ESOP · DOL Form 5500 · 2024

Dorsett & Jackson, Inc. ESOP

Data updated 2026-08-25

$26M
Total assets Below avg plan size
20
Participants Small participant base
75th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Dorsett & Jackson, Inc. Employee Stock Ownership Plan · Sponsored by Dorsett & Jackson, Inc. · California · Manufacturing

$26M in assets, 20 participants

Dorsett & Jackson, Inc.'s Dorsett & Jackson, Inc. Employee Stock Ownership Plan reported $26M in total assets and 20 participants in its 2024 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.

  • #11,752 in Manufacturing (17,777 peers)

Where Dorsett & Jackson, Inc. Employee Stock Ownership Plan sits by assets

Dorsett & Jackson, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $26M for 20 participants (~$1.3M/participant), up 2.5% in 2024.

#11,752
in Manufacturing (17,777 peers)
+2.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Dorsett & Jackson, Inc. Employee Stock Ownership Plan's outsized position by total assets

Dorsett & Jackson, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$26,490,123 Top 25% higher than 75% of 123,620 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 2024

Dorsett & Jackson, Inc. 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. Dorsett & Jackson, Inc. Employee Stock Ownership Plan is a small filing (20 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Dorsett & Jackson, Inc. Employee Stock Ownership Plan reported net income rose from $689K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Dorsett & Jackson, Inc. Employee Stock Ownership Plan reported participants rose from 19 in the plan year 2023 filing to 20 in the plan year 2024 filing.
  • Dorsett & Jackson, Inc. Employee Stock Ownership Plan end-of-year assets rose from $26M in the plan year 2023 filing to $26M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 951945696 · Dorsett & Jackson, Inc. PY 2024 · ESOP

Dorsett & Jackson, Inc. Employee Stock Ownership Plan · $26M · 20 · 75th

  • BOOK $26M
  • VS-ST 20
  • BOY 75th
  • SCH ESOP
  • EBSA near Crowley Holdings, Inc. Employee Stock Ownership Plan
  • PART ind #11752

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 California →

Dorsett & Jackson, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Rampart Multifamily, Inc. Employee Stock Ownership PlanRampart Multifamily, Inc. Em…$27MDorsett & Jackson, Inc. Employee Stock Ownership PlanDorsett & Jackson, Inc. Empl…$26MCrowley Holdings, Inc. Employee Stock Ownership PlanCrowley Holdings, Inc. Emplo…$26MThe Citizens National Bank of Bluffton Employee Stock Ownership PlanThe Citizens National Bank o…$26MCampus Holdings Inc. Employee Stock Ownership PlanCampus Holdings Inc. Employe…$26M
End-of-year total assets ($M) among Dorsett & Jackson, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$26M
Net Income$2M
Employer EIN951945696
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dorsett & Jackson, Inc.)

Sponsor-wide plan assets over time

All Dorsett & Jackson, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 6.447544870505897% vs 2022
2024 filing year
$24.5M$25M$25.5M$26M$26.5M$27M 202220232024 $24.9M $26.5M ▲ +6.4%
Year Plans Participants Total Assets
2022 1 22 $25M
2023 1 19 $26M
2024 1 20 $26M

Nearby ESOP Plans in California

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

Dorsett & Jackson, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Dorsett & Jackson, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.026490123 · Participants: 20Dorsett & Jackson, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Dorsett & Jackson, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Dorsett & Jackson, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Dorsett & Jackson, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Crowley Holdings, Inc. Employee Stock Ownership Plan in FL ($26M); by covered participants it is Standard Golf Company Employee Stock Ownership Plan in IA (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Dorsett & Jackson, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Dorsett & Jackson, Inc. Employee Stock Ownership Plan edged up modestly - up 2.5% during 2024, from $26M to $26M. Reported net income was $2M.
How have Dorsett & Jackson, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dorsett & Jackson, Inc.'s sponsor-wide assets grew 6.4%, from $25M to $26M.
Where does Dorsett & Jackson, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Dorsett & Jackson, Inc. Employee Stock Ownership Plan ranks in the 75th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Dorsett & Jackson, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Crowley Holdings, Inc. Employee Stock Ownership Plan in FL ($26M, 1,829 participants).
Which ESOP plans cover a similar participant headcount to Dorsett & Jackson, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Standard Golf Company Employee Stock Ownership Plan in IA (20 participants, $12M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 951945696.

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.