ESOP · DOL Form 5500 · 2023

Dalco Industries Inc ESOP

Data updated 2026-08-25

$33M
Total assets Below avg plan size
60
Participants Small participant base
81st
Percentile by assets National rank
$552,954
Avg per participant High balance/head
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Official DOL plan name: Dalco Industries Inc Employee Stock Ownership Plan · Sponsored by Dalco Industries Inc · Colorado · Manufacturing

$33M in assets, 60 participants

Dalco Industries Inc's Dalco Industries Inc Employee Stock Ownership Plan reported $33M in total assets and 60 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #13,611 in Manufacturing (18,722 peers)

Where Dalco Industries Inc Employee Stock Ownership Plan sits by assets

Dalco Industries Inc Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $33M for 60 participants (~$552,954/participant), up 12.6% in 2023.

#13,611
in Manufacturing (18,722 peers)
+12.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Dalco Industries Inc Employee Stock Ownership Plan's outsized position by total assets

Dalco Industries Inc Employee Stock Ownership Plan vs every filed plan by assets

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

$33,177,228 Top 19% higher than 81% 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

Dalco Industries 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. Dalco Industries Inc Employee Stock Ownership Plan is a small filing (60 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Dalco Industries Inc Employee Stock Ownership Plan reported net income rose from $23K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Dalco Industries Inc Employee Stock Ownership Plan end-of-year assets rose from $29M in the plan year 2022 filing to $33M in the plan year 2023 filing.
  • Dalco Industries Inc Employee Stock Ownership Plan reported participants fell from 61 in the plan year 2022 filing to 60 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 840468245 · Dalco Industries Inc PY 2023 · ESOP

Dalco Industries Inc Employee Stock Ownership Plan · $33M · 60 · 81st

  • BOY $33M
  • SCH 60
  • EBSA 81st
  • PART ESOP
  • TYPE near Swa Group Employee Stock Ownership Plan
  • NET ind #13611

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 Colorado →

Dalco Industries Inc Employee Stock Ownership Plan in the asset neighbourhood

St Cloud Industrial Products Inc Employee Stock Ownership Plan and TrustSt Cloud Industrial Products…$33MUniwest Employee Stock Ownership PlanUniwest Employee Stock Owner…$33MSwa Group Employee Stock Ownership PlanSwa Group Employee Stock Own…$33MDalco Industries Inc Employee Stock Ownership PlanDalco Industries Inc Employe…$33MEuro Pharma, Inc. Employee Stock Ownership PlanEuro Pharma, Inc. Employee S…$33M
End-of-year total assets ($M) among Dalco Industries Inc Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$33M
Net Income$4M
Employer EIN840468245
Plan Effective Date1975-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dalco Industries Inc)

Sponsor-wide plan assets over time

All Dalco Industries Inc plans reported in each filing year

Latest sponsor-wide plan assets
$32M 9.754446218332028% vs 2022
2024 filing year
$28M$30M$32M$34M 202220232024 $29.5M $32.3M ▲ +9.7%
Year Plans Participants Total Assets
2022 1 61 $29M
2023 1 60 $33M
2024 1 73 $32M

Nearby ESOP Plans in Colorado

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

Dalco Industries Inc Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants Scatter plot of 6 data points. 050010001500 0100200300400500 Total assets ($M) Participants Dalco Industries Inc Employee Stock Ownership Plan, Total assets ($M): 33.177228 · Participants: 60Dalco Industries Inc Employee Stock Ownership PlanAlpine Lumber Company Employee Stock Ownership Plan, Total assets ($M): 385.149702 · Participants: 581Alpine Lumber Company Employee Stock Ownership PlanTrinidad Benham Corp. Employee Stock Ownership Plan, Total assets ($M): 266.310908 · Participants: 776Trinidad Benham Corp. Employee Stock Ownership PlanEnvision Management Holding, Inc. Employee Stock Ownership Plan, Total assets ($M): 211.311494 · Participants: 1075Envision Management Holding, Inc. Employee Stock Ownership PlanBrown Strauss, Inc. Employee Stock Ownership Plan, Total assets ($M): 209.447754 · Participants: 206Brown Strauss, Inc. Employee Stock Ownership PlanHercules Industries, Inc. Employee Stock Ownership Plan, Total assets ($M): 106.310439 · Participants: 444Hercules Industries, Inc. Employee Stock Ownership Plan
Dalco Industries Inc Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants
Compare Dalco Industries Inc Employee Stock Ownership Plan side-by-side with 3 peers →

Dalco Industries Inc Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Colorado, the nearest ESOP by assets is Swa Group Employee Stock Ownership Plan in CA ($33M); by covered participants it is Wheeler Services, Inc. Employee Stock Ownership Plan in GA (60 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (60 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 Dalco Industries Inc Employee Stock Ownership Plan assets move in 2023? ▼
Dalco Industries Inc Employee Stock Ownership Plan grew at a solid clip - up 12.6% during 2023, from $29M to $33M. Reported net income was $4M.
How have Dalco Industries Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dalco Industries Inc's sponsor-wide assets grew 9.8%, from $29M to $32M.
Where does Dalco Industries Inc Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Dalco Industries Inc Employee Stock Ownership Plan ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Dalco Industries Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Swa Group Employee Stock Ownership Plan in CA ($33M, 289 participants).
Which ESOP plans cover a similar participant headcount to Dalco Industries Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Wheeler Services, Inc. Employee Stock Ownership Plan in GA (60 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 840468245.

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.