ESOP · DOL Form 5500 · 2024
Dietz & Company Architects, Inc. ESOP
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 24
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $42,974
- Avg per participant Low balance/head
Official DOL plan name: Dietz & Company Architects Employee Stock Ownership Plan · Sponsored by Dietz & Company Architects, Inc. · Massachusetts · Professional & Technical Services
$1M in assets, 24 participants
Dietz & Company Architects, Inc.'s Dietz & Company Architects Employee Stock Ownership Plan reported $1M in total assets and 24 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.
- #3,716 in Professional & Technical Services (20,173 peers)
Dietz & Company Architects, Inc. multi-year trail
Dietz & Company Architects, Inc.'s plans moved +24.6% in assets from 2022 to 2024; this filing shows Dietz & Company Architects Employee Stock Ownership Plan at $1M / 24 participants.
- #3,716
- in Professional & Technical Services (20,173 peers)
- -18.7%
- assets change YoY
The plan reported a net loss of $187K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Dietz & Company Architects Employee Stock Ownership Plan among the smaller filed plans by assets
Dietz & Company Architects Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,031,367 23rd percentile higher than 23% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Dietz & Company Architects Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dietz & Company Architects Employee Stock Ownership Plan is a small filing (24 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Dietz & Company Architects Employee Stock Ownership Plan reported net income fell from $489K in the plan year 2023 filing to -$187K in the plan year 2024 filing.
- Dietz & Company Architects Employee Stock Ownership Plan end-of-year assets fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Dietz & Company Architects Employee Stock Ownership Plan reported participants fell from 26 in the plan year 2023 filing to 24 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 043177356 · Dietz & Company Architects, Inc. PY 2024 · ESOP
Dietz & Company Architects Employee Stock Ownership Plan · $1M · 24 · 23rd
- 5500 $1M
- ASSETS 24
- PCT 23rd
- EIN ESOP
- RANK near Patio Pleasures Employee Stock Ownership Plan
- PHOTO ind #3716
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 Massachusetts →
Dietz & Company Architects Employee Stock Ownership Plan in the asset neighbourhood
Dietz & Company Architects, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Dietz & Company Architects, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 24.56123188405797% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 26 | $828K |
| 2023 | 1 | 26 | $1M |
| 2024 | 1 | 24 | $1M |
Dietz & Company Architects, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | -$406K |
| Net Income | -$187K |
| Employer EIN | 043177356 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Massachusetts
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Consigli Building Group Employee Stock Ownership Plan $729M · 1,684
- The Gillette Company Employee Stock Ownership Plan $368M · 139
- First Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership Plan $253M · 445
- David Clark Employee Stock Ownership Plan $183M · 236
- New England Biolabs, Inc. Non-Voting Stock Ownership Plan $163M · 424
Dietz & Company Architects Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Massachusetts, the nearest ESOP by assets is Patio Pleasures Employee Stock Ownership Plan in WI ($1M); by covered participants it is Southern Rubber Company, Inc. Employee Stock Ownership Plan in NC (24 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (24 participants); asset peers above are excluded.
- Southern Rubber Company, Inc. Employee Stock Ownership Plan (NC) 24 · 0 off
- Panhandle Implement Company, Inc. Employee Stock Ownership Plan (TX) 24 · 0 off
- Panhandle Implement Company, Inc. Employee Stock Ownership Plan (TX) 24 · 0 off
- Wvs Financial Corp. Employee Stock Ownership Plan (PA) 24 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.