ESOP · DOL Form 5500 · 2024
D.K. Pierce & Associates, Inc. ESOP
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 18
- Participants Small participant base
- 27th
- Percentile by assets National rank
- $90,445
- Avg per participant Below avg balance/head
Official DOL plan name: D.K. Pierce & Associates, Inc. Employee Stock Ownership Plan · Sponsored by D.K. Pierce & Associates, Inc. · Indiana · Professional & Technical Services
$2M in assets, 18 participants
D.K. Pierce & Associates, Inc.'s D.K. Pierce & Associates, Inc. Employee Stock Ownership Plan reported $2M in total assets and 18 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.
- #4,602 in Professional & Technical Services (20,173 peers)
2024 asset change
D.K. Pierce & Associates, Inc. Employee Stock Ownership Plan declined sharply 22.6% in 2024 ($2M → $2M) for 18 participants.
- #4,602
- in Professional & Technical Services (20,173 peers)
- -22.6%
- assets change YoY
The plan reported a net loss of $404K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
D.K. Pierce & Associates, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets
D.K. Pierce & Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,628,010 27th percentile higher than 27% 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
D.K. Pierce & Associates, 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. D.K. Pierce & Associates, Inc. Employee Stock Ownership Plan is a small filing (18 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- D.K. Pierce & Associates, Inc. Employee Stock Ownership Plan reported net income fell from $428K in the plan year 2023 filing to -$404K in the plan year 2024 filing.
- D.K. Pierce & Associates, Inc. Employee Stock Ownership Plan end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- D.K. Pierce & Associates, Inc. Employee Stock Ownership Plan reported participants fell from 19 in the plan year 2023 filing to 18 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 352038930 · D.K. Pierce & Associates, Inc. PY 2024 · ESOP
D.K. Pierce & Associates, Inc. Employee Stock Ownership Plan · $2M · 18 · 27th
- PART $2M
- TYPE 18
- NET 27th
- BOOK ESOP
- VS-ST near Park Construction Management, Inc. Employee Stock Ownership Plan and Trust
- BOY ind #4602
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 Indiana →
D.K. Pierce & Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood
D.K. Pierce & Associates, Inc. years around the 2024 move
Sponsor-wide plan assets over time
All D.K. Pierce & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 6.86441647597254% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 21 | $2M |
| 2023 | 1 | 19 | $2M |
| 2024 | 1 | 18 | $2M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | -$248K |
| Net Income | -$404K |
| Employer EIN | 352038930 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Indiana
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Jasper Holdings, Inc Employee Stock Ownership Plan and Trust $2.2B · 4,295
- Urschel Laboratories Employee Stock Ownership Plan $432M · 509
- Nibco Inc. Employee Stock Ownership Plan $377M · 1,370
- Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan $170M · 622
- Ermco, Inc. Employee Stock Ownership Plan $151M · 123
D.K. Pierce & Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Indiana, the nearest ESOP by assets is Park Construction Management, Inc. Employee Stock Ownership Plan and Trust in IL ($2M); by covered participants it is Aga Distribution Specialists, Inc. Employee Stock Ownership Plan in OR (18 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (18 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.