ESOP · DOL Form 5500 · 2023

Dazey's, Inc. ESOP

Data updated 2026-08-11

$11M
Total assets
66
Participants
60th
Percentile by assets
$160,476
Avg per participant
PlainRetire home → About this data

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.

  • 60th percentile by assets (of 127,072 plans)
  • #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.

$11M
total plan assets (2023 EOY)
66
covered participants
60th
percentile by assets (of 127,072 plans)
$160,476
avg assets per participant

Where Dazey's, Inc. Employee Stock Ownership Plan sits by total assets

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 $2,010,000,000 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

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 →

State
Industry

2023 asset move for Dazey's, Inc. Employee Stock Ownership Plan

Year over year, total assets grew sharply from $9M at the start of 2023 to $11M at year-end (up 15.8%). Net assets closed at $10M; reported net income $1M.

Dazey's, Inc. years around the 2023 move

$9M$9.5M$10M$10.5M$11M 202220232024 $9.15M $9.58M ▲ +4.7%
Total plan assets by year, all Dazey's, Inc. plans on file
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

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. Employ…Parsons Employee Sto…Acco Employee Stock …Rosendin Electric, I…Agron, Inc. Employee…Recology Employee St…
Dazey's, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Dazey's, Inc. Employee Stock Ownership Plan by total assets, not by location.

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).

Next read for Dazey's, Inc. Employee Stock Ownership P…

2023 change

Ways to act on Dazey's, Inc. Employee Stock Ownership Plan's numbers.