ESOP · DOL Form 5500 · 2023

D. a. Pope, Incorporated ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
20
Participants Small participant base
47th
Percentile by assets National rank
$284,682
Avg per participant High 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

$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.

  • #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.

#4,068
in Construction (9,030 peers)
-15.1%
assets change YoY

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.

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 2023 · DOL Form 5500

$5,693,641 47th percentile higher than 47% 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. a. Pope, Incorporated 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. a. Pope, Incorporated Employee Stock Ownership Plan is a small filing (20 participants) on this national headcount ladder.

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 →

Form 5500 schedule snapshot

Filing strip 942505633 · D. a. Pope, Incorporated PY 2023 · ESOP

D. a. Pope, Incorporated Employee Stock Ownership Plan · $6M · 20 · 47th

  • EBSA $6M
  • PART 20
  • TYPE 47th
  • NET ESOP
  • BOOK near General Sheet Metal Employee Stock Ownership Plan
  • VS-ST ind #4068

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

Home Furniture Company of Lafayette, Inc. Employee Stock Ownership PlanHome Furniture Company of La…$6MGoodson Employee Stock Ownership Plan and TrustGoodson Employee Stock Owner…$6MD. a. Pope, Incorporated Employee Stock Ownership PlanD. a. Pope, Incorporated Emp…$6MGeneral Sheet Metal Employee Stock Ownership PlanGeneral Sheet Metal Employee…$6MAir Products Equipment Company Employee Stock Ownership PlanAir Products Equipment Compa…$6M
End-of-year total assets ($M) among D. a. Pope, Incorporated Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

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 (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 ($B) Participants D. a. Pope, Incorporated Employee Stock Ownership Plan, Total assets ($B): 0.005693641 · Participants: 20D. a. Pope, Incorporated 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
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 General Sheet Metal Employee Stock Ownership Plan in OR ($6M); by covered participants it is Shawver Well Company Employee Stock Ownership Plan in IA (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 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. 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).
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 Shawver Well Company Employee Stock Ownership Plan in IA (20 participants, $5M 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 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.