ESOP · DOL Form 5500 · 2023

D. a. Pope, Incorporated ESOP

Data updated 2026-08-11

$6M
Total assets
20
Participants
47th
Percentile by assets
$284,682
Avg per participant
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Official DOL plan name: D. a. Pope, Incorporated Employee Stock Ownership Plan · Sponsored by D. a. Pope, Incorporated · California · Construction

$6M in assets, 20 participants

D. a. Pope, Incorporated's D. a. Pope, Incorporated Employee Stock Ownership Plan reported $6M in total assets and 20 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • 47th percentile by assets (of 127,072 plans)
  • #4,068 in Construction (9,030 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 $6M / 20 participants.

$6M
total plan assets (2023 EOY)
20
covered participants
47th
percentile by assets (of 127,072 plans)
$284,682
avg assets per participant

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where D. a. Pope, Incorporated Employee Stock Ownership Plan sits by total assets

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

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

$5,693,641 47th percentile higher than 47% 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

  • D. a. Pope, Incorporated Employee Stock Ownership Plan reported net income fell from -$472K in the plan year 2022 filing to -$1M in the plan year 2023 filing.
  • D. a. Pope, Incorporated Employee Stock Ownership Plan reported participants fell from 29 in the plan year 2022 filing to 20 in the plan year 2023 filing.
  • D. a. Pope, Incorporated Employee Stock Ownership Plan end-of-year assets fell from $7M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
California
Industry
Construction

D. a. Pope, Incorporated across 3 plan years on file

Across the 3 plan years D. a. Pope, Incorporated has on file (2022-2024), sponsor-wide plan assets have moved from $7M to $5M, a decline of 20.8%, while reported participants moved from 29 to 18 (-37.9%). Peak year by sponsor assets: 2022 ($7M); trough: 2024 ($5M).

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

$5M$5.5M$6M$6.5M$7M 202220232024 $6.71M $5.31M ▼ -20.9%
Total plan assets by year, all D. a. Pope, Incorporated plans on file
Year Plans Participants Total Assets
2022 1 29 $7M
2023 1 20 $6M
2024 1 18 $5M

D. a. Pope, Incorporated filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$5M
Net Income-$1M
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 ($B) Participants D. a. Pope, Incorpor…, Total assets ($B): 0.005693641 · Participants: 20D. a. Pope, Incorpor…Parsons Employee Sto…, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Sto…Acco Employee Stock …, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock …Rosendin Electric, I…, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, I…Agron, Inc. Employee…, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee…Recology Employee St…, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee St…
D. a. Pope, Incorporated Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare D. a. Pope, Incorporated Employee Stock … side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to D. a. Pope, Incorporated Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did D. a. Pope, Incorporated Employee Stock Ownership Plan assets move in 2023? ▼
D. a. Pope, Incorporated Employee Stock Ownership Plan declined sharply - down 15.1% during 2023, from $7M to $6M. Reported net income was -$1M.
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 General Sheet Metal Employee Stock Ownership Plan in OR ($6M, 99 participants).

Next read for D. a. Pope, Incorporated Employee Stock …

Multi-year trail

Ways to act on D. a. Pope, Incorporated Employee Stock Ownership Plan's numbers.

  • By total assets, D. a. Pope, Incorporated Employee Stock Ownership Plan ranks in the lower half of filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in California. Compare plans
  • D. a. Pope, Incorporated's sponsor-wide assets have declined 20.8% since 2022 across 3 plan years on file. More Construction plans

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 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.