ESOP · DOL Form 5500 · 2023

Shalley-Dibble, Inc. the Engineering Enterprise ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
45
Participants Small participant base
48th
Percentile by assets National rank
$131,519
Avg per participant Near avg balance/head
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Official DOL plan name: Shalley-Dibble, Inc. Dba the Enginering Enterprise Employee Stock Ownership Plan & Trust · Sponsored by Shalley-Dibble, Inc. the Engineering Enterprise · California · Professional & Technical Services

$6M in assets, 45 participants

Shalley-Dibble, Inc. the Engineering Enterprise's Shalley-Dibble, Inc. Dba the Enginering Enterprise Employee Stock Ownership Plan & Trust reported $6M in total assets and 45 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #9,296 in Professional & Technical Services (20,321 peers)

Shalley-Dibble, Inc. the Engineering Enterprise multi-year trail

Shalley-Dibble, Inc. the Engineering Enterprise's plans moved +50.7% in assets from 2022 to 2024; this filing shows Shalley-Dibble, Inc. Dba the Enginering Enterprise Employee Stock Ownership Plan & Trust at $6M / 45 participants.

#9,296
in Professional & Technical Services (20,321 peers)
+18.4%
assets growth YoY

Shalley-Dibble, Inc. Dba the Enginering Enterprise Employee Stock Ownership Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Shalley-Dibble, Inc. Dba the Enginering Enterprise Employee Stock Ownership Plan & Trust vs every filed plan by assets

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

$5,918,356 48th percentile higher than 48% 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

Shalley-Dibble, Inc. Dba the Enginering Enterprise Employee Stock Ownership Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shalley-Dibble, Inc. Dba the Enginering Enterprise Employee Stock Ownership Plan & Trust is a small filing (45 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shalley-Dibble, Inc. Dba the Enginering Enterprise Employee Stock Ownership Plan & Trust reported net income rose from -$32K in the plan year 2022 filing to $919K in the plan year 2023 filing.
  • Shalley-Dibble, Inc. Dba the Enginering Enterprise Employee Stock Ownership Plan & Trust end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Shalley-Dibble, Inc. Dba the Enginering Enterprise Employee Stock Ownership Plan & Trust reported participants rose from 43 in the plan year 2022 filing to 45 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 942437402 · Shalley-Dibble, Inc. the Engineering Enterprise PY 2023 · ESOP

Shalley-Dibble, Inc. Dba the Enginering Enterprise Employee Stock Ownership Plan & Trust · $6M · 45 · 48th

  • EBSA $6M
  • PART 45
  • TYPE 48th
  • NET ESOP
  • BOOK near Rumsey Construction Employee Stock Ownership Plan
  • VS-ST ind #9296

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 →

Shalley-Dibble, Inc. Dba the Enginering Enterprise Employee Stock Ownership Plan & Trust in the asset neighbourhood

Hydro-Chem Systems, Inc. Employee Stock Ownership PlanHydro-Chem Systems, Inc. Emp…$6MRumsey Construction Employee Stock Ownership PlanRumsey Construction Employee…$6MShalley-Dibble, Inc. Dba the Enginering Enterprise Employee Stock Ownership Plan & TrustShalley-Dibble, Inc. Dba the…$6MHunter-Davisson, Inc. Employee Stock Ownership PlanHunter-Davisson, Inc. Employ…$6MArray Architects Employee Stock Ownership PlanArray Architects Employee St…$6M
End-of-year total assets ($M) among Shalley-Dibble, Inc. Dba the Enginering Enterprise Employee Stock Ownership Plan & Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Shalley-Dibble, Inc. the Engineering Enterprise multi-year asset trail

Sponsor-wide plan assets over time

All Shalley-Dibble, Inc. the Engineering Enterprise plans reported in each filing year

Latest sponsor-wide plan assets
$8M 50.67469409593911% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $5M $7.53M ▲ +50.6%
Year Plans Participants Total Assets
2022 1 43 $5M
2023 1 45 $6M
2024 1 49 $8M

Shalley-Dibble, Inc. the Engineering Enterprise filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$919K
Employer EIN942437402
Plan Effective Date1991-10-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Shalley-Dibble, Inc. Dba the Enginering Enterprise Employee Stock Ownership Plan & Trust vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Shalley-Dibble, Inc. Dba the Enginering Enterprise Employee Stock Ownership Plan & Trust, Total assets ($B): 0.005918356 · Participants: 45Shalley-Dibble, Inc. Dba the Enginering Enterprise Employee Stock Ownership Plan & TrustParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Shalley-Dibble, Inc. Dba the Enginering Enterprise Employee Stock Ownership Plan & Trust vs. nearby ESOP plans in California, assets vs. participants
Compare Shalley-Dibble, Inc. Dba the Enginering Enterprise Employee Stock Ownership Plan & Trust side-by-side with 3 peers →

Shalley-Dibble, Inc. Dba the Enginering Enterprise Employee Stock Ownership Plan & Trust's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Rumsey Construction Employee Stock Ownership Plan in TX ($6M); by covered participants it is Adams Management Employee Stock Ownership Plan in GA (45 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (45 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 Shalley-Dibble, Inc. Dba the Enginering Enterprise Employee Stock Ownership Plan & Trust assets move in 2023? ▼
Shalley-Dibble, Inc. Dba the Enginering Enterprise Employee Stock Ownership Plan & Trust grew sharply - up 18.4% during 2023, from $5M to $6M. Reported net income was $919K.
How have Shalley-Dibble, Inc. the Engineering Enterprise plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shalley-Dibble, Inc. the Engineering Enterprise's sponsor-wide assets grew 50.7%, from $5M to $8M.
Which ESOP plans are similar in size to Shalley-Dibble, Inc. Dba the Enginering Enterprise Employee Stock Ownership Plan & Trust? ▼
Among ESOP plans in other states, the closest by assets is Rumsey Construction Employee Stock Ownership Plan in TX ($6M, 84 participants).
Which ESOP plans cover a similar participant headcount to Shalley-Dibble, Inc. Dba the Enginering Enterprise Employee Stock Ownership Plan & Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Adams Management Employee Stock Ownership Plan in GA (45 participants, $7M 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 942437402.

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.