ESOP · DOL Form 5500 · 2022

D. a. Pope, Incorporated ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
29
Participants Small participant base
57th
Percentile by assets National rank
$231,254
Avg per participant Above avg balance/head
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Official DOL plan name: D. a. Pope, Incorporated Employee Stock Ownership Plan · Sponsored by D. a. Pope, Incorporated · California · Construction

$7M in assets, 29 participants

D. a. Pope, Incorporated's D. a. Pope, Incorporated Employee Stock Ownership Plan reported $7M in total assets and 29 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.

  • #5,588 in Construction (9,927 peers)

D. a. Pope, Incorporated multi-year trail

D. a. Pope, Incorporated's plans moved -20.8% in assets from 2022 to 2024; this filing shows D. a. Pope, Incorporated Employee Stock Ownership Plan at $7M / 29 participants.

#5,588
in Construction (9,927 peers)
-9.9%
assets change YoY

The plan reported a net loss of $472K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

D. a. Pope, Incorporated Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

D. a. Pope, Incorporated Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$6,706,358 Top 43% higher than 57% of 139,123 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 2022

D. a. Pope, Incorporated Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. D. a. Pope, Incorporated Employee Stock Ownership Plan is a small filing (29 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 942505633 · D. a. Pope, Incorporated PY 2022 · ESOP

D. a. Pope, Incorporated Employee Stock Ownership Plan · $7M · 29 · 57th

  • BOOK $7M
  • VS-ST 29
  • BOY 57th
  • SCH ESOP
  • EBSA near Nelson Lumber & Home, Inc. Restated Employee Stock Ownership Plan and Trust
  • PART ind #5588

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 →

D. a. Pope, Incorporated Employee Stock Ownership Plan in the asset neighbourhood

D & D Roofing and Sheet Metal, Inc. Employee Stock Ownership PlanD & D Roofing and Sheet Meta…$7MD. a. Pope, Incorporated Employee Stock Ownership PlanD. a. Pope, Incorporated Emp…$7MNelson Lumber & Home, Inc. Restated Employee Stock Ownership Plan and TrustNelson Lumber & Home, Inc. R…$7MHallmark Inns & Resorts, Inc. Employee Stock Ownership PlanHallmark Inns & Resorts, Inc…$7MChallenge Mfg. Holdings, Inc. Employee Stock Ownership PlanChallenge Mfg. Holdings, Inc…$7M
End-of-year total assets ($M) among D. a. Pope, Incorporated Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

D. a. Pope, Incorporated multi-year asset trail

Sponsor-wide plan assets over time

All D. a. Pope, Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$5M 20.759822246292252% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M 202220232024 $6.71M $5.31M ▼ -20.9%
Year Plans Participants Total Assets
2022 1 29 $7M
2023 1 20 $6M
2024 1 18 $5M

D. a. Pope, Incorporated filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$472K
Employer EIN942505633
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

D. a. Pope, Incorporated Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants D. a. Pope, Incorporated Employee Stock Ownership Plan, Total assets ($B): 0.006706358 · Participants: 29D. a. Pope, Incorporated Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
D. a. Pope, Incorporated Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare D. a. Pope, Incorporated Employee Stock Ownership Plan side-by-side with 3 peers →

D. a. Pope, Incorporated Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Nelson Lumber & Home, Inc. Restated Employee Stock Ownership Plan and Trust in WI ($7M); by covered participants it is Albert Arno, Incorporated Employee Stock Ownership Plan in MO (29 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (29 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did D. a. Pope, Incorporated Employee Stock Ownership Plan assets move in 2022? ▼
D. a. Pope, Incorporated Employee Stock Ownership Plan pulled back noticeably - down 9.9% during 2022, from $7M to $7M. Reported net income was -$472K.
How have D. a. Pope, Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), D. a. Pope, Incorporated's sponsor-wide assets declined 20.8%, from $7M to $5M.
Which ESOP plans are similar in size to D. a. Pope, Incorporated Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Nelson Lumber & Home, Inc. Restated Employee Stock Ownership Plan and Trust in WI ($7M, 19 participants).
Which ESOP plans cover a similar participant headcount to D. a. Pope, Incorporated Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Albert Arno, Incorporated Employee Stock Ownership Plan in MO (29 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 942505633.

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.