ESOP · DOL Form 5500 · 2024

Clark Dietz, Inc. ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
148
Participants Small participant base
59th
Percentile by assets National rank
$77,568
Avg per participant Below avg balance/head
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Official DOL plan name: Clark Dietz, Inc. Employee Stock Ownership Plan · Sponsored by Clark Dietz, Inc. · Illinois · Professional & Technical Services

$11M in assets, 148 participants

Clark Dietz, Inc.'s Clark Dietz, Inc. Employee Stock Ownership Plan reported $11M in total assets and 148 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #11,540 in Professional & Technical Services (20,173 peers)

Coverage in Illinois

Clark Dietz, Inc. Employee Stock Ownership Plan covers 148 participants in Illinois, about 19% of the average Illinois filer (state average ~779 per filing). Assets: $11M.

#11,540
in Professional & Technical Services (20,173 peers)
+28.8%
assets growth YoY

Clark Dietz, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Clark Dietz, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$11,480,011 Top 41% higher than 59% 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

Clark Dietz, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Clark Dietz, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (148 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Clark Dietz, Inc. Employee Stock Ownership Plan end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Clark Dietz, Inc. Employee Stock Ownership Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Clark Dietz, Inc. Employee Stock Ownership Plan reported participants rose from 140 in the plan year 2023 filing to 148 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 371212051 · Clark Dietz, Inc. PY 2024 · ESOP

Clark Dietz, Inc. Employee Stock Ownership Plan · $11M · 148 · 59th

  • EBSA $11M
  • PART 148
  • TYPE 59th
  • NET ESOP
  • BOOK near Capital City Electric, Inc. Employee Stock Ownership Plan
  • VS-ST ind #11540

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 Illinois →

Clark Dietz, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Mcabee Construction, Inc. Profit Sharing Retirement PlanMcabee Construction, Inc. Pr…$11MClark Dietz, Inc. Employee Stock Ownership PlanClark Dietz, Inc. Employee S…$11MCapital City Electric, Inc. Employee Stock Ownership PlanCapital City Electric, Inc. …$11MInfinite Campus, Inc. Employee Stock Ownership Plan and TrustInfinite Campus, Inc. Employ…$11MMoody's Market, Inc. Employee Stock Ownership PlanMoody's Market, Inc. Employe…$11M
End-of-year total assets ($M) among Clark Dietz, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$3M
Employer EIN371212051
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Clark Dietz, Inc.)

Sponsor-wide plan assets over time

All Clark Dietz, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$47M 38.52172849048161% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $34.3M $47.5M ▲ +38.5%
Year Plans Participants Total Assets
2022 2 223 $34M
2023 2 278 $40M
2024 2 335 $47M

Nearby ESOP Plans in Illinois

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

Clark Dietz, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -50000500010000 -101234 Total assets ($B) Participants Clark Dietz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.011480011 · Participants: 148Clark Dietz, Inc. Employee Stock Ownership PlanAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 3.699095694 · Participants: 4909Amsted Industries Incorporated Employees' Stock Ownership PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.165348047 · Participants: 4815Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 1.429776889 · Participants: 491Scot Forge Company Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 1.0622005 · Participants: 9258Bdo USA Employee Stock Ownership PlanShorr Paper Products, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.430213996 · Participants: 543Shorr Paper Products, Inc. Employee Stock Ownership Plan
Clark Dietz, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Clark Dietz, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Clark Dietz, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Illinois, the nearest ESOP by assets is Capital City Electric, Inc. Employee Stock Ownership Plan in OH ($11M); by covered participants it is Island Kinetics, Inc. Employee Stock Ownership Plan in AZ (148 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (148 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 Clark Dietz, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Clark Dietz, Inc. Employee Stock Ownership Plan grew sharply - up 28.8% during 2024, from $9M to $11M. Reported net income was $3M.
How have Clark Dietz, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Clark Dietz, Inc.'s sponsor-wide assets grew 38.5%, from $34M to $47M.
Which ESOP plans are similar in size to Clark Dietz, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Capital City Electric, Inc. Employee Stock Ownership Plan in OH ($11M, 74 participants).
Which ESOP plans cover a similar participant headcount to Clark Dietz, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Island Kinetics, Inc. Employee Stock Ownership Plan in AZ (148 participants, $33M 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 371212051.

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.