ESOP · DOL Form 5500 · 2024

Ada West Dermatology, Inc. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
166
Participants Small participant base
47th
Percentile by assets National rank
$39,527
Avg per participant Low balance/head
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Official DOL plan name: Ada West Dermatology, Inc. Employee Stock Ownership Plan · Sponsored by Ada West Dermatology, Inc. · Idaho · Healthcare & Social Assistance

$7M in assets, 166 participants

Ada West Dermatology, Inc.'s Ada West Dermatology, Inc. Employee Stock Ownership Plan reported $7M in total assets and 166 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.

  • #8,689 in Healthcare & Social Assistance (16,916 peers)

Coverage in Idaho

Ada West Dermatology, Inc. Employee Stock Ownership Plan covers 166 participants in Idaho, about 48% of the average Idaho filer (state average ~347 per filing). Assets: $7M.

#8,689
in Healthcare & Social Assistance (16,916 peers)
-8.9%
assets change YoY

Ada West Dermatology, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Ada West Dermatology, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$6,561,419 47th percentile higher than 47% 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

Ada West Dermatology, 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. Ada West Dermatology, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (166 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ada West Dermatology, Inc. Employee Stock Ownership Plan reported net income fell from $7M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Ada West Dermatology, Inc. Employee Stock Ownership Plan reported participants rose from 142 in the plan year 2023 filing to 166 in the plan year 2024 filing.
  • Ada West Dermatology, Inc. Employee Stock Ownership Plan end-of-year assets fell from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 203276415 · Ada West Dermatology, Inc. PY 2024 · ESOP

Ada West Dermatology, Inc. Employee Stock Ownership Plan · $7M · 166 · 47th

  • TYPE $7M
  • TYPE 166
  • TYPE 47th
  • TYPE ESOP
  • TYPE near Messinger Mortuary & Chapel, Inc. Employee Stock Ownership Trust
  • TYPE ind #8689

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 Idaho →

Ada West Dermatology, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Dolan Concrete Construction Employee Stock Ownership PlanDolan Concrete Construction …$7MAda West Dermatology, Inc. Employee Stock Ownership PlanAda West Dermatology, Inc. E…$7MMessinger Mortuary & Chapel, Inc. Employee Stock Ownership TrustMessinger Mortuary & Chapel,…$7MGoody, Clancy & Associates Employee Stock Ownership PlanGoody, Clancy & Associates E…$7MFargo Glass & Paint Company Employee Stock Ownership PlanFargo Glass & Paint Company …$7M
End-of-year total assets ($M) among Ada West Dermatology, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Idaho filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)-$9M
Net Income$1M
Employer EIN203276415
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ada West Dermatology, Inc.)

Sponsor-wide plan assets over time

All Ada West Dermatology, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 61.83333815160788% vs 2022
2024 filing year
$0M$10M$20M$30M 202220232024 $17.2M $6.56M ▼ -61.8%
Year Plans Participants Total Assets
2022 3 273 $17M
2023 3 275 $25M
2024 2 191 $7M

Nearby ESOP Plans in Idaho

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

Ada West Dermatology, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Idaho, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -20246 Total assets ($B) Participants Ada West Dermatology, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.006561419 · Participants: 166Ada West Dermatology, Inc. Employee Stock Ownership PlanWinco Employee Stock Ownership Plan, Total assets ($B): 5.045286033 · Participants: 17054Winco Employee Stock Ownership PlanStellar Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.331410874 · Participants: 774Stellar Industries, Inc. Employee Stock Ownership PlanNorco, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.269499287 · Participants: 1381Norco, Inc. Employee Stock Ownership PlanMagic Valley Growers, Ltd. Employee Stock Ownership Plan, Total assets ($B): 0.095197829 · Participants: 241Magic Valley Growers, Ltd. Employee Stock Ownership PlanThe Franklin Group, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.090181679 · Participants: 561The Franklin Group, Inc. Employee Stock Ownership Plan and Trust
Ada West Dermatology, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Idaho, assets vs. participants

Ada West Dermatology, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Idaho, the nearest ESOP by assets is Messinger Mortuary & Chapel, Inc. Employee Stock Ownership Trust in AZ ($7M); by covered participants it is Burwood Group, Inc. Employee Stock Ownership Plan in IL (166 participants). Same-state nearby plans are listed separately above.

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 Ada West Dermatology, Inc. Employee Stock Ownership Plan assets move in 2024?
Ada West Dermatology, Inc. Employee Stock Ownership Plan pulled back noticeably - down 8.9% during 2024, from $7M to $7M. Reported net income was $1M.
How have Ada West Dermatology, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Ada West Dermatology, Inc.'s sponsor-wide assets declined 61.8%, from $17M to $7M.
Which ESOP plans are similar in size to Ada West Dermatology, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Messinger Mortuary & Chapel, Inc. Employee Stock Ownership Trust in AZ ($7M, 70 participants).
Which ESOP plans cover a similar participant headcount to Ada West Dermatology, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Burwood Group, Inc. Employee Stock Ownership Plan in IL (166 participants, $4M in assets).