ESOP · DOL Form 5500 · 2023

Dks Associates ESOP

Data updated 2026-08-11

$22M
Total assets
139
Participants
75th
Percentile by assets
$160,850
Avg per participant
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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.

  • 75th percentile by assets (of 127,072 plans)
  • #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.

$22M
total plan assets (2023 EOY)
139
covered participants
75th
percentile by assets (of 127,072 plans)
$160,850
avg assets per participant

Where Dks Associates Employee Stock Ownership Plan & Trust sits 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 $2,010,000,000 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

  • 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 →

State
Oregon
Industry
Professional & Technical Services

Participants vs Oregon filers

In Oregon, the average filing covers about 443 participants across 1,736 plans. Dks Associates Employee Stock Ownership Plan & Trust reports 139 participants - about 31% of that state average ($22M EOY assets).

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)

$40M$45M$50M$55M$60M 202220232024 $41.7M $55.8M ▲ +33.7%
Total plan assets by year, all Dks Associates plans on file
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 ($M) Participants Dks Associates Emplo…, Total assets ($M): 22.358216 · Participants: 139Dks Associates Emplo…Bob's Red Mill Natur…, Total assets ($M): 235.753413 · Participants: 580Bob's Red Mill Natur…Bi-Mart Corporation …, Total assets ($M): 210.231629 · Participants: 1981Bi-Mart Corporation …Pacific Industrial C…, Total assets ($M): 204.304035 · Participants: 71Pacific Industrial C…Key Knife, Inc. Empl…, Total assets ($M): 168.331686 · Participants: 69Key Knife, Inc. Empl…Northwest Pump & Equ…, Total assets ($M): 73.155492 · Participants: 200Northwest Pump & Equ…
Dks Associates Employee Stock Ownership Plan & Trust vs. nearby ESOP plans in Oregon, assets vs. participants
Compare Dks Associates Employee Stock Ownership … side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Dks Associates Employee Stock Ownership Plan & Trust by total assets, not by location.

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).

Next read for Dks Associates Employee Stock Ownership …

Filing takeaways

Ways to act on Dks Associates Employee Stock Ownership Plan & Trust's numbers.

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.