to $11M. Reported net income was $1M.
How have Dazey's, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dazey's, Inc.'s sponsor-wide assets grew 4.7%, from $9M to $10M.
Which ESOP plans are similar in size to Dazey's, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Gifford Bancorp, Inc. Employee Stock Ownership Plan in IL ($11M, 36 participants).
Which ESOP plans cover a similar participant headcount to Dazey's, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Benson's Heating and Air Conditioning, Inc. Employee Stock Ownership Plan in FL (66 participants, $3M 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 753112866.

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.