ESOP · DOL Form 5500 · 2024

D. a. Pope, Incorporated ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
18
Participants Small participant base
43rd
Percentile by assets National rank
$295,229
Avg per participant High balance/head
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Official DOL plan name: D. a. Pope, Incorporated Employee Stock Ownership Plan · Sponsored by D. a. Pope, Incorporated · California · Construction

$5M in assets, 18 participants

D. a. Pope, Incorporated's D. a. Pope, Incorporated Employee Stock Ownership Plan reported $5M in total assets and 18 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.

  • #3,764 in Construction (9,039 peers)

D. a. Pope, Incorporated multi-year trail

D. a. Pope, Incorporated's plans moved -20.8% in assets from 2022 to 2024; this filing shows D. a. Pope, Incorporated Employee Stock Ownership Plan at $5M / 18 participants.

#3,764
in Construction (9,039 peers)
-6.7%
assets change YoY

The plan reported a net loss of $434K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

D. a. Pope, Incorporated Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

D. a. Pope, Incorporated Employee Stock Ownership Plan vs every filed plan by assets

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

$5,314,130 43rd percentile higher than 43% 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

D. a. Pope, Incorporated 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. a. Pope, Incorporated 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. a. Pope, Incorporated Employee Stock Ownership Plan reported net income rose from -$1M in the plan year 2023 filing to -$434K in the plan year 2024 filing.
  • D. a. Pope, Incorporated Employee Stock Ownership Plan reported participants fell from 20 in the plan year 2023 filing to 18 in the plan year 2024 filing.
  • D. a. Pope, Incorporated Employee Stock Ownership Plan end-of-year assets fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 942505633 · D. a. Pope, Incorporated PY 2024 · ESOP

D. a. Pope, Incorporated Employee Stock Ownership Plan · $5M · 18 · 43rd

  • EIN $5M
  • RANK 18
  • PHOTO 43rd
  • IND ESOP
  • EOY near Jds Industries, Inc. Employee Stock Ownership Plan
  • 5500 ind #3764

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 →

D. a. Pope, Incorporated Employee Stock Ownership Plan in the asset neighbourhood

Pentecom Employee Stock Ownership PlanPentecom Employee Stock Owne…$5MMagnolia Forest Products, Inc. Employee Stock Ownership PlanMagnolia Forest Products, In…$5MResearch Diets, Inc. Employee Stock Ownership PlanResearch Diets, Inc. Employe…$5MD. a. Pope, Incorporated Employee Stock Ownership PlanD. a. Pope, Incorporated Emp…$5MJds Industries, Inc. Employee Stock Ownership PlanJds Industries, Inc. Employe…$5M
End-of-year total assets ($M) among D. a. Pope, Incorporated Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

D. a. Pope, Incorporated multi-year asset trail

Sponsor-wide plan assets over time

All D. a. Pope, Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$5M 20.759822246292252% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M 202220232024 $6.71M $5.31M ▼ -20.9%
Year Plans Participants Total Assets
2022 1 29 $7M
2023 1 20 $6M
2024 1 18 $5M

D. a. Pope, Incorporated filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$434K
Employer EIN942505633
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

D. a. Pope, Incorporated Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants D. a. Pope, Incorporated Employee Stock Ownership Plan, Total assets ($B): 0.00531413 · Participants: 18D. a. Pope, Incorporated 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
D. a. Pope, Incorporated Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare D. a. Pope, Incorporated Employee Stock Ownership Plan side-by-side with 3 peers →

D. a. Pope, Incorporated Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Jds Industries, Inc. Employee Stock Ownership Plan in SD ($5M); 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.

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.

Frequently Asked Questions

How did D. a. Pope, Incorporated Employee Stock Ownership Plan assets move in 2024? ▼
D. a. Pope, Incorporated Employee Stock Ownership Plan pulled back noticeably - down 6.7% during 2024, from $6M to $5M. Reported net income was -$434K.
How have D. a. Pope, Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), D. a. Pope, Incorporated's sponsor-wide assets declined 20.8%, from $7M to $5M.
Which ESOP plans are similar in size to D. a. Pope, Incorporated Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Jds Industries, Inc. Employee Stock Ownership Plan in SD ($5M, 324 participants).
Which ESOP plans cover a similar participant headcount to D. a. Pope, Incorporated Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Aga Distribution Specialists, Inc. Employee Stock Ownership Plan in OR (18 participants, $2M 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 942505633.

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.