ESOP · DOL Form 5500 · 2023

Duckwall-Pooley Fruit Co. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
24
Participants Small participant base
37th
Percentile by assets National rank
$136,692
Avg per participant Near avg balance/head
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Official DOL plan name: Duckwall-Pooley Fruit Co. Employee Stock Ownership Plan · Sponsored by Duckwall-Pooley Fruit Co. · Oregon · Agriculture, Forestry & Fishing

$3M in assets, 24 participants

Duckwall-Pooley Fruit Co.'s Duckwall-Pooley Fruit Co. Employee Stock Ownership Plan reported $3M in total assets and 24 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #490 in Agriculture, Forestry & Fishing (1,288 peers)

Duckwall-Pooley Fruit Co. multi-year trail

Duckwall-Pooley Fruit Co.'s plans moved -73.1% in assets from 2022 to 2024; this filing shows Duckwall-Pooley Fruit Co. Employee Stock Ownership Plan at $3M / 24 participants.

#490
in Agriculture, Forestry & Fishing (1,288 peers)
-75.3%
assets change YoY

Duckwall-Pooley Fruit Co. Employee Stock Ownership Plan's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

Duckwall-Pooley Fruit Co. Employee Stock Ownership Plan vs every filed plan by assets

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

$3,280,600 37th percentile higher than 37% 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

Duckwall-Pooley Fruit Co. 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. Duckwall-Pooley Fruit Co. Employee Stock Ownership Plan is a small filing (24 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Duckwall-Pooley Fruit Co. Employee Stock Ownership Plan reported net income rose from $304K in the plan year 2022 filing to $615K in the plan year 2023 filing.
  • Duckwall-Pooley Fruit Co. Employee Stock Ownership Plan end-of-year assets fell from $13M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Duckwall-Pooley Fruit Co. Employee Stock Ownership Plan reported participants rose from 23 in the plan year 2022 filing to 24 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 930157480 · Duckwall-Pooley Fruit Co. PY 2023 · ESOP

Duckwall-Pooley Fruit Co. Employee Stock Ownership Plan · $3M · 24 · 37th

  • ASSETS $3M
  • ASSETS 24
  • ASSETS 37th
  • ASSETS ESOP
  • ASSETS near Geotek Engineering and Testing Services, Inc. ESOP
  • ASSETS ind #490

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 Oregon →

Duckwall-Pooley Fruit Co. Employee Stock Ownership Plan in the asset neighbourhood

Duckwall-Pooley Fruit Co. Employee Stock Ownership PlanDuckwall-Pooley Fruit Co. Em…$3MGeotek Engineering and Testing Services, Inc. ESOPGeotek Engineering and Testi…$3MDonald B. Rice Tire Co., Inc. Employee Stock Ownership PlanDonald B. Rice Tire Co., Inc…$3MEmployee Stock Ownership Plan and Trust for the Employees of Macho Products, Inc.Employee Stock Ownership Pla…$3MSigma Equipment, Inc. Employee Stock Ownership PlanSigma Equipment, Inc. Employ…$3M
End-of-year total assets ($M) among Duckwall-Pooley Fruit Co. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Duckwall-Pooley Fruit Co. multi-year asset trail

Sponsor-wide plan assets over time

All Duckwall-Pooley Fruit Co. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 73.13164278015134% vs 2022
2024 filing year
$0M$5M$10M$15M$20M 202220232024 $14.5M $3.9M ▼ -73.1%
Year Plans Participants Total Assets
2022 2 306 $15M
2023 1 24 $3M
2024 1 21 $4M

Duckwall-Pooley Fruit Co. filing trail (2023)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$3M
Net Income$615K
Employer EIN930157480
Plan Effective Date1976-07-11
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Oregon

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

Duckwall-Pooley Fruit Co. Employee Stock Ownership Plan vs. nearby ESOP plans in Oregon, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -1000100200300 Total assets ($M) Participants Duckwall-Pooley Fruit Co. Employee Stock Ownership Plan, Total assets ($M): 3.2806 · Participants: 24Duckwall-Pooley Fruit Co. Employee Stock Ownership PlanBob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan, Total assets ($M): 235.753413 · Participants: 580Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership PlanBi-Mart Corporation Employee Stock Ownership Plan, Total assets ($M): 210.231629 · Participants: 1981Bi-Mart Corporation Employee Stock Ownership PlanPacific Industrial Corp. Employee Stock Ownership Plan, Total assets ($M): 204.304035 · Participants: 71Pacific Industrial Corp. Employee Stock Ownership PlanKey Knife, Inc. Employee Stock Ownership Plan, Total assets ($M): 168.331686 · Participants: 69Key Knife, Inc. Employee Stock Ownership PlanNorthwest Pump & Equipment Co. Employee Stock Ownership Plan, Total assets ($M): 73.155492 · Participants: 200Northwest Pump & Equipment Co. Employee Stock Ownership Plan
Duckwall-Pooley Fruit Co. Employee Stock Ownership Plan vs. nearby ESOP plans in Oregon, assets vs. participants
Compare Duckwall-Pooley Fruit Co. Employee Stock Ownership Plan side-by-side with 3 peers →

Duckwall-Pooley Fruit Co. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Oregon, the nearest ESOP by assets is Geotek Engineering and Testing Services, Inc. ESOP in SD ($3M); by covered participants it is Valador, Inc. Employee Stock Bonus Plan in WV (24 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (24 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 Duckwall-Pooley Fruit Co. Employee Stock Ownership Plan assets move in 2023? ▼
Duckwall-Pooley Fruit Co. Employee Stock Ownership Plan contracted severely - down 75.3% during 2023, from $13M to $3M. Reported net income was $615K.
How have Duckwall-Pooley Fruit Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Duckwall-Pooley Fruit Co.'s sponsor-wide assets declined 73.1%, from $15M to $4M.
Which ESOP plans are similar in size to Duckwall-Pooley Fruit Co. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Geotek Engineering and Testing Services, Inc. ESOP in SD ($3M, 50 participants).
Which ESOP plans cover a similar participant headcount to Duckwall-Pooley Fruit Co. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Valador, Inc. Employee Stock Bonus Plan in WV (24 participants, N/A 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 930157480.

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.