ESOP · DOL Form 5500 · 2023

Dks Associates ESOP

Data updated 2026-08-25

$22M
Total assets Small plan by assets
139
Participants Small participant base
75th
Percentile by assets National rank
$160,850
Avg per participant Above avg balance/head
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Official DOL plan name: Dks Associates Employee Stock Ownership Plan & Trust · Sponsored by Dks Associates · Oregon · Professional & Technical Services

$22M in assets, 139 participants

Dks Associates's Dks Associates Employee Stock Ownership Plan & Trust reported $22M in total assets and 139 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #15,177 in Professional & Technical Services (20,321 peers)

Coverage in Oregon

Dks Associates Employee Stock Ownership Plan & Trust covers 139 participants in Oregon, about 31% of the average Oregon filer (state average ~443 per filing). Assets: $22M.

#15,177
in Professional & Technical Services (20,321 peers)
+22.5%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Dks Associates Employee Stock Ownership Plan & Trust's outsized position by total assets

Dks Associates Employee Stock Ownership Plan & Trust vs every filed plan by assets

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

$22,358,216 Top 25% higher than 75% 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

Dks Associates Employee Stock Ownership Plan & Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dks Associates Employee Stock Ownership Plan & Trust sits mid-pack in the medium band (139 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Dks Associates Employee Stock Ownership Plan & Trust reported net income rose from $3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Dks Associates Employee Stock Ownership Plan & Trust end-of-year assets rose from $18M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Dks Associates Employee Stock Ownership Plan & Trust reported participants rose from 132 in the plan year 2022 filing to 139 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 942583153 · Dks Associates PY 2023 · ESOP

Dks Associates Employee Stock Ownership Plan & Trust · $22M · 139 · 75th

  • BOY $22M
  • BOY 139
  • BOY 75th
  • BOY ESOP
  • BOY near Island Pacific Distributors, Inc Employee Stock Ownership Plan
  • BOY ind #15177

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 →

Dks Associates Employee Stock Ownership Plan & Trust in the asset neighbourhood

Pariveda Solutions, Inc. Employee Stock Ownership PlanPariveda Solutions, Inc. Emp…$22MDks Associates Employee Stock Ownership Plan & TrustDks Associates Employee Stoc…$22MIsland Pacific Distributors, Inc Employee Stock Ownership PlanIsland Pacific Distributors,…$22MEmployee Stock Ownership Plan of Lawrence Companies, Inc.Employee Stock Ownership Pla…$22MEssa Bank & Trust Employee Stock Ownership PlanEssa Bank & Trust Employee S…$22M
End-of-year total assets ($M) among Dks Associates Employee Stock Ownership Plan & Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$19M
Net Income$5M
Employer EIN942583153
Plan Effective Date2005-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dks Associates)

Sponsor-wide plan assets over time

All Dks Associates plans reported in each filing year

Latest sponsor-wide plan assets
$56M 33.739585572115274% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $41.7M $55.8M ▲ +33.7%
Year Plans Participants Total Assets
2022 2 257 $42M
2023 2 278 $50M
2024 2 305 $56M

Nearby ESOP Plans in Oregon

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

Dks Associates Employee Stock Ownership Plan & Trust vs. nearby ESOP plans in Oregon, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 050100150200250 Total assets ($M) Participants Dks Associates Employee Stock Ownership Plan & Trust, Total assets ($M): 22.358216 · Participants: 139Dks Associates Employee Stock Ownership Plan & TrustBob'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
Dks Associates Employee Stock Ownership Plan & Trust vs. nearby ESOP plans in Oregon, assets vs. participants
Compare Dks Associates Employee Stock Ownership Plan & Trust side-by-side with 3 peers →

Dks Associates Employee Stock Ownership Plan & Trust's out-of-state ESOP peers by assets and headcount

Outside Oregon, the nearest ESOP by assets is Island Pacific Distributors, Inc Employee Stock Ownership Plan in HI ($22M); by covered participants it is Poblocki Paving Corp. Employee Stock Ownership Plan in WI (139 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (139 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 Dks Associates Employee Stock Ownership Plan & Trust assets move in 2023? ▼
Dks Associates Employee Stock Ownership Plan & Trust grew sharply - up 22.5% during 2023, from $18M to $22M. Reported net income was $5M.
How have Dks Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dks Associates's sponsor-wide assets grew 33.7%, from $42M to $56M.
Where does Dks Associates Employee Stock Ownership Plan & Trust rank by assets among Form 5500 filers? ▼
Dks Associates Employee Stock Ownership Plan & Trust ranks in the 75th 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 Dks Associates Employee Stock Ownership Plan & Trust? ▼
Among ESOP plans in other states, the closest by assets is Island Pacific Distributors, Inc Employee Stock Ownership Plan in HI ($22M, 33 participants).
Which ESOP plans cover a similar participant headcount to Dks Associates Employee Stock Ownership Plan & Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Poblocki Paving Corp. Employee Stock Ownership Plan in WI (139 participants, $25M 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 942583153.

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.